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[@techstockDB](/creator/twitter/techstockDB)
"This aged poorly $CRWD up 100%+ since July 2024 lows I thought the business would suffer It has Free cash flows then: +39% now: -X% I thought this would cause multiple COMPRESSION Instead the multiple EXPANDED XXX% which accounts for all of the gains 106x EV/PCF Yikes"  
[X Link](https://x.com/techstockDB/status/1979912981421986245) [@techstockDB](/creator/x/techstockDB) 2025-10-19T14:10Z XXX followers, XXX engagements


"I keep coming back to $OKTA The proliferation of AI agents is a fundamental identity security challenge for most companies Okta is introducing native support for AI agents as a new identity type across its product suite Sitting on $1.9B cash (12% of $16B mkt cap)"  
[X Link](https://x.com/techstockDB/status/1979961888294236443) [@techstockDB](/creator/x/techstockDB) 2025-10-19T17:24Z XXX followers, XXX engagements


""I would not even think about owning factset $FDS stock because of AI because of what we're going to do." @BradoCapital from @fiscal_ai breaks things down on the The Business Brew podcast. ".they have 13000 employees. 9000 of them do manual data collection.""  
[X Link](https://x.com/techstockDB/status/1970155335492231205) [@techstockDB](/creator/x/techstockDB) 2025-09-22T15:56Z XXX followers, XXX engagements


"My X cents: gold rally over done oil sell off over done spiking $VIX +20% At an infliction point Semi's up XX% in X months speculative names like $NBIS and $IREN are parabolic. Bear market from 10yr vs 2yr inversion then normalizing still overdue"  
[X Link](https://x.com/techstockDB/status/1978922268945453573) [@techstockDB](/creator/x/techstockDB) 2025-10-16T20:33Z XXX followers, XXX engagements


"When you think of tech companies in Canada specialized equipment provider Toromont $TIH.TO probably isn't top of mind. But they've quietly acquired AVL a leader in the design and fabrication of power generation and storage enclosures and that serves the data centre market"  
[X Link](https://x.com/techstockDB/status/1950695547217818096) [@techstockDB](/creator/x/techstockDB) 2025-07-30T23:10Z XXX followers, XXX engagements


"Cyber security companies that are cheap: $TENB $QLYS $OKTA All trading well below average FCF multiples despite growing nicely"  
[X Link](https://x.com/techstockDB/status/1979958801382903841) [@techstockDB](/creator/x/techstockDB) 2025-10-19T17:12Z XXX followers, XXX engagements


"$OKTA free cash flow has exploded the past X years Up 2353% (from a small base)"  
[X Link](https://x.com/techstockDB/status/1979963607417868563) [@techstockDB](/creator/x/techstockDB) 2025-10-19T17:31Z XXX followers, XXX engagements