[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 googl, $googl, adoption, databricks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1018889114974871552/interactions)  - X Week XXXXXX +341% - X Month XXXXXXX +99% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1018889114974871552/posts_active)  - X Months XXX -XX% - X Year XXX +35% ### Followers: XXXXXX [#](/creator/twitter::1018889114974871552/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +0.75% - X Months XXXXXX +13% - X Year XXXXXX +50% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1018889114974871552/influencer_rank)  ### Social Influence [#](/creator/twitter::1018889114974871552/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) **Social topic influence** [googl](/topic/googl), [$googl](/topic/$googl), [adoption](/topic/adoption), [databricks](/topic/databricks), [msft](/topic/msft), [amzn](/topic/amzn), [investment](/topic/investment), [stocks](/topic/stocks), [$msft](/topic/$msft), [$amzn](/topic/$amzn) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/$ms) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Now Coin (NOW)](/topic/$now) [Snowflake, Inc. (SNOW)](/topic/$snow) [Informatica Inc. (INFA)](/topic/$infa) [MongoDB, Inc. (MDB)](/topic/$mdb) ### Top Social Posts [#](/creator/twitter::1018889114974871552/posts) --- Top posts by engagements in the last XX hours "I'm not finding $AMZN or $MSFT that interesting up here from a risk / reward perspective. I'm guessing numbers will mostly be fine but think it is increasingly likely that CAPEX is going to increase meaningfully next year and both stocks are very expensive on FCF. Maybe market looks through this cycle of investment or maybe the AI cycle accelerates revenue meaningfully - don't really have conviction in either. Stocks could continue grinding higher but seems like as good a spot as any to lighten up if that is your thing"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1947373482502984123) 2025-07-21 19:09:53 UTC 14.8K followers, 8446 engagements "One edit on the $GOOGL qtr. So the Big Beautiful Bill will allow GOOGL to deduct capex up-front starting next year. This won't impact GAAP EPS much but will be a huge tailwind to FCF that likely will more than offset the increases in CAPEX. Interestingly no street models incorporate this tax change - even for $MS who has been vocal about it. So GOOGL rev / EPS / FCF all poised to beat"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1948538941650731387) 2025-07-25 00:21:00 UTC 14.8K followers, 29.5K engagements "Been traveling around MA over the past week. $LYFT won nearly every ride vs $UBER - typically 20-35% cheaper for exactly the same thing. Havent seen that in a while"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1947016678975377543) 2025-07-20 19:32:04 UTC 14.8K followers, 6826 engagements "$NOW had a solid quarter and is doing great as an operation platform for large enterprise. Story is solid and numbers seem total fine. Risk / reward not as attractive up here. X% upside to 40x my above street CY2026 FCF XX% upside on CY2027. -XX% downside to 24x street CY2026 FCF. Quarter Pure cloud subscription rev (excl upfront) was 3.0b up XXXX% yy similar to XXXX% yy last Q2. Net delta normalized for leap year was 156m in Q2 vs 103m last Q2 this qtr had an FX TW vs last Q2 had a HW so I think the growth in net delta was good but not as solid as this math indicates. cRPO grew XXXX% yy cc"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1948862505088155909) 2025-07-25 21:46:43 UTC 14.8K followers, 5278 engagements "3P Contact worked at $INFA for X years through 8/24. Managed strategic relationships w/ $SNOW Databricks (DB) and $MDB. Pretty mixed takeaways on INFA acquisition. Positive is that INFA has a 5k install base in the enterprise where perhaps CRM can deliver a more integrated product to steer some workloads to their Data Cloud. Flipside is these large companies all use CRM as a source of data and use INFA to pipe the data into SNOW / DB so why change whats working Highlights -Company is pretty well run. -INFA product portfolio consists of ETL data catalog master data management data quality and"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1940076429859070018) 2025-07-01 15:54:00 UTC 14.8K followers, 3491 engagements "Watched a Databricks webinar on Agentic AI. Think the punchline was basically this agentic stuff doesn't seem to really work right now. This was an opportunity for them to really showcase what's possible today and I think the absence of hard examples speaks volumes. So this is maybe another data point supporting that SaaS isn't going away tomorrow. And maybe that SaaS is best positioned to introduce this AI functionality bc it's really hard to do on your own. Also can sell-siders please just ask management teams the following question on earnings calls: "Can you highlight the most productive"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1948424379358195722) 2025-07-24 16:45:46 UTC 14.8K followers, 9552 engagements "Some of these $GOOGL AI results are just great. Typed a search related to trimming puppy eye hairs into Chrome url bar and got great info / product results. Can see how my clicks would go down but price would go up meaningfully. Another win / win / win for consumer / advertiser / GOOGL business model"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1947342047272440243) 2025-07-21 17:04:58 UTC 14.8K followers, 10.7K engagements "Noticed I somehow let a Perplexity Pro subscription keep going and figured might as well clean it up. They are offering discounts to stay Really $XX is too much At this stage (this isn't NYT or ADBE) Hmmmm. (sidenote - Perplexity real time transcripts are awesome)"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1948485244090204433) 2025-07-24 20:47:37 UTC 14.8K followers, 2397 engagements "$GOOGL reported a solid quarter. Story seems to be getting better on margin as 1) search continues to do well across both traditional / AI in an environment where ChatGPT / Grok adoption still increasing dramatically bears would say impact not yet seen bc the AI competitors arent monetizing ads yet 2) YouTube doing fine and 3) Cloud accelerating and ramping margin despite high capex investments. Numbers also feel like they are moving higher except for FCF where higher CAPEX pushing it sideways / down. Risk / reward pretty interesting. XX% upside to 22.5x my 2026 GAAP EPS. Using 22.5x to"  [@TechFundies](/creator/x/TechFundies) on [X](/post/tweet/1948137737162494275) 2025-07-23 21:46:45 UTC 14.8K followers, 42.5K engagements
