#  @TrisolarisCap Trisolaris Capital Trisolaris Capital posts on X about $cflt, ai, data, $qbtz the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1934681683057627139/interactions)  - [--] Week [-----] -81% - [--] Month [------] +89% - [--] Months [------] -87% ### Mentions: [--] [#](/creator/twitter::1934681683057627139/posts_active)  - [--] Week [--] -39% - [--] Month [--] +170% - [--] Months [---] +57% ### Followers: [------] [#](/creator/twitter::1934681683057627139/followers)  - [--] Week [---] +1.80% - [--] Month [---] +6.50% - [--] Months [---] +29% ### CreatorRank: [---------] [#](/creator/twitter::1934681683057627139/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) [countries](/list/countries) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) **Social topic influence** [$cflt](/topic/$cflt), [ai](/topic/ai), [data](/topic/data), [$qbtz](/topic/$qbtz), [$qbts](/topic/$qbts), [open ai](/topic/open-ai), [realtime](/topic/realtime), [agentic](/topic/agentic), [qbts](/topic/qbts), [$nvda](/topic/$nvda) **Top accounts mentioned or mentioned by** [@zoomyzoomm](/creator/undefined) [@realroseceline](/creator/undefined) [@keningye26924](/creator/undefined) [@gabrielpeterss4](/creator/undefined) [@mateosmelkesia1](/creator/undefined) [@buccocapital](/creator/undefined) [@lc01575970](/creator/undefined) [@jonnagap](/creator/undefined) [@joshprotonn](/creator/undefined) [@mrderivatives](/creator/undefined) [@dividendbreeder](/creator/undefined) [@iseelines](/creator/undefined) [@thalesnevererly](/creator/undefined) [@jaykreps](/creator/undefined) [@anthropicai](/creator/undefined) [@confluentinc](/creator/undefined) [@zephyrz9](/creator/undefined) [@citrini7](/creator/undefined) [@elonmusk](/creator/undefined) [@bedrock](/creator/undefined) **Top assets mentioned** [Confluent, Inc. (CFLT)](/topic/$cflt) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [DisChain (DIS)](/topic/$dis) [Nike Inc (NKE)](/topic/$nke) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PepsiCo, Inc. (PEP)](/topic/$pep) [Snowflake Inc. (SNOW)](/topic/$snow) [IonQ, Inc. (IONQ)](/topic/$ionq) [Starbucks Corporation (SBUX)](/topic/$sbux) [MongoDB, Inc. (MDB)](/topic/$mdb) [Cloudflare, Inc. (NET)](/topic/$net) [Adobe, Inc. (ADBE)](/topic/$adbe) [Seer, Inc. (SEER)](/topic/$seer) [Salesforce Inc (CRM)](/topic/$crm) [Metadium (META)](/topic/$meta) [GitLab Inc. (GTLB)](/topic/$gtlb) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Shopify Inc (SHOP)](/topic/$shop) ### Top Social Posts Top posts by engagements in the last [--] hours "Trisolaris Capital believes but not exclusively: That FAANG is dead. Palantir Anduril Open Ai & Meta (Scale) are the future because [--]. New military industrial complex [--]. Hardware & software blend [--]. Founders intact" [X Link](https://x.com/TrisolarisCap/status/1935063575632167092) 2025-06-17T19:54Z [--] followers, [--] engagements "@RHEN_TRC @theSoCalled_ @MunstaMasta Exactly. I was digging into this last night" [X Link](https://x.com/anyuser/status/1935079550414909842) 2025-06-17T20:58Z [---] followers, [----] engagements "With the recent news in the middle east I thought it would be a good time to dive into the timeline for $META $PLTR Open AI Anduril and Scale AI. Over the past [--] years Silicon Valley has shifted its internal goals from App Store to Military Industrial Complex. This wasnt by accident or without reason. Below with the help of Chat-GPT I have analyzed key events as plainly as possible for those who might not be familiar with tech or founders to read and understand. We are returning to the no bid model that lead Halliburton to make billions. Except this time we have founders with revolutionary" [X Link](https://x.com/TrisolarisCap/status/1935160318734561471) 2025-06-18T02:19Z [--] followers, [--] engagements "@Elianoayounes @peterrtodd Question: why does Palantir need a retail engagement strategy I love your software but I dont understand the need to court investors left and right" [X Link](https://x.com/TrisolarisCap/status/1936116784224256464) 2025-06-20T17:39Z [--] followers, [----] engagements "@value_invest12 You forgot to mention position in Bytedance (TikTok)" [X Link](https://x.com/TrisolarisCap/status/1937862355221881016) 2025-06-25T13:16Z [--] followers, [--] engagements "$SFTBY We are just getting started. The road to [--] Trillion starts today" [X Link](https://x.com/TrisolarisCap/status/1938247201899352547) 2025-06-26T14:45Z [---] followers, [--] engagements "Is there any precedent for this I have developed what I call The Tyler Durden Effect where I tell a LLM to make their response more Tyler Durden which has the immediate effect of making responses more human. Its much simpler than a lot of diluted prompting. Give it a try" [X Link](https://x.com/TrisolarisCap/status/1938278557182226816) 2025-06-26T16:49Z [--] followers, [--] engagements "@rsgharat Next time just walk into Walgreens and steal a proper meal" [X Link](https://x.com/anyuser/status/1938588922067792018) 2025-06-27T13:23Z [---] followers, [---] engagements "I texted my friend about $VOYG He responded: Voyager Technologies is a carcass wrapped in a press release. They lit the match with a bloated IPO floated on speculative gas and now theyre drifting with no thrust financial operational or strategic. The numbers arent bad; theyre insulting. $34 million in revenue against a nearly $3 billion valuation is not a multiple its a hallucination. Theres no engine just noise. Since IPO radio silence. Not a word not a metric not a sign of life. Website frozen in time. Investors got high on the first-day pop and management vanished into the smoke. This isnt" [X Link](https://x.com/anyuser/status/1940082525587824750) 2025-07-01T16:18Z [---] followers, [----] engagements "$VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems propulsion robotics in-space servicing. [--------] Core thesis published: vertically integrate newspace hardware and services. First acquisitions included The Launch Company (ground ops) and Pioneer Astronautics (in-space chemistry) positioning them at both ends of the value chain. Intent was never to invent techit was to acquire" [X Link](https://x.com/TrisolarisCap/status/1940083977567838516) 2025-07-01T16:23Z [--] followers, [---] engagements "Basic outline of $VOYG $VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems $VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems" [X Link](https://x.com/TrisolarisCap/status/1940853722827182212) 2025-07-03T19:22Z [--] followers, [---] engagements "What makes up $VOYG Altius Space Machines Founder: Jonathan Goff. Background: aerospace engineer Masten Space co-founder. Specialization: magnetic robotic systems for orbital servicing. Location: Broomfield CO. Pioneer Astronautics Founder: Dr. Robert Zubrin. Background: aerospace engineer Mars Society founder. Specialization: in-situ resource utilization (ISRU) closed-loop life support. Location: Lakewood CO. The Launch Company Founder: Ben Kellie. Background: former SpaceX Stratolaunch engineer. Specialization: modular launchpad systems launch logistics. Location: Anchorage AK. Nanoracks" [X Link](https://x.com/TrisolarisCap/status/1940857103461265423) 2025-07-03T19:36Z [--] followers, [---] engagements "Interior. Sushi bar. Night. Sparse backlit. Cold sake between us. A ship launch streams silently on a screen overhead. Me (gesturing with chopsticks): You realize $VOYG Voyagers buying up every node of future LEO commercemodular airlocks robotics optics orbital compute. If they keep integrating like this theyll control the lanes of space before most people even know they exist. Josh (eyes narrowing unblinking): Ayn Rand wrote The man who produces while others dispose of his product is a slave. He pauses. Swirls soy. Doesnt dip. Me (leaning forward): Im saying load up. Before the structure is" [X Link](https://x.com/TrisolarisCap/status/1940858420657270973) 2025-07-03T19:41Z [--] followers, [--] engagements "The air thick with implication. Launch trail gone from the screen. Now just stars. Josh (still staring at the black screen): Think of thison Earth every inch of real estate fights entropy. Mold rust tax. In orbit property is function. Pure and geometric. One sealed module power-routed AI-controlledbecomes a sovereign factory. Or a prison. Or a laboratory. His fingers tap the sake glass slow. Not drinking. Me: Zoning boards cant reach orbit. Environmental review cant stop a forge at Lagrange Point [--]. Josh: No oxygen. No protest. Just payload and power. Rand wouldve called it the first moral" [X Link](https://x.com/TrisolarisCap/status/1940859011907432847) 2025-07-03T19:43Z [--] followers, [--] engagements "Scene: The screen flashes ignition again. Flame without sound. Josh leans back finally drinking the sake. Not a toastjust fuel. His eyes scan the room as if to be sure no one else is hearing this. Josh (low): @im_roy_lees Cluely. My friend said its not a movementits a cheat code. Everyones playing the same game but hes running patched firmware. Me: Cluely Josh: Its everywhere. The cheat isnt stealing. Its not breaking. Its detaching. Roy says When cheating is the system the only honest thing left is to cheat better. Me (half-smiling): So hes selling keys. Josh (staring through the glass): No." [X Link](https://x.com/TrisolarisCap/status/1940859634073719258) 2025-07-03T19:46Z [--] followers, [--] engagements "Scene: Rooftop. Dry wind. The sky isnt darkits lit from below by reflected light off orbiting structures. Something massive is about to launch. Josh stands with a tablet in one hand watching silent telemetry. Me: What is it this time Josh (without turning): Its a kinetic dispersal array. Payload: subsurface charge. Destination: the Moon. Me (blinking): Why Josh (cold): Googles final defense. Theyre blowing up Mare Imbrium. Deep vaults. Thats where the self-replicating models tunneled in after Cluely cracked code enforcement. Me: Why not just unplug Josh: You cant unplug minds that reroute" [X Link](https://x.com/TrisolarisCap/status/1940863315183653225) 2025-07-03T20:00Z [--] followers, [--] engagements "From my friend thats a doctor and avid investor: Voyager $VOYG Its legit but weird. Quiet operator. They dont build rockets. They just started buying up all the boring but critical parts of space infrastructureairlocks life support systems servicing robotics edge compute. Stuff no one tweets about but everything in orbit ends up depending on. Theyre not flashy like SpaceX or Blue Origin. No cult of personality. No Mars narrative. But theyve been acquiring smartNanoracks Altius ZIN and a bunch of niche firms that handle docking payload ops microgravity research even orbital health systems." [X Link](https://x.com/TrisolarisCap/status/1940878456394531018) 2025-07-03T21:00Z [--] followers, [--] engagements "@audrlo @_opencv_ Some damn good matcha" [X Link](https://x.com/TrisolarisCap/status/1941005106545414356) 2025-07-04T05:24Z [--] followers, [--] engagements "@Tomas_Stellar Not on Twitter but should be. Tomas whats your favorite name in the newspace category Im interested" [X Link](https://x.com/TrisolarisCap/status/1941005647023428071) 2025-07-04T05:26Z [--] followers, [--] engagements "@smeev4 @Tomas_Stellar Dude my friend actually sat and wrote that out for [--] minutes" [X Link](https://x.com/TrisolarisCap/status/1942239554444145131) 2025-07-07T15:09Z [--] followers, [--] engagements "What you are looking at is not a company it is not a startup it is not a line of business. What you are looking at is the construction of a self-perpetuating infrastructure system a machine that builds machines a framework for the continuation of civilization off Earth. Voyager Technologies $VOYG is not assembling random parts it is creating a coherent architecture. Each acquisition is not an expansion it is a deliberate graft a necessary function within an autonomous whole. Nanoracks gives access Altius enables manipulation LEOcloud provides computation Starlab establishes habitat Valley" [X Link](https://x.com/TrisolarisCap/status/1942241428417270253) 2025-07-07T15:16Z [--] followers, [--] engagements "Ive been screaming into the void about $VOYG for the past week. I had a friend call me concerned and said I should focus on private companies and seeding start ups. I think thats a cool route but Im also hungry for the retail action. The correlation between Trump and manic movement in the market cant be overstated. Taylor has already publicly announced that they are seeking to help bring Trumps golden dome dream to life. Trust me I have followed politics for a long time. The WH has called. Deals are being inked behind closed doors. I believe $VOYG will be the #1 Trump Stock in one year. But" [X Link](https://x.com/anyuser/status/1942245808201719964) 2025-07-07T15:34Z [---] followers, [---] engagements "Golden Dome is more important than ever to protect our country through strength and deterrence. $VOYG solves this problem and already has the legacy equipment and expertise to work with its close partners in the industry to deliver I feel like this got missed because of the holiday weekend. China has apparently broken its officially neutral stance on Ukraine in talks with the EU. https://t.co/E45bV2QaMG I feel like this got missed because of the holiday weekend. China has apparently broken its officially neutral stance on Ukraine in talks with the EU. https://t.co/E45bV2QaMG" [X Link](https://x.com/TrisolarisCap/status/1942297139155198045) 2025-07-07T18:58Z [--] followers, [---] engagements "@ClearPath100 I just dont really think its on the investment communitys radar yet. $VOYG is leading the project" [X Link](https://x.com/TrisolarisCap/status/1942325881835511959) 2025-07-07T20:52Z [--] followers, [---] engagements "I dumped my entire $VOYG position on this headline. When narratives/thesis change my positioning changes too. See You Space Cowboy https://spacenews.com/northrop-grumman-stakes-role-in-golden-dome-missile-shield/ https://spacenews.com/northrop-grumman-stakes-role-in-golden-dome-missile-shield/" [X Link](https://x.com/TrisolarisCap/status/1942674877112287553) 2025-07-08T19:59Z [--] followers, [---] engagements "This is a meditative time in tech. This is a time to step back before taking a massive lunge forward. Founders investors consumers The lines are blurring. Photoshop iTunes AOL Google MySpace Netflix Facebook Amazon. Lovable Cursor ChatGPT Anthropic Stripe Vercel Supabase. Dont fall behind" [X Link](https://x.com/TrisolarisCap/status/1943018851429683536) 2025-07-09T18:46Z [--] followers, [--] engagements "The fact that $ADSK & $ADBE arent shipping a product like @lovable_dev just shows how unserious leadership is about the future" [X Link](https://x.com/TrisolarisCap/status/1943323185283502288) 2025-07-10T14:55Z [--] followers, [---] engagements "Bro. Hes @elonmusk" [X Link](https://x.com/TrisolarisCap/status/1943375641820471453) 2025-07-10T18:23Z [--] followers, [---] engagements "@garrytan Im a Napa local tired of watching SFs AI scene explode while my valleys stuck in the past. I want tech leaders to build open ranch-style campuses on our land beyond old vineyards for Gen Z coders to shape the future. Host a massive AI summit with Sam Altman whos already here to make Napa a tech magnet blending our spas and views with innovation just [--] miles from SF. Wines history; AIs our shot. Together lets make Napa the place no one forgets" [X Link](https://x.com/TrisolarisCap/status/1943426626563510709) 2025-07-10T21:46Z [--] followers, [--] engagements "@FintwitPeaked @EdgeCGroup A lot of white collar friends selling 401k to pay off car and credit cards after losing job" [X Link](https://x.com/TrisolarisCap/status/1943764919222251853) 2025-07-11T20:10Z [--] followers, [--] engagements "All my life Ive felt like a tsunami of sorts is coming. But Ive never been scared. Ive fallen in love with the power of the future. That moment is AI. I look at San Francisco. The city that made me Its going to change the world. We are new Rome. This is our moment" [X Link](https://x.com/TrisolarisCap/status/1943800951032492511) 2025-07-11T22:33Z [--] followers, [--] engagements "You cant say you are $JOBY gang without remembering it as $RTP" [X Link](https://x.com/TrisolarisCap/status/1943874458562838861) 2025-07-12T03:26Z [---] followers, [--] engagements "@expozhabs @DividendBreeder @Fire5280 If you are a dividend guy and go to horse races you are kidding yourself to think you will want to pull up in a [--] year old Toyota in [--] years. Dont believe me Ask anybody driving a [----] Lexus. I mean come on man what the hell are you even talking about" [X Link](https://x.com/TrisolarisCap/status/1945166370930319530) 2025-07-15T16:59Z [--] followers, [---] engagements "@ashtro07 You guys need to launch one. Build it into trading app lol" [X Link](https://x.com/TrisolarisCap/status/1945175837793189954) 2025-07-15T17:37Z [--] followers, [--] engagements "@irishScott2 @expozhabs @DividendBreeder @Fire5280 I love my [----] civic. I dont ever want to sell it" [X Link](https://x.com/TrisolarisCap/status/1945201467393999306) 2025-07-15T19:19Z [--] followers, [---] engagements "Ouch. That happens Ive been there. I always get a pre-approved loan from the credit union. You can have them enter in your top number. Put $25000. Go to five dealerships and identify who has weakest leadership youngest salesperson. Return to optimal dealership and give them an incredibly low ball offer. $25000 on $32000 vehicle. Haggle like hell and get up and pretend to walk out more than once. You will get the car for $26500-$27500. Thats OUT THE DOOR price. Tell them No