# ![@orel2589 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::989411642793451520.png) @orel2589 Orel

Orel posts on X about $wix, $spot, $bway, $clbt the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::989411642793451520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::989411642793451520/c:line/m:interactions.svg)

- [--] Week [------] +131,371%
- [--] Month [------] +13,559%
- [--] Months [-------] +1,264%
- [--] Year [-------] +41,302%

### Mentions: [--] [#](/creator/twitter::989411642793451520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::989411642793451520/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +400%
- [--] Months [--] +159%
- [--] Year [--] +22%

### Followers: [------] [#](/creator/twitter::989411642793451520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::989411642793451520/c:line/m:followers.svg)

- [--] Week [------] +0.76%
- [--] Month [------] +1.70%
- [--] Months [------] +8.80%
- [--] Year [------] +15%

### CreatorRank: [---------] [#](/creator/twitter::989411642793451520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::989411642793451520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands)  [financial services](/list/financial-services) 

**Social topic influence**
[$wix](/topic/$wix) #33, [$spot](/topic/$spot), [$bway](/topic/$bway), [$clbt](/topic/$clbt), [$crm](/topic/$crm), [crm](/topic/crm), [$ddog](/topic/$ddog), [$twlo](/topic/$twlo), [uber](/topic/uber), [nvda](/topic/nvda)

**Top accounts mentioned or mentioned by**
[@avisternia](/creator/undefined) [@hamenateah](/creator/undefined) [@buccocapital](/creator/undefined) [@idanseri](/creator/undefined) [@anekcapital](/creator/undefined) [@soloinvesting](/creator/undefined) [@aknietzsche](/creator/undefined) [@edmondd52582093](/creator/undefined) [@nadav1457316](/creator/undefined) [@jefferies](/creator/undefined) [@relevantil](/creator/undefined) [@bailliegiffordukvideos](/creator/undefined) [@wix](/creator/undefined) [@kairospraxis](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@simeonresearch](/creator/undefined) [@msbase44](/creator/undefined) [@base44](/creator/undefined) [@bokovzay](/creator/undefined) [@yonatanmandelba](/creator/undefined)

**Top assets mentioned**
[WIX.com Ltd. (WIX)](/topic/$wix) [Spotify Technology (SPOT)](/topic/$spot) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Salesforce Inc (CRM)](/topic/$crm) [Datadog Inc (DDOG)](/topic/$ddog) [Twilio, Inc. (TWLO)](/topic/$twlo) [Uber Technologies, Inc. (UBER)](/topic/uber) [PowerSchool Holdings, Inc. (PWSC)](/topic/$pwsc) [Shopify Inc (SHOP)](/topic/$shop) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Toast, Inc. (TOST)](/topic/$tost) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fiserv, Inc. (FI)](/topic/$fi) [monday.com Ltd. (MNDY)](/topic/$mndy) [Block, Inc. (SQ)](/topic/$sq) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Similarweb Ltd. (SMWB)](/topic/$smwb) [Alphabet Inc Class A (GOOGL)](/topic/google) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) [Intuit Inc. (INTU)](/topic/intuit) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Dayforce, Inc. (DAY)](/topic/dayforce) [Metadium (META)](/topic/$meta) [Dash (DASH)](/topic/$dash) [Bentley Systems Inc (BSY)](/topic/$bsy) [Fluid (FLUID)](/topic/$inst) [Global Payments Inc (GPN)](/topic/$gpn) [Adappter Token (ADP)](/topic/$adp) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Maplebear Inc. (CART)](/topic/$cart) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [IBM (IBM)](/topic/ibm) [TINY (TINY)](/topic/$tiny) [Adobe, Inc. (ADBE)](/topic/$adbe) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Twitter Inc (TWTR)](/topic/$twtr) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [RAI Finance (SOFI)](/topic/$sofi) [Alibaba Group (BABA)](/topic/$baba) [DisChain (DIS)](/topic/$dis) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Squarespace, Inc. (SQSP)](/topic/$sqsp) [Elastic N.V. (ESTC)](/topic/$estc) [SAP SE (SAP)](/topic/$sap) [Kroger Co (KR)](/topic/$kr) [CITADEL (CITADEL)](/topic/citadel)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So wait let me see if I understand the #USA consumption is growing the unemployment rate is at all time low 3.8% the economy is growing most of the reports from $S&P index was beating expectations #Core inflation is almost reaching the #fad goal so why rate cut #Trump"  
[X Link](https://x.com/orel2589/status/1156661079931576320)  2019-07-31T20:21Z 10.2K followers, [--] engagements


"if they will reduce the take rate who will enjoy that there is a Few example i can give: $AVTI (COD candy crush publisher) will increase her Gross margin (50% of revenues comes from mobile) $ZYNG $GLUU and more. in order to understand the war (must) https://www.theverge.com/2020/8/13/21367924/watch-epic-nineteen-eighty-fortnite-short-apple-app-store-ban https://www.theverge.com/2020/8/13/21367924/watch-epic-nineteen-eighty-fortnite-short-apple-app-store-ban"  
[X Link](https://x.com/orel2589/status/1294654603628347392)  2020-08-15T15:18Z 11.3K followers, [--] engagements


"17%  Twilio announces plans lay off 17% of workforce form into two business units -- blog)  .   https://t.co/ssx1Xvqa07  .   https://t.co/ssx1Xvqa07"  
[X Link](https://x.com/orel2589/status/1625141083972706304)  2023-02-13T14:33Z 10.8K followers, [----] engagements


"@hamenateah        .  -    - $PYPl"  
[X Link](https://x.com/orel2589/status/1658835699066339331)  2023-05-17T14:03Z [----] followers, [--] engagements


"@Aknietzsche @hamenateah .   - Braintree    (   )    .    $EBAY     :"  
[X Link](https://x.com/orel2589/status/1658864299337449473)  2023-05-17T15:57Z [----] followers, [--] engagements


". -Shein   -  $SHOP $AMZN $BABA  2B$   66B$  -33% YOY.   [----]  23b$   800M$  40% 2023"  
[X Link](https://x.com/orel2589/status/1658896801309642757)  2023-05-17T18:06Z [----] followers, [--] engagements


".    : $SHOP $SPOT $LULU $PYPL $ADYN $SQ $CRM $DDOG $CRWD $TWLO $UBER $INTU $ADBE "  
[X Link](https://x.com/orel2589/status/1659114792118890496)  2023-05-18T08:32Z [----] followers, [--] engagements


"AI    $NVDA $Google $MSFT :   $META $AAPL $SNAP $PINS $SHOP $SPOT $ETSY $ABNB $UBER $DASH $DIS $EA $Z $ZIM $ZM $EXPE $BKNG $BMBL $UMG $WMG $CHTR    :"  
[X Link](https://x.com/orel2589/status/1660270612038799363)  2023-05-21T13:05Z [----] followers, [--] engagements


"one of the greatest beneficiaries of AI broadly. We announced a couple of weeks ago which is what I think is the coolest shopping concierges on the planet whereby you as a consumer you can browse through hundreds of millions of produts using AI http://Shop.AI http://Shop.AI"  
[X Link](https://x.com/orel2589/status/1660270620729384960)  2023-05-21T13:05Z [----] followers, [---] engagements


": The new AI first algorithm that we mentioned last quarter increases the probability of a woman saying yes to a profile by 5x. This is just the tip of the iceberg in using AI. : And for us and AI it means both defensive and offensive at the same time"  
[X Link](https://x.com/orel2589/status/1660270622516170754)  2023-05-21T13:05Z [----] followers, [---] engagements


".       $WIX $SQSP  $ADBE   AI"  
[X Link](https://x.com/orel2589/status/1660270631479279618)  2023-05-21T13:05Z [----] followers, [--] engagements


"@hamenateah   .   $WIX $FVER   .   $ESTC $SPLNK  .      -AI    $NVDA $MSFT $GOOGLE"  
[X Link](https://x.com/orel2589/status/1661391135552548864)  2023-05-24T15:18Z [----] followers, [--] engagements


"-AI   18%        .   -7.2B$   11B$ $NVDA"  
[X Link](https://x.com/orel2589/status/1661472891756761088)  2023-05-24T20:43Z [----] followers, [--] engagements


"-  : $AMZN $META $MSFT $GOOGl        AI   GPT  :)     -AI -"  
[X Link](https://x.com/orel2589/status/1661811724528353294)  2023-05-25T19:09Z [----] followers, [--] engagements


"NVDA  $MRVL  17%             -AI .    -AI  -200M$    -2024"  
[X Link](https://x.com/orel2589/status/1662068943073300481)  2023-05-26T12:11Z [----] followers, [--] engagements


"Openai       : $CRM $ADBE $SAP $TEAM $BKNG $ZILO $SNAP $KR $WIX   : Nextdoor Citadel Coca cola Box Chegg Quora Duolingo Quizlet Khan academy DuckDuckgo $DDOG"  
[X Link](https://x.com/orel2589/status/1662776012386492416)  2023-05-28T11:01Z [----] followers, [--] engagements


": $ETSY $EBAY  -   22%.   :    15K  30K"  
[X Link](https://x.com/orel2589/status/1664289164462903296)  2023-06-01T15:13Z [----] followers, [--] engagements


