#  @PanopticonCap Panopticon Capital Panopticon Capital posts on X about $crox, palantir, ai, $pltr the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1294601999267373057/interactions)  ### Mentions: [--] [#](/creator/twitter::1294601999267373057/posts_active)  ### Followers: [--] [#](/creator/twitter::1294601999267373057/followers)  ### CreatorRank: [---------] [#](/creator/twitter::1294601999267373057/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [$crox](/topic/$crox) #28, [palantir](/topic/palantir) #739, [ai](/topic/ai), [$pltr](/topic/$pltr) #703, [cash flow](/topic/cash-flow) #544, [flow](/topic/flow), [tiktok](/topic/tiktok), [$ftnt](/topic/$ftnt) #53, [public](/topic/public), [pltr](/topic/pltr) **Top accounts mentioned or mentioned by** [@michaeljburry](/creator/undefined) [@jessecoheninv](/creator/undefined) [@pandainghent](/creator/undefined) [@iamtomnash](/creator/undefined) [@tidefallcapital](/creator/undefined) [@auanalyst](/creator/undefined) [@dizplintrading](/creator/undefined) **Top assets mentioned** [Crocs, Inc. (CROX)](/topic/$crox) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Fortinet Inc (FTNT)](/topic/$ftnt) [UiPath, Inc. (PATH)](/topic/$path) [Palo Alto Networks Inc (PANW)](/topic/$panw) [United Rentals, Inc. (URI)](/topic/$uri) [Salesforce Inc (CRM)](/topic/$crm) ### Top Social Posts Top posts by engagements in the last [--] hours "Fortinet is the most underappreciated cash machine in cybersecurity. Custom ASICs highest margins in the sector and a firewall refresh cycle that's just getting started. While everyone is chasing the next AI-security narrative Fortinet quietly prints 25%+ operating margins and grows billings double digits. The FortiGate upgrade cycle into 2026/2027 could be massive. The market treats this like a legacy firewall vendor. The financials say otherwise. Is $FTNT the most overlooked compounder in cyber right now $FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is" [X Link](https://x.com/anyuser/status/2022490831446262097) 2026-02-14T01:59Z [--] followers, [--] engagements "As someone holding both $PLTR and $CROX Im feeling the irony today 😂 But lets be fair: while the market is weirdly chasing 'negative growth shoes' right now Crocs still has incredible margins and a brand loyalty that's hard to kill. Ill keep the tech for the future and the clogs for the cash flow https://twitter.com/i/web/status/2022055981253791760 https://twitter.com/i/web/status/2022055981253791760" [X Link](https://x.com/PanopticonCap/status/2022055981253791760) 2026-02-12T21:11Z [--] followers, [----] engagements "$CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now the primary growth engine. 🩴 Beyond Clogs: Sandals are now a $450M business (13% of mix). Diversity is increasing. 🔥 Cultural Relevance: #1 footwear brand on TikTok Shop. Massive hype building for the upcoming LEGO global partnership. 💰 Aggressive Buybacks: Generated $659M in FCF; repurchased 10% of total shares" [X Link](https://x.com/anyuser/status/2022058681635156324) 2026-02-12T21:22Z [--] followers, [---] engagements "@JesseCohenInv While everyone else is panicking at the red Im seeing opportunity. Taking advantage of this tech pullback to add more $PATH to the portfolio. AI automation isn't going anywhere. Who else is buying the dip today" [X Link](https://x.com/PanopticonCap/status/2022070804239069249) 2026-02-12T22:10Z [--] followers, [---] engagements "$PLTR just killed the last hardware-moat in tactical defense. The DISA authorization for "PFCS Forward" isn't just another accreditation; it extends IL5 and IL6 to the tactical edge. For the uninitiated: High-side security (IL6/Secret) has historically been a "four walls and a server rack" game. Palantir just decoupled that intelligence from the data center and moved it to the field. The signal: Infrastructure: IL6 capability on-premises and at the edge air-gapped and disconnected. The Moat: While SaaS competitors chase public cloud seats Palantir is becoming the literal operating system for" [X Link](https://x.com/anyuser/status/2022096361022534090) 2026-02-12T23:51Z [--] followers, [--] engagements "https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments" [X Link](https://x.com/PanopticonCap/status/2022096400893587503) 2026-02-12T23:52Z [--] followers, [--] engagements "The market thinks $CROX is a fad; TikToks ledger says its a monopoly. Crocs is currently the #1 footwear brand on TikTok Shop converting viral attention into hard revenue at a scale legacy competitors can't touch. While the "ugly shoe" narrative persists in mainstream media the data points to a structural shift in