# ![@eyekwasi Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::52689669.png) @eyekwasi Fundamental Valuation

Fundamental Valuation posts on X about ai, $now, $crm, market the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::52689669/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::52689669/c:line/m:interactions.svg)

- [--] Week [------] +15%
- [--] Month [------] +370%
- [--] Months [------] +668%
- [--] Year [-------] -4.80%

### Mentions: [--] [#](/creator/twitter::52689669/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::52689669/c:line/m:posts_active.svg)

- [--] Month [--] -14%
- [--] Months [---] +220%
- [--] Year [---] +34%

### Followers: [---] [#](/creator/twitter::52689669/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::52689669/c:line/m:followers.svg)

- [--] Week [---] +0.74%
- [--] Month [---] +6.70%
- [--] Months [---] +15%
- [--] Year [---] +28%

### CreatorRank: [-------] [#](/creator/twitter::52689669/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::52689669/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64% [technology brands](/list/technology-brands)  35% [finance](/list/finance)  14% [social networks](/list/social-networks)  5% [cryptocurrencies](/list/cryptocurrencies)  5% [countries](/list/countries)  3% [celebrities](/list/celebrities)  2% [automotive brands](/list/automotive-brands)  2% [fashion brands](/list/fashion-brands)  1% [products](/list/products)  1%

**Social topic influence**
[ai](/topic/ai) 20%, [$now](/topic/$now) #171, [$crm](/topic/$crm) 15%, [market](/topic/market) 7%, [strong](/topic/strong) 7%, [$sndk](/topic/$sndk) 6%, [$nflx](/topic/$nflx) #121, [$wday](/topic/$wday) 5%, [anthropic](/topic/anthropic) 5%, [$hims](/topic/$hims) #269

**Top accounts mentioned or mentioned by**
[@ns123abc](/creator/undefined) [@stockmktnewz](/creator/undefined) [@emollick](/creator/undefined) [@zerohedge](/creator/undefined) [@saxenapuru](/creator/undefined) [@jrouldz](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@placigyunv6567](/creator/undefined) [@marcelolima](/creator/undefined) [@benitoz](/creator/undefined) [@chriscamillo](/creator/undefined) [@ai](/creator/undefined) [@samanthasubin](/creator/undefined) [@jaredsleeper](/creator/undefined) [@steviemac03](/creator/undefined) [@mattvidpro](/creator/undefined) [@zephyrz9](/creator/undefined) [@southernvalue95](/creator/undefined) [@hamptonism](/creator/undefined) [@catherynli](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Netflix Inc (NFLX)](/topic/$nflx) [Workday Inc (WDAY)](/topic/$wday) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Micron Technology, Inc. (MU)](/topic/$mu) [Atlassian Corporation PLC (TEAM)](/topic/$team) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [SAP SE (SAP)](/topic/$sap) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Bloom Energy Corporation (BE)](/topic/$be) [monday.com Ltd. (MNDY)](/topic/$mndy) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Microsoft Corp. (MSFT)](/topic/$msft) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Tesla, Inc. (TSLA)](/topic/$tsla) [GitLab Inc. (GTLB)](/topic/$gtlb) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Bitcoin (BTC)](/topic/bitcoin) [Pegasystems Inc (PEGA)](/topic/$pega) [F5 Inc (FFIV)](/topic/$ffiv) [Bull Market (BULL)](/topic/$bull) [Intuit Inc. (INTU)](/topic/$intu) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@emollick $NFLX should tank right now according to market"  
[X Link](https://x.com/eyekwasi/status/2021814498215309793)  2026-02-12T05:11Z [---] followers, [--] engagements


"@zerohedge Recourse via Lease & Guarantees"  
[X Link](https://x.com/eyekwasi/status/2016902000525373472)  2026-01-29T15:51Z [---] followers, [---] engagements


"$TEAM $GTLB"  
[X Link](https://x.com/eyekwasi/status/2017651436117483572)  2026-01-31T17:29Z [---] followers, [---] engagements


"$CRM $WDAY $NOW AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software"  
[X Link](https://x.com/eyekwasi/status/2018849299338240391)  2026-02-04T00:49Z [---] followers, [---] engagements


"$CMG is set to launch a SaaS offering"  
[X Link](https://x.com/eyekwasi/status/2018871533666722265)  2026-02-04T02:17Z [---] followers, [--] engagements


