[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @tijnless Mart Mart posts on X about palantir, agencies, $app, cash flow the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::2499342391/interactions)  - X Months XXXXX +36% ### Mentions: XX [#](/creator/twitter::2499342391/posts_active)  ### Followers: XXX [#](/creator/twitter::2499342391/followers)  - X Months XXX +1.40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2499342391/influencer_rank)  ### Social Influence [#](/creator/twitter::2499342391/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [agencies](/list/agencies) XXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [palantir](/topic/palantir) 7.32%, [agencies](/topic/agencies) 6.1%, [$app](/topic/$app) 4.88%, [cash flow](/topic/cash-flow) 3.66%, [pltr](/topic/pltr) 3.66%, [ecommerce](/topic/ecommerce) 3.66%, [applovin](/topic/applovin) 3.66%, [meta](/topic/meta) 3.66%, [interpublic](/topic/interpublic) 2.44%, [omnicom](/topic/omnicom) XXXX% **Top accounts mentioned or mentioned by** [@revolutapp](/creator/undefined) [@databricks](/creator/undefined) **Top assets mentioned** [Applovin Corporation (APP)](/topic/$app) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Hundred Million (100M)](/topic/$100m) [Metadium (META)](/topic/$meta) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::2499342391/posts) --- Top posts by engagements in the last XX hours "The paradox EU nations grant millions of residence permitsbut are losing their own citizens. Are permit counts masking a deeper emigration tide"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395248704438673) 2025-07-24 14:50:01 UTC XXX followers, XX engagements "Agency consolidation has hit a new gear 🔄 Omnicom is acquiring Interpublic for $13.25B WPP merged VMLY&R & Wunderman Thompson Havas and Publicis are doubling down on acquisitions and PE is pouring into creator/influencer economy brands. Heres what this means: 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482823243137474) 2025-07-24 20:38:00 UTC XXX followers, XX engagements "Everyones calling AI the next industrial revolution. But look closer and its starting to feel like 1999 all over again: 🚀 Soaring valuations 📈 Irrational spending 📉 Negative cash flow 💡 No clear business model This might not end how most investors think 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487212166758711) 2025-07-24 20:55:27 UTC XXX followers, XX engagements "3.Realization rates are dropping Realizationthe gap between billed and collected feesfell from XX% in early 2023 to XX% by mid2024. That erodes profits even with higher rates"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948863663567503504) 2025-07-25 21:51:20 UTC XXX followers, X engagements "5. Private Equity driving creator economy consolidation Creator/influencer economy M&A surged XX% in H1 2025 with agencies and media firms buying startups to own distribution and monetization. Publicis Summit PSG are active here"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482838384300071) 2025-07-24 20:38:04 UTC XXX followers, XX engagements "1. Nvidia = Cisco Nvidia ($NVDA) is now worth more than the entire German stock market. Its 2025 revenue guidance is up yes. But multiple AI startups admit theyve bought way more GPUs than they can use. In 2000 Cisco was the same"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487214905569663) 2025-07-24 20:55:27 UTC XXX followers, XX engagements "4. Cash is stronger than earnings Palantir continues to convert earnings into free cashcash conversion ratio at XXX% in Q1and strong government contracts provide consistent inflows. But a P/E multiple of 400700 still demands near-faultless future performance"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949196697369800840) 2025-07-26 19:54:41 UTC XXX followers, XX engagements "Youve probably seen it: friends colleagueseven strangerspacking up for Dubai Abu Dhabi or the UAE. But this isnt anecdotal. Its a migration wave backed by cold hard numbers: Heres whats really happening and why it matters 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948395235245015326) 2025-07-24 14:49:58 