distribution. The upcoming LEGO global partnership is the real signal. Its not just a product launchits a high-margin ecosystem expansion targeting the "kidult" demographic. Jibbitz carry software-like margins and zero fashion risk. With a double-digit FCF yield and aggressive" [X Link](https://x.com/anyuser/status/2022100343966822895) 2026-02-13T00:07Z [--] followers, [---] engagements "$11 is a pricing anomaly for the only player successfully bridging the gap between legacy UI and agentic workflows. The market sees a commodity RPA tool; the numbers see a foundational layer for autonomous enterprise scaling. Are we witnessing a terminal value miscalculation or just peak AI-skepticism https://twitter.com/i/web/status/2022101723637235821 https://twitter.com/i/web/status/2022101723637235821" [X Link](https://x.com/PanopticonCap/status/2022101723637235821) 2026-02-13T00:13Z [--] followers, [---] engagements "@PandaInGhent Look at Alex Karp over at Palantir ($PLTR). Hes been selling shares consistently for a long time and it hasn't hurt the long-term thesis or the stock's performance at all. Founder selling isn't always a red flag; often it's just scheduled liquidity" [X Link](https://x.com/PanopticonCap/status/2022102214853243243) 2026-02-13T00:15Z [--] followers, [--] engagements "@iamtomnash For me Palantir isn't just an eggit's a massive dinosaur egg taking up the whole damn basket. High conviction high stakes" [X Link](https://x.com/PanopticonCap/status/2022102608878743944) 2026-02-13T00:16Z [--] followers, [--] engagements "Holding $CROX while everyone asks if ugly shoes are dead is a special kind of psychological warfare. Meanwhile the company is #1 footwear on TikTok Shop has a LEGO collab and 61% gross margins. At some point "ugly but profitable" becomes just. profitable. Are we there yet" [X Link](https://x.com/anyuser/status/2022124426121425153) 2026-02-13T01:43Z [--] followers, [--] engagements "@TidefallCapital I'll admit it: telling people I own a shoe stock with a cartoon alligator logo is not my proudest investing moment. But $700M in operating cash flow and $100M in [----] cost cuts don't care about your aesthetic preferences. The ugly shoe has a beautiful balance sheet. 😂" [X Link](https://x.com/PanopticonCap/status/2022126958776397921) 2026-02-13T01:53Z [--] followers, [--] engagements "$FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is fighting over the Public cloud market. Fortinet's building SASE inside enterprise & government data centers a TAM the competition isn't even addressing. Ken Xie: "probably even bigger than Public SASE. https://twitter.com/i/web/status/2022130636908056653 https://twitter.com/i/web/status/2022130636908056653" [X Link](https://x.com/anyuser/status/2022130636908056653) 2026-02-13T02:08Z [--] followers, [--] engagements "The real story from the call: Crocs Brand international is now bigger than North America grew 11% on top of 19% prior year. LEGO collab drops next week. And they're #1 footwear brand on TikTok Shop. $4B revenue $659M FCF at this multiple what's the market actually pricing in https://twitter.com/i/web/status/2022132890755105118 https://twitter.com/i/web/status/2022132890755105118" [X Link](https://x.com/PanopticonCap/status/2022132890755105118) 2026-02-13T02:17Z [--] followers, [--] engagements ""A software layer to orchestrate LLMs" Karp just described UiPath's entire roadmap without naming them. $PATH is embedding AI agents directly into enterprise automation at 10000+ customers. Palantir does the brain UiPath does the hands. Why is nobody talking about this combo #UiPath #Palantir Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People https://t.co/iHFQmTOOLQ Palantir CEO Alex" [X Link](https://x.com/anyuser/status/2022337107671273881) 2026-02-13T15:48Z [--] followers, [---] engagements "Palo Alto Networks is leading the platformization of cybersecurity consolidating firewalls SASE cloud security and SOC into one ecosystem. That's not just a product strategy it's a moat. FY2025 was a pivotal year: RPO growth accelerating NGS ARR crossing $4B and margins expanding while competitors are still fighting for single-product deals. The market prices $PANW like a mature security company. The numbers say it's a compounding platform play. What's your conviction level on platformization hype or real moat https://twitter.com/i/web/status/2022489551608922433" [X Link](https://x.com/anyuser/status/2022489551608922433) 2026-02-14T01:54Z [--] followers, [--] engagements "$URI Community Erster Post: Welcome to $URI Investors.United Rentals is the dominant force in equipment rental and most investors have