# ![@stoic_point Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1532807169787080705.png) @stoic_point Stoic Point Capital Management

Stoic Point Capital Management posts on X about $evlv, ai, $luxe, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1532807169787080705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:interactions.svg)

- [--] Week [-------] +2,194%
- [--] Month [-------] +993%
- [--] Months [-------] +75%
- [--] Year [---------] +808%

### Mentions: [--] [#](/creator/twitter::1532807169787080705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:posts_active.svg)

- [--] Week [--] -8.60%
- [--] Month [--] no change
- [--] Months [---] +212%
- [--] Year [---] +501%

### Followers: [-----] [#](/creator/twitter::1532807169787080705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:followers.svg)

- [--] Week [-----] +0.21%
- [--] Month [-----] +1.50%
- [--] Months [-----] +14%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1532807169787080705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  24% [stocks](/list/stocks)  20% [technology brands](/list/technology-brands)  8% [cryptocurrencies](/list/cryptocurrencies)  3% [social networks](/list/social-networks)  2% [financial services](/list/financial-services)  2% [countries](/list/countries)  2% [fashion brands](/list/fashion-brands)  2% [vc firms](/list/vc-firms)  #448 [mls](/list/mls)  1%

**Social topic influence**
[$evlv](/topic/$evlv) #3, [ai](/topic/ai) 15%, [$luxe](/topic/$luxe) #3, [in the](/topic/in-the) 9%, [hosted](/topic/hosted) #676, [express](/topic/express) #2097, [systems](/topic/systems) #2051, [investment](/topic/investment) 4%, [$axon](/topic/$axon) 3%, [private equity](/topic/private-equity) 3%

**Top accounts mentioned or mentioned by**
[@evolvtechnology](/creator/undefined) [@stoicpoint](/creator/undefined) [@sumzero](/creator/undefined) [@alphasenseinc](/creator/undefined) [@grok](/creator/undefined) [@clarksquarecap](/creator/undefined) [@stokedonwaves](/creator/undefined) [@nachunja](/creator/undefined) [@ragingbullcap](/creator/undefined) [@onisacsmalc](/creator/undefined) [@opmpod](/creator/undefined) [@iainmartin](/creator/undefined) [@leboenojeannot](/creator/undefined) [@pitdesi](/creator/undefined) [@reignots](/creator/undefined) [@etiennep53000](/creator/undefined) [@valueguruu](/creator/undefined) [@browdy12](/creator/undefined) [@pythiar](/creator/undefined) [@wsj](/creator/undefined)

**Top assets mentioned**
[Axon Enterprise, Inc. (AXON)](/topic/$axon) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Sprinklr Inc. (CXM)](/topic/$cxm) [Navan, Inc. (NAVN)](/topic/$navn) [Bitcoin (BTC)](/topic/bitcoin) [Motorola Solutions Inc (MSI)](/topic/$msi) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [CyberVein (CVT)](/topic/$cvt) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Butterfly Network, Inc. (BFLY)](/topic/$bfly) [MYT Netherlands Parent B.V. (MYTE)](/topic/$myte) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Now Coin (NOW)](/topic/$now) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [AvePoint, Inc. Class A Common Stock (AVPT)](/topic/$avpt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Mount Sinai implementing $EVLV this year joining other NYC hospitals like NY Presbyterian which have had it for years"  
[X Link](https://x.com/stoic_point/status/2018405385468866772)  2026-02-02T19:25Z [----] followers, [----] engagements


"This is a HUGE deal. $AXON top exec joins $EVLV board Henrik Khl is responsible for some legendary Axon investments: Flock Safety (7.5x) Cellebrite $CLBT Skydio (top drone maker) Fusus Dedrone. Evolvs board now has M&A heads from both $AXON and $MSI to steer it"  
[X Link](https://x.com/stoic_point/status/2021948117508403623)  2026-02-12T14:02Z [----] followers, [----] engagements


"$BCSS Private equity is returning to SPACs. Past SPAC PE sponsors incl. Thoma Dragoneer True Wind. Last cycle PE did some "good" deals w/ quality targets $CLBT $CVT $ROVR $CCCS $IS Could we soon start to see quality companies come public via SPAC again https://twitter.com/i/web/status/1965485927289290871 https://twitter.com/i/web/status/1965485927289290871"  
[X Link](https://x.com/stoic_point/status/1965485927289290871)  2025-09-09T18:42Z [----] followers, [----] engagements


"Really enjoyed this conversation with @opmpod And loved trying the new format 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is changing the analyst role and more. https://t.co/JTcBloYndI 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is"  
[X Link](https://x.com/stoic_point/status/1965502180309561504)  2025-09-09T19:46Z [----] followers, [----] engagements


"Is Haveli conducting the slowest and sneakiest LBO at $BLND"  
[X Link](https://x.com/stoic_point/status/1998041877728334013)  2025-12-08T14:48Z [----] followers, [----] engagements


"$BFLY is up over 60% in the past month and more than 100% since summer and the chair of its audit committee just bought $570k in the open market doubling her position"  
[X Link](https://x.com/stoic_point/status/2001408512652644860)  2025-12-17T21:45Z [----] followers, [----] engagements


