[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.] #  @davey_juice Frank Slootman’s Abandoned Projects Frank Slootman’s Abandoned Projects posts on X about $rbrk, $meli, $crwd, $net the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1454132363529699329/interactions)  - X Week XXXXXXX +14% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +120% - X Year XXXXXXXXX -XX% ### Mentions: XXX [#](/creator/twitter::1454132363529699329/posts_active)  - X Week XXX +49% - X Month XXX +27% - X Months XXXXX +176% - X Year XXXXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1454132363529699329/followers)  - X Week XXXXX +1.90% - X Month XXXXX +4.30% - X Months XXXXX +17% - X Year XXXXX +26% ### CreatorRank: XXXXXXX [#](/creator/twitter::1454132363529699329/influencer_rank)  ### Social Influence [#](/creator/twitter::1454132363529699329/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$rbrk](/topic/$rbrk) #1, [$meli](/topic/$meli) #12, [$crwd](/topic/$crwd) #7, [$net](/topic/$net) #14, [$iot](/topic/$iot) #1, [$dlo](/topic/$dlo) #17, [$glbe](/topic/$glbe) #3, [$tsm](/topic/$tsm) 4.69%, [$snow](/topic/$snow) #16, [$zs](/topic/$zs) #6 **Top accounts mentioned or mentioned by** [@gabgrowth](/creator/undefined) [@justuravgstonk](/creator/undefined) [@wj21331](/creator/undefined) [@redcoatchicago](/creator/undefined) [@jablamsky](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@sergeycyw](/creator/undefined) [@simeonresearch](/creator/undefined) [@rubenslashh](/creator/undefined) [@bullishbytes777](/creator/undefined) [@escvel0city11](/creator/undefined) [@nws4702](/creator/undefined) [@william06047130](/creator/undefined) [@tweetsquixotic](/creator/undefined) [@minnvestor](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@lukacapital](/creator/undefined) [@xedjones](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jamesschladt](/creator/undefined) **Top assets mentioned** [Rubrik, Inc. (RBRK)](/topic/$rbrk) [MercadoLibre Inc (MELI)](/topic/$meli) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Helium IOT (IOT)](/topic/$iot) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Snowflake, Inc. (SNOW)](/topic/$snow) [Zscaler Inc (ZS)](/topic/$zs) [Datadog Inc (DDOG)](/topic/$ddog) [Now Coin (NOW)](/topic/$now) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Sea Limited (SE)](/topic/$se) [NuCypher (NU)](/topic/$nu) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Trade Desk, Inc. (TTD)](/topic/$ttd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Microsoft Corp. (MSFT)](/topic/$msft) [Coupang, Inc. (CPNG)](/topic/$cpng) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Advanced Micro Devices (AMD)](/topic/$amd) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Palantir (PLTR)](/topic/$pltr) [Shopify Inc (SHOP)](/topic/$shop) [Arista Networks Inc (ANET)](/topic/$anet) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Fortinet Inc (FTNT)](/topic/$ftnt) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Intuit Inc. (INTU)](/topic/$intu) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Workday Inc (WDAY)](/topic/$wday) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [ServiceNow Inc (NOW)](/topic/servicenow) [Adobe, Inc. (ADBE)](/topic/$adbe) [Dell Technologies, Inc. (DELL)](/topic/dell) [Applovin Corporation (APP)](/topic/$app) ### Top Social Posts [#](/creator/twitter::1454132363529699329/posts) --- Top posts by engagements in the last XX hours "My high quality/high growth watchlist. Id consider being long any of these for longer time periods. While I can/do swing some of these ideally Id like to find a good price and go long for years. $ARM $AXON ($400) $CYBR (9-10x NTM EV/Rev) $PLTR (100-125b) $SHOP $TSM (50 EMA)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946028270958346440) 2025-07-18 02:04:29 UTC 4428 followers, 1578 engagements "Why this is a problem: Most backup and disaster recovery solutions are built to restore data not to detect if it was stolen or prove what was taken. That leaves companies in the dark unsure what was exposed and unprepared to comply with regulators (like the SEC GDPR HIPAA)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945365357943763212) 2025-07-16 06:10:19 UTC 4418 followers, XXX engagements "@HighBetaBrendan I think this is a 5-7 year hold and a 5-10% position. The same way I thought of $ddog $crwd $net $snow $zs 3-5 years ago"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946945337970888974) 2025-07-20 14:48:35 UTC 4428 followers, XX engagements "$rbrk now larger than $dlo to become my 10th largest position. Im going to make it a top X if the market allows for it"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943668494060454183) 2025-07-11 13:47:35 UTC 4430 followers, 1158 engagements "@SimeonResearch_ @escvel0city11 For me its because its too complicated to buy these names. Also Europe is stagnant economy so its tough to put too many eggs there. I really like $adyen though I have no doubt you can make money in these names"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1942271540990464474) 2025-07-07 17:16:35 UTC 4430 followers, XXX engagements "55% of victims were extorted a 2nd time Why this matters: Attackers increasingly re-extort companies even after ransomware recovery. Most backup tools dont help after the 1st encryption is undone. Why $rbrk is uniquely positioned: RBRKs Zero Trust Data Security model builds"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945363793791644111) 2025-07-16 06:04:06 UTC 4430 followers, XXX engagements "$MELI $NU Latin America GDP (PPP): 2004: $5.55T 2014: $9.42T 2024: $14.16T CAGR: 20042024: XXX% 20142024: XXX% Outpaced both U.S. (2.3%) and EU (1.85%) over the past decade. At current growth rates LatAm will surpass the EU in PPP GDP by the year 2045"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943545517444583743) 2025-07-11 05:38:55 UTC 4428 followers, 7088 engagements "@wolfofharcourt Im at the point where I have like6 names of high quality that are what I perceive as cheap. Im gonna keep banging em. $dlo and $glbe are getting full but Ill still lightly add them At these prices I only like: $meli $dlo $glbe $rbrk $iot $tsm to buy"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944933340253184491) 2025-07-15 01:33:38 UTC 4424 followers, XXX engagements "immutable backups and delivers forensic-level insights into breach scope and infection radius. Unlike legacy vendors $rbrk can prove what data was accessed and prevent reinfection enabling a cyber recovery posturenot just backup"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945363959345025237) 2025-07-16 06:04:45 UTC 4430 followers, XXX engagements "$snow punches ahead of its weight class w bigger deals than companies way larger such as $adbe and $now $net obviously impressive as well on this list"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944842994693046455) 2025-07-14 19:34:38 UTC 4417 followers, 1579 engagements "6b/ Dell EMC and Veritas. Market size: $7.58B in 2023 projected to reach $18.89B by 2030 growing at a CAGR of 14.1%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946776508879843413) 2025-07-20 03:37:43 UTC 4428 followers, XXX engagements "Valuing $NET to Q1 2028 under different growth dilution & multiples (optimistic) Ultra Bull: XX% growth X% dilution 24x sales = $88B (very aggressive). Bull: XX% growth XXXX% dilution 19x sales = $64B (realistic but bold). Bear: XX% growth XXX% dilution 15x sales = $45B"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944028324994724050) 2025-07-12 13:37:25 UTC 4428 followers, 1550 engagements "🕵 XX% of victims dont know if data was stolen Why this matters: If you dont know what was taken you cant respond correctly. That means failed breach reporting regulatory penalties & loss of customer trust. Why $rbrk is uniquely positioned: RBRKs Data Threat Engine"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945368290747895928) 2025-07-16 06:21:58 UTC 4428 followers, XXX engagements "Where would I buy $now Short answer for me: Under XXX its attractive. Over XXX I will begin to trim again. Fair value zone: 790-970$. Approaching overvalued territory again soon imo and will subsequently trim again. Slowly starting above $XXX. I see bettter opptys"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944797063562068472) 2025-07-14 16:32:07 UTC 4417 followers, 1679 engagements "@zoomyzoomm @ChudCap I think its beneficial to wait one more quarter to see if sequential revenue growth continues to slowly reaccelerate. If it does thats bullish to me"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945962029157654801) 2025-07-17 21:41:16 UTC 4418 followers, XX engagements "@RedCoatChicago Yes. Its the company I doubt the most and Ill likely wind up trading again when they have a nice pop and let go of my shares. When this model shows me XX% cagr I can buy heavier. This model showed me I need to be more patient on $mndy to enter give myself more room. Lets see"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944363445186678857) 2025-07-13 11:49:04 UTC 4425 followers, XXX engagements "2/2 XX $IOT XXXX% XX $CYBR * XX XX $AXON * XXXX XX $ADYEN XX XX $KVYO * XXXX XX $CRWD XX XX $SHOP * XXXX XX $APP * XXXX XX $DDOG XXXX XX $ZS XXXX XX $ARM * XX XX $TSM * XXXX XX $SE XXXX XX $AMD 70.5"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946384167089955110) 2025-07-19 01:38:42 UTC 4430 followers, XXX engagements "Have any $iot bulls dived deep into Motive their biggest direct competitor They seem to be a strong competitor"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943426103403778315) 2025-07-10 21:44:24 UTC 4420 followers, XXX engagements "@William06047130 Narrative is bs when fundamentals show me this per $crwd The deceleration shows no signs of stopping. Until I see it happen- all bark no bite"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946947828904849577) 2025-07-20 14:58:29 UTC 4428 followers, 2646 engagements "$RBRK Not sure Ive seen a stock move like this on zero news during a calm market in a while. This looks like a one time liquidation event. Worth noting: institutions own a lot of the float and RBRK was sitting above major support jumped right back above. Were you buying dip"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945880864304365951) 2025-07-17 16:18:45 UTC 4415 followers, XXX engagements "Ignoramuses around the world cant grasp that the Druze wanted the Israelis to save them for years and now that they did they want to be part of Israel. The rest of the world condemned Israel for helping save these people and now the people they saved want to join Israel 😂"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946634474734665835) 2025-07-19 18:13:20 UTC 4430 followers, XXX engagements "As a reminder $glbe has released a multi year framework of guidance that covered 2025-2028. GMV growth: high 20s to low 30s Revenue growth: mid 20s Non gaap gross margin: high 40s FCF margin: mid to high 20s $glbe has very little sbc so unadjusted and adjusted # are similar"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943362478169088005) 2025-07-10 17:31:35 UTC 4428 followers, 5094 engagements "$iot has consistently bottomed around this 33-37 range for the past XX months. Most of their competitors are either legacy and outdated or niche start ups that arent fully vertically integrated. Their biggest competitor is Motive which actually is apparently doing more revs"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943332374701383852) 2025-07-10 15:31:58 UTC 4420 followers, 1066 engagements "@JustUrAvgStonk Have you researched motive. Seems to be double the size and growing faster. Its my biggest concern"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943336219347218463) 2025-07-10 15:47:14 UTC 4428 followers, 1251 engagements "I felt I was overtly bullish for $ddog as well so did same as I did for $iot I added base case XXX that accounts for 1000-1500 bp beats per annum. Use slightly lower exit multiple even though I felt I used X that aligned. For this case- XXXX% rev cagr 13.5x sales =12.1% cagr"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944362541641343028) 2025-07-13 11:45:29 UTC 4418 followers, XXX engagements "11b/ TAM: $5.9B in XX projected to reach $11.2B by XX Ransomware attacks increasingly go after backup systems. Rubrik Vault ensures: Immutable backups Quarantined restore points Clean fast recoveries =What insurance regulators/boards want post-breach $RBRK"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946938986703843606) 2025-07-20 14:23:21 UTC 4428 followers, XXX engagements "📈 Price Targets & 3-Year CAGR (5/1/28) X. $MELI $4393 +22.3% CAGR X. $RBRK $XXX +20.8% CAGR X. $IOT $XXXXX +16.7% CAGR X. $DDOG $XXX +15.1% CAGR X. $ZS $XXX +14.0% CAGR X. $MNDY $XXX +12.3% CAGR X. $CRWD $XXX +5.7% CAGR X. $NET $XXX +1.3% CAGR"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944367912590217256) 2025-07-13 12:06:49 UTC 4428 followers, 3342 engagements "After doing my analysis and seeing $dlo only one where my price target clears even a XX% cagr on very very modest expectations and valuation I added a bit with some $net funds here at XXXXX will make this position a little bigger if we go back to 10s 25$ by mid 2028"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944813180082917596) 2025-07-14 17:36:09 UTC 4430 followers, 2805 engagements "$RBRK 🧵 Rubrik Modules Each Module Explained 1/ Backup & Recovery Immutable backups protect your data from ransomware or deletion. Rubriks tamper-proof snapshots beat legacy tools like Veeam & Commvault. TAM: $15B+ growing X% annually"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946767151823515793) 2025-07-20 03:00:32 UTC 4428 followers, 7607 engagements "I made a