[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.] #  @BigBullCap Kaushik Several tech companies have made significant announcements, including Datadog ($ddog) unveiling AI agents to resolve application issues and expand security capabilities. Other companies, such as Oracle ($orcl) and Meta ($meta), have reported positive results, with Oracle's Q4 results beating consensus and Meta's ad rollout in WhatsApp expected to generate significant revenue. Additionally, companies like Tutan ($ttan) and Shopify ($shop) have seen their stock prices react positively to recent news and results. ### Engagements: XXXXXXX [#](/creator/twitter::28489821/interactions)  - X Week XXXXXXX +11% - X Month XXXXXXXXX +65% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::28489821/posts_active)  - X Month XXX +14% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::28489821/followers)  - X Week XXXXXXX -XXXX% - X Month XXXXXXX +0.86% - X Months XXXXXXX +4.20% - X Year XXXXXXX +11% ### CreatorRank: XXXXXX [#](/creator/twitter::28489821/influencer_rank)  ### Social Influence [#](/creator/twitter::28489821/influence) --- **Social category influence** [stocks](/list/stocks) #1948 [technology brands](/list/technology-brands) [finance](/list/finance) [celebrities](/list/celebrities) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [googl](/topic/googl) #7, [$googl](/topic/$googl) #236, [open ai](/topic/open-ai) #338, [oscr](/topic/oscr), [$oscr](/topic/$oscr), [nvda](/topic/nvda), [asml](/topic/asml) #17, [$asml](/topic/$asml) #14, [$ttd](/topic/$ttd), [amzn](/topic/amzn) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Artificial Intelligence (AI4)](/topic/$ai4) [Microsoft Corp. (MSFT)](/topic/microsoft) [Datadog Inc (DDOG)](/topic/$ddog) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Open Custody Protocol (OPEN)](/topic/$open) [Oracle Corporation (ORCL)](/topic/$orcl) [MP Materials Corp. (MP)](/topic/$mp) [Duke Energy Corp (DUK)](/topic/$duk) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Chime Financial, Inc. Class A Common Stock (CHYM)](/topic/$chym) [Sea Limited (SE)](/topic/$se) [Block, Inc. (SQ)](/topic/$sq) [Shopify Inc (SHOP)](/topic/$shop) [Advanced Micro Devices (AMD)](/topic/$amd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Applovin Corporation (APP)](/topic/$app) [Netflix Inc (NFLX)](/topic/$nflx) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Frodo the virtual samurai (FROG)](/topic/$frog) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [OneStream, Inc. Class A Common Stock (OS)](/topic/$os) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts [#](/creator/twitter::28489821/posts) --- Top posts by engagements in the last XX hours "Powering the AI Era - From Railroads in 19th Century to Artificial Intelligence at Present - Goldman"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1941998956843823560) 2025-07-06 23:13:26 UTC 101.7K followers, 23K engagements "$OSCR PT Lowered to $X at Jefferies In Exhibit X we apply CNC's risk adjustment (RA) "miss" to OSCR and MOH. OSCR is most at risk as a HIX pure play and XX% of premiums from states where risk pool shifts should be most dramatic (FFM + non-expansion) and therefore estimating RA elements is most complicated. If OSCR experiences the same impact as CNC PY25 RA payable needs to increase $880M (JEFe). Caveat: Each company's accrual starting point could vary based on mgts' relative conservatism. OSCR Likely Made the Same RA Reserving Mistake as CNC. Since OSCR hasn't yet disclosed impact of the"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943296348599783900) 2025-07-10 13:08:48 UTC 101.7K followers, 15.6K engagements "$OSCR Wells Fargo Downgrades to Underweight PT to $XX from $16"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943657675033555417) 2025-07-11 13:04:35 UTC 101.7K followers, 16.7K engagements "$NVDA PT Raised to $XXX at Citi - AI Infra 2028 TAM $563B"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942397559340937611) 2025-07-08 01:37:20 UTC 101.7K followers, 22.2K engagements "$GOOGL OpenAI to use Google Cloud for ChatGPT - CNBC - OpenAI said Wednesday that it expects to start using Google's Cloud infrastructure for its ChatGPT chatbot product