". Clover   Fiserv [-----]  -Square -Toast (  )    .  [-----]  Firstdata  Fiserv"  
[X Link](https://x.com/orel2589/status/1664953392081321986)  2023-06-03T11:13Z [----] followers, [--] engagements


".     . $MSFT $AMZN $Google"  
[X Link](https://x.com/orel2589/status/1665246916320407553)  2023-06-04T06:39Z 10.1K followers, [--] engagements


"-5        $TSLA"  
[X Link](https://x.com/orel2589/status/1668572422512017410)  2023-06-13T10:54Z [----] followers, [--] engagements


".   $UBER $INTU - 7500"  
[X Link](https://x.com/orel2589/status/1668739210365288449)  2023-06-13T21:56Z [----] followers, [--] engagements


"@BokovzaY $BSY    .       "  
[X Link](https://x.com/orel2589/status/1669291982361968643)  2023-06-15T10:33Z [----] followers, [--] engagements


"-Vertcial SAAS      .   $TYL $ROP  .    $PWSC  SAAS .   -PE"  
[X Link](https://x.com/orel2589/status/1671776256369606663)  2023-06-22T07:04Z [----] followers, [----] engagements


"9.2B$ -US Energy department  -EV . $F "The enormous loan by far the biggest government backing for a US automaker since the bailouts in the [----] financial crisis"  :"  
[X Link](https://x.com/orel2589/status/1671857330533593094)  2023-06-22T12:27Z [----] followers, [--] engagements


"SAAS      Bowery capital    [----]   CSI-     . [--]  Tyler Tecohnlogies -Roper"  
[X Link](https://x.com/orel2589/status/1671924443982053387)  2023-06-22T16:53Z [----] followers, [--] engagements


"- - ( ) CRM   Veeva Systems  CRM .     .    .    "  
[X Link](https://x.com/orel2589/status/1671924448084082712)  2023-06-22T16:53Z [----] followers, [---] engagements


".  : -     . -    . -          $BSY"  
[X Link](https://x.com/orel2589/status/1671924449866665984)  2023-06-22T16:53Z [----] followers, [---] engagements


".   [--]      .  NCR/ORACLE  /   $Toast  "  
[X Link](https://x.com/orel2589/status/1671924460209815557)  2023-06-22T16:53Z [----] followers, [--] engagements


"$ADSK       - $PCOR .       Epic systems/Veeva.       [--] "  
[X Link](https://x.com/orel2589/status/1671924461908508694)  2023-06-22T17:00Z [----] followers, [---] engagements


"@EdmondD52582093     Vertcial SAAS (  -EDTECH   $INST $PWSC    )       "  
[X Link](https://x.com/orel2589/status/1673013671520268294)  2023-06-25T17:01Z [----] followers, [--] engagements


"@EdmondD52582093    -    .  $INST   [-----]   -  . [-----]   EBITDA 27.5%  3.8% -2020"  
[X Link](https://x.com/orel2589/status/1673014176019628033)  2023-06-25T17:03Z [----] followers, [--] engagements


"-    -         - Vertical SAAS.   : $PWSC $ADSK $PCOR $ROP $ $TYL  -"  
[X Link](https://x.com/orel2589/status/1674708778229415936)  2023-06-30T09:17Z [----] followers, [----] engagements


". -CMA       [--] .    -Figma   1B$    .   . $ADBE"  
[X Link](https://x.com/orel2589/status/1674810727234772994)  2023-06-30T16:02Z [----] followers, [--] engagements


".   .       Mission critical:      $PANW $FTNT $MSFT"  
[X Link](https://x.com/orel2589/status/1691800177504395441)  2023-08-16T13:12Z [----] followers, [--] engagements


"Nice to have      .   -              Mission critical"  
[X Link](https://x.com/orel2589/status/1691800195615392115)  2023-08-16T13:12Z [----] followers, [---] engagements


"(-NRR )      CRM  Project managment - $HUBS  .  "  
[X Link](https://x.com/orel2589/status/1691800196965904522)  2023-08-16T13:12Z [----] followers, [---] engagements


"(  )    :    17%  24%   27%.    $GPN $FI  "  
[X Link](https://x.com/anyuser/status/1692144314342592904)  2023-08-17T12:00Z 12.4K followers, 15.6K engagements


":  : $SQ $ADYN $FOUR $PYPL  20% -45%    .  :   (GPV=Gross payment value)  (Take rate)  GPV"  
[X Link](https://x.com/orel2589/status/1693226138531705262)  2023-08-20T11:39Z [----] followers, [----] engagements


":    : $GPN $FIS $FI   : $SQ $ADYN $PYPL $Tost.       SMB    "  
[X Link](https://x.com/orel2589/status/1693226139983007932)  2023-08-20T11:39Z [----] followers, [----] engagements


"-30%    .              . $PTON"  
[X Link](https://x.com/orel2589/status/1694328928536547348)  2023-08-23T12:41Z [----] followers, [--] engagements


"@Nadav1457316 . $ADSK :)"  
[X Link](https://x.com/orel2589/status/1694441287158509641)  2023-08-23T20:07Z [----] followers, [---] engagements


"@YonatanMandelba              (   )   -SMB   -  $HUBS $MNDY"  
[X Link](https://x.com/orel2589/status/1695789584515305696)  2023-08-27T13:25Z [----] followers, [--] engagements


".   Vertcial SAAS .   - $ADSK -    CAD/AED  ////  -M&E    .  -$ADSK         DSY   On prem       procore     "  
[X Link](https://x.com/orel2589/status/1696176411910775189)  2023-08-28T15:02Z [----] followers, [---] engagements


"-   -    . -               $PAYC $PAYX $ADP $PCTY $PCOR $WDAY $CDAY       : $SQ $ADYN $PYPL $SHOP $SPOT $UBER $PWSC $ABNB $DDOG $CRWD $TWLO $LULU $INTU $ADBE $META $TWTR $HERMES $PLTR           -  :"  
[X Link](https://x.com/orel2589/status/1696812890798391488)  2023-08-30T09:11Z [----] followers, [----] engagements


"3    -      .    $S $CRWD $OKTA :   6.5% : - -Net new ARR 49M$  40M$  Saas   . -  149M$  [---] -  77%  74.5%   -22%    35.6% :    13.5%   23%   (  )   18%   -    -10.6% (  -NG)  13.9% (  3.3%)  8.6%    -15% . :    -Net New ARR  .  -    -Identity -SIEM ( - 500m$ )          (  ) -M&A  "  
[X Link](https://x.com/orel2589/status/1697357662625702358)  2023-08-31T21:16Z [----] followers, [--] engagements


"$EL    Hermes         (ROIC)    -     [--]    [--]  12%.   -4%       - $EL - :"  
[X Link](https://x.com/orel2589/status/1699003924294864957)  2023-09-05T10:17Z [----] followers, [----] engagements


"Salesforce/Oracle/SAP         -CRM/ERP   :   -Dynamics [---] ( -ERP/CRM )  - 5B$       150B$ ( -Enterprise applications market)   -2B$.        -AI  Copilot           -Dynamics   -ERP/CRM        .         26%            -        (SAP/Oracle/CRM)   ( ). 80%  Dynamics .       200B$  Dynamics  -2.5%     -CRM  -               .             ( )   "  
[X Link](https://x.com/orel2589/status/1700479925457649791)  2023-09-09T12:03Z [----] followers, [--] engagements


". $ORCL  :  -          :) If we had all our H100s delivered that we ordered we would have had an NVDA like quarter :       (/)   [-----]. :             AI   -      .     -AI    .  -2026:  65B$   45%   10%  - -   63B$       .    :    745B$  - 265B$ (Applications)  . -Applications -   -    ( ERP)        10%      [--] [--] .   -Maintenances (      -   ) 5B$     15-20b$   -On prem   11b$. :  2B$    .      -        84%. -    "  
[X Link](https://x.com/orel2589/status/1705161554759446948)  2023-09-22T10:06Z [----] followers, [--] engagements


"(   )   -Vertcial Saas .    Samsara $IOT +   .   $MANH       Guidwire $GWRE $CCC   . -  :)    -Healthcare $Veev $DH - $PHR.    Regtech  -Backoffice.  -Vertcial SAAS                   ( -Vsaas       -Pain point   -Founder fit )       (   Benchmark   ). -   .           -  - -VSAAS  $PWSC"  
[X Link](https://x.com/orel2589/status/1705525779541455087)  2023-09-23T10:13Z [----] followers, [----] engagements


"S&P500  :    - $SPGI"  
[X Link](https://x.com/orel2589/status/1706937320857821272)  2023-09-27T07:42Z [----] followers, [----] engagements


"( -Vertical Saas)  Veeva Systems    .    CRM    - 500m$    80% -CRM   -SOR -System of Record       .   SOR      .   Mission Critical.    .   -Vertical SAAS   .     35%  (    )   30% Rule of [--]        PBC (Public Benefit corporation)    .     -Scale: - [-----] - [-----] -  2.36B$ -  35-40% - [--]  [----]    . - [--] -  -Front office Commercial    CRM/Markenting   .   . -   93% Pharama/Biotech   /"  
[X Link](https://x.com/orel2589/status/1708835199889326389)  2023-10-02T13:23Z [----] followers, 11.7K engagements


"Veeva Systems . -      -  -    -   (GTM) -   -"  
[X Link](https://x.com/orel2589/status/1709980838190813505)  2023-10-05T17:16Z [----] followers, 19.3K engagements


