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# ![@TradingFactsX Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1825019076139175936.png) @TradingFactsX TFX

TFX posts on X about sap, $sap, ai, salesforce the most. They currently have X followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1825019076139175936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1825019076139175936/c:line/m:interactions.svg)

- X Week XXX +0.40%

### Mentions: X [#](/creator/twitter::1825019076139175936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1825019076139175936/c:line/m:posts_active.svg)

- X Week X -XX%

### Followers: X [#](/creator/twitter::1825019076139175936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1825019076139175936/c:line/m:followers.svg)

- X Week X +20%

### CreatorRank: undefined [#](/creator/twitter::1825019076139175936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1825019076139175936/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[sap](/topic/sap) #267, [$sap](/topic/$sap) #11, [ai](/topic/ai), [salesforce](/topic/salesforce) #114, [$crm](/topic/$crm) #79, [target](/topic/target), [$500share](/topic/$500share), [cagr](/topic/cagr), [agentic](/topic/agentic), [$docn](/topic/$docn)

**Top accounts mentioned or mentioned by**
[@joecarlsonshow](/creator/undefined) [@stockmktnewz](/creator/undefined) [@crm](/creator/undefined)

**Top assets mentioned**
[SAP SE (SAP)](/topic/$sap) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Genius Sports Limited (GENI)](/topic/$geni) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [JPMorgan Chase (JPM)](/topic/$jpm)
### Top Social Posts
Top posts by engagements in the last XX hours

"$SAP: BUY 2030 Price Target: $500/Share 2026 to 2030 CAGR: XXXX% X. AI risk overblown: Enterprise Software vendors not "disruptors" will own data workflow execution and enterprise-grade agents. SAP is the natural control layer. X. Revenue growth locked in: XX% revenue growth from structural price increases on cloud migrations X. Margin expansion: 2025 restructuring + AI-driven productivity unlock sustained double-digit operating leverage. Full Thesis 🧵🔽"  
[X Link](https://x.com/TradingFactsX/status/1993807349145063709)  2025-11-26T22:21Z X followers, XXX engagements


"Heading into $CRM earnings with XXX shares @ $XXXXXX cost basis. Too cheap to ignore. Repricing imminent. Thesis 🔽 Revenues: purposely conservative Up XX% from CY25 with AI contributing XX% of that growth. AI penetration among existing Salesforce cloud customers jumped from XXX% (2024) to XXXX% (2025) with XXX% higher ACVs when agentic capabilities are included. Assuming a steady +10% annual penetration plus a XX% (only) AI uplift cumulative 2026-2030 AI-driven revenue = $35.6B"  
[X Link](https://x.com/TradingFactsX/status/1994483708053917701)  2025-11-28T19:09Z X followers, XXX engagements


"Operating Margins: expanding (still conservative) We hold gross margins flat through 2030 despite likely improvement from lower engineer intensity and AI-driven efficiencies. (AI risk Covered in our $SAP post) Operating expenses to grow at XX% of revenue implying XX% annual operating leverage - extremely conservative given Salesforces historical margins on the existing cost structure and the far leaner AI-enabled cost base ahead. Result: Operating margins expand by XXX% by 2030 (including Depreciation Amortization and SBC)"  
[X Link](https://x.com/TradingFactsX/status/1994483712051089775)  2025-11-28T19:09Z X followers, XX engagements


"+46.34% YTD. No Mag X. Current holdings cost return: - $DOCN DigitalOcean - $XXXXX +80.16% - $SAP - $XXXXXX -XXXX% - $CRM SalesForce - $XXXXXX +8.31% - $GENI Genius Sports - $XXXX +64.09% - $ASML - $XXXXXX +58.8% - $KLAC KLA - $XXXXXX +83.38% - $LRCX Lam Research - $XXXXX +80.2% - $JPM JP Morgan - $XXX +76% Will post my thesis for each one. Like and follow"  
[X Link](https://x.com/TradingFactsX/status/1997088961085268059)  2025-12-05T23:41Z X followers, XXX engagements