UTC XXX followers, XX engagements "To justify its valuation Palantir $PLTR must deliver explosive scaling for years with flawless execution. Otherwise investors face massive downside risk"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949196568696967605) 2025-07-26 19:54:10 UTC XXX followers, XX engagements "3. Google opens the floodgates Veo X is now available via Gemini API & Vertex AI preview not just closed-lab demos Early adopters (adtech startups mid-sized agencies) can test and scale visuals immediately"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107580452299015) 2025-07-23 19:46:55 UTC XXX followers, XX engagements "7. For advertisers & startups Test premium creatives without big budgets Enter global campaigns with localized AI videos Outpace competitors with weekly A/B content iterations Track cost-per-impression ROI with scalable production"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107593291108677) 2025-07-23 19:46:58 UTC XXX followers, XX engagements "7. Industry-wide pressures + AI automation WPPs GroupM is reorganizing media behind the scenes; TBWAs Oceania leadership shake-up is tied to regional agency realignment as AI amplifies automation"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482844655059364) 2025-07-24 20:38:05 UTC XXX followers, XX engagements "6.Analyst sentiment: Bullish Citi Jefferies and Benchmark: Top Pick Price targets range $500$600 XX of XX analysts rate it Buy or Strong Buy $APP now viewed as a leader in AI monetization infrastructure"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101025589551332) 2025-07-23 19:20:53 UTC XXX followers, XX engagements "Veo X might be Googles most disruptive AI launch yet. It can generate full ad campaigns in minutes for X% of the cost. If you run a brand or agency this is not just a new tool. Its an existential shift. 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107568888566023) 2025-07-23 19:46:53 UTC XXX followers, XX engagements "8. Why investors should pay attention Consolidation = pricing power for mega-holdcos Owning ad-tech means more margin and recurring revenue Independent agencies capitalizing on nimble creative-first niches AI workflows making smaller shops scalable"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482847376838847) 2025-07-24 20:38:06 UTC XXX followers, XX engagements "1.Core product: Axon XXX AppLovins AI ad engine makes real-time decisions on ad placement value and creative matching across gaming apps and now e-commerce. It learns and optimizes at massive scale no human input required"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101011970621474) 2025-07-23 19:20:49 UTC XXX followers, XXX engagements "machine Q1 2025 free cash flow: $826M Operating cash flow: $832M Thats more free cash in one quarter than most SaaS companies make in a year. $APP is printing money while reinvesting heavily in Axon and infra"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101018039763292) 2025-07-23 19:20:51 UTC XXX followers, XX engagements "1.Retail meets AI mania PLTR trades at over 225232 forward earnings and XX sales far exceeding S&P XXX norms (22) Its joined new PARC stocks (Palantir Applovin Robinhood Coinbase) fueled by meme-stock enthusiasm social media fandom and retail inflows"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949196240983613715) 2025-07-26 19:52:52 UTC XXX followers, XX engagements "5.Beyond gaming: e-commerce & web AppLovin is now using Axon to enter non-gaming verticals: E-commerce ads: $100M revenue in Q424 alone Web-based ad platform expected to hit $1B run rate This is expanding TAM and diversifying risk"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101023060361564) 2025-07-23 19:20:52 UTC XXX followers, XXX engagements "📌 TL;DR: Palantir trades at bubble-era multiples. It has momentum clients and hypebut its valuation implies no margin for error. Heres your scenario: Perfect AI growth giant returns. One misstep sharp crash"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949197119317053491) 2025-07-26 19:56:22 UTC XXX followers, XX engagements "6. Big upsideor brutal correction If Palantir becomes the AI layer for governments + Fortune 500s: $24B annual run-rate possible by 2032 according to Piper Sandler. But if growth falters or contracts wobblevaluation could compress massively"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949197053176770744) 2025-07-26 19:56:06 UTC XXX followers, XX engagements "Palantir $PLTR stock is up 400%+ in 2025 but trades at a staggering XXX forward P/E. Is this justified or insanity wrapped in AI hype Lets unpack the valuationand what it says about investor psychology.🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949196113879171336) 2025-07-26 19:52:22 UTC XXX followers, XX engagements "2.Whats driving the numbers Q3 2025 (latest reported): Revenue: $1.2B (+39% YoY) Net income: $434M (+300%) Adj. EBITDA: $956M Software platform revenue: $835M (+66% YoY) EPS: $XXXX (beat by $0.21) Margins Near 80%"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101015435350393) 2025-07-23 19:20:50 UTC XXX followers, XX engagements "📌 TL;DR Veo X slashes time & cost of video production enabling rapid global-scale creative execution. Creative agencies must adapt or get disrupted"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948107596474482932) 2025-07-23 19:46:59 UTC XXX followers, XX engagements "While everyone watches $NVDA and $META AppLovin ($APP) quietly built a self-learning ad engine that grew software revenue +66% YoY and pushed EBITDA margins to 80%. This is one of the strongest AI businesses in the market. Heres what you need to know 🧵"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101009311519148) 2025-07-23 19:20:49 UTC XXX followers, XXX engagements "7.Analyst reaction is mixed: Deutsche Bank Wedbush: better than feared HSBC Wells Fargo: cautious/sell due to shrinking margins & subsidy rolloff"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270756183343197) 2025-07-24 06:35:20 UTC XXX followers, XX engagements "4. Agencies buying the tech they used to fear Publicis acquired Lotame and Captiv8; IPG and Omnicom took stakes in Mediaocean; Ecopact acquired Audigent. Agencies are vertically integrating adtech assets"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482835280429543) 2025-07-24 20:38:03 UTC XXX followers, XX engagements "3. Huge growthbut valuation demands perfection. Revenue grew XX% in Q1 2025 to $884M commercial revenue up XX% YoY; company expects XX% revenue growth in Q2. Projected 2025 revenue: $3.9B slightly above initial guidance"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1949196468956578006) 2025-07-26 19:53:47 UTC XXX followers, XX engagements "📌 TL;DR: $APP is one of the best-kept secrets in AI investing. XX% YoY software growth AI engine (Axon) driving real returns XX% EBITDA margins Massive cash flow S&P XXX likely Still misunderstood by the market"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101034930327888) 2025-07-23 19:20:55 UTC XXX followers, XXX engagements "8.Risks Growth comps will get tougher in 2026 Google Meta Unity all pushing AI ads Execution risk: failure in e-commerce expansion or self-serve rollout could slow momentum But as of now: no slowdown in sight"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101031902028230) 2025-07-23 19:20:54 UTC XXX followers, XX engagements "6.Glimmers of future growth: Volume production of a lower-cost model started in June; ramp expected late 2025 Robotaxi pilot launched in Austin with future expansion planned AI robotics and the Optimus humanoid remain long-term plays"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270752123244939) 2025-07-24 06:35:19 UTC XXX followers, XX engagements "1. Mega-mergers setting the tone Omnicoms agreement to buy IPG (Interpublic) would combine the worlds third and fourthlargest ad holding groupstransforming scale and pricing power globally. This deal alone is expected to redefine sector dynamics"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948482826132967829) 2025-07-24 20:38:01 UTC XXX followers, XX engagements "4.Margins stuck around 30%and tightening Even M&A and premium-rate practices are under margin pressure. The traditional billable-hour model isnt