"34   . $JEF Thank you Jeffries $JEF @Jefferies Jefferies Clients Shareholders and Employees Donate $8.6 Million (34M Shekels) to Provide Humanitarian Aid in Israel"  
[X Link](https://x.com/anyuser/status/1712092711841386757)  2023-10-11T13:08Z 12.4K followers, [----] engagements


": $Sq 10%  36%  $PYPL 12%  -30%  $ADYN -10%  50%  Toast $TOST 15% 12%   -15% $MQ  -10% (   5% ) $SOFI     $GPN -11% $FIS 15%          : Worldline   51% -  . C  Cab Payments  [--]   -80% .    :    $V $MA      . -Fed    (   )     Money/2020    .    :   [--] -EBITDA   [-----] (     )  [--]  [--]  [-----]    (TPV) [----]         Downround  . (  [----]    )    "  
[X Link](https://x.com/orel2589/status/1718967017053557212)  2023-10-30T12:24Z [----] followers, [----] engagements


"GPN  8% .   : -  9% -   45.7% ( 0.5%) -   11%   2023: -  7-8%   1.2%   [--] -12%"  
[X Link](https://x.com/orel2589/status/1719323095209594987)  2023-10-31T11:59Z [----] followers, [----] engagements


"-    (  )     Worldline       -  : $SQ $PYPL $ADYN        "  
[X Link](https://x.com/orel2589/status/1719323900771762531)  2023-10-31T12:02Z [----] followers, [---] engagements


"OpenAI .    "  
[X Link](https://x.com/orel2589/status/1726921360578912755)  2023-11-21T11:11Z [----] followers, [---] engagements


": OpenAI    :     -CTO     Observer"  
[X Link](https://x.com/orel2589/status/1730241544504922224)  2023-11-30T15:05Z [----] followers, [---] engagements


"AMD  AI   Broadcom (- $AVGO)    .    -31B$  [----] 25%    -AI 7.5B$   AMD 8%  .   -AI  [----] -9% 2B$ (  [--] -10%)    -25%  -7-8B$ .  :"  
[X Link](https://x.com/orel2589/status/1733484318683505014)  2023-12-09T13:50Z [----] followers, [---] engagements


"- :  -   .   $SQ   -CashApp      -ARPU (  ) -50$  -10$.       Venmo    .              ()       .     [---]   -30%  : - 86% - 110%  160%  11% (    )   $GPN 18% -Fiserv 72%"  
[X Link](https://x.com/orel2589/status/1733492098270187943)  2023-12-09T14:21Z [----] followers, [----] engagements


"@Aknietzsche  :    -Intuit"  
[X Link](https://x.com/orel2589/status/1733594554836656616)  2023-12-09T21:08Z [----] followers, [--] engagements


"-FOMO  .   -AI   - : ( ) - ( AMD)     AI :)      "  
[X Link](https://x.com/orel2589/status/1735036484175155416)  2023-12-13T20:38Z [----] followers, [---] engagements


"-Mongo DB      MGM Resorts MOVEit   Yum brands (  Pizza Hut KFC )-   :  : -      -   -  -"  
[X Link](https://x.com/anyuser/status/1736276214288146553)  2023-12-17T06:44Z [--] followers, [----] engagements


".    .   '   - Chad Richison       Paycom   .        PAYC  -HCM  ( -HCM          ). :           [-----] 10-12% 50%    40-45% .  .           -15%    206$.                  "  
[X Link](https://x.com/orel2589/status/1737162489127931944)  2023-12-19T17:26Z [----] followers, [----] engagements


"-Vertical Saas       .   : $SQ $ADYN $PYPL -Vertical Saas  : $PWSC $VEEV     : $SHOP $INTU $ADBE $UBER $DDOG $CRWD $CRM $CART  :  Toast .          .     (-    - Vertical Saas)   . - . https://t.co/r7iH1cvbo3  Toast .          .     (-    - Vertical Saas)   . - . https://t.co/r7iH1cvbo3"  
[X Link](https://x.com/anyuser/status/1742156244985455020)  2024-01-02T12:09Z [--] followers, [----] engagements


"Anson Fund Legion Partners   $TWLO       -      .       -5%      (-NRR -101%  1%  131% -2021)     .   -       TWLO.      TWLO   -CFO Khozema Shipchandler   Jeff Epstein    .   7%         -        Anson Funds and Legion         (SOTP (Sum Of The Parts         .   : -CFO       5%   [----]                -       -D.N.A     $twlo    -   -   -  -"api economy -    -         https://t.co/RST3k28Zm0   $twlo    -   -   -  -"api economy -    -         https://t.co/RST3k28Zm0"  
[X Link](https://x.com/anyuser/status/1744706020490780918)  2024-01-09T13:01Z [--] followers, [----] engagements


". -VP Engineering - Karan Gupta     -AI [---]     new Head of Engineering. $CRWD $PALO"  
[X Link](https://x.com/orel2589/status/1744707317411594486)  2024-01-09T13:06Z [----] followers, [---] engagements


"- $TWLO  (    )  -  -Match.com      .     -+12/11% +4/5%       - $PYPL       .  - $BMBL $GRND $MTCH       ( ) .    [---------]     (   )         [--] [---]     .       :      : -  Hinge -     20-30%. - -Turn around       -R&D      AI  . -     . -     -     .      7-10%.  [---]  [--]  [-----] [----]  Ellie Seidman [-----] [----]  Jim Lanzone [-----] [----]  Renate Nyborg [-----] [----]  Bernard Kim  - Faye Iosotaluno  "  
[X Link](https://x.com/anyuser/status/1745130116307374413)  2024-01-10T17:06Z [--] followers, [----] engagements


"2023  -   [---] -        . -  Bain    [-----] -  -    [-----] -     -  (  ) MathWorks (  MATLAB)   - -Vertical Saas   -  [--] [-----]      [-----]  [-----]  -  [---] -  -18-  [--]  [----] -  [---]   [----] -"  
[X Link](https://x.com/orel2589/status/1745478460804419859)  2024-01-11T16:11Z [----] followers, [----] engagements


"@Nadav1457316                     Intuit -"  
[X Link](https://x.com/anyuser/status/1746512862497890624)  2024-01-14T12:41Z [--] followers, [---] engagements


":    Alex Chriss -CBNC       : PYPL Planning to Shock the World (in a good way this    25%            .   .    -      -    -AI  -.       Turnaround  - $EBAY     : -   -    - - Braintree  -          (  -    -   -AI  :   "  
[X Link](https://x.com/orel2589/status/1749852600319475993)  2024-01-23T17:52Z [----] followers, [--] engagements


".      :          . -      -     AI    -Conversion  -            -    -   -    -  [--]    -        .     [--]  Venmo-       -  4%"  
[X Link](https://x.com/orel2589/status/1750581942158762102)  2024-01-25T18:10Z [----] followers, [--] engagements


":         : $pypl $mndy $meta $sq $crm $shop $spot $twtr $lulu $pltr $Veeva $TOST $CRWD $DDOG                  "  
[X Link](https://x.com/orel2589/status/1753719091603419603)  2024-02-03T09:56Z [----] followers, [--] engagements


"-  iRobot [--] (Colin Angle)   (  )   65%   ( ).   -   [----]  .   -"  
[X Link](https://x.com/orel2589/status/1754207975038652665)  2024-02-04T18:19Z [----] followers, [--] engagements


"-  iRobot [--] (Colin Angle)   (  )    65%   ( ).   -   [----]  .   -     D.N.A       "  
[X Link](https://x.com/orel2589/status/1754208889648685448)  2024-02-04T18:22Z [----] followers, [--] engagements


"( 22)  .        .  . @relevant_il @AviSterniA @CiItay    2"  
[X Link](https://x.com/orel2589/status/1754487058754687000)  2024-02-05T12:48Z [----] followers, [--] engagements


".   ()  : -   [--]    - Fis/fiserv/GPN            Margin of Safety -     (PPCP)     ( -SMB) -     -            7-9% - :  -ARPU     -    -EU    "  
[X Link](https://x.com/orel2589/status/1754487061225111735)  2024-02-05T12:48Z [----] followers, [--] engagements


": -    -  -      Mailchimp      -Intuit      . - -Braintree                 . -   @AviSterniA . - -25%     ( Float)    -"  
[X Link](https://x.com/orel2589/status/1754487063070511521)  2024-02-05T12:48Z [----] followers, [--] engagements


".    : $NOW $NFLX $SPOT"  
[X Link](https://x.com/orel2589/status/1754879069227749656)  2024-02-06T14:45Z [----] followers, [--] engagements


"@DekelLior   : $UBER $PCTY $Snap $Dash $FTNT $PYPL"  
[X Link](https://x.com/orel2589/status/1754904490640134422)  2024-02-06T16:26Z [----] followers, [--] engagements


"-  .  [----] -AI/ -AI (   )  (  )   .   IBM -4.45M$     -8T$ [-----] 3T$ [-----] (   )  -      Cyberark   AI        .   :       : $CYBR $CRWD $PAL"  
[X Link](https://x.com/orel2589/status/1756378425814573378)  2024-02-10T18:03Z [----] followers, [--] engagements