lot more aggressive assumptions w $crwd than $rbrk and still $rbrk cagr came out to almost XX% while $crwd was 8.5%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945616334701703270) 2025-07-16 22:47:36 UTC 4428 followers, XXX engagements "$net hit 30x multiple before. October X 2020 while trailing growth was 49.25%. They grew XX% XX% XX% the next X years CAGR (annualized) XXXX% per year Total growth XXXXX% (2.46 increase) Total revenue added $860m But the stock was worth 85$ again XX months later"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944395103260271001) 2025-07-13 13:54:52 UTC 4428 followers, 1207 engagements "@onodacapital1 This tweet is so on point. $net is almost back at its 2021/22 ath 3-4 years later lol $snow still down 50%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946671068925628501) 2025-07-19 20:38:44 UTC 4430 followers, XX engagements "@RedCoatChicago Im looking at relative valuation these adds are all coming from sales. So its a different way of looking at it. As others rise I keep putting $ into $meli as r/r gets better instead of waiting for one price. What if $meli hits XXX ma when other stocks crash more first"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945938842294292695) 2025-07-17 20:09:08 UTC 4418 followers, XXX engagements "Valuing $CRWD to Q1 2028 under X (aggressive) scenarios: Ultra Bull: XX% rev CAGR XXX% dilution XX sales XXXX% CAGR $XXX stock Bull: XX% rev CAGR XXX% dilution XX sales XXX% CAGR $XXX Bear: XX% rev CAGR XXX% dilution XX sales -XXX% CAGR $345"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944032060739662149) 2025-07-12 13:52:16 UTC 4428 followers, 3784 engagements "What stocks stand out to you that are estimated to be growing XX% cagr thru end of 2027 that trade at a valuation you can pencil out market beating returns without making crazy assumptions. Thinking time horizon as end of 2027 (2.5 years) For me: $rbrk $glbe $meli $dlo $iot"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945248933107655094) 2025-07-15 22:27:41 UTC 4424 followers, 3127 engagements "Maybe Im more patient and wait till +300/310 if $crwd goes up as well. That one is way more overpriced and also a bigger position in my portfolio. These are good problems to have btw. Companies going up and being too overvalued that youve owned for years"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946708358477856985) 2025-07-19 23:06:55 UTC 4428 followers, XXX engagements "Small trim of $grab at XXXX trimmed a bit of $tsm @ XXXXX $net near XXX placed the funds into $glbe $rbrk and $iot"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945146095828451390) 2025-07-15 15:39:02 UTC 4425 followers, XXX engagements "Lastly Growth company w/out gaap profits that I continue to Monitor: $kvyo $mndy $mdb Speculative (for one reason or another) and or not profitable companies that I monitor $acmr (China revs but us company) $acls same as above 👆 $cday $xpel $hims $pcor $cflt $skyt $iot"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1742384636351615405) 2024-01-03 03:17:23 UTC 4429 followers, 7679 engagements "$NOW 3-Year Valuation Framework 🧮 🟥 Bear Case Rev CAGR: XX% Exit: XX Target: $XXX CAGR: -XXX% 🟩 Base Case Rev CAGR: XXXX% Exit: XXXX Target: $1233 CAGR: +9.5% 🟦 Bull Case Rev CAGR: XXXX% Exit: XX Target: $1427 CAGR: +14.9%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944633392470917129) 2025-07-14 05:41:44 UTC 4417 followers, 3961 engagements "Portfolio 7/17/25 Close: Top 8=82.35% 18%: $CRWD 15%: $ZS XX% each: $MELI $SNOW 10%: $DDOG X% each: $NET $NU 4%: $RBRK Other 10=17.65% X% each: $GLBE $AMD $DLO X% each: $ADYEY $NVDA $SE X% each: $EVVTY $GRAB $IOT $ALAB Total: $560776.66 YTD Thru 7/16: +26.9% vs $QQQ +9.9%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945956663006986625) 2025-07-17 21:19:57 UTC 4428 followers, 5261 engagements "$GLBE 5/1/28 🚩 Bear Case: XXXX% rev CAGR (25/23/20%) 5.25x multiple $XXXXX (5.06% CAGR) 🟨 Base Case: XXXX% rev CAGR (26.5/25.5/24.5%) 8.5x multiple $XXXXX (15.53% CAGR) 🟩 Bull Case: XXXX% rev CAGR (32.5/28.5/26.5%) 12.5x multiple $XXXXX (21.21% CAGR) Attractive"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944642859908657578) 2025-07-14 06:19:22 UTC 4428 followers, 6216 engagements "To put $net valuation into perspective look at the p/s of NET over the past X years. This is 70-110% higher than avg p/s its been since the Covid bubble popped. hadnt gone past low to mid 20s for over X years w low of XX. Now p/s lies at XX with the growth significantly slower"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943447352557080635) 2025-07-10 23:08:51 UTC 4418 followers, 1896 engagements "I fully sold out of $now earlier around XXX. Dont wanna take the valuation risk into er personally. Sure it does well but maybe its priced for perfection To me seems like it. Ill take my XX% gain in X year here and move on. This is now on my GARP Watchlist"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945934390560727469) 2025-07-17 19:51:27 UTC 4417 followers, XXX engagements "I would genuinely need to see $axon at 400-450 to want to buy it. Nothing on any of my watch-lists looks even mildly attractive and a couple stocks I own are now bloated as well. So I will continue to concentrate within my portfolio in names I see highest r/r"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944930816963891563) 2025-07-15 01:23:36 UTC 4429 followers, 1067 engagements "$DLO stocks been weak so Im using conservative assumptions. Both my bear and base case growth are well below consensus and my bear case exit multiple is rock bottom at 3x sales. Even with this returns look very attractive. Hard to miss. $XXXX Price Target by 5/2028"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944772478481346838) 2025-07-14 14:54:25 UTC 4428 followers, 8992 engagements "Try watching this video and not getting bullish on $iot this may be the earliest inning saas company Im invested in-in terms of oppty in sector. I also dont see much competition after further 👀-the only fully integrated end to end co. 2nd inning"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943817428208955530) 2025-07-11 23:39:23 UTC 4428 followers, 4556 engagements "Has $asml turned into a story stock as of recently Past X years: Getting destroyed by $QQQ $SMH $TSM Asml: +97% Qqq: +116% Smh: +264% (semi etf) TSM: +270% ASML only projected to grow revenue XXXX% TOTAL from 23-25 and then X% in XX & XX% in XX. Multiple isnt cheap either"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945870592109855225) 2025-07-17 15:37:56 UTC 4430 followers, XXX engagements "Doing a spaces later on software companies with @stee_fen and @Minnvestor around X PM ET $rbrk $iot $net $pltr $mndy $snow $crwd $now $zs $ddog"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944471549219877059) 2025-07-13 18:58:38 UTC 4428 followers, 1529 engagements "9a/ API & Automation Toolkit $RBRK offers a full suite of APIs Terraform modules & integrations (ServiceNow vRO Ansible) that let IT teams script backups automate recovery & manage policies as code. This reduces manual toil & enables infrastructure-as-code for data protection"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946852637300682994) 2025-07-20 08:40:14 UTC 4428 followers, XXX engagements "I bought a lot more $glbe today than I anticipated which is all good with me. Now my $rbrk and $glbe positions are within a few 100$ of each other rounding out my top 9"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945165505234370937) 2025-07-15 16:56:10 UTC 4428 followers, XXX engagements "🧠 XX% of ransomware attacks now involve data exfiltration Its not just encryption anymoreattackers are stealing sensitive data to increase their leverage. This creates regulatory legal & brand damage even after a backup restore. Why $rbrk is uniquely positioned:"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945362082834034868) 2025-07-16 05:57:18 UTC 4428 followers, XXX engagements "11a/ Cyber Recovery Vault: $RBRK Cyber Recovery Vault isolates backups in an air-gapped tamper-proof environment preventing ransomware from encrypting or deleting data. It ensures fast clean restores post-attack. -Competes with: Druva Cohesity FortKnox"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946937910177276184) 2025-07-20 14:19:04 UTC 4428 followers, XXX engagements "replaces SIEM. Competes with Splunk Elastic IBM QRadar in the auditing slice. Market: GRC software is $21B in 2025 expected to reach $38B by 2030 with a CAGR of 1213%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946844366376518075) 2025-07-20 08:07:22 UTC 4428 followers, XXX engagements "Portfolio 7/10/25 Top 8=77.18% 18%: $crwd 15%: $zs XX% each: $snow $meli 10%: $ddog 8%: $net 6%: $nu 3%: $glbe Rest: 3%: $amd 2%: $dlo $rbrk $adyey $se $evvty $nvda 1%: $grab $alab $now Small: $iot $ttd Total: $558255.94 Sold: $cybr XX% profit (2 months)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943434927414128700) 2025-07-10 22:19:28 UTC 4428 followers, 13.8K engagements "3/ Ransomware Monitoring & Recovery $RBRK uses AI to detect unusual backup activity (like encryption spikes) alerts early & restores clean snapshots fast. Built for post-attack recovery not endpoint defense. Competes w/ Veeam Cohesity Commvault. TAM: $15B+ growing 15%+"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946769948090437680) 2025-07-20 03:11:39 UTC 4428 followers, XXX engagements "@WJ21331 How do you value this co Why 600s out of curiosity trying to develop a valuation framework as this has been on my watchlist for ages. Think its like double the price that I would pay but sell me on it in the 600s plz I wanna see your pov"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943368200189559048) 2025-07-10 17:54:19 UTC 4430 followers, XXX engagements "$SNOW 2030 Price Target = $XXX Assumptions: Q1 XX rev: $4.08B FY30 rev: $11.88B XXXXX% CAGR FY31 est. rev: $14.02B (+18%) XXX% dilution annually $158.5B Market Cap (EV + 1B$ cash) Exit multiple: 11.25x FY31 revenue (EV/NTM) From $XXX $XXX = XXXX% CAGR"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945641359009845406) 2025-07-17 00:27:02 UTC 4420 followers, XXX engagements "$meli looks destined for a date with the XXX ema at 2306$ maybe sees some resistance at 2342$ (S2 Fib) but I think we dont get this close without at least testing the XXX ema (only X% below)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944845045800296489) 2025-07-14 19:42:47 UTC 4430 followers, 1303 engagements "Trimmed some $net at XXXXXX for $meli at 2391"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944811481402630225) 2025-07-14 17:29:24 UTC 4420 followers, 1015 engagements "New position: $iot Trimmed: $crwd 495-517 $net 182-197 $ttd 75-77 $evvty 80/81 Added to: $rbrk $se $meli $iot (new position)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943435766887002177) 2025-07-10 22:22:48 UTC 4422 followers, XXX engagements "Fully out of $tsm after er in mid 240s. Gonna wait on semi sell off to get back in if I miss more upside so be it"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945853718731129109) 2025-07-17 14:30:53 UTC 4416 followers, XXX engagements "3-year $SNOW cases for 5/1/28 with conservative growth & exit multiples factoring GAAP margin headwinds through lower multiples and muted growth: 🚩Bear (24/21/18.75% 11x) $XXX (+1.5% CAGR) 🟨Base (26/24/23.5% 15x) $XXX (+15%) 🟩Bull (28/25.5/24.5% 19.5x) $XXX (+26.5%)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944414802622681333) 2025-07-13 15:13:09 UTC 4430 followers, 2874 engagements "Swapped half of my $now for $tsm saving lots of dry powder for post earnings crash (hopeful - not likely) or a few red days prior to er"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944831564464185631) 2025-07-14 18:49:12 UTC 4417 followers, XXX engagements "$RBRK According to an Absolute Security survey of XXX U.S. CISOs as reported by ITPro on July XX 2025: XX% of organizations fully recovered within a day XX% took between one and seven days X% took longer than two weeks"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945355047371481154) 2025-07-16 05:29:20 UTC 4428 followers, XXX engagements "The grifters coming out in full force these days. I judge people very harshly on how greedy and pig-like they act in frothy markets and how much people lose conviction/lose control of their emotions in a bear market. But I thank you guys for keeping me grounded always. 