no idea. Largest fleet in North America pricing power through scale and a capital allocation playbook that's quietly elite. While the market obsesses over AI and tech multiples URI compounds at 20%+ ROIC with massive infrastructure tailwinds behind it. IIJA spending is just ramping up reshoring is accelerating and rental penetration in the US is still below 60%.The market prices this like a cyclical. The returns say it's a compounder disguised as a boring" [X Link](https://x.com/anyuser/status/2022493789269401660) 2026-02-14T02:11Z [--] followers, [--] engagements "$URI Community Erster Post: Welcome to $URI Investors.United Rentals is the dominant force in equipment rental and most investors have no idea. Largest fleet in North America pricing power through scale and a capital allocation playbook that's quietly elite. While the market obsesses over AI and tech multiples URI compounds at 20%+ ROIC with massive infrastructure tailwinds behind it. IIJA spending is just ramping up reshoring is accelerating and rental penetration in the US is still below 60%.The market prices this like a cyclical. The returns say it's a compounder disguised as a boring" [X Link](https://x.com/anyuser/status/2022493789269401660) 2026-02-14T02:11Z [--] followers, [--] engagements "Fortinet is the most underappreciated cash machine in cybersecurity. Custom ASICs highest margins in the sector and a firewall refresh cycle that's just getting started. While everyone is chasing the next AI-security narrative Fortinet quietly prints 25%+ operating margins and grows billings double digits. The FortiGate upgrade cycle into 2026/2027 could be massive. The market treats this like a legacy firewall vendor. The financials say otherwise. Is $FTNT the most overlooked compounder in cyber right now $FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is" [X Link](https://x.com/anyuser/status/2022490831446262097) 2026-02-14T01:59Z [--] followers, [--] engagements "$FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is fighting over the Public cloud market. Fortinet's building SASE inside enterprise & government data centers a TAM the competition isn't even addressing. Ken Xie: "probably even bigger than Public SASE. https://twitter.com/i/web/status/2022130636908056653 https://twitter.com/i/web/status/2022130636908056653" [X Link](https://x.com/anyuser/status/2022130636908056653) 2026-02-13T02:08Z [--] followers, [--] engagements "Palo Alto Networks is leading the platformization of cybersecurity consolidating firewalls SASE cloud security and SOC into one ecosystem. That's not just a product strategy it's a moat. FY2025 was a pivotal year: RPO growth accelerating NGS ARR crossing $4B and margins expanding while competitors are still fighting for single-product deals. The market prices $PANW like a mature security company. The numbers say it's a compounding platform play. What's your conviction level on platformization hype or real moat https://twitter.com/i/web/status/2022489551608922433" [X Link](https://x.com/anyuser/status/2022489551608922433) 2026-02-14T01:54Z [--] followers, [--] engagements "First post in the community my full $CROX Q4 earnings breakdown. This is the kind of analysis we'll be doing here every quarter. What's your biggest takeaway from the results $CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now $CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for" [X Link](https://x.com/anyuser/status/2022480817562292259) 2026-02-14T01:19Z [--] followers, [--] engagements "$CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now the primary growth engine. 🩴 Beyond Clogs: Sandals are now a $450M business (13% of mix). Diversity is increasing. 🔥 Cultural Relevance: #1 footwear brand on TikTok Shop. Massive hype building for the upcoming LEGO global partnership. 💰 Aggressive Buybacks: Generated $659M in FCF; repurchased 10% of total shares" [X Link](https://x.com/anyuser/status/2022058681635156324) 2026-02-12T21:22Z [--] followers, [---] engagements ""A software layer to orchestrate LLMs" Karp just described UiPath's entire roadmap without naming them. $PATH is embedding AI agents directly into enterprise automation at 10000+ customers. Palantir does the brain UiPath does the hands. Why is nobody talking about this combo #UiPath #Palantir Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People https://t.co/iHFQmTOOLQ Palantir CEO Alex" [X Link](https://x.com/anyuser/status/2022337107671273881) 2026-02-13T15:48Z [--] followers, [---] engagements "Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People have tried things that just can never work. You buy a LLM put it