"SAKS GOING BK Core to our $LUXE pitch: industry structure SIGNIFICANTLY improves partly from a transformative deal but also competitors keep disappearing. Mkt chart needs constant updates: #3 Saks going BK. #4 FTCH parent raided by K-Feds. #8 Ssense filed for BK. Meanwhile. (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we"  
[X Link](https://x.com/stoic_point/status/2003521133963088338)  2025-12-23T17:40Z [----] followers, [----] engagements


"Great Q/point. Ecomm (lux ecomm w/ tighter subset of key partners/suppliers) has had a nasty history full of irrational actors pursuing mkt share funded by momo (see $FTCH who wiped out equity holders this way). $MYTE (now $LUXE) mgmt focused on strong cohort economics and now emerges the dominant survivor/must-have for luxury brands to distribute. https://twitter.com/i/web/status/2003525492234944607 https://twitter.com/i/web/status/2003525492234944607"  
[X Link](https://x.com/stoic_point/status/2003525492234944607)  2025-12-23T17:57Z [----] followers, [---] engagements


"PR crises happening increasingly over social (Bud Light Cracker Barrel Astronomer and now Hilton) and the need to detect assess and respond in a fast & coordinated manner across channels is a big reason why $CXM is used by so many F500 companies. Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk"  
[X Link](https://x.com/stoic_point/status/2008534497667751949)  2026-01-06T13:41Z [----] followers, [----] engagements


"Broken IPOs. Anything interesting"  
[X Link](https://x.com/stoic_point/status/2014045886511456483)  2026-01-21T18:42Z [----] followers, [----] engagements


"First $ANGI and now $VMEO. Two former $IAC cos doing massive RIFs this month replacing ppl with AI. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by private equity in a technology company skin suit. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by"  
[X Link](https://x.com/stoic_point/status/2014459329672626231)  2026-01-22T22:05Z [----] followers, [----] engagements


"Where is Thoma Bravo Where is Vista Stop this crisis at $NOW. Announce that all ARR is safe. LBO a top [--] enterprise SaaS company. Do it before Monday"  
[X Link](https://x.com/stoic_point/status/2016896471690543444)  2026-01-29T15:29Z [----] followers, [---] engagements


"$EVLV demand: when the tech is needed so much that workers go on strike to get it "hospitals have taken steps in line with some of the nurses demands.Mount Sinai.wrote that the hospital.was purchasing a weapons detection system.called Evolv" https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/ https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/"  
[X Link](https://x.com/stoic_point/status/2018389076664357279)  2026-02-02T18:20Z [----] followers, [----] engagements


"$EVLV East Baton Rouge Parish Schools Triples its Evolv Express Gen2 Fleet https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security"  
[X Link](https://x.com/stoic_point/status/2018698844226343209)  2026-02-03T14:51Z [----] followers, [---] engagements


"Streets are getting flooded with bathwater"  
[X Link](https://x.com/anyuser/status/2018765235419779547)  2026-02-03T19:15Z [----] followers, [---] engagements


"$EVLV "New bill aimed at keeping Georgia schools safer is being discussed by state leaders. It would require local school districts to install weapons detection systems in entrances." https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/ https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/"  
[X Link](https://x.com/stoic_point/status/2018827777911484554)  2026-02-03T23:23Z [----] followers, [----] engagements


"@grok how many total public schools are there in Georgia"  
[X Link](https://x.com/stoic_point/status/2018829247759204451)  2026-02-03T23:29Z [----] followers, [---] engagements


"Gwinnett was the largest deal in @EvolvTechnology history SO FAR. But shouldn't be surprising to see more states do this. At least [--] times last year (Apr Oct Nov) @EvolvTechnology stopped a kid with a loaded gun at a Georgia school"  
[X Link](https://x.com/stoic_point/status/2018833678999417339)  2026-02-03T23:47Z [----] followers, [---] engagements


"$EVLV this MASSIVE bill is moving along and ALONE would be more than a entire year's worth of units and new ARR.go GA "The state would fund purchases of detection systems." https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac"  
[X Link](https://x.com/stoic_point/status/2019764765732782150)  2026-02-06T13:27Z [----] followers, [----] engagements


"Great points. What's safe in tech right now sounds a lot like $EVLV these days (no pun intended) This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) - This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world"  
[X Link](https://x.com/stoic_point/status/2020681374462800157)  2026-02-09T02:09Z [----] followers, [----] engagements


"How does this square with the wreckage in public SaaS from Claude Legal Who's wrong - public investors or VCs Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch https://t.co/skXhaAZcCO 📥 Send tips https://t.co/wlNZvXtJTU Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch"  
[X Link](https://x.com/stoic_point/status/2020912703649570959)  2026-02-09T17:28Z [----] followers, [----] engagements


"$LUXE $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many"  
[X Link](https://x.com/stoic_point/status/2021207181434216590)  2026-02-10T12:58Z [----] followers, [---] engagements


"$EVLV x Carolina Tarheels Evolv Expands Presence in College Sports with Addition of Carolina Athletics https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/stoic_point/status/2021220304811356665)  2026-02-10T13:50Z [----] followers, [---] engagements