🍻"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946703200909681044) 2025-07-19 22:46:25 UTC 4428 followers, XXX engagements "$rbrk isnt just backup. It offers automated sensitive data discovery real-time anomaly detection & exfiltration forensics using metadata across an entire environment. RBRK identifies who accessed what when & what was exposed helping meet GDPR HIPAA & SEC disclosure rules"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945362614185234719) 2025-07-16 05:59:24 UTC 4428 followers, XXX engagements "Ransomware is in a full-blown global explosion $rbrk is one of the few companies built specifically for this. Quick 🧵 First a wild stat: XX% of U.S. businesses reported a ransomware incident in the past year according to a July 2025 CISO survey by Absolute Security"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945353258966380681) 2025-07-16 05:22:14 UTC 4428 followers, 16K engagements "$iot cfo on durability of their growth 👀"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945150578637595048) 2025-07-15 15:56:51 UTC 4420 followers, XXX engagements "2/ Disaster Recovery Orchestration Automates full recovery process after outages/attacks so systems/apps/data come back online quickly/reliably w/out manual steps. Cuts downtime from hrs/days to minutes saving $$/reputation/etc. Competes w/ Zerto & Veeam DR. TAM $10B+ 10%+ cagr"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946768431770169582) 2025-07-20 03:05:37 UTC 4428 followers, XXX engagements "$iot remains bearish under 40$. Know this. Under all emas. Next decent support I see is XXXX at S1 Classic S2 Fib"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945505513862541701) 2025-07-16 15:27:14 UTC 4428 followers, XXX engagements "Trimmed $net at XXX added to $meli at 2400- will show you why in following tweets"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943716933762798023) 2025-07-11 17:00:04 UTC 4422 followers, XXX engagements "@WJ21331 @Rubenslashh Have you looked into $rbrk I feel like it would be right up your alley. More data than cyber I would say"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944850284263694495) 2025-07-14 20:03:35 UTC 4430 followers, XXX engagements "$rbrk FCF expected to increase 1560% from 21.6m to 337m from 2024 to 2027"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945091023442440318) 2025-07-15 12:00:12 UTC 4430 followers, XXX engagements "Important to understand this. $nu using massive Brazil roe as cash cow to fund Colombia and Mexico until they fund themselves. Once they grow enough and they fund themselves they likely can start to think of their next expansion country as they continue to roll all prod in"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946761160524509270) 2025-07-20 02:36:44 UTC 4428 followers, 1892 engagements "While $ASML had initially suggested growth toward XX% for fiscal 2025 but trimmed expectations to XX% $tsm now expected to grow XX% from mid 20s. This one really isnt hard and $tsm was and is decently cheaper"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945835848273965228) 2025-07-17 13:19:52 UTC 4417 followers, XXX engagements "6a/ Cloud Vault (Archiving) $RBRK Cloud Vault offers secure long-term cloud storage for backups & archives helping orgs meet data retention & compliance requirements cost-effectively. It simplifies managing data lifecycles across clouds. Competes with Cohesity Cloud Archive"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946776306667991107) 2025-07-20 03:36:55 UTC 4428 followers, XXX engagements "@PeterCh50082699 Any other picks - of companies I own"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944084220525391967) 2025-07-12 17:19:32 UTC 4412 followers, XX engagements "With $alab as the levered high beta bet on the AI cycle being long/strong enough"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945805079199600912) 2025-07-17 11:17:36 UTC 4414 followers, XXX engagements "asml doing worse (on multi year basis) than bearish cases expected and $tsm doing better than bullish case people expected. Not that hard here folks. Also $asml was a lot more expensive than $tsm prior to both their ers which made no sense"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945835221770744165) 2025-07-17 13:17:23 UTC 4413 followers, 2330 engagements "@jablamsky However you wanna think about it. Tariff expectations now are pretty high. But just tweet whatever you are feeling that second. I dont care - just thought it was funny. I wanted to point it out. We live in a free country where you can say whatever you want"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946345582726914308) 2025-07-18 23:05:22 UTC 4414 followers, XX engagements "After adding cash to these I must increase the valuations by 9.68/share. My bad guys I forgot net cash here on $crwd"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944073005736378512) 2025-07-12 16:34:58 UTC 4428 followers, XXX engagements "$RBRK FedRamp Certificates: FedRAMP Moderate ✅ competitors: Druva Veeam-federal StateRAMP Moderate ✅ comp: Druva-state/local TX-RAMP Level X ✅ comp:limited info-Texas state CJIS & FERPA ✅ comp: Druva Veeam-crim justice/education data DoDIN APL ✅ Comp: Druva"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946056718938493233) 2025-07-18 03:57:32 UTC 4425 followers, XXX engagements "@UnrivaledInvest You should do one of these I find only these X companies attractive $tsm $meli $iot $rbrk $dlo $glbe Def should at least check out rubrik as its a newer ipo and banger in the making"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944947058819129616) 2025-07-15 02:28:08 UTC 4424 followers, XXX engagements "Tried to tell you guys: why own other semis not named $tsm and $nvda been saying this for months maybe longer"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945804787678576920) 2025-07-17 11:16:27 UTC 4414 followers, 1016 engagements "Possible reasons $rbrk down Insider& institutional selling Brown Advisory trimmed TODAY (only 4025 shares) CRO sold 25K shares CFO sold 3.5K shares Multiple directors have sold millions since IPO General Cyberm weakness in market & TA weakness Basically nothing"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945857088447561801) 2025-07-17 14:44:16 UTC 4428 followers, 1568 engagements "Fintwit is obsessed with $spgi and $msci meanwhile $qqq is running laps on them on a X yr chart(50% vs116%). Must be cheap right Well no- both trade at 40x non gaap pe for mid-high single digit growth w minimal margin expansion over next few yrs. premium not deserved imo"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946297324897984729) 2025-07-18 19:53:37 UTC 4430 followers, XXX engagements "$CRWD I will start selling again slowly above XXX more aggressively above 490/500. For now I wait. Im in no rush I only have 10-11 shares left to sell before I get down to my XXX not involved in covered calls"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945581295054057802) 2025-07-16 20:28:22 UTC 4428 followers, XXX engagements "If current growth rates hold up: 2045 would see: X. SEA GDP at 50T X. USA GDP at 44T 2a. India GDP at 44T X. LatAm GDP at 35T X. EU GDP at 34T X. Africa GDP at 24T New world order coming. Companies like $glbe & $dlo should see massive benefits as well as COs operating locally"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943550011268305129) 2025-07-11 05:56:46 UTC 4428 followers, 6152 engagements "@KobeKapital I would add these meme shit cos on same level or worse $RUM $COIN $OPEN $NNE $SOUN $qbts $RBLX $QS $Arqq $EVTL $EVEX $LWLG $QUBT $UPST $NET"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946679930734993788) 2025-07-19 21:13:57 UTC 4428 followers, XXX engagements "✅ Why $rbrk is uniquely positioned: AI-driven data classification in every snapshot Anomaly detection to catch exfiltration attempts Forensic visibility into file access: what who when This enables security teams to: Identify stolen data instantly"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945366118069129450) 2025-07-16 06:13:20 UTC 4430 followers, XXX engagements "$ITECH.ST looks very attractive. Ive not studied the business but maybe I will. The metrics look great valuation looks more than fair. Supposed to grow from 24-27: Revenue from 179m to 313m Gross Profit growing faster-95.1m to 175m 12.4x p.e 2027 Interesting"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945517922153091523) 2025-07-16 16:16:33 UTC 4430 followers, 1476 engagements "Someone explain to me why $crwd trades at 16x ev/ 2027 sales and 20.2x ev 2027 gp. I just dont get it. Revenue growth been falling off a cliff & margins been getting worse- yes I know the incident but still- market just giving full credit for them getting margins back growth"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946948387561189467) 2025-07-20 15:00:42 UTC 4428 followers, 2590 engagements "Out of $mndy at XXX dont wanna get stuck here if sw draws down hard personally. I need more margin of safety. Somewhere in 200-250 range would be more attractive to me to underwrite competitive forces"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944754701737857159) 2025-07-14 13:43:47 UTC 4428 followers, XXX engagements "Trimmed a few shares of $se at XXXXXX - just a few of the shares I picked up last week between 147.5-150. Still have a few more shares than I had going into last week (kept all shares from 143-147.5)- put some of the money into $meli"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945564340997808484) 2025-07-16 19:21:00 UTC 4420 followers, XXX engagements "Best r/r I see now: $rbrk $meli $glbe $iot $dlo Honorable mentions: $tsm $alab (prefer on 10-15% sell offs) $se & $nu is attractive on a XX% dip. Attractive on 20-30% sell off: $se $ddog $zs $snow $adyen * $evo attractive ONLY if fundamentals flip in coming Qrtr/s* You"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945675938915815788) 2025-07-17 02:44:27 UTC 4428 followers, 3098 engagements "I think I should also account for net take rates dropping which I think can drop by 5-15% per year. Might just end up using this and one valued by p/e where I assume different net take rates in each scenario. I think it makes sense to do it that way for $dlo my PT will drop"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944844669726441979) 2025-07-14 19:41:17 UTC 4430 followers, XXX engagements "5a/ SaaS App Backup Protects cloud apps like Office XXX Salesforce & Google Workspace from accidental deletion corruption/ransomware. One unified platform for both SaaS and onprem data simplifies management. $RBRK Go holds XXX% mindshare in the SaaS backup category"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946775366309228665) 2025-07-20 03:33:11 UTC 4428 followers, XXX engagements "@jablamsky Its funny how in a few months you went from saying that this admin was setting your parents retirement back XX years to now seeing the market running for 2-3 years. Quite common here on fintwit to change sentiment so much on the same policies. Price action=sentiment here"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946340986398843353) 2025-07-18 22:47:07 UTC 4430 followers, XXX engagements "$rbrk not in the top XX highest valuations in SaaS"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946318510394646772) 2025-07-18 21:17:48 UTC 4428 followers, 1312 engagements "Ive laid out X realistic scenarios for $meli included net cash no dilution. X year framework (post q1). Kept simple. Assumes 4-6x sales 20-30% growth. 👑 🐂 case= $5819 PT by end of 1h 2028 🐂 case= $4310 PT by end of 1h 2028 🐻 case= $3051 PT by end of 1h 2028"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943727056572838274) 2025-07-11 17:40:17 UTC 4422 followers, 3121 engagements "So far Ive analyzed valuations of $meli $zs $crwd $net Rankings so far: X. Attractive on mild assumptions: $meli X. Less attractive on mild assumptions w high exit multiple: $zs X. Unattractive even on high ests: $crwd X. Wtf ill be lucky to be even in X years: $net"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944064415747215454) 2025-07-12 16:00:50 UTC 4422 followers, 4431 engagements "$RBRK Rubrik ranks #1 in next-12-month sales sentiment among SaaS AEs (4.41/5) per RepVue. Ahead of names like Gong Databricks Zscaler ServiceNow and CrowdStrike. Sample sizes vary but worth noting as a potential signal for GTM momentum"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945999768028614733) 2025-07-18 00:11:14 UTC 4428 followers, 2970 engagements "Trimmed $crwd at XXX for $rbrk at XXXXX right above XX Ema pre market"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943656568156799140) 2025-07-11 13:00:11 UTC 4427 followers, XXX engagements "I increased my $rbrk position by nearly XX% this AM in that nice sell off 83.3-84.7- Close to X% position now or XXXXX shares. Back above the XX day Ema. for now. Consolidation after such a massive move from ipo without a total collapse is fine with me. Or send it to XX 🤷♂"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945872945600991327) 2025-07-17 15:47:17 UTC 4416 followers, XXX engagements "Trimmed some $net at XXXXX for $meli at 2394"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945247219596083491) 2025-07-15 22:20:52 UTC 4420 followers, XXX engagements "$DDOG 3-year outlook based on X year average p/s as exit mult 🚀🐶 🟥 Bear: XX% growth XX sales $150/sh (+3.1% CAGR) 🟨 Base: XX% growth XX sales $210/sh (+15.3%) 🟩 Ultra Bull: XX% growth XXXX sales $291/sh (+28.5%) Dilution from 2.9%2.3%/yr + $2B net cash 💵"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944195573793665087) 2025-07-13 00:42:00 UTC 4428 followers, 7191 engagements "The users $iot sell to are mostly antiquated-just getting started here. I need to learn more but this seems like XX yr durable growth potential. Expect them to maintain XX% growth till 2.5-3b rev or Im wrong. Seems like a similar play as $axon for diff industry w larger tam"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943818520082448817) 2025-07-11 23:43:44 UTC 4428 followers, XXX engagements "$RBRK 2030 Price Target = $XXX Assumptions: Q1 XX rev: $278.48M FY30 rev: $3.72B XXXXX% CAGR FY31 est. rev: $4.39B (+18%) XXX% dilution annually $800M Net Cash $53.04B Exit multiple: 14.04x FY30 / 11.9x FY31 From $XXXXX $255= XXXXX% CAGR Thoughts"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945573020329722108) 2025-07-16 19:55:29 UTC 4428 followers, 2241 engagements "Breaking news: Something is broken $crwd is down almost X% in X month- X% off highs warren buffet once said to be greedy when theres blood on the streets. Time to load up the truck on this generational company Warren will be proud if I do right"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945155958444888298) 2025-07-15 16:18:14 UTC 4424 followers, XXX engagements "Might start pushing some $zs into $rbrk likely will trim ZS at XXX very slowly for RBRK under XX. If spread widens I start doubling down heavier. Never trimmed $zs but trades more expensive on most metrics I track and growth has been going down fast and its XX% of portfolio"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946706994380820602) 2025-07-19 23:01:30 UTC 4428 followers, 1425 engagements "Even with me being optimistic $net and $crwd dont come close to beating the market in this scenario. They have to obliterate estimates"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944086316804976743) 2025-07-12 17:27:51 UTC 4426 followers, XXX engagements "Ranking my 3-year targets by CAGR (from current prices) for X years from now but lets just say 5/1/2028: X. $RBRK +20.8% CAGR PT: $XXX X. $IOT +16.7% CAGR PT: $XXXXX X. $DDOG +15.1% CAGR PT: $XXX X. $MNDY +12.3% CAGR PT: $403"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944364162395591138) 2025-07-13 11:51:55 UTC 4428 followers, 1280 engagements "$DLO From 38x p/s on first close to 2.71x 2025 ev/revenue today. Theres no way multiple compresses from here right"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945670733671395501) 2025-07-17 02:23:46 UTC 4430 followers, 1664 engagements "My High Quality GARP Watchlist- I consider high quality that for me are prime for swing trading when the valuation is RIGHT ONLY. Ive traded many of these before. $ANET $ASML $AVGO $CPNG $DNOPY $FTNT $GTLB $INTU $ISRG $MNDY $MPWR $MSFT $PANW $PCOR $TTD $UBER $VEEV $WDAY"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945649358181208238) 2025-07-17 00:58:50 UTC 4428 followers, 3008 engagements "$adyen LinkedIn announcement on stable coins"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943366846213677152) 2025-07-10 17:48:56 UTC 4430 followers, XXX engagements "@GabGrowth $meli is wild to me as well. No ai super cycle weve lapped Covid a long time ago and they are still growing XXX% in X years. 