flexible enough for todays cost scrutiny"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948863666331549796) 2025-07-25 21:51:20 UTC XXX followers, X engagements "Tesla reported Q2 revenue of $22.5B down XX% YoY marking its steepest quarterly revenue decline in over a decade . This isnt just a blipits a structural warning signal for a business in transition"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948270724633788429) 2025-07-24 06:35:12 UTC XXX followers, XX engagements "4. Capex is outpacing customer growth Microsoft Meta Amazon are spending $100B+ on AI infra in 2025. But very few consumer AI apps have real DAU or LTV. Weve got AI infra in search of a problem not the other way around"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948487223252275543) 2025-07-24 20:55:29 UTC XXX followers, XX engagements "execution not just branding Axon XXX is already deployed at scale: 200K+ apps 2B+ daily active users Predictive modeling across 1000s of variables Optimization cycles in milliseconds This is applied AI with a clear ROI path not R&D theatre"  [@tijnless](/creator/x/tijnless) on [X](/post/tweet/1948101020321497583) 2025-07-23 19:20:51 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@tijnless Mart
Mart posts on X about palantir, agencies, $app, cash flow the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Months XXXXX +36%
Mentions: XX #
Followers: XXX #
- X Months XXX +1.40%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% agencies XXX% travel destinations XXXX% exchanges XXXX% automotive brands XXXX%
Social topic influence palantir 7.32%, agencies 6.1%, $app 4.88%, cash flow 3.66%, pltr 3.66%, ecommerce 3.66%, applovin 3.66%, meta 3.66%, interpublic 2.44%, omnicom XXXX%
Top accounts mentioned or mentioned by @revolutapp @databricks
Top assets mentioned Applovin Corporation (APP) NVIDIA Corp. (NVDA) Palantir (PLTR) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Coinbase Global, Inc. (COIN) Hundred Million (100M) Metadium (META) Deutsche Bank Aktiengesellschaft (DB) HSBC Holdings PLC (HSBC) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT)
Top Social Posts #
Top posts by engagements in the last XX hours
"The paradox EU nations grant millions of residence permitsbut are losing their own citizens. Are permit counts masking a deeper emigration tide"
@tijnless on X 2025-07-24 14:50:01 UTC XXX followers, XX engagements
"Agency consolidation has hit a new gear 🔄 Omnicom is acquiring Interpublic for $13.25B WPP merged VMLY&R & Wunderman Thompson Havas and Publicis are doubling down on acquisitions and PE is pouring into creator/influencer economy brands. Heres what this means: 🧵" @tijnless on X 2025-07-24 20:38:00 UTC XXX followers, XX engagements
"Everyones calling AI the next industrial revolution. But look closer and its starting to feel like 1999 all over again: 🚀 Soaring valuations 📈 Irrational spending 📉 Negative cash flow 💡 No clear business model This might not end how most investors think 🧵" @tijnless on X 2025-07-24 20:55:27 UTC XXX followers, XX engagements
"3.Realization rates are dropping Realizationthe gap between billed and collected feesfell from XX% in early 2023 to XX% by mid2024. That erodes profits even with higher rates" @tijnless on X 2025-07-25 21:51:20 UTC XXX followers, X engagements
"5. Private Equity driving creator economy consolidation Creator/influencer economy M&A surged XX% in H1 2025 with agencies and media firms buying startups to own distribution and monetization. Publicis Summit PSG are active here" @tijnless on X 2025-07-24 20:38:04 UTC XXX followers, XX engagements
"1. Nvidia = Cisco Nvidia ($NVDA) is now worth more than the entire German stock market. Its 2025 revenue guidance is up yes. But multiple AI startups admit theyve bought way more GPUs than they can use. In 2000 Cisco was the same" @tijnless on X 2025-07-24 20:55:27 UTC XXX followers, XX engagements
"4. Cash is stronger than earnings Palantir continues to convert earnings into free cashcash conversion ratio at XXX% in Q1and strong government contracts provide consistent inflows. But a P/E multiple of 400700 still demands near-faultless future performance" @tijnless on X 2025-07-26 19:54:41 UTC XXX followers, XX engagements