"From $LUXE call re taking advantage of Saks: "Mytheresa is best positioned to take advantage of these opportunities. it's now the second quarter where we grew over 20% in the US at constant currency over 30%. So we are taking market share in the United States.But Net-A-Porter and Mr. Porter are absolutely well positioned as well. They are actually even stronger. Brand awareness and brand appreciation in the US. They are not as finely tuned yet. There's still work to be done but with warehouse operations out of Jersey being able to deliver same day in greater Manhattan. There's real"  
[X Link](https://x.com/stoic_point/status/2021227174234038452)  2026-02-10T14:18Z [----] followers, [---] engagements


"RT @stoic_point: (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @"  
[X Link](https://x.com/stoic_point/status/2021313360835342783)  2026-02-10T20:00Z [----] followers, [--] engagements


"RT @leboenojeannot: $EVLV at the TS Cowen Conference today found the perfect way to explain why as a SaaS company they have nothing to fe"  
[X Link](https://x.com/stoic_point/status/2021686095956554033)  2026-02-11T20:41Z [----] followers, [--] engagements


"@pitdesi If you're Anthropic and have your choice of capital partnerswhy take any $ from firms that are also funding your competitors VCs are supposed to be strategic advisors too (not just $) so why partner with someone conflicted by your success"  
[X Link](https://x.com/stoic_point/status/2022028012578107719)  2026-02-12T19:20Z [----] followers, [---] engagements


"$NAVN Have done some more reading here (perhaps the AI short report was too punitive).but that said still in search of a reason for why A16Z has bought $40mm of this stock recently (10% of mkt cap). Any takers Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. https://t.co/R49daq158Z Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't"  
[X Link](https://x.com/stoic_point/status/2009768798715584852)  2026-01-09T23:26Z [----] followers, [----] engagements


"People need to remember $CHRW already survived "digital disruptors" like Uber Freight Convoy (raised $1bn from blue chips) and many others. Instead of dying it adopted the tech itself and leveraged distribution to expand margins.sound familiar *cough cough SaaS* Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) https://t.co/Wt1A0PSD9l Freight forwarding is an industry that"  
[X Link](https://x.com/stoic_point/status/2022036264715973031)  2026-02-12T19:53Z [----] followers, [----] engagements


"(1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their financial advisor prior to making any investment decision. This post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their"  
[X Link](https://x.com/stoic_point/status/1939731950811664822)  2025-06-30T17:05Z [----] followers, 24.9K engagements


"Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg"  
[X Link](https://x.com/stoic_point/status/2004954301295431796)  2025-12-27T16:35Z [----] followers, [----] engagements


"$EVLV stadium hosted Club World Cup last year was told by FIFA to use @EvolvTechnology and had such positive experience they came on as a customer FC Cincinnati Kicks Off [----] with Addition of Evolv Express Systems to TQL Stadium Entrances - https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances"  
[X Link](https://x.com/stoic_point/status/2019420679398125696)  2026-02-05T14:39Z [----] followers, [----] engagements


"JPM upgrades $LUXE today with a $14PT with a "second leg" going to $20+ (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not"  
[X Link](https://x.com/stoic_point/status/2022038501399859203)  2026-02-12T20:02Z [----] followers, [---] engagements


"@Reignots @ClarkSquareCap @EtienneP53000 These guys are sharp fast and ruthless. Shutting it now would be de-leveraging (less revs on same cost base) and selling difficult to disentangle in NTM. Also already clear path to growth and margin so time is on their side. NOT investment advice"  
[X Link](https://x.com/stoic_point/status/1992337896301535344)  2025-11-22T21:02Z [----] followers, [---] engagements


"$EVLV rapid insider cluster buying continues w/ CEO now joining directors to buy shares in open mkt filed this AM Now another $EVLV board director steps in to buy the dip today https://t.co/1n4rPbFZoL Now another $EVLV board director steps in to buy the dip today https://t.co/1n4rPbFZoL"  
[X Link](https://x.com/stoic_point/status/1993009293176848430)  2025-11-24T17:30Z [----] followers, [----] engagements


"On its Q3 call $EVLV disclosed its biggest deal ever. Clear to see why Gwinnett Co. spent $ for these results: "Police say new weapons detectors.led them to a loaded gun and drugs.the student went through the Evolv system with a 3.5-inch knife" https://www.yahoo.com/news/articles/weapons-detector-finds-knife-student-224959840.html https://www.yahoo.com/news/articles/weapons-detector-finds-knife-student-224959840.html"  
[X Link](https://x.com/stoic_point/status/1993316743746388185)  2025-11-25T13:52Z [----] followers, [----] engagements


"$EVLV Chief Revenue Officer joins the CEO and two board members by buying stock today $EVLV rapid insider cluster buying continues w/ CEO now joining directors to buy shares in open mkt filed this AM https://t.co/rpF6Xgpur8 $EVLV rapid insider cluster buying continues w/ CEO now joining directors to buy shares in open mkt filed this AM https://t.co/rpF6Xgpur8"  
[X Link](https://x.com/stoic_point/status/1993432091019952465)  2025-11-25T21:30Z [----] followers, [----] engagements


"@ValueGuruu Great stuff How do you compare this to $CXM same category but generally larger enterprise customers. Also sub 2x revs w/ an AI story"  
[X Link](https://x.com/stoic_point/status/1993716653486694723)  2025-11-26T16:21Z [----] followers, [--] engagements