41.3B estimates for 2027"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946394705471717766) 2025-07-19 02:20:34 UTC 4430 followers, XXX engagements "$NET I sold all the shares that are not involved with covered calls. I will sit with my XXX shares and try and make more money via premiums in the mean time while trying to hold onto my shares and or sell for a lot higher price"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945575814684156255) 2025-07-16 20:06:35 UTC 4428 followers, 1770 engagements "The picture is $zs revenue growth btw by the quarter You can see a meaningful dip as Covid happened and Covid completely re-accelerated their biz. But now its back to prior trend. Great company but while valuation is rich I think its time to think about lower from XX $rbrk"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946707527841820841) 2025-07-19 23:03:37 UTC 4428 followers, XXX engagements "30% of companies hit multiple times suffered 3+ ransomware attacks- 2023 Cybereason survey. XX% of orgs reported being hit 10+ times in 2-year period- 2024 Halcyon report. XX% of healthcare providers faced ransomware attacks 3+ times in the last X yrs- 2023 HIPAA Journal"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945367945938350589) 2025-07-16 06:20:36 UTC 4430 followers, XXX engagements "4b/ Most companies dont know what sensitive data is hiding in backups. $RBRK adds deep visibility + auditability not just for live data but stored snapshots too. Big edge in regulated sectors like healthcare finance and gov"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946772983415984567) 2025-07-20 03:23:43 UTC 4428 followers, XXX engagements "@TheLongHappy Argentina/US/Chile/Peru are my top X guesses. But it could be somewhere we dont expect as well"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946763526619406725) 2025-07-20 02:46:08 UTC 4430 followers, XX engagements "10a/ Multi-Cloud Data Protection $RBRK protects workloads across AWS Azure GCP $orcl & on-premall from X unified platform. Built-in automation security &compliance simplify hybrid environments & eliminate vendor lock-in. Huge advantage as Dispersed cloud infrastructure grows"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946929591227937169) 2025-07-20 13:46:01 UTC 4428 followers, XXX engagements "Just made an interesting move. Havent bought this stock since April 7th. I trimmed some $crwd at XXXXX and saw no better place to place my money than in $meli at 2487 at XXX ev/gp. I think $meli is attractive under 10x meanwhile $crwd is 32x and growing slower. No brainer"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943028986440790281) 2025-07-09 19:26:24 UTC 4428 followers, 2130 engagements "Trimmed some $crwd at XXXXXX for $meli at 2381"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943308244853690559) 2025-07-10 13:56:05 UTC 4422 followers, XXX engagements "While I think my exit mults for $zs $crwd $net are high for this exercise Im valuing off past X years of data to try & strip my biases. This goes against $meli btw Price targets & CAGRs for 5/1/28 X. MELI- $4393 +22.3% X. ZS- $XXX +14% X. CRWD- $XXX +5.7% X. NET- $XXX +1.3%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944081907945283891) 2025-07-12 17:10:20 UTC 4428 followers, 7578 engagements "Ransomware threats quadrupled in a year (2024) Barracudas Managed XDR data shows that ransomware threats increased 4x during 2024evidence of an accelerating cybercrime outbreak that drives natural demand for cyber-resilient backup solutions as companies are under-invested"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945359999644959219) 2025-07-16 05:49:01 UTC 4418 followers, XXX engagements "@RedCoatChicago I hear you I also like $dlo $rbrk $iot (bearish chart as well) and $glbe atm.if $tsm / $alab $nvda ever hit their XX Ema I would love to buy"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945939902920528074) 2025-07-17 20:13:21 UTC 4430 followers, XXX engagements "Is the local bottom for $rbrk (pre earnings low)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945515694407258129) 2025-07-16 16:07:42 UTC 4430 followers, 1573 engagements "$rbrk CTO in a event interview from X weeks ago. First time I heard him speak this long. Good stuff"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945313567424565353) 2025-07-16 02:44:31 UTC 4430 followers, 1040 engagements "$RBRK going to war with that XX Ema fighting hard to stay above. Healthy consolidation on the XX. Hope this breaks tbh as bunch of support in low 80s/high 70s (where the XXX Ema and other support lies at 78.7). You also have classic s1 @ XXXX & Fib S2 at 81"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944786926453563666) 2025-07-14 15:51:50 UTC 4430 followers, 1940 engagements "Okay I lied 😂 Sold some $crwd at XXXXX for $rbrk at XXXXX and. A new position of XX shares on $iot at XXXXX. Had no idea this stock was priced pretty well. Will only add if it goes lower"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943329726602334531) 2025-07-10 15:21:26 UTC 4420 followers, 2619 engagements "$IOT valuation 1q 2028 (dilution/net cash included) 🟥 Bear: XX% rev growth 11x sales $XXXXX (+5.0%/yr) 🟨 Base: XX% 15x $XXXXX (+19.5%/yr) 🟩 Ultra Bull: XX% 19.5x $XXXXX (+29.2%/yr) Pretty big upside in both base case and ultra bull"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944218945835163935) 2025-07-13 02:14:53 UTC 4420 followers, 4407 engagements "$RBRK 3-year price targets based on ptntl scenarios 🔐📈 🟥 Bear: XX% growth 11x sales $100/sh (+5.7% CAGR) 🟨 Base: XX% growth 14x sales $142/sh (+18.8%) 🟩 Bull: XX% growth 17.5x sales $205/sh (+32.0%) All include dilution varying from 2.53.5% + $500M net cash"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944211286520102943) 2025-07-13 01:44:27 UTC 4428 followers, 9213 engagements "$rbrk won the battle with the XX now back in 87s. Could easily be more XX ema encounters before a bigger pop (catalyst either way would be er). But so far its bullish that we are back above the XX. I 👀 basic technical analysis but keep it super simple when adding"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945162238425202900) 2025-07-15 16:43:11 UTC 4430 followers, XXX engagements "At this point Im running low on patience for $evvty $evo - will likely sell some if the pop is decent enough today. Insane thesis creep here. I dont like to hold turn around stories. I didnt buy it as one but I also thought it stupid to sell for too low of a price. Will lyk"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945807755295535193) 2025-07-17 11:28:14 UTC 4417 followers, 2032 engagements "May 2028 price targets (based on reasonable inputs): 🎯 $DLO $XXXXX XXXX% CAGR 🎯 $GLBE $XXXXX XXXX% CAGR 🎯 $SNOW $XXX XXXX% CAGR 🎯 $NOW $1174 XXX% CAGR"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1944776044055003272) 2025-07-14 15:08:35 UTC 4417 followers, 1207 engagements "CTO/CIOs see $rbrk as the cheaper alternative to not being protected: 💸 Average recovery cost for a ransomware attackincluding downtime incident response negotiations & remediationwas $4.5M -The Absolute Security survey of XXX U.S. CISOs (7/2025)"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945354144799178934) 2025-07-16 05:25:45 UTC 4428 followers, XXX engagements "@jablamsky So you think the Trump Admin blows something up but you also expect QQQ S&P SMH to run for next 2-3 years but you also think your parents retirement will be set back in a XX year setback. Got it. Maybe its better to acknowledge predicting short term is hard/not worth it"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946343634195927082) 2025-07-18 22:57:38 UTC 4430 followers, XX engagements "9b/ a big deal for large orgs & service providers. Competes with: Cohesity Commvault and Veritas. Market size: $34B+ growing 10%+ annually"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946852810353439196) 2025-07-20 08:40:55 UTC 4428 followers, XXX engagements "Added more $rbrk at XXXXX finally a washout day"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945852784684749254) 2025-07-17 14:27:10 UTC 4430 followers, XXX engagements "Trimmed $evvty at XXXXX also trimmed $grab XXXX and added to $rbrk at 84.77$"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945845965526536571) 2025-07-17 14:00:04 UTC 4430 followers, XXX engagements "@iramneek India should probably leave brics and have some decent companies on nasdaq if they want to gain actual investor $$$"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946190580175741146) 2025-07-18 12:49:27 UTC 4420 followers, XXX engagements "1 year after travel meltdown Delta- $CRWD dispute far from over Delta says those few days cost it more than $500M.Delta CEO said they had to manually touch/reboot 40000 servers to recover & was hit hardest because it was more dependent on $CRWD $MSFT"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946586319922012627) 2025-07-19 15:01:59 UTC 4428 followers, XXX engagements "The exact cagr here for $rbrk is XXXXX% I calculated it wrong"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945641573154189380) 2025-07-17 00:27:53 UTC 4430 followers, XXX engagements "John Chambers called that $rbrk would be one of the hot stocks of the next decade. X years ago 👀"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945308437606223994) 2025-07-16 02:24:08 UTC 4430 followers, 1606 engagements "Are you more bullish $se or $meli or $nu until the end of 2028"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946595932432105884) 2025-07-19 15:40:10 UTC 4428 followers, 1118 engagements "@samsolid57 Resorting to kind of pumping penny stocks now I see"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945622162573807745) 2025-07-16 23:10:46 UTC 4428 followers, XXX engagements "I created X lists with the fastest XX SW cos at 275-290m$/q scale since 2015 that are still relevant today. One= ZIRP era list which growth= much higher for due to the times. 2nd = post zirp list for cos who hit this scale more recently. $rbrk $net $iot $zs $snow $crwd $ddog"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1943689162932036085) 2025-07-11 15:09:43 UTC 4428 followers, 2941 engagements "@cosmo_onchain Its coming from other inflated names. Its not new money- I wouldnt be placing new money into $meli here personally"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945939035559465136) 2025-07-17 20:09:54 UTC 4418 followers, XXX engagements "$CRWD 2030 EOY Price Target & Assumptions: TTM revenue (Q2 24Q1 25): $4.13B 2030 revenue: $12.93B (22% CAGR) 2031 revenue (+18%): $15.25B EV/Sales multiple (2031): 16x XXX% annual dilution EV (2031): $245B ($1B Cash) Price target= $745/share Price CAGR 8.5%"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945615785847570807) 2025-07-16 22:45:25 UTC 4428 followers, 1015 engagements "Cumulative revenue growth estimates for the X years from 2025 to 2027. My LT investable universe for growth ideas *I own all but the starred ones (16/23)* 1/2 X $ALAB XXX% X $NVDA XXXXX X $RBRK XXXXX X $NU XXXXX X $DLO XXXXX X $NET XXX X $GLBE XXXX X $MELI XXXX X. $SNOW 91.7"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946382066469232835) 2025-07-19 01:30:21 UTC 4428 followers, 7934 engagements "This is the first poll Ive done where it was split 50/50. Ill have to run it again at end of week. $rbrk"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1945883081824432150) 2025-07-17 16:27:34 UTC 4417 followers, XXX engagements "@jablamsky Completely mis-interpreted my tweet. I criticised those travelling with babies not children. And those not visiting elder relatives- everyone else. And I stand by it. When the market goes down Im sure youll call for the biggest bear market youve ever seen"  [@davey_juice](/creator/x/davey_juice) on [X](/post/tweet/1946346954050429288) 2025-07-18 23:10:49 UTC 4414 followers, XX 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.]