as compute constraints increase - Google Cloud Platform was added to OpenAI's list of providers which includes Microsoft Oracle and more"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945583653884706916) 2025-07-16 20:37:44 UTC 101.8K followers, 29.1K engagements "$ASML says it may not achieve 2026 growth as chipmakers face US tariff uncertainty If sales growth doesn't materialize 2026 would be the first flat year in over a decade of uninterrupted revenue growth since 2012"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945474968449585339) 2025-07-16 13:25:52 UTC 101.8K followers, 8978 engagements "So $DDOG $TTD have gotten added so far. Who is next"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1944894642505572469) 2025-07-14 22:59:51 UTC 101.8K followers, 22.8K engagements "$CRWV HSBC Starts at Reduce PT $XX lol worse than Davidson target"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945582791644909828) 2025-07-16 20:34:19 UTC 101.8K followers, 15.9K engagements "penetration and fragmentation. Coupang was one of the fastest growing e-commerce players in 2020 (91% revenue growth) capturing c.50% of e-commerce TAM growth in Korea. We anticipate Coupang taking 28%/13% share of the US$269bn/US$565bn e-commerce/total retail TAM by 2023E"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1379006269374177281) 2021-04-05 09:41:29 UTC 101.8K followers, XX engagements "$ASML Wolfe Research Reiterates Outperform PT EUR800 With regard to CY25 numbers 3Q guidance was a bit light but full year guidance was unchanged reflecting XX% y/y growth in line with consensus. The company did lower EUV unit/revenue assumptions for CY25 but the lower revenue from new EUV tools was offset by higher upgrades (captured in installed base revenue) and lower EUV units were offset by a mix shift to 3800 which carries higher ASPs. Total expectations therefore remain unchanged. Management did however downtick on their conviction for CY26 revenue growth citing macro/geopolitical"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945821488491471002) 2025-07-17 12:22:49 UTC 101.8K followers, 6607 engagements "$AMZN CIO survey give us more conviction in AWS acceleration ahead"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943487655670616417) 2025-07-11 01:49:00 UTC 101.8K followers, 26.7K engagements "OpenAI can keep launching whatever they want. $GOOGL is heading higher"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945903323875610901) 2025-07-17 17:48:00 UTC 101.8K followers, 9544 engagements "$TSM PT Raised to $XXX at Goldman Sachs Maintain Conviction Buy"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945882201783959822) 2025-07-17 16:24:04 UTC 101.8K followers, 7641 engagements "$CRWV DA Davidson sticks to Underperform - More Financial Engineering. PT $36"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942314731970388481) 2025-07-07 20:08:13 UTC 101.7K followers, 15K engagements "$AMZN PIPER - Raising AWS estimates on stronger CIO survey data. We've also raised out-year gross margins to reflect greater benefit from robotics & services mix shift. Prime Day now 2x longer should be +ve. Reiterate OW PT to $250"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943672377033814284) 2025-07-11 14:03:01 UTC 101.7K followers, 13.3K engagements "$META PT Raised to $XXX at Canaccord Genuity"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945466549139362136) 2025-07-16 12:52:24 UTC 101.8K followers, 10.3K engagements "$GOOGL Reiterating Outperform and increasing target to $XXX (was $200) as survey suggests consumers embracing AI Mode with real-time queries making it preferable to ChatGPT. Additionally Search is currently trading at 6.2x 2025E EBITDA which discounts current AI risk in our view. While only XX% of respondents know the difference between AI Mode and AI Overviews XX% of "knowledgeable" respondents are using AI Mode. XX% of "Knowledgeable" respondents find AI Mode better than search XX% better than ChatGPT & XX% click on links often/very often within AI Mode. Increasing estimates to pre-tariff"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943055784729792644) 2025-07-09 21:12:53 UTC 101.7K followers, 74K engagements "@MaxTheComrade @sv_techie @SixSigmaCapital @Rubenslashh Yes and I like OS as well"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943361840098189476) 2025-07-10 17:29:03 UTC 101.8K followers, XXX engagements "$GOOGL PT Raised to $XXX at KeyBanc We expect a solid 2Q with revenue of $94.6B (above Street) driven by Search YouTube and Cloud. We expect positive commentary on AI Mode Waymo and expense efficiencies and for management to reinforce the value of Alphabet's platform approach to AI. Given NT momentum we raised 2025E/2026E EPS by 1%/2% to $9.88/$10.56 and introduced 2027E EPS of $XXXXX (all above Street)"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945817069209243996) 2025-07-17 12:05:15 UTC 101.8K followers, 17.7K engagements "Goldman on $CRCL We initiate coverage of stablecoin issuer Circle Internet Group (CRCL) with a Neutral rating and an $XX 12-month price target based on 60.0x Q5-Q8 adjusted earnings implying XX% downside. CRCL is a unique asset in the public markets as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets without the direct price volatility inherent to crypto trading. CRCL's main product USDC is a stablecoin meant to represent USD on blockchain. We model a XX% USDC supply CAGR from 2024-27E and 26%/37% CRCL revenue/adj. EPS"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1939671028185416028) 2025-06-30 13:03:05 UTC 101.7K followers, 16.9K engagements "$ARM BNP Paribas Exane Upgrades to Outperform PT $210"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945475402736238996) 2025-07-16 13:27:35 UTC 101.8K followers, 6944 engagements "$OSCR Raymond James Downgrades to Market Perform"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1937485294955299140) 2025-06-24 12:17:45 UTC 101.7K followers, 12.5K engagements "$OPEN just for curiosity I looked at this 1000 bagger that is getting pumped. How did they do last Q Q1 Revenue $1.2B $1.07B Est Net loss $(85) million versus $(109) million in 1Q24 and $(113) million in 4Q24 GUIDANCE: Q2 2025 revenue $1.45-1.525B $1.453B Est 2Q25 Contribution Profit1 guidance of $XX million to $XX million 2Q25 Adjusted EBITDA guidance of $XX million to $XX million Q2 Earnings Aug 5th. On June 6th Opendoor Technologies Seeks Approval for Potential Reverse Split at Ratio Ranging From 1-for-10 to X for-50"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945657067710386581) 2025-07-17 01:29:28 UTC 101.8K followers, 25.6K engagements "$ORCL trading at mid 50s Forward PE is getting crazier"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945874189619204147) 2025-07-17 15:52:14 UTC 101.8K followers, 12.4K engagements "$FICO Huber Research: 'Buying Opportunity"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943049047499248108) 2025-07-09 20:46:07 UTC 101.8K followers, 11.1K engagements "$MP launches $XXX million public stock offering"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945582401285230856) 2025-07-16 20:32:46 UTC 101.8K followers, 19.8K engagements "$GTLB Rosenblatt Starts at Buy GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased productivity and reduced friction. In our view the growth"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945093078844629272) 2025-07-15 12:08:22 UTC 101.8K followers, 8957 engagements "Goldman's Monthly Update to US Conviction List We add Duke Energy Huntington Ingalls and Kontoor Brands to the US Conviction List while removing Cloudflare Snowflake and Woodward"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1940019214716383322) 2025-07-01 12:06:39 UTC 101.8K followers, 18K engagements "@dalibali2 Remember the three trillion dollar predictions of 2021 $SQ $SE $SHOP 🤣"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945708107839263039) 2025-07-17 04:52:17 UTC 101.8K followers, XXX engagements "$PYPL goes higher on downgrade shows it has bottomed"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1732444071229276592) 2023-12-06 16:57:08 UTC 101.7K followers, 31.1K engagements "$FICO Needham says our valuation analysis suggests a heavily favorable risk-reward from these levels. Remains on our Conviction List"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945522256182198359) 2025-07-16 16:33:46 UTC 101.8K