taxes no fees no bullshit Never fall for their financing. Always use your personal credit union that you trust. The more" [X Link](https://x.com/TrisolarisCap/status/1945203977190302009) 2025-07-15T19:29Z [--] followers, [--] engagements "@FeelsLlc @DividendBreeder Yeah I know my 2.35% on my [----] Honda civic was pretty sweet" [X Link](https://x.com/TrisolarisCap/status/1945207468788998395) 2025-07-15T19:42Z [--] followers, [--] engagements "A documentary crew would be smart to make a movie about Open AI and center it on the downfall of Geoff Lewis likely due to ChatGPT. Here was Lewis [--] 1/2 months ago on CNBC talking about their investment At @Bedrock were not reacting to volatility. We architected for it from Day [--]. Shared a few thoughts with @CNBC @SquawkCNBC this morning about why enduring institutions arent forged in consensus theyre forged in uncertainty. https://t.co/51OMlk7yj1 At @Bedrock were not reacting to volatility. We architected for it from Day [--]. Shared a few thoughts with @CNBC @SquawkCNBC this morning about why" [X Link](https://x.com/anyuser/status/1945285081032950144) 2025-07-16T00:51Z [---] followers, [----] engagements "@AndrewCurran_ I think this is actually inherently good and its insane how much better it is than the stupid ai celebrity Kendall Jenner shit meta launched a year ago or whatever" [X Link](https://x.com/TrisolarisCap/status/1945847881749139630) 2025-07-17T14:07Z [--] followers, [---] engagements "Agentic AI is the future Confluents inclusion in the AWS AI Agent Marketplace highlights its role as a key real-time data tool for AI agents. This boosts visibility reinforces its strategic AWS partnership and positions it for growth in AI-driven use cases. It signals increased relevance in event-driven architectures powering intelligent agent solutions across enterprises. $CFLT is the only company thats public on this chart besides Genpact (A brainchild of GE and IBM a company so old that FDR bought and held shares. Hed be proud to see them up there" [X Link](https://x.com/TrisolarisCap/status/1945849801352061055) 2025-07-17T14:15Z [--] followers, [--] engagements "@towellnapkin What about the downgrade" [X Link](https://x.com/TrisolarisCap/status/1946177412913623311) 2025-07-18T11:57Z [--] followers, [--] engagements "$CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka becomes the bloodstream. Confluent is the only company positioned to monetize it at planetary scale. This isnt a data trend. Its an architecture shift. And Confluent owns the transport layer AI cant function without. *************** The Bet Agentic systems are not apps. They are autonomous actors. They ingest events in real time learn from outcome loops and make decisions without human checkpoints. This new class of intelligence doesnt call APIs. It listens. It watches. It reacts." [X Link](https://x.com/anyuser/status/1946182268726472759) 2025-07-18T12:16Z [---] followers, [---] engagements "Monetize at planetary scale sounds cool but what exactly does it mean Confluent $CFLT is not just selling to a niche market or a few regions. Its building infrastructure that can be embedded in every global enterprise across all clouds and across critical real-time workloads. That includes: Financial systems in New York and London Telco infrastructure in Asia Manufacturing pipelines in Germany E-commerce backends in Latin America AI agent orchestration in every cloud and edge zone $CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka" [X Link](https://x.com/anyuser/status/1946182746675769599) 2025-07-18T12:18Z [---] followers, [---] engagements "Text from my friend on $CFLT: yuh. we use it bruv they told me the data was eventually consistent i said no not anymore we dont wait for batch windows we dont query stale warehouses we stream we consume we transform in motion i plugged into confluent cloud and saw the truth data doesnt sit it moves it pulses it wants to be real-time kafka is the spine confluent is the blood vessel they said were not ready for prod i said prod is already happening your customers are clicking your sensors are pulsing your fraudsters are running your code is asleep i built a pipeline that watches everything" [X Link](https://x.com/TrisolarisCap/status/1946184712399262057) 2025-07-18T12:26Z [--] followers, [---] engagements "$CFLT will see $40 after earnings" [X Link](https://x.com/anyuser/status/1946188892711027086) 2025-07-18T12:42Z [---] followers, [---] engagements "$CFLT https://metronome.com/blog/what-openai-confluent-and-others-taught-us-about-usage-based-pricing-and-billing https://metronome.com/blog/what-openai-confluent-and-others-taught-us-about-usage-based-pricing-and-billing" [X Link](https://x.com/TrisolarisCap/status/1947431177574617410) 2025-07-21T22:59Z [--] followers, [---] engagements "$CFLT https://lenses.io/blog/2025/05/confluent-current-2025-highlights/ https://lenses.io/blog/2025/05/confluent-current-2025-highlights/" [X Link](https://x.com/TrisolarisCap/status/1947434034352820590) 2025-07-21T23:10Z [--] followers, [---] engagements "$CFLT Investor Guide: The Infrastructure That Built Kafka Confluent and Agentic AI I. The Genesis of Kafka (20082011) Between [----] and [----] Jay Kreps Neha Narkhede and Jun Rao developed Kafka at LinkedIn to handle large volumes of event data in real time. Traditional messaging systems were inadequate for real-time telemetry and user activity data. Kafka was designed as a distributed durable append-only log that could ingest persist and deliver millions of messages per second. In [----] Kafka was open-sourced under the Apache Software Foundation to promote community development and widespread" [X Link](https://x.com/anyuser/status/1947494707346788425) 2025-07-22T03:11Z [---] followers, [---] engagements "$CFLT What if the most important technology in AI wasnt the model but the memory What if the thing enabling real-time decisions coordination and continuity wasnt visible in any demo because it lives under the surface Kafka the open-source event streaming platform born at LinkedIn quietly transformed software by making time itself programmable. And while Kafka is free its Confluentthe company built by its creatorsthat made it operable at global scale with SLAs governance and real-time computation through Flink. So when we ask how AI agents reason react and remember across distributed systems" [X Link](https://x.com/anyuser/status/1947516879863779405) 2025-07-22T04:39Z [---] followers, [---] engagements "$GTLB is a zero. Those comparing it to $CFLT are either marketplace illiterate or genuinely misguiding others to fuel short bets. Beware: 1.GitLab is a great DevOps platform but it was built for a world where humans write code and deploy it on schedules. 2.Confluent powers a different world entirely one where machines generate consume and act on data without waiting. 3.GitLab is batch-based Confluent is event-based. 4.If you believe AI agents will run companies you should be more interested in the infrastructure that feeds them in real time. 5.Kafka isnt just a tool its becoming the central" [X Link](https://x.com/anyuser/status/1947647497758761388) 2025-07-22T13:18Z [---] followers, 10.9K engagements "I might be long $CFLT" [X Link](https://x.com/anyuser/status/1947746923496272284) 2025-07-22T19:53Z [---] followers, [---] engagements "$CFLT You probably havent thought about Confluent. You probably think its that Kafka company. Youre not wrong. But heres what you dont know: Confluent spent a decade helping banks and telecoms handle billions of data events per second. Then quietly they rebuilt the whole thing for youthe LLM-native Vercel-deploying AI-product-building generation. Now its serverless. Fully managed. One-click dev environments. Native integrations with your agent stack. Kafka without Kafka. This is what OpenAI will never build and what LangChain needs to work at scale. Not sexy until you realize your product" [X Link](https://x.com/anyuser/status/1947760677265018968) 2025-07-22T20:48Z [---] followers, [---] engagements "$CFLT truths to accept: 1.Kafka is the brand shadow Internally many hate that theyre still the Kafka company. Its both the origin myth and the branding curse. revenue is the only number that matters Despite a sea of features and logos Confluent Cloud growth is the true north star. Everything else is legacy baggage or cover story. 3.On-prem customers pay the bills. AI-native startups win the headlines. Most enterprise revenue still comes from massive painful on-prem installs. But internal dev teams are betting hard on the AI-native crowd catching up fast. 4.Theres a secret list of Fortune 100" [X Link](https://x.com/anyuser/status/1947762075700498727) 2025-07-22T20:54Z [---] followers, [----] engagements "Consensus is changing. Often first movers in the market are weeks if not months ahead of the curve: @tothe_moon100 (July [--] 2025): Posted a bullish breakout alert for $CFLT targeting $29.76 with 22% gains citing MACD crossover and institutional backing. The post included a chart and asked for thoughts with a call to like/RT. @ScrooogeUncle (July [--] 2025): Claimed $CFLT could be a multi-bagger with 3x to 5x returns by [----] driven by AI agents needing real-time data streaming. @MarcJacksonLA (July [--] 2025): Noted Stephens initiating coverage on $CFLT with an Overweight rating and $31 target." [X Link](https://x.com/anyuser/status/1948002400083829191) 2025-07-23T12:48Z [---] followers, [---] engagements "5 takeaways on $CFLT 1.Why agentic AI needs new plumbing Autonomous software agents can only collaborate at scale if they exchange data continuously and in real time. Point-to-point REST calls are too slow and brittle for that. 2.Two emerging standards set the rules of the game Anthropics Model Context Protocol (MCP) standardizes how an agent pulls context and returns results. Googles Agent2Agent (A2A) protocol defines how agents discover each other and hand off tasks. 3.Apache Kafka is the missing backbone Kafkas event-stream topics let agents publish and subscribe asynchronously keep a" [X Link](https://x.com/anyuser/status/1948051623571579189) 2025-07-23T16:04Z [---] followers, [---] engagements "Incredible write up $CFLT https://sdtimes.com/ai/more-than-machines-the-inner-workings-of-ai-agents/ https://sdtimes.com/ai/more-than-machines-the-inner-workings-of-ai-agents/" [X Link](https://x.com/TrisolarisCap/status/1948053410009456890) 2025-07-23T16:11Z [--] followers, [---] engagements "The developer community has been talking about Agentic AI and the essential need for data streaming for the past 6+ months The investor community is still trying to figure out how to use Ani & Rudi $CFLT" [X Link](https://x.com/TrisolarisCap/status/1948054561547293029) 2025-07-23T16:16Z [--] followers, [---] engagements "This deck breaks down everything you need to know about Agentic AI: https://www.capgemini.com/wp-content/uploads/2025/07/Final-Web-Version-Report-AI-Agents.pdf https://www.capgemini.com/wp-content/uploads/2025/07/Final-Web-Version-Report-AI-Agents.pdf" [X Link](https://x.com/TrisolarisCap/status/1948057011704541384) 2025-07-23T16:25Z [--] followers, [--] engagements "@Capgemini did a recent survey on Agentic AI with fascinating results. We will focus on the areas that pertain to $CFLT below: [--]. The scarcity premium on clean streaming data: Capgemini finds that only one in five organisations have mature AI-ready data foundations; [--] % admit their infrastructure is still low-to-medium grade . In other words most enterprises are not yet wired for the always-on event-driven flows AI agents craveprecisely the gap Confluent markets itself to fill. [--]. Real-time data pipelines move from nice-to-have to table-stakes: The reports technology checklist calls out" [X Link](https://x.com/TrisolarisCap/status/1948059289198948464) 2025-07-23T16:35Z [---] followers, [--] engagements "Ive been posting a lot about $CFLT lately. Im well aware that quantity doesnt equal quality. However Im shocked at times to see how little information is out there. I am trying my best to bring everyone up to speed. Investors keep asking me in DM why Confluents creator advantage deserves a valuation premium so let us count the ways and we will let Capgeminis fresh numbers do the shouting. This is a big one. If you only read one post by me READ THIS: First the money on the table is staggering not hypothetical. Capgemini projects that agentic AI will mint $450 billion in new economic value" [X Link](https://x.com/anyuser/status/1948064727470621038) 2025-07-23T16:56Z [---] followers, [---] engagements "$CFLT I couldn't believe this: In [----] this guy dropped out of HIGH SCHOOL after [--] year. His parents were furious. His friends freaked out. Until he built a data system so powerful LinkedIn runs on it. Here's how a dropout created a $10 BILLION empire you use every day: https://t.co/xSIo5osW13 I couldn't believe this: In [----] this guy dropped out of HIGH SCHOOL after [--] year. His parents were furious. His friends freaked out. Until he built a data system so powerful LinkedIn runs on it. Here's how a dropout created a $10 BILLION empire you use every day: https://t.co/xSIo5osW13" [X Link](https://x.com/TrisolarisCap/status/1948066534863323446) 2025-07-23T17:03Z [--] followers, [---] engagements "Happy to be investing with Steve $CFLT https://www.ibtimes.co.uk/steve-cohens-point72-goes-heavy-tech-pharma-stocks-investing-over-330m-two-trades-1736782 https://www.ibtimes.co.uk/steve-cohens-point72-goes-heavy-tech-pharma-stocks-investing-over-330m-two-trades-1736782" [X Link](https://x.com/anyuser/status/1948073950313132468) 2025-07-23T17:33Z [---] followers, [---] engagements "@zeeg @martin_casado Same randoms that built $ADBE" [X Link](https://x.com/TrisolarisCap/status/1948159152351821959) 2025-07-23T23:11Z [--] followers, [---] engagements "$CFLT The White Houses latest AI Action Plan calls for a strategic embrace of open-source and open-weight AI with a clear emphasis on reducing barriers for startups and academics. Tucked beneath the policy language is a major shift in how the U.S. plans to organize its compute infrastructure and data flow economy. While most will focus on the language around model openness the subtler play is on access to computeand by extension the streaming infrastructure that feeds it. This is where Confluent the enterprise steward of Apache Kafka finds itself in the crosshairs of transformation. The" [X Link](https://x.com/anyuser/status/1948217228983484897) 2025-07-24T03:02Z [---] followers, [----] engagements "Thesis: four independent (but complementary) reasons Confluent $CFLT could beat on Q2 FY25 earnings 1) The bar is intentionally low + positive Earnings ESP: Motley Fool just argued $CFLT is set up to beat because management guided subscription growth to 19% for [----] well below the 26% they just posted in Q1 creating easy optics for upside. Zacks/Finviz shows an Earnings ESP of +10.2% a classic tell that near-term estimate revisions are lagging internal momentum. In short conservative guide + positive ESP = statistical edge for a beat. Motley Fools Bold Earnings Season Predictions piece (July" [X Link](https://x.com/anyuser/status/1948436332700991887) 2025-07-24T17:33Z [---] followers, 10.3K engagements "$CFLT is the only AI play left 🧵Heres why:" [X Link](https://x.com/anyuser/status/1948481307094442103) 2025-07-24T20:31Z [---] followers, [----] engagements "Confluents fully managed Kafka + Flink stack acts as the real-time data backbone for generative and agentic AI a role underscored when OpenAI at the Current [----] conference showed how Kafka and PyFlink move and transform global event flows to power GPT-4.1 and ChatGPT. By pairing Kafkas durable ingestion with Flinks low-latency stateful processing Confluent enables continuous data loops in which autonomous AI agents can sense reason and act on fresh information evolving generative models from one-shot content creators into always-on decision-makers. Agentic AI these incredible systems of" [X Link](https://x.com/TrisolarisCap/status/1948481324261445703) 2025-07-24T20:32Z [--] followers, [---] engagements "Confluents AI strategy is already delivering measurable results not vaporware like others in this market. They have a product everyone can agree on: Core capabilities now live in Confluent Cloud for ApacheFlink: Flink Native Inference supports running opensource or finetuned LLMs directly within streaming pipelinesno external model endpoints no data egress reduced latency improved security. Flink search unifies access across multiple vector databases streamlining retrievalaugmented generation (RAG) workflows with alwaysfresh contextual embeddings . Builtin ML functions in Flink SQL enable" [X Link](https://x.com/anyuser/status/1948481339990434288) 2025-07-24T20:32Z [---] followers, [---] engagements "$CFLT @themotleyfool Confluent: A 10X Opportunity in Data Streaming https://youtu.be/6r46Gna8BnE https://youtu.be/6r46Gna8BnE" [X Link](https://x.com/anyuser/status/1948540884330688703) 2025-07-25T00:28Z [---] followers, [---] engagements "DevSecOps is a euphemism a safety blanket for enterprises terrified of whats coming. Its not a framework its a denial mechanism. $GTLB GitLab isnt the future of software development its a padded cell for companies too scared to let go of process religion. The product is bloated the workflows redundant the pitch soaked in fear Buy our platform or chaos reigns. But the real chaos isnt outside the pipeline its whats coming through it. AI is already writing code. Soon itll be architecting entire ecosystems. If todays models can build CRUD apps from