@davey_juice Frank Slootman’s Abandoned Projects
Frank Slootman’s Abandoned Projects posts on X about $rbrk, $meli, $crwd, $net the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +14%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +120%
- X Year XXXXXXXXX -XX%
Mentions: XXX #
- X Week XXX +49%
- X Month XXX +27%
- X Months XXXXX +176%
- X Year XXXXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +4.30%
- X Months XXXXX +17%
- X Year XXXXX +26%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% exchanges XXXX% social networks XXXX%
Social topic influence $rbrk #1, $meli #12, $crwd #7, $net #14, $iot #1, $dlo #17, $glbe #3, $tsm 4.69%, $snow #16, $zs #6
Top accounts mentioned or mentioned by @gabgrowth @justuravgstonk @wj21331 @redcoatchicago @jablamsky @wolfofharcourt @sergeycyw @simeonresearch @rubenslashh @bullishbytes777 @escvel0city11 @nws4702 @william06047130 @tweetsquixotic @minnvestor @fundasyinvestor @lukacapital @xedjones @joinyellowbrick @jamesschladt
Top assets mentioned Rubrik, Inc. (RBRK) MercadoLibre Inc (MELI) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Helium IOT (IOT) DLocal Limited Class A Common Shares (DLO) Global-E Online Ltd. Ordinary Shares (GLBE) Taiwan Semiconductor (TSM) Snowflake, Inc. (SNOW) Zscaler Inc (ZS) Datadog Inc (DDOG) Now Coin (NOW) monday.com Ltd. Ordinary Shares (MNDY) Sea Limited (SE) NuCypher (NU) Grab Holdings Limited Class A Ordinary Shares (GRAB) Astera Labs, Inc. Common Stock (ALAB) Trade Desk, Inc. (TTD) NVIDIA Corp. (NVDA) Axon Enterprise, Inc. (AXON) CyberArk Software Ltd. (CYBR) Microsoft Corp. (MSFT) Coupang, Inc. (CPNG) Procore Technologies, Inc. (PCOR) Advanced Micro Devices (AMD) Veeva Systems, Inc. (VEEV) Monolithic Power Systems, Inc. (MPWR) Palantir (PLTR) Shopify Inc (SHOP) Arista Networks Inc (ANET) Broadcom, Inc. (AVGO) Fortinet Inc (FTNT) GitLab Inc. Class A Common Stock (GTLB) Intuit Inc. (INTU) Intuitive Surgical, Inc. (ISRG) Palo Alto Networks Inc (PANW) Uber Technologies, Inc. (UBER) Workday Inc (WDAY) Klaviyo, Inc. (KVYO) ServiceNow Inc (NOW) Adobe, Inc. (ADBE) Dell Technologies, Inc. (DELL) Applovin Corporation (APP)
Top Social Posts #
Top posts by engagements in the last XX hours
"My high quality/high growth watchlist. Id consider being long any of these for longer time periods. While I can/do swing some of these ideally Id like to find a good price and go long for years. $ARM $AXON ($400) $CYBR (9-10x NTM EV/Rev) $PLTR (100-125b) $SHOP $TSM (50 EMA)"
@davey_juice on X 2025-07-18 02:04:29 UTC 4428 followers, 1578 engagements
"Why this is a problem: Most backup and disaster recovery solutions are built to restore data not to detect if it was stolen or prove what was taken. That leaves companies in the dark unsure what was exposed and unprepared to comply with regulators (like the SEC GDPR HIPAA)" @davey_juice on X 2025-07-16 06:10:19 UTC 4418 followers, XXX engagements
"@HighBetaBrendan I think this is a 5-7 year hold and a 5-10% position. The same way I thought of $ddog $crwd $net $snow $zs 3-5 years ago" @davey_juice on X 2025-07-20 14:48:35 UTC 4428 followers, XX engagements
"$rbrk now larger than $dlo to become my 10th largest position. Im going to make it a top X if the market allows for it" @davey_juice on X 2025-07-11 13:47:35 UTC 4430 followers, 1158 engagements
"@SimeonResearch_ @escvel0city11 For me its because its too complicated to buy these names. Also Europe is stagnant economy so its tough to put too many eggs there. I really like $adyen though I have no doubt you can make money in these names" @davey_juice on X 2025-07-07 17:16:35 UTC 4430 followers, XXX engagements
"55% of victims were extorted a 2nd time Why this matters: Attackers increasingly re-extort companies even after ransomware recovery. Most backup tools dont help after the 1st encryption is undone. Why $rbrk is uniquely positioned: RBRKs Zero Trust Data Security model builds" @davey_juice on X 2025-07-16 06:04:06 UTC 4430 followers, XXX engagements
"$MELI $NU Latin America GDP (PPP): 2004: $5.55T 2014: $9.42T 2024: $14.16T CAGR: 20042024: XXX% 20142024: XXX% Outpaced both U.S. (2.3%) and EU (1.85%) over the past decade. At current growth rates LatAm will surpass the EU in PPP GDP by the year 2045" @davey_juice on X 2025-07-11 05:38:55 UTC 4428 followers, 7088 engagements
"@wolfofharcourt Im at the point where I have like6 names of high quality that are what I perceive as cheap. Im gonna keep banging em. $dlo and $glbe are getting full but Ill still lightly add them At these prices I only like: $meli $dlo $glbe $rbrk $iot $tsm to buy" @davey_juice on X 2025-07-15 01:33:38 UTC 4424 followers, XXX engagements
"immutable backups and delivers forensic-level insights into breach scope and infection radius. Unlike legacy vendors $rbrk can prove what data was accessed and prevent reinfection enabling a cyber recovery posturenot just backup" @davey_juice on X 2025-07-16 06:04:45 UTC 4430 followers, XXX engagements
"$snow punches ahead of its weight class w bigger deals than companies way larger such as $adbe and $now $net obviously impressive as well on this list" @davey_juice on X 2025-07-14 19:34:38 UTC 4417 followers, 1579 engagements
"6b/ Dell EMC and Veritas. Market size: $7.58B in 2023 projected to reach $18.89B by 2030 growing at a CAGR of 14.1%" @davey_juice on X 2025-07-20 03:37:43 UTC 4428 followers, XXX engagements
"Valuing $NET to Q1 2028 under different growth dilution & multiples (optimistic) Ultra Bull: XX% growth X% dilution 24x sales = $88B (very aggressive). Bull: XX% growth XXXX% dilution 19x sales = $64B (realistic but bold). Bear: XX% growth XXX% dilution 15x sales = $45B" @davey_juice on X 2025-07-12 13:37:25 UTC 4428 followers, 1550 engagements
"🕵 XX% of victims dont know if data was stolen Why this matters: If you dont know what was taken you cant respond correctly. That means failed breach reporting regulatory penalties & loss of customer trust. Why $rbrk is uniquely positioned: RBRKs Data Threat Engine" @davey_juice on X 2025-07-16 06:21:58 UTC 4428 followers, XXX engagements
"Where would I buy $now Short answer for me: Under XXX its attractive. Over XXX I will begin to trim again. Fair value zone: 790-970$. Approaching overvalued territory again soon imo and will subsequently trim again. Slowly starting above $XXX. I see bettter opptys" @davey_juice on X 2025-07-14 16:32:07 UTC 4417 followers, 1679 engagements
"@zoomyzoomm @ChudCap I think its beneficial to wait one more quarter to see if sequential revenue growth continues to slowly reaccelerate. If it does thats bullish to me" @davey_juice on X 2025-07-17 21:41:16 UTC 4418 followers, XX engagements
"@RedCoatChicago Yes. Its the company I doubt the most and Ill likely wind up trading again when they have a nice pop and let go of my shares. When this model shows me XX% cagr I can buy heavier. This model showed me I need to be more patient on $mndy to enter give myself more room. Lets see" @davey_juice on X 2025-07-13 11:49:04 UTC 4425 followers, XXX engagements
"2/2 XX $IOT XXXX% XX $CYBR * XX XX $AXON * XXXX XX $ADYEN XX XX $KVYO * XXXX XX $CRWD XX XX $SHOP * XXXX XX $APP * XXXX XX $DDOG XXXX XX $ZS XXXX XX $ARM * XX XX $TSM * XXXX XX $SE XXXX XX $AMD 70.5" @davey_juice on X 2025-07-19 01:38:42 UTC 4430 followers, XXX engagements
"Have any $iot bulls dived deep into Motive their biggest direct competitor They seem to be a strong competitor" @davey_juice on X 2025-07-10 21:44:24 UTC 4420 followers, XXX engagements
"@William06047130 Narrative is bs when fundamentals show me this per $crwd The deceleration shows no signs of stopping. Until I see it happen- all bark no bite" @davey_juice on X 2025-07-20 14:58:29 UTC 4428 followers, 2646 engagements
"$RBRK Not sure Ive seen a stock move like this on zero news during a calm market in a while. This looks like a one time liquidation event. Worth noting: institutions own a lot of the float and RBRK was sitting above major support jumped right back above. Were you buying dip" @davey_juice on X 2025-07-17 16:18:45 UTC 4415 followers, XXX engagements
"Ignoramuses around the world cant grasp that the Druze wanted the Israelis to save them for years and now that they did they want to be part of Israel. The rest of the world condemned Israel for helping save these people and now the people they saved want to join Israel 😂" @davey_juice on X 2025-07-19 18:13:20 UTC 4430 followers, XXX engagements
"As a reminder $glbe has released a multi year framework of guidance that covered 2025-2028. GMV growth: high 20s to low 30s Revenue growth: mid 20s Non gaap gross margin: high 40s FCF margin: mid to high 20s $glbe has very little sbc so unadjusted and adjusted # are similar" @davey_juice on X 2025-07-10 17:31:35 UTC 4428 followers, 5094 engagements
"$iot has consistently bottomed around this 33-37 range for the past XX months. Most of their competitors are either legacy and outdated or niche start ups that arent fully vertically integrated. Their biggest competitor is Motive which actually is apparently doing more revs" @davey_juice on X 2025-07-10 15:31:58 UTC 4420 followers, 1066 engagements
"@JustUrAvgStonk Have you researched motive. Seems to be double the size and growing faster. Its my biggest concern" @davey_juice on X 2025-07-10 15:47:14 UTC 4428 followers, 1251 engagements
"I felt I was overtly bullish for $ddog as well so did same as I did for $iot I added base case XXX that accounts for 1000-1500 bp beats per annum. Use slightly lower exit multiple even though I felt I used X that aligned. For this case- XXXX% rev cagr 13.5x sales =12.1% cagr" @davey_juice on X 2025-07-13 11:45:29 UTC 4418 followers, XXX engagements
"11b/ TAM: $5.9B in XX projected to reach $11.2B by XX Ransomware attacks increasingly go after backup systems. Rubrik Vault ensures: Immutable backups Quarantined restore points Clean fast recoveries =What insurance regulators/boards want post-breach $RBRK" @davey_juice on X 2025-07-20 14:23:21 UTC 4428 followers, XXX engagements
"📈 Price Targets & 3-Year CAGR (5/1/28) X. $MELI $4393 +22.3% CAGR X. $RBRK $XXX +20.8% CAGR X. $IOT $XXXXX +16.7% CAGR X. $DDOG $XXX +15.1% CAGR X. $ZS $XXX +14.0% CAGR X. $MNDY $XXX +12.3% CAGR X. $CRWD $XXX +5.7% CAGR X. $NET $XXX +1.3% CAGR" @davey_juice on X 2025-07-13 12:06:49 UTC 4428 followers, 3342 engagements
"After doing my analysis and seeing $dlo only one where my price target clears even a XX% cagr on very very modest expectations and valuation I added a bit with some $net funds here at XXXXX will make this position a little bigger if we go back to 10s 25$ by mid 2028" @davey_juice on X 2025-07-14 17:36:09 UTC 4430 followers, 2805 engagements
"$RBRK 🧵 Rubrik Modules Each Module Explained 1/ Backup & Recovery Immutable backups protect your data from ransomware or deletion. Rubriks tamper-proof snapshots beat legacy tools like Veeam & Commvault. TAM: $15B+ growing X% annually" @davey_juice on X 2025-07-20 03:00:32 UTC 4428 followers, 7607 engagements
"I made a lot more aggressive assumptions w $crwd than $rbrk and still $rbrk cagr came out to almost XX% while $crwd was 8.5%" @davey_juice on X 2025-07-16 22:47:36 UTC 4428 followers, XXX engagements
"$net hit 30x multiple before. October X 2020 while trailing growth was 49.25%. They grew XX% XX% XX% the next X years CAGR (annualized) XXXX% per year Total growth XXXXX% (2.46 increase) Total revenue added $860m But the stock was worth 85$ again XX months later" @davey_juice on X 2025-07-13 13:54:52 UTC 4428 followers, 1207 engagements
