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# ![@OphirGottlieb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::100024370.png) @OphirGottlieb Ophir Gottlieb

Ophir Gottlieb posts on X about crowdstrike, $rbrk, $googl, googl the most. They currently have XXXXXXX followers and 2389 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::100024370/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100024370/c:line/m:interactions.svg)

- X Week XXXXXX +91%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +40%
- X Year XXXXXXXXX +60%

### Mentions: XX [#](/creator/twitter::100024370/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100024370/c:line/m:posts_active.svg)

- X Month XX +16%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::100024370/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100024370/c:line/m:followers.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXX -XXXX%

### CreatorRank: XXXXXXX [#](/creator/twitter::100024370/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100024370/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[crowdstrike](/topic/crowdstrike) #57, [$rbrk](/topic/$rbrk), [$googl](/topic/$googl), [googl](/topic/googl), [$alab](/topic/$alab) #34, [ai](/topic/ai), [$jmia](/topic/$jmia) #3, [liquidity](/topic/liquidity) #796, [$msft](/topic/$msft), [msft](/topic/msft)

**Top assets mentioned**
[Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Microsoft Corp. (MSFT)](/topic/$msft) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [MP Materials Corp. (MP)](/topic/$mp) [Morgan Stanley (MS)](/topic/morgan-stanley) [Zscaler Inc (ZS)](/topic/$zs)
### Top Social Posts
Top posts by engagements in the last XX hours

"$RBRK Huge * Expanded our partnership with CrowdStrike to enhance identity security. * Achieves AWS Resilience Competency for Recovery * $MSFT partner of the year (healthcare / life sciences) * $GOOGL Cloud partner of the year (Infra modernization) * Cloud ARR +53% YoY 1/"  
[X Link](https://x.com/OphirGottlieb/status/1996692643116699979)  2025-12-04T21:26Z 146.7K followers, 7741 engagements


"$ALAB $MRVL nnn @AsteraLabs is no longer a retimer company. Its a fabric + connectivity platform company. Retimers are the entry-level product in Asteras portfolio. MRVL has always had retimers. And the competitive dynamics havent changed. Marvells strength is Ethernet switching and DPUs not PCIe signal conditioning or rack-scale fabrics. This release is marketing not a shift in competitive landscape"  
[X Link](https://x.com/OphirGottlieb/status/1998408337566953666)  2025-12-09T15:04Z 146.7K followers, 8278 engagements


"$CRWD @CrowdStrike "capitalizing on the AI-driven demand environment driving our pipeline to an all-time high." Last quarter (3-months ago) CRWD CFO at least XX% net new ARR growth in H2 2026. Well. we got that. Record Q3 net new ARR $XXX million growth accelerates to XX% YoY Record cash flow from operations and FCF 1/"  
[X Link](https://x.com/OphirGottlieb/status/1995972732857811034)  2025-12-02T21:45Z 146.7K followers, 7376 engagements


"$ALAB $GOOGL @AsteraLabs eats complexity for breakfast. Google just served a larger portion. The earnings call literally emphasized this. ALAB wins when world is NOT all-NVDA Worst world for ALAB is single proprietary closed single vendor AI ecosystem"  
[X Link](https://x.com/OphirGottlieb/status/1993332362378346855)  2025-11-25T14:54Z 146.7K followers, 7215 engagements


"$JMIA extending "BlackFriday" which for them is full month of Nov now all the way through Dec. Guidance is breakeven Q4 '26 and full year '27. I think Q4 '25 is a *possibility* ("possible not a prediction.") Estimate is $4.5M loss via @FactSet"  
[X Link](https://x.com/OphirGottlieb/status/1996605984609841211)  2025-12-04T15:42Z 146.7K followers, 16.9K engagements


"$MP Morgan Stanley upgrades rare earth stock says the U.S. has chosen it as solution to Chinas dominance. via @CNBC"  
[X Link](https://x.com/OphirGottlieb/status/1996947616693699012)  2025-12-05T14:19Z 146.7K followers, 3597 engagements


"source: 2/2"  
[X Link](https://x.com/OphirGottlieb/status/1998768052893266059)  2025-12-10T14:53Z 146.7K followers, 1735 engagements


"$JMIA Update for two full months (Oct + Nov) Orders 5.1M; +30% YoY GMV +35% YoY; +41% ex-corp sales Quarterly Active Customers +26% YoY Jumia Logistics packages +28% YoY Nigeria orders +28%; GMV +45% YoY Ghana orders +81% GMV +132% YoY Ivory Coast orders +17% GMV +26%YoY"  
[X Link](https://x.com/OphirGottlieb/status/1998773405257183649)  2025-12-10T15:14Z 146.7K followers, 6417 engagements


"Macro bears always underestimate how far markets can levitate on liquidity alone. 20202021 proved it. 2013 proved it. 2009 proved it. Liquidity flows front-run fundamentals. Vol is already crushed. Dealers are long gamma in spots but structurally short convexity over longer horizons. Systematic funds are under-allocated to equities relative to their trend signals but will buy mechanically on strength. Real-money portfolios remain defensively positioned after a long period of macro uncertainty. Cash reserves extremely high. HF gross exposure rose but net exposure is back to 2022 levels which"  
[X Link](https://x.com/OphirGottlieb/status/1998859425587802499)  2025-12-10T20:56Z 146.7K followers, 1702 engagements


"$ZS bananas AI security pillar +80% YoY; already surpassed full year expectations three quarters early. 1/"  
[X Link](https://x.com/OphirGottlieb/status/1993433742107680964)  2025-11-25T21:36Z 146.7K followers, 17.1K engagements


"@SpecialSitsNews Pain trade is higher imho. I can't believe im saying that. Liquidity blows through macro bear calls for a "top" and unless this is really just "reserve management" here comes liquidity"  
[X Link](https://x.com/OphirGottlieb/status/1998860065189802081)  2025-12-10T20:59Z 146.7K followers, XXX engagements


"ADP payroll report was -32K vs +40K estimate but the issue is with small businesses. . and small businesses are the core of the United States economy. XX% of ppl work for these small businesses"  
[X Link](https://x.com/OphirGottlieb/status/1996219557120516341)  2025-12-03T14:06Z 146.7K followers, 3075 engagements


"$RBRK Huge * Expanded our partnership with CrowdStrike to enhance identity security. * Achieves AWS Resilience Competency for Recovery 1/"  
[X Link](https://x.com/OphirGottlieb/status/1996689644382306503)  2025-12-04T21:14Z 146.7K followers, 9224 engagements