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[@HedgeyeComm](/creator/twitter/HedgeyeComm)
"The platform advantage wont stick for long - agents and MCP will force interoperability and break it wide open. The concept of vertical software will go away entirely. But that doesnt mean Salesforce is safe. Custom software built on scalable cloud infrastructure has a real shot and that includes custom CRM"  
![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1069759314364153856.png) [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946294803987075290) 2025-07-18 19:43:36 UTC 26.9K followers, XXX engagements


"@WaterworldCapi1 @buccocapital @dalibali2 Otherwise yea low key 1000x - especially when people realize that Google unlocks the metaverse with Quantum and #infinitytam"  
![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1069759314364153856.png) [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1947021479620550706) 2025-07-20 19:51:09 UTC 26.9K followers, XXX engagements


"Hah $ROKU $WMT Walmart plans to make Vizio a private-label brand by the end of the year and will sell its smart TVs exclusively at Walmart and Sams Club according to a memo viewed by Bloomberg News"  
![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1069759314364153856.png) [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946190293184721141) 2025-07-18 12:48:19 UTC 26.9K followers, 5028 engagements


"@WaterworldCapi1 @buccocapital @dalibali2 I hate how everyone is so bullish all of a sudden and on this print specifically"  
![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1069759314364153856.png) [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1947020883912004093) 2025-07-20 19:48:47 UTC 26.9K followers, XXX engagements


"@akramsrazor @WaterworldCapi1 Some macro. they are seeing same client spend pressure. but also been losing clients to Publicis (everyone has) they just did a big rebrand of GroupM"  
![@HedgeyeComm Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1069759314364153856.png) [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1943028211555705216) 2025-07-09 19:23:20 UTC 26.9K followers, XXX engagements