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# ![@akramsrazor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::449160092.png) @akramsrazor DaRazor

DaRazor posts on X about $gtlb, ai, $hubs, $spt the most. They currently have XXXXXX followers and 1503 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::449160092/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXXXX +436%
- X Months XXXXXXXXX +133%
- X Year XXXXXXXXX +255%

### Mentions: X [#](/creator/twitter::449160092/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +39%
- X Year XXXXX +176%

### Followers: XXXXXX [#](/creator/twitter::449160092/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:followers.svg)

- X Week XXXXXX +0.64%
- X Month XXXXXX +1.50%
- X Months XXXXXX +7.40%
- X Year XXXXXX +19%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::449160092/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$gtlb](/topic/$gtlb) #6, [ai](/topic/ai), [$hubs](/topic/$hubs), [$spt](/topic/$spt), [$docs](/topic/$docs), [$fig](/topic/$fig), [databricks](/topic/databricks), [$snow](/topic/$snow), [agencies](/topic/agencies), [switch](/topic/switch)

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@divestech](/creator/undefined) [@buccocapital](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@compound248](/creator/undefined) [@rebrandasy](/creator/undefined) [@benioff](/creator/undefined) [@crussian17](/creator/undefined) [@levie](/creator/undefined) [@devahaz](/creator/undefined) [@pythiar](/creator/undefined) [@bucknsf](/creator/undefined) [@agnostoxxx](/creator/undefined) [@chamath](/creator/undefined) [@altcap](/creator/undefined) [@elonmusk](/creator/undefined) [@mangotreea](/creator/undefined) [@benitoz](/creator/undefined) [@mechpaul](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [SeaPad (SPT)](/topic/$spt) [Doximity, Inc. (DOCS)](/topic/$docs) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Snowflake, Inc. (SNOW)](/topic/$snow)
### Top Social Posts
Top posts by engagements in the last XX hours

"$hubs ahh my good old "cover your short" $spt guy"  
[X Link](https://x.com/akramsrazor/status/1986400714277663055)  2025-11-06T11:50Z 21.5K followers, 2870 engagements


"$docs timed that short re-entry pretty well"  
[X Link](https://x.com/akramsrazor/status/1986892093797941664)  2025-11-07T20:22Z 21.5K followers, 2771 engagements


"$fig thanks for playing.took X months"  
[X Link](https://x.com/akramsrazor/status/1991980438093709749)  2025-11-21T21:22Z 21.5K followers, 15.3K engagements


"Just got offered databricks spv at 2x $snow ev"  
[X Link](https://x.com/akramsrazor/status/1993340807567622647)  2025-11-25T15:27Z 21.5K followers, 6994 engagements


"So to summarize $gtlb. -GitLab is embedded in roughly XX% of the Fortune XXX -GitLab is embedded across the DoD US federal and government agencies -GitLab is sold on multi-year heavily discounted enterprise lands -Realized ARPU is $35$40 per dev per month -Meanwhile AI vendors are trying to charge: $100$300 per seat per month (Copilot AgentForce JetBrains AI) $500+ per seat per month (verticalized agents) $1000/month or more for bespoke compliance and AI orchestration tools GitLab is not priced like: -a mission-critical control plane -a compute orchestration platform -a system-of-record for"  
[X Link](https://x.com/akramsrazor/status/1996660578405007378)  2025-12-04T19:19Z 21.5K followers, 2766 engagements


"$gtlb if the customer don't know what they are going to do yet you as an investor definitely can't claim to know till its clear"  
[X Link](https://x.com/akramsrazor/status/1996265703331303661)  2025-12-03T17:10Z 21.5K followers, 8214 engagements


"$gtlb hmm. Non-human identities (NHIs) now outnumber human users operating across cloud SaaS and on-prem environments creating new IT security challenges. The rise of NHIs requires dedicated governance models distinct from traditional IAM. Automated lifecycle management policy enforcement and advanced technologies such as AI are crucial for provisioning detecting and securing NHIs to mitigate security risks"  
[X Link](https://x.com/akramsrazor/status/1995872015077838938)  2025-12-02T15:05Z 21.5K followers, 11.3K engagements


"$gtlb Yo Tommy One more round. Razor's Edge: Giga Long Gitlab Time"  
[X Link](https://x.com/akramsrazor/status/1996215363261133124)  2025-12-03T13:50Z 21.5K followers, 20K engagements