"$EVLV more UK biz"  
[X Link](https://x.com/stoic_point/status/1994405029030302039)  2025-11-28T13:56Z [----] followers, [----] engagements


"$EVLV interesting thread. Clustered insider buying is one thing.but the prior CFO's new firm making it their largest single stock position is something else. Nice find @b_rowdy12 5/ This is the most critical piece: The large investment is linked to an individual who was a former CFO of Evolv and is now on the firm's advisory board. Mittelman is acting on private high-conviction knowledge that the company is fully de-risked and ready to execute. 🤝 5/ This is the most critical piece: The large investment is linked to an individual who was a former CFO of Evolv and is now on the firm's advisory"  
[X Link](https://x.com/stoic_point/status/1994467022768312623)  2025-11-28T18:02Z [----] followers, [----] engagements


"Imagine thinking this is a good advertisement 😬 $EVLV"  
[X Link](https://x.com/stoic_point/status/1995613514157920483)  2025-12-01T21:58Z [----] followers, [----] engagements


"$EVLV more customers upgrading to Gen II and renewing 4-yr contracts = more RPO *Those older units in the background get a refurb and go into Evolv Flex to sell to new price sensitive customers"  
[X Link](https://x.com/stoic_point/status/1995929553555128826)  2025-12-02T18:54Z [----] followers, [----] engagements


"@PythiaR In many ways this is the investment case for $AVPT and why they're growing so fast"  
[X Link](https://x.com/stoic_point/status/1995944967089652067)  2025-12-02T19:55Z [----] followers, [----] engagements


"Trying to fathom how the Bending Spoons M&A strategy of big premiums for bad/dying internet companies makes any sense so pulled up ITLB.and now $SPOT has a comments section on podcasts"  
[X Link](https://x.com/stoic_point/status/1996666756266709508)  2025-12-04T19:43Z [----] followers, [----] engagements


"$EVLV preventing violence in schools every day. Express + eXpedite customer https://www.salemreporter.com/2025/12/02/sprague-student-arrested-after-bringing-gun-to-school/utm_campaign=8896591-FY25%20-%20General%20Social&utm_content=360583971&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3658410 https://www.salemreporter.com/2025/12/02/sprague-student-arrested-after-bringing-gun-to-school/utm_campaign=8896591-FY25%20-%20General%20Social&utm_content=360583971&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3658410"  
[X Link](https://x.com/stoic_point/status/1996984059487207594)  2025-12-05T16:44Z [----] followers, [---] engagements


"$EVLV prevented [--] school shootings last week incl this one in AL. Theres a reason this kid brought a gun to school. Whether its beef with someone or retaliatory-we dont knowTheres a reason he tried to enter the school with it said Sheriff Burch. https://www.fox10tv.com/2025/12/04/severe-crisis-was-averted-sheriff-credits-sro-weapon-detection-system-stopping-williamson-student-with-gun/ https://www.fox10tv.com/2025/12/04/severe-crisis-was-averted-sheriff-credits-sro-weapon-detection-system-stopping-williamson-student-with-gun/"  
[X Link](https://x.com/stoic_point/status/1998039124478181708)  2025-12-08T14:37Z [----] followers, [---] engagements


"1. This looks good [--]. The $AXON product placement is everywhere wow AI is the future of criminal justice and its closer than you think. Mercy is only in theaters January [--]. Filmed for IMAX. Experience it in 3D. https://t.co/Hmrdr8j3G9 AI is the future of criminal justice and its closer than you think. Mercy is only in theaters January [--]. Filmed for IMAX. Experience it in 3D. https://t.co/Hmrdr8j3G9"  
[X Link](https://x.com/stoic_point/status/1998454285047312437)  2025-12-09T18:06Z [----] followers, [----] engagements


"$EVLV $1mm new deal as existing school districts expand from high schools to middle schools https://fredericksburg.com/news/local/article_33167855-2f99-4f26-b310-4fa82b7ff9a9.htmlutm_campaign=snd-autopilot&utm_medium=social&utm_source=twitter_NewsInTheBurg https://fredericksburg.com/news/local/article_33167855-2f99-4f26-b310-4fa82b7ff9a9.htmlutm_campaign=snd-autopilot&utm_medium=social&utm_source=twitter_NewsInTheBurg"  
[X Link](https://x.com/stoic_point/status/1998748534837809657)  2025-12-10T13:36Z [----] followers, [----] engagements


"As LLMs race each other on new features they'll increasingly need to rely on specialized trained and compliant AI for mental health which only Talkspace $TALK is bringing to market in the next few months via @WSJ https://www.wsj.com/tech/ai/chatgpt-murder-suicide-greenwich-openai-fd14fac2st=1YSZrZ https://www.wsj.com/tech/ai/chatgpt-murder-suicide-greenwich-openai-fd14fac2st=1YSZrZ"  
[X Link](https://x.com/stoic_point/status/1999254802950423032)  2025-12-11T23:07Z [----] followers, [---] engagements