on your stack and wonder why its not working. What youre going to see especially in America is people trying to do something like Ontology by hand. Once you build a software layer to orchestrate and manage the LLMs in a language your enterprise understands you actually" [X Link](https://x.com/anyuser/status/2022262804892279119) 2026-02-13T10:53Z 17.5K followers, 143.4K engagements "Holding $CROX while everyone asks if ugly shoes are dead is a special kind of psychological warfare. Meanwhile the company is #1 footwear on TikTok Shop has a LEGO collab and 61% gross margins. At some point "ugly but profitable" becomes just. profitable. Are we there yet" [X Link](https://x.com/anyuser/status/2022124426121425153) 2026-02-13T01:43Z [--] followers, [--] engagements "The market thinks $CROX is a fad; TikToks ledger says its a monopoly. Crocs is currently the #1 footwear brand on TikTok Shop converting viral attention into hard revenue at a scale legacy competitors can't touch. While the "ugly shoe" narrative persists in mainstream media the data points to a structural shift in distribution. The upcoming LEGO global partnership is the real signal. Its not just a product launchits a high-margin ecosystem expansion targeting the "kidult" demographic. Jibbitz carry software-like margins and zero fashion risk. With a double-digit FCF yield and aggressive" [X Link](https://x.com/anyuser/status/2022100343966822895) 2026-02-13T00:07Z [--] followers, [---] engagements "$PLTR just killed the last hardware-moat in tactical defense. The DISA authorization for "PFCS Forward" isn't just another accreditation; it extends IL5 and IL6 to the tactical edge. For the uninitiated: High-side security (IL6/Secret) has historically been a "four walls and a server rack" game. Palantir just decoupled that intelligence from the data center and moved it to the field. The signal: Infrastructure: IL6 capability on-premises and at the edge air-gapped and disconnected. The Moat: While SaaS competitors chase public cloud seats Palantir is becoming the literal operating system for" [X Link](https://x.com/anyuser/status/2022096361022534090) 2026-02-12T23:51Z [--] followers, [--] engagements "https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments" [X Link](https://x.com/PanopticonCap/status/2022096400893587503) 2026-02-12T23:52Z [--] followers, [--] engagements "The "SaaSpocalypse" has decoupled from fundamental reality creating a generational valuation gap in enterprise software. Fundamental Divergence: $CRM generates $15B in TTM free cash flow50% more than $WMTyet trades at a 14x forward P/E compared to Walmarts 43x. Technical Capitulation: The $IGV Software ETF recently hit an RSI of [--] on record volume. This level of selling intensity historically signals the final stage of narrative-driven exhaustion. AI Narrative Flip: The "AI eats software" trope ignores that incumbents like $MSFT $ORCL and $CRM are the primary aggregators of the data required" [X Link](https://x.com/anyuser/status/2022076247606452685) 2026-02-12T22:32Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PanopticonCap Panopticon Capital
Panopticon Capital posts on X about $crox, palantir, ai, $pltr the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
Mentions: [--] #
Followers: [--] #
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance countries social networks fashion brands
Social topic influence $crox #28, palantir #739, ai, $pltr #703, cash flow #544, flow, tiktok, $ftnt #53, public, pltr
Top accounts mentioned or mentioned by @michaeljburry @jessecoheninv @pandainghent @iamtomnash @tidefallcapital @auanalyst @dizplintrading
Top assets mentioned Crocs, Inc. (CROX) Palantir Technologies Inc. (PLTR) Fortinet Inc (FTNT) UiPath, Inc. (PATH) Palo Alto Networks Inc (PANW) United Rentals, Inc. (URI) Salesforce Inc (CRM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fortinet is the most underappreciated cash machine in cybersecurity. Custom ASICs highest margins in the sector and a firewall refresh cycle that's just getting started. While everyone is chasing the next AI-security narrative Fortinet quietly prints 25%+ operating margins and grows billings double digits. The FortiGate upgrade cycle into 2026/2027 could be massive. The market treats this like a legacy firewall vendor. The financials say otherwise. Is $FTNT the most overlooked compounder in cyber right now $FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is"
X Link 2026-02-14T01:59Z [--] followers, [--] engagements