"Imagine being the $gtlb entp account rep having this client over X months.welcome to AI. Yo bro bad news we most likely gonna switch you off and move to github in a couple of months. Hey happy 4th of july good news we staying turns out your platform is more valuable to us then we initially thought but spend gonna be pretty flat sorry. Yo bro me again just wanted to give you a heads up before the labor day weekend that Devin is the shit and we gonna fire XX% of our devs next X years and thus plan on spending a lot less money with you. Happy Thanksgiving your favorite client here w some great"  
[X Link](https://x.com/akramsrazor/status/1996264826012827689)  2025-12-03T17:06Z 21.5K followers, 17.6K engagements


"$GTLB amazing how many pod guys still talking about the now $XX premium tier price increase lapsing when some large entp running up $1k a month devin bills per dev. You get over 3x uplift going to Ultimate which you now effectively need if your supervising multi-agents. And maybe 5x uplift if Duo plays out well. There are customer examples where their Gitlab bill 3xs with a XX% dev reduction over two years and you're asking them if they gonna raise premium to $XX a month"  
[X Link](https://x.com/akramsrazor/status/1996268404676919459)  2025-12-03T17:20Z 21.5K followers, 10.8K engagements


"Hey gemini blow up this lazy $GTLB short thesis on premium price hike tailwind lapsing and use anything i've shared with you recently that is relevant. Be concise. The "Short Report" Takedown: The Agent-Driven Supercycle The Obsolescent Bear Thesis: "GitLab growth is dead because the $XX Premium price hike (from $XX to $29) is in the rearview mirror." The "Alpha" Reality: This thesis is mathematically illiterate in 2026. It ignores the Structural Squeeze that AI Agents place on infrastructure. Agents do not just write code; they break the "Premium" licensing model forcing a migration to"  
[X Link](https://x.com/akramsrazor/status/1996284585546744049)  2025-12-03T18:25Z 21.5K followers, 8464 engagements


"$gtlb "you do realize that barclays was almost all their growth between that and premium price hike lapsing growth collapses" Just as a reminder I have activist shorted real SaaS businesses since the begging of SaaS. I'm still amazed people think this with the disclosures gtlb provides. -No single customer over X% ARR. -Ultimate tier XX% ARR -20k barclays ultimate seats 22k total You can do the math on how discounted to list this shit is. I think at this point gtlb sitting on 2ml+ devs across over XX% fortune XXX & top govt agencies with a total arpu in the $35/month range"  
[X Link](https://x.com/akramsrazor/status/1996660575963955637)  2025-12-04T19:19Z 21.5K followers, 6469 engagements


"$gtlb trading at 2x fcf if the base all paying ultimate list priceand u asking the intern cfo about pricing"  
[X Link](https://x.com/akramsrazor/status/1996674249227227564)  2025-12-04T20:13Z 21.5K followers, 7026 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@akramsrazor Avatar @akramsrazor DaRazor

DaRazor posts on X about $gtlb, ai, $hubs, $spt the most. They currently have XXXXXX followers and 1503 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXXXX +436%
  • X Months XXXXXXXXX +133%
  • X Year XXXXXXXXX +255%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXX +39%
  • X Year XXXXX +176%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.64%
  • X Month XXXXXX +1.50%
  • X Months XXXXXX +7.40%
  • X Year XXXXXX +19%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies technology brands stocks finance

Social topic influence $gtlb #6, ai, $hubs, $spt, $docs, $fig, databricks, $snow, agencies, switch

Top accounts mentioned or mentioned by @dalibali2 @waterworldcapi1 @divestech @buccocapital @hedgeyecomm @compound248 @rebrandasy @benioff @crussian17 @levie @devahaz @pythiar @bucknsf @agnostoxxx @chamath @altcap @elonmusk @mangotreea @benitoz @mechpaul

Top assets mentioned GitLab Inc. Class A Common Stock (GTLB) HUBSPOT, INC. (HUBS) SeaPad (SPT) Doximity, Inc. (DOCS) Simplify Macro Strategy ETF (FIG) Snowflake, Inc. (SNOW)

Top Social Posts

Top posts by engagements in the last XX hours

"$hubs ahh my good old "cover your short" $spt guy"
X Link 2025-11-06T11:50Z 21.5K followers, 2870 engagements