"$EVLV after this terrible shooting good to see Brown now putting @EvolvTechnology at all academic buildings but unfortunate these tend to be reactive rather than proactive in schools and higher ed. Eventually Evolvs tech will be everywhere Brown University Shooting Suspect Who "Yelled Something Unique" Before Attack On Jewish Studies Classroom Traveled From Wisconsin https://t.co/oMSk4eKMLO Brown University Shooting Suspect Who "Yelled Something Unique" Before Attack On Jewish Studies Classroom Traveled From Wisconsin https://t.co/oMSk4eKMLO"  
[X Link](https://x.com/stoic_point/status/2000303918170112461)  2025-12-14T20:36Z [----] followers, 11.9K engagements


"Two min scrolling the news and its obvious why more religious gatherings will require @EvolvTechnology this holiday season $EVLV The Menorah in the D event is located at Cadillac Square : Security screening via Evolv Screening will be at the main entrances. Please note that weapons coolers bicycles heelies and skateboards are prohibited. All bags and backpacks are subject to search. https://t.co/hqLKzzxV3y The Menorah in the D event is located at Cadillac Square : Security screening via Evolv Screening will be at the main entrances. Please note that weapons coolers bicycles heelies and"  
[X Link](https://x.com/stoic_point/status/2000408889985314949)  2025-12-15T03:33Z [----] followers, [----] engagements


"Or just use $EVLV @EvolvTechnology like they do in FL. "The process at Walt Disney World is much quicker due to this technology while the process at Disneyland is easily slowed down due to the manual checking. The manual process at Disneyland feels invasive and old school." Disneyland Resort is testing out wheels and no wheels security lanes. Groups with strollers and wheeled mobility devices go through a designated line. The process is expected to make security lines go quickly and efficiently. (https://t.co/rZmTsCTeQK) https://t.co/LaFf4VykBs Disneyland Resort is testing out wheels and no"  
[X Link](https://x.com/stoic_point/status/2000701179290935443)  2025-12-15T22:55Z [----] followers, [----] engagements


"$EVLV gets a BIG $4mm deal for ALL county public schools in the Douglas County School System "We will implement this technology across all grade levels in every school as early as January the district said in a statement." https://www.wsbtv.com/news/local/douglas-county/douglas-county-school-board-approves-new-weapons-detectors-all-county-schools/YZJWG4TQJZEVVEQNKZOSUMYYBY/ https://www.wsbtv.com/news/local/douglas-county/douglas-county-school-board-approves-new-weapons-detectors-all-county-schools/YZJWG4TQJZEVVEQNKZOSUMYYBY/"  
[X Link](https://x.com/stoic_point/status/2001017528970305811)  2025-12-16T19:52Z [----] followers, 12K engagements


"Check out the quoted tweets and comments here. If Flock was public (eventually prob will be) it would face the same short attacks and false narratives $AXON and $EVLV weathered. And just like both of those all that matters are the amazing results for customers and citizens I'm incredibly proud that Flock Safety played a key role in working with first responders to find the suspect in the Brown and MIT murders. America cannot tolerate tragedies like what we saw at Brown and MIT this past week. The single best way to curb crime is to make sure I'm incredibly proud that Flock Safety played a key"  
[X Link](https://x.com/stoic_point/status/2002085466049589332)  2025-12-19T18:35Z [----] followers, [----] engagements


"$EVLV @SBUnfurled New security measures beginning with Saturdays mens basketball game against Le Moyne. The Evolv Express Gen2 system will provide advanced entry screening using advanced sensor technology and AI to detect concealed threats. Other metal detectors at less trafficked entrances. 🏀 @SBUnfurled New security measures beginning with Saturdays mens basketball game against Le Moyne. The Evolv Express Gen2 system will provide advanced entry screening using advanced sensor technology and AI to detect concealed threats. Other metal detectors at less trafficked entrances. 🏀"  
[X Link](https://x.com/stoic_point/status/2002127919913861349)  2025-12-19T21:24Z [----] followers, [----] engagements


"$EVLV not done with Q4 yet https://www.local3news.com/local-news/new-ai-based-weapons-detector-installed-at-rhea-county-high-school/article_76b9f292-a4c4-4f82-baee-cbeb8e70067e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share https://www.local3news.com/local-news/new-ai-based-weapons-detector-installed-at-rhea-county-high-school/article_76b9f292-a4c4-4f82-baee-cbeb8e70067e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"  
[X Link](https://x.com/stoic_point/status/2002259347980812299)  2025-12-20T06:06Z [----] followers, [----] engagements


"MYTE management is applying their successful playbook to Net-A-Porter/Mr. Porter. Deal closed in April and this is already what Similarweb traffic trends look like for the acquired biz"  
[X Link](https://x.com/stoic_point/status/2003521136634790028)  2025-12-23T17:40Z [----] followers, [---] engagements


"@stoked_on_waves Same business yes. Same business model No. Key in lux ecomm is the anti-Amazon model. Don't need something for everyone - and too many focused on breadth. MYTE's approach: focus on having the right stuff for the richest most loyal least price sensitive consumers"  
[X Link](https://x.com/stoic_point/status/2003526407406907417)  2025-12-23T18:01Z [----] followers, [--] engagements


"$EVLV more courthouses using Express and eXpedite AI for bag scanning: a high-tech weapons detection system that uses AI to assist deputies when scanning visitorstwo Evolv Express Weapons Screening units and two Evolv eXpedite baggage X-ray units https://www.observer-reporter.com/news/local-news/2025/dec/24/workers-install-new-front-doors-to-washington-county-courthouses-main-entrance/ https://www.observer-reporter.com/news/local-news/2025/dec/24/workers-install-new-front-doors-to-washington-county-courthouses-main-entrance/"  
[X Link](https://x.com/stoic_point/status/2003815428465025037)  2025-12-24T13:10Z [----] followers, [---] engagements


"$EVLV Herschend Enterprises which just doubled its footprint in May (50 parks) now the largest family-owned themed attractions co in the US.is standardizing ALL venues on @EvolvTechnology in [----]. + the takeaways from this @TegusHQ call (not us) are amazing"  
[X Link](https://x.com/stoic_point/status/2004611052923986064)  2025-12-26T17:51Z [----] followers, [----] engagements


"For the "what about FTC" and "what about knives" crowd"  
[X Link](https://x.com/stoic_point/status/2004611054719115755)  2025-12-26T17:51Z [----] followers, [---] engagements


"Zuckerberg General Hospital now putting in $EVLV everywhere and fast (which sadly it already planned to do ahead of CA state requirement) following deadly hospital stabbing this month Community mourns Alberto Rangel [--] a social worker at San Francisco General Hospital after he was fatally stabbed by a patient. Colleagues lit candles in his honor Sunday night and called for stronger safety protections at the hospital. https://t.co/QheAgGMzbb Community mourns Alberto Rangel [--] a social worker at San Francisco General Hospital after he was fatally stabbed by a patient. Colleagues lit candles in"  
[X Link](https://x.com/stoic_point/status/2004645658666697054)  2025-12-26T20:09Z [----] followers, [----] engagements


"$LUXE BREAKING: Saks is preparing to file for bankruptcy within days after missing an interest payment on its debt. https://t.co/U8i7nJdnU8 BREAKING: Saks is preparing to file for bankruptcy within days after missing an interest payment on its debt. https://t.co/U8i7nJdnU8"  
[X Link](https://x.com/stoic_point/status/2006532723096334479)  2026-01-01T01:07Z [----] followers, [----] engagements


"$EVLV closes [----] with another school district in TN https://www.wsmv.com/video/2025/12/31/evolv-weapons-detection-system-installed/ https://www.wsmv.com/video/2025/12/31/evolv-weapons-detection-system-installed/"  
[X Link](https://x.com/stoic_point/status/2007085217035796901)  2026-01-02T13:43Z [----] followers, [----] engagements


"$EVLV a reminder why customer research can be so important esp in disproving false narratives. Next time youre at an @EvolvTechnology venue just ask them what they think. Thats research. Bravo to these investors doing recent calls this one with a school:"  
[X Link](https://x.com/stoic_point/status/2008529395217314295)  2026-01-06T13:21Z [----] followers, [----] engagements


"Anyone still using Perplexity"  
[X Link](https://x.com/stoic_point/status/2008691580144918717)  2026-01-07T00:06Z [----] followers, [---] engagements


"$LUXE Net-A-Porter deal closed in Apr and Similarweb traffic looks incredible - December gangbusters - while MyTheresa continues to crush it. Chart below is 80% of the biz. Web traffic continues to improve for $LUXE brands. Net-a-Porter growing 30% Mytheresa 20% and Mr. Porter at a HSD rate. https://t.co/pB4xqs1ZSX Web traffic continues to improve for $LUXE brands. Net-a-Porter growing 30% Mytheresa 20% and Mr. Porter at a HSD rate. https://t.co/pB4xqs1ZSX"  
[X Link](https://x.com/stoic_point/status/2008953555965890966)  2026-01-07T17:27Z [----] followers, [---] engagements


"$EVLV "Detroit goes from one of Americas most dangerous cities to historic low crime rates" https://www.mlive.com/news/2026/01/detroit-goes-from-one-of-americas-most-dangerous-city-to-historic-low-crime-rates.html https://www.mlive.com/news/2026/01/detroit-goes-from-one-of-americas-most-dangerous-city-to-historic-low-crime-rates.html"  
[X Link](https://x.com/stoic_point/status/2009035250379202645)  2026-01-07T22:51Z [----] followers, [----] engagements


"$EVLV The implementation of Evolv weapons detection systems in GCPS has progressed to the next stage The security system is now operating in every high school throughout the district. Learn more here: https://t.co/fc97MqrfZy https://t.co/Jlhfxzn2Ng The implementation of Evolv weapons detection systems in GCPS has progressed to the next stage The security system is now operating in every high school throughout the district. Learn more here: https://t.co/fc97MqrfZy https://t.co/Jlhfxzn2Ng"  
[X Link](https://x.com/stoic_point/status/2009277361431228918)  2026-01-08T14:53Z [----] followers, [---] engagements


"Incredible financials. A great one for us out of the De-SPAC mayhem a few years ago but can't help but question what is ARR runway given no new logo runway (like you said 90% using already) Growth relies on pricing and upsell but haven't been as active as would have thought on M&A to upsell more stuff. Fantastic biz would love more conviction in what drives multi-year growth after a big product cycle. https://twitter.com/i/web/status/2014065880431468749 https://twitter.com/i/web/status/2014065880431468749"  
[X Link](https://x.com/stoic_point/status/2014065880431468749)  2026-01-21T20:01Z [----] followers, [----] engagements


