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[@shankky_](/creator/twitter/shankky_)
"@claudemonet01 @borsacipowell @Ser_WaLT @contrariandesk I wouldn't put it past $S to do so. Do I want it to happen No but. S1's growth is slowing faster than most anticipated and it would be a good opportunity for $PANW to insert S1's product expansion aspect of their land and expand strategy into PANW's existing customer base"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1947368048983191569) 2025-07-21 18:48:17 UTC XX followers, XXX engagements


"$GTLB I'm confident the revenue CAGR will sustain 20%+ through 2028 (strong NRR). I don't work in SaaS but my large co. switched from GitHub to GitLab. The main reason is migration from $MSFT to $GOOG w/ GTLB a better platform for large enterprises Good r/r. Technicals too"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1944606416590811360) 2025-07-14 03:54:33 UTC XX followers, 2581 engagements


"I would like to see $RBRK come down in price just a little more. Down to the 100dma. I would like to pay $76/share if we get a small correction this month"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1945968820797034534) 2025-07-17 22:08:15 UTC XX followers, XXX engagements


"$S SentinelOne getting some attention today. I've been talking about this one for a while. Good cyber company with a compressed valuation growing 20%+ YoY. PT remains $40/share over the next 1-3 years"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1947293364128215194) 2025-07-21 13:51:31 UTC XX followers, XXX engagements


"$S SentinelOne🟪 S1 operates from its greatest position of strength in its history while trading at its lowest valuation ever. Multi-product platform XX% revenue CAGR FCF positive large TAM AI tailwinds. SBC is the main negative for me but it has been decelerating.✅"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1944930033664975204) 2025-07-15 01:20:29 UTC XX followers, XXX engagements


"1.) $ZETA Zeta Global is an exciting company making the rounds on FinTwit (which isn't always a bad thing). My 2028 PT = $42/share (based on management's $340M FCF guidance for 2028) 💸 Intrinsic value = $34/share 💸 Comparing the company to my framework for investing"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1941199100353159486) 2025-07-04 18:15:05 UTC XX followers, 4143 engagements


"$OKTA is at the same share price it was during the April crash. I'd be interested in accumulating around $80/share for a 1-3 year SWING ONLY*. Just turned profitable last year. Expenses have flattened too. Operating leverage is kicking in now with AI agent tailwinds"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1945520566720508212) 2025-07-16 16:27:03 UTC XX followers, 1032 engagements


"I like this setup a lot into earnings. $S SentinelOne"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1946248605938884908) 2025-07-18 16:40:01 UTC XX followers, 1233 engagements


"The market looks heavy at ATH. Would like to see a 3-5% pullback to fill gaps on $SPY. Would like to see $ZETA retest the breakout (-15%) or even further to the $XX level if the market gets draws down. Adding at those levels else DCA'ing into strength"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1945886035256222148) 2025-07-17 16:39:18 UTC XX followers, XXX engagements


"They're taking her away from us 😭😅 $S $PANW"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1947366474047218100) 2025-07-21 18:42:02 UTC XX followers, XXX engagements


"5.) #4 Performance of the business due to management or operational decisions is positive: $ZETA -SBC is very high (natural for a young SaaS co.) but it is trending down significantly 🟨 -Management has beaten guidance every quarter for the past X years 🟩 -Founder led 🟩"  
![@shankky_ Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::945843788123181061.png) [@shankky_](/creator/x/shankky_) on [X](/post/tweet/1941199112466203132) 2025-07-04 18:15:08 UTC XX followers, XXX engagements