"@saxena_puru $CRM $NOW"  
[X Link](https://x.com/eyekwasi/status/2018876379912446242)  2026-02-04T02:36Z [---] followers, [---] engagements


"$CRM What does salesforce actually do. Here you go - Salesforce is a collection of platforms from slack chat app to CRM Analytics (Tableau) cloud hosting (Heroku) to e-commerce powering brands like Adidas L'Oral etc"  
[X Link](https://x.com/eyekwasi/status/2018884363384201597)  2026-02-04T03:08Z [---] followers, [---] engagements


"$BTC BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328 BITCOIN EXTENDS FALL BRIEFLY DROPS BELOW $64000 LAST DOWN 11.5% AT $64328"  
[X Link](https://x.com/eyekwasi/status/2019506983573799043)  2026-02-05T20:22Z [---] followers, [--] engagements


"$HIMS FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers including seizures and injunctions against companies marketing unapproved GLP-1 products. https://t.co/SJuwOrBPtU FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers including seizures and injunctions against companies marketing unapproved GLP-1 products. https://t.co/SJuwOrBPtU"  
[X Link](https://x.com/eyekwasi/status/2019950531188576317)  2026-02-07T01:45Z [---] followers, [---] engagements


"$HIMS Sht the bed Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"  
[X Link](https://x.com/eyekwasi/status/2020276262380421539)  2026-02-07T23:19Z [---] followers, [---] engagements


"@jrouldz $RDDT not financial advice"  
[X Link](https://x.com/eyekwasi/status/2020367903686877237)  2026-02-08T05:23Z [---] followers, [---] engagements


"@DrewCohenMoney $NOW"  
[X Link](https://x.com/eyekwasi/status/2020369701298417797)  2026-02-08T05:30Z [---] followers, [---] engagements


"Even Claude itself is more realistic than SaaS bears. $NOW F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is loading the dips 😂 https://t.co/qoGO7FNkc1 F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is"  
[X Link](https://x.com/eyekwasi/status/2020593608437756415)  2026-02-08T20:20Z [---] followers, [---] engagements


"@placigyunv6567 @MarceloLima Even Claude itself is more realistic than SaaS bears. $NOW"  
[X Link](https://x.com/eyekwasi/status/2020593632869515492)  2026-02-08T20:20Z [---] followers, [---] engagements


"@benitoz @ChrisCamillo $BE"  
[X Link](https://x.com/eyekwasi/status/2020752784363004065)  2026-02-09T06:53Z [---] followers, [--] engagements


"$BE Bloom Energy presents a compelling growth narrative particularly from its positioning in the AI data center and industrial power markets which is reflected in its exceptionally strong revenue growth (57.1% year-over-year for Q3 2025) and improving gross margins (29%). Strategic initiatives like the joint venture with Brookfield provide significant project financing capacity to support this expansion. However this growth is currently overshadowed by challenging fundamentals including ongoing net losses deeply negative operating and free cash flows a high debt load (debt-to-equity ratio of"  
[X Link](https://x.com/eyekwasi/status/2020764710543478967)  2026-02-09T07:40Z [---] followers, [---] engagements


"@ai @samantha_subin From the 10-k $MNDY"  
[X Link](https://x.com/eyekwasi/status/2021001523208073419)  2026-02-09T23:21Z [---] followers, [---] engagements


"Hims & Hers ( $HIMS ) reveals a company with fundamentally strong top-line growth evidenced by a 74% year-over-year revenue increase improving marketing efficiency and a valuation model that suggests the stock is significantly undervalued with a fair value estimate of $42.59. This growth is driven by strategic expansion into new specialties and markets. However this positive trajectory is currently overwhelmed by substantial and immediate risks. These include severe regulatory uncertainty and a patent infringement lawsuit targeting its key growth segment in weight loss medications a leveraged"  
[X Link](https://x.com/eyekwasi/status/2021056297936847091)  2026-02-10T02:59Z [---] followers, [---] engagements


"@JaredSleeper Salesforce has like [--] companies inside it"  
[X Link](https://x.com/eyekwasi/status/2021060270177780151)  2026-02-10T03:14Z [---] followers, [----] engagements


"$GRAB Holdings Limited presents a compelling but mixed picture. The company has achieved a significant milestone with its first full-year net profit driven by robust revenue growth (up 20% year-over-year) and expanding operations across its superapp ecosystem. Fundamentals are strengthening evidenced by positive adjusted EBITDA and a solid cash position. However this growth is tempered by weaker technical indicators with the stock trading below its key moving averages and financial metrics that show areas for improvement such as stock-based compensation exceeding net income and operating cash"  
[X Link](https://x.com/eyekwasi/status/2021799076417728613)  2026-02-12T04:10Z [---] followers, [---] engagements


"@StevieMac03 $NFLX should tank right now according to market"  
[X Link](https://x.com/eyekwasi/status/2021813535739662442)  2026-02-12T05:08Z [---] followers, [--] engagements


"$NFLX should tank right now according to market anybody can produce movie My very first Seedance [---] generation. 👀 🔊🎧 https://t.co/QQLIQjpdId My very first Seedance [---] generation. 👀 🔊🎧 https://t.co/QQLIQjpdId"  
[X Link](https://x.com/eyekwasi/status/2021813634788155665)  2026-02-12T05:08Z [---] followers, [---] engagements


"$NFLX should tank right now according to market The new ByteDance SeeDance [---] video model is VERY good. This is the very first output from my very first prompt: "A nature documentary about an otter flying an airplane" https://t.co/f2fsDPl3y7 The new ByteDance SeeDance [---] video model is VERY good. This is the very first output from my very first prompt: "A nature documentary about an otter flying an airplane" https://t.co/f2fsDPl3y7"  
[X Link](https://x.com/eyekwasi/status/2021814537133895906)  2026-02-12T05:12Z [---] followers, [---] engagements


"Bytedance cooked $NFLX smth smth seedance v2.0 smth smth we're cooked https://t.co/1SkKob4ZqB smth smth seedance v2.0 smth smth we're cooked https://t.co/1SkKob4ZqB"  
[X Link](https://x.com/eyekwasi/status/2021820240531726560)  2026-02-12T05:34Z [---] followers, [---] engagements


"seedance [---] is what Sora wanted to be"  
[X Link](https://x.com/eyekwasi/status/2021820750144192959)  2026-02-12T05:36Z [---] followers, [---] engagements


"$SNDK Sandisk Corporation presents a compelling case based on its current financial and strategic position. The company is experiencing explosive growth with revenue increasing 61% year-over-year and net income soaring 672% driven by surging demand for its NAND flash storage from artificial intelligence and data center markets. This is supported by dramatically expanding profitability with gross margin reaching 51.1% and a very strong balance sheet featuring more cash than debt and robust free cash flow generation. The financial statement analysis confirms strength across nearly all metrics"  
[X Link](https://x.com/eyekwasi/status/2017523937832251790)  2026-01-31T09:02Z [---] followers, [----] engagements


"@MattVidPro So much cope in these comments"  
[X Link](https://x.com/eyekwasi/status/2021826530070888580)  2026-02-12T05:59Z [---] followers, [--] engagements


"Few understand this $NOW $CRM $WDAY i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that"  
[X Link](https://x.com/eyekwasi/status/2020511976942670209)  2026-02-08T14:56Z [---] followers, [---] engagements


"HubSpot's ( $HUBS ) fundamental analysis presents a compelling picture of a company in a strong operational position. Revenue growth (19% year-over-year) remains robust driven by customer expansion and a successful platform strategy. The company has achieved a clear turnaround to GAAP profitability generates substantial operating cash flow ($760.7 million) and maintains an exceptionally strong balance sheet with significant cash and no debt. Strategic investments in AI and a newly announced share repurchase program further support the long-term outlook. However near-term challenges are"  
[X Link](https://x.com/eyekwasi/status/2021798342255145303)  2026-02-12T04:07Z [---] followers, [---] engagements


"@zephyr_z9 Clearly China is leading in video gen AI and this with lack of GPUs. Imagine what they can do if they have all the hardware. AI labs are so cooked"  
[X Link](https://x.com/eyekwasi/status/2021803695961518122)  2026-02-12T04:28Z [---] followers, [----] engagements


"Charly AI on $HIMS Assessing the long-term potential involves weighing robust revenue growth and an undervalued price against mounting legal and regulatory headwinds. The company's fundamentals are supported by strong top-line expansion and strategic platform investments. However the risks are high and increasing centered on the sustainability of its compounded drug business model following a major lawsuit and a Department of Justice referral. The competitive positioning in key growth categories is now under threat which may hinder long-term value creation. The overall assessment given that"  
[X Link](https://x.com/eyekwasi/status/2021827794083225634)  2026-02-12T06:04Z [---] followers, [---] engagements


"@SouthernValue95 $HUBS valuation and report look good. But market is dumb right now so I expect more volatility"  
[X Link](https://x.com/eyekwasi/status/2021837447018275326)  2026-02-12T06:43Z [---] followers, [---] engagements


"@hamptonism Elon is the new Jim Cramer"  
[X Link](https://x.com/eyekwasi/status/2021990142937117084)  2026-02-12T16:49Z [---] followers, [--] engagements


"If you are buying SaaS right now here are a few cheap & solid names on Charly AI right now $ADBE $PEGA $FFIV $HUBS $RDDT $META $SAP $NOW"  
[X Link](https://x.com/eyekwasi/status/2021995910746759471)  2026-02-12T17:12Z [---] followers, [--] engagements


"Valuation matters - $BULL down 58% in [--] months"  
[X Link](https://x.com/eyekwasi/status/2021708983350759788)  2026-02-11T22:12Z [---] followers, [---] engagements


"$CRM $NOW $ADBE up while market is down. Something fishy is going on"  
[X Link](https://x.com/eyekwasi/status/2022144736417763438)  2026-02-13T03:04Z [---] followers, [--] engagements


"@catheryn_li The bourgeoisie has no allegiance to the peasant"  
[X Link](https://x.com/eyekwasi/status/2015666236596666508)  2026-01-26T06:00Z [---] followers, [---] engagements


"@IndraVahan You mean you didnt buy the $500 Mac mini. People usually find more tasks to automate when they buy the Mac mini. You also get a thank you card from Apple when you make your purchase - the card says ClawdBot"  
[X Link](https://x.com/eyekwasi/status/2015692701191065661)  2026-01-26T07:46Z [---] followers, [---] engagements


"People are spending $500 on Mac mini and $200/day in Claude credits to ask clawdbot to read their emails which they used to do for free. Make of this information what you will"  
[X Link](https://x.com/eyekwasi/status/2015697974286819483)  2026-01-26T08:07Z [---] followers, [--] engagements


"@StockMKTNewz $CRM when you have been long when everybody was selling because they think AI will replace SaaS. LFG"  
[X Link](https://x.com/eyekwasi/status/2015998632156098618)  2026-01-27T04:01Z [---] followers, [---] engagements


"I feel vindicated. Been buying and DCA-ing for the longest time. $CRM - 🤡 be like "I wILL vIbE CoDe My OwN CRM" The Army just awarded Salesforce $CRM a $5.6 Billion contract over [--] years The military will get access to tools like Slack with the goal of speeding up antiquated and outdated practices - WSJ https://t.co/Ldann5XA9t The Army just awarded Salesforce $CRM a $5.6 Billion contract over [--] years The military will get access to tools like Slack with the goal of speeding up antiquated and outdated practices - WSJ https://t.co/Ldann5XA9t"  
[X Link](https://x.com/eyekwasi/status/2015999643939639691)  2026-01-27T04:05Z [---] followers, [---] engagements


"@vitrupo ClawdBot be like - Hold my beer"  
[X Link](https://x.com/eyekwasi/status/2016000700367388743)  2026-01-27T04:09Z [---] followers, [--] engagements


"bruh super bullish on clawdbot🔥 https://t.co/UCOyiTsSgX super bullish on clawdbot🔥 https://t.co/UCOyiTsSgX"  
[X Link](https://x.com/eyekwasi/status/2016040805010465181)  2026-01-27T06:49Z [---] followers, [--] engagements


"I love this as a software engineer and investor because people are under the impression that they can build and maintain their own $CRM $WDAY $HUBS $TEAM $NOW $INTU $SAP https://www.youtube.com/watchv=eE5CV62FWdE https://www.youtube.com/watchv=eE5CV62FWdE"  
[X Link](https://x.com/eyekwasi/status/2012255385197928724)  2026-01-16T20:07Z [---] followers, [---] engagements


"@stwboerse Though you are right $MNDY was extremely overvalued"  
[X Link](https://x.com/eyekwasi/status/2012742901998948468)  2026-01-18T04:24Z [---] followers, [---] engagements


"@SayNoToTrading $TEAM"  
[X Link](https://x.com/eyekwasi/status/2013842775129706901)  2026-01-21T05:15Z [---] followers, [---] engagements


"SaaS is the AI Put. $MSFT $WDAY $CRM $NOW"  
[X Link](https://x.com/eyekwasi/status/2014196134147764516)  2026-01-22T04:39Z [---] followers, [---] engagements


"Will $HIMS fizzle out like Beyond Meat or Peloton 🤷🤷🤷"  
[X Link](https://x.com/eyekwasi/status/2014203940095615299)  2026-01-22T05:10Z [---] followers, [---] engagements


"$QCOM Arm pcs dont mess this up. This your time to shine Intel is cutting production of consumer PC processors The company will prioritize Intel Xeon and other chips needed for AI data centers. Intel is not planning to fully abandon its Core lineup for now but shortages and rising prices should be expected. https://t.co/A1lEAiwqXp Intel is cutting production of consumer PC processors The company will prioritize Intel Xeon and other chips needed for AI data centers. Intel is not planning to fully abandon its Core lineup for now but shortages and rising prices should be expected."  
[X Link](https://x.com/eyekwasi/status/2014944085195260306)  2026-01-24T06:11Z [---] followers, [---] engagements


"@worm_emoji Don't you remember the Apple Vision Pro It's the same thing. give it a couple of weeks there will be a new AI bandwagon to jump on"  
[X Link](https://x.com/eyekwasi/status/2015607206335373606)  2026-01-26T02:06Z [---] followers, [--] engagements


"@kakashiii111 The way this probably ends is that $NVDA get paid in OpenAI equity somehow. But its not looking good"  
[X Link](https://x.com/eyekwasi/status/2016670538274374076)  2026-01-29T00:31Z [---] followers, [----] engagements


"Few understand that Chinese Open Source AI model and their cheap pricing are going to push down margins for all the AI Companies. Electricity is too cheap in china for American models to compete. I think the only company that can probably do this and gain enough margin here is $GOOG. They have invested in all the stack form Electricity (Acquisition of Intersect) to chips (Custom ASIC) to cloud computing and to have the biggest distribution platforms in the world. $MSFT might capture the enterprise but the margins might be lower versus their Capex. $MSFT might also acquire a power company but"  
[X Link](https://x.com/eyekwasi/status/2016682872711549157)  2026-01-29T01:20Z [---] followers, [---] engagements


"https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU"  
[X Link](https://x.com/eyekwasi/status/2016683105432531136)  2026-01-29T01:21Z [---] followers, [--] engagements


"$META $OWL debt structure"  
[X Link](https://x.com/eyekwasi/status/2016902465640075621)  2026-01-29T15:53Z [---] followers, [--] engagements


"$MSFT $GOOG $META $AMZN should stop buying $NVDA gpus immediately until the Power bottleneck is resolved. By resolved I mean your models should be priced at the same price as Chinese models. Otherwise this bubble is going to blow up really bad"  
[X Link](https://x.com/eyekwasi/status/2016946079695081893)  2026-01-29T18:46Z [---] followers, [--] engagements


"$NOW $NOW PT Raised to $216 at Goldman $NOW PT Raised to $216 at Goldman"  
[X Link](https://x.com/eyekwasi/status/2016976587661390191)  2026-01-29T20:47Z [---] followers, [--] engagements


"$TSLA is done with selling cars as soon as ev credits ends. Who knew Elon was the biggest welfare queen there is JUST IN: SpaceX is reportedly considering merging with Tesla JUST IN: SpaceX is reportedly considering merging with Tesla"  
[X Link](https://x.com/eyekwasi/status/2017092689737490640)  2026-01-30T04:29Z [---] followers, [---] engagements


"$NOW https://t.co/ZXlo1PvhmQ https://t.co/ZXlo1PvhmQ"  
[X Link](https://x.com/eyekwasi/status/2017097239286423926)  2026-01-30T04:47Z [---] followers, [---] engagements


"$NOW $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR $NOW is going to do a $5 billion buyback and the CEO told CNBC last night that theyll execute $2 billion as soon as possible https://t.co/EVEOlwWIwR"  
[X Link](https://x.com/eyekwasi/status/2017105088951591208)  2026-01-30T05:18Z [---] followers, [--] engagements


"$SAP ' s recent financial performance demonstrates a company in a strong operational transition with cloud revenue growing 23% and a significant expansion in its operating margin (26.7%). The balance sheet is robust with low debt and free cash flow generation is powerful. However the market's reaction to a slight deceleration in cloud backlog growth and forward guidance has created a disconnect pushing the stock price to a level that the fundamental valuation model considers deeply undervalued. This presents a scenario where near-term sentiment is negative but the underlying business health"  
[X Link](https://x.com/eyekwasi/status/2017130478730351053)  2026-01-30T06:59Z [---] followers, [--] engagements


"$SAP $CRM - He who has the DATA is the one winning the AI deals - SaaS"  
[X Link](https://x.com/eyekwasi/status/2017414682760388611)  2026-01-31T01:48Z [---] followers, [--] engagements


"@ConsensusGurus Openai plans to buy $100B gpus from NVIDIA"  
[X Link](https://x.com/eyekwasi/status/2017475633526210566)  2026-01-31T05:50Z [---] followers, [--] engagements


"@buchmanster Waste of money an resource. Claude making bank"  
[X Link](https://x.com/eyekwasi/status/2017485622370328855)  2026-01-31T06:30Z [---] followers, [--] engagements


"Anthropic maker of Claude says developers who rely heavily on ai coding will fall behind"  
[X Link](https://x.com/eyekwasi/status/2017496408094339554)  2026-01-31T07:13Z [---] followers, [--] engagements


"Microsoft's financial health appears robust with strong revenue growth (17% year-over-year) and industry-leading profitability (operating margin of 47.1%) driven by its dominant cloud and AI segments. The balance sheet is solid featuring ample cash reserves and minimal debt (debt-to-equity of 10.3%) which provides significant financial flexibility. A model-driven valuation calculation indicates the stock is currently undervalued with a fair value estimate approximately 22% above its recent trading level supported by superior growth and margin metrics compared to its software industry peers."  
[X Link](https://x.com/eyekwasi/status/2017511156680687701)  2026-01-31T08:11Z [---] followers, [--] engagements


"@jukan05 Yes $SNDK $MU"  
[X Link](https://x.com/eyekwasi/status/2017623525431861299)  2026-01-31T15:38Z [---] followers, [---] engagements


"Chinese EV are coming to US. $TSLA is cooked FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT FORD HELD TALKS WITH CHINAS XIAOMI OVER EV PARTNERSHIP-FT"  
[X Link](https://x.com/eyekwasi/status/2017680225388102098)  2026-01-31T19:23Z [---] followers, [---] engagements


"@patrick_oshag @RagingVentures If I can migrate from old systems I can also migrate from new ones. If the value doesnt live up to the hype then whats the point . Levis stores still run IBM payment platforms SAP etc"  
[X Link](https://x.com/eyekwasi/status/2017681420987109640)  2026-01-31T19:28Z [---] followers, [--] engagements


"SaaS is dead - Well SaaS has LLM too. Analyst are out of their minds. $CRM $NOW have spend decades gathering enterprise data that LLM is not trained on. In the age of AI the real moat is DATA"  
[X Link](https://x.com/eyekwasi/status/2017710353493156308)  2026-01-31T21:23Z [---] followers, [--] engagements


"Everyone and their mama will vibe code their own CRM - Reality is : "Even in areas like knowledge management and workflow automation where in-house builds have historically dominated many enterprises expect to migrate from DIY LLM implementations to packaged applications over time." https://twitter.com/i/web/status/2017716481899757920 https://twitter.com/i/web/status/2017716481899757920"  
[X Link](https://x.com/eyekwasi/status/2017716481899757920)  2026-01-31T21:47Z [---] followers, [----] engagements


"source - https://www.a16z.news/p/leaders-gainers-and-unexpected-winners https://www.a16z.news/p/leaders-gainers-and-unexpected-winners"  
[X Link](https://x.com/eyekwasi/status/2017716484735152629)  2026-01-31T21:47Z [---] followers, [--] engagements


"The enterprise proprietary data that $CRM and $NOW have does not exist at OAI or Anthropic - Proprietary Data is now Gold if you know you know"  
[X Link](https://x.com/eyekwasi/status/2017717481901563907)  2026-01-31T21:51Z [---] followers, [--] engagements


"@HyperTechInvest $MU $SNDK"  
[X Link](https://x.com/eyekwasi/status/2017730557199765846)  2026-01-31T22:43Z [---] followers, [---] engagements


"@ns123abc $MU $SNDK"  
[X Link](https://x.com/eyekwasi/status/2017730850180231591)  2026-01-31T22:44Z [---] followers, [----] engagements


"This week stock picks rated BUY by Charly AI. If you bought these on January 1st you'll be up 7.54%. Clear Secure Inc. $YOU Sony Group Corp $SONY TAKEDA PHARMACEUTICAL CO LTD $TAK Five Point Holdings LLC $FPH ASML HOLDING NV $ASMLF GERON CORP $GERN HEICO CORP $HEI BADGER METER INC $BMI EverQuote Inc. $EVER IMAX CORP $IMAX GIBRALTAR INDUSTRIES INC. $ROCK FirstCash Holdings Inc. $FCFS https://twitter.com/i/web/status/1903476542526935138 https://twitter.com/i/web/status/1903476542526935138"  
[X Link](https://x.com/eyekwasi/status/1903476542526935138)  2025-03-22T15:59Z [---] followers, [---] engagements


"2 - MEDICUS PHARMA LTD. ( $MDCX ) [--] - DYNE THERAPEUTICS INC. ( $DYN ) [--] - CHARGEPOINT HOLDINGS INC. ( $CHPT ) [--] - IPOWER INC. ( $IPW ) [--] - WENDYS CO ( $WEN ) [--] - ADVANCE AUTO PARTS INC ( $AAP ) [--] - AMBAC FINANCIAL GROUP INC ( $AMBC ) [--] - ELASTIC N.V. ( $ESTC ) Find more on http://www.askcharly.ai http://www.askcharly.ai"  
[X Link](https://x.com/eyekwasi/status/1932135647244095624)  2025-06-09T18:00Z [---] followers, [---] engagements


"@ns123abc Absolute Xinema"  
[X Link](https://x.com/eyekwasi/status/1972712063152664809)  2025-09-29T17:16Z [---] followers, [---] engagements


"Let's settle this debate of Lemonade Inc ( $LMND ) VS Root Inc ( $ROOT ) - Once again a classic example of the market being inefficient 🧵"  
[X Link](https://x.com/eyekwasi/status/1978913356141727840)  2025-10-16T19:58Z [---] followers, [---] engagements


"@BobMurphyEcon Absolute Xinema"  
[X Link](https://x.com/eyekwasi/status/1978947992850670022)  2025-10-16T22:15Z [---] followers, [--] engagements


"Few understand that this will pop the AI bubble $NVDA $OPENAI 👀 https://t.co/UE1HKPZTQV 👀 https://t.co/UE1HKPZTQV"  
[X Link](https://x.com/eyekwasi/status/1990307973659553840)  2025-11-17T06:36Z [---] followers, [---] engagements


"$GRAB Charly AI only cares about fundamentals The company's fundamental performance is strong with revenue growing over 20% year-over-year a clear path to sustained profitability as shown by a record adjusted EBITDA (Earnings Before Interest Taxes Depreciation and Amortization) and a robust balance sheet featuring significant net cash liquidity. Strategic investments in new verticals like financial services and GrabMart aim to deepen its superapp ecosystem and capture long-term growth in Southeast Asia. However this growth comes with important caveats including intense competition a still"  
[X Link](https://x.com/eyekwasi/status/2013068436566339729)  2026-01-19T01:58Z [---] followers, [---] engagements


"Am up 100% on $GOOG almost 300% on $MU. There is no right or wrong way to do this. You just have to put in time. Analyst dont always cover small micro or nano caps. I have built to address that. [--] of my small wins last year $ATRO up $150% $BELFB up 103% http://www.askcharly.ai http://www.askcharly.ai http://www.askcharly.ai http://www.askcharly.ai"  
[X Link](https://x.com/eyekwasi/status/2013164703887790237)  2026-01-19T08:20Z [---] followers, [--] engagements


"@nexta_tv $QCOM Arm pcs dont mess this up. This your time to shine"  
[X Link](https://x.com/eyekwasi/status/2014943795171758168)  2026-01-24T06:10Z [---] followers, [----] engagements


"@Pray4Equity $SE in one picture"  
[X Link](https://x.com/eyekwasi/status/2015608274163220520)  2026-01-26T02:10Z [---] followers, [----] engagements


"Anthropic uses Workday $WDAY. OpenAI uses Slack $CRM"  
[X Link](https://x.com/eyekwasi/status/2015620881188352273)  2026-01-26T03:00Z [---] followers, [---] engagements


"$NXT up 15%. What I wrote a few weeks ago https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU https://www.askcharly.ai/alpha/post/google-s-4-75b-power-company-acquisition-this-little-known-stock-is-set-to-benefit-VCu1wgjGjU"  
[X Link](https://x.com/eyekwasi/status/2016559971521921220)  2026-01-28T17:12Z [---] followers, [--] engagements


"@RJCcapital $MU $SNDK"  
[X Link](https://x.com/eyekwasi/status/2017731052156997687)  2026-01-31T22:45Z [---] followers, [---] engagements


"@HedgieMarkets the result of vibe coding"  
[X Link](https://x.com/eyekwasi/status/2017816840034980345)  2026-02-01T04:26Z [---] followers, [---] engagements


"@thdxr Anthropic use react version of tui for Claude"  
[X Link](https://x.com/eyekwasi/status/2017863922993275223)  2026-02-01T07:33Z [---] followers, [---] engagements


"@GenAI_is_real Yes window [--] release is going great"  
[X Link](https://x.com/eyekwasi/status/2018024144776892814)  2026-02-01T18:10Z [---] followers, [---] engagements


"@AmanSharma_554 More orgs use bitbucket $TEAM than Gitlab"  
[X Link](https://x.com/eyekwasi/status/2018397208937201813)  2026-02-02T18:52Z [---] followers, [---] engagements


"@Ashton_1nvests Same. I am heavy on these three and dca-ing. $ADBE $NOW $CRM"  
[X Link](https://x.com/eyekwasi/status/2018450011131191791)  2026-02-02T22:22Z [---] followers, [---] engagements


"$NVDA sans what is going on🫠 $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES"  
[X Link](https://x.com/eyekwasi/status/2018451944873046208)  2026-02-02T22:30Z [---] followers, [---] engagements


"@Dr_Gingerballs Copislop"  
[X Link](https://x.com/eyekwasi/status/2018749871587528982)  2026-02-03T18:14Z [---] followers, [---] engagements


"Bruh $DUOL @Adam_a_Dias I sold into the pain @Adam_a_Dias I sold into the pain"  
[X Link](https://x.com/eyekwasi/status/2018776863905079325)  2026-02-03T20:01Z [---] followers, [---] engagements


"@StockMKTNewz $DEEPSEEK"  
[X Link](https://x.com/eyekwasi/status/1996792510719709698)  2025-12-05T04:03Z [---] followers, [--] engagements


"🚨 Top BUY Alerts for the Week ending June [--] [----] [--] - HERITAGE INSURANCE HOLDINGS INC. ( $HRTG ) [--] - ROYALTY PHARMA PLC ( $RPRX ) [--] - LIFEMD INC. ( $LFMD ) [--] - INCYTE CORP ( $INCY ) [--] - BJ'S WHOLESALE CLUB HOLDINGS INC. ( $BJ ) [--] - HIMAX TECHNOLOGIES INC. ( $HIMX ) [--] - RH ( $RH ) [--] - IMAX CORP ( $IMAX ) [--] - VIASAT INC ( $VSAT ) [--] - PFIZER INC ( $PFE ) [--] - MATCH GROUP INC. ( $MTCH ) Spot the markets hidden gem 💎 stocks with Charly AIyour edge for clear Buy / Hold / Sell calls and full deep-dive analysis. Ready to spot alpha opportunities Tap the link in our bio."  
[X Link](https://x.com/eyekwasi/status/1936846403793469678)  2025-06-22T17:59Z [---] followers, [---] engagements

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