followers, 12.6K engagements "@jbulltard1 @realannapaulina Irresponsible comments and also this Pulte"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945520862981239243) 2025-07-16 16:28:14 UTC 101.8K followers, XXX engagements "@PrimeTrading_ $ALAB will double in two to three years"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945669226557210749) 2025-07-17 02:17:47 UTC 101.8K followers, 1085 engagements "@SixSigmaCapital One of my longs from $60s last dec"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942570370651054389) 2025-07-08 13:04:02 UTC 101.7K followers, 1429 engagements "$CMG - BWG Global is less positive on CMG following channel-checks adjusting their read to "Mixed" - The less bullish outlook is attributed to macro pressures as sales plan transactions and ticket trends weakened in Q2"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942213254639677712) 2025-07-07 13:24:59 UTC 101.8K followers, 7883 engagements "$FROG launches AI-powered MCP server for developer workflows"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945836853153964471) 2025-07-17 13:23:52 UTC 101.8K followers, 5059 engagements "$NTNX Goldman Sachs Starts at Buy - Nutanix is well-positioned to extend its HCI lead with a large base of three-tier enterprise environments ripe for modernization and a multi-year tailwind from VMware disruption post-Broadcom"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945097166407491749) 2025-07-15 12:24:37 UTC 101.8K followers, 6502 engagements "Guggenheim downgrades Datadog on fears that OpenAI will cut spending OpenAI now accounts for roughly $XXX million about XX% of Datadogs AInative customer cohort. Should they migrate away Guggenheim says Datadog faces a $XXX million or greaterhole to fill in 2026 as core enterprise spending remains subdued"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1942578759267410333) 2025-07-08 13:37:22 UTC 101.7K followers, 20.2K engagements "@jimcramer Forget Jensen I love your new pick PARC to the moon"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945113485014135294) 2025-07-15 13:29:27 UTC 101.8K followers, 3180 engagements "$AMZN PT Raised to $XXX at Morgan Stanley Bull Case $XXX AMZN still top pick'"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943404728395932018) 2025-07-10 20:19:28 UTC 101.8K followers, 91.8K engagements "$GOOGL to Pay $2.4B in Deal to License Tech Of Coding Startup- The deal comes after acquisition talks between startup Windsurf and OpenAI broke down"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1943857826495107470) 2025-07-12 02:19:55 UTC 101.7K followers, 19.2K engagements "$ADBE is well positioned to deliver. PT Raised to $XXX - Bernstein"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1934670759626199344) 2025-06-16 17:53:48 UTC 101.7K followers, 15.3K engagements "Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform - $UBER aims to deploy 20000 or more Lucid vehicles equipped with the Nuro Driver over six years in dozens of markets around the world. - $UBER is said to be investing $XXX million in Lucid as part of the deal"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945827660170699127) 2025-07-17 12:47:20 UTC 101.8K followers, 10.4K engagements "Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform"  [@BigBullCap](/creator/x/BigBullCap) on [X](/post/tweet/1945824675067748651) 2025-07-17 12:35:28 UTC 101.8K followers, 3823 engagements
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Several tech companies have made significant announcements, including Datadog ($ddog) unveiling AI agents to resolve application issues and expand security capabilities. Other companies, such as Oracle ($orcl) and Meta ($meta), have reported positive results, with Oracle's Q4 results beating consensus and Meta's ad rollout in WhatsApp expected to generate significant revenue. Additionally, companies like Tutan ($ttan) and Shopify ($shop) have seen their stock prices react positively to recent news and results.
Social category influence stocks #1948 technology brands finance celebrities social networks automotive brands cryptocurrencies
Social topic influence googl #7, $googl #236, open ai #338, oscr, $oscr, nvda, asml #17, $asml #14, $ttd, amzn