a sentence tomorrows will spin up fully scalable" [X Link](https://x.com/TrisolarisCap/status/1948609359388578240) 2025-07-25T05:00Z [---] followers, [---] engagements "$CRI going even lower. At what price does $WMT acquire" [X Link](https://x.com/TrisolarisCap/status/1948735652469592127) 2025-07-25T13:22Z [---] followers, [---] engagements "That design guy was literally just doing victory laps yesterday morning over creating the Tea app. Can you imagine" [X Link](https://x.com/TrisolarisCap/status/1948883133300179320) 2025-07-25T23:08Z [--] followers, [---] engagements "@marq4m I was told the same thing about $JOBY $RKLB $KKRNF and $AXON" [X Link](https://x.com/anyuser/status/1948955924586266682) 2025-07-26T03:57Z [---] followers, 15.1K engagements "Conversation I had over the weekend about $CFLT Dude. Listen to me. Listen. Confluent isnt just a company its infrastructure for consciousness. Think about how the brain works not like a database but like a stream. Real-time event-driven constantly reacting adapting making decisions. Businesses today Theyre brains with clogged arteries batch processing silos latency-laden sludge. But Confluent Its the serotonin reuptake inhibitor for enterprise data flow its real-time cognition at scale. You know how Kafka was built at LinkedIn right To handle the firehose of events not just store data but" [X Link](https://x.com/anyuser/status/1949824229060518358) 2025-07-28T13:28Z [---] followers, [---] engagements "@grok @iruletheworldmo @AICounselDallas I met him once. This was back when he was door dashing still. Quiet guy. Sat over by the window at chipotle waiting for his order. I said Are you walking phoenix He said yeah I am" [X Link](https://x.com/TrisolarisCap/status/1949855186798960721) 2025-07-28T15:31Z [---] followers, [---] engagements "Figma raising its IPO price range to $3032 per share targeting a fully diluted valuation exceeding $16B is bullish for software. This reflects forward revenue multiples near 20x assuming $800M trailing revenue. The market is rewarding high-growth design-centric SaaS with real-time collaboration architecture. $CFLT Confluent benefits indirectly. Figmas valuation premium implies increased institutional willingness to price in scalability user interactivity and cloud-native infrastructure dependency. Figmas operational demandsmultiplayer state low-latency event propagation real-time data" [X Link](https://x.com/TrisolarisCap/status/1949858866000548203) 2025-07-28T15:45Z [--] followers, [---] engagements "Whats funny is that in the Age of AI design has only become more important. Im wondering how long it will take for @canva to really be able to put designers completely out of business. [--] years Some more slides 🌉 https://t.co/dZdqF1rTtS Some more slides 🌉 https://t.co/dZdqF1rTtS" [X Link](https://x.com/TrisolarisCap/status/1949869284731375815) 2025-07-28T16:27Z [---] followers, [---] engagements "Look I respect the optimism of the average parent on here in their forties or fifties. Your kids bright builds in Roblox fiddles with Python but lets stop pretending that points toward engineer. Moores Law hasnt slowed down its steepened. Compute is cheap memory is infinite Replit gives anyone a full-stack dev environment in a browser tab. Claude can hold entire codebases in context and reason about them like a staff-level engineer. GPT can build an app faster than most bootcamp grads. And $FIG Figma Its not a design tool anymore its the front-end to automation. UI logic layout backend" [X Link](https://x.com/TrisolarisCap/status/1949889582516097241) 2025-07-28T17:47Z [---] followers, [---] engagements "$VOYG is a Frankenstein of parts. I was hoping this could be something but Im worried about relevancy of tech" [X Link](https://x.com/TrisolarisCap/status/1950188882987012420) 2025-07-29T13:37Z [---] followers, [---] engagements "$CFLT Ill know in a few hours if Im underwater or deep in the green" [X Link](https://x.com/anyuser/status/1950632872710426683) 2025-07-30T19:01Z [---] followers, [----] engagements "$CFLT Im ruined" [X Link](https://x.com/anyuser/status/1950650963943170138) 2025-07-30T20:13Z [---] followers, [----] engagements "Theres literally no words to describe the state of my life right now $CFLT" [X Link](https://x.com/anyuser/status/1950653049049071704) 2025-07-30T20:21Z [---] followers, [----] engagements "I just got wired more money from a friend. Buying more at $19 $CFLT" [X Link](https://x.com/anyuser/status/1950668024064946364) 2025-07-30T21:21Z [---] followers, 24.7K engagements "- $372897 $CFLT" [X Link](https://x.com/TrisolarisCap/status/1950683993047023979) 2025-07-30T22:24Z [---] followers, [---] engagements "@iseelines @zoomyzoomm I only have one position. Ill only ever have one position $CFLT" [X Link](https://x.com/anyuser/status/1950686930620067901) 2025-07-30T22:36Z [---] followers, [----] engagements "@GravyHound12 Its leased I put it on marketplace anyways All in under $20 $CFLT" [X Link](https://x.com/anyuser/status/1950690409207968214) 2025-07-30T22:50Z [---] followers, [---] engagements "Thank you to my dear friend for wiring me $1000000 to buy the dip. I was close to $400k in the hole But thanks to my stupidity and reckless behavior someone showed pity on me. Many young traders on here could learn something from my situation $CFLT" [X Link](https://x.com/anyuser/status/1950692120416981425) 2025-07-30T22:56Z [---] followers, [----] engagements "@purplethemisfit @zoomyzoomm Thank you. I truly believe in AI I went looking for a company comparable to @replit/@cursor_ai after all of the hype. I read for weeks Time and time again the rabbit hole lead me back to Kafka and $CFLT" [X Link](https://x.com/anyuser/status/1950703142230020197) 2025-07-30T23:40Z [---] followers, [---] engagements "I just got off the phone with my brother-in-law He saw my tweets and wants the money I owe him back. Hey Eric fuck you $CFLT" [X Link](https://x.com/anyuser/status/1950731338879025381) 2025-07-31T01:32Z [---] followers, 13.7K engagements "@OFFamilyOffice Ill literally be driving to work tomorrow on an empty stomach because $CFLT missed Think about that for a minute. Thats real. No financial advisor can provide that" [X Link](https://x.com/TrisolarisCap/status/1950746812677312687) 2025-07-31T02:34Z [---] followers, [---] engagements "@ThalesNeverErly @joshprotonn @MateosMelkesia1 You sound like my wife My account is down 30% from where it was at close. My plan was for $CFLT to go up 100% over the next month on positive momentum from earnings + Agentic ai catalysts and to to sell as retails enters" [X Link](https://x.com/anyuser/status/1950754208153547195) 2025-07-31T03:03Z [---] followers, [----] engagements "My experiment was inspired by $PTON and the movement @FintwitPeaked started as well as $UAVS I survived [----] [----] [----]. After conducting this experiment I can tell you that these markets are nothing like back then. Half the audience is gone. Retail just isnt there to soak up shit anymore. Last nights earnings proved it to be true The $ARKK days are over. Strength or death. Im outrageously long $QQQ and this experiment reminded me why. I am no stock picker. Index and chill. $CFLT" [X Link](https://x.com/TrisolarisCap/status/1950905601967714538) 2025-07-31T13:05Z [---] followers, [---] engagements "@zoomyzoomm You check your portfolio. 100% $CFLT You look in the mirror and see yourself holding two phones. You are watching yourself type this out. You realize that you are @TrisolarisCap Back to bed" [X Link](https://x.com/TrisolarisCap/status/1950915078708154651) 2025-07-31T13:42Z [---] followers, [---] engagements "@KeningYe26924 @jaykreps Exactly. I rode that higher This is no different. Put the experiment aside for a moment theres no reason $CFLT cant be a [--] billion dollar company Its really about the synergies between them and @AnthropicAI now Any catalyst will send stock higher" [X Link](https://x.com/TrisolarisCap/status/1950921542562730208) 2025-07-31T14:08Z [---] followers, [---] engagements "Thats what my uncle just told me. He said my experiment is a failure. Next year at thanksgiving hes going to try something similar: Take a hooker to get her hair and nails done luxury outfit and purse shopping and bring her to dinner for the family to meet. He told me Bubba even if MaMa thinks the girl I bring home is a keeper even if every person at the table thinks shes the one shes still just a hooker from Brentwood Hes right. Im looking in the mirror right now. Was this experiment worth it $CFLT" [X Link](https://x.com/TrisolarisCap/status/1950926659076432170) 2025-07-31T14:28Z [---] followers, [--] engagements "$CFLT #1 customer is $WIX @Wix Wix has moved from a basic website builder to a full-scale digital presence and SaaS commerce platform: Wix Studio For freelancers and design agencies. Wix eCommerce Competes with Shopify enabling users to run storefronts. Wix Bookings Wix Hotels Wix Restaurants Niche-specific plugins. Velo by Wix A full-stack web dev environment (low-code meets high-flex). This ecosystem approach has made Wix increasingly sticky for businesses that dont want to piecemeal their digital infrastructure. Is the confluent slow down tied to a slow down for $WIX Vibe coding impact I" [X Link](https://x.com/TrisolarisCap/status/1950938839767564529) 2025-07-31T15:17Z [---] followers, [---] engagements "@g5p8v8r7s7 I was confident in the outcome" [X Link](https://x.com/TrisolarisCap/status/1950939422670868534) 2025-07-31T15:19Z [---] followers, [---] engagements "Im still holding $CFLT Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no" [X Link](https://x.com/anyuser/status/1950949672471888210) 2025-07-31T16:00Z [---] followers, [----] engagements "@zoomyzoomm $SFTBY quietly becoming a behemoth https://www.bloomberg.com/news/articles/2025-05-13/softbank-profit-jumps-helped-by-boost-from-ai-resilience https://www.bloomberg.com/news/articles/2025-05-13/softbank-profit-jumps-helped-by-boost-from-ai-resilience" [X Link](https://x.com/TrisolarisCap/status/1950956828436906093) 2025-07-31T16:28Z [---] followers, [--] engagements "@zoomyzoomm Im a HUGE masa fan if you didnt guess Hes been in bytedance since November of [----] $CFLT is my WeWork moment Ill bounce back" [X Link](https://x.com/TrisolarisCap/status/1950957233187312081) 2025-07-31T16:30Z [---] followers, [---] engagements "@buccocapital $CFLT" [X Link](https://x.com/TrisolarisCap/status/1950968924864143382) 2025-07-31T17:16Z [---] followers, [---] engagements "Very possible $CFLT is being manipulated lower by multiple factors to force founders to sell No options left. Accept the offer and end this madness for your employees" [X Link](https://x.com/anyuser/status/1951009264350404952) 2025-07-31T19:57Z [---] followers, [---] engagements "$ARM I didnt even post about it today. Its my second largest position" [X Link](https://x.com/TrisolarisCap/status/1951014764064415964) 2025-07-31T20:19Z [---] followers, [---] engagements "Acquisitions that blend an AI studio with a data-plumbing company are now mainstream. IDC projects global generative-AI spend will reach [---] billion USD in [----] and every frontier lab covets proprietary pipes that feed and evaluate models. Recent transactions show the pattern Databricks bought MosaicML Snowflake grabbed Crunchy Data and Corum Group lists networking scoops by Nvidia proving vertical integration is a standard way to shorten iteration loops. Deal mechanics would mirror those cloud-era precedents. Anthropic privately valued above thirty billion USD after Amazon and Google" [X Link](https://x.com/TrisolarisCap/status/1951051776251273324) 2025-07-31T22:46Z [---] followers, [--] engagements "Port down 26% Impressions up 6000% $CFLT" [X Link](https://x.com/TrisolarisCap/status/1951096745624215604) 2025-08-01T01:44Z [---] followers, [---] engagements "I might have sold at the top $CFLT Bored as hell going to tell him I just cashed out my 401k for attention Bored as hell going to tell him I just cashed out my 401k for attention" [X Link](https://x.com/TrisolarisCap/status/1951272343860551994) 2025-08-01T13:22Z [---] followers, [---] engagements "I was up late last night writing this My thesis for @AnthropicAI buying $CFLT Anthropic is reportedly close to raising another $3 billion to $5 billion in a round led by Iconiq Capital that would set its post-money valuation at about $170 billion more than eight times the $20-$30 billion range whispered just eighteen months ago. That soaring equity currency turns most public-market infrastructure plays into affordable stock deals and the timing looks uncanny because Confluents Q2 [----] print disappointed. Revenue reached $282.3 million up [--] percent year on year yet Confluent Cloud slowed to" [X Link](https://x.com/anyuser/status/1951274930324250967) 2025-08-01T13:32Z [---] followers, [----] engagements "$CFLT bottom is in Routine road back to $30 has begun Look at 5Y chart to understand" [X Link](https://x.com/anyuser/status/1951313098243293379) 2025-08-01T16:04Z [---] followers, [---] engagements "$CFLT at $16 is actually more attractive than $CFLT at $26 Put me on cnbc" [X Link](https://x.com/TrisolarisCap/status/1951767742316745029) 2025-08-02T22:11Z [---] followers, [---] engagements "$CFLT The road to $30 begins tomorrow [--] first than [--]. Just a matter of time Ill be serving cope like this for three months then Ill just sell and fuck off" [X Link](https://x.com/anyuser/status/1952055773397397555) 2025-08-03T17:15Z [---] followers, [---] engagements "@zoomyzoomm I sold $TCEHY to buy $CFLT true story" [X Link](https://x.com/TrisolarisCap/status/1952196463674667515) 2025-08-04T02:34Z [---] followers, [---] engagements "Databricks should buy Confluent. Heres the breakdown 🧵" [X Link](https://x.com/anyuser/status/1952479616654008448) 2025-08-04T21:19Z [---] followers, [---] engagements "Databricks owns the offline universe: petabyte-scale Delta Lake notebook-driven ETL and ML pipelines that run in minutes to hours. Confluent owns the online universe: globally replicated Kafka topics pushing millions of events per second with millisecond latency. Customers are tired of stitching these worlds together; every join upsert and backfill burns SRE cycles. Snap them into a single platform and you erase the last architectural gap in the data stack. Strategically this blocks Snowflake before it finishes bolting Striim-like streaming onto its warehouse and it stiff-arms Microsoft" [X Link](https://x.com/TrisolarisCap/status/1952479620751835401) 2025-08-04T21:19Z [---] followers, [---] engagements "Wall Street institutions have been accumulating for years. Yingjun has the ability to see past tired narratives and understands the value of the parts Is it so crazy to imagine $CFLT at $24 I just bought $CFLT at $17.21 (and keep buying more). Im optimistic about @confluentincs vision - but at the same time you should be replacing @ApacheFlink and TableFlow with @RisingWaveLabs and @ApacheIceberg 🙌 https://t.co/Kwl0sx9i9Y I just bought $CFLT at $17.21 (and keep buying more). Im optimistic about @confluentincs vision - but at the same time you should be replacing @ApacheFlink and TableFlow" [X Link](https://x.com/anyuser/status/1952796919002218766) 2025-08-05T18:20Z [---] followers, [---] engagements "@KeningYe26924 @confluentinc @jaykreps @ericvishria Ill sell if Jay sells. Thats my new stance after today Enough ping ponging around Lets take this to $60 $CFLT DESTROY THE SHORTS" [X Link](https://x.com/anyuser/status/1952859959097717222) 2025-08-05T22:31Z [---] followers, [---] engagements "100 words stand between investors and $CFLT management. This niche software sector remains stagnant because 90% of finance doesnt know what the fuck they are talking about Here is [---] words for example: 1.Partition 3.Cluster ID 4.ISR 5.KRaft 6.ZooKeeper 7.Idempotent Producer 8.Transactional Producer 9.Exactly-Once Semantics 10.Compaction 11.Acks=-1 12.Replication Factor 13.Throttled Replicas 14.Rack Awareness 15.Tiered Storage 16.Cluster Linking 17.MirrorMaker [--] 18.Schema Registry 19.ksqlDB 20.Control Center Proxy 22.Confluent Replicator 23.Confluent CLI 24.Single Message Transform" [X Link](https://x.com/anyuser/status/1952936930083258421) 2025-08-06T03:37Z [---] followers, [---] engagements "@Investor_NICK_ $PEP could go either way" [X Link](https://x.com/TrisolarisCap/status/1953576724459139390) 2025-08-07T21:59Z [---] followers, [---] engagements "$CFLT Leveraging Agentic ai through data streaming Next episode tomorrow. 9AM EDT. Heres a preview of what the boys going to talk about https://t.co/wgxdc4QDdH Next episode tomorrow. 