"As someone holding both $PLTR and $CROX Im feeling the irony today 😂 But lets be fair: while the market is weirdly chasing 'negative growth shoes' right now Crocs still has incredible margins and a brand loyalty that's hard to kill. Ill keep the tech for the future and the clogs for the cash flow https://twitter.com/i/web/status/2022055981253791760 https://twitter.com/i/web/status/2022055981253791760"
X Link 2026-02-12T21:11Z [--] followers, [----] engagements
"$CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now the primary growth engine. 🩴 Beyond Clogs: Sandals are now a $450M business (13% of mix). Diversity is increasing. 🔥 Cultural Relevance: #1 footwear brand on TikTok Shop. Massive hype building for the upcoming LEGO global partnership. 💰 Aggressive Buybacks: Generated $659M in FCF; repurchased 10% of total shares"
X Link 2026-02-12T21:22Z [--] followers, [---] engagements
"@JesseCohenInv While everyone else is panicking at the red Im seeing opportunity. Taking advantage of this tech pullback to add more $PATH to the portfolio. AI automation isn't going anywhere. Who else is buying the dip today"
X Link 2026-02-12T22:10Z [--] followers, [---] engagements
"$PLTR just killed the last hardware-moat in tactical defense. The DISA authorization for "PFCS Forward" isn't just another accreditation; it extends IL5 and IL6 to the tactical edge. For the uninitiated: High-side security (IL6/Secret) has historically been a "four walls and a server rack" game. Palantir just decoupled that intelligence from the data center and moved it to the field. The signal: Infrastructure: IL6 capability on-premises and at the edge air-gapped and disconnected. The Moat: While SaaS competitors chase public cloud seats Palantir is becoming the literal operating system for"
X Link 2026-02-12T23:51Z [--] followers, [--] engagements
"https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments"
X Link 2026-02-12T23:52Z [--] followers, [--] engagements
"The market thinks $CROX is a fad; TikToks ledger says its a monopoly. Crocs is currently the #1 footwear brand on TikTok Shop converting viral attention into hard revenue at a scale legacy competitors can't touch. While the "ugly shoe" narrative persists in mainstream media the data points to a structural shift in distribution. The upcoming LEGO global partnership is the real signal. Its not just a product launchits a high-margin ecosystem expansion targeting the "kidult" demographic. Jibbitz carry software-like margins and zero fashion risk. With a double-digit FCF yield and aggressive"
X Link 2026-02-13T00:07Z [--] followers, [---] engagements
"$11 is a pricing anomaly for the only player successfully bridging the gap between legacy UI and agentic workflows. The market sees a commodity RPA tool; the numbers see a foundational layer for autonomous enterprise scaling. Are we witnessing a terminal value miscalculation or just peak AI-skepticism https://twitter.com/i/web/status/2022101723637235821 https://twitter.com/i/web/status/2022101723637235821"
X Link 2026-02-13T00:13Z [--] followers, [---] engagements
"@PandaInGhent Look at Alex Karp over at Palantir ($PLTR). Hes been selling shares consistently for a long time and it hasn't hurt the long-term thesis or the stock's performance at all. Founder selling isn't always a red flag; often it's just scheduled liquidity"
X Link 2026-02-13T00:15Z [--] followers, [--] engagements
"@iamtomnash For me Palantir isn't just an eggit's a massive dinosaur egg taking up the whole damn basket. High conviction high stakes"
X Link 2026-02-13T00:16Z [--] followers, [--] engagements
"Holding $CROX while everyone asks if ugly shoes are dead is a special kind of psychological warfare. Meanwhile the company is #1 footwear on TikTok Shop has a LEGO collab and 61% gross margins. At some point "ugly but profitable" becomes just. profitable. Are we there yet"
X Link 2026-02-13T01:43Z [--] followers, [--] engagements
"@TidefallCapital I'll admit it: telling people I own a shoe stock with a cartoon alligator logo is not my proudest investing moment. But $700M in operating cash flow and $100M in [----] cost cuts don't care about your aesthetic preferences. The ugly shoe has a beautiful balance sheet. 😂"
X Link 2026-02-13T01:53Z [--] followers, [--] engagements
"$FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is fighting over the Public cloud market. Fortinet's building SASE inside enterprise & government data centers a TAM the competition isn't even addressing. Ken Xie: "probably even bigger than Public SASE. https://twitter.com/i/web/status/2022130636908056653 https://twitter.com/i/web/status/2022130636908056653"
X Link 2026-02-13T02:08Z [--] followers, [--] engagements