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@TechFundies TechStockFundamentals
TechStockFundamentals posts on X about googl, $googl, adoption, databricks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +341%
- X Month XXXXXXX +99%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Months XXX -XX%
- X Year XXX +35%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +0.75%
- X Months XXXXXX +13%
- X Year XXXXXX +50%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks technology brands finance social networks
Social topic influence googl, $googl, adoption, databricks, msft, amzn, investment, stocks, $msft, $amzn
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Lyft, Inc. Class A Common Stock (LYFT) Uber Technologies, Inc. (UBER) Now Coin (NOW) Snowflake, Inc. (SNOW) Informatica Inc. (INFA) MongoDB, Inc. (MDB)
Top Social Posts #
Top posts by engagements in the last XX hours
"I'm not finding $AMZN or $MSFT that interesting up here from a risk / reward perspective. I'm guessing numbers will mostly be fine but think it is increasingly likely that CAPEX is going to increase meaningfully next year and both stocks are very expensive on FCF. Maybe market looks through this cycle of investment or maybe the AI cycle accelerates revenue meaningfully - don't really have conviction in either. Stocks could continue grinding higher but seems like as good a spot as any to lighten up if that is your thing"
@TechFundies on X 2025-07-21 19:09:53 UTC 14.8K followers, 8446 engagements
"One edit on the $GOOGL qtr. So the Big Beautiful Bill will allow GOOGL to deduct capex up-front starting next year. This won't impact GAAP EPS much but will be a huge tailwind to FCF that likely will more than offset the increases in CAPEX. Interestingly no street models incorporate this tax change - even for $MS who has been vocal about it. So GOOGL rev / EPS / FCF all poised to beat" @TechFundies on X 2025-07-25 00:21:00 UTC 14.8K followers, 29.5K engagements
"Been traveling around MA over the past week. $LYFT won nearly every ride vs $UBER - typically 20-35% cheaper for exactly the same thing. Havent seen that in a while" @TechFundies on X 2025-07-20 19:32:04 UTC 14.8K followers, 6826 engagements
"$NOW had a solid quarter and is doing great as an operation platform for large enterprise. Story is solid and numbers seem total fine. Risk / reward not as attractive up here. X% upside to 40x my above street CY2026 FCF XX% upside on CY2027. -XX% downside to 24x street CY2026 FCF. Quarter Pure cloud subscription rev (excl upfront) was 3.0b up XXXX% yy similar to XXXX% yy last Q2. Net delta normalized for leap year was 156m in Q2 vs 103m last Q2 this qtr had an FX TW vs last Q2 had a HW so I think the growth in net delta was good but not as solid as this math indicates. cRPO grew XXXX% yy cc" @TechFundies on X 2025-07-25 21:46:43 UTC 14.8K followers, 5278 engagements
"3P Contact worked at $INFA for X years through 8/24. Managed strategic relationships w/ $SNOW Databricks (DB) and $MDB. Pretty mixed takeaways on INFA acquisition. Positive is that INFA has a 5k install base in the enterprise where perhaps CRM can deliver a more integrated product to steer some workloads to their Data Cloud. Flipside is these large companies all use CRM as a source of data and use INFA to pipe the data into SNOW / DB so why change whats working Highlights -Company is pretty well run. -INFA product portfolio consists of ETL data catalog master data management data quality and" @TechFundies on X 2025-07-01 15:54:00 UTC 14.8K followers, 3491 engagements
"Watched a Databricks webinar on Agentic AI. Think the punchline was basically this agentic stuff doesn't seem to really work right now. This was an opportunity for them to really showcase what's possible today and I think the absence of hard examples speaks volumes. So this is maybe another data point supporting that SaaS isn't going away tomorrow. And maybe that SaaS is best positioned to introduce this AI functionality bc it's really hard to do on your own. Also can sell-siders please just ask management teams the following question on earnings calls: "Can you highlight the most productive" @TechFundies on X 2025-07-24 16:45:46 UTC 14.8K followers, 9552 engagements
"Some of these $GOOGL AI results are just great. Typed a search related to trimming puppy eye hairs into Chrome url bar and got great info / product results. Can see how my clicks would go down but price would go up meaningfully. Another win / win / win for consumer / advertiser / GOOGL business model" @TechFundies on X 2025-07-21 17:04:58 UTC 14.8K followers, 10.7K engagements
"Noticed I somehow let a Perplexity Pro subscription keep going and figured might as well clean it up. They are offering discounts to stay Really $XX is too much At this stage (this isn't NYT or ADBE) Hmmmm. (sidenote - Perplexity real time transcripts are awesome)" @TechFundies on X 2025-07-24 20:47:37 UTC 14.8K followers, 2397 engagements
"$GOOGL reported a solid quarter. Story seems to be getting better on margin as 1) search continues to do well across both traditional / AI in an environment where ChatGPT / Grok adoption still increasing dramatically bears would say impact not yet seen bc the AI competitors arent monetizing ads yet 2) YouTube doing fine and 3) Cloud accelerating and ramping margin despite high capex investments. Numbers also feel like they are moving higher except for FCF where higher CAPEX pushing it sideways / down. Risk / reward pretty interesting. XX% upside to 22.5x my 2026 GAAP EPS. Using 22.5x to" @TechFundies on X 2025-07-23 21:46:45 UTC 14.8K followers, 42.5K engagements