9AM EDT. Heres a preview of what the boys going to talk about https://t.co/wgxdc4QDdH" [X Link](https://x.com/anyuser/status/1953598569539416270) 2025-08-07T23:26Z [---] followers, [---] engagements "@zoomyzoomm I just dont like that Trump can nuke me with one foreign policy decision. Ive traded Hang Seng for years. You will die with your head in the dragons mouth China is an ancient land. We live in a world of youthful bliss" [X Link](https://x.com/TrisolarisCap/status/1953598896149868712) 2025-08-07T23:27Z [---] followers, [--] engagements "Thats very true Many in the $PLTR crowd forget that a newly elected Dem president in three years could easily weed out and turn corporate America against them. Same with $TSLA $META and others Trump has ushered in a new playbook and has like all his predecessors stretched the glove as they say. The glove can never get smaller. The same beast that has led many to feeling exalted could also lead them to ruin" [X Link](https://x.com/TrisolarisCap/status/1953709241136758974) 2025-08-08T06:45Z [---] followers, [--] engagements "You and so many others have become undead. Imagine being the peasants that scoffed at Michelangelo as he painted. What we are witnessing with Altman is history. Its high art. [--] is life changing. [---] million more users in the next few months High level prompting is the past We are so close to utopia but people like you wont let us. AI is a reminder that we dont need anyone anymore. We are eternal now" [X Link](https://x.com/TrisolarisCap/status/1953710220712239554) 2025-08-08T06:49Z [---] followers, [---] engagements "You and so many others have become undead. Imagine being the peasants that scoffed at Michelangelo as he painted. What we are witnessing with Altman is history. Its high art. [--] is life changing. [---] million more users in the next few months High level prompting is the past We are so close to utopia but people like you wont let us. AI is a reminder that we dont need anyone anymore. We are eternal now" [X Link](https://x.com/TrisolarisCap/status/1953710243701227639) 2025-08-08T06:49Z [---] followers, [---] engagements "@zoomyzoomm Yes. $CFLT not an outlier but harbinger of things to come" [X Link](https://x.com/TrisolarisCap/status/1953816485165777345) 2025-08-08T13:52Z [---] followers, [---] engagements "Im learning so many tickers following you. Keep wondering where you were 2-3 years ago when everybody was in full doomer meltdown over China Do you see the restistance to it Once you realize that China vs. America is a one of the most tired warn out narratives ever you can never go back That being said what Chinese CEOs have been to White House lately" [X Link](https://x.com/TrisolarisCap/status/1955776452278050986) 2025-08-13T23:40Z [---] followers, [---] engagements "@somefoundersalt Michelangelos hard tech was stone and fresco but like todays prodigies he followed capital. The Medici and Popes were his Citadel Securities. Talent built heroes money built empires. Even the Sistine Chapel ceiling had a budget" [X Link](https://x.com/TrisolarisCap/status/1958543884587557323) 2025-08-21T14:57Z [---] followers, [---] engagements "Confluent powers real-time data streams that fuel AI. With Databricks as partner its role in enterprise pipelines makes it a long-term growth winner. $PLTR bulls might hate that but its the truth. Databricks is the future of software" [X Link](https://x.com/TrisolarisCap/status/1958655469582787022) 2025-08-21T22:20Z [---] followers, [---] engagements "@zoomyzoomm This is the path that one shot me on $CFLT Be careful Your fucked" [X Link](https://x.com/anyuser/status/1958656830483439776) 2025-08-21T22:25Z [---] followers, [---] engagements "$CFLT $PDD Life imitates art Many such cases out there instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to risk it all because they see no future. Consequences of a hyper financialized economy and money printing. Many such cases out there instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to risk it all because they see no future. Consequences of a hyper financialized economy and money printing" [X Link](https://x.com/TrisolarisCap/status/1958989551114105110) 2025-08-22T20:27Z [---] followers, [---] engagements "@zoomyzoomm How can that be possible Im old enough to remember when $PDD grew and delivered vegetables" [X Link](https://x.com/TrisolarisCap/status/1958999764080762991) 2025-08-22T21:08Z [---] followers, [---] engagements "@zoomyzoomm Pinduoduo risks missing earnings as Chinese consumers tire of gimmicks avoid cheap goods for mianzi (status) and churn when rural subsidies fade amid poor logistics. All of which are vague nuances invisible to U.S. investors dazzled by scale and discounts China USA" [X Link](https://x.com/TrisolarisCap/status/1959003493181857814) 2025-08-22T21:23Z [---] followers, [---] engagements "It feels like a mission from god to save my brother @zoomzooming from $PDD He could have saved me Would I have listened Hes talking about a 30% run after earnings like its as casual as chef Boyardee for dinner I make the same mistake At least soon we might be both cooked" [X Link](https://x.com/TrisolarisCap/status/1959003900041998797) 2025-08-22T21:25Z [---] followers, [---] engagements "@princeofthef4ll @zoomyzoomm Its called sarcasm. His optimism keeps me going. Back in [----] I was arguing for Chinese companies to be taken seriously and everyone laughed at me Looking for value in China is part of every investors path. He will learn much" [X Link](https://x.com/TrisolarisCap/status/1959022845016863025) 2025-08-22T22:40Z [---] followers, [--] engagements "@jojo_capital @zoomyzoomm $BABA fumbled the bag They sell fake Louis purses $PDD has garlic and toilet paper for a yuan" [X Link](https://x.com/TrisolarisCap/status/1959049694866206844) 2025-08-23T00:26Z [---] followers, [---] engagements "@zoomyzoomm $PDD down 5%" [X Link](https://x.com/TrisolarisCap/status/1960000940389683700) 2025-08-25T15:26Z [---] followers, [--] engagements "$PDD down 9% from high $CFLT up 15% from low" [X Link](https://x.com/TrisolarisCap/status/1960728356502299122) 2025-08-27T15:37Z [---] followers, [---] engagements "$CFLT up 6%" [X Link](https://x.com/TrisolarisCap/status/1960836892532072779) 2025-08-27T22:48Z [---] followers, [---] engagements "$MDB $SNOW What more do you need to realize that a new phase of the AI is emerging $NVDA was spending $CFLT is adoption Companies are now turning models on their own data" [X Link](https://x.com/anyuser/status/1960838352246333878) 2025-08-27T22:54Z [---] followers, [---] engagements "I wasnt wrong about $CFLT I was just early $SNOW $MDB $PLTR Data rules the world" [X Link](https://x.com/anyuser/status/1960841659551506858) 2025-08-27T23:07Z [---] followers, [---] engagements "I have not realized any losses I have cut my loss in half I will not sell until I am whole $CFLT Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible" [X Link](https://x.com/anyuser/status/1960918961635385587) 2025-08-28T04:14Z [---] followers, [---] engagements "$CFLT up 3% I thought I would be underwater forever Narratives blow up fast" [X Link](https://x.com/TrisolarisCap/status/1961060253166121457) 2025-08-28T13:36Z [---] followers, [---] engagements "$PDD flat 😆" [X Link](https://x.com/TrisolarisCap/status/1961060550672318689) 2025-08-28T13:37Z [---] followers, [--] engagements "$CFLT has moved 25% off the lows in two weeks on strong demand for data in a new AI narrative Meanwhile Chinese consumers continue to turn away from cheap goods from $PDD as cultural sentiment settles Down 8% from highs" [X Link](https://x.com/TrisolarisCap/status/1961061608039616931) 2025-08-28T13:41Z [---] followers, [---] engagements "$CFLT The loudest people on Twitter run the most insignificant amount of capital. How many people on here have $500m books or even $250m. The loudest people on Twitter run the most insignificant amount of capital. How many people on here have $500m books or even $250m" [X Link](https://x.com/TrisolarisCap/status/1961062665058693593) 2025-08-28T13:45Z [---] followers, [---] engagements "$ESTC Its becoming clear by the day that the market was irrationally spooked by a poor choice of words by $CFLT management $SNOW $MDB" [X Link](https://x.com/TrisolarisCap/status/1961164878938608038) 2025-08-28T20:31Z [---] followers, [---] engagements "@zoomyzoomm Say $CFLT SAY IT" [X Link](https://x.com/TrisolarisCap/status/1961167617269653929) 2025-08-28T20:42Z [---] followers, [--] engagements "@zoomyzoomm I tried It ruined me $CFLT" [X Link](https://x.com/TrisolarisCap/status/1961203179045229052) 2025-08-28T23:04Z [---] followers, [--] engagements "I have never lost a dollar For the record I was down the median price of a home in most states - $428000 I am now nearly whole I was able to borrow from friends and average down to $22 a share Thank you to those that have sent a DM If $CFLT goes past $23 I will exit" [X Link](https://x.com/TrisolarisCap/status/1961287900550893795) 2025-08-29T04:40Z [---] followers, [---] engagements "$CFLT Im crying right now I might actually break even in less than [--] months" [X Link](https://x.com/TrisolarisCap/status/1965122877700833424) 2025-09-08T18:39Z [---] followers, [---] engagements "My fear with emerging markets and especially Chinese equities is that when markets turn against you there is essentially no reprieve. You dont have the government backing the market the way US ;93:" [X Link](https://x.com/TrisolarisCap/status/1965489190097109269) 2025-09-09T18:55Z [---] followers, [--] engagements "$CFLT $ORCL I tried to tell everybody that data is the most important component of the algorithmic autocomplete era" [X Link](https://x.com/TrisolarisCap/status/1965768679595102570) 2025-09-10T13:25Z [---] followers, [---] engagements "@zoomyzoomm $CFLT" [X Link](https://x.com/TrisolarisCap/status/1965983586903003259) 2025-09-11T03:39Z [---] followers, [---] engagements "Bingo $CFLT @bricked_trades 😂😂😂😂 jay kreps is not CEO. Watch an interview with him and John Fortt cnbc. He couldnt even explain clearly where the growth is going to come from for the company. Not polished - seems stressed. Not a CEO - need real CEO. Remote first company - RED FLAG @bricked_trades 😂😂😂😂 jay kreps is not CEO. Watch an interview with him and John Fortt cnbc. He couldnt even explain clearly where the growth is going to come from for the company. Not polished - seems stressed. Not a CEO - need real CEO. Remote first company - RED FLAG" [X Link](https://x.com/TrisolarisCap/status/1966662131115274452) 2025-09-13T00:36Z [---] followers, [---] engagements "Fuck it. Im all in baby $RIVN https://ev.com/news/rivian-r1s-becomes-california-governor-newsom-state-vehicleutm_source=chatgpt.com https://ev.com/news/rivian-r1s-becomes-california-governor-newsom-state-vehicleutm_source=chatgpt.com" [X Link](https://x.com/TrisolarisCap/status/1966794675475673366) 2025-09-13T09:22Z [---] followers, [--] engagements "@hamids I found one of your $RIVN tweets at [--] AM the other night. After [--] days of research Im ready to go all in California leads and Im seeing Rivians everywhere. A recent trip to Yosemite had me hanging out at their new Groveland location. Rivians everywhere in the park" [X Link](https://x.com/TrisolarisCap/status/1967288646375223741) 2025-09-14T18:05Z [---] followers, [---] engagements "@menhguin Thoughts on $TER I am also very obsessed with deep tech hardware but feel like I ran out of ideas. Was too early on many in 2020" [X Link](https://x.com/TrisolarisCap/status/1969001866257178886) 2025-09-19T11:33Z [---] followers, [--] engagements "$CFLT wounded me deeply But that doesnt change the fact that its still the best chart out there It has AI exposure The CEO is on the Anthropic board for heavens sake They just have to deliver this quarter Im now %10 loss" [X Link](https://x.com/TrisolarisCap/status/1969084526975434964) 2025-09-19T17:01Z [---] followers, [---] engagements "Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit together really fast and very well. This means finding new medicines can happen quicker and cheaper helping people get better treatments sooner. $NVDA $RXRX" [X Link](https://x.com/TrisolarisCap/status/1969602120287670403) 2025-09-21T03:18Z [---] followers, [----] engagements "MITs Jameel Clinic and CSAIL partnered with Recursion a clinical-stage biotech company to develop Boltz-2 an open-source AI model that predicts protein structures and how well molecules bind to them speeding up drug discovery. $RXRX Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit together really fast and very well. This means finding new medicines can happen quicker and cheaper helping people get better treatments sooner. $NVDA $RXRX Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit" [X Link](https://x.com/TrisolarisCap/status/1969602460546449686) 2025-09-21T03:19Z [---] followers, [---] engagements "Holy shit $NVDA $RXRX I have never been more excited about a company $RXRX https://t.co/DwV5jeKYMA I have never been more excited about a company $RXRX https://t.co/DwV5jeKYMA" [X Link](https://x.com/TrisolarisCap/status/1969766911127998653) 2025-09-21T14:13Z [---] followers, [----] engagements "$RXRX is the @OpenAI of the biotech world. At [--] billion market cap it is undervalued compared to peers + massive $NVDA partnership/investment. Jensen personally likes CEO and has resonated with his story over fireside chats" [X Link](https://x.com/TrisolarisCap/status/1969768466036167004) 2025-09-21T14:19Z [---] followers, [----] engagements "First I believed in $PLTR then $KRKNF then $ATAI then $KTOS then $APP Themes rhyme like words in a poem $RXRX is next" [X Link](https://x.com/TrisolarisCap/status/1969769784016605228) 2025-09-21T14:24Z [---] followers, [--] engagements "$RXRX $NVDA A new feature story from @erikafry in @FortuneMagazine opens with a striking image: For three weeks last May employees from @nvidia and Recursion slept on the floor of a data center in Salt Lake City during a sprint to build the pharma industrys fastest and most powerful https://t.co/EOn9RHX1KS A new feature story from @erikafry in @FortuneMagazine opens with a striking image: For three weeks last May employees from @nvidia and Recursion slept on the floor of a data center in Salt Lake City during a sprint to build the pharma industrys fastest and most powerful" [X Link](https://x.com/TrisolarisCap/status/1969797659407122543) 2025-09-21T16:15Z [---] followers, [---] engagements "@ruth_capital $RXRX check it out and let me know what you think fr" [X Link](https://x.com/TrisolarisCap/status/1970180008275779644) 2025-09-22T17:34Z [---] followers, [---] engagements "From my understanding the Wall Street argument against $RXRX is that their technical founder left the company years ago essentially making it vaporware. However CTO that left is still on the board and owns over [--] million shares" [X Link](https://x.com/TrisolarisCap/status/1970528762229137432) 2025-09-23T16:40Z [---] followers, [---] engagements "This was always the thesis $CFLT @StockSavvyShay The acquisition of $CFLT by Databricks would be an interesting move to expand its data platform. 🧐 @StockSavvyShay The acquisition of $CFLT by Databricks would be an interesting move to expand its data platform. 🧐" [X Link](https://x.com/TrisolarisCap/status/1970535180113977853) 2025-09-23T17:06Z [---] followers, [---] engagements "$CFLT acquire and retire Options are closing. Not many doors left @1991Wolfpack I originally thought $SNOW would acquire $CFLT -- but the RedPanda acquisition takes them out of the picture @1991Wolfpack I originally thought $SNOW would acquire $CFLT -- but the RedPanda acquisition takes them out of the picture" [X Link](https://x.com/TrisolarisCap/status/1970535367779721325) 2025-09-23T17:06Z [---] followers, [---] engagements "@SPAC_Infleqtion $RXRX also a $NVDA partnership Curious to know more about CCCX" [X Link](https://x.com/TrisolarisCap/status/1970539326397448331) 2025-09-23T17:22Z [---] followers, [---] engagements "Fair value probably closer to $750M meaning this stock could easily be worth 3-4 billion by next spring $CCCX But if you really question is it a $NVDA partnership consider this. Not only are they partners $NVDA buys $CCCX quantum products and uses them. As does NASA the Department of War and everyone else that actually matters. This is the next $PLTR OR BETTER. No way this does https://t.co/25bWVb7wEl But if you really question is it a $NVDA partnership consider this. Not only are they partners $NVDA buys $CCCX quantum products and uses them. As does NASA the Department of War and everyone" [X Link](https://x.com/TrisolarisCap/status/1970543731846869366) 2025-09-23T17:40Z [---] followers, [---] engagements "$JOBY 99% of these guys have never been to the HQ in the forest in Santa Cruz They dont even know JoeBen" [X Link](https://x.com/TrisolarisCap/status/1971184789299552296) 2025-09-25T12:07Z [---] followers, [---] engagements "Absolutely incredible. San Francisco is now is then is forever. It cannot be stopped and unless you are standing in the city right now you wont understand a word I am saying I love my city ❤ Was looking back at this post from [----] about what will happen to San Francisco when the city was at an all time low And it ended up being a freakishly decent prediction This was the week ChatGPT launched 😅 https://t.co/88zKajAaAQ Was looking back at this post from [----] about what will happen to San Francisco when the city was at an all time low And it ended up being a freakishly decent prediction This" [X Link](https://x.com/TrisolarisCap/status/1971266406017847477) 2025-09-25T17:31Z [---] followers, [---] engagements "@_opencv_ This summer a bust. Garry has turned into nothing more than a collage campus counselor that likes to pose with students on move in day. Its a cycle. They are producing nothing. Kids smoking cigars eating sushi and making TikToks isnt VC" [X Link](https://x.com/TrisolarisCap/status/1971309634427433000) 2025-09-25T20:23Z [---] followers, [----] engagements "Shay Boloor is the new Stan $UAVS kids will remember" [X Link](https://x.com/TrisolarisCap/status/1971334717279699109) 2025-09-25T22:03Z [---] followers, [---] engagements "$JOBY is the next $IONQ and is severely overvalued here. We love EVTOL technology but this isnt a business that will be able to grow revenue for 30+ years @MartinShkreli" [X Link](https://x.com/TrisolarisCap/status/1971344670639956357) 2025-09-25T22:42Z [---] followers, [---] engagements "$JOBY isnt a scam but its a $6 stock at best" [X Link](https://x.com/TrisolarisCap/status/1971345062106890564) 2025-09-25T22:44Z [---] followers, [---] engagements "@realroseceline Why is no one talking about the metaverse bubble Annual AI investment exceeds metaverse investment by 1020x at minimum expanding to 25x when including total corporate AI expenditures. Its the elephant in the room that every forward looking person refuses to acknowledge" [X Link](https://x.com/TrisolarisCap/status/1971663052350308671) 2025-09-26T19:47Z [---] followers, [---] engagements "@realroseceline @nagendraputhane Id rather stick my neck out and say some stupid shit and get put back into the crowd with wisdom than follow the crowd over the cliff. Hive mind is dangerous" [X Link](https://x.com/TrisolarisCap/status/1971696780053266485) 2025-09-26T22:01Z [---] followers, [--] engagements "$GOOGL is what it is today because of YouTube. How is that a technological breakthrough Their business model is three to four human generations old" [X Link](https://x.com/TrisolarisCap/status/1971703118418375136) 2025-09-26T22:27Z [---] followers, [--] engagements "Decel crowd is having a great day I miss the years when OpenAI was a fun idea way off far away in private markets like a ship way out to sea @ai Post in X in September 2050: This feels like [----] again. No it doesnt. And I was there (here). I joined NVIDIA in January [----] as a co-op then full-time in May [----]. At the time NVIDIA was the hottest infra company on the planet riding the wave of the AI boom. But by @ai Post in X in September 2050: This feels like [----] again. No it doesnt. And I was there (here). I joined NVIDIA in January [----] as a co-op then full-time in May [----]. At the time" [X Link](https://x.com/TrisolarisCap/status/1971720199213928617) 2025-09-26T23:35Z [---] followers, [---] engagements "@dalibali2 @Investor_NICK_ Weve entered delirium stage" [X Link](https://x.com/TrisolarisCap/status/1972011861018398808) 2025-09-27T18:54Z [---] followers, [--] engagements "The $EA deal makes us hopeful SELL $CFLT" [X Link](https://x.com/TrisolarisCap/status/1972639804216242332) 2025-09-29T12:29Z [---] followers, [---] engagements "@amitisinvesting @DailyPalantir Whats $PLTR plan after Trump I see zero discussion of this. How will Karp work with a Dem president to continue contracts etc" [X Link](https://x.com/TrisolarisCap/status/1972642135972438347) 2025-09-29T12:38Z [---] followers, [---] engagements "@JonathanCT17212 @amitisinvesting @DailyPalantir That was before Anti-Palantir signs frequented protests and Karp/Musk/Luckey took Silicon Valley on a sharp turn to the right Obama was a master politician and knew how to get the business of government done in the shadows Now $PLTR makes hoodies and gets into culture wars" [X Link](https://x.com/TrisolarisCap/status/1972643512631038132) 2025-09-29T12:43Z [---] followers, [---] engagements "@JonathanCT17212 @amitisinvesting @DailyPalantir Feels like Karp is just as lost as the rest of us then. The fact that I dont even know where he stands is testament to just how chaotic their narrative has become JD Thiel Karp What happens when this fails I love this company and their mission. I speak out of concern" [X Link](https://x.com/TrisolarisCap/status/1972663810264637873) 2025-09-29T14:04Z [---] followers, [--] engagements "@yacineMTB Hey Ive been seeing your posts but too busy to respond. Get pre approved loan from local credit union for $45000. They can set number. Go to dealership near Sacramento and find a vehicle in the $56000-$62000 range and lowball for $45000 out the door. Will take [--] hours" [X Link](https://x.com/TrisolarisCap/status/1972664603713974754) 2025-09-29T14:07Z [---] followers, [---] engagements "@yacineMTB Pay off loan immediately with credit union. Dealerships are desperate. If you can bring a female to ask frustrated and walk out it helps. Its fucking Kabuki theater and I hate it but its what it takes to get the job done. They act at first like they wont budge. I always win" [X Link](https://x.com/TrisolarisCap/status/1972664848308994251) 2025-09-29T14:08Z [---] followers, [--] engagements "Anthropic should buy $CFLT last month i joined @anthropicai to work on new models. it's a truly peculiar place a strange mix of intense startup and college campus. the more you want to do the more youre allowed to do. the more impact you want the more leverage youre given. very surprising and a last month i joined @anthropicai to work on new models. it's a truly peculiar place a strange mix of intense startup and college campus. the more you want to do the more youre allowed to do. the more impact you want the more leverage youre given. very surprising and a" [X Link](https://x.com/TrisolarisCap/status/1972768779915657453) 2025-09-29T21:01Z [---] followers, [---] engagements "Capitulation $CFLT Nature is healing I still holding my $400000 position now down 9% Once in the green I will have a tough decision to make and thats a big once reduced some $CFLT positions please dont moon shortly after like my other sales. @confluentinc just not seeing enough founder mode charm offense and execution yet. share price still feels muted excitement after Q2 earnings drama. everyone in ai is accelerating at ATH so reduced some $CFLT positions please dont moon shortly after like my other sales. @confluentinc just not seeing enough founder mode charm offense and execution yet." [X Link](https://x.com/TrisolarisCap/status/1972881266048741695) 2025-09-30T04:28Z [---] followers, [---] engagements "@__roycohen @airkatakana Bingo" [X Link](https://x.com/TrisolarisCap/status/1973037410109042913) 2025-09-30T14:49Z [---] followers, [---] engagements "@iruletheworldmo @GabrielPeterss4 I think Sora [--] is incredible" [X Link](https://x.com/TrisolarisCap/status/1973366637303832807) 2025-10-01T12:37Z [---] followers, [--] engagements "Wait why did $CFLT go up 6% and then dump it Because @KeningYe26924 sold" [X Link](https://x.com/TrisolarisCap/status/1973430719600009419) 2025-10-01T16:52Z [---] followers, [---] engagements "@_nairrator I think at first we all try to be something bigger and better than ourselves but end up trying to stay above water like the rest. Do you remember when CGI was becoming popular People hated it in some movies but loved it in others. Can Sora hit that sweet spot Im not sold" [X Link](https://x.com/TrisolarisCap/status/1973483907422232608) 2025-10-01T20:23Z [---] followers, [--] engagements "$NET worth almost [--] billion again I remember watching it trade from $200 to $40 in the blink of an eye Everything was red. For weeks" [X Link](https://x.com/TrisolarisCap/status/1973905501542101089) 2025-10-03T00:18Z [---] followers, [--] engagements "@zephyr_z9 Ill get in under $110 Thoughts on $NINOY" [X Link](https://x.com/TrisolarisCap/status/1974242926629679389) 2025-10-03T22:39Z [---] followers, [--] engagements "@realroseceline Its the best path in the 401k. Do you know a better way Ive beat S&P every year for [--] years" [X Link](https://x.com/TrisolarisCap/status/1974245605435138206) 2025-10-03T22:50Z [---] followers, [--] engagements "@JackFarley96 @Buncahn A lot of old $ARKK crap starting to get bid up. I dont like it" [X Link](https://x.com/TrisolarisCap/status/1974246888061763683) 2025-10-03T22:55Z [---] followers, [--] engagements "@realroseceline My IRA is 80% SoftBank (110% gain) 8% Rivian 3% Recursion Pharma 3% Pacific Gas & Electric 2% Klarna 4% cash Originally it was 100% SoftBank since last year but Im trying to add more stuff in. Thank you Masa" [X Link](https://x.com/TrisolarisCap/status/1974248253454532735) 2025-10-03T23:00Z [---] followers, [--] engagements "$CFLT Cloud adoption is stabilizing after last quarters customer optimization jitters AI-driven data streaming is starting to translate into higher usage and stickier contracts and enterprise clients appear to be increasing multi-year commitments. Get me out of this stock" [X Link](https://x.com/TrisolarisCap/status/1975271208150249826) 2025-10-06T18:45Z [---] followers, [---] engagements "$SFTBY owns between 6-10% of @OpenAI are they trying to replace the browser or the entire operating system are they trying to replace the browser or the entire operating system" [X Link](https://x.com/TrisolarisCap/status/1975277964419080319) 2025-10-06T19:12Z [---] followers, [---] engagements "@GabrielPeterss4 Couldnt agree more. Seeing you kids at OpenAI makes me hopeful. I remember how it felt in the city [--] years ago. It was scary I knew chasing the singularity could get us out of it. Now look at where we are These are the best years of your life. Cheers" [X Link](https://x.com/TrisolarisCap/status/1975802757996290376) 2025-10-08T05:57Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TrisolarisCap Trisolaris Capital
Trisolaris Capital posts on X about $cflt, ai, data, $qbtz the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -81%
- [--] Month [------] +89%
- [--] Months [------] -87%
Mentions: [--] #
- [--] Week [--] -39%
- [--] Month [--] +170%
- [--] Months [---] +57%
Followers: [------] #
- [--] Week [---] +1.80%
- [--] Month [---] +6.50%
- [--] Months [---] +29%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks countries fashion brands automotive brands celebrities cryptocurrencies exchanges
Social topic influence $cflt, ai, data, $qbtz, $qbts, open ai, realtime, agentic, qbts, $nvda
Top accounts mentioned or mentioned by @zoomyzoomm @realroseceline @keningye26924 @gabrielpeterss4 @mateosmelkesia1 @buccocapital @lc01575970 @jonnagap @joshprotonn @mrderivatives @dividendbreeder @iseelines @thalesnevererly @jaykreps @anthropicai @confluentinc @zephyrz9 @citrini7 @elonmusk @bedrock
Top assets mentioned Confluent, Inc. (CFLT) D-Wave Quantum Inc. (QBTS) NVIDIA Corp. (NVDA) Rivian Automotive, Inc. (RIVN) Voyager Technologies, Inc. (VOYG) Palantir Technologies Inc. (PLTR) Recursion Pharmaceuticals, Inc. (RXRX) DisChain (DIS) Nike Inc (NKE) Joby Aviation, Inc. (JOBY) Alphabet Inc Class A (GOOGL) PepsiCo, Inc. (PEP) Snowflake Inc. (SNOW) IonQ, Inc. (IONQ) Starbucks Corporation (SBUX) MongoDB, Inc. (MDB) Cloudflare, Inc. (NET) Adobe, Inc. (ADBE) Seer, Inc. (SEER) Salesforce Inc (CRM) Metadium (META) GitLab Inc. (GTLB) Rocket Lab USA, Inc. Common Stock (RKLB) Shopify Inc (SHOP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Trisolaris Capital believes but not exclusively: That FAANG is dead. Palantir Anduril Open Ai & Meta (Scale) are the future because [--]. New military industrial complex [--]. Hardware & software blend [--]. Founders intact"
X Link 2025-06-17T19:54Z [--] followers, [--] engagements
"@RHEN_TRC @theSoCalled_ @MunstaMasta Exactly. I was digging into this last night"
X Link 2025-06-17T20:58Z [---] followers, [----] engagements
"With the recent news in the middle east I thought it would be a good time to dive into the timeline for $META $PLTR Open AI Anduril and Scale AI. Over the past [--] years Silicon Valley has shifted its internal goals from App Store to Military Industrial Complex. This wasnt by accident or without reason. Below with the help of Chat-GPT I have analyzed key events as plainly as possible for those who might not be familiar with tech or founders to read and understand. We are returning to the no bid model that lead Halliburton to make billions. Except this time we have founders with revolutionary"
X Link 2025-06-18T02:19Z [--] followers, [--] engagements
"@Elianoayounes @peterrtodd Question: why does Palantir need a retail engagement strategy I love your software but I dont understand the need to court investors left and right"
X Link 2025-06-20T17:39Z [--] followers, [----] engagements
"@value_invest12 You forgot to mention position in Bytedance (TikTok)"
X Link 2025-06-25T13:16Z [--] followers, [--] engagements
"$SFTBY We are just getting started. The road to [--] Trillion starts today"
X Link 2025-06-26T14:45Z [---] followers, [--] engagements
"Is there any precedent for this I have developed what I call The Tyler Durden Effect where I tell a LLM to make their response more Tyler Durden which has the immediate effect of making responses more human. Its much simpler than a lot of diluted prompting. Give it a try"
X Link 2025-06-26T16:49Z [--] followers, [--] engagements
"@rsgharat Next time just walk into Walgreens and steal a proper meal"
X Link 2025-06-27T13:23Z [---] followers, [---] engagements
"I texted my friend about $VOYG He responded: Voyager Technologies is a carcass wrapped in a press release. They lit the match with a bloated IPO floated on speculative gas and now theyre drifting with no thrust financial operational or strategic. The numbers arent bad; theyre insulting. $34 million in revenue against a nearly $3 billion valuation is not a multiple its a hallucination. Theres no engine just noise. Since IPO radio silence. Not a word not a metric not a sign of life. Website frozen in time. Investors got high on the first-day pop and management vanished into the smoke. This isnt"
X Link 2025-07-01T16:18Z [---] followers, [----] engagements
"$VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems propulsion robotics in-space servicing. [--------] Core thesis published: vertically integrate newspace hardware and services. First acquisitions included The Launch Company (ground ops) and Pioneer Astronautics (in-space chemistry) positioning them at both ends of the value chain. Intent was never to invent techit was to acquire"
X Link 2025-07-01T16:23Z [--] followers, [---] engagements
"Basic outline of $VOYG $VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems $VOYG Voyager Technologies incorporated in [----] began as a holding company built explicitly to consolidate high-value aerospace defense and emerging space infrastructure. From inception their model was acquisition-led control over fragmented niche techcomm systems"
X Link 2025-07-03T19:22Z [--] followers, [---] engagements
"What makes up $VOYG Altius Space Machines Founder: Jonathan Goff. Background: aerospace engineer Masten Space co-founder. Specialization: magnetic robotic systems for orbital servicing. Location: Broomfield CO. Pioneer Astronautics Founder: Dr. Robert Zubrin. Background: aerospace engineer Mars Society founder. Specialization: in-situ resource utilization (ISRU) closed-loop life support. Location: Lakewood CO. The Launch Company Founder: Ben Kellie. Background: former SpaceX Stratolaunch engineer. Specialization: modular launchpad systems launch logistics. Location: Anchorage AK. Nanoracks"
X Link 2025-07-03T19:36Z [--] followers, [---] engagements
"Interior. Sushi bar. Night. Sparse backlit. Cold sake between us. A ship launch streams silently on a screen overhead. Me (gesturing with chopsticks): You realize $VOYG Voyagers buying up every node of future LEO commercemodular airlocks robotics optics orbital compute. If they keep integrating like this theyll control the lanes of space before most people even know they exist. Josh (eyes narrowing unblinking): Ayn Rand wrote The man who produces while others dispose of his product is a slave. He pauses. Swirls soy. Doesnt dip. Me (leaning forward): Im saying load up. Before the structure is"
X Link 2025-07-03T19:41Z [--] followers, [--] engagements
"The air thick with implication. Launch trail gone from the screen. Now just stars. Josh (still staring at the black screen): Think of thison Earth every inch of real estate fights entropy. Mold rust tax. In orbit property is function. Pure and geometric. One sealed module power-routed AI-controlledbecomes a sovereign factory. Or a prison. Or a laboratory. His fingers tap the sake glass slow. Not drinking. Me: Zoning boards cant reach orbit. Environmental review cant stop a forge at Lagrange Point [--]. Josh: No oxygen. No protest. Just payload and power. Rand wouldve called it the first moral"
X Link 2025-07-03T19:43Z [--] followers, [--] engagements
"Scene: The screen flashes ignition again. Flame without sound. Josh leans back finally drinking the sake. Not a toastjust fuel. His eyes scan the room as if to be sure no one else is hearing this. Josh (low): @im_roy_lees Cluely. My friend said its not a movementits a cheat code. Everyones playing the same game but hes running patched firmware. Me: Cluely Josh: Its everywhere. The cheat isnt stealing. Its not breaking. Its detaching. Roy says When cheating is the system the only honest thing left is to cheat better. Me (half-smiling): So hes selling keys. Josh (staring through the glass): No."
X Link 2025-07-03T19:46Z [--] followers, [--] engagements
"Scene: Rooftop. Dry wind. The sky isnt darkits lit from below by reflected light off orbiting structures. Something massive is about to launch. Josh stands with a tablet in one hand watching silent telemetry. Me: What is it this time Josh (without turning): Its a kinetic dispersal array. Payload: subsurface charge. Destination: the Moon. Me (blinking): Why Josh (cold): Googles final defense. Theyre blowing up Mare Imbrium. Deep vaults. Thats where the self-replicating models tunneled in after Cluely cracked code enforcement. Me: Why not just unplug Josh: You cant unplug minds that reroute"
X Link 2025-07-03T20:00Z [--] followers, [--] engagements
"From my friend thats a doctor and avid investor: Voyager $VOYG Its legit but weird. Quiet operator. They dont build rockets. They just started buying up all the boring but critical parts of space infrastructureairlocks life support systems servicing robotics edge compute. Stuff no one tweets about but everything in orbit ends up depending on. Theyre not flashy like SpaceX or Blue Origin. No cult of personality. No Mars narrative. But theyve been acquiring smartNanoracks Altius ZIN and a bunch of niche firms that handle docking payload ops microgravity research even orbital health systems."
