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# ![@TechFundies Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1018889114974871552.png) @TechFundies TechStockFundamentals

TechStockFundamentals posts on X about ai, agentic, databricks, $crm the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1018889114974871552/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018889114974871552/c:line/m:interactions.svg)

- X Week XXXXXX +2,477%
- X Month XXXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1018889114974871552/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018889114974871552/c:line/m:posts_active.svg)

- X Week XX +11%
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1018889114974871552/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018889114974871552/c:line/m:followers.svg)

- X Week XXXXXX +0.69%
- X Month XXXXXX +1.10%
- X Months XXXXXX +7.10%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1018889114974871552/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1018889114974871552/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[ai](/topic/ai), [agentic](/topic/agentic) #107, [databricks](/topic/databricks) #11, [$crm](/topic/$crm) #28, [6969](/topic/6969), [$bkng](/topic/$bkng), [$abnb](/topic/$abnb), [core](/topic/core), [business](/topic/business), [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@305capital](/creator/undefined) [@elonmusk](/creator/undefined) [@waymo](/creator/undefined) [@jakeayes](/creator/undefined) [@lefttailguy](/creator/undefined) [@financesources](/creator/undefined) [@twanerms](/creator/undefined) [@saxenapuru](/creator/undefined) [@benioff](/creator/undefined) [@nicbstme](/creator/undefined) [@fintoolx](/creator/undefined) [@zipwire](/creator/undefined) [@strausszelnick3](/creator/undefined) [@aicha2evans](/creator/undefined) [@dmitridolgov](/creator/undefined) [@techtekedra](/creator/undefined) [@billackman](/creator/undefined) [@uber](/creator/undefined) [@jinsaelee](/creator/undefined) [@jason](/creator/undefined)

**Top assets mentioned**
[Cream (CRM)](/topic/$crm) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ABNB reported a punkish quarter. Seems like truth here is core property rental business is now mature. Room / experience nights added each year have declined from 93m in 2022 to 55m in 2023 to 43m in 2024 to 41m in 2025. Not good. Furthermore competition with $BKNG is increasing as they have nearly as much supply (though more European focused) and are growing XX% yy. The team obviously isn't content with what will be single digit growth soon and so the investments begin. They already are investing in experiences / services (which seem fine but not particularly differentiated). It's your"  
[X Link](https://x.com/TechFundies/status/1995898809378111933)  2025-12-02T16:52Z 15.6K followers, 19K engagements


"Databricks held a webinar on agentic AI with X large enterprise CIOs / AI specialists. My punchline takeaway is that agentic AI is very early and very difficult to implement. This was an opportunity for these customers to boast about their AI progress and no one could cite a tangible example or even an initiative. Highlights -Meeting kicked off with Tell me what AI application you are most excited about and the response were Waymo and inbox cleanup. Really Not a single internal corporate example to highlight -Databricks employee was great / honest. Comments suggested Agentic AI is in the"  
[X Link](https://x.com/TechFundies/status/1996264327226196247)  2025-12-03T17:04Z 15.6K followers, 39.7K engagements


"$CRM put up a strong defense of their AI momentum in a post-earnings-call presentation. Would recommend the company continue showcasing senior mgmt. ahead of CEO was just a lot more credible information presented by heads of sales / engineering. Highlights -Agentic AI product has taken time to find product market fit but started to get there in Q2 and felt real in Q3 -Customers had to try doing it on their own before realizing that 1) AI not capable of replacing people and 2) building AI outside of the system of workflows made things difficult -Better to realize that AI supplements people and"  
[X Link](https://x.com/TechFundies/status/1996720571103711316)  2025-12-04T23:17Z 15.6K followers, 9962 engagements


"$CRM quarter was fine some good some bad. Story is moving sideways for now as market waits to see whether AI is a headwind or tailwind or transition. Numbers moving sideways to slightly up. More room for favorable revisions on the bottom line. Risk / reward pretty asymmetric. Downside of X% to 15x street CY2026 FCF. We all know every stock has downside of at least XX% regardless of how cheap it is so lets just go with XX% downside. Upside of XX% to 20x my CY2027 FCF which is 29x GAAP EPS 28x GAAP EPS excluding amortization and 23x see-through EPS assuming business can achieve XX% GAAP OM."  
[X Link](https://x.com/TechFundies/status/1996422579536740848)  2025-12-04T03:33Z 15.6K followers, 8967 engagements


"@alexUX_UI @databricks Thx for flagging. This seems like a very coherent application of GenAI. So basically this is an AI assistant customers can interact with regarding your extensive parts catalogue"  
[X Link](https://x.com/TechFundies/status/1996722103866012040)  2025-12-04T23:23Z 15.6K followers, XXX engagements