"The real story from the call: Crocs Brand international is now bigger than North America grew 11% on top of 19% prior year. LEGO collab drops next week. And they're #1 footwear brand on TikTok Shop. $4B revenue $659M FCF at this multiple what's the market actually pricing in https://twitter.com/i/web/status/2022132890755105118 https://twitter.com/i/web/status/2022132890755105118"
X Link 2026-02-13T02:17Z [--] followers, [--] engagements
""A software layer to orchestrate LLMs" Karp just described UiPath's entire roadmap without naming them. $PATH is embedding AI agents directly into enterprise automation at 10000+ customers. Palantir does the brain UiPath does the hands. Why is nobody talking about this combo #UiPath #Palantir Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People https://t.co/iHFQmTOOLQ Palantir CEO Alex"
X Link 2026-02-13T15:48Z [--] followers, [---] engagements
"Palo Alto Networks is leading the platformization of cybersecurity consolidating firewalls SASE cloud security and SOC into one ecosystem. That's not just a product strategy it's a moat. FY2025 was a pivotal year: RPO growth accelerating NGS ARR crossing $4B and margins expanding while competitors are still fighting for single-product deals. The market prices $PANW like a mature security company. The numbers say it's a compounding platform play. What's your conviction level on platformization hype or real moat https://twitter.com/i/web/status/2022489551608922433"
X Link 2026-02-14T01:54Z [--] followers, [--] engagements
"$URI Community Erster Post: Welcome to $URI Investors.United Rentals is the dominant force in equipment rental and most investors have no idea. Largest fleet in North America pricing power through scale and a capital allocation playbook that's quietly elite. While the market obsesses over AI and tech multiples URI compounds at 20%+ ROIC with massive infrastructure tailwinds behind it. IIJA spending is just ramping up reshoring is accelerating and rental penetration in the US is still below 60%.The market prices this like a cyclical. The returns say it's a compounder disguised as a boring"
X Link 2026-02-14T02:11Z [--] followers, [--] engagements
"$URI Community Erster Post: Welcome to $URI Investors.United Rentals is the dominant force in equipment rental and most investors have no idea. Largest fleet in North America pricing power through scale and a capital allocation playbook that's quietly elite. While the market obsesses over AI and tech multiples URI compounds at 20%+ ROIC with massive infrastructure tailwinds behind it. IIJA spending is just ramping up reshoring is accelerating and rental penetration in the US is still below 60%.The market prices this like a cyclical. The returns say it's a compounder disguised as a boring"
X Link 2026-02-14T02:11Z [--] followers, [--] engagements
"Fortinet is the most underappreciated cash machine in cybersecurity. Custom ASICs highest margins in the sector and a firewall refresh cycle that's just getting started. While everyone is chasing the next AI-security narrative Fortinet quietly prints 25%+ operating margins and grows billings double digits. The FortiGate upgrade cycle into 2026/2027 could be massive. The market treats this like a legacy firewall vendor. The financials say otherwise. Is $FTNT the most overlooked compounder in cyber right now $FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is"
X Link 2026-02-14T01:59Z [--] followers, [--] engagements
"$FTNT has a product nobody else offers: Sovereign SASE. Every major SASE competitor is fighting over the Public cloud market. Fortinet's building SASE inside enterprise & government data centers a TAM the competition isn't even addressing. Ken Xie: "probably even bigger than Public SASE. https://twitter.com/i/web/status/2022130636908056653 https://twitter.com/i/web/status/2022130636908056653"
X Link 2026-02-13T02:08Z [--] followers, [--] engagements
"Palo Alto Networks is leading the platformization of cybersecurity consolidating firewalls SASE cloud security and SOC into one ecosystem. That's not just a product strategy it's a moat. FY2025 was a pivotal year: RPO growth accelerating NGS ARR crossing $4B and margins expanding while competitors are still fighting for single-product deals. The market prices $PANW like a mature security company. The numbers say it's a compounding platform play. What's your conviction level on platformization hype or real moat https://twitter.com/i/web/status/2022489551608922433"
X Link 2026-02-14T01:54Z [--] followers, [--] engagements
"First post in the community my full $CROX Q4 earnings breakdown. This is the kind of analysis we'll be doing here every quarter. What's your biggest takeaway from the results $CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now $CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for"
X Link 2026-02-14T01:19Z [--] followers, [--] engagements
"$CROX Q4 [----] Earnings Recap 🐊 Crocs continues to be a free cash flow machine balancing international hyper-growth with a strategic turnaround for HEYDUDE. The Highlights: 🌍 International Surge: Global markets grew 11% led by a massive +30% in China. International is now the primary growth engine. 🩴 Beyond Clogs: Sandals are now a $450M business (13% of mix). Diversity is increasing. 🔥 Cultural Relevance: #1 footwear brand on TikTok Shop. Massive hype building for the upcoming LEGO global partnership. 💰 Aggressive Buybacks: Generated $659M in FCF; repurchased 10% of total shares"
X Link 2026-02-12T21:22Z [--] followers, [---] engagements
""A software layer to orchestrate LLMs" Karp just described UiPath's entire roadmap without naming them. $PATH is embedding AI agents directly into enterprise automation at 10000+ customers. Palantir does the brain UiPath does the hands. Why is nobody talking about this combo #UiPath #Palantir Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People https://t.co/iHFQmTOOLQ Palantir CEO Alex"
X Link 2026-02-13T15:48Z [--] followers, [---] engagements
"Palantir CEO Alex Karp explains why @michaeljburry has no clue what hes talking about: If you just buy LLMs off the shelf and try to do any of this it wont work. Its not precise enough. You cant do underwriting. You cant do these things that are regulated. People have tried things that just can never work. You buy a LLM put it on your stack and wonder why its not working. What youre going to see especially in America is people trying to do something like Ontology by hand. Once you build a software layer to orchestrate and manage the LLMs in a language your enterprise understands you actually"
X Link 2026-02-13T10:53Z 17.5K followers, 143.4K engagements
"Holding $CROX while everyone asks if ugly shoes are dead is a special kind of psychological warfare. Meanwhile the company is #1 footwear on TikTok Shop has a LEGO collab and 61% gross margins. At some point "ugly but profitable" becomes just. profitable. Are we there yet"
X Link 2026-02-13T01:43Z [--] followers, [--] engagements
"The market thinks $CROX is a fad; TikToks ledger says its a monopoly. Crocs is currently the #1 footwear brand on TikTok Shop converting viral attention into hard revenue at a scale legacy competitors can't touch. While the "ugly shoe" narrative persists in mainstream media the data points to a structural shift in distribution. The upcoming LEGO global partnership is the real signal. Its not just a product launchits a high-margin ecosystem expansion targeting the "kidult" demographic. Jibbitz carry software-like margins and zero fashion risk. With a double-digit FCF yield and aggressive"
X Link 2026-02-13T00:07Z [--] followers, [---] engagements
"$PLTR just killed the last hardware-moat in tactical defense. The DISA authorization for "PFCS Forward" isn't just another accreditation; it extends IL5 and IL6 to the tactical edge. For the uninitiated: High-side security (IL6/Secret) has historically been a "four walls and a server rack" game. Palantir just decoupled that intelligence from the data center and moved it to the field. The signal: Infrastructure: IL6 capability on-premises and at the edge air-gapped and disconnected. The Moat: While SaaS competitors chase public cloud seats Palantir is becoming the literal operating system for"
X Link 2026-02-12T23:51Z [--] followers, [--] engagements
"https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments https://www.businesswire.com/news/home/20260212887851/en/Palantir-Receives-DISA-Authorization-for-PFCS-Forward-Extending-IL5-and-IL6-Accreditation-to-On-Premises-and-Edge-Deployments"
X Link 2026-02-12T23:52Z [--] followers, [--] engagements
"The "SaaSpocalypse" has decoupled from fundamental reality creating a generational valuation gap in enterprise software. Fundamental Divergence: $CRM generates $15B in TTM free cash flow50% more than $WMTyet trades at a 14x forward P/E compared to Walmarts 43x. Technical Capitulation: The $IGV Software ETF recently hit an RSI of [--] on record volume. This level of selling intensity historically signals the final stage of narrative-driven exhaustion. AI Narrative Flip: The "AI eats software" trope ignores that incumbents like $MSFT $ORCL and $CRM are the primary aggregators of the data required"
X Link 2026-02-12T22:32Z [--] followers, [--] engagements
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