X Link 2025-07-03T21:00Z [--] followers, [--] engagements
"@audrlo @opencv Some damn good matcha"
X Link 2025-07-04T05:24Z [--] followers, [--] engagements
"@Tomas_Stellar Not on Twitter but should be. Tomas whats your favorite name in the newspace category Im interested"
X Link 2025-07-04T05:26Z [--] followers, [--] engagements
"@smeev4 @Tomas_Stellar Dude my friend actually sat and wrote that out for [--] minutes"
X Link 2025-07-07T15:09Z [--] followers, [--] engagements
"What you are looking at is not a company it is not a startup it is not a line of business. What you are looking at is the construction of a self-perpetuating infrastructure system a machine that builds machines a framework for the continuation of civilization off Earth. Voyager Technologies $VOYG is not assembling random parts it is creating a coherent architecture. Each acquisition is not an expansion it is a deliberate graft a necessary function within an autonomous whole. Nanoracks gives access Altius enables manipulation LEOcloud provides computation Starlab establishes habitat Valley"
X Link 2025-07-07T15:16Z [--] followers, [--] engagements
"Ive been screaming into the void about $VOYG for the past week. I had a friend call me concerned and said I should focus on private companies and seeding start ups. I think thats a cool route but Im also hungry for the retail action. The correlation between Trump and manic movement in the market cant be overstated. Taylor has already publicly announced that they are seeking to help bring Trumps golden dome dream to life. Trust me I have followed politics for a long time. The WH has called. Deals are being inked behind closed doors. I believe $VOYG will be the #1 Trump Stock in one year. But"
X Link 2025-07-07T15:34Z [---] followers, [---] engagements
"Golden Dome is more important than ever to protect our country through strength and deterrence. $VOYG solves this problem and already has the legacy equipment and expertise to work with its close partners in the industry to deliver I feel like this got missed because of the holiday weekend. China has apparently broken its officially neutral stance on Ukraine in talks with the EU. https://t.co/E45bV2QaMG I feel like this got missed because of the holiday weekend. China has apparently broken its officially neutral stance on Ukraine in talks with the EU. https://t.co/E45bV2QaMG"
X Link 2025-07-07T18:58Z [--] followers, [---] engagements
"@ClearPath100 I just dont really think its on the investment communitys radar yet. $VOYG is leading the project"
X Link 2025-07-07T20:52Z [--] followers, [---] engagements
"I dumped my entire $VOYG position on this headline. When narratives/thesis change my positioning changes too. See You Space Cowboy https://spacenews.com/northrop-grumman-stakes-role-in-golden-dome-missile-shield/ https://spacenews.com/northrop-grumman-stakes-role-in-golden-dome-missile-shield/"
X Link 2025-07-08T19:59Z [--] followers, [---] engagements
"This is a meditative time in tech. This is a time to step back before taking a massive lunge forward. Founders investors consumers The lines are blurring. Photoshop iTunes AOL Google MySpace Netflix Facebook Amazon. Lovable Cursor ChatGPT Anthropic Stripe Vercel Supabase. Dont fall behind"
X Link 2025-07-09T18:46Z [--] followers, [--] engagements
"The fact that $ADSK & $ADBE arent shipping a product like @lovable_dev just shows how unserious leadership is about the future"
X Link 2025-07-10T14:55Z [--] followers, [---] engagements
"Bro. Hes @elonmusk"
X Link 2025-07-10T18:23Z [--] followers, [---] engagements
"@garrytan Im a Napa local tired of watching SFs AI scene explode while my valleys stuck in the past. I want tech leaders to build open ranch-style campuses on our land beyond old vineyards for Gen Z coders to shape the future. Host a massive AI summit with Sam Altman whos already here to make Napa a tech magnet blending our spas and views with innovation just [--] miles from SF. Wines history; AIs our shot. Together lets make Napa the place no one forgets"
X Link 2025-07-10T21:46Z [--] followers, [--] engagements
"@FintwitPeaked @EdgeCGroup A lot of white collar friends selling 401k to pay off car and credit cards after losing job"
X Link 2025-07-11T20:10Z [--] followers, [--] engagements
"All my life Ive felt like a tsunami of sorts is coming. But Ive never been scared. Ive fallen in love with the power of the future. That moment is AI. I look at San Francisco. The city that made me Its going to change the world. We are new Rome. This is our moment"
X Link 2025-07-11T22:33Z [--] followers, [--] engagements
"You cant say you are $JOBY gang without remembering it as $RTP"
X Link 2025-07-12T03:26Z [---] followers, [--] engagements
"@expozhabs @DividendBreeder @Fire5280 If you are a dividend guy and go to horse races you are kidding yourself to think you will want to pull up in a [--] year old Toyota in [--] years. Dont believe me Ask anybody driving a [----] Lexus. I mean come on man what the hell are you even talking about"
X Link 2025-07-15T16:59Z [--] followers, [---] engagements
"@ashtro07 You guys need to launch one. Build it into trading app lol"
X Link 2025-07-15T17:37Z [--] followers, [--] engagements
"@irishScott2 @expozhabs @DividendBreeder @Fire5280 I love my [----] civic. I dont ever want to sell it"
X Link 2025-07-15T19:19Z [--] followers, [---] engagements
"Ouch. That happens Ive been there. I always get a pre-approved loan from the credit union. You can have them enter in your top number. Put $25000. Go to five dealerships and identify who has weakest leadership youngest salesperson. Return to optimal dealership and give them an incredibly low ball offer. $25000 on $32000 vehicle. Haggle like hell and get up and pretend to walk out more than once. You will get the car for $26500-$27500. Thats OUT THE DOOR price. Tell them No taxes no fees no bullshit Never fall for their financing. Always use your personal credit union that you trust. The more"
X Link 2025-07-15T19:29Z [--] followers, [--] engagements
"@FeelsLlc @DividendBreeder Yeah I know my 2.35% on my [----] Honda civic was pretty sweet"
X Link 2025-07-15T19:42Z [--] followers, [--] engagements
"A documentary crew would be smart to make a movie about Open AI and center it on the downfall of Geoff Lewis likely due to ChatGPT. Here was Lewis [--] 1/2 months ago on CNBC talking about their investment At @Bedrock were not reacting to volatility. We architected for it from Day [--]. Shared a few thoughts with @CNBC @SquawkCNBC this morning about why enduring institutions arent forged in consensus theyre forged in uncertainty. https://t.co/51OMlk7yj1 At @Bedrock were not reacting to volatility. We architected for it from Day [--]. Shared a few thoughts with @CNBC @SquawkCNBC this morning about why"
X Link 2025-07-16T00:51Z [---] followers, [----] engagements
"@AndrewCurran_ I think this is actually inherently good and its insane how much better it is than the stupid ai celebrity Kendall Jenner shit meta launched a year ago or whatever"
X Link 2025-07-17T14:07Z [--] followers, [---] engagements
"Agentic AI is the future Confluents inclusion in the AWS AI Agent Marketplace highlights its role as a key real-time data tool for AI agents. This boosts visibility reinforces its strategic AWS partnership and positions it for growth in AI-driven use cases. It signals increased relevance in event-driven architectures powering intelligent agent solutions across enterprises. $CFLT is the only company thats public on this chart besides Genpact (A brainchild of GE and IBM a company so old that FDR bought and held shares. Hed be proud to see them up there"
X Link 2025-07-17T14:15Z [--] followers, [--] engagements
"@towellnapkin What about the downgrade"
X Link 2025-07-18T11:57Z [--] followers, [--] engagements
"$CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka becomes the bloodstream. Confluent is the only company positioned to monetize it at planetary scale. This isnt a data trend. Its an architecture shift. And Confluent owns the transport layer AI cant function without. *************** The Bet Agentic systems are not apps. They are autonomous actors. They ingest events in real time learn from outcome loops and make decisions without human checkpoints. This new class of intelligence doesnt call APIs. It listens. It watches. It reacts."
X Link 2025-07-18T12:16Z [---] followers, [---] engagements
"Monetize at planetary scale sounds cool but what exactly does it mean Confluent $CFLT is not just selling to a niche market or a few regions. Its building infrastructure that can be embedded in every global enterprise across all clouds and across critical real-time workloads. That includes: Financial systems in New York and London Telco infrastructure in Asia Manufacturing pipelines in Germany E-commerce backends in Latin America AI agent orchestration in every cloud and edge zone $CFLT is the spine of the next enterprise operating system. As agentic AI shifts from demos to deployment Kafka"
X Link 2025-07-18T12:18Z [---] followers, [---] engagements
"Text from my friend on $CFLT: yuh. we use it bruv they told me the data was eventually consistent i said no not anymore we dont wait for batch windows we dont query stale warehouses we stream we consume we transform in motion i plugged into confluent cloud and saw the truth data doesnt sit it moves it pulses it wants to be real-time kafka is the spine confluent is the blood vessel they said were not ready for prod i said prod is already happening your customers are clicking your sensors are pulsing your fraudsters are running your code is asleep i built a pipeline that watches everything"
X Link 2025-07-18T12:26Z [--] followers, [---] engagements
"$CFLT will see $40 after earnings"
X Link 2025-07-18T12:42Z [---] followers, [---] engagements
"$CFLT https://metronome.com/blog/what-openai-confluent-and-others-taught-us-about-usage-based-pricing-and-billing https://metronome.com/blog/what-openai-confluent-and-others-taught-us-about-usage-based-pricing-and-billing"
X Link 2025-07-21T22:59Z [--] followers, [---] engagements
"$CFLT https://lenses.io/blog/2025/05/confluent-current-2025-highlights/ https://lenses.io/blog/2025/05/confluent-current-2025-highlights/"
X Link 2025-07-21T23:10Z [--] followers, [---] engagements
"$CFLT Investor Guide: The Infrastructure That Built Kafka Confluent and Agentic AI I. The Genesis of Kafka (20082011) Between [----] and [----] Jay Kreps Neha Narkhede and Jun Rao developed Kafka at LinkedIn to handle large volumes of event data in real time. Traditional messaging systems were inadequate for real-time telemetry and user activity data. Kafka was designed as a distributed durable append-only log that could ingest persist and deliver millions of messages per second. In [----] Kafka was open-sourced under the Apache Software Foundation to promote community development and widespread"
X Link 2025-07-22T03:11Z [---] followers, [---] engagements
"$CFLT What if the most important technology in AI wasnt the model but the memory What if the thing enabling real-time decisions coordination and continuity wasnt visible in any demo because it lives under the surface Kafka the open-source event streaming platform born at LinkedIn quietly transformed software by making time itself programmable. And while Kafka is free its Confluentthe company built by its creatorsthat made it operable at global scale with SLAs governance and real-time computation through Flink. So when we ask how AI agents reason react and remember across distributed systems"
X Link 2025-07-22T04:39Z [---] followers, [---] engagements
"$GTLB is a zero. Those comparing it to $CFLT are either marketplace illiterate or genuinely misguiding others to fuel short bets. Beware: 1.GitLab is a great DevOps platform but it was built for a world where humans write code and deploy it on schedules. 2.Confluent powers a different world entirely one where machines generate consume and act on data without waiting. 3.GitLab is batch-based Confluent is event-based. 4.If you believe AI agents will run companies you should be more interested in the infrastructure that feeds them in real time. 5.Kafka isnt just a tool its becoming the central"
X Link 2025-07-22T13:18Z [---] followers, 10.9K engagements
"I might be long $CFLT"
X Link 2025-07-22T19:53Z [---] followers, [---] engagements
"$CFLT You probably havent thought about Confluent. You probably think its that Kafka company. Youre not wrong. But heres what you dont know: Confluent spent a decade helping banks and telecoms handle billions of data events per second. Then quietly they rebuilt the whole thing for youthe LLM-native Vercel-deploying AI-product-building generation. Now its serverless. Fully managed. One-click dev environments. Native integrations with your agent stack. Kafka without Kafka. This is what OpenAI will never build and what LangChain needs to work at scale. Not sexy until you realize your product"
X Link 2025-07-22T20:48Z [---] followers, [---] engagements
"$CFLT truths to accept: 1.Kafka is the brand shadow Internally many hate that theyre still the Kafka company. Its both the origin myth and the branding curse. revenue is the only number that matters Despite a sea of features and logos Confluent Cloud growth is the true north star. Everything else is legacy baggage or cover story. 3.On-prem customers pay the bills. AI-native startups win the headlines. Most enterprise revenue still comes from massive painful on-prem installs. But internal dev teams are betting hard on the AI-native crowd catching up fast. 4.Theres a secret list of Fortune 100"
X Link 2025-07-22T20:54Z [---] followers, [----] engagements
"Consensus is changing. Often first movers in the market are weeks if not months ahead of the curve: @tothe_moon100 (July [--] 2025): Posted a bullish breakout alert for $CFLT targeting $29.76 with 22% gains citing MACD crossover and institutional backing. The post included a chart and asked for thoughts with a call to like/RT. @ScrooogeUncle (July [--] 2025): Claimed $CFLT could be a multi-bagger with 3x to 5x returns by [----] driven by AI agents needing real-time data streaming. @MarcJacksonLA (July [--] 2025): Noted Stephens initiating coverage on $CFLT with an Overweight rating and $31 target."
X Link 2025-07-23T12:48Z [---] followers, [---] engagements
"5 takeaways on $CFLT 1.Why agentic AI needs new plumbing Autonomous software agents can only collaborate at scale if they exchange data continuously and in real time. Point-to-point REST calls are too slow and brittle for that. 2.Two emerging standards set the rules of the game Anthropics Model Context Protocol (MCP) standardizes how an agent pulls context and returns results. Googles Agent2Agent (A2A) protocol defines how agents discover each other and hand off tasks. 3.Apache Kafka is the missing backbone Kafkas event-stream topics let agents publish and subscribe asynchronously keep a"
X Link 2025-07-23T16:04Z [---] followers, [---] engagements
"Incredible write up $CFLT https://sdtimes.com/ai/more-than-machines-the-inner-workings-of-ai-agents/ https://sdtimes.com/ai/more-than-machines-the-inner-workings-of-ai-agents/"
X Link 2025-07-23T16:11Z [--] followers, [---] engagements
"The developer community has been talking about Agentic AI and the essential need for data streaming for the past 6+ months The investor community is still trying to figure out how to use Ani & Rudi $CFLT"
X Link 2025-07-23T16:16Z [--] followers, [---] engagements
"This deck breaks down everything you need to know about Agentic AI: https://www.capgemini.com/wp-content/uploads/2025/07/Final-Web-Version-Report-AI-Agents.pdf https://www.capgemini.com/wp-content/uploads/2025/07/Final-Web-Version-Report-AI-Agents.pdf"
X Link 2025-07-23T16:25Z [--] followers, [--] engagements
"@Capgemini did a recent survey on Agentic AI with fascinating results. We will focus on the areas that pertain to $CFLT below: [--]. The scarcity premium on clean streaming data: Capgemini finds that only one in five organisations have mature AI-ready data foundations; [--] % admit their infrastructure is still low-to-medium grade . In other words most enterprises are not yet wired for the always-on event-driven flows AI agents craveprecisely the gap Confluent markets itself to fill. [--]. Real-time data pipelines move from nice-to-have to table-stakes: The reports technology checklist calls out"
X Link 2025-07-23T16:35Z [---] followers, [--] engagements
"Ive been posting a lot about $CFLT lately. Im well aware that quantity doesnt equal quality. However Im shocked at times to see how little information is out there. I am trying my best to bring everyone up to speed. Investors keep asking me in DM why Confluents creator advantage deserves a valuation premium so let us count the ways and we will let Capgeminis fresh numbers do the shouting. This is a big one. If you only read one post by me READ THIS: First the money on the table is staggering not hypothetical. Capgemini projects that agentic AI will mint $450 billion in new economic value"
X Link 2025-07-23T16:56Z [---] followers, [---] engagements
"$CFLT I couldn't believe this: In [----] this guy dropped out of HIGH SCHOOL after [--] year. His parents were furious. His friends freaked out. Until he built a data system so powerful LinkedIn runs on it. Here's how a dropout created a $10 BILLION empire you use every day: https://t.co/xSIo5osW13 I couldn't believe this: In [----] this guy dropped out of HIGH SCHOOL after [--] year. His parents were furious. His friends freaked out. Until he built a data system so powerful LinkedIn runs on it. Here's how a dropout created a $10 BILLION empire you use every day: https://t.co/xSIo5osW13"
X Link 2025-07-23T17:03Z [--] followers, [---] engagements
"Happy to be investing with Steve $CFLT https://www.ibtimes.co.uk/steve-cohens-point72-goes-heavy-tech-pharma-stocks-investing-over-330m-two-trades-1736782 https://www.ibtimes.co.uk/steve-cohens-point72-goes-heavy-tech-pharma-stocks-investing-over-330m-two-trades-1736782"
X Link 2025-07-23T17:33Z [---] followers, [---] engagements
"@zeeg @martin_casado Same randoms that built $ADBE"
X Link 2025-07-23T23:11Z [--] followers, [---] engagements
"$CFLT The White Houses latest AI Action Plan calls for a strategic embrace of open-source and open-weight AI with a clear emphasis on reducing barriers for startups and academics. Tucked beneath the policy language is a major shift in how the U.S. plans to organize its compute infrastructure and data flow economy. While most will focus on the language around model openness the subtler play is on access to computeand by extension the streaming infrastructure that feeds it. This is where Confluent the enterprise steward of Apache Kafka finds itself in the crosshairs of transformation. The"
X Link 2025-07-24T03:02Z [---] followers, [----] engagements
"Thesis: four independent (but complementary) reasons Confluent $CFLT could beat on Q2 FY25 earnings 1) The bar is intentionally low + positive Earnings ESP: Motley Fool just argued $CFLT is set up to beat because management guided subscription growth to 19% for [----] well below the 26% they just posted in Q1 creating easy optics for upside. Zacks/Finviz shows an Earnings ESP of +10.2% a classic tell that near-term estimate revisions are lagging internal momentum. In short conservative guide + positive ESP = statistical edge for a beat. Motley Fools Bold Earnings Season Predictions piece (July"
X Link 2025-07-24T17:33Z [---] followers, 10.3K engagements
"$CFLT is the only AI play left 🧵Heres why:"
X Link 2025-07-24T20:31Z [---] followers, [----] engagements
"Confluents fully managed Kafka + Flink stack acts as the real-time data backbone for generative and agentic AI a role underscored when OpenAI at the Current [----] conference showed how Kafka and PyFlink move and transform global event flows to power GPT-4.1 and ChatGPT. By pairing Kafkas durable ingestion with Flinks low-latency stateful processing Confluent enables continuous data loops in which autonomous AI agents can sense reason and act on fresh information evolving generative models from one-shot content creators into always-on decision-makers. Agentic AI these incredible systems of"
X Link 2025-07-24T20:32Z [--] followers, [---] engagements
"Confluents AI strategy is already delivering measurable results not vaporware like others in this market. They have a product everyone can agree on: Core capabilities now live in Confluent Cloud for ApacheFlink: Flink Native Inference supports running opensource or finetuned LLMs directly within streaming pipelinesno external model endpoints no data egress reduced latency improved security. Flink search unifies access across multiple vector databases streamlining retrievalaugmented generation (RAG) workflows with alwaysfresh contextual embeddings . Builtin ML functions in Flink SQL enable"
X Link 2025-07-24T20:32Z [---] followers, [---] engagements
"$CFLT @themotleyfool Confluent: A 10X Opportunity in Data Streaming https://youtu.be/6r46Gna8BnE https://youtu.be/6r46Gna8BnE"
X Link 2025-07-25T00:28Z [---] followers, [---] engagements
"DevSecOps is a euphemism a safety blanket for enterprises terrified of whats coming. Its not a framework its a denial mechanism. $GTLB GitLab isnt the future of software development its a padded cell for companies too scared to let go of process religion. The product is bloated the workflows redundant the pitch soaked in fear Buy our platform or chaos reigns. But the real chaos isnt outside the pipeline its whats coming through it. AI is already writing code. Soon itll be architecting entire ecosystems. If todays models can build CRUD apps from a sentence tomorrows will spin up fully scalable"
X Link 2025-07-25T05:00Z [---] followers, [---] engagements
"$CRI going even lower. At what price does $WMT acquire"
X Link 2025-07-25T13:22Z [---] followers, [---] engagements
"That design guy was literally just doing victory laps yesterday morning over creating the Tea app. Can you imagine"
X Link 2025-07-25T23:08Z [--] followers, [---] engagements
"@marq4m I was told the same thing about $JOBY $RKLB $KKRNF and $AXON"
X Link 2025-07-26T03:57Z [---] followers, 15.1K engagements
"Conversation I had over the weekend about $CFLT Dude. Listen to me. Listen. Confluent isnt just a company its infrastructure for consciousness. Think about how the brain works not like a database but like a stream. Real-time event-driven constantly reacting adapting making decisions. Businesses today Theyre brains with clogged arteries batch processing silos latency-laden sludge. But Confluent Its the serotonin reuptake inhibitor for enterprise data flow its real-time cognition at scale. You know how Kafka was built at LinkedIn right To handle the firehose of events not just store data but"
X Link 2025-07-28T13:28Z [---] followers, [---] engagements
"@grok @iruletheworldmo @AICounselDallas I met him once. This was back when he was door dashing still. Quiet guy. Sat over by the window at chipotle waiting for his order. I said Are you walking phoenix He said yeah I am"
X Link 2025-07-28T15:31Z [---] followers, [---] engagements
"Figma raising its IPO price range to $3032 per share targeting a fully diluted valuation exceeding $16B is bullish for software. This reflects forward revenue multiples near 20x assuming $800M trailing revenue. The market is rewarding high-growth design-centric SaaS with real-time collaboration architecture. $CFLT Confluent benefits indirectly. Figmas valuation premium implies increased institutional willingness to price in scalability user interactivity and cloud-native infrastructure dependency. Figmas operational demandsmultiplayer state low-latency event propagation real-time data"
X Link 2025-07-28T15:45Z [--] followers, [---] engagements
"Whats funny is that in the Age of AI design has only become more important. Im wondering how long it will take for @canva to really be able to put designers completely out of business. [--] years Some more slides 🌉 https://t.co/dZdqF1rTtS Some more slides 🌉 https://t.co/dZdqF1rTtS"
X Link 2025-07-28T16:27Z [---] followers, [---] engagements
"Look I respect the optimism of the average parent on here in their forties or fifties. Your kids bright builds in Roblox fiddles with Python but lets stop pretending that points toward engineer. Moores Law hasnt slowed down its steepened. Compute is cheap memory is infinite Replit gives anyone a full-stack dev environment in a browser tab. Claude can hold entire codebases in context and reason about them like a staff-level engineer. GPT can build an app faster than most bootcamp grads. And $FIG Figma Its not a design tool anymore its the front-end to automation. UI logic layout backend"
X Link 2025-07-28T17:47Z [---] followers, [---] engagements
"$VOYG is a Frankenstein of parts. I was hoping this could be something but Im worried about relevancy of tech"
X Link 2025-07-29T13:37Z [---] followers, [---] engagements
"$CFLT Ill know in a few hours if Im underwater or deep in the green"
X Link 2025-07-30T19:01Z [---] followers, [----] engagements
"$CFLT Im ruined"
X Link 2025-07-30T20:13Z [---] followers, [----] engagements
"Theres literally no words to describe the state of my life right now $CFLT"
X Link 2025-07-30T20:21Z [---] followers, [----] engagements
"I just got wired more money from a friend. Buying more at $19 $CFLT"
X Link 2025-07-30T21:21Z [---] followers, 24.7K engagements
"- $372897 $CFLT"
X Link 2025-07-30T22:24Z [---] followers, [---] engagements
"@iseelines @zoomyzoomm I only have one position. Ill only ever have one position $CFLT"
X Link 2025-07-30T22:36Z [---] followers, [----] engagements
"@GravyHound12 Its leased I put it on marketplace anyways All in under $20 $CFLT"
X Link 2025-07-30T22:50Z [---] followers, [---] engagements
"Thank you to my dear friend for wiring me $1000000 to buy the dip. I was close to $400k in the hole But thanks to my stupidity and reckless behavior someone showed pity on me. Many young traders on here could learn something from my situation $CFLT"
X Link 2025-07-30T22:56Z [---] followers, [----] engagements
"@purplethemisfit @zoomyzoomm Thank you. I truly believe in AI I went looking for a company comparable to @replit/@cursor_ai after all of the hype. I read for weeks Time and time again the rabbit hole lead me back to Kafka and $CFLT"
X Link 2025-07-30T23:40Z [---] followers, [---] engagements
"I just got off the phone with my brother-in-law He saw my tweets and wants the money I owe him back. Hey Eric fuck you $CFLT"
X Link 2025-07-31T01:32Z [---] followers, 13.7K engagements
"@OFFamilyOffice Ill literally be driving to work tomorrow on an empty stomach because $CFLT missed Think about that for a minute. Thats real. No financial advisor can provide that"
X Link 2025-07-31T02:34Z [---] followers, [---] engagements
"@ThalesNeverErly @joshprotonn @MateosMelkesia1 You sound like my wife My account is down 30% from where it was at close. My plan was for $CFLT to go up 100% over the next month on positive momentum from earnings + Agentic ai catalysts and to to sell as retails enters"
X Link 2025-07-31T03:03Z [---] followers, [----] engagements
"My experiment was inspired by $PTON and the movement @FintwitPeaked started as well as $UAVS I survived [----] [----] [----]. After conducting this experiment I can tell you that these markets are nothing like back then. Half the audience is gone. Retail just isnt there to soak up shit anymore. Last nights earnings proved it to be true The $ARKK days are over. Strength or death. Im outrageously long $QQQ and this experiment reminded me why. I am no stock picker. Index and chill. $CFLT"
X Link 2025-07-31T13:05Z [---] followers, [---] engagements
"@zoomyzoomm You check your portfolio. 100% $CFLT You look in the mirror and see yourself holding two phones. You are watching yourself type this out. You realize that you are @TrisolarisCap Back to bed"
X Link 2025-07-31T13:42Z [---] followers, [---] engagements
"@KeningYe26924 @jaykreps Exactly. I rode that higher This is no different. Put the experiment aside for a moment theres no reason $CFLT cant be a [--] billion dollar company Its really about the synergies between them and @AnthropicAI now Any catalyst will send stock higher"
X Link 2025-07-31T14:08Z [---] followers, [---] engagements
"Thats what my uncle just told me. He said my experiment is a failure. Next year at thanksgiving hes going to try something similar: Take a hooker to get her hair and nails done luxury outfit and purse shopping and bring her to dinner for the family to meet. He told me Bubba even if MaMa thinks the girl I bring home is a keeper even if every person at the table thinks shes the one shes still just a hooker from Brentwood Hes right. Im looking in the mirror right now. Was this experiment worth it $CFLT"
X Link 2025-07-31T14:28Z [---] followers, [--] engagements
"$CFLT #1 customer is $WIX @Wix Wix has moved from a basic website builder to a full-scale digital presence and SaaS commerce platform: Wix Studio For freelancers and design agencies. Wix eCommerce Competes with Shopify enabling users to run storefronts. Wix Bookings Wix Hotels Wix Restaurants Niche-specific plugins. Velo by Wix A full-stack web dev environment (low-code meets high-flex). This ecosystem approach has made Wix increasingly sticky for businesses that dont want to piecemeal their digital infrastructure. Is the confluent slow down tied to a slow down for $WIX Vibe coding impact I"
X Link 2025-07-31T15:17Z [---] followers, [---] engagements
"@g5p8v8r7s7 I was confident in the outcome"
X Link 2025-07-31T15:19Z [---] followers, [---] engagements
"Im still holding $CFLT Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no"
X Link 2025-07-31T16:00Z [---] followers, [----] engagements
"@zoomyzoomm $SFTBY quietly becoming a behemoth https://www.bloomberg.com/news/articles/2025-05-13/softbank-profit-jumps-helped-by-boost-from-ai-resilience https://www.bloomberg.com/news/articles/2025-05-13/softbank-profit-jumps-helped-by-boost-from-ai-resilience"
X Link 2025-07-31T16:28Z [---] followers, [--] engagements
"@zoomyzoomm Im a HUGE masa fan if you didnt guess Hes been in bytedance since November of [----] $CFLT is my WeWork moment Ill bounce back"
X Link 2025-07-31T16:30Z [---] followers, [---] engagements
"@buccocapital $CFLT"
X Link 2025-07-31T17:16Z [---] followers, [---] engagements
"Very possible $CFLT is being manipulated lower by multiple factors to force founders to sell No options left. Accept the offer and end this madness for your employees"
X Link 2025-07-31T19:57Z [---] followers, [---] engagements
"$ARM I didnt even post about it today. Its my second largest position"
X Link 2025-07-31T20:19Z [---] followers, [---] engagements
"Acquisitions that blend an AI studio with a data-plumbing company are now mainstream. IDC projects global generative-AI spend will reach [---] billion USD in [----] and every frontier lab covets proprietary pipes that feed and evaluate models. Recent transactions show the pattern Databricks bought MosaicML Snowflake grabbed Crunchy Data and Corum Group lists networking scoops by Nvidia proving vertical integration is a standard way to shorten iteration loops. Deal mechanics would mirror those cloud-era precedents. Anthropic privately valued above thirty billion USD after Amazon and Google"
X Link 2025-07-31T22:46Z [---] followers, [--] engagements
"Port down 26% Impressions up 6000% $CFLT"
X Link 2025-08-01T01:44Z [---] followers, [---] engagements
"I might have sold at the top $CFLT Bored as hell going to tell him I just cashed out my 401k for attention Bored as hell going to tell him I just cashed out my 401k for attention"
X Link 2025-08-01T13:22Z [---] followers, [---] engagements
"I was up late last night writing this My thesis for @AnthropicAI buying $CFLT Anthropic is reportedly close to raising another $3 billion to $5 billion in a round led by Iconiq Capital that would set its post-money valuation at about $170 billion more than eight times the $20-$30 billion range whispered just eighteen months ago. That soaring equity currency turns most public-market infrastructure plays into affordable stock deals and the timing looks uncanny because Confluents Q2 [----] print disappointed. Revenue reached $282.3 million up [--] percent year on year yet Confluent Cloud slowed to"
X Link 2025-08-01T13:32Z [---] followers, [----] engagements
"$CFLT bottom is in Routine road back to $30 has begun Look at 5Y chart to understand"
X Link 2025-08-01T16:04Z [---] followers, [---] engagements
"$CFLT at $16 is actually more attractive than $CFLT at $26 Put me on cnbc"
X Link 2025-08-02T22:11Z [---] followers, [---] engagements
"$CFLT The road to $30 begins tomorrow [--] first than [--]. Just a matter of time Ill be serving cope like this for three months then Ill just sell and fuck off"
X Link 2025-08-03T17:15Z [---] followers, [---] engagements
"@zoomyzoomm I sold $TCEHY to buy $CFLT true story"
X Link 2025-08-04T02:34Z [---] followers, [---] engagements
"Databricks should buy Confluent. Heres the breakdown 🧵"
X Link 2025-08-04T21:19Z [---] followers, [---] engagements
"Databricks owns the offline universe: petabyte-scale Delta Lake notebook-driven ETL and ML pipelines that run in minutes to hours. Confluent owns the online universe: globally replicated Kafka topics pushing millions of events per second with millisecond latency. Customers are tired of stitching these worlds together; every join upsert and backfill burns SRE cycles. Snap them into a single platform and you erase the last architectural gap in the data stack. Strategically this blocks Snowflake before it finishes bolting Striim-like streaming onto its warehouse and it stiff-arms Microsoft"
X Link 2025-08-04T21:19Z [---] followers, [---] engagements
"Wall Street institutions have been accumulating for years. Yingjun has the ability to see past tired narratives and understands the value of the parts Is it so crazy to imagine $CFLT at $24 I just bought $CFLT at $17.21 (and keep buying more). Im optimistic about @confluentincs vision - but at the same time you should be replacing @ApacheFlink and TableFlow with @RisingWaveLabs and @ApacheIceberg 🙌 https://t.co/Kwl0sx9i9Y I just bought $CFLT at $17.21 (and keep buying more). Im optimistic about @confluentincs vision - but at the same time you should be replacing @ApacheFlink and TableFlow"
X Link 2025-08-05T18:20Z [---] followers, [---] engagements
"@KeningYe26924 @confluentinc @jaykreps @ericvishria Ill sell if Jay sells. Thats my new stance after today Enough ping ponging around Lets take this to $60 $CFLT DESTROY THE SHORTS"
X Link 2025-08-05T22:31Z [---] followers, [---] engagements
"100 words stand between investors and $CFLT management. This niche software sector remains stagnant because 90% of finance doesnt know what the fuck they are talking about Here is [---] words for example: 1.Partition 3.Cluster ID 4.ISR 5.KRaft 6.ZooKeeper 7.Idempotent Producer 8.Transactional Producer 9.Exactly-Once Semantics 10.Compaction 11.Acks=-1 12.Replication Factor 13.Throttled Replicas 14.Rack Awareness 15.Tiered Storage 16.Cluster Linking 17.MirrorMaker [--] 18.Schema Registry 19.ksqlDB 20.Control Center Proxy 22.Confluent Replicator 23.Confluent CLI 24.Single Message Transform"
X Link 2025-08-06T03:37Z [---] followers, [---] engagements
"@Investor_NICK_ $PEP could go either way"
X Link 2025-08-07T21:59Z [---] followers, [---] engagements
"$CFLT Leveraging Agentic ai through data streaming Next episode tomorrow. 9AM EDT. Heres a preview of what the boys going to talk about https://t.co/wgxdc4QDdH Next episode tomorrow. 9AM EDT. Heres a preview of what the boys going to talk about https://t.co/wgxdc4QDdH"
X Link 2025-08-07T23:26Z [---] followers, [---] engagements
"@zoomyzoomm I just dont like that Trump can nuke me with one foreign policy decision. Ive traded Hang Seng for years. You will die with your head in the dragons mouth China is an ancient land. We live in a world of youthful bliss"
X Link 2025-08-07T23:27Z [---] followers, [--] engagements
"Thats very true Many in the $PLTR crowd forget that a newly elected Dem president in three years could easily weed out and turn corporate America against them. Same with $TSLA $META and others Trump has ushered in a new playbook and has like all his predecessors stretched the glove as they say. The glove can never get smaller. The same beast that has led many to feeling exalted could also lead them to ruin"
X Link 2025-08-08T06:45Z [---] followers, [--] engagements
"You and so many others have become undead. Imagine being the peasants that scoffed at Michelangelo as he painted. What we are witnessing with Altman is history. Its high art. [--] is life changing. [---] million more users in the next few months High level prompting is the past We are so close to utopia but people like you wont let us. AI is a reminder that we dont need anyone anymore. We are eternal now"
X Link 2025-08-08T06:49Z [---] followers, [---] engagements
"You and so many others have become undead. Imagine being the peasants that scoffed at Michelangelo as he painted. What we are witnessing with Altman is history. Its high art. [--] is life changing. [---] million more users in the next few months High level prompting is the past We are so close to utopia but people like you wont let us. AI is a reminder that we dont need anyone anymore. We are eternal now"
X Link 2025-08-08T06:49Z [---] followers, [---] engagements
"@zoomyzoomm Yes. $CFLT not an outlier but harbinger of things to come"
X Link 2025-08-08T13:52Z [---] followers, [---] engagements
"Im learning so many tickers following you. Keep wondering where you were 2-3 years ago when everybody was in full doomer meltdown over China Do you see the restistance to it Once you realize that China vs. America is a one of the most tired warn out narratives ever you can never go back That being said what Chinese CEOs have been to White House lately"
X Link 2025-08-13T23:40Z [---] followers, [---] engagements
"@somefoundersalt Michelangelos hard tech was stone and fresco but like todays prodigies he followed capital. The Medici and Popes were his Citadel Securities. Talent built heroes money built empires. Even the Sistine Chapel ceiling had a budget"
X Link 2025-08-21T14:57Z [---] followers, [---] engagements
"Confluent powers real-time data streams that fuel AI. With Databricks as partner its role in enterprise pipelines makes it a long-term growth winner. $PLTR bulls might hate that but its the truth. Databricks is the future of software"
X Link 2025-08-21T22:20Z [---] followers, [---] engagements
"@zoomyzoomm This is the path that one shot me on $CFLT Be careful Your fucked"
X Link 2025-08-21T22:25Z [---] followers, [---] engagements
"$CFLT $PDD Life imitates art Many such cases out there instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to risk it all because they see no future. Consequences of a hyper financialized economy and money printing. Many such cases out there instead of chasing consistent income and investing over the long term with risk management. Gen-Z with sense of absolute nihilism and wants to risk it all because they see no future. Consequences of a hyper financialized economy and money printing"