"$docs timed that short re-entry pretty well"
X Link 2025-11-07T20:22Z 21.5K followers, 2771 engagements

"$fig thanks for playing.took X months"
X Link 2025-11-21T21:22Z 21.5K followers, 15.3K engagements

"Just got offered databricks spv at 2x $snow ev"
X Link 2025-11-25T15:27Z 21.5K followers, 6994 engagements

"So to summarize $gtlb. -GitLab is embedded in roughly XX% of the Fortune XXX -GitLab is embedded across the DoD US federal and government agencies -GitLab is sold on multi-year heavily discounted enterprise lands -Realized ARPU is $35$40 per dev per month -Meanwhile AI vendors are trying to charge: $100$300 per seat per month (Copilot AgentForce JetBrains AI) $500+ per seat per month (verticalized agents) $1000/month or more for bespoke compliance and AI orchestration tools GitLab is not priced like: -a mission-critical control plane -a compute orchestration platform -a system-of-record for"
X Link 2025-12-04T19:19Z 21.5K followers, 2766 engagements

"$gtlb if the customer don't know what they are going to do yet you as an investor definitely can't claim to know till its clear"
X Link 2025-12-03T17:10Z 21.5K followers, 8214 engagements

"$gtlb hmm. Non-human identities (NHIs) now outnumber human users operating across cloud SaaS and on-prem environments creating new IT security challenges. The rise of NHIs requires dedicated governance models distinct from traditional IAM. Automated lifecycle management policy enforcement and advanced technologies such as AI are crucial for provisioning detecting and securing NHIs to mitigate security risks"
X Link 2025-12-02T15:05Z 21.5K followers, 11.3K engagements

"$gtlb Yo Tommy One more round. Razor's Edge: Giga Long Gitlab Time"
X Link 2025-12-03T13:50Z 21.5K followers, 20K engagements

"Imagine being the $gtlb entp account rep having this client over X months.welcome to AI. Yo bro bad news we most likely gonna switch you off and move to github in a couple of months. Hey happy 4th of july good news we staying turns out your platform is more valuable to us then we initially thought but spend gonna be pretty flat sorry. Yo bro me again just wanted to give you a heads up before the labor day weekend that Devin is the shit and we gonna fire XX% of our devs next X years and thus plan on spending a lot less money with you. Happy Thanksgiving your favorite client here w some great"
X Link 2025-12-03T17:06Z 21.5K followers, 17.6K engagements

"$GTLB amazing how many pod guys still talking about the now $XX premium tier price increase lapsing when some large entp running up $1k a month devin bills per dev. You get over 3x uplift going to Ultimate which you now effectively need if your supervising multi-agents. And maybe 5x uplift if Duo plays out well. There are customer examples where their Gitlab bill 3xs with a XX% dev reduction over two years and you're asking them if they gonna raise premium to $XX a month"
X Link 2025-12-03T17:20Z 21.5K followers, 10.8K engagements

"Hey gemini blow up this lazy $GTLB short thesis on premium price hike tailwind lapsing and use anything i've shared with you recently that is relevant. Be concise. The "Short Report" Takedown: The Agent-Driven Supercycle The Obsolescent Bear Thesis: "GitLab growth is dead because the $XX Premium price hike (from $XX to $29) is in the rearview mirror." The "Alpha" Reality: This thesis is mathematically illiterate in 2026. It ignores the Structural Squeeze that AI Agents place on infrastructure. Agents do not just write code; they break the "Premium" licensing model forcing a migration to"
X Link 2025-12-03T18:25Z 21.5K followers, 8464 engagements

"$gtlb "you do realize that barclays was almost all their growth between that and premium price hike lapsing growth collapses" Just as a reminder I have activist shorted real SaaS businesses since the begging of SaaS. I'm still amazed people think this with the disclosures gtlb provides. -No single customer over X% ARR. -Ultimate tier XX% ARR -20k barclays ultimate seats 22k total You can do the math on how discounted to list this shit is. I think at this point gtlb sitting on 2ml+ devs across over XX% fortune XXX & top govt agencies with a total arpu in the $35/month range"
X Link 2025-12-04T19:19Z 21.5K followers, 6469 engagements

"$gtlb trading at 2x fcf if the base all paying ultimate list priceand u asking the intern cfo about pricing"
X Link 2025-12-04T20:13Z 21.5K followers, 7026 engagements

@akramsrazor
/creator/twitter::akramsrazor