"-HCM  : $PCTY $PAYC $WDAY $ $PYCM $DAY     [---]  Ebitda [----]     [--]  15-25   .  :     : $ADP $PAYX [----]  -   (   )     .    : -HCM (Human Capital managment)  -       -AI    [----]  [---] 3.6B$  2019-2023.       @EynatGuez"  
[X Link](https://x.com/orel2589/status/1757102678302212492)  2024-02-12T18:01Z [----] followers, [--] engagements


"instaCart $Cart        +            -  -20%     [---] -EBITDA  [--]  .  -       .  :  2023: -  -5%   -UBER -  -19%   20% (  5%   )  -18% : -  (GTV) -7% -  -6%   -6%  -7%  76% EBITDA 25% -  17%"  
[X Link](https://x.com/orel2589/status/1758110241810419891)  2024-02-15T12:45Z [----] followers, [--] engagements


"7.4% -OpenAi   -Sora (  )     - -AI      : -      -FireFly  -Midjourney       . -   -AI      -TAM   . -                  "  
[X Link](https://x.com/orel2589/status/1758844240006705371)  2024-02-17T13:21Z [----] followers, [--] engagements


"$DBX        : :   -   //     (File sync and Share or FSS)  700m -   -AI   -   [--] [-----] DropBox Dash ( )  AI -    :      18.2m    ( -ARPU -3.6% [-----]   -139.38$) -    [--]  [--] -EBITDA [-----] - (Andrew)      -  25.6% -  -3%     -1.9%    -AI  -    . :   -    Commodity            . -     :   20-30% (2015-2018)  7% (-2023)  3% -  :       :   DocSend/FormSwift      -  -2.5%         -Conversion  -        [---]     111% -  [--]  ( )            -    Ebay       "  
[X Link](https://x.com/orel2589/status/1759317009018368464)  2024-02-18T20:40Z [----] followers, [--] engagements


"$ETSY          $MTCH   ( )    - @AviSterniA.    7.6%-   $EBAY  : -  -7%   -21% (Take rate)   (GMS) 13.2B$  1.2%  -        . -   -28%    . -    -3% -92M -   577M$  [----] 87% .   : - -   -  21-21.5% -  -26% ( )  -7%   (   [----]   )  [--].       .   [--]   .           Ebay     :      "  
[X Link](https://x.com/orel2589/status/1760464404884181331)  2024-02-22T00:39Z [----] followers, [--] engagements


"$Ebay     (  [--]  [--] -EBITDA)   -2% $ETSY -1.4% -      [--]       @AviSterniA  "  
[X Link](https://x.com/orel2589/status/1767194694809682390)  2024-03-11T14:23Z [----] followers, [--] engagements


"@AviSterniA   -        $ETSY        @relevant_il"  
[X Link](https://x.com/orel2589/status/1767560923424977227)  2024-03-12T14:38Z [----] followers, [--] engagements


"-   .   -Youtube          .      .   :    :  Baillie Gifford:           -  11.5%   :   Brad gertsner        Brad  . https://www.youtube.com/watchv=npBC3R-dOr0&t=13s https://youtube.com/@BaillieGiffordUK/videos https://youtube.com/watchsi=HsEF127Ge-krrAxS&v=PYXtFKFsI0U&feature=youtu.be https://www.youtube.com/watchv=npBC3R-dOr0&t=13s https://youtube.com/@BaillieGiffordUK/videos https://youtube.com/watchsi=HsEF127Ge-krrAxS&v=PYXtFKFsI0U&feature=youtu.be"  
[X Link](https://x.com/anyuser/status/1769376199543869578)  2024-03-17T14:52Z 12.4K followers, 30.2K engagements


":  : -   25%  -30%  -30% . -   [-----]   [-----]  .         (Approval rate)                      -        (  )      -70%      .  [--]    20%- Braintree ( )  -30%   ( )     :   -       65b$    -3-3.7B$  20%  4b$    [--]  .    "  
[X Link](https://x.com/orel2589/status/1771576649542234458)  2024-03-23T16:36Z [----] followers, [--] engagements


"-        : $PWSC $PYPL $SQ $CRWD $SPOT $SHOP $CRM $ADBE $TOST $VEEV $TINY $TWLO (     )+       - (    )  -                  . https://linktr.ee/Orel2589utm_source=linktree_profile_share<sid=dc78789d-723b-4b57-a9bf-ab2f1dd3ada9 https://linktr.ee/Orel2589utm_source=linktree_profile_share<sid=dc78789d-723b-4b57-a9bf-ab2f1dd3ada9"  
[X Link](https://x.com/anyuser/status/1773263600959795327)  2024-03-28T08:19Z 12.4K followers, [----] engagements


".  -The Verge ( ) -Chat Bots   -         . " I found that these language model-based bots are genuinely more useful than a page of Google results. But in most cases I discovered exactly how hard it will be for anything AI or otherwise to replace Google at the center of the web. :"  
[X Link](https://x.com/orel2589/status/1774783632676127047)  2024-04-01T12:59Z [----] followers, [--] engagements


"-AI  (   -2)    AI    ( )   -     . $AMZN $GOOG"  
[X Link](https://x.com/orel2589/status/1778817927128441087)  2024-04-12T16:10Z [----] followers, [--] engagements


"Baidu  AI     [--] -200M Ernie Bot ( -'   -GPT )    -200M   -200M  85K"  
[X Link](https://x.com/orel2589/status/1780515463677501844)  2024-04-17T08:35Z [----] followers, [--] engagements


"Acquired-       -   "  
[X Link](https://x.com/orel2589/status/1782313820645634304)  2024-04-22T07:41Z [----] followers, [--] engagements


"13%  -   .      31% -   "  
[X Link](https://x.com/orel2589/status/1783605339436229062)  2024-04-25T21:13Z [----] followers, [--] engagements


".   $DAY   .   -  "  
[X Link](https://x.com/anyuser/status/1784961247105941593)  2024-04-29T15:01Z 12.4K followers, 46.2K engagements


"-     -   : Cerdian (  -Dayforce)     [-----] (   Control Data). [----]     5.3B$         Dayforce  [----]     David Ossip   ( )     ( 80% )    -Dayforce [----].      (    )          (  -AI)  LMS         .     / (Enterprises)  [----] [------] [----]   400M$ HCM"  
[X Link](https://x.com/orel2589/status/1784961250885013726)  2024-04-29T15:01Z [----] followers, [--] engagements


": -  1.5B$ ( 21% 2023)   - -Dayforce 80%    Bureau   [----] 12%  -PowerPay   8%    [--]   -20%    (  IT  )  . -   [----]  [-----] -  47.1% -  14.1%   8.9%         -   "  
[X Link](https://x.com/orel2589/status/1784961253976289324)  2024-04-29T15:01Z [----] followers, [--] engagements


"-  BlueOrca   Dayforce                              -  -TrackRecord        "  
[X Link](https://x.com/orel2589/status/1784961256945848629)  2024-04-29T15:01Z [----] followers, [--] engagements


"-            [--]  -43$ -89M$    [-----]        / -35% -50%            Outsource  Accenture    .    [----]  -50%    "  
[X Link](https://x.com/orel2589/status/1784961264772436201)  2024-04-29T15:01Z [----] followers, [--] engagements


"40-44%    Workday   80% Paycom         - Adjusted Cloud Recurring Gross margin  78.7%  80%.       -                   - .     Float    11%  25% .  Float         Cerdian     [--]        [--] -           . Float   -41% EBITDA     5-24%.         -57%"  
[X Link](https://x.com/orel2589/status/1784961269176402001)  2024-04-29T15:01Z [----] followers, [--] engagements


"-  .      [---] -    AI        -       . -   -ITSM    -ERP/HCM   -  -TAM -275B$ (   ) [--]   -PRO   -AI -        [--] 50%.   -   20% [---]  -   -10% -18%   1%"  
[X Link](https://x.com/orel2589/status/1787779215804260745)  2024-05-07T09:39Z [----] followers, [--] engagements


"AI -Capex  .    "Capex intensive"     (  )    [----]    [---] -200B$   130-150  -"AI"   [---] -50%.          -     1-3%    "Non Gaap"    -Capex  [----]       [----]        Win-Win         -AI   .    : -             (ROIC) -                 -   Capex intensive"  
[X Link](https://x.com/orel2589/status/1790771996189503951)  2024-05-15T15:51Z [----] followers, [--] engagements


":  Trigg Ran  [----]       -CFO Fay Sien   CFO   -Chief Accounting Officer -Servicenow   .    Maurica Duca 40%     IGSB  : (    -        [---]     60%   20%  -NON GAAP 20%   [---] :    20%.            ()           -Vertical Saas          Mission critical       -ROI   -TCO ( )              (      )  "  
[X Link](https://x.com/orel2589/status/1798354218534809914)  2024-06-05T14:00Z [----] followers, [--] engagements


":         : $CRM $HUBS $INTU $WDAY    : - [--] Budget Flush               -                -        -AI          -HOLD    -ERP  -AI               -    -AI          Mission critical    (    )"  
[X Link](https://x.com/orel2589/status/1798354220816453910)  2024-06-05T14:00Z [----] followers, [--] engagements


"Accenture ( IT )  " 7%  - -Bookings -22% -AI  2B$"  
[X Link](https://x.com/orel2589/status/1803789493981335748)  2024-06-20T13:58Z [----] followers, [--] engagements