Top assets mentioned Alphabet Inc Class A (GOOGL) Oscar Health, Inc. (OSCR) Trade Desk, Inc. (TTD) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) GitLab Inc. Class A Common Stock (GTLB) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) HSBC Holdings PLC (HSBC) Morgan Stanley (MS) Goldman Sachs (GS) Fair Isaac, Corp. (FICO) Artificial Intelligence (AI4) Microsoft Corp. (MSFT) Datadog Inc (DDOG) Taiwan Semiconductor (TSM) Metadium (META) Micron Technology, Inc. (MU) Circle Internet Group, Inc. (CRCL) Open Custody Protocol (OPEN) Oracle Corporation (ORCL) MP Materials Corp. (MP) Duke Energy Corp (DUK) Cloudflare, Inc. (NET) Chime Financial, Inc. Class A Common Stock (CHYM) Sea Limited (SE) Block, Inc. (SQ) Shopify Inc (SHOP) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Applovin Corporation (APP) Netflix Inc (NFLX) Astera Labs, Inc. Common Stock (ALAB) Chipotle Mexican Grill, Inc. (CMG) Frodo the virtual samurai (FROG) Nutanix, Inc. Class A Common Stock (NTNX) OneStream, Inc. Class A Common Stock (OS) Crowdstrike Holdings Inc (CRWD) Adobe, Inc. (ADBE)
Top posts by engagements in the last XX hours
"Powering the AI Era - From Railroads in 19th Century to Artificial Intelligence at Present - Goldman" @BigBullCap on X 2025-07-06 23:13:26 UTC 101.7K followers, 23K engagements
"$OSCR PT Lowered to $X at Jefferies In Exhibit X we apply CNC's risk adjustment (RA) "miss" to OSCR and MOH. OSCR is most at risk as a HIX pure play and XX% of premiums from states where risk pool shifts should be most dramatic (FFM + non-expansion) and therefore estimating RA elements is most complicated. If OSCR experiences the same impact as CNC PY25 RA payable needs to increase $880M (JEFe). Caveat: Each company's accrual starting point could vary based on mgts' relative conservatism. OSCR Likely Made the Same RA Reserving Mistake as CNC. Since OSCR hasn't yet disclosed impact of the" @BigBullCap on X 2025-07-10 13:08:48 UTC 101.7K followers, 15.6K engagements
"$OSCR Wells Fargo Downgrades to Underweight PT to $XX from $16" @BigBullCap on X 2025-07-11 13:04:35 UTC 101.7K followers, 16.7K engagements
"$NVDA PT Raised to $XXX at Citi - AI Infra 2028 TAM $563B" @BigBullCap on X 2025-07-08 01:37:20 UTC 101.7K followers, 22.2K engagements
"$GOOGL OpenAI to use Google Cloud for ChatGPT - CNBC - OpenAI said Wednesday that it expects to start using Google's Cloud infrastructure for its ChatGPT chatbot product as compute constraints increase - Google Cloud Platform was added to OpenAI's list of providers which includes Microsoft Oracle and more" @BigBullCap on X 2025-07-16 20:37:44 UTC 101.8K followers, 29.1K engagements
"$ASML says it may not achieve 2026 growth as chipmakers face US tariff uncertainty If sales growth doesn't materialize 2026 would be the first flat year in over a decade of uninterrupted revenue growth since 2012" @BigBullCap on X 2025-07-16 13:25:52 UTC 101.8K followers, 8978 engagements
"So $DDOG $TTD have gotten added so far. Who is next" @BigBullCap on X 2025-07-14 22:59:51 UTC 101.8K followers, 22.8K engagements
"$CRWV HSBC Starts at Reduce PT $XX lol worse than Davidson target" @BigBullCap on X 2025-07-16 20:34:19 UTC 101.8K followers, 15.9K engagements
"penetration and fragmentation. Coupang was one of the fastest growing e-commerce players in 2020 (91% revenue growth) capturing c.50% of e-commerce TAM growth in Korea. We anticipate Coupang taking 28%/13% share of the US$269bn/US$565bn e-commerce/total retail TAM by 2023E" @BigBullCap on X 2021-04-05 09:41:29 UTC 101.8K followers, XX engagements
"$ASML Wolfe Research Reiterates Outperform PT EUR800 With regard to CY25 numbers 3Q guidance was a bit light but full year guidance was unchanged reflecting XX% y/y growth in line with consensus. The company did lower EUV unit/revenue assumptions for CY25 but the lower revenue from new EUV tools was offset by higher upgrades (captured in installed base revenue) and lower EUV units were offset by a mix shift to 3800 which carries higher ASPs. Total expectations therefore remain unchanged. Management did however downtick on their conviction for CY26 revenue growth citing macro/geopolitical" @BigBullCap on X 2025-07-17 12:22:49 UTC 101.8K followers, 6607 engagements
"$AMZN CIO survey give us more conviction in AWS acceleration ahead" @BigBullCap on X 2025-07-11 01:49:00 UTC 101.8K followers, 26.7K engagements
"OpenAI can keep launching whatever they want. $GOOGL is heading higher" @BigBullCap on X 2025-07-17 17:48:00 UTC 101.8K followers, 9544 engagements
"$TSM PT Raised to $XXX at Goldman Sachs Maintain Conviction Buy" @BigBullCap on X 2025-07-17 16:24:04 UTC 101.8K followers, 7641 engagements
"$CRWV DA Davidson sticks to Underperform - More Financial Engineering. PT $36" @BigBullCap on X 2025-07-07 20:08:13 UTC 101.7K followers, 15K engagements
"$AMZN PIPER - Raising AWS estimates on stronger CIO survey data. We've also raised out-year gross margins to reflect greater benefit from robotics & services mix shift. Prime Day now 2x longer should be +ve. Reiterate OW PT to $250" @BigBullCap on X 2025-07-11 14:03:01 UTC 101.7K followers, 13.3K engagements
"$META PT Raised to $XXX at Canaccord Genuity" @BigBullCap on X 2025-07-16 12:52:24 UTC 101.8K followers, 10.3K engagements
"$GOOGL Reiterating Outperform and increasing target to $XXX (was $200) as survey suggests consumers embracing AI Mode with real-time queries making it preferable to ChatGPT. Additionally Search is currently trading at 6.2x 2025E EBITDA which discounts current AI risk in our view. While only XX% of respondents know the difference between AI Mode and AI Overviews XX% of "knowledgeable" respondents are using AI Mode. XX% of "Knowledgeable" respondents find AI Mode better than search XX% better than ChatGPT & XX% click on links often/very often within AI Mode. Increasing estimates to pre-tariff" @BigBullCap on X 2025-07-09 21:12:53 UTC 101.7K followers, 74K engagements
"@MaxTheComrade @sv_techie @SixSigmaCapital @Rubenslashh Yes and I like OS as well" @BigBullCap on X 2025-07-10 17:29:03 UTC 101.8K followers, XXX engagements
"$GOOGL PT Raised to $XXX at KeyBanc We expect a solid 2Q with revenue of $94.6B (above Street) driven by Search YouTube and Cloud. We expect positive commentary on AI Mode Waymo and expense efficiencies and for management to reinforce the value of Alphabet's platform approach to AI. Given NT momentum we raised 2025E/2026E EPS by 1%/2% to $9.88/$10.56 and introduced 2027E EPS of $XXXXX (all above Street)" @BigBullCap on X 2025-07-17 12:05:15 UTC 101.8K followers, 17.7K engagements
"Goldman on $CRCL We initiate coverage of stablecoin issuer Circle Internet Group (CRCL) with a Neutral rating and an $XX 12-month price target based on 60.0x Q5-Q8 adjusted earnings implying XX% downside. CRCL is a unique asset in the public markets as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets without the direct price volatility inherent to crypto trading. CRCL's main product USDC is a stablecoin meant to represent USD on blockchain. We model a XX% USDC supply CAGR from 2024-27E and 26%/37% CRCL revenue/adj. EPS" @BigBullCap on X 2025-06-30 13:03:05 UTC 101.7K followers, 16.9K engagements
"$ARM BNP Paribas Exane Upgrades to Outperform PT $210" @BigBullCap on X 2025-07-16 13:27:35 UTC 101.8K followers, 6944 engagements
"$OSCR Raymond James Downgrades to Market Perform" @BigBullCap on X 2025-06-24 12:17:45 UTC 101.7K followers, 12.5K engagements
"$OPEN just for curiosity I looked at this 1000 bagger that is getting pumped. How did they do last Q Q1 Revenue $1.2B $1.07B Est Net loss $(85) million versus $(109) million in 1Q24 and $(113) million in 4Q24 GUIDANCE: Q2 2025 revenue $1.45-1.525B $1.453B Est 2Q25 Contribution Profit1 guidance of $XX million to $XX million 2Q25 Adjusted EBITDA guidance of $XX million to $XX million Q2 Earnings Aug 5th. On June 6th Opendoor Technologies Seeks Approval for Potential Reverse Split at Ratio Ranging From 1-for-10 to X for-50" @BigBullCap on X 2025-07-17 01:29:28 UTC 101.8K followers, 25.6K engagements
"$ORCL trading at mid 50s Forward PE is getting crazier" @BigBullCap on X 2025-07-17 15:52:14 UTC 101.8K followers, 12.4K engagements
"$FICO Huber Research: 'Buying Opportunity" @BigBullCap on X 2025-07-09 20:46:07 UTC 101.8K followers, 11.1K engagements
"$MP launches $XXX million public stock offering" @BigBullCap on X 2025-07-16 20:32:46 UTC 101.8K followers, 19.8K engagements
"$GTLB Rosenblatt Starts at Buy GitLab provides one of the leading DevOps platforms used by software engineers and IT Ops throughout the application development life cycle. Starting as an Open Source CI/CD tool GitLabs expanding DevSecOps platform brings together source code management CI/CD workflows application testing security project management monitoring and more. With all key aspects of the Software Development Lifecycle ('SDLC') on a single platform the Company delivers an integrated experience across multiple personas increased productivity and reduced friction. In our view the growth" @BigBullCap on X 2025-07-15 12:08:22 UTC 101.8K followers, 8957 engagements
"Goldman's Monthly Update to US Conviction List We add Duke Energy Huntington Ingalls and Kontoor Brands to the US Conviction List while removing Cloudflare Snowflake and Woodward" @BigBullCap on X 2025-07-01 12:06:39 UTC 101.8K followers, 18K engagements
"@dalibali2 Remember the three trillion dollar predictions of 2021 $SQ $SE $SHOP 🤣" @BigBullCap on X 2025-07-17 04:52:17 UTC 101.8K followers, XXX engagements
"$PYPL goes higher on downgrade shows it has bottomed" @BigBullCap on X 2023-12-06 16:57:08 UTC 101.7K followers, 31.1K engagements
"$FICO Needham says our valuation analysis suggests a heavily favorable risk-reward from these levels. Remains on our Conviction List" @BigBullCap on X 2025-07-16 16:33:46 UTC 101.8K followers, 12.6K engagements
"@jbulltard1 @realannapaulina Irresponsible comments and also this Pulte" @BigBullCap on X 2025-07-16 16:28:14 UTC 101.8K followers, XXX engagements
"@PrimeTrading_ $ALAB will double in two to three years" @BigBullCap on X 2025-07-17 02:17:47 UTC 101.8K followers, 1085 engagements
"@SixSigmaCapital One of my longs from $60s last dec" @BigBullCap on X 2025-07-08 13:04:02 UTC 101.7K followers, 1429 engagements
"$CMG - BWG Global is less positive on CMG following channel-checks adjusting their read to "Mixed" - The less bullish outlook is attributed to macro pressures as sales plan transactions and ticket trends weakened in Q2" @BigBullCap on X 2025-07-07 13:24:59 UTC 101.8K followers, 7883 engagements
"$FROG launches AI-powered MCP server for developer workflows" @BigBullCap on X 2025-07-17 13:23:52 UTC 101.8K followers, 5059 engagements
"$NTNX Goldman Sachs Starts at Buy - Nutanix is well-positioned to extend its HCI lead with a large base of three-tier enterprise environments ripe for modernization and a multi-year tailwind from VMware disruption post-Broadcom" @BigBullCap on X 2025-07-15 12:24:37 UTC 101.8K followers, 6502 engagements
"Guggenheim downgrades Datadog on fears that OpenAI will cut spending OpenAI now accounts for roughly $XXX million about XX% of Datadogs AInative customer cohort. Should they migrate away Guggenheim says Datadog faces a $XXX million or greaterhole to fill in 2026 as core enterprise spending remains subdued" @BigBullCap on X 2025-07-08 13:37:22 UTC 101.7K followers, 20.2K engagements
"@jimcramer Forget Jensen I love your new pick PARC to the moon" @BigBullCap on X 2025-07-15 13:29:27 UTC 101.8K followers, 3180 engagements
"$AMZN PT Raised to $XXX at Morgan Stanley Bull Case $XXX AMZN still top pick'" @BigBullCap on X 2025-07-10 20:19:28 UTC 101.8K followers, 91.8K engagements
"$GOOGL to Pay $2.4B in Deal to License Tech Of Coding Startup- The deal comes after acquisition talks between startup Windsurf and OpenAI broke down" @BigBullCap on X 2025-07-12 02:19:55 UTC 101.7K followers, 19.2K engagements
"$ADBE is well positioned to deliver. PT Raised to $XXX - Bernstein" @BigBullCap on X 2025-06-16 17:53:48 UTC 101.7K followers, 15.3K engagements
"Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform - $UBER aims to deploy 20000 or more Lucid vehicles equipped with the Nuro Driver over six years in dozens of markets around the world. - $UBER is said to be investing $XXX million in Lucid as part of the deal" @BigBullCap on X 2025-07-17 12:47:20 UTC 101.8K followers, 10.4K engagements
"Lucid Nuro and Uber launch autonomous robotaxi partnership to develop an autonomous robotaxi service exclusively for the Uber platform" @BigBullCap on X 2025-07-17 12:35:28 UTC 101.8K followers, 3823 engagements
/creator/x::BigBullCap