"Youve probably seen it: friends colleagueseven strangerspacking up for Dubai Abu Dhabi or the UAE. But this isnt anecdotal. Its a migration wave backed by cold hard numbers: Heres whats really happening and why it matters 🧵" @tijnless on X 2025-07-24 14:49:58 UTC XXX followers, XX engagements
"To justify its valuation Palantir $PLTR must deliver explosive scaling for years with flawless execution. Otherwise investors face massive downside risk" @tijnless on X 2025-07-26 19:54:10 UTC XXX followers, XX engagements
"3. Google opens the floodgates Veo X is now available via Gemini API & Vertex AI preview not just closed-lab demos Early adopters (adtech startups mid-sized agencies) can test and scale visuals immediately" @tijnless on X 2025-07-23 19:46:55 UTC XXX followers, XX engagements
"7. For advertisers & startups Test premium creatives without big budgets Enter global campaigns with localized AI videos Outpace competitors with weekly A/B content iterations Track cost-per-impression ROI with scalable production" @tijnless on X 2025-07-23 19:46:58 UTC XXX followers, XX engagements
"7. Industry-wide pressures + AI automation WPPs GroupM is reorganizing media behind the scenes; TBWAs Oceania leadership shake-up is tied to regional agency realignment as AI amplifies automation" @tijnless on X 2025-07-24 20:38:05 UTC XXX followers, XX engagements
"6.Analyst sentiment: Bullish Citi Jefferies and Benchmark: Top Pick Price targets range $500$600 XX of XX analysts rate it Buy or Strong Buy $APP now viewed as a leader in AI monetization infrastructure" @tijnless on X 2025-07-23 19:20:53 UTC XXX followers, XX engagements
"Veo X might be Googles most disruptive AI launch yet. It can generate full ad campaigns in minutes for X% of the cost. If you run a brand or agency this is not just a new tool. Its an existential shift. 🧵" @tijnless on X 2025-07-23 19:46:53 UTC XXX followers, XX engagements
"8. Why investors should pay attention Consolidation = pricing power for mega-holdcos Owning ad-tech means more margin and recurring revenue Independent agencies capitalizing on nimble creative-first niches AI workflows making smaller shops scalable" @tijnless on X 2025-07-24 20:38:06 UTC XXX followers, XX engagements
"1.Core product: Axon XXX AppLovins AI ad engine makes real-time decisions on ad placement value and creative matching across gaming apps and now e-commerce. It learns and optimizes at massive scale no human input required" @tijnless on X 2025-07-23 19:20:49 UTC XXX followers, XXX engagements
"machine Q1 2025 free cash flow: $826M Operating cash flow: $832M Thats more free cash in one quarter than most SaaS companies make in a year. $APP is printing money while reinvesting heavily in Axon and infra" @tijnless on X 2025-07-23 19:20:51 UTC XXX followers, XX engagements
"1.Retail meets AI mania PLTR trades at over 225232 forward earnings and XX sales far exceeding S&P XXX norms (22) Its joined new PARC stocks (Palantir Applovin Robinhood Coinbase) fueled by meme-stock enthusiasm social media fandom and retail inflows" @tijnless on X 2025-07-26 19:52:52 UTC XXX followers, XX engagements
"5.Beyond gaming: e-commerce & web AppLovin is now using Axon to enter non-gaming verticals: E-commerce ads: $100M revenue in Q424 alone Web-based ad platform expected to hit $1B run rate This is expanding TAM and diversifying risk" @tijnless on X 2025-07-23 19:20:52 UTC XXX followers, XXX engagements
"📌 TL;DR: Palantir trades at bubble-era multiples. It has momentum clients and hypebut its valuation implies no margin for error. Heres your scenario: Perfect AI growth giant returns. One misstep sharp crash" @tijnless on X 2025-07-26 19:56:22 UTC XXX followers, XX engagements
"6. Big upsideor brutal correction If Palantir becomes the AI layer for governments + Fortune 500s: $24B annual run-rate possible by 2032 according to Piper Sandler. But if growth falters or contracts wobblevaluation could compress massively" @tijnless on X 2025-07-26 19:56:06 UTC XXX followers, XX engagements
"Palantir $PLTR stock is up 400%+ in 2025 but trades at a staggering XXX forward P/E. Is this justified or insanity wrapped in AI hype Lets unpack the valuationand what it says about investor psychology.🧵" @tijnless on X 2025-07-26 19:52:22 UTC XXX followers, XX engagements
"2.Whats driving the numbers Q3 2025 (latest reported): Revenue: $1.2B (+39% YoY) Net income: $434M (+300%) Adj. EBITDA: $956M Software platform revenue: $835M (+66% YoY) EPS: $XXXX (beat by $0.21) Margins Near 80%" @tijnless on X 2025-07-23 19:20:50 UTC XXX followers, XX engagements
"📌 TL;DR Veo X slashes time & cost of video production enabling rapid global-scale creative execution. Creative agencies must adapt or get disrupted" @tijnless on X 2025-07-23 19:46:59 UTC XXX followers, XX engagements
"While everyone watches $NVDA and $META AppLovin ($APP) quietly built a self-learning ad engine that grew software revenue +66% YoY and pushed EBITDA margins to 80%. This is one of the strongest AI businesses in the market. Heres what you need to know 🧵" @tijnless on X 2025-07-23 19:20:49 UTC XXX followers, XXX engagements
"7.Analyst reaction is mixed: Deutsche Bank Wedbush: better than feared HSBC Wells Fargo: cautious/sell due to shrinking margins & subsidy rolloff" @tijnless on X 2025-07-24 06:35:20 UTC XXX followers, XX engagements
"4. Agencies buying the tech they used to fear Publicis acquired Lotame and Captiv8; IPG and Omnicom took stakes in Mediaocean; Ecopact acquired Audigent. Agencies are vertically integrating adtech assets" @tijnless on X 2025-07-24 20:38:03 UTC XXX followers, XX engagements
"3. Huge growthbut valuation demands perfection. Revenue grew XX% in Q1 2025 to $884M commercial revenue up XX% YoY; company expects XX% revenue growth in Q2. Projected 2025 revenue: $3.9B slightly above initial guidance" @tijnless on X 2025-07-26 19:53:47 UTC XXX followers, XX engagements
"📌 TL;DR: $APP is one of the best-kept secrets in AI investing. XX% YoY software growth AI engine (Axon) driving real returns XX% EBITDA margins Massive cash flow S&P XXX likely Still misunderstood by the market" @tijnless on X 2025-07-23 19:20:55 UTC XXX followers, XXX engagements
"8.Risks Growth comps will get tougher in 2026 Google Meta Unity all pushing AI ads Execution risk: failure in e-commerce expansion or self-serve rollout could slow momentum But as of now: no slowdown in sight" @tijnless on X 2025-07-23 19:20:54 UTC XXX followers, XX engagements
"6.Glimmers of future growth: Volume production of a lower-cost model started in June; ramp expected late 2025 Robotaxi pilot launched in Austin with future expansion planned AI robotics and the Optimus humanoid remain long-term plays" @tijnless on X 2025-07-24 06:35:19 UTC XXX followers, XX engagements
"1. Mega-mergers setting the tone Omnicoms agreement to buy IPG (Interpublic) would combine the worlds third and fourthlargest ad holding groupstransforming scale and pricing power globally. This deal alone is expected to redefine sector dynamics" @tijnless on X 2025-07-24 20:38:01 UTC XXX followers, XX engagements
"4.Margins stuck around 30%and tightening Even M&A and premium-rate practices are under margin pressure. The traditional billable-hour model isnt flexible enough for todays cost scrutiny" @tijnless on X 2025-07-25 21:51:20 UTC XXX followers, X engagements
"Tesla reported Q2 revenue of $22.5B down XX% YoY marking its steepest quarterly revenue decline in over a decade . This isnt just a blipits a structural warning signal for a business in transition" @tijnless on X 2025-07-24 06:35:12 UTC XXX followers, XX engagements
"4. Capex is outpacing customer growth Microsoft Meta Amazon are spending $100B+ on AI infra in 2025. But very few consumer AI apps have real DAU or LTV. Weve got AI infra in search of a problem not the other way around" @tijnless on X 2025-07-24 20:55:29 UTC XXX followers, XX engagements
"execution not just branding Axon XXX is already deployed at scale: 200K+ apps 2B+ daily active users Predictive modeling across 1000s of variables Optimization cycles in milliseconds This is applied AI with a clear ROI path not R&D theatre" @tijnless on X 2025-07-23 19:20:51 UTC XXX followers, XX engagements