"Roaring kitty ( 6.6% )           "  
[X Link](https://x.com/orel2589/status/1808031756685135965)  2024-07-02T06:55Z [----] followers, [--] engagements


"-Roaring Kitty  6.6%  [--] . -       (9-12%)       [---] $  [-----]  Ryan Cohen ( -Gamestop)  Mr Chewy ( [-----] -Chewy)       [----]   PetSmart -3.3B$ [----] Ryan  [----]   [----]   : 37% [----] [----] -47%    Unit Economics    -25.5% [-----] 12.8% [----]            [----]    -       -     -434$ [----] -562$    -  -25.5% [----] -29.7% -  -EBITDA ( )  4.8% -5.7%    [---] $       -29.7% -EBITDA -5.7% 3.1%    350-400 $   [--].  [---] $       10%.   -70%    -Keith Gill   [--]  (6.6% )          -ARPU   -10%  (  [---] $  )         -Roaring Kitty  :"  
[X Link](https://x.com/orel2589/status/1808119758874665218)  2024-07-02T12:45Z [----] followers, [--] engagements


"Dassault -Autodesk"  
[X Link](https://x.com/orel2589/status/1810752967680589887)  2024-07-09T19:08Z [----] followers, [--] engagements


"SOFI           NU (  )  . $SOFI   $NU  .   [--]  Sofi NU [--]  "  
[X Link](https://x.com/orel2589/status/1812177708652081343)  2024-07-13T17:30Z [----] followers, [--] engagements


"- $MTCH    TrackRecord       40%        5.5$  4.17$   [--]   70%"  
[X Link](https://x.com/orel2589/status/1813279569824391365)  2024-07-16T18:28Z [----] followers, [--] engagements


": -          (  5%  ) -       -AI"  
[X Link](https://x.com/orel2589/status/1816093553833173129)  2024-07-24T12:50Z [----] followers, [--] engagements


"-6%.        : $UBER -     21% -40B$   14% (-156M )     6%  -17%              (      )      7% . - -EBITDA (   ) -71% -1.57B$ -   1.8B$   1.7B$  -  1.08B$ ( ) 796M$ .      [--]   [--]  ( )       . : -Mobiltiy    (   ): - -27%  (GBV) 27% -  1.56B$  33% -Delivery: -   17%   -9%   (Take rate) -19.6% -18.2% - -Ebitda 588M$  78% . -Freight      (  ): -    1% -  12M . -AV         ""            (AV)      6X.   ( )   - 35%    . -    -Uber one       (4.9$ ) -Uber Ads:    1B$   . -    AV    AV   -6X  -   : "on the Uber platform we remain confident that we are the best partner for the commercialization of"  
[X Link](https://x.com/orel2589/status/1820788854200123789)  2024-08-06T11:47Z [----] followers, [--] engagements


"Free Cash flow       "  
[X Link](https://x.com/orel2589/status/1821234754718511487)  2024-08-07T17:19Z [----] followers, [--] engagements


"-Open AI  100b$    Thrive Capital.  -   -"  
[X Link](https://x.com/orel2589/status/1829516349980451050)  2024-08-30T13:47Z 10.1K followers, [--] engagements


".       : -  [--]  -GPU  Geforce256 -   (Blackwell)  -       Enterprises  AI (Soverign Ai)   Omniverse -     Ai Factories        CRM/ERP      -        (Amd) -       AI   -     :        68%  68%     :"  
[X Link](https://x.com/orel2589/status/1843638447124234294)  2024-10-08T13:03Z 10.1K followers, [--] engagements


".  -AI    ASML   TSMC      .     (Fab)     (         )        .  -              ASML   -47% -20%       $LRCXX $KLAC (  ).   ( -HBM -AI   )"  
[X Link](https://x.com/orel2589/status/1846537631301026061)  2024-10-16T13:04Z 10.1K followers, [--] engagements


"@ElbazYonatan   .   TSMC  AMD/ASML/Cadence   - Business Breakdown"  
[X Link](https://x.com/orel2589/status/1846537940031135818)  2024-10-16T13:05Z 10.1K followers, [--] engagements


"Chuck Akre  : - MA Moody -  - Costar Airbnb"  
[X Link](https://x.com/orel2589/status/1858161087071261087)  2024-11-17T14:51Z 10.5K followers, [---] engagements


"$IBM   : So if you put all that together and then if you add what other M&A we might do because since you raised that let me just detox organic and inorganic I'm very optimistic about the current M&A environment. Of course all regulators will always watch for misbehavior and for areas where they see too much consolidation. That said what we've seen over the last four months has made us optimistic that we are now in a rational regulation environment where M&A that makes sense will get approved in reasonable timeframes"  
[X Link](https://x.com/orel2589/status/1948719481561235954)  2025-07-25T12:18Z 11.5K followers, [----] engagements


"WIX Why AI Wont Replace @Wix (and Why Websites Are More Than Pretty Pages) People keep asking me if Wix is at risk of being replaced by AI. The short answer is NO because the fact that you can create an HTML from a drawing on a napkin does not mean you can run a real website. https://t.co/A3ANdnvGIe Why AI Wont Replace @Wix (and Why Websites Are More Than Pretty Pages) People keep asking me if Wix is at risk of being replaced by AI. The short answer is NO because the fact that you can create an HTML from a drawing on a napkin does not mean you can run a real website. https://t.co/A3ANdnvGIe"  
[X Link](https://x.com/orel2589/status/1955639502204240140)  2025-08-13T14:36Z 11.8K followers, [----] engagements


"@griffithbrand @BourbonCap We wrote in detph about CLBT https://x.com/orel2589/status/1956428276211327127 @KairosPraxis Sure Lets break this down step by step. Seasonality and Guidance Cut First a reminder the second half (H2) is usually the strongest. To properly understand seasonality you need to look at six consecutive quarters. In this case were looking at the last six though the first https://x.com/orel2589/status/1956428276211327127 @KairosPraxis Sure Lets break this down step by step. Seasonality and Guidance Cut First a reminder the second half (H2) is usually the strongest. To"  
[X Link](https://x.com/orel2589/status/1957086970917654939)  2025-08-17T14:27Z 11.6K followers, [--] engagements


"Base44 is absolutely crushing it. Theyre not just accelerating theyre accelerating on the acceleration. On the last call they said they were on track for $4050M ARR and now theyre adding $1M in ARR every [---] days. I wouldnt be surprised to see 80M$ ARR $WIX"  
[X Link](https://x.com/orel2589/status/1966148278128402913)  2025-09-11T14:34Z 11.8K followers, [----] engagements


"Thanks 🙏 It was our top pick and still is. Very easy setup: acceleration in top line margin expansion strong buyback yield clear AI winner all at a very very attractive valuation. What more could you ask for F.D we have a position and might be biased $WIX Some stocks pitched by smart investors recently: - $WIX (Base [--] acq growing fast) - $KNF (building materials co; bet on multiple recovery - 9x EV/EBITDA v 16x peers) - $TOU.TO (Canada nat gas; multi-year lows despite largest NA reserves) Some stocks pitched by smart investors recently: - $WIX (Base [--] acq growing fast) - $KNF (building"  
[X Link](https://x.com/orel2589/status/1966894716676698426)  2025-09-13T16:00Z 11.8K followers, [----] engagements


"@zoomyzoomm @buccocapital How do you based the race to the bottom Is the business decelerating Are they using their capital the wrong way I.E doing desperate M&A Is management selling shares Are they losing market share"  
[X Link](https://x.com/orel2589/status/1967116108999348626)  2025-09-14T06:40Z 11.8K followers, [---] engagements


"@zoomyzoomm @buccocapital Okay 1: WIX has more than enough FCF to fight them just look at Base44 head count growth from [--] to [--] in [--] months. 2: how is that answering my question"  
[X Link](https://x.com/orel2589/status/1967120966703870413)  2025-09-14T06:59Z 11.8K followers, [---] engagements


"Have you seen WIX numbers CORE businssss Q2 is accelerating and Base44 going to contribute around 4-8% growth next year depends on your assumptions so around 40-70% of WIX total growth is tied to Base44. Just a reminder the contribution from Base44 revenues we will only see in 2026"  
[X Link](https://x.com/orel2589/status/1967126254294851860)  2025-09-14T07:20Z 11.8K followers, [--] engagements


"We think $WIX remains an asymmetric long even after a 50% rally driven by bookings acceleration strong FCF and buyback yield. The bear case centers on deceleration in the core business margin compression from Base44 and SBC eating into FCF. we think this is wrong"  
[X Link](https://x.com/anyuser/status/1967585874558026143)  2025-09-15T13:46Z 12.4K followers, 61.2K engagements


"Introduction BrainsWay (NASDAQ/TASE: BWAY) is a medical device company growing double-digits (with an expected acceleration in the bull case) 75% gross margins and has recently turned cash-flow positive following a strategic shift led by CEO Hadar Levy who took the helm in early [----]. The stock trades at an EV/EBITDA multiple of 15x for [----] based on our EBITDA forecast has a strong balance sheet and is supported by a significant strategic investor. No less important: it brings relief to people suffering from severe depression"  
[X Link](https://x.com/orel2589/status/1970136832223662132)  2025-09-22T14:43Z 11.9K followers, [---] engagements


"Many veterans of the Israeli capital markets know the company as a dream stock that sells odd-looking helmets. The hesitation of those familiar with the old BrainsWay is understandable but we believe the company has made a significant strategic pivot and has meaningful potential in the coming years. The medical devices sector isnt ANEKs natural hunting ground so as part of our in-depth research and diligence process we have dedicated significant time to meeting with board members company executives Israeli funds holding the stock psychiatrists in the community and in hospitals in Israel"  
[X Link](https://x.com/orel2589/status/1970136835243282681)  2025-09-22T14:43Z 11.9K followers, [---] engagements


"before going into the valuation and our scenarios we want to emphasize the risks here and there is alot of risks: Its a small under-the-radar company with almost no coverage so trading volume is low. The incremental buyers arent fully aligned with the story I.e weak hands. Beyond the technical risks there are others to keep in mind: BrainsWays future hinges on executing its three-pronged strategy: organic growth clinic-network model and international sales. This is ambitious and complex in a competitive market and the burden of proof is on BrainsWay. While we are comfortable with Levy as CEO"  
[X Link](https://x.com/orel2589/status/1970136858102264187)  2025-09-22T14:43Z 11.9K followers, [---] engagements


"Valuation & Scenarios Base Case (2027): Revenue of $91m (36m from organic leasing 10m from clinic-network leasing 45m from direct sales) +18% vs. consensus. We exclude $20m in interest income from clinic loans treating it as a free option. EBITDA margin: 34% ($31m EBITDA). Multiple: 16x. Expected return: 70%. As we can see from the chart the street (just [--] analysts) is well below our numbers. We expect upward revisions into next year. Valuation: as we can see even when we don't have a lot of comps Brainsway is growing very fast and trading at a attractive valuation"  
[X Link](https://x.com/orel2589/status/1970136861629653473)  2025-09-22T14:43Z 11.9K followers, [---] engagements


"Bull Case: Accelerated growth (36% in [----] 41% in 2027) revenue of $103m (40m organic leasing 11m clinics 52m direct sales) EBITDA margin 36% ($37m EBITDA). Multiple: 18x. Expected return: 120% Bear Case: Slower growth (21% in [----] 20% in 2027) revenue of $74m (27m organic leasing 5m clinics 42m direct sales) EBITDA margin 20% ($15m EBITDA). Multiple: 13x. Expected loss: 35%. So overall thats why its one of our top picks an under-the-radar story accelerating topline expanding margins backed by a strategic investor with asymmetric risk/reward skewed to the upside"  
[X Link](https://x.com/orel2589/status/1970136866318934276)  2025-09-22T14:43Z 11.9K followers, [---] engagements


"Citi: Base44 is Viewed as Best Vibe Coding Tool on the Market. The most significant takeaways from the call for us were Mr. Kennys views on Base44 being the best $WIX"  
[X Link](https://x.com/orel2589/status/1971575898513219590)  2025-09-26T14:01Z 11.9K followers, [----] engagements


"@buccocapital And the market thinks WIX is an AI loser again Even after all the alternative data showed that they (Base44) are accelerating their market share gains even in September. $WIX"  
[X Link](https://x.com/orel2589/status/1973412345373417814)  2025-10-01T15:39Z 11.9K followers, [----] engagements


"Our thesis in very much intact $WIX MR market. Stupid sell off We think $WIX remains an asymmetric long even after a 50% rally driven by bookings acceleration strong FCF and buyback yield. The bear case centers on deceleration in the core business margin compression from Base44 and SBC eating into FCF. we think this is wrong We think $WIX remains an asymmetric long even after a 50% rally driven by bookings acceleration strong FCF and buyback yield. The bear case centers on deceleration in the core business margin compression from Base44 and SBC eating into FCF. we think this is wrong"  
[X Link](https://x.com/orel2589/status/1973427938201944527)  2025-10-01T16:40Z 11.9K followers, [----] engagements


"Were happy to share another one of our top picks a small-cap under-the-radar company that isnt widely covered but checks all the boxes we look for at Anek. We highly recommend reading our full thread to get up to speed on Kneat but here's a summary: I want to share a brief thesis about an interesting opportunity were investing in at ANEK. The company is Kneat Solutions $KSI.TO and its one of our top picks. We see a 25% IRR to FY27 based on EV/Revenue valuation. I want to share a brief thesis about an interesting opportunity were investing in at ANEK. The company is Kneat Solutions $KSI.TO and"  
[X Link](https://x.com/Orel_Levy_/status/1946950560445239750)  2025-07-20T15:09Z 12.3K followers, 12K engagements


"@SimeonResearch_ Hi the name is Brainsway $BWAY. regardless on our numbers they are trading at 14-16X Ebitda for [----]. F.D we have a position and we are biased @idan_seri @ANEKCapital"  
[X Link](https://x.com/Orel_Levy_/status/1996241637081596298)  2025-12-03T15:34Z 12.3K followers, [---] engagements


"Kneat: is a vertical SaaS company with zero churn mission-critical software and a founder-led team. Its growing 3040% with clear margin inflection underway. If it were trading in the U.S we believe it would be valued double the current multiple its trading"  
[X Link](https://x.com/orel2589/status/1946950562789953629)  2025-07-20T15:09Z 12.1K followers, [---] engagements


"It was easier for us to underwrite this opportunity given our past experience as Veeva shareholders where the market misunderstood the Salesforce risk. We think its making the same mistake again here with Kneat. $VEEV $KSI"  
[X Link](https://x.com/orel2589/status/1946950565302337590)  2025-07-20T15:09Z 12.1K followers, [---] engagements


"@hamenateah Great summary of your thesis. i think the market is still sleeping on Kneat $KSI"  
[X Link](https://x.com/orel2589/status/1946950949391458740)  2025-07-20T15:10Z 12.1K followers, [---] engagements


"Thanks Scott If I had to sum up the print (Q2 report) Id say it was in line with what we discussed in the video. Theyre lowering ARR guidance by $2025M (about 4%) but offsetting that with higher EBITDA margins they have the leverage. As a reminder Magnet operates at around 40% EBITDA margins. There was a chance they wouldnt reduce guidance if they included Corellium in the outlook (Corellium is on track to generate $50M ARR in [----]. they paid 3.4X [----] ARR for the company) but they didnt. Still the setup for [----] looks exceptional positioning us for revenue growth to accelerate from the"  
[X Link](https://x.com/orel2589/status/1956305379203174640)  2025-08-15T10:42Z 12K followers, [----] engagements


"@KcrCap When you find one let me know. The problem with those podcasts is that its usually rare to find real depth or quality. Most of the time if you already know the name its just more of the same with little truly new information"  
[X Link](https://x.com/orel2589/status/1956329994499625405)  2025-08-15T12:19Z 12K followers, [--] engagements


"Great note from Voss Capital on $CLBT. At Anek we are closely aligned with Vosss thesis on the acceleration. Full Disclosure- it's one of our Top picks "Cellebrite looks well positioned to re-accelerate into [----]. We view this quarter as one that successfully reset the bar while offering investors one of the highest-quality free cash flow profiles in all of small-cap software safely sequestered in a staunch duopoly" @CapitalVoss @AggieCapitalist @jonrice80"  
[X Link](https://x.com/orel2589/status/1958957734583574533)  2025-08-22T18:21Z 12.1K followers, 11.8K engagements


"Just to reiterate something that may have been misunderstood from the many DMs we received: Base44s growth into [----] is expected to drive 59% incremental growth. This means Wixs overall growth should accelerate from 1213% (core business) to 1820% all while maintaining the same FCF margins (2930%). In other words Wix will be hitting the Rule of [--] while still trading as if its a Rule of [--] companyat just 12x [----] FCF. Weve seen this dynamic before with so-called broken structural terminal value stories like Meta Netflix and others. Once they showed clear acceleration multiples re-rated"  
[X Link](https://x.com/orel2589/status/1967630401909715153)  2025-09-15T16:43Z 12K followers, [----] engagements


"i think its easy to understand no Brainsway is steadily taking market share from $STIM and is on track to accelerate topline growth into [----] toward 30% with significantly better margins. They also have a very strong balance sheet and Valor as a strategic investor. If @idan_seri wants he can expand on why we at ANEK like $BWAY"  
[X Link](https://x.com/orel2589/status/1967941002250883577)  2025-09-16T13:17Z 12.1K followers, [---] engagements


"Tomorrow were sharing our thesis on Brainsway $BWAY interesting under the radar story. Market leader accelerating topline into the 30s EBITDA margin ramping to 20% (from 510% this yr). Backed by Valor (SpaceXs biggest investor). Strong BS. Trading at 16x [----] EBITDA"  
[X Link](https://x.com/orel2589/status/1968290761881051252)  2025-09-17T12:27Z 12.1K followers, [----] engagements


"We will share today our thesis. $BWAY Tomorrow were sharing our thesis on Brainsway $BWAY interesting under the radar story. Market leader accelerating topline into the 30s EBITDA margin ramping to 20% (from 510% this yr). Backed by Valor (SpaceXs biggest investor). Strong BS. Trading at 16x [----] EBITDA. Tomorrow were sharing our thesis on Brainsway $BWAY interesting under the radar story. Market leader accelerating topline into the 30s EBITDA margin ramping to 20% (from 510% this yr). Backed by Valor (SpaceXs biggest investor). Strong BS. Trading at 16x [----] EBITDA"  
[X Link](https://x.com/orel2589/status/1970098239052337653)  2025-09-22T12:09Z 12.1K followers, [----] engagements


"We see Brainsway as one of our top picks at Anek a small under-the-radar company accelerating topline 30% by [----] expanding margins into 20% and more (Rule of 50) Trading at 1415x EBITDA [----] backed by Valor (largest investor in SpaceX). @idan_seri $BWAY F.D we are long"  
[X Link](https://x.com/orel2589/status/1970136828805275780)  2025-09-22T14:43Z 12.1K followers, 13.3K engagements


"Management & Workforce In early [----] the company reshuffled leadership: Ami Boehm (ex-FIMI) became Chairman while COO Hadar Levy was promoted to CEO. Levy has worked at BrainsWay for [--] years previously as CFO and later leading U.S. operations which accounts for 81% of revenue. Shortly after Ido Marom joined as CFO. BrainsWay employs [---] people half in the U.S. and half in Israel. Devices are assembled in Jerusalem from either locally-sourced or self-made components. The company is currently working on creating a production line in Mexico with future plans to build a U.S. manufacturing hub"  
[X Link](https://x.com/orel2589/status/1970136848363139411)  2025-09-22T14:43Z 12.1K followers, [---] engagements


"Shareholders BrainsWay has two major shareholders: Masters Capital who has owned a 5% stake since [----] (it also owns 2.5% of rival Neuronetics) and Valor Equity Partners a $30bn PE fund which in September [----] bought 3m shares for $20m at a 20% premium with attached warrants for 1.5m more shares (likely exercised by year-end for an additional $14m). Valors investment aligns closely with BrainsWays new business model (see below). The investment is also personal: several years ago the daughter of Valor executive Jonathan Shulkin suffered from severe depression. Shulkin discovered TMS and"  
[X Link](https://x.com/orel2589/status/1970136850510606401)  2025-09-22T14:43Z 12.1K followers, [---] engagements


"Sharing our fat pitch again on Brainsway $BWAY We have a position We see Brainsway as one of our top picks at Anek a small under-the-radar company accelerating topline 30% by [----] expanding margins into 20% and more (Rule of 50) Trading at 1415x EBITDA [----] backed by Valor (largest investor in SpaceX). @idan_seri $BWAY F.D we are long We see Brainsway as one of our top picks at Anek a small under-the-radar company accelerating topline 30% by [----] expanding margins into 20% and more (Rule of 50) Trading at 1415x EBITDA [----] backed by Valor (largest investor in SpaceX). @idan_seri $BWAY F.D we"  
[X Link](https://x.com/orel2589/status/1970854242367008828)  2025-09-24T14:14Z 12.1K followers, [----] engagements


"Thanks $BWAY Added [--] new write-ups to the site (pt 1): @SFarringtonBKC - $LYB (watchlist) $ZIP $CRESY $VET @NuggetCapital - $COLD @orel2589 - $BWAY @TheParadoxIntel - $META / $ESLX.PA @PatchesAKF (updates) - $INTP.JK $MEGACPO.MX $NEXI.MI $EDEN.PA $LOG.MC $7094.T $BARN.SW https://t.co/67KvtCLMjy Added [--] new write-ups to the site (pt 1): @SFarringtonBKC - $LYB (watchlist) $ZIP $CRESY $VET @NuggetCapital - $COLD @orel2589 - $BWAY @TheParadoxIntel - $META / $ESLX.PA @PatchesAKF (updates) - $INTP.JK $MEGACPO.MX $NEXI.MI $EDEN.PA $LOG.MC $7094.T $BARN.SW https://t.co/67KvtCLMjy"  
[X Link](https://x.com/orel2589/status/1970932590279524680)  2025-09-24T19:25Z 12.1K followers, [----] engagements


"Something weird is happening behind the scenes of Cellebrite. $CLBT Sun Corporation which owns roughly 47% of Cellebrite jumped over 8% today on unusually high volume. Thats not just a random move. For years Sun has traded at a massive discount to its net asset value yet even now with the discount almost closed buyers continue to pile in. It feels like something is happening behind the scenes. (Value act is pushing Sun to sell Cellebrite) Its still speculation but to be honest a deal seems most likely in the first half of [----]. Once the market fully captures Cellebrites acceleration story"  
[X Link](https://x.com/anyuser/status/1978462434722816078)  2025-10-15T14:06Z 12.4K followers, 24.1K engagements


"@KairosPraxis Also MSI was down almost 5%"  
[X Link](https://x.com/orel2589/status/1978583410000998736)  2025-10-15T22:06Z 12K followers, [---] engagements


"@SimeonResearch_ Hi guys Yes we still think the market is sleeping on Cellebrite . At @ANEKCapital its our top pick. More specifically we believe the market doesnt fully understand the growth algorithm behind the story and the incremnetal margins. We actually did an episode about it on @YetAnotherValue. Full Disclosure- we have a position"  
[X Link](https://x.com/orel2589/status/1979570968411443525)  2025-10-18T15:31Z 12K followers, [---] engagements


"Morgan Stanley: "Drilling into the Q3 print ongoing durability in the core business bolstered by a strong top of funnel plus the layering in of Base44 related revenues could begin to place Wix back into the 'AI winners category'. Through this lens given [----] guidance already contemplates 2H acceleration simply executing to numbers should re-build credibility in that opportunity especially with shares RemainOW. we have a position - $WIX [--]  -VibeCoding      WIX [----]                - $WIX [--]  -VibeCoding      WIX 2026"  
[X Link](https://x.com/orel2589/status/1980630471269601729)  2025-10-21T13:41Z 12K followers, [----] engagements


"Did the market missed that PayPal $PYPL JV with OpenAi is also with $WIX"  
[X Link](https://x.com/orel2589/status/1983127529968820561)  2025-10-28T11:03Z 12K followers, [----] engagements


"@nirzo @PayPal @Wix @PerpLEXIty Great work Keep executing looking forward to more updates on Base44 at the Capital Markets Day"  
[X Link](https://x.com/orel2589/status/1983151826792075334)  2025-10-28T12:40Z 12K followers, [---] engagements


"Reminder why its still our top pick. $CLBT A quiet turnaround is unfolding at @Cellebrite ($) a global leader in digital intelligence software used by over [----] law enforcement and defense agencies globally. As we noted in our Q3 Investor Letter- "   https://t.co/xtJHEwM9db A quiet turnaround is unfolding at @Cellebrite ($) a global leader in digital intelligence software used by over [----] law enforcement and defense agencies globally. As we noted in our Q3 Investor Letter- "   https://t.co/xtJHEwM9db"  
[X Link](https://x.com/orel2589/status/1983467024065175740)  2025-10-29T09:32Z 12.1K followers, [----] engagements


"$WIX The funny thing is that the market is effectively pricing both Base44 and Wix as worth zero five years from now based on our reverse DCF work. If Base44 succeeds Wix should naturally re-rate and that is already starting to play out. We see a clear path to [---] million dollars in ARR for Base44 by [----] which should push Wix toward [--] to [--] percent growth ( It is difficult to model Base44 churn accurately) but the Street is currently at 13.8% so there is meaningful upside. If Base44 fails Wix should also re-rate because it would confirm that Wix is not a commodity. In other words Wix is"  
[X Link](https://x.com/orel2589/status/1989327587613536704)  2025-11-14T13:40Z 12.2K followers, 14.2K engagements


"$CLBT Former M&A Manager at Magnet Forensics on Cellebrite $CLBT being ahead of Magnet: Cellebrite seemed to focus more on R&D but they were also competitive in acquisitions. They were likely more active in integrations and a few steps ahead of Magnet in that regard. I remember Former M&A Manager at Magnet Forensics on Cellebrite $CLBT being ahead of Magnet: Cellebrite seemed to focus more on R&D but they were also competitive in acquisitions. They were likely more active in integrations and a few steps ahead of Magnet in that regard. I remember"  
[X Link](https://x.com/orel2589/status/1998400823013875967)  2025-12-09T14:34Z 12.3K followers, [----] engagements


"The English version for our way of thinking on Camtek $CAMT Camtek ( $CAMT) trades at a premium for a reason but does valuation already reflect what's coming Given the ongoing discussion around the company and the volume of investor questions we wanted to provide some of our input. First lets put on the table what is already known. https://t.co/IuT8goIMv8 Camtek ( $CAMT) trades at a premium for a reason but does valuation already reflect what's coming Given the ongoing discussion around the company and the volume of investor questions we wanted to provide some of our input. First lets put on"  
[X Link](https://x.com/orel2589/status/1999535543407739189)  2025-12-12T17:43Z 12.3K followers, [----] engagements


"Susan Wojcicki   Neal Mohan"  
[X Link](https://x.com/Orel_Levy_/status/1626281287118950401)  2023-02-16T18:04Z 12.4K followers, [----] engagements


"Has Similarweb become an AI winner According to their investor letter: GenAI-related revenue is now 8% of total and among the fastest-growing streams. $SMWB"  
[X Link](https://x.com/Orel_Levy_/status/1955374710109376617)  2025-08-12T21:03Z 12.4K followers, [----] engagements


