[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.] #  @HedgeyeComm Andrew Freedman, CFA 🦅 Andrew Freedman, CFA 🦅 posts on X about $nflx, salesforce, vizio, servicenow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1069759314364153856/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +127% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1069759314364153856/posts_active)  - X Week XX -XXXX% - X Month XX +73% - X Months XXX +22% - X Year XXX +19% ### Followers: XXXXXX [#](/creator/twitter::1069759314364153856/followers)  - X Week XXXXXX +0.09% - X Month XXXXXX +0.28% - X Months XXXXXX +4.70% - X Year XXXXXX +5% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1069759314364153856/influencer_rank)  ### Social Influence [#](/creator/twitter::1069759314364153856/influence) --- **Social category influence** [stocks](/list/stocks) XX% [technology brands](/list/technology-brands) XX% **Social topic influence** [$nflx](/topic/$nflx) 10%, [salesforce](/topic/salesforce) 10%, [vizio](/topic/vizio) 10%, [servicenow](/topic/servicenow) 5%, [open ai](/topic/open-ai) 5%, [ip](/topic/ip) 5%, [$googl](/topic/$googl) 5%, [slate](/topic/slate) 5%, [subs](/topic/subs) 5%, [wmt](/topic/wmt) X% **Top accounts mentioned or mentioned by** [@traderct](/creator/undefined) [@hedgeye](/creator/undefined) [@dkarbowitz](/creator/undefined) [@davidodonnell99](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@ggpcap](/creator/undefined) [@buccocapital](/creator/undefined) [@dalibali2](/creator/undefined) [@akramsrazor](/creator/undefined) [@hedgeyecom](/creator/undefined) [@fundamentedge](/creator/undefined) [@southernvalue95](/creator/undefined) [@keithmccullough](/creator/undefined) [@hedgeyeai](/creator/undefined) [@similar_set](/creator/undefined) [@charliebravo33](/creator/undefined) [@adityapolsani99](/creator/undefined) [@rsosa8](/creator/undefined) [@danbuk4](/creator/undefined) [@arvee2024](/creator/undefined) **Top assets mentioned** [Netflix Inc (NFLX)](/topic/$nflx) [Salesforce Inc (CRM)](/topic/salesforce) [ServiceNow Inc (NOW)](/topic/servicenow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Roku, Inc. (ROKU)](/topic/$roku) [Walmart, Inc. (WMT)](/topic/$wmt) ### Top Social Posts [#](/creator/twitter::1069759314364153856/posts) --- Top posts by engagements in the last XX hours "If you are $NFLX IR. do you really float 2030 targets ahead of earnings if you are going to have a great Q1"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1912487363328033253) 2025-04-16 12:44:54 UTC 26.9K followers, 117.5K engagements "@FundamentEdge The most important setting"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1942687605335663007) 2025-07-08 20:49:53 UTC 26.9K followers, 45.9K engagements "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](/creator/x/HedgeyeComm) on [X](/post/tweet/1946294803987075290) 2025-07-18 19:43:36 UTC 26.9K followers, XXX engagements "@ggpcap @SouthernValue95 And to your second question that is my original point. Salesforce will have to open up completely instead of trying to be the platform. The question becomes if you believe the AI/agentic layer sits on top of the application layer across the enterprise (ServiceNow hypothesis)"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946343020774752633) 2025-07-18 22:55:12 UTC 26.9K followers, XXX engagements "Way different than APIs because you can now build production apps using AI. Still takes some elbow grease today but 3-5 years from now it will be much easier. Agents build the software. Salesforce will have to train/build agents leveraging their IP and CRM knowledge. So xyz company goes to GCP AWS OpenAI Anthropic and pays for the Salesforce CRM Dev agent to build a custom CRM for them. Salesforce will try to keep it within their walls but eventually will have to make those building agents available - otherwise someone else will build something that is 60-70% as good for 20-30% of the cost of"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946313829106716761) 2025-07-18 20:59:12 UTC 26.9K followers, XXX engagements "@davidodonnell99 The first incremental move is what typically matters most. not always. By the time it becomes a controversy and most discussed it usually comes after the large initial move"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1943638517864653218) 2025-07-11 11:48:28 UTC 26.9K followers, XX engagements "@WaterworldCapi1 @buccocapital @dalibali2 Otherwise yea low key 1000x - especially when people realize that Google unlocks the metaverse with Quantum and #infinitytam"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1947021479620550706) 2025-07-20 19:51:09 UTC 26.9K followers, XXX engagements "Solid quarter and guidance $NFLX but interesting disclosure on engagement. we knew engagement growth was weak but X% in total with subs growing X% YoY implies per member hours -7%. "Even with our 2025 slate being unusually second-half weighted our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year." Should improve of course 2H given content slate"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1945941371426316592) 2025-07-17 20:19:11 UTC 26.9K followers, 4920 engagements "Of course AI wont develop custom data models for each enterprise. But each enterprise will be able to create agents based on their knowledge. Im not saying it is easy and there isnt a lot of work involved. That is why I am saying 3-5 years you can have agents today that can rip through and debug an entire code base in minutes"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946340859102044213) 2025-07-18 22:46:36 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](/creator/x/HedgeyeComm) on [X](/post/tweet/1946190293184721141) 2025-07-18 12:48:19 UTC 26.9K followers, 4930 engagements "@WaterworldCapi1 @buccocapital @dalibali2 I hate how everyone is so bullish all of a sudden and on this print specifically"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1947020883912004093) 2025-07-20 19:48:47 UTC 26.9K followers, XXX engagements "@TraderCT Only good if Vizio shelf space opening up at other retailers shelf space Roku potentially loses from Walmart"  [@HedgeyeComm](/creator/x/HedgeyeComm) on [X](/post/tweet/1946217741561606347) 2025-07-18 14:37:23 UTC 26.9K followers, XXX engagements
[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.]
@HedgeyeComm Andrew Freedman, CFA 🦅
Andrew Freedman, CFA 🦅 posts on X about $nflx, salesforce, vizio, servicenow the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +127%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XX +73%
- X Months XXX +22%
- X Year XXX +19%
Followers: XXXXXX #
- X Week XXXXXX +0.09%
- X Month XXXXXX +0.28%
- X Months XXXXXX +4.70%
- X Year XXXXXX +5%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XX% technology brands XX%
Social topic influence $nflx 10%, salesforce 10%, vizio 10%, servicenow 5%, open ai 5%, ip 5%, $googl 5%, slate 5%, subs 5%, wmt X%
Top accounts mentioned or mentioned by @traderct @hedgeye @dkarbowitz @davidodonnell99 @waterworldcapi1 @ggpcap @buccocapital @dalibali2 @akramsrazor @hedgeyecom @fundamentedge @southernvalue95 @keithmccullough @hedgeyeai @similar_set @charliebravo33 @adityapolsani99 @rsosa8 @danbuk4 @arvee2024
Top assets mentioned Netflix Inc (NFLX) Salesforce Inc (CRM) ServiceNow Inc (NOW) Alphabet Inc Class A (GOOGL) Roku, Inc. (ROKU) Walmart, Inc. (WMT)
Top Social Posts #
Top posts by engagements in the last XX hours
"If you are $NFLX IR. do you really float 2030 targets ahead of earnings if you are going to have a great Q1"
@HedgeyeComm on X 2025-04-16 12:44:54 UTC 26.9K followers, 117.5K engagements
"@FundamentEdge The most important setting" @HedgeyeComm on X 2025-07-08 20:49:53 UTC 26.9K followers, 45.9K engagements
"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 on X 2025-07-18 19:43:36 UTC 26.9K followers, XXX engagements
"@ggpcap @SouthernValue95 And to your second question that is my original point. Salesforce will have to open up completely instead of trying to be the platform. The question becomes if you believe the AI/agentic layer sits on top of the application layer across the enterprise (ServiceNow hypothesis)" @HedgeyeComm on X 2025-07-18 22:55:12 UTC 26.9K followers, XXX engagements
"Way different than APIs because you can now build production apps using AI. Still takes some elbow grease today but 3-5 years from now it will be much easier. Agents build the software. Salesforce will have to train/build agents leveraging their IP and CRM knowledge. So xyz company goes to GCP AWS OpenAI Anthropic and pays for the Salesforce CRM Dev agent to build a custom CRM for them. Salesforce will try to keep it within their walls but eventually will have to make those building agents available - otherwise someone else will build something that is 60-70% as good for 20-30% of the cost of" @HedgeyeComm on X 2025-07-18 20:59:12 UTC 26.9K followers, XXX engagements
"@davidodonnell99 The first incremental move is what typically matters most. not always. By the time it becomes a controversy and most discussed it usually comes after the large initial move" @HedgeyeComm on X 2025-07-11 11:48:28 UTC 26.9K followers, XX engagements
"@WaterworldCapi1 @buccocapital @dalibali2 Otherwise yea low key 1000x - especially when people realize that Google unlocks the metaverse with Quantum and #infinitytam" @HedgeyeComm on X 2025-07-20 19:51:09 UTC 26.9K followers, XXX engagements
"Solid quarter and guidance $NFLX but interesting disclosure on engagement. we knew engagement growth was weak but X% in total with subs growing X% YoY implies per member hours -7%. "Even with our 2025 slate being unusually second-half weighted our members watched over XX billion hours on Netflix in the first half of the year a X% increase year over year." Should improve of course 2H given content slate" @HedgeyeComm on X 2025-07-17 20:19:11 UTC 26.9K followers, 4920 engagements
"Of course AI wont develop custom data models for each enterprise. But each enterprise will be able to create agents based on their knowledge. Im not saying it is easy and there isnt a lot of work involved. That is why I am saying 3-5 years you can have agents today that can rip through and debug an entire code base in minutes" @HedgeyeComm on X 2025-07-18 22:46:36 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 on X 2025-07-18 12:48:19 UTC 26.9K followers, 4930 engagements
"@WaterworldCapi1 @buccocapital @dalibali2 I hate how everyone is so bullish all of a sudden and on this print specifically" @HedgeyeComm on X 2025-07-20 19:48:47 UTC 26.9K followers, XXX engagements
"@TraderCT Only good if Vizio shelf space opening up at other retailers shelf space Roku potentially loses from Walmart" @HedgeyeComm on X 2025-07-18 14:37:23 UTC 26.9K followers, XXX engagements