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[@KeningYe26924](/creator/twitter/KeningYe26924)
"$40 should be the floor. below $XX is just hard for founders to give up life's work for what share price was traded earlier this year. a $20B-$30B TEV check isn't crazy for hyperscalers no more these days. even some number of pre-revenue companies traded at this level. $CFLT this data asset could be the kingmaker in the ai arms race. top data talents irreplicable. decade of top data engineering work/build priceless"  
[X Link](https://x.com/KeningYe26924/status/1976805855258443869) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-11T00:23Z XXX followers, 1184 engagements


"$CFLT it takes time on a sale process or can move very fast (even before earnings). floor is set for now. all upside from here on"  
[X Link](https://x.com/KeningYe26924/status/1978118117713752100) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-14T15:18Z XXX followers, XXX engagements


"$FRMI this stock probably needs a Rick Perry discount"  
[X Link](https://x.com/KeningYe26924/status/1979275458072985614) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-17T19:56Z XXX followers, XXX engagements


"$CFLT the ai & data fundamental disconnect: data processing and movement still mostly happens in batch right now however reality happens in real-time and AGIs must function in real-time 🦾🦾 the ai certainty: data is going to be the most differentiated long-term factor in the ai arms race within an eventual compute and energy abundance future. 🤖🤖 data streaming and stream processing are truly must-have and will be proven priceless. @confluentinc is the global pioneer and leader the most obvious hidden gem. $QQQ $SPY #data #cloud #agent #cloud #saas #streaming #realtime #eventdriven"  
[X Link](https://x.com/KeningYe26924/status/1979313819391345094) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-17T22:29Z XXX followers, XXX engagements


"I own gold and solana should I own bitcoin too"  
[X Link](https://x.com/KeningYe26924/status/1980056098741576110) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-19T23:38Z XXX followers, XX engagements


"$CFLT @confluentinc is the most obvious hidden gem in the ai and data landscape. the right hyperscaler will gain the strongest edge and achieve the next level unlock. 🦾🦾 $QQQ $SPY $NVDA $ORCL $CRM $GOOG $MSFT $AMZN $AVGO $MDB #databricks $SNOW $NOW $PLTR $CSCO"  
[X Link](https://x.com/KeningYe26924/status/1977434201977946589) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-12T18:00Z XXX followers, 1354 engagements


"Solana was just proven battle-tested this past weekend. 🦾🦾 the $FORD Forward's future is bright from here. $QQQ $SPY"  
[X Link](https://x.com/KeningYe26924/status/1977831046445244798) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-13T20:17Z XXX followers, XXX engagements


"wanted to long $FLNC at $X earlier this year. in any case their execution was a little concerning. will have to dig in again"  
[X Link](https://x.com/KeningYe26924/status/1978121469658886198) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-14T15:31Z XXX followers, XXX engagements


"$CFLT @confluentinc is the most obvious secret artifact to unlock next-level enterprise agentic ai and beyond. 🦾🦾 the best athletes compete not only preparing the best pre-trained skills but also relying on the best nervous system - AGI is just the same 👁👂 $QQQ $SPY #data #AGI #agent #cloud #saas $MSFT $AMZN $GOOG $ORCL #azure #aws #streaming"  
[X Link](https://x.com/KeningYe26924/status/1978161295158567335) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-14T18:09Z XXX followers, XXX engagements


"$CFLT is an ai agent company. let that sink in.🦾🦾 $QQQ $SPY #data #AGI #cloud #saas #streaming #agent #flink #kafka"  
[X Link](https://x.com/KeningYe26924/status/1978235086781714609) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-14T23:02Z XXX followers, XXX engagements


"$CFLT @confluentinc real-time data streaming applications and use cases are truly limitless 🦾🦾👍👍 $QQQ $SPY #data #realtime #kafka #flink #AGI #Cloud #agent #streaming"  
[X Link](https://x.com/KeningYe26924/status/1978642930601439252) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-16T02:03Z XXX followers, XXX engagements


"yes looking at the landscape $CFLT should have a number of interested strategic buyers as everyone is becoming an "ai infrastructure" company. let that sink in. $QQQ $SPY #data #AGI #agent #cloud #Infrastructure #MergersAndAcquisitions"  
[X Link](https://x.com/KeningYe26924/status/1979191600761766282) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-17T14:23Z XXX followers, 1024 engagements


"$FORD SOL ETFs will come next and it's a certainty event. government shutdown delays the SEC processing but what must happen will happen. 🦾🦾 $QQQ $SPY #multibagger #Crypto $SOL #Solana #internetcapitalmarket"  
[X Link](https://x.com/KeningYe26924/status/1979195649787609522) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-17T14:39Z XXX followers, XXX engagements


"$CFLT less than fond memories from the past two earnings this year. from an outside-in perspective two weeks could/should be enough to get the merger docs completed and signed with best-in-class M&A advisors and ai tools hired now assuming. long-term investors all hope the deal to be done asap with the announcement out before the earnings (could be the same day AM). $QQQ $SPY #data #cloud #saas #AGI #streaming"  
[X Link](https://x.com/KeningYe26924/status/1980330550486598053) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-20T17:49Z XXX followers, XXX engagements


"$FORD Forward is the best vehicle to get into $SOL"  
[X Link](https://x.com/KeningYe26924/status/1980996629877719392) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-22T13:56Z XXX followers, XX engagements


"first principle thinking is that data must move real-time not batches for AGI and ASI in the near future. $CFLT is the operating layer for streaming - secure cloud-agnostic everywhere. High gross margins + improving FCF long runway as agents/apps go real-time. Confluent is truly great tech. Hyperscalers will want it customers already run on it: $CFLT powers streaming pipelines AI needs. Confluent has done so much for #Kafka and #Flink for more than a decade. the future of data streaming and streaming processing are going to be so so bright. right now is not unlike when everyone underestimated"  
[X Link](https://x.com/KeningYe26924/status/1975762382073868627) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-08T03:17Z XXX followers, 8809 engagements


"an AWS outage like this nudges more enterprises to design for multi-region / multi-cloud resiliency and that plays straight into $CFLT Confluents neutral data-streaming layer positioning. 🦾🦾 The tailwind isnt instant to revenue but it strengthens Confluents win-themes in new builds migrations and DR refreshes over the next few quarters. $QQQ $SPY #data #cloud #streaming #AGI #AWS #AZURE #outage #saas #datastreaming $AMZN $MSFT $GOOG #CloudSecurity #CloudComputing #agent"  
[X Link](https://x.com/KeningYe26924/status/1980483361668776048) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-21T03:56Z XXX followers, XXX engagements


"$CFLT Confluent is always powering the coolest next-gen use cases at scale 🦾🦾 $QQQ $SPY #data #cloud #AGI #agent #autonomous $UBER"  
[X Link](https://x.com/KeningYe26924/status/1981344157286486474) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-23T12:57Z XXX followers, XXX engagements