"$WIX Q3 AI DevTools Trends per $SMWB Base44 absolutely dominated in Q3 while rest is losing market share. Base44: From July to September Base44 delivered one of the sharpest growth runs in AI devtools: Surged in July (+172% +506%) Exploded in August (+647% +1161%) Consolidated at high levels in September (+568%) Others lagged: Lovable: slid from +8% to -50% Cursor: small declines (-7% -29%) Replit: flat ending at just +1% V0: collapsed (-91% by Sept) Windsurf & Bolt: steady drops into the red Incredible what happens when the product speaks for itself. @base44 is up 950%+ in traffic per"  
[X Link](https://x.com/Orel_Levy_/status/1969471692532507125)  2025-09-20T18:40Z 12.4K followers, 10.7K engagements


"This is really interesting. Not only does Base44 stand out for its growth but we also believe the market is missing the profitability angle here According to $SMWB about 82% of their marketing is organic or PLG (product-led growth) which combines direct and organic channels. We have a position at $WIX Another interesting chart shows that Base44 appears to have the highest engagement. And regarding traffic trends over time in the last quarter it looks like Base44 is the only one showing growth. The 'Vibe Coding' tool by @base44 was already thriving before its acquisition by Wix on June 18"  
[X Link](https://x.com/Orel_Levy_/status/1970859833759838289)  2025-09-24T14:36Z 12.4K followers, [----] engagements


"@buccocapital Whats really interesting and something the market is completely overlooking is that Base44 has expanded its headcount dramatically from just [--] to [--] and over 90% of those hires are internal from Wix.Additionally nearly 85% of their marketing is driven by PLG(Accto $SMWB)"  
[X Link](https://x.com/Orel_Levy_/status/1971145995707965696)  2025-09-25T09:33Z 12.4K followers, [---] engagements


"-Financial Times -Thoma Bravo       -AI  . -FT  -7%     -AI       [----] . : Thoma Bravo         .      (Buyout Growth Credit)    [---] $ [--] -   .        SailPoint.         . https://www.investing.com/news/company-news/thoma-bravos-bravo-sees-huge-buying-opportunity-in-software-sector--report-93CH-4456780 https://www.investing.com/news/company-news/thoma-bravos-bravo-sees-huge-buying-opportunity-in-software-sector--report-93CH-4456780"  
[X Link](https://x.com/Orel_Levy_/status/2013973156986245482)  2026-01-21T13:53Z 12.4K followers, [----] engagements


"$SOFW    @ANEKCapital:     [--] runway         ( ).    "  
[X Link](https://x.com/Orel_Levy_/status/2021190592173146542)  2026-02-10T11:52Z 12.4K followers, 41.5K engagements


"(Sofwave TASE:SOFW)  -   -   .          " "    (60%)    -100%.     "    (    )     (GLP-1).     (CAGR 41%)     .   :  "   [-----]  .   -   [----]  [-----]       .                .    . https://twitter.com/i/web/status/2021190595545305406 https://twitter.com/i/web/status/2021190595545305406"  
[X Link](https://x.com/Orel_Levy_/status/2021190595545305406)  2026-02-10T11:52Z 12.4K followers, [----] engagements


"(TASE:SOFW)     -  SUPERB (  Synchronous Ultrasound Parallel Beam)          .   -"lunchtime treatment"      - ( Radio Frequency Microneedling     )      (    ).              .  [---] FDA      .   " ( )   .       (  ) medi spas.  [------] "  ".   : ""  ($85000-$100000  -60% ) ("")  ; ""     -  (   -100% )    .  [---] [-----]     . https://twitter.com/i/web/status/2021190598154203212 https://twitter.com/i/web/status/2021190598154203212"  
[X Link](https://x.com/Orel_Levy_/status/2021190598154203212)  2026-02-10T11:52Z 12.4K followers, [----] engagements


":       : (1)              ; (2)      GLP-1; (3)    ; (4)  -FDA [----]   -RF Microneedling (  InMode)"  
[X Link](https://x.com/Orel_Levy_/status/2021190602214273371)  2026-02-10T11:52Z 12.4K followers, [----] engagements


"Top Pick     "show-me story"    :   -  (CAGR 41% 2021-2025)        .    -    .  https://twitter.com/i/web/status/2021190605079023920 https://twitter.com/i/web/status/2021190605079023920"  
[X Link](https://x.com/Orel_Levy_/status/2021190605079023920)  2026-02-10T11:52Z 12.4K followers, [----] engagements


".   .  .   ( )  (/)  ANEK Capital.  "  
[X Link](https://x.com/anyuser/status/1854540561241317504)  2024-11-07T15:05Z 12.4K followers, 66.8K engagements


"Couffellows   $CRM           "  
[X Link](https://x.com/anyuser/status/1519710553651957760)  2022-04-28T16:10Z 12.4K followers, [---] engagements


"$lulu     .         Advent        "  
[X Link](https://x.com/anyuser/status/1507762150789595142)  2022-03-26T16:51Z 12.4K followers, [---] engagements


":         1445% [---]        .      $Shop"  
[X Link](https://x.com/anyuser/status/1492534720130912258)  2022-02-12T16:23Z 12.4K followers, [---] engagements


"()    .       $SQ  -"  
[X Link](https://x.com/anyuser/status/1499824111878606848)  2022-03-04T19:08Z 12.4K followers, [---] engagements


"( )             $SPOT"  
[X Link](https://x.com/anyuser/status/1487496383305338880)  2022-01-29T18:42Z 12.4K followers, [---] engagements


"$PYPL             -    -kpis  -2021"  
[X Link](https://x.com/anyuser/status/1529517712388636673)  2022-05-25T17:40Z 12.4K followers, [---] engagements


".     .  Hermes  '     [--]      "  
[X Link](https://x.com/anyuser/status/1614226591034511360)  2023-01-14T11:43Z 12.4K followers, 49K engagements


"(5080 )            "  
[X Link](https://x.com/anyuser/status/1909620381570170901)  2025-04-08T14:52Z 12.4K followers, 51.3K engagements


".   $DAY   .   -  "  
[X Link](https://x.com/anyuser/status/1784961247105941593)  2024-04-29T15:01Z 12.4K followers, 46.2K engagements


".  [--]            ANEK Capital.    300M$ -ACV 1843$ -ARR 235M$ -NRR 107%"  
[X Link](https://x.com/anyuser/status/1855603902235709641)  2024-11-10T13:30Z 12.4K followers, 48K engagements


"-   .   -Youtube          .      .   :    :  Baillie Gifford:           -  11.5%   :   Brad gertsner        Brad  . https://www.youtube.com/watchv=npBC3R-dOr0&t=13s https://youtube.com/@BaillieGiffordUK/videos https://youtube.com/watchsi=HsEF127Ge-krrAxS&v=PYXtFKFsI0U&feature=youtu.be https://www.youtube.com/watchv=npBC3R-dOr0&t=13s https://youtube.com/@BaillieGiffordUK/videos https://youtube.com/watchsi=HsEF127Ge-krrAxS&v=PYXtFKFsI0U&feature=youtu.be"  
[X Link](https://x.com/anyuser/status/1769376199543869578)  2024-03-17T14:52Z 12.4K followers, 30.2K engagements


"$crwd       cloud security"  
[X Link](https://x.com/anyuser/status/1537794689700700164)  2022-06-17T13:49Z 12.4K followers, [---] engagements


"37%  -63% -  [----]   : -  88% 25%  -  -36.9% -41.6% -  -10.2% -20.9% -   59% -221M   $NFLX"  
[X Link](https://x.com/anyuser/status/1516780589508141061)  2022-04-20T14:07Z 12.4K followers, [---] engagements


":    ( )      3-10   -Q2/2020   -10% -30%   -2030"  
[X Link](https://x.com/anyuser/status/1472244449656909826)  2021-12-18T16:36Z 12.4K followers, [---] engagements


"-     -  -   -    .  : -    .   (Invest like the best)      - Acquired       Art of investing              - In the know   - Capital Allocators  Compounders           (2B$ )  The Jro Show    -        -  -     -   Tim Ferriss -    - The Tim Ferriss show      - Tech Disruptors    Andreessen Horowitz: A16Z   - Founders   - Inside the Strategy Room   ARK   FYI  :  Thomabravo    - Beyond the deal   Private Equity Deals   https://open.spotify.com/show/0sebfAmGcpda8OsQidlu3L https://open.spotify.com/show/2YDxbME1yuSzMkEZzqMKyE https://open.spotify.com/show/0xOdWuktBQKWCv2mlVjizn"  
[X Link](https://x.com/anyuser/status/1781210272255873386)  2024-04-19T06:36Z 12.4K followers, 28.6K engagements


"Hermes - 1/16           $LVMH     . -"  
[X Link](https://x.com/anyuser/status/1616858674860904448)  2023-01-21T18:02Z 12.4K followers, 46.1K engagements


"- .    -ANEK - $CLBT     Risk-reward  -IRR 30%    .      "  
[X Link](https://x.com/anyuser/status/1944741280879157651)  2025-07-14T12:50Z 12.4K followers, 33.5K engagements


"$twlo    -   -   -  -"api economy -    -"  
[X Link](https://x.com/anyuser/status/1545385442970931200)  2022-07-08T12:32Z 12.4K followers, [---] engagements


"$ddog   : -  -observability -   - -gtm  -            "  
[X Link](https://x.com/anyuser/status/1558503607275757571)  2022-08-13T17:19Z 12.4K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing