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# ![@sigmazerocap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1790850685166342146.png) @sigmazerocap Sigma Zero Capital

Sigma Zero Capital posts on X about stack, investment, about to, sentiment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1790850685166342146/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +66%
- X Months XXXXXXX +289%
- X Year XXXXXXX +456,947%

### Mentions: XX [#](/creator/twitter::1790850685166342146/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:posts_active.svg)

- X Week XX +29%
- X Month XX -XXXX%
- X Months XXX +42%
- X Year XXX +15,700%

### Followers: XXXXX [#](/creator/twitter::1790850685166342146/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:followers.svg)

- X Week XXXXX +2.20%
- X Month XXXXX +34%
- X Months XXXXX +448%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1790850685166342146/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1790850685166342146/influence)
---

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [musicians](/list/musicians)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[stack](/topic/stack), [investment](/topic/investment), [about to](/topic/about-to), [sentiment](/topic/sentiment), [all the](/topic/all-the), [$zeta](/topic/$zeta), [the only](/topic/the-only), [$docn](/topic/$docn), [$amd](/topic/$amd), [liquidated](/topic/liquidated)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Advanced Micro Devices (AMD)](/topic/$amd) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Reddit, Inc. (RDDT)](/topic/$rddt) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [CoreWeave, Inc. (CRWV)](/topic/$crwv)
### Top Social Posts [#](/creator/twitter::1790850685166342146/posts)
---
Top posts by engagements in the last XX hours

"@ALEXEIMARTOV I never do options and dont plan to"  
[X Link](https://x.com/sigmazerocap/status/1978546737737502999) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-15T19:41Z 3450 followers, XXX engagements


"Possibly but I don't think OAI/Anthropic need to lose for SaaS to gain. They operate in a different part of the stack -- providing the tokens that power agents that are accessed via apps. OAI uses Atlassian and Workdays products. SaaS capitulation has already happened imo and evidently so based on all the endless negative sentiment"  
[X Link](https://x.com/sigmazerocap/status/1978920947081187514) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:28Z 3451 followers, XXX engagements


"I've re-entered $ZETA. The stock is in a weird spot where adtech and SaaS investors alike don't understand it because its the only platform that uniquely extends across both use cases (DSP/CDP and marketing cloud). As a result despite a XX% organic rev growth profile at 12x EBITDA it trades far below both slower-growing adtech and SaaS peers. TTD is at 18x while XX% growth SaaS are 5-10x revenue (vs. 2.5x for $ZETA). There's simply no other SaaS company growing north of XX% trading at 2.5x (if you find me one please let me know). Yet everything I read from customer POVs continues to indicate"  
[X Link](https://x.com/sigmazerocap/status/1978876726651556275) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T17:32Z 3451 followers, 8784 engagements


"It's been difficult to find a metro outside of the US that is: a real city with culture English-speaking no or low cap gains tax manageable time zone for US market hours. What am I missing Cost won't be an issue for me. Is weather truly a dealbreaker"  
[X Link](https://x.com/sigmazerocap/status/1978237890795586024) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-14T23:14Z 3449 followers, 1912 engagements


"$DOCN probably still an AI infra sleeper pick. Also seems like $AMD wants to prop them up wouldnt be surprised if they made an investment to fund capex. But if nothing I think their XX datacenters probably worth more in a sale"  
[X Link](https://x.com/sigmazerocap/status/1973879296205992350) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-02T22:34Z 3448 followers, 3572 engagements


"Strong rally into year end confirmed. Strap in. Shorts and bears about to be liquidated. Thanks for playing"  
[X Link](https://x.com/sigmazerocap/status/1977424366926446702) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-12T17:21Z 3448 followers, 1666 engagements


"AI is great but it will create a lot more "digital" noise as digital content becomes saturated and stylistically homogenous. A byproduct will be greater scarcity value of heterogeneous human opinions and real world lived experiences"  
[X Link](https://x.com/sigmazerocap/status/1975620690767470768) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-07T17:54Z 3448 followers, 3281 engagements


"More AI-driven prototyping / vibe-coding may very well be more of a tailwind for the Atlassian stack whether than the headwind the market is pricing in"  
[X Link](https://x.com/sigmazerocap/status/1977805944030662807) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-13T18:37Z 3451 followers, XXX engagements


"Balancing across factors is way more effective in managing portfolio volatility and reducing systemic risk than increasing diversification"  
[X Link](https://x.com/sigmazerocap/status/1978156889411092583) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-14T17:52Z 3448 followers, 1223 engagements


"My Insta reels app is already XX% AI slop from Sora. Stephen Hawking wrestling in WWE. Michael Jackson in a post-UFC interview fight. The world is about to be so cooked"  
[X Link](https://x.com/sigmazerocap/status/1976467466789454152) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-10T01:58Z 3451 followers, 3630 engagements


"Any time I contemplate buying a new cheap small-cap stock I compare it with $DLO and almost always end up buying more of the latter. Very hard to beat its combo of growth valuation management and customer/market exposure"  
[X Link](https://x.com/sigmazerocap/status/1976346433818329123) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-09T17:58Z 3448 followers, 11.8K engagements


"Bought some $TEAM my first SaaS position in a while. Stock seems too oversold too cheap. Early feedback on Rovo seems quite positive. A lot of AI FUD out there but reality is likely more positive for TEAM's role in enabling agentic automation across software dev + PM workflows"  
[X Link](https://x.com/sigmazerocap/status/1977805942520795475) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-13T18:37Z 3451 followers, 3177 engagements


"$RDDT may be the only internet stock I know growing XX% y/y and trading at 30x EBITDA. Ignoring the AI noise for a bit the thesis is simple -- RDDT has a long runway to increase ads monetization driver higher ARPU and gainer a greater share of ad budgets. To put things into perspective RDDT only has XXX% of total digital ad spend today. SNPS and PINS both have XXX% and XXX% respectively. Some ad-checks on $RDDT last month from agencies: US Agency: "RDDT is X% of our media mix now for our clients coming from X% at the beginning of the year. Actual Y/Y growth has seen insane growth. Expect RDDT"  
[X Link](https://x.com/sigmazerocap/status/1976328513436426444) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-09T16:46Z 3451 followers, 4443 engagements


"I would be very surprised if $GTLB decides to sell for anywhere near "over $60". My bet is DDOG is interested but likely not enough. With that said more active software M&A activity is exactly what the sector needs to attract better flows as it implies the strategic value of these assets is no where near as impaired as market valuations suggest"  
[X Link](https://x.com/sigmazerocap/status/1978916554554380410) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:10Z 3451 followers, 2973 engagements


"@JFangold22776 Thanks for ruining my dream"  
[X Link](https://x.com/sigmazerocap/status/1978245944064770333) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-14T23:46Z 3444 followers, XXX engagements


"I'm seriously considering London as my abode next year. Under the new FIG rules I can essentially live and pay no taxes on my capital gains for X years. Don't require a work visa sponsor as a Canadian. Can someone convince me why this may or may not be a good idea DM open too"  
[X Link](https://x.com/sigmazerocap/status/1978237218687734266) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-14T23:11Z 3451 followers, 14.6K engagements


"Lots of interesting investing implications from thought. But I like $RDDT's increasingly relevant position as the gatekeeper of human perspectives and experiences. I'm sure it won't be immune to AI slop but RDDT may be one of the few places to get a non-AI answer on things"  
[X Link](https://x.com/sigmazerocap/status/1975620692290023716) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-07T17:54Z 3448 followers, 3306 engagements


"@Chorzz18 Yup makes sense. Thats why Im not betting the farm on SaaS here but if theres any time to start looking / adding some positions its now"  
[X Link](https://x.com/sigmazerocap/status/1978929890809303199) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T21:03Z 3452 followers, XX engagements


"@unusual_whales As it should be -- RoW is simply behind. Productive liquid assets that generate profits will always be a far greater investment than a fixed home with pipes bursting every year"  
[X Link](https://x.com/sigmazerocap/status/1978922049952170074) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:32Z 3452 followers, 1075 engagements


"@BubbleBeta @PharmakoiBoy Compared to $CRWV and at their scale definitely not"  
[X Link](https://x.com/sigmazerocap/status/1978870316643373535) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T17:07Z 3450 followers, XXX engagements