"@onodacapital1 This tweet is so on point. $net is almost back at its 2021/22 ath 3-4 years later lol $snow still down 50%" @davey_juice on X 2025-07-19 20:38:44 UTC 4430 followers, XX engagements
"@RedCoatChicago Im looking at relative valuation these adds are all coming from sales. So its a different way of looking at it. As others rise I keep putting $ into $meli as r/r gets better instead of waiting for one price. What if $meli hits XXX ma when other stocks crash more first" @davey_juice on X 2025-07-17 20:09:08 UTC 4418 followers, XXX engagements
"Valuing $CRWD to Q1 2028 under X (aggressive) scenarios: Ultra Bull: XX% rev CAGR XXX% dilution XX sales XXXX% CAGR $XXX stock Bull: XX% rev CAGR XXX% dilution XX sales XXX% CAGR $XXX Bear: XX% rev CAGR XXX% dilution XX sales -XXX% CAGR $345" @davey_juice on X 2025-07-12 13:52:16 UTC 4428 followers, 3784 engagements
"What stocks stand out to you that are estimated to be growing XX% cagr thru end of 2027 that trade at a valuation you can pencil out market beating returns without making crazy assumptions. Thinking time horizon as end of 2027 (2.5 years) For me: $rbrk $glbe $meli $dlo $iot" @davey_juice on X 2025-07-15 22:27:41 UTC 4424 followers, 3127 engagements
"Maybe Im more patient and wait till +300/310 if $crwd goes up as well. That one is way more overpriced and also a bigger position in my portfolio. These are good problems to have btw. Companies going up and being too overvalued that youve owned for years" @davey_juice on X 2025-07-19 23:06:55 UTC 4428 followers, XXX engagements
"Small trim of $grab at XXXX trimmed a bit of $tsm @ XXXXX $net near XXX placed the funds into $glbe $rbrk and $iot" @davey_juice on X 2025-07-15 15:39:02 UTC 4425 followers, XXX engagements
"Lastly Growth company w/out gaap profits that I continue to Monitor: $kvyo $mndy $mdb Speculative (for one reason or another) and or not profitable companies that I monitor $acmr (China revs but us company) $acls same as above 👆 $cday $xpel $hims $pcor $cflt $skyt $iot" @davey_juice on X 2024-01-03 03:17:23 UTC 4429 followers, 7679 engagements
"$NOW 3-Year Valuation Framework 🧮 🟥 Bear Case Rev CAGR: XX% Exit: XX Target: $XXX CAGR: -XXX% 🟩 Base Case Rev CAGR: XXXX% Exit: XXXX Target: $1233 CAGR: +9.5% 🟦 Bull Case Rev CAGR: XXXX% Exit: XX Target: $1427 CAGR: +14.9%" @davey_juice on X 2025-07-14 05:41:44 UTC 4417 followers, 3961 engagements
"Portfolio 7/17/25 Close: Top 8=82.35% 18%: $CRWD 15%: $ZS XX% each: $MELI $SNOW 10%: $DDOG X% each: $NET $NU 4%: $RBRK Other 10=17.65% X% each: $GLBE $AMD $DLO X% each: $ADYEY $NVDA $SE X% each: $EVVTY $GRAB $IOT $ALAB Total: $560776.66 YTD Thru 7/16: +26.9% vs $QQQ +9.9%" @davey_juice on X 2025-07-17 21:19:57 UTC 4428 followers, 5261 engagements
"$GLBE 5/1/28 🚩 Bear Case: XXXX% rev CAGR (25/23/20%) 5.25x multiple $XXXXX (5.06% CAGR) 🟨 Base Case: XXXX% rev CAGR (26.5/25.5/24.5%) 8.5x multiple $XXXXX (15.53% CAGR) 🟩 Bull Case: XXXX% rev CAGR (32.5/28.5/26.5%) 12.5x multiple $XXXXX (21.21% CAGR) Attractive" @davey_juice on X 2025-07-14 06:19:22 UTC 4428 followers, 6216 engagements
"To put $net valuation into perspective look at the p/s of NET over the past X years. This is 70-110% higher than avg p/s its been since the Covid bubble popped. hadnt gone past low to mid 20s for over X years w low of XX. Now p/s lies at XX with the growth significantly slower" @davey_juice on X 2025-07-10 23:08:51 UTC 4418 followers, 1896 engagements
"I fully sold out of $now earlier around XXX. Dont wanna take the valuation risk into er personally. Sure it does well but maybe its priced for perfection To me seems like it. Ill take my XX% gain in X year here and move on. This is now on my GARP Watchlist" @davey_juice on X 2025-07-17 19:51:27 UTC 4417 followers, XXX engagements
"I would genuinely need to see $axon at 400-450 to want to buy it. Nothing on any of my watch-lists looks even mildly attractive and a couple stocks I own are now bloated as well. So I will continue to concentrate within my portfolio in names I see highest r/r" @davey_juice on X 2025-07-15 01:23:36 UTC 4429 followers, 1067 engagements
"$DLO stocks been weak so Im using conservative assumptions. Both my bear and base case growth are well below consensus and my bear case exit multiple is rock bottom at 3x sales. Even with this returns look very attractive. Hard to miss. $XXXX Price Target by 5/2028" @davey_juice on X 2025-07-14 14:54:25 UTC 4428 followers, 8992 engagements
"Try watching this video and not getting bullish on $iot this may be the earliest inning saas company Im invested in-in terms of oppty in sector. I also dont see much competition after further 👀-the only fully integrated end to end co. 2nd inning" @davey_juice on X 2025-07-11 23:39:23 UTC 4428 followers, 4556 engagements
"Has $asml turned into a story stock as of recently Past X years: Getting destroyed by $QQQ $SMH $TSM Asml: +97% Qqq: +116% Smh: +264% (semi etf) TSM: +270% ASML only projected to grow revenue XXXX% TOTAL from 23-25 and then X% in XX & XX% in XX. Multiple isnt cheap either" @davey_juice on X 2025-07-17 15:37:56 UTC 4430 followers, XXX engagements
"Doing a spaces later on software companies with @stee_fen and @Minnvestor around X PM ET $rbrk $iot $net $pltr $mndy $snow $crwd $now $zs $ddog" @davey_juice on X 2025-07-13 18:58:38 UTC 4428 followers, 1529 engagements
"9a/ API & Automation Toolkit $RBRK offers a full suite of APIs Terraform modules & integrations (ServiceNow vRO Ansible) that let IT teams script backups automate recovery & manage policies as code. This reduces manual toil & enables infrastructure-as-code for data protection" @davey_juice on X 2025-07-20 08:40:14 UTC 4428 followers, XXX engagements
"I bought a lot more $glbe today than I anticipated which is all good with me. Now my $rbrk and $glbe positions are within a few 100$ of each other rounding out my top 9" @davey_juice on X 2025-07-15 16:56:10 UTC 4428 followers, XXX engagements
"🧠 XX% of ransomware attacks now involve data exfiltration Its not just encryption anymoreattackers are stealing sensitive data to increase their leverage. This creates regulatory legal & brand damage even after a backup restore. Why $rbrk is uniquely positioned:" @davey_juice on X 2025-07-16 05:57:18 UTC 4428 followers, XXX engagements
"11a/ Cyber Recovery Vault: $RBRK Cyber Recovery Vault isolates backups in an air-gapped tamper-proof environment preventing ransomware from encrypting or deleting data. It ensures fast clean restores post-attack. -Competes with: Druva Cohesity FortKnox" @davey_juice on X 2025-07-20 14:19:04 UTC 4428 followers, XXX engagements
"replaces SIEM. Competes with Splunk Elastic IBM QRadar in the auditing slice. Market: GRC software is $21B in 2025 expected to reach $38B by 2030 with a CAGR of 1213%" @davey_juice on X 2025-07-20 08:07:22 UTC 4428 followers, XXX engagements
"Portfolio 7/10/25 Top 8=77.18% 18%: $crwd 15%: $zs XX% each: $snow $meli 10%: $ddog 8%: $net 6%: $nu 3%: $glbe Rest: 3%: $amd 2%: $dlo $rbrk $adyey $se $evvty $nvda 1%: $grab $alab $now Small: $iot $ttd Total: $558255.94 Sold: $cybr XX% profit (2 months)" @davey_juice on X 2025-07-10 22:19:28 UTC 4428 followers, 13.8K engagements
"3/ Ransomware Monitoring & Recovery $RBRK uses AI to detect unusual backup activity (like encryption spikes) alerts early & restores clean snapshots fast. Built for post-attack recovery not endpoint defense. Competes w/ Veeam Cohesity Commvault. TAM: $15B+ growing 15%+" @davey_juice on X 2025-07-20 03:11:39 UTC 4428 followers, XXX engagements
"@WJ21331 How do you value this co Why 600s out of curiosity trying to develop a valuation framework as this has been on my watchlist for ages. Think its like double the price that I would pay but sell me on it in the 600s plz I wanna see your pov" @davey_juice on X 2025-07-10 17:54:19 UTC 4430 followers, XXX engagements
"$SNOW 2030 Price Target = $XXX Assumptions: Q1 XX rev: $4.08B FY30 rev: $11.88B XXXXX% CAGR FY31 est. rev: $14.02B (+18%) XXX% dilution annually $158.5B Market Cap (EV + 1B$ cash) Exit multiple: 11.25x FY31 revenue (EV/NTM) From $XXX $XXX = XXXX% CAGR" @davey_juice on X 2025-07-17 00:27:02 UTC 4420 followers, XXX engagements
"$meli looks destined for a date with the XXX ema at 2306$ maybe sees some resistance at 2342$ (S2 Fib) but I think we dont get this close without at least testing the XXX ema (only X% below)" @davey_juice on X 2025-07-14 19:42:47 UTC 4430 followers, 1303 engagements
"Trimmed some $net at XXXXXX for $meli at 2391" @davey_juice on X 2025-07-14 17:29:24 UTC 4420 followers, 1015 engagements
"New position: $iot Trimmed: $crwd 495-517 $net 182-197 $ttd 75-77 $evvty 80/81 Added to: $rbrk $se $meli $iot (new position)" @davey_juice on X 2025-07-10 22:22:48 UTC 4422 followers, XXX engagements
"Fully out of $tsm after er in mid 240s. Gonna wait on semi sell off to get back in if I miss more upside so be it" @davey_juice on X 2025-07-17 14:30:53 UTC 4416 followers, XXX engagements
"3-year $SNOW cases for 5/1/28 with conservative growth & exit multiples factoring GAAP margin headwinds through lower multiples and muted growth: 🚩Bear (24/21/18.75% 11x) $XXX (+1.5% CAGR) 🟨Base (26/24/23.5% 15x) $XXX (+15%) 🟩Bull (28/25.5/24.5% 19.5x) $XXX (+26.5%)" @davey_juice on X 2025-07-13 15:13:09 UTC 4430 followers, 2874 engagements
"Swapped half of my $now for $tsm saving lots of dry powder for post earnings crash (hopeful - not likely) or a few red days prior to er" @davey_juice on X 2025-07-14 18:49:12 UTC 4417 followers, XXX engagements
"$RBRK According to an Absolute Security survey of XXX U.S. CISOs as reported by ITPro on July XX 2025: XX% of organizations fully recovered within a day XX% took between one and seven days X% took longer than two weeks" @davey_juice on X 2025-07-16 05:29:20 UTC 4428 followers, XXX engagements
"The grifters coming out in full force these days. I judge people very harshly on how greedy and pig-like they act in frothy markets and how much people lose conviction/lose control of their emotions in a bear market. But I thank you guys for keeping me grounded always. 🍻" @davey_juice on X 2025-07-19 22:46:25 UTC 4428 followers, XXX engagements
"$rbrk isnt just backup. It offers automated sensitive data discovery real-time anomaly detection & exfiltration forensics using metadata across an entire environment. RBRK identifies who accessed what when & what was exposed helping meet GDPR HIPAA & SEC disclosure rules" @davey_juice on X 2025-07-16 05:59:24 UTC 4428 followers, XXX engagements
"Ransomware is in a full-blown global explosion $rbrk is one of the few companies built specifically for this. Quick 🧵 First a wild stat: XX% of U.S. businesses reported a ransomware incident in the past year according to a July 2025 CISO survey by Absolute Security" @davey_juice on X 2025-07-16 05:22:14 UTC 4428 followers, 16K engagements
"$iot cfo on durability of their growth 👀" @davey_juice on X 2025-07-15 15:56:51 UTC 4420 followers, XXX engagements
"2/ Disaster Recovery Orchestration Automates full recovery process after outages/attacks so systems/apps/data come back online quickly/reliably w/out manual steps. Cuts downtime from hrs/days to minutes saving $$/reputation/etc. Competes w/ Zerto & Veeam DR. TAM $10B+ 10%+ cagr" @davey_juice on X 2025-07-20 03:05:37 UTC 4428 followers, XXX engagements