"@FischerJiriML @nachunja and you both like it. Is it really trading at 6x '27 EBITDA and growing revs 20%+ Or this cash is restricted customer balances"  
[X Link](https://x.com/stoic_point/status/2014067270495117528)  2026-01-21T20:07Z [----] followers, [---] engagements


"Question: what is it about customer survey companies that private equity likes so much $MDLA then $XM and now $MNTV Are Surveys To Make Hard Are Surveys To Make Hard"  
[X Link](https://x.com/stoic_point/status/1635414541411684352)  2023-03-13T22:56Z [----] followers, [---] engagements


"Has tweeted just [--] times this month about his failing SPAC deal ( $BRR / $CCCM).but over [--] times about $OPEN since buying shares and jumping on that bandwagon. Gotta respect the speed"  
[X Link](https://x.com/stoic_point/status/1957460926640349621)  2025-08-18T15:13Z [----] followers, [----] engagements


"@stoked_on_waves There's nothing used here. Perhaps you're thinking of $TDUP $RENT or $SFIX"  
[X Link](https://x.com/stoic_point/status/2003528493876105500)  2025-12-23T18:09Z [----] followers, [---] engagements


"At least half a dozen wrongful death suits pending against OpenAI not including this. $TALK will be releasing an industry first commercial mental health AI early [--] possibly w/ big partners. Expect meaningful commercial uptake and a significant narrative around it. Things ChatGPT told a mentally ill man before he murdered his mother: https://t.co/Ot4iC6HO0T Things ChatGPT told a mentally ill man before he murdered his mother: https://t.co/Ot4iC6HO0T"  
[X Link](https://x.com/stoic_point/status/2006170132767191196)  2025-12-31T01:06Z [----] followers, [----] engagements


"$SG CNBC long idea "RFK Jr.s new food guidelines could boost beaten down fast-casual chains like Chipotle and Sweetgreen" CNBC $SG CNBC long idea "RFK Jr.s new food guidelines could boost beaten down fast-casual chains like Chipotle and Sweetgreen" CNBC"  
[X Link](https://x.com/stoic_point/status/2009368055189807358)  2026-01-08T20:54Z [----] followers, [---] engagements


"Not involved but seriously cmon"  
[X Link](https://x.com/stoic_point/status/2009389755566350835)  2026-01-08T22:20Z [----] followers, [---] engagements


"$EVLV pop quiz: how many VA facilities are there (largest integrated system in the US ). This [--] hospital is putting in five units. Bonus Q: how many units is [--] x # of VA hospitals How much $ of ARR Should Evolv be in just hospitals or also rehab outpatient locations too"  
[X Link](https://x.com/stoic_point/status/2009736597944869314)  2026-01-09T21:18Z [----] followers, [----] engagements


"RT @chamath: I sold my ownership in the Warriors last year in part because I was pretty sure competition for the NBA was coming a la LIV"  
[X Link](https://x.com/stoic_point/status/2010781802076754012)  2026-01-12T18:31Z [----] followers, [---] engagements


"$LUXE unnamed Stoic Point family members are a little too eager to take part in the diligence process on this one"  
[X Link](https://x.com/stoic_point/status/2011525118569165249)  2026-01-14T19:45Z [----] followers, [----] engagements


"$EVLV All teams headed to the facility now must enter from the Malcolm X Boulevard entrance where they will pass through a new EVOLV security screening system https://www.nbcboston.com/news/local/reggie-lewis-center-security-protocols-gun-incident-track-meet/3878092/#::text=the%20Malcolm%20X-Boulevard-entrance%20where%20they https://www.nbcboston.com/news/local/reggie-lewis-center-security-protocols-gun-incident-track-meet/3878092/#::text=the%20Malcolm%20X-Boulevard-entrance%20where%20they"  
[X Link](https://x.com/stoic_point/status/2011870613288239190)  2026-01-15T18:38Z [----] followers, [---] engagements


"Remember web3"  
[X Link](https://x.com/stoic_point/status/2012367200355549329)  2026-01-17T03:31Z [----] followers, [---] engagements


"$TALK @talkspace built this and is making it available to all Americans (possibly for free) in a few months. This is diabolical. OpenAIs ChatGPT convinced a guy to do a murder-suicide To be safe AI must be maximally truthful-seeking and not pander to delusions. This is diabolical. OpenAIs ChatGPT convinced a guy to do a murder-suicide To be safe AI must be maximally truthful-seeking and not pander to delusions"  
[X Link](https://x.com/stoic_point/status/2013748519350264151)  2026-01-20T23:00Z [----] followers, [----] engagements


"60% discount to last valuation of $12bn. Thesis: We are going to see more '21-'22 era unicorns go public via IPO or SPAC at big discounts to last private rounds. Already down a lot VCs will puke shares ASAP regardless of price and there will be good opps for public investors. Wowza Capital One acquiring Brex for $5.15B https://t.co/p4IHO1FWrL Wowza Capital One acquiring Brex for $5.15B https://t.co/p4IHO1FWrL"  
[X Link](https://x.com/stoic_point/status/2014462779739247056)  2026-01-22T22:18Z [----] followers, [----] engagements


"$EVLV every month more gun violence in schools averted "According to JPS the districts EVOLV security screening system alerted staff to a concealed handgun in the scholars waistband." https://www.wlbt.com/2026/01/22/student-found-with-weapon-jps-school-entrance/ https://www.wlbt.com/2026/01/22/student-found-with-weapon-jps-school-entrance/"  
[X Link](https://x.com/stoic_point/status/2014474743060295741)  2026-01-22T23:06Z [----] followers, [----] engagements


"If you invest in SaaS are tracking the AI bear thesis or simply are looking for the best clean set of data no one is doing it better and putting it out for free than @MeritechCapital"  
[X Link](https://x.com/stoic_point/status/2016568343407579547)  2026-01-28T17:45Z [----] followers, [---] engagements


"13 years ago I picked up my Model S in Fremont after an incredible factory tour (used to come with purchase back then). Still drive it daily. Sad that this gorgeous car line is coming to an end"  
[X Link](https://x.com/stoic_point/status/2016731358446702867)  2026-01-29T04:33Z [----] followers, [---] engagements


"@Paul_Heckman_ @EvolvTechnology CEO is buying shares (are you talking about automatic tax selling from vesting) Directors also buying shares Saving lives and insider buys. Market prob missing something insiders and customers are seeing. Not advice"  
[X Link](https://x.com/stoic_point/status/2017077300043665650)  2026-01-30T03:27Z [----] followers, [--] engagements


"SPACs (mostly deservedly so) catch flak for being low quality. But IPOs in the same cohort have a lot of crap too. $FXLV F45 abandoned its SPAC and instead IPOed with Goldman Sachs as lead left. https://www.marketwatch.com/story/f45-training-shares-plummet-77-on-plans-to-delist-from-nyse-f907d3ba https://www.marketwatch.com/story/f45-training-shares-plummet-77-on-plans-to-delist-from-nyse-f907d3ba"  
[X Link](https://x.com/stoic_point/status/1691490863103565824)  2023-08-15T16:43Z [----] followers, [---] engagements


"@JulianKlymochko What about the Cantor SPACs $CPEF for example"  
[X Link](https://x.com/stoic_point/status/1973166289301676210)  2025-09-30T23:21Z [----] followers, [---] engagements


"$EVLV eXpedite: Orange County Public Schools to begin testing high-tech weapons detection system https://www.wesh.com/article/orange-county-public-schools-testing-weapons-detection-system/70194147 https://www.wesh.com/article/orange-county-public-schools-testing-weapons-detection-system/70194147"  
[X Link](https://x.com/stoic_point/status/2017390766650495116)  2026-01-31T00:13Z [----] followers, [----] engagements


"In light of all the fear in SaaS right now found it interesting to go back (just [--] years ago) and re-read this + his Medium post about securitizing software ARR. Interesting to reflect on how quickly things change. Most interesting job in the world. 1) Great post on ABS backed by recurring software revenue. As Robert Smith says Software contracts are better than first-lien debt. You realize a company will not pay the interest payment on their first lien until after they pay their software maintenance or subscription fee. 1) Great post on ABS backed by recurring software revenue. As Robert"  
[X Link](https://x.com/stoic_point/status/2018113794468426032)  2026-02-02T00:06Z [----] followers, [----] engagements


"@ragingbullcap Would challenge you on GM% problem being structural & not fixable otherwise would have been fixed before. Not an issue about sharing $ w/ content creators and instead that COGS (cloud infra) aren't tied to revs. Remember me sharing a video w/ you is all cost and zero revenue"  
[X Link](https://x.com/stoic_point/status/1980679274983223432)  2025-10-21T16:55Z [----] followers, [---] engagements


"@ragingbullcap Video is expensive and their users don't watch ads in messages. Consider that text-heavy sites like $RDDT $NXDR and $YELP have amazing gross margins"  
[X Link](https://x.com/stoic_point/status/1980679606350107083)  2025-10-21T16:56Z [----] followers, [---] engagements


"$JAMF depressed SaaS going privatebeing sold by one large PE owner to another PE owner. Prediction: we will see more of this public SaaS-controlled-by-PE-selling-to-another-PE thing in the near to medium term Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw"  
[X Link](https://x.com/stoic_point/status/1983532108955193796)  2025-10-29T13:51Z [----] followers, [---] engagements


"Remember bitcoin treasury"  
[X Link](https://x.com/stoic_point/status/1990536812826407367)  2025-11-17T21:45Z [----] followers, [----] engagements


"RT @stoic_point: Remember bitcoin treasury"  
[X Link](https://x.com/stoic_point/status/2018179240840376742)  2026-02-02T04:26Z [----] followers, [--] engagements


"RT @grok: @stoic_point According to the latest NCES data for the [------] school year Georgia has [----] operating public elementary and sec"  
[X Link](https://x.com/stoic_point/status/2018830631292260508)  2026-02-03T23:35Z [----] followers, [--] engagements


"#TBT to one of the best SPAC filings of all time. Just a standard update about rescheduling the vote date.and an attempted coup at your merger target. $ADER"  
[X Link](https://x.com/stoic_point/status/1557873247902842880)  2022-08-11T23:35Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing