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# ![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1748036376808034304.png) @VcircleFuture V.C.F.

V.C.F. posts on X about acquisition, $dsgx, $syna, just a the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1748036376808034304/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXX +205%
- X Months XXXXXX +1,266%
- X Year XXXXXX +14,878%

### Mentions: X [#](/creator/twitter::1748036376808034304/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +67%
- X Months XXX +707%
- X Year XXX +19,475%

### Followers: XXX [#](/creator/twitter::1748036376808034304/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:followers.svg)

- X Week XXX +2.80%
- X Month XXX +13%
- X Months XXX +437%

### CreatorRank: undefined [#](/creator/twitter::1748036376808034304/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[acquisition](/topic/acquisition) #1031, [$dsgx](/topic/$dsgx) 6.25%, [$syna](/topic/$syna) 6.25%, [just a](/topic/just-a) 6.25%, [ai](/topic/ai) 6.25%, [$googl](/topic/$googl) 6.25%, [ip](/topic/ip) 6.25%, [$cr](/topic/$cr) 6.25%, [$115b](/topic/$115b) 6.25%, [$psn](/topic/$psn) XXXX%

**Top assets mentioned**
[Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [Synaptics Inc (SYNA)](/topic/$syna) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crane Holdings, Co. (CR)](/topic/$cr) [Parsons Corporation (PSN)](/topic/$psn) [Synopsys, Inc. (SNPS)](/topic/$snps)
### Top Social Posts
Top posts by engagements in the last XX hours

"Raymond James upgrades $DSGX to Outperform. They see a mispriced compounder hiding in plain sight. Headline organic growth looks weak at X% due to tough hardware comps. The real story is Services organic growth quietly rebounding to 7%. While the market sleeps A-EBITDA margins hit a new high of XX% with a massive XX% CFO conversion. The punchline: Trading near the bottom of its 10-year EBITDA multiple range while waiting for the inevitable freight market recovery"  
[X Link](https://x.com/VcircleFuture/status/1996688356311552481)  2025-12-04T21:09Z XXX followers, XX engagements


"Northland just initiated on $SYNA with an Outperform rating and $XX PT. The market sees a serial acquirer. The analyst sees a stealth Edge AI powerhouse. The superficial take: $SYNA is just a roll-up strategy buying revenue to build scale. The reality: A calculated acquisition of IP to create a dominant solution for IoT and Edge AI. The ultimate validation: Google hand-picked $SYNA as a key partner for low-power Edge AI a massive endorsement as the AI narrative shifts from OpenAI to Google. The numbers: PT of $XX is based on a 16x multiple of their FY27 non-GAAP EPS estimate of $XXXX. The"  
[X Link](https://x.com/VcircleFuture/status/1996363204663083208)  2025-12-03T23:37Z XXX followers, XXX engagements


"Wolfe Research initiates on $CR with an Outperform rating and a $XXX PT. They see a classic case of a sector laggard ready to close the gap. The Disconnect: $CR has returned just XX% YTD while its aerospace peers have soared an average of +48%. The market appears to be under-appreciating the story. The Catalyst: The $1.15B PSI acquisition is the game-changer. Sales growth is forecast to accelerate from X% in 2025 to a massive XX% in 2026. The Earnings Power: Post-acceleration the model sustains double-digit EPS growth even as organic sales growth normalizes to mid-single-digits. The"  
[X Link](https://x.com/VcircleFuture/status/1996680855721595319)  2025-12-04T20:39Z XXX followers, XX engagements


"The market sells first asks questions later on $PSN. An upgrade with a price target cut is peak irony. TD Cowen upgrades $PSN to Buy but cuts PT to $XX from $XX signaling an attractive entry point after a panic-driven selloff. The stock shed XX% ($2B market cap) after losing an FAA contract. The actual impact A future sub-10% EBITDA revision ($40-50M annually) that was 2+ years away. A massive overreaction. This wasn't even a loss of existing business. The FAA contract was a new bid not a re-compete. It has zero impact on the current sales/EPS base. The twist: $PSN may now get higher-margin"  
[X Link](https://x.com/VcircleFuture/status/1998875637503943034)  2025-12-10T22:01Z XXX followers, XX engagements


"$SNPS dodges a bullet. Goldman reiterates Buy as guidance comes in "stronger-than-feared." The market priced in disaster got a complex reality instead. FY26 guidance is the real story: Revenue guided just shy of the Street ($9.61bn vs $9.64bn) but EPS guided well above ($14.36 vs $14.05). Profitability is the new narrative. The quarterly mix shift is stark: Core EDA revenue was weak missing Street estimates by $115M. But Simulation & Analysis crushed estimates by $124M. A deliberate pivot or a temporary fluke Backlog tells its own story jumping from $10.1bn to $11.4bn. Contracts are getting"  
[X Link](https://x.com/VcircleFuture/status/1998980968166863071)  2025-12-11T04:59Z XXX followers, XX engagements