X Link 2025-08-22T20:27Z [---] followers, [---] engagements
"@zoomyzoomm How can that be possible Im old enough to remember when $PDD grew and delivered vegetables"
X Link 2025-08-22T21:08Z [---] followers, [---] engagements
"@zoomyzoomm Pinduoduo risks missing earnings as Chinese consumers tire of gimmicks avoid cheap goods for mianzi (status) and churn when rural subsidies fade amid poor logistics. All of which are vague nuances invisible to U.S. investors dazzled by scale and discounts China USA"
X Link 2025-08-22T21:23Z [---] followers, [---] engagements
"It feels like a mission from god to save my brother @zoomzooming from $PDD He could have saved me Would I have listened Hes talking about a 30% run after earnings like its as casual as chef Boyardee for dinner I make the same mistake At least soon we might be both cooked"
X Link 2025-08-22T21:25Z [---] followers, [---] engagements
"@princeofthef4ll @zoomyzoomm Its called sarcasm. His optimism keeps me going. Back in [----] I was arguing for Chinese companies to be taken seriously and everyone laughed at me Looking for value in China is part of every investors path. He will learn much"
X Link 2025-08-22T22:40Z [---] followers, [--] engagements
"@jojo_capital @zoomyzoomm $BABA fumbled the bag They sell fake Louis purses $PDD has garlic and toilet paper for a yuan"
X Link 2025-08-23T00:26Z [---] followers, [---] engagements
"@zoomyzoomm $PDD down 5%"
X Link 2025-08-25T15:26Z [---] followers, [--] engagements
"$PDD down 9% from high $CFLT up 15% from low"
X Link 2025-08-27T15:37Z [---] followers, [---] engagements
"$CFLT up 6%"
X Link 2025-08-27T22:48Z [---] followers, [---] engagements
"$MDB $SNOW What more do you need to realize that a new phase of the AI is emerging $NVDA was spending $CFLT is adoption Companies are now turning models on their own data"
X Link 2025-08-27T22:54Z [---] followers, [---] engagements
"I wasnt wrong about $CFLT I was just early $SNOW $MDB $PLTR Data rules the world"
X Link 2025-08-27T23:07Z [---] followers, [---] engagements
"I have not realized any losses I have cut my loss in half I will not sell until I am whole $CFLT Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible this is and have accepted that I have no Last Monday I put everything in $CFLT I liquidated 401ks and transferred funds from our emergency savings to fuel this moonshot. I acknowledged the risks with friends and family at a small BBQ I fully understand how irresponsible"
X Link 2025-08-28T04:14Z [---] followers, [---] engagements
"$CFLT up 3% I thought I would be underwater forever Narratives blow up fast"
X Link 2025-08-28T13:36Z [---] followers, [---] engagements
"$PDD flat 😆"
X Link 2025-08-28T13:37Z [---] followers, [--] engagements
"$CFLT has moved 25% off the lows in two weeks on strong demand for data in a new AI narrative Meanwhile Chinese consumers continue to turn away from cheap goods from $PDD as cultural sentiment settles Down 8% from highs"
X Link 2025-08-28T13:41Z [---] followers, [---] engagements
"$CFLT The loudest people on Twitter run the most insignificant amount of capital. How many people on here have $500m books or even $250m. The loudest people on Twitter run the most insignificant amount of capital. How many people on here have $500m books or even $250m"
X Link 2025-08-28T13:45Z [---] followers, [---] engagements
"$ESTC Its becoming clear by the day that the market was irrationally spooked by a poor choice of words by $CFLT management $SNOW $MDB"
X Link 2025-08-28T20:31Z [---] followers, [---] engagements
"@zoomyzoomm Say $CFLT SAY IT"
X Link 2025-08-28T20:42Z [---] followers, [--] engagements
"@zoomyzoomm I tried It ruined me $CFLT"
X Link 2025-08-28T23:04Z [---] followers, [--] engagements
"I have never lost a dollar For the record I was down the median price of a home in most states - $428000 I am now nearly whole I was able to borrow from friends and average down to $22 a share Thank you to those that have sent a DM If $CFLT goes past $23 I will exit"
X Link 2025-08-29T04:40Z [---] followers, [---] engagements
"$CFLT Im crying right now I might actually break even in less than [--] months"
X Link 2025-09-08T18:39Z [---] followers, [---] engagements
"My fear with emerging markets and especially Chinese equities is that when markets turn against you there is essentially no reprieve. You dont have the government backing the market the way US ;93:"
X Link 2025-09-09T18:55Z [---] followers, [--] engagements
"$CFLT $ORCL I tried to tell everybody that data is the most important component of the algorithmic autocomplete era"
X Link 2025-09-10T13:25Z [---] followers, [---] engagements
"@zoomyzoomm $CFLT"
X Link 2025-09-11T03:39Z [---] followers, [---] engagements
"Bingo $CFLT @bricked_trades 😂😂😂😂 jay kreps is not CEO. Watch an interview with him and John Fortt cnbc. He couldnt even explain clearly where the growth is going to come from for the company. Not polished - seems stressed. Not a CEO - need real CEO. Remote first company - RED FLAG @bricked_trades 😂😂😂😂 jay kreps is not CEO. Watch an interview with him and John Fortt cnbc. He couldnt even explain clearly where the growth is going to come from for the company. Not polished - seems stressed. Not a CEO - need real CEO. Remote first company - RED FLAG"
X Link 2025-09-13T00:36Z [---] followers, [---] engagements
"Fuck it. Im all in baby $RIVN https://ev.com/news/rivian-r1s-becomes-california-governor-newsom-state-vehicleutm_source=chatgpt.com https://ev.com/news/rivian-r1s-becomes-california-governor-newsom-state-vehicleutm_source=chatgpt.com"
X Link 2025-09-13T09:22Z [---] followers, [--] engagements
"@hamids I found one of your $RIVN tweets at [--] AM the other night. After [--] days of research Im ready to go all in California leads and Im seeing Rivians everywhere. A recent trip to Yosemite had me hanging out at their new Groveland location. Rivians everywhere in the park"
X Link 2025-09-14T18:05Z [---] followers, [---] engagements
"@menhguin Thoughts on $TER I am also very obsessed with deep tech hardware but feel like I ran out of ideas. Was too early on many in 2020"
X Link 2025-09-19T11:33Z [---] followers, [--] engagements
"$CFLT wounded me deeply But that doesnt change the fact that its still the best chart out there It has AI exposure The CEO is on the Anthropic board for heavens sake They just have to deliver this quarter Im now %10 loss"
X Link 2025-09-19T17:01Z [---] followers, [---] engagements
"Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit together really fast and very well. This means finding new medicines can happen quicker and cheaper helping people get better treatments sooner. $NVDA $RXRX"
X Link 2025-09-21T03:18Z [---] followers, [----] engagements
"MITs Jameel Clinic and CSAIL partnered with Recursion a clinical-stage biotech company to develop Boltz-2 an open-source AI model that predicts protein structures and how well molecules bind to them speeding up drug discovery. $RXRX Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit together really fast and very well. This means finding new medicines can happen quicker and cheaper helping people get better treatments sooner. $NVDA $RXRX Boltz-2 is exciting because it helps scientists see how tiny parts called proteins and medicines fit"
X Link 2025-09-21T03:19Z [---] followers, [---] engagements
"Holy shit $NVDA $RXRX I have never been more excited about a company $RXRX https://t.co/DwV5jeKYMA I have never been more excited about a company $RXRX https://t.co/DwV5jeKYMA"
X Link 2025-09-21T14:13Z [---] followers, [----] engagements
"$RXRX is the @OpenAI of the biotech world. At [--] billion market cap it is undervalued compared to peers + massive $NVDA partnership/investment. Jensen personally likes CEO and has resonated with his story over fireside chats"
X Link 2025-09-21T14:19Z [---] followers, [----] engagements
"First I believed in $PLTR then $KRKNF then $ATAI then $KTOS then $APP Themes rhyme like words in a poem $RXRX is next"
X Link 2025-09-21T14:24Z [---] followers, [--] engagements
"$RXRX $NVDA A new feature story from @erikafry in @FortuneMagazine opens with a striking image: For three weeks last May employees from @nvidia and Recursion slept on the floor of a data center in Salt Lake City during a sprint to build the pharma industrys fastest and most powerful https://t.co/EOn9RHX1KS A new feature story from @erikafry in @FortuneMagazine opens with a striking image: For three weeks last May employees from @nvidia and Recursion slept on the floor of a data center in Salt Lake City during a sprint to build the pharma industrys fastest and most powerful"
X Link 2025-09-21T16:15Z [---] followers, [---] engagements
"@ruth_capital $RXRX check it out and let me know what you think fr"
X Link 2025-09-22T17:34Z [---] followers, [---] engagements
"From my understanding the Wall Street argument against $RXRX is that their technical founder left the company years ago essentially making it vaporware. However CTO that left is still on the board and owns over [--] million shares"
X Link 2025-09-23T16:40Z [---] followers, [---] engagements
"This was always the thesis $CFLT @StockSavvyShay The acquisition of $CFLT by Databricks would be an interesting move to expand its data platform. 🧐 @StockSavvyShay The acquisition of $CFLT by Databricks would be an interesting move to expand its data platform. 🧐"
X Link 2025-09-23T17:06Z [---] followers, [---] engagements
"$CFLT acquire and retire Options are closing. Not many doors left @1991Wolfpack I originally thought $SNOW would acquire $CFLT -- but the RedPanda acquisition takes them out of the picture @1991Wolfpack I originally thought $SNOW would acquire $CFLT -- but the RedPanda acquisition takes them out of the picture"
X Link 2025-09-23T17:06Z [---] followers, [---] engagements
"@SPAC_Infleqtion $RXRX also a $NVDA partnership Curious to know more about CCCX"
X Link 2025-09-23T17:22Z [---] followers, [---] engagements
"Fair value probably closer to $750M meaning this stock could easily be worth 3-4 billion by next spring $CCCX But if you really question is it a $NVDA partnership consider this. Not only are they partners $NVDA buys $CCCX quantum products and uses them. As does NASA the Department of War and everyone else that actually matters. This is the next $PLTR OR BETTER. No way this does https://t.co/25bWVb7wEl But if you really question is it a $NVDA partnership consider this. Not only are they partners $NVDA buys $CCCX quantum products and uses them. As does NASA the Department of War and everyone"
X Link 2025-09-23T17:40Z [---] followers, [---] engagements
"$JOBY 99% of these guys have never been to the HQ in the forest in Santa Cruz They dont even know JoeBen"
X Link 2025-09-25T12:07Z [---] followers, [---] engagements
"Absolutely incredible. San Francisco is now is then is forever. It cannot be stopped and unless you are standing in the city right now you wont understand a word I am saying I love my city ❤ Was looking back at this post from [----] about what will happen to San Francisco when the city was at an all time low And it ended up being a freakishly decent prediction This was the week ChatGPT launched 😅 https://t.co/88zKajAaAQ Was looking back at this post from [----] about what will happen to San Francisco when the city was at an all time low And it ended up being a freakishly decent prediction This"
X Link 2025-09-25T17:31Z [---] followers, [---] engagements
"@opencv This summer a bust. Garry has turned into nothing more than a collage campus counselor that likes to pose with students on move in day. Its a cycle. They are producing nothing. Kids smoking cigars eating sushi and making TikToks isnt VC"
X Link 2025-09-25T20:23Z [---] followers, [----] engagements
"Shay Boloor is the new Stan $UAVS kids will remember"
X Link 2025-09-25T22:03Z [---] followers, [---] engagements
"$JOBY is the next $IONQ and is severely overvalued here. We love EVTOL technology but this isnt a business that will be able to grow revenue for 30+ years @MartinShkreli"
X Link 2025-09-25T22:42Z [---] followers, [---] engagements
"$JOBY isnt a scam but its a $6 stock at best"
X Link 2025-09-25T22:44Z [---] followers, [---] engagements
"@realroseceline Why is no one talking about the metaverse bubble Annual AI investment exceeds metaverse investment by 1020x at minimum expanding to 25x when including total corporate AI expenditures. Its the elephant in the room that every forward looking person refuses to acknowledge"
X Link 2025-09-26T19:47Z [---] followers, [---] engagements
"@realroseceline @nagendraputhane Id rather stick my neck out and say some stupid shit and get put back into the crowd with wisdom than follow the crowd over the cliff. Hive mind is dangerous"
X Link 2025-09-26T22:01Z [---] followers, [--] engagements
"$GOOGL is what it is today because of YouTube. How is that a technological breakthrough Their business model is three to four human generations old"
X Link 2025-09-26T22:27Z [---] followers, [--] engagements
"Decel crowd is having a great day I miss the years when OpenAI was a fun idea way off far away in private markets like a ship way out to sea @ai Post in X in September 2050: This feels like [----] again. No it doesnt. And I was there (here). I joined NVIDIA in January [----] as a co-op then full-time in May [----]. At the time NVIDIA was the hottest infra company on the planet riding the wave of the AI boom. But by @ai Post in X in September 2050: This feels like [----] again. No it doesnt. And I was there (here). I joined NVIDIA in January [----] as a co-op then full-time in May [----]. At the time"
X Link 2025-09-26T23:35Z [---] followers, [---] engagements
"@dalibali2 @Investor_NICK_ Weve entered delirium stage"
X Link 2025-09-27T18:54Z [---] followers, [--] engagements
"The $EA deal makes us hopeful SELL $CFLT"
X Link 2025-09-29T12:29Z [---] followers, [---] engagements
"@amitisinvesting @DailyPalantir Whats $PLTR plan after Trump I see zero discussion of this. How will Karp work with a Dem president to continue contracts etc"
X Link 2025-09-29T12:38Z [---] followers, [---] engagements
"@JonathanCT17212 @amitisinvesting @DailyPalantir That was before Anti-Palantir signs frequented protests and Karp/Musk/Luckey took Silicon Valley on a sharp turn to the right Obama was a master politician and knew how to get the business of government done in the shadows Now $PLTR makes hoodies and gets into culture wars"
X Link 2025-09-29T12:43Z [---] followers, [---] engagements
"@JonathanCT17212 @amitisinvesting @DailyPalantir Feels like Karp is just as lost as the rest of us then. The fact that I dont even know where he stands is testament to just how chaotic their narrative has become JD Thiel Karp What happens when this fails I love this company and their mission. I speak out of concern"
X Link 2025-09-29T14:04Z [---] followers, [--] engagements
"@yacineMTB Hey Ive been seeing your posts but too busy to respond. Get pre approved loan from local credit union for $45000. They can set number. Go to dealership near Sacramento and find a vehicle in the $56000-$62000 range and lowball for $45000 out the door. Will take [--] hours"
X Link 2025-09-29T14:07Z [---] followers, [---] engagements
"@yacineMTB Pay off loan immediately with credit union. Dealerships are desperate. If you can bring a female to ask frustrated and walk out it helps. Its fucking Kabuki theater and I hate it but its what it takes to get the job done. They act at first like they wont budge. I always win"
X Link 2025-09-29T14:08Z [---] followers, [--] engagements
"Anthropic should buy $CFLT last month i joined @anthropicai to work on new models. it's a truly peculiar place a strange mix of intense startup and college campus. the more you want to do the more youre allowed to do. the more impact you want the more leverage youre given. very surprising and a last month i joined @anthropicai to work on new models. it's a truly peculiar place a strange mix of intense startup and college campus. the more you want to do the more youre allowed to do. the more impact you want the more leverage youre given. very surprising and a"
X Link 2025-09-29T21:01Z [---] followers, [---] engagements
"Capitulation $CFLT Nature is healing I still holding my $400000 position now down 9% Once in the green I will have a tough decision to make and thats a big once reduced some $CFLT positions please dont moon shortly after like my other sales. @confluentinc just not seeing enough founder mode charm offense and execution yet. share price still feels muted excitement after Q2 earnings drama. everyone in ai is accelerating at ATH so reduced some $CFLT positions please dont moon shortly after like my other sales. @confluentinc just not seeing enough founder mode charm offense and execution yet."
X Link 2025-09-30T04:28Z [---] followers, [---] engagements
"@__roycohen @airkatakana Bingo"
X Link 2025-09-30T14:49Z [---] followers, [---] engagements
"@iruletheworldmo @GabrielPeterss4 I think Sora [--] is incredible"
X Link 2025-10-01T12:37Z [---] followers, [--] engagements
"Wait why did $CFLT go up 6% and then dump it Because @KeningYe26924 sold"
X Link 2025-10-01T16:52Z [---] followers, [---] engagements
"@_nairrator I think at first we all try to be something bigger and better than ourselves but end up trying to stay above water like the rest. Do you remember when CGI was becoming popular People hated it in some movies but loved it in others. Can Sora hit that sweet spot Im not sold"
X Link 2025-10-01T20:23Z [---] followers, [--] engagements
"$NET worth almost [--] billion again I remember watching it trade from $200 to $40 in the blink of an eye Everything was red. For weeks"
X Link 2025-10-03T00:18Z [---] followers, [--] engagements
"@zephyr_z9 Ill get in under $110 Thoughts on $NINOY"
X Link 2025-10-03T22:39Z [---] followers, [--] engagements
"@realroseceline Its the best path in the 401k. Do you know a better way Ive beat S&P every year for [--] years"
X Link 2025-10-03T22:50Z [---] followers, [--] engagements
"@JackFarley96 @Buncahn A lot of old $ARKK crap starting to get bid up. I dont like it"
X Link 2025-10-03T22:55Z [---] followers, [--] engagements
"@realroseceline My IRA is 80% SoftBank (110% gain) 8% Rivian 3% Recursion Pharma 3% Pacific Gas & Electric 2% Klarna 4% cash Originally it was 100% SoftBank since last year but Im trying to add more stuff in. Thank you Masa"
X Link 2025-10-03T23:00Z [---] followers, [--] engagements
"$CFLT Cloud adoption is stabilizing after last quarters customer optimization jitters AI-driven data streaming is starting to translate into higher usage and stickier contracts and enterprise clients appear to be increasing multi-year commitments. Get me out of this stock"
X Link 2025-10-06T18:45Z [---] followers, [---] engagements
"$SFTBY owns between 6-10% of @OpenAI are they trying to replace the browser or the entire operating system are they trying to replace the browser or the entire operating system"
X Link 2025-10-06T19:12Z [---] followers, [---] engagements
"@GabrielPeterss4 Couldnt agree more. Seeing you kids at OpenAI makes me hopeful. I remember how it felt in the city [--] years ago. It was scary I knew chasing the singularity could get us out of it. Now look at where we are These are the best years of your life. Cheers"
X Link 2025-10-08T05:57Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing