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# ![@KeningYe26924 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1788978680141697024.png) @KeningYe26924 Perseverance Capital πŸ’‘

Perseverance Capital πŸ’‘ posts on X about $cflt, $qqq, $spy, spy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1788978680141697024/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788978680141697024/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +143%
- X Months XXXXXXX +1,254%

### Mentions: XX [#](/creator/twitter::1788978680141697024/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788978680141697024/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +34%
- X Months XXX +1,071%

### Followers: XXX [#](/creator/twitter::1788978680141697024/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788978680141697024/c:line/m:followers.svg)

- X Week XXX +0.30%
- X Month XXX +7.80%
- X Months XXX +227%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1788978680141697024/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788978680141697024/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1788978680141697024/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXX% [countries](/list/countries)  XXX%

**Social topic influence**
[$cflt](/topic/$cflt) #1, [$qqq](/topic/$qqq) #200, [$spy](/topic/$spy) #402, [spy](/topic/spy) #1111, [realtime](/topic/realtime) #281, [$amzn](/topic/$amzn) #859, [$orcl](/topic/$orcl) #389, [$goog](/topic/$goog) #249, [$msft](/topic/$msft) #411, [$mdb](/topic/$mdb) XXXX%

**Top accounts mentioned or mentioned by**
[@confluentinc](/creator/undefined) [@jaykreps](/creator/undefined) [@ericvishria](/creator/undefined) [@apachekafka](/creator/undefined) [@apacheflink](/creator/undefined) [@mongodb](/creator/undefined) [@awscloud](/creator/undefined) [@databricks](/creator/undefined) [@tlberglunds](/creator/undefined) [@anthropicais](/creator/undefined) [@seanfalconer](/creator/undefined) [@0xavious](/creator/undefined) [@serk1379079](/creator/undefined)

**Top assets mentioned**
[Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [MongoDB, Inc. (MDB)](/topic/$mdb) [Palantir (PLTR)](/topic/$pltr) [Datadog Inc (DDOG)](/topic/$ddog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cream (CRM)](/topic/$crm) [Snowflake, Inc. (SNOW)](/topic/$snow) [Now Coin (NOW)](/topic/$now) [Cisco Systems Inc (CSCO)](/topic/$csco) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Elastic N.V. (ESTC)](/topic/$estc) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Auroracoin (AUR)](/topic/$aur) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Artificial Intelligence (AI4)](/topic/$ai4) [Alibaba Group (BABA)](/topic/$baba) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Morgan Stanley (MS)](/topic/morgan-stanley) [Oklo Inc. (OKLO)](/topic/$oklo) [Solana (SOL)](/topic/solana) [Bitcoin (BTC)](/topic/bitcoin) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi)
### Top Social Posts [#](/creator/twitter::1788978680141697024/posts)
---
Top posts by engagements in the last XX hours

"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, 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. πŸ€–πŸ€– 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


"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, 8521 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 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


"$AUR $VNET $FORD and $ODD to monitor"  
[X Link](https://x.com/KeningYe26924/status/1976366475821842520) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-09T19:17Z XXX followers, XXX engagements


"build highly scalable agentic ai systems with @confluentinc and @MongoDB on @awscloud 🦾🦾 the agentic ai era is officially here entering October after OpenAI DevDay. πŸ”₯πŸ”₯ $CFLT $MDB $AMZN #AWS #data #streaming #cloud #AGI #agent #AGI #agentkit #tableflow #ai #saas #systems $QQQ $SPY"  
[X Link](https://x.com/KeningYe26924/status/1976648527926133138) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-10T13:58Z XXX followers, XXX engagements


"$CFLT this legendary asset is the kingmaker in the ai arms race among the hyperscalers. top data streaming talents irreplaceable; over a decade of top data engineering "central nervous system" work/build priceless. 🦾🦾 Confluent truly deserves a great offer. πŸ’ŽπŸ’Ž $QQQ $SPY #data #streaming #AGI #Cloud #SaaS #Flink #Kafka #tableflow #agent"  
[X Link](https://x.com/KeningYe26924/status/1976808946242314445) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-11T00:35Z XXX followers, 1313 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, 1324 engagements


"$CFLT the market knows this has huge upside. i will add more"  
[X Link](https://x.com/KeningYe26924/status/1977738377760825479) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-13T14:09Z XXX followers, XXX engagements


"$BABA $PDD $JD China ADRs delisting risks still remain"  
[X Link](https://x.com/KeningYe26924/status/1978116693726568483) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-14T15:12Z XXX followers, XXX 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


"$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 πŸ‘πŸ‘‚ $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 πŸ¦ΎπŸ¦ΎπŸ‘πŸ‘ $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


"$CFLT @confluentinc this is actually way more direct critical and useful for national security than many meme stock companies. real-time data streaming for AGIs in enterprises government and military are first principle trends to happen sooner or later. 🦾🦾 $QQQ $SPY #NationalSecurity #data #streaming #realtime #evntdriven #cloud #saas #agent #AGI $PLTR $MSFT $AMZN $GOOG $ORCL $CRM $CSCO $IBM #government"  
[X Link](https://x.com/KeningYe26924/status/1978833309934170240) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-16T14:40Z XXX followers, XXX engagements


"$CFLT @confluentinc huge potential under-appreciated in so many new ai use cases not at all priced in now. agentic commerce is coming and coming fast after OpenAI DevDay; real-time data streaming backbone is simply must-have for almost all big enterprises. $QQQ $SPY #data #cloud #streaming #AGI #commerce #agent #realtime #openai #Anthropic"  
[X Link](https://x.com/KeningYe26924/status/1978855481683681686) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-16T16:08Z XXX followers, XXX engagements


"software m&a heating up this fall. πŸ”₯πŸ”₯ $QQQ $SPY $DDOG $GTLB #data #software #cloud #saas"  
[X Link](https://x.com/KeningYe26924/status/1978957192846884970) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-16T22:52Z XXX followers, XXX engagements


"$OKLO a carefully crafted PowerPoint some online or tv appearances an investment wave of ai infra buildouts to create a business story with zero actual revenue yet worth tens of billions amazing value creations founders are a couple and have been exiting already like no tomorrow without delivering results. how many red flags here 🐷 $QQQ $SPY #energy #fraud #ai"  
[X Link](https://x.com/KeningYe26924/status/1979317248503484803) [@KeningYe26924](/creator/x/KeningYe26924) 2025-10-17T22:43Z 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


"$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, 1178 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


"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

[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.]

@KeningYe26924 Avatar @KeningYe26924 Perseverance Capital πŸ’‘

Perseverance Capital πŸ’‘ posts on X about $cflt, $qqq, $spy, spy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +143%
  • X Months XXXXXXX +1,254%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +34%
  • X Months XXX +1,071%

Followers: XXX #

Followers Line Chart

  • X Week XXX +0.30%
  • X Month XXX +7.80%
  • X Months XXX +227%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% automotive brands XXX% countries XXX%

Social topic influence $cflt #1, $qqq #200, $spy #402, spy #1111, realtime #281, $amzn #859, $orcl #389, $goog #249, $msft #411, $mdb XXXX%

Top accounts mentioned or mentioned by @confluentinc @jaykreps @ericvishria @apachekafka @apacheflink @mongodb @awscloud @databricks @tlberglunds @anthropicais @seanfalconer @0xavious @serk1379079

Top assets mentioned Confluent, Inc. Class A Common Stock (CFLT) SPDR S&P XXX ETF Trust (SPY) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) MongoDB, Inc. (MDB) Palantir (PLTR) Datadog Inc (DDOG) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Cream (CRM) Snowflake, Inc. (SNOW) Now Coin (NOW) Cisco Systems Inc (CSCO) Cloudflare, Inc. (NET) Elastic N.V. (ESTC) Fluence Energy, Inc. Class A Common Stock (FLNC) Auroracoin (AUR) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Artificial Intelligence (AI4) Alibaba Group (BABA) GitLab Inc. Class A Common Stock (GTLB) Morgan Stanley (MS) Oklo Inc. (OKLO) Solana (SOL) Bitcoin (BTC) Fermi Inc. Common Stock (FRMI)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 @KeningYe26924 2025-10-17T14:23Z 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. πŸ€–πŸ€– 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 @KeningYe26924 2025-10-17T22:29Z XXX followers, XXX 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 @KeningYe26924 2025-10-08T03:17Z XXX followers, 8521 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 @KeningYe26924 2025-10-14T15:31Z 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 @KeningYe26924 2025-10-20T17:49Z XXX followers, XXX engagements

"$AUR $VNET $FORD and $ODD to monitor"
X Link @KeningYe26924 2025-10-09T19:17Z XXX followers, XXX engagements

"build highly scalable agentic ai systems with @confluentinc and @MongoDB on @awscloud 🦾🦾 the agentic ai era is officially here entering October after OpenAI DevDay. πŸ”₯πŸ”₯ $CFLT $MDB $AMZN #AWS #data #streaming #cloud #AGI #agent #AGI #agentkit #tableflow #ai #saas #systems $QQQ $SPY"
X Link @KeningYe26924 2025-10-10T13:58Z XXX followers, XXX engagements

"$CFLT this legendary asset is the kingmaker in the ai arms race among the hyperscalers. top data streaming talents irreplaceable; over a decade of top data engineering "central nervous system" work/build priceless. 🦾🦾 Confluent truly deserves a great offer. πŸ’ŽπŸ’Ž $QQQ $SPY #data #streaming #AGI #Cloud #SaaS #Flink #Kafka #tableflow #agent"
X Link @KeningYe26924 2025-10-11T00:35Z XXX followers, 1313 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 @KeningYe26924 2025-10-12T18:00Z XXX followers, 1324 engagements

"$CFLT the market knows this has huge upside. i will add more"
X Link @KeningYe26924 2025-10-13T14:09Z XXX followers, XXX engagements

"$BABA $PDD $JD China ADRs delisting risks still remain"
X Link @KeningYe26924 2025-10-14T15:12Z XXX followers, XXX 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 @KeningYe26924 2025-10-14T15:18Z 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 πŸ‘πŸ‘‚ $QQQ $SPY #data #AGI #agent #cloud #saas $MSFT $AMZN $GOOG $ORCL #azure #aws #streaming"
X Link @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 @KeningYe26924 2025-10-14T23:02Z XXX followers, XXX engagements

"$CFLT @confluentinc real-time data streaming applications and use cases are truly limitless πŸ¦ΎπŸ¦ΎπŸ‘πŸ‘ $QQQ $SPY #data #realtime #kafka #flink #AGI #Cloud #agent #streaming"
X Link @KeningYe26924 2025-10-16T02:03Z XXX followers, XXX engagements

"$CFLT @confluentinc this is actually way more direct critical and useful for national security than many meme stock companies. real-time data streaming for AGIs in enterprises government and military are first principle trends to happen sooner or later. 🦾🦾 $QQQ $SPY #NationalSecurity #data #streaming #realtime #evntdriven #cloud #saas #agent #AGI $PLTR $MSFT $AMZN $GOOG $ORCL $CRM $CSCO $IBM #government"
X Link @KeningYe26924 2025-10-16T14:40Z XXX followers, XXX engagements

"$CFLT @confluentinc huge potential under-appreciated in so many new ai use cases not at all priced in now. agentic commerce is coming and coming fast after OpenAI DevDay; real-time data streaming backbone is simply must-have for almost all big enterprises. $QQQ $SPY #data #cloud #streaming #AGI #commerce #agent #realtime #openai #Anthropic"
X Link @KeningYe26924 2025-10-16T16:08Z XXX followers, XXX engagements

"software m&a heating up this fall. πŸ”₯πŸ”₯ $QQQ $SPY $DDOG $GTLB #data #software #cloud #saas"
X Link @KeningYe26924 2025-10-16T22:52Z XXX followers, XXX engagements

"$OKLO a carefully crafted PowerPoint some online or tv appearances an investment wave of ai infra buildouts to create a business story with zero actual revenue yet worth tens of billions amazing value creations founders are a couple and have been exiting already like no tomorrow without delivering results. how many red flags here 🐷 $QQQ $SPY #energy #fraud #ai"
X Link @KeningYe26924 2025-10-17T22:43Z XXX followers, XXX engagements

"I own gold and solana should I own bitcoin too"
X Link @KeningYe26924 2025-10-19T23:38Z XXX followers, XX engagements

"$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 @KeningYe26924 2025-10-11T00:23Z XXX followers, 1178 engagements

"$FRMI this stock probably needs a Rick Perry discount"
X Link @KeningYe26924 2025-10-17T19:56Z XXX followers, XXX 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 @KeningYe26924 2025-10-21T03:56Z XXX followers, XXX engagements

creator/x::KeningYe26924
/creator/x::KeningYe26924