"$iot remains bearish under 40$. Know this. Under all emas. Next decent support I see is XXXX at S1 Classic S2 Fib" @davey_juice on X 2025-07-16 15:27:14 UTC 4428 followers, XXX engagements
"Trimmed $net at XXX added to $meli at 2400- will show you why in following tweets" @davey_juice on X 2025-07-11 17:00:04 UTC 4422 followers, XXX engagements
"@WJ21331 @Rubenslashh Have you looked into $rbrk I feel like it would be right up your alley. More data than cyber I would say" @davey_juice on X 2025-07-14 20:03:35 UTC 4430 followers, XXX engagements
"$rbrk FCF expected to increase 1560% from 21.6m to 337m from 2024 to 2027" @davey_juice on X 2025-07-15 12:00:12 UTC 4430 followers, XXX engagements
"Important to understand this. $nu using massive Brazil roe as cash cow to fund Colombia and Mexico until they fund themselves. Once they grow enough and they fund themselves they likely can start to think of their next expansion country as they continue to roll all prod in" @davey_juice on X 2025-07-20 02:36:44 UTC 4428 followers, 1892 engagements
"While $ASML had initially suggested growth toward XX% for fiscal 2025 but trimmed expectations to XX% $tsm now expected to grow XX% from mid 20s. This one really isnt hard and $tsm was and is decently cheaper" @davey_juice on X 2025-07-17 13:19:52 UTC 4417 followers, XXX engagements
"6a/ Cloud Vault (Archiving) $RBRK Cloud Vault offers secure long-term cloud storage for backups & archives helping orgs meet data retention & compliance requirements cost-effectively. It simplifies managing data lifecycles across clouds. Competes with Cohesity Cloud Archive" @davey_juice on X 2025-07-20 03:36:55 UTC 4428 followers, XXX engagements
"@PeterCh50082699 Any other picks - of companies I own" @davey_juice on X 2025-07-12 17:19:32 UTC 4412 followers, XX engagements
"With $alab as the levered high beta bet on the AI cycle being long/strong enough" @davey_juice on X 2025-07-17 11:17:36 UTC 4414 followers, XXX engagements
"asml doing worse (on multi year basis) than bearish cases expected and $tsm doing better than bullish case people expected. Not that hard here folks. Also $asml was a lot more expensive than $tsm prior to both their ers which made no sense" @davey_juice on X 2025-07-17 13:17:23 UTC 4413 followers, 2330 engagements
"@jablamsky However you wanna think about it. Tariff expectations now are pretty high. But just tweet whatever you are feeling that second. I dont care - just thought it was funny. I wanted to point it out. We live in a free country where you can say whatever you want" @davey_juice on X 2025-07-18 23:05:22 UTC 4414 followers, XX engagements
"After adding cash to these I must increase the valuations by 9.68/share. My bad guys I forgot net cash here on $crwd" @davey_juice on X 2025-07-12 16:34:58 UTC 4428 followers, XXX engagements
"$RBRK FedRamp Certificates: FedRAMP Moderate ✅ competitors: Druva Veeam-federal StateRAMP Moderate ✅ comp: Druva-state/local TX-RAMP Level X ✅ comp:limited info-Texas state CJIS & FERPA ✅ comp: Druva Veeam-crim justice/education data DoDIN APL ✅ Comp: Druva" @davey_juice on X 2025-07-18 03:57:32 UTC 4425 followers, XXX engagements
"@UnrivaledInvest You should do one of these I find only these X companies attractive $tsm $meli $iot $rbrk $dlo $glbe Def should at least check out rubrik as its a newer ipo and banger in the making" @davey_juice on X 2025-07-15 02:28:08 UTC 4424 followers, XXX engagements
"Tried to tell you guys: why own other semis not named $tsm and $nvda been saying this for months maybe longer" @davey_juice on X 2025-07-17 11:16:27 UTC 4414 followers, 1016 engagements
"Possible reasons $rbrk down Insider& institutional selling Brown Advisory trimmed TODAY (only 4025 shares) CRO sold 25K shares CFO sold 3.5K shares Multiple directors have sold millions since IPO General Cyberm weakness in market & TA weakness Basically nothing" @davey_juice on X 2025-07-17 14:44:16 UTC 4428 followers, 1568 engagements
"Fintwit is obsessed with $spgi and $msci meanwhile $qqq is running laps on them on a X yr chart(50% vs116%). Must be cheap right Well no- both trade at 40x non gaap pe for mid-high single digit growth w minimal margin expansion over next few yrs. premium not deserved imo" @davey_juice on X 2025-07-18 19:53:37 UTC 4430 followers, XXX engagements
"$CRWD I will start selling again slowly above XXX more aggressively above 490/500. For now I wait. Im in no rush I only have 10-11 shares left to sell before I get down to my XXX not involved in covered calls" @davey_juice on X 2025-07-16 20:28:22 UTC 4428 followers, XXX engagements
"If current growth rates hold up: 2045 would see: X. SEA GDP at 50T X. USA GDP at 44T 2a. India GDP at 44T X. LatAm GDP at 35T X. EU GDP at 34T X. Africa GDP at 24T New world order coming. Companies like $glbe & $dlo should see massive benefits as well as COs operating locally" @davey_juice on X 2025-07-11 05:56:46 UTC 4428 followers, 6152 engagements
"@KobeKapital I would add these meme shit cos on same level or worse $RUM $COIN $OPEN $NNE $SOUN $qbts $RBLX $QS $Arqq $EVTL $EVEX $LWLG $QUBT $UPST $NET" @davey_juice on X 2025-07-19 21:13:57 UTC 4428 followers, XXX engagements
"✅ Why $rbrk is uniquely positioned: AI-driven data classification in every snapshot Anomaly detection to catch exfiltration attempts Forensic visibility into file access: what who when This enables security teams to: Identify stolen data instantly" @davey_juice on X 2025-07-16 06:13:20 UTC 4430 followers, XXX engagements
"$ITECH.ST looks very attractive. Ive not studied the business but maybe I will. The metrics look great valuation looks more than fair. Supposed to grow from 24-27: Revenue from 179m to 313m Gross Profit growing faster-95.1m to 175m 12.4x p.e 2027 Interesting" @davey_juice on X 2025-07-16 16:16:33 UTC 4430 followers, 1476 engagements
"Someone explain to me why $crwd trades at 16x ev/ 2027 sales and 20.2x ev 2027 gp. I just dont get it. Revenue growth been falling off a cliff & margins been getting worse- yes I know the incident but still- market just giving full credit for them getting margins back growth" @davey_juice on X 2025-07-20 15:00:42 UTC 4428 followers, 2590 engagements
"Out of $mndy at XXX dont wanna get stuck here if sw draws down hard personally. I need more margin of safety. Somewhere in 200-250 range would be more attractive to me to underwrite competitive forces" @davey_juice on X 2025-07-14 13:43:47 UTC 4428 followers, XXX engagements
"Trimmed a few shares of $se at XXXXXX - just a few of the shares I picked up last week between 147.5-150. Still have a few more shares than I had going into last week (kept all shares from 143-147.5)- put some of the money into $meli" @davey_juice on X 2025-07-16 19:21:00 UTC 4420 followers, XXX engagements
"Best r/r I see now: $rbrk $meli $glbe $iot $dlo Honorable mentions: $tsm $alab (prefer on 10-15% sell offs) $se & $nu is attractive on a XX% dip. Attractive on 20-30% sell off: $se $ddog $zs $snow $adyen * $evo attractive ONLY if fundamentals flip in coming Qrtr/s* You" @davey_juice on X 2025-07-17 02:44:27 UTC 4428 followers, 3098 engagements
"I think I should also account for net take rates dropping which I think can drop by 5-15% per year. Might just end up using this and one valued by p/e where I assume different net take rates in each scenario. I think it makes sense to do it that way for $dlo my PT will drop" @davey_juice on X 2025-07-14 19:41:17 UTC 4430 followers, XXX engagements
"5a/ SaaS App Backup Protects cloud apps like Office XXX Salesforce & Google Workspace from accidental deletion corruption/ransomware. One unified platform for both SaaS and onprem data simplifies management. $RBRK Go holds XXX% mindshare in the SaaS backup category" @davey_juice on X 2025-07-20 03:33:11 UTC 4428 followers, XXX engagements
"@jablamsky Its funny how in a few months you went from saying that this admin was setting your parents retirement back XX years to now seeing the market running for 2-3 years. Quite common here on fintwit to change sentiment so much on the same policies. Price action=sentiment here" @davey_juice on X 2025-07-18 22:47:07 UTC 4430 followers, XXX engagements
"$rbrk not in the top XX highest valuations in SaaS" @davey_juice on X 2025-07-18 21:17:48 UTC 4428 followers, 1312 engagements
"Ive laid out X realistic scenarios for $meli included net cash no dilution. X year framework (post q1). Kept simple. Assumes 4-6x sales 20-30% growth. 👑 🐂 case= $5819 PT by end of 1h 2028 🐂 case= $4310 PT by end of 1h 2028 🐻 case= $3051 PT by end of 1h 2028" @davey_juice on X 2025-07-11 17:40:17 UTC 4422 followers, 3121 engagements
"So far Ive analyzed valuations of $meli $zs $crwd $net Rankings so far: X. Attractive on mild assumptions: $meli X. Less attractive on mild assumptions w high exit multiple: $zs X. Unattractive even on high ests: $crwd X. Wtf ill be lucky to be even in X years: $net" @davey_juice on X 2025-07-12 16:00:50 UTC 4422 followers, 4431 engagements
"$RBRK Rubrik ranks #1 in next-12-month sales sentiment among SaaS AEs (4.41/5) per RepVue. Ahead of names like Gong Databricks Zscaler ServiceNow and CrowdStrike. Sample sizes vary but worth noting as a potential signal for GTM momentum" @davey_juice on X 2025-07-18 00:11:14 UTC 4428 followers, 2970 engagements
"Trimmed $crwd at XXX for $rbrk at XXXXX right above XX Ema pre market" @davey_juice on X 2025-07-11 13:00:11 UTC 4427 followers, XXX engagements
"I increased my $rbrk position by nearly XX% this AM in that nice sell off 83.3-84.7- Close to X% position now or XXXXX shares. Back above the XX day Ema. for now. Consolidation after such a massive move from ipo without a total collapse is fine with me. Or send it to XX 🤷♂" @davey_juice on X 2025-07-17 15:47:17 UTC 4416 followers, XXX engagements
"Trimmed some $net at XXXXX for $meli at 2394" @davey_juice on X 2025-07-15 22:20:52 UTC 4420 followers, XXX engagements
"$DDOG 3-year outlook based on X year average p/s as exit mult 🚀🐶 🟥 Bear: XX% growth XX sales $150/sh (+3.1% CAGR) 🟨 Base: XX% growth XX sales $210/sh (+15.3%) 🟩 Ultra Bull: XX% growth XXXX sales $291/sh (+28.5%) Dilution from 2.9%2.3%/yr + $2B net cash 💵" @davey_juice on X 2025-07-13 00:42:00 UTC 4428 followers, 7191 engagements
"The users $iot sell to are mostly antiquated-just getting started here. I need to learn more but this seems like XX yr durable growth potential. Expect them to maintain XX% growth till 2.5-3b rev or Im wrong. Seems like a similar play as $axon for diff industry w larger tam" @davey_juice on X 2025-07-11 23:43:44 UTC 4428 followers, XXX engagements
"$RBRK 2030 Price Target = $XXX Assumptions: Q1 XX rev: $278.48M FY30 rev: $3.72B XXXXX% CAGR FY31 est. rev: $4.39B (+18%) XXX% dilution annually $800M Net Cash $53.04B Exit multiple: 14.04x FY30 / 11.9x FY31 From $XXXXX $255= XXXXX% CAGR Thoughts" @davey_juice on X 2025-07-16 19:55:29 UTC 4428 followers, 2241 engagements
"Breaking news: Something is broken $crwd is down almost X% in X month- X% off highs warren buffet once said to be greedy when theres blood on the streets. Time to load up the truck on this generational company Warren will be proud if I do right" @davey_juice on X 2025-07-15 16:18:14 UTC 4424 followers, XXX engagements
"Might start pushing some $zs into $rbrk likely will trim ZS at XXX very slowly for RBRK under XX. If spread widens I start doubling down heavier. Never trimmed $zs but trades more expensive on most metrics I track and growth has been going down fast and its XX% of portfolio" @davey_juice on X 2025-07-19 23:01:30 UTC 4428 followers, 1425 engagements
"Even with me being optimistic $net and $crwd dont come close to beating the market in this scenario. They have to obliterate estimates" @davey_juice on X 2025-07-12 17:27:51 UTC 4426 followers, XXX engagements
"Ranking my 3-year targets by CAGR (from current prices) for X years from now but lets just say 5/1/2028: X. $RBRK +20.8% CAGR PT: $XXX X. $IOT +16.7% CAGR PT: $XXXXX X. $DDOG +15.1% CAGR PT: $XXX X. $MNDY +12.3% CAGR PT: $403" @davey_juice on X 2025-07-13 11:51:55 UTC 4428 followers, 1280 engagements
"$DLO From 38x p/s on first close to 2.71x 2025 ev/revenue today. Theres no way multiple compresses from here right" @davey_juice on X 2025-07-17 02:23:46 UTC 4430 followers, 1664 engagements
"My High Quality GARP Watchlist- I consider high quality that for me are prime for swing trading when the valuation is RIGHT ONLY. Ive traded many of these before. $ANET $ASML $AVGO $CPNG $DNOPY $FTNT $GTLB $INTU $ISRG $MNDY $MPWR $MSFT $PANW $PCOR $TTD $UBER $VEEV $WDAY" @davey_juice on X 2025-07-17 00:58:50 UTC 4428 followers, 3008 engagements
"$adyen LinkedIn announcement on stable coins" @davey_juice on X 2025-07-10 17:48:56 UTC 4430 followers, XXX engagements
"@GabGrowth $meli is wild to me as well. No ai super cycle weve lapped Covid a long time ago and they are still growing XXX% in X years. 41.3B estimates for 2027" @davey_juice on X 2025-07-19 02:20:34 UTC 4430 followers, XXX engagements
"$NET I sold all the shares that are not involved with covered calls. I will sit with my XXX shares and try and make more money via premiums in the mean time while trying to hold onto my shares and or sell for a lot higher price" @davey_juice on X 2025-07-16 20:06:35 UTC 4428 followers, 1770 engagements
"The picture is $zs revenue growth btw by the quarter You can see a meaningful dip as Covid happened and Covid completely re-accelerated their biz. But now its back to prior trend. Great company but while valuation is rich I think its time to think about lower from XX $rbrk" @davey_juice on X 2025-07-19 23:03:37 UTC 4428 followers, XXX engagements
"30% of companies hit multiple times suffered 3+ ransomware attacks- 2023 Cybereason survey. XX% of orgs reported being hit 10+ times in 2-year period- 2024 Halcyon report. XX% of healthcare providers faced ransomware attacks 3+ times in the last X yrs- 2023 HIPAA Journal" @davey_juice on X 2025-07-16 06:20:36 UTC 4430 followers, XXX engagements
"4b/ Most companies dont know what sensitive data is hiding in backups. $RBRK adds deep visibility + auditability not just for live data but stored snapshots too. Big edge in regulated sectors like healthcare finance and gov" @davey_juice on X 2025-07-20 03:23:43 UTC 4428 followers, XXX engagements
"@TheLongHappy Argentina/US/Chile/Peru are my top X guesses. But it could be somewhere we dont expect as well" @davey_juice on X 2025-07-20 02:46:08 UTC 4430 followers, XX engagements
"10a/ Multi-Cloud Data Protection $RBRK protects workloads across AWS Azure GCP $orcl & on-premall from X unified platform. Built-in automation security &compliance simplify hybrid environments & eliminate vendor lock-in. Huge advantage as Dispersed cloud infrastructure grows" @davey_juice on X 2025-07-20 13:46:01 UTC 4428 followers, XXX engagements
"Just made an interesting move. Havent bought this stock since April 7th. I trimmed some $crwd at XXXXX and saw no better place to place my money than in $meli at 2487 at XXX ev/gp. I think $meli is attractive under 10x meanwhile $crwd is 32x and growing slower. No brainer" @davey_juice on X 2025-07-09 19:26:24 UTC 4428 followers, 2130 engagements
"Trimmed some $crwd at XXXXXX for $meli at 2381" @davey_juice on X 2025-07-10 13:56:05 UTC 4422 followers, XXX engagements
"While I think my exit mults for $zs $crwd $net are high for this exercise Im valuing off past X years of data to try & strip my biases. This goes against $meli btw Price targets & CAGRs for 5/1/28 X. MELI- $4393 +22.3% X. ZS- $XXX +14% X. CRWD- $XXX +5.7% X. NET- $XXX +1.3%" @davey_juice on X 2025-07-12 17:10:20 UTC 4428 followers, 7578 engagements
"Ransomware threats quadrupled in a year (2024) Barracudas Managed XDR data shows that ransomware threats increased 4x during 2024evidence of an accelerating cybercrime outbreak that drives natural demand for cyber-resilient backup solutions as companies are under-invested" @davey_juice on X 2025-07-16 05:49:01 UTC 4418 followers, XXX engagements
"@RedCoatChicago I hear you I also like $dlo $rbrk $iot (bearish chart as well) and $glbe atm.if $tsm / $alab $nvda ever hit their XX Ema I would love to buy" @davey_juice on X 2025-07-17 20:13:21 UTC 4430 followers, XXX engagements
"Is the local bottom for $rbrk (pre earnings low)" @davey_juice on X 2025-07-16 16:07:42 UTC 4430 followers, 1573 engagements
"$rbrk CTO in a event interview from X weeks ago. First time I heard him speak this long. Good stuff" @davey_juice on X 2025-07-16 02:44:31 UTC 4430 followers, 1040 engagements
"$RBRK going to war with that XX Ema fighting hard to stay above. Healthy consolidation on the XX. Hope this breaks tbh as bunch of support in low 80s/high 70s (where the XXX Ema and other support lies at 78.7). You also have classic s1 @ XXXX & Fib S2 at 81" @davey_juice on X 2025-07-14 15:51:50 UTC 4430 followers, 1940 engagements
"Okay I lied 😂 Sold some $crwd at XXXXX for $rbrk at XXXXX and. A new position of XX shares on $iot at XXXXX. Had no idea this stock was priced pretty well. Will only add if it goes lower" @davey_juice on X 2025-07-10 15:21:26 UTC 4420 followers, 2619 engagements
"$IOT valuation 1q 2028 (dilution/net cash included) 🟥 Bear: XX% rev growth 11x sales $XXXXX (+5.0%/yr) 🟨 Base: XX% 15x $XXXXX (+19.5%/yr) 🟩 Ultra Bull: XX% 19.5x $XXXXX (+29.2%/yr) Pretty big upside in both base case and ultra bull" @davey_juice on X 2025-07-13 02:14:53 UTC 4420 followers, 4407 engagements
"$RBRK 3-year price targets based on ptntl scenarios 🔐📈 🟥 Bear: XX% growth 11x sales $100/sh (+5.7% CAGR) 🟨 Base: XX% growth 14x sales $142/sh (+18.8%) 🟩 Bull: XX% growth 17.5x sales $205/sh (+32.0%) All include dilution varying from 2.53.5% + $500M net cash" @davey_juice on X 2025-07-13 01:44:27 UTC 4428 followers, 9213 engagements
"$rbrk won the battle with the XX now back in 87s. Could easily be more XX ema encounters before a bigger pop (catalyst either way would be er). But so far its bullish that we are back above the XX. I 👀 basic technical analysis but keep it super simple when adding" @davey_juice on X 2025-07-15 16:43:11 UTC 4430 followers, XXX engagements
"At this point Im running low on patience for $evvty $evo - will likely sell some if the pop is decent enough today. Insane thesis creep here. I dont like to hold turn around stories. I didnt buy it as one but I also thought it stupid to sell for too low of a price. Will lyk" @davey_juice on X 2025-07-17 11:28:14 UTC 4417 followers, 2032 engagements
"May 2028 price targets (based on reasonable inputs): 🎯 $DLO $XXXXX XXXX% CAGR 🎯 $GLBE $XXXXX XXXX% CAGR 🎯 $SNOW $XXX XXXX% CAGR 🎯 $NOW $1174 XXX% CAGR" @davey_juice on X 2025-07-14 15:08:35 UTC 4417 followers, 1207 engagements
"CTO/CIOs see $rbrk as the cheaper alternative to not being protected: 💸 Average recovery cost for a ransomware attackincluding downtime incident response negotiations & remediationwas $4.5M -The Absolute Security survey of XXX U.S. CISOs (7/2025)" @davey_juice on X 2025-07-16 05:25:45 UTC 4428 followers, XXX engagements
"@jablamsky So you think the Trump Admin blows something up but you also expect QQQ S&P SMH to run for next 2-3 years but you also think your parents retirement will be set back in a XX year setback. Got it. Maybe its better to acknowledge predicting short term is hard/not worth it" @davey_juice on X 2025-07-18 22:57:38 UTC 4430 followers, XX engagements
"9b/ a big deal for large orgs & service providers. Competes with: Cohesity Commvault and Veritas. Market size: $34B+ growing 10%+ annually" @davey_juice on X 2025-07-20 08:40:55 UTC 4428 followers, XXX engagements
"Added more $rbrk at XXXXX finally a washout day" @davey_juice on X 2025-07-17 14:27:10 UTC 4430 followers, XXX engagements
"Trimmed $evvty at XXXXX also trimmed $grab XXXX and added to $rbrk at 84.77$" @davey_juice on X 2025-07-17 14:00:04 UTC 4430 followers, XXX engagements
"@iramneek India should probably leave brics and have some decent companies on nasdaq if they want to gain actual investor $$$" @davey_juice on X 2025-07-18 12:49:27 UTC 4420 followers, XXX engagements
"1 year after travel meltdown Delta- $CRWD dispute far from over Delta says those few days cost it more than $500M.Delta CEO said they had to manually touch/reboot 40000 servers to recover & was hit hardest because it was more dependent on $CRWD $MSFT" @davey_juice on X 2025-07-19 15:01:59 UTC 4428 followers, XXX engagements
"The exact cagr here for $rbrk is XXXXX% I calculated it wrong" @davey_juice on X 2025-07-17 00:27:53 UTC 4430 followers, XXX engagements
"John Chambers called that $rbrk would be one of the hot stocks of the next decade. X years ago 👀" @davey_juice on X 2025-07-16 02:24:08 UTC 4430 followers, 1606 engagements
"Are you more bullish $se or $meli or $nu until the end of 2028" @davey_juice on X 2025-07-19 15:40:10 UTC 4428 followers, 1118 engagements
"@samsolid57 Resorting to kind of pumping penny stocks now I see" @davey_juice on X 2025-07-16 23:10:46 UTC 4428 followers, XXX engagements
"I created X lists with the fastest XX SW cos at 275-290m$/q scale since 2015 that are still relevant today. One= ZIRP era list which growth= much higher for due to the times. 2nd = post zirp list for cos who hit this scale more recently. $rbrk $net $iot $zs $snow $crwd $ddog" @davey_juice on X 2025-07-11 15:09:43 UTC 4428 followers, 2941 engagements
"@cosmo_onchain Its coming from other inflated names. Its not new money- I wouldnt be placing new money into $meli here personally" @davey_juice on X 2025-07-17 20:09:54 UTC 4418 followers, XXX engagements
"$CRWD 2030 EOY Price Target & Assumptions: TTM revenue (Q2 24Q1 25): $4.13B 2030 revenue: $12.93B (22% CAGR) 2031 revenue (+18%): $15.25B EV/Sales multiple (2031): 16x XXX% annual dilution EV (2031): $245B ($1B Cash) Price target= $745/share Price CAGR 8.5%" @davey_juice on X 2025-07-16 22:45:25 UTC 4428 followers, 1015 engagements
"Cumulative revenue growth estimates for the X years from 2025 to 2027. My LT investable universe for growth ideas I own all but the starred ones (16/23) 1/2 X $ALAB XXX% X $NVDA XXXXX X $RBRK XXXXX X $NU XXXXX X $DLO XXXXX X $NET XXX X $GLBE XXXX X $MELI XXXX X. $SNOW 91.7" @davey_juice on X 2025-07-19 01:30:21 UTC 4428 followers, 7934 engagements
"This is the first poll Ive done where it was split 50/50. Ill have to run it again at end of week. $rbrk" @davey_juice on X 2025-07-17 16:27:34 UTC 4417 followers, XXX engagements
"@jablamsky Completely mis-interpreted my tweet. I criticised those travelling with babies not children. And those not visiting elder relatives- everyone else. And I stand by it. When the market goes down Im sure youll call for the biggest bear market youve ever seen" @davey_juice on X 2025-07-18 23:10:49 UTC 4414 followers, XX engagements