[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TechFundies TechStockFundamentals TechStockFundamentals posts on X about $orcl, $crm, has been, diy the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1018889114974871552/interactions)  - X Week XXXXXX +19% - X Month XXXXXXX +169% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1018889114974871552/posts_active)  - X Week XX +88% - X Month XX -XX% - X Months XXX -XX% - X Year XXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::1018889114974871552/followers)  - X Week XXXXXX +0.44% - X Month XXXXXX +0.94% - X Months XXXXXX +7.20% - X Year XXXXXX +33% ### CreatorRank: XXXXXXX [#](/creator/twitter::1018889114974871552/influencer_rank)  ### Social Influence [#](/creator/twitter::1018889114974871552/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$orcl](/topic/$orcl) #89, [$crm](/topic/$crm) 0.93%, [has been](/topic/has-been) 0.93%, [diy](/topic/diy) 0.93%, [dell](/topic/dell) 0.93%, [sam altman](/topic/sam-altman) 0.93%, [$team](/topic/$team) 0.93%, [logo](/topic/logo) 0.93%, [bill gates](/topic/bill-gates) 0.93%, [op](/topic/op) XXXX% **Top accounts mentioned or mentioned by** [@lefttailguy](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@brokenmoats](/creator/undefined) [@mrwahdy](/creator/undefined) [@optionsly](/creator/undefined) [@rubenslashh](/creator/undefined) [@financesources](/creator/undefined) [@twanerms](/creator/undefined) [@finance_sources](/creator/undefined) [@eugggggggggggg](/creator/undefined) [@_sgr_a_star](/creator/undefined) [@r_and_invest](/creator/undefined) [@purshot64240098](/creator/undefined) [@mcgroo](/creator/undefined) [@chatsbc](/creator/undefined) [@jakeayes](/creator/undefined) [@randinvest](/creator/undefined) [@doge](/creator/undefined) [@bigboybern80872](/creator/undefined) [@bearstearnsrib](/creator/undefined) **Top assets mentioned** [Oracle Corporation (ORCL)](/topic/$orcl) [Cream (CRM)](/topic/$crm) [Dell Technologies, Inc. (DELL)](/topic/dell) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::1018889114974871552/posts) --- Top posts by engagements in the last XX hours "$CRM analyst day was fine. Punchlines -Very hard to get LLMs working properly so has been hard for customers to get pilots into production. There is progress here. Also points to how fears that SaaS is losing relevance bc of DIY are far ahead of reality -Reminder that CRM is very sticky - customers heavily rely on them as their tech partner and have vertically customized solutions -CRM has CEO-level presentation that provides AI roadmap for a myriad of functions specific to each customer's business. Setting 2-3 year roadmaps in place. -New new bookings growth was negative for X years and now" [X Link](https://x.com/TechFundies/status/1978847524904743416) [@TechFundies](/creator/x/TechFundies) 2025-10-16T15:36Z 15.2K followers, 22.5K engagements "Scratch $ORCL math: X. Highlighted 65b in additional AI bookings. 2b uplift to FY26 bogey (next year) from prior and 4b uplift to FY27 from prior. 15b uplift to FY28. Again it's kind of hard to tell how much of this is hard commitment vs framework but this is clearly capacity needed further into the future (ie X years out). X. Opex - let's work backwards. ORCL has managed opex tightly and let's assume these infrastructure deals bear most of the costs in COGS. GAAP Opex increased by 800m in FY25. Let's assume 373m increase in FY26 1355m in FY27 and 2030 in FY28. Maybe that's too much but I'm" [X Link](https://x.com/TechFundies/status/1978893364872569047) [@TechFundies](/creator/x/TechFundies) 2025-10-16T18:38Z 15.2K followers, 18.7K engagements "If Michael Dell had said in 1997 that there was enough demand for him to give every person in the developed world a free computer that probably would have been true. But would it have been a good business idea Same question for Steve Jobs and iPhones. Same question for Sam Altman and AI. Oh wait he's actually attempting it" [X Link](https://x.com/TechFundies/status/1977912879832805592) [@TechFundies](/creator/x/TechFundies) 2025-10-14T01:42Z 15.1K followers, 5987 engagements "Third-party contact is a longtime mid-tier partner of $TEAM that sees X figures a year. Punchlines are TEAM product suite is great seat counts not growing much within install base but bundling helps upsell products to customers AI Rovo is good product that works better if you have full TEAM platform AI Rovo helping to drive new logo sales - making it free seems smart sales team could use some upgrading but new CRO seems helpful and growth ought to remain 20%. $NOW moving downmarket and having some impact on JSM sales. Would be interesting if everyone gets head-faked by seat count growth" [X Link](https://x.com/TechFundies/status/1976362568735469640) [@TechFundies](/creator/x/TechFundies) 2025-10-09T19:02Z 15.2K followers, 5940 engagements "Maybe the better analogy is if Bill Gates gave everyone Windows for free charged $XXX for a premium version and bought everyone a PC on which to run it" [X Link](https://x.com/TechFundies/status/1977948498306928732) [@TechFundies](/creator/x/TechFundies) 2025-10-14T04:04Z 15.2K followers, 2261 engagements "Also open question as to whether deal can be done at 30-35% GM. Clearly ORCL has to make its own assumptions on costs needed to hit contract deliverables - infra people capital etc. Bears would say maybe those assumptions are too rosy. And if not why would AMZN AWS at XX% op margin pass on this deal One would think a contract that would boost AWS revenue by 40-50% even at 27-30% op margin would be a no-brainer deal to do. And obviously that logic applies to MSFT / GOOGL as well" [X Link](https://x.com/TechFundies/status/1978902336685903896) [@TechFundies](/creator/x/TechFundies) 2025-10-16T19:14Z 15.2K followers, 3952 engagements "Interesting 3P check w/ $META AI researcher. Pretty interesting views: NVDA: Model guys deeply intertwined w/ them. Model progress plateauing. Chinese showing efficiency gain potential is enormous - US players haven't really focused here yet but will at some point. Risk: Companies like META / MSFT that use AI for internal purposes are most protected if AI demand trajectory changes. Intermediaries like CRWV / ORCL most at risk bc selling all AI externally. Biggest losers will be intermediaries that rely on shallow discovery or traditional ad networks. Click-based acquisition model will" [X Link](https://x.com/TechFundies/status/1979202492065079753) [@TechFundies](/creator/x/TechFundies) 2025-10-17T15:07Z 15.2K followers, 32.4K engagements
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@TechFundies TechStockFundamentals
TechStockFundamentals posts on X about $orcl, $crm, has been, diy the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +19%
- X Month XXXXXXX +169%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week XX +88%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.44%
- X Month XXXXXX +0.94%
- X Months XXXXXX +7.20%
- X Year XXXXXX +33%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXX% technology brands XXXX% celebrities XXXX%
Social topic influence $orcl #89, $crm 0.93%, has been 0.93%, diy 0.93%, dell 0.93%, sam altman 0.93%, $team 0.93%, logo 0.93%, bill gates 0.93%, op XXXX%
Top accounts mentioned or mentioned by @lefttailguy @joinyellowbrick @brokenmoats @mrwahdy @optionsly @rubenslashh @financesources @twanerms @finance_sources @eugggggggggggg @_sgr_a_star @r_and_invest @purshot64240098 @mcgroo @chatsbc @jakeayes @randinvest @doge @bigboybern80872 @bearstearnsrib
Top assets mentioned Oracle Corporation (ORCL) Cream (CRM) Dell Technologies, Inc. (DELL) Atlassian Corporation PLC (TEAM) Metadium (META)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CRM analyst day was fine. Punchlines -Very hard to get LLMs working properly so has been hard for customers to get pilots into production. There is progress here. Also points to how fears that SaaS is losing relevance bc of DIY are far ahead of reality -Reminder that CRM is very sticky - customers heavily rely on them as their tech partner and have vertically customized solutions -CRM has CEO-level presentation that provides AI roadmap for a myriad of functions specific to each customer's business. Setting 2-3 year roadmaps in place. -New new bookings growth was negative for X years and now"
X Link @TechFundies 2025-10-16T15:36Z 15.2K followers, 22.5K engagements
"Scratch $ORCL math: X. Highlighted 65b in additional AI bookings. 2b uplift to FY26 bogey (next year) from prior and 4b uplift to FY27 from prior. 15b uplift to FY28. Again it's kind of hard to tell how much of this is hard commitment vs framework but this is clearly capacity needed further into the future (ie X years out). X. Opex - let's work backwards. ORCL has managed opex tightly and let's assume these infrastructure deals bear most of the costs in COGS. GAAP Opex increased by 800m in FY25. Let's assume 373m increase in FY26 1355m in FY27 and 2030 in FY28. Maybe that's too much but I'm"
X Link @TechFundies 2025-10-16T18:38Z 15.2K followers, 18.7K engagements
"If Michael Dell had said in 1997 that there was enough demand for him to give every person in the developed world a free computer that probably would have been true. But would it have been a good business idea Same question for Steve Jobs and iPhones. Same question for Sam Altman and AI. Oh wait he's actually attempting it"
X Link @TechFundies 2025-10-14T01:42Z 15.1K followers, 5987 engagements
"Third-party contact is a longtime mid-tier partner of $TEAM that sees X figures a year. Punchlines are TEAM product suite is great seat counts not growing much within install base but bundling helps upsell products to customers AI Rovo is good product that works better if you have full TEAM platform AI Rovo helping to drive new logo sales - making it free seems smart sales team could use some upgrading but new CRO seems helpful and growth ought to remain 20%. $NOW moving downmarket and having some impact on JSM sales. Would be interesting if everyone gets head-faked by seat count growth"
X Link @TechFundies 2025-10-09T19:02Z 15.2K followers, 5940 engagements
"Maybe the better analogy is if Bill Gates gave everyone Windows for free charged $XXX for a premium version and bought everyone a PC on which to run it"
X Link @TechFundies 2025-10-14T04:04Z 15.2K followers, 2261 engagements
"Also open question as to whether deal can be done at 30-35% GM. Clearly ORCL has to make its own assumptions on costs needed to hit contract deliverables - infra people capital etc. Bears would say maybe those assumptions are too rosy. And if not why would AMZN AWS at XX% op margin pass on this deal One would think a contract that would boost AWS revenue by 40-50% even at 27-30% op margin would be a no-brainer deal to do. And obviously that logic applies to MSFT / GOOGL as well"
X Link @TechFundies 2025-10-16T19:14Z 15.2K followers, 3952 engagements
"Interesting 3P check w/ $META AI researcher. Pretty interesting views: NVDA: Model guys deeply intertwined w/ them. Model progress plateauing. Chinese showing efficiency gain potential is enormous - US players haven't really focused here yet but will at some point. Risk: Companies like META / MSFT that use AI for internal purposes are most protected if AI demand trajectory changes. Intermediaries like CRWV / ORCL most at risk bc selling all AI externally. Biggest losers will be intermediaries that rely on shallow discovery or traditional ad networks. Click-based acquisition model will"
X Link @TechFundies 2025-10-17T15:07Z 15.2K followers, 32.4K engagements