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# ![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1748036376808034304.png) @VcircleFuture V.C.F.

V.C.F. posts on X about eps, rev, infra, $snow the most. They currently have XX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1748036376808034304/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:interactions.svg)

- X Week XXXXXX +96%
- X Month XXXXXX +249%
- X Months XXXXXX +25,638%
- X Year XXXXXX +4,688%

### Mentions: XX [#](/creator/twitter::1748036376808034304/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +51%
- X Months XXX +22,400%
- X Year XXX +7,400%

### Followers: XX [#](/creator/twitter::1748036376808034304/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:followers.svg)

- X Week XX +34%
- X Month XX +178%
- X Months XX +1,400%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1748036376808034304/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1748036376808034304/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1748036376808034304/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [gaming](/list/gaming)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[eps](/topic/eps) 6.58%, [rev](/topic/rev) 5.26%, [infra](/topic/infra) 2.63%, [$snow](/topic/$snow) 2.63%, [longterm](/topic/longterm) 2.63%, [$uber](/topic/$uber) 2.63%, [6969](/topic/6969) 1.97%, [gpu](/topic/gpu) 1.97%, [ads](/topic/ads) 1.97%, [msft](/topic/msft) XXXX%

**Top accounts mentioned or mentioned by**
[@calvinfo](/creator/undefined) [@vivi_vivi08](/creator/undefined)

**Top assets mentioned**
[Snowflake, Inc. (SNOW)](/topic/$snow) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Roblox, Corp. (RBLX)](/topic/$rblx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Dash (DASH)](/topic/$dash) [Twilio, Inc. (TWLO)](/topic/$twlo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Bank of America (BAC)](/topic/bank-of-america) [Enphase Energy Inc (ENPH)](/topic/$enph) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [VMware, Inc. (VMW)](/topic/$vmw) [Nutanix, Inc. Class A Common Stock (NTNX)](/topic/$ntnx) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Shopify Inc (SHOP)](/topic/$shop) [MetaverseX (METAX)](/topic/$metax) [SideShift (XAI)](/topic/$xai) [Duke Energy Corp (DUK)](/topic/$duk) [Sleepless AI (AI)](/topic/$ai) [Oracle Corporation (ORCL)](/topic/$orcl) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts [#](/creator/twitter::1748036376808034304/posts)
---
Top posts by engagements in the last XX hours

"Alchip ( $3661.TW ) gains ground vs Marvell ( $MRVL )in AI ASICs 📦 Trainium 3: Alchip 2M unit ramp vs MRVL 300K 🔧 T3 Lite (Marvell): Minimal upside team reassigned 🚫 Trainium 4: No mainstream role seen for Marvell 📈 Jefferies lifts PT to NT$4500 keeps EPS est. NT$150 🏆 Design wins seen as 3nm repeat for Alchip"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945528398522294754) 2025-07-16 16:58:11 UTC XX followers, XXX engagements


"Did you know hedge funds were stealth-buying XX million shares of $RBLX before the next AI-powered content wave hits Stock ripped XXXXX% in July. Smashed through $XXX for the first time. Up XXX% in the past year. JPMorgan Citi Oppenheimer All cranked price targets to $120$125. Bullish ratings everywhere. XXXX M DAUs in Q1. Revenue jumped XX% to $XXXX B XXX creators hit $X M+ earnings 😎 First positive EBITDA of $XX M. $XXX B cash on the balance sheet. Free cash flow up 123%. Risks remainQ2 EPS loss high multiples trade-policy headwinds. But with AI tools accelerating creator growth and global"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1943741130560221228) 2025-07-11 18:36:13 UTC XX followers, 5159 engagements


"is $CRWW the next big cloud disruptoror a GPU rental shop with no moat HSBC just kicked off coverage with a Reduce rating and a $XX PT 🚨 thats well below the Street their bear case -GPU infra is getting commoditized fast -CoreWeave's edge is shrinking as clients build their own tools -capex-heavy margin-light FCF negative -2027 EPS XX% below consensus -and AWS isnt exactly easing up 🧱 even with AI tailwinds HSBC thinks $CRWW lacks pricing power & scale benefits cloud isnt just about chipsits about leverage. and right now CRWW might be on the wrong side of both"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945901882779853094) 2025-07-17 17:42:16 UTC XX followers, XX engagements


"Think about that. If $SNOW hits XX% without AI tailwinds What happens when those AI workloads start snowballing (Pun intended.)"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263921305985395) 2025-07-18 17:40:53 UTC XX followers, XX engagements


"Whos stealthbetting on $GOOGL before it rips through the DOJ fog Bank of America just hiked its target to $XXX 📈 Thats a $1.5B delta vs. the Street On the back of an $81B revenue forecast Powered by search ads growing +11% y/y And whispers of AI-fueled monetization magic. Gemini is creeping into Workspace. YouTube's tightening its grip. And paid clicks Quietly compounding at 2%. Yet the market hesitates All eyes on that DOJ trial like its a ticking bomb. So what wins: AI scale or regulatory chill Like this thread Hit ❤ and follow for more power plays"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946271858028118467) 2025-07-18 18:12:25 UTC XX followers, XX engagements


"Citizens JMP bumped its price target to $XXX (from $245) still Outperform. Why XX private customer calls. XX said: Were spending more on Snowflake in the next 1218 months. Thats not a stat. Thats a sales pipeline"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263915916374477) 2025-07-18 17:40:52 UTC XX followers, XX engagements


"$ENPH: JPMorgan Turns Cautious Downgrade: Overweight Neutral Price Target: Slashed to $XX (from $64) Bill-driven shift to TPO solar models threatens $ENPH economics Enphase thrives in customer-owned installslosing ground in TPO JPM sees downside risks to both growth and margins"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945187246715568601) 2025-07-15 18:22:34 UTC XX followers, XX engagements


"Citi 2Q25 CIO survey (n=101): Global IT budget growth softens to XXX% (from 2.7%) Europe weak U.S. stable Top priorities: Cybersecurity Data Analytics / GenAI Digital Transformation NTM IT budgets reaccelerate to XXX% up from XXX% Top GenAI vendors: $MSFT OpenAI $AMZN"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945182824321216900) 2025-07-15 18:04:59 UTC XX followers, XX engagements


"$NFLX: BMO Boosts PT to $1425 on Global Content Strength + AI Leverage Rating: Outperform Price Target: $1425 (was $1200) Catalysts: Squid Game X + strong H2 content slate FX tailwinds improving topline Long-term AI efficiency gains = durable margin expansion Valuation seen as justified despite forward premium"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945209251003310456) 2025-07-15 19:50:00 UTC XX followers, XX engagements


"$SMCI just got a mixed bag from JPMorgan 🎭 ✅ PT raised to $XX (from $35) ⚠ but still rated Neutral 🚨 and added to Negative Catalyst Watch heres why: AI server demand = strong secular tailwind but competitive pressure may start hitting margins valuation already reflects a lot of good news translation AI hype might be baked in now its all about proving margins can hold up under pressure 😬"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945928238787866760) 2025-07-17 19:27:00 UTC XX followers, XX engagements


"Goldman initiates $NTNX at Buy $XX PT Hybrid multi-cloud shift = structural tailwind Platform is mature hardware-agnostic Broadcoms $VMW changes spark market churn $NTNX could gain $300$600M ARR Expanding AI + container offerings = deeper stickiness Gross margin: XX% with opex leverage ahead Viewed as a top play in next-gen IT infra"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945182484456775681) 2025-07-15 18:03:38 UTC XX followers, XXX engagements


"🚨 Ex-Segment founder Calvin French @calvinfo just dropped the most honest insider post on life at $OpenAI No drama. No leaks. Just: 🧠 AGI ambition at scale 💻 Codex built in X weeks 🔥 Everything runs on Slack (yes everything) 🧪 Most research starts with nerd-sniping a researcher Highlights that hit hard: ⚡ OpenAI = Los Alamos meets YC meets consumer app virality 📦 Code wins. Shipping trumps planning 🎯 Codex team shipped 630K PRs in XX days. Thats 78K PRs per engineer 🤯 🧩 Company runs on Twitter vibes is not entirely a joke He left without beefjust wanted to start building again."  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945539159860679144) 2025-07-16 17:40:56 UTC XX followers, XX engagements


"🚨 Wells Fargo raises $AMD PT to $XXX ahead of Q2: -Q2 rev/EPS est: $7.49B / $XXXX -Strong datacenter execution -MI355X shipments began in June -Inventory +66% q/q purchase commitments +107% y/y -CY2527 est. lifted on DC GPU + opex leverage"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945542950202872028) 2025-07-16 17:56:00 UTC XX followers, XX engagements


"$TROW is slimming down 🪓 the asset manager is making firm-wide job cuts targeting roles across all departments no official headcount disclosed but its part of a broader effort to: -reduce expenses -shut down sub-scale strategies -get back to organic growth why now 📉 clients pulled $43B in 2023 📉 multi-year outflows continue to pressure margins 📉 asset mgmt industry facing fee compression + passive shift T. Rowe says support is being provided to those affected but make no mistake this is a structural reset not a short-term trim in a higher-rate world active managers like $TROW need to do"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945916074186391997) 2025-07-17 18:38:40 UTC XX followers, XX engagements


"🚨 BofA quietly drops $AMZN from its US X list. just as Bezos unloads $1.51B in stock 🧾 Add to that: channel checks from Clev suggesting Prime Day came in softer than expected. 📉 No item count. Muted victory lap. Now insider selling + a downgrade in conviction 🔍 Its starting to look like Amazons retail engine may be hitting friction: BofA still rates it Buy but off the elite list. Bezos trims his stake again. Whisper data implies underwhelming unit growth"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945636315913220591) 2025-07-17 00:07:00 UTC XX followers, XX engagements


"The West has Waymo. The East just made its move. $UBER and $BIDU are merging forces to deploy robotaxis across Asia and the Middle Eastbringing 1000+ fully driverless cars onto the streets. The autonomous race is now truly global"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945190939481305241) 2025-07-15 18:37:14 UTC XX followers, XX engagements


"$AFRM is making waves in BNPL again 💳📈 Deutsche Bank highlights: ✅ XX% GMV growth ✅ solid credit controls (short loans + adaptive underwriting) ✅ Affirm Card now X% of GMV and gaining steam ✅ optionality in going global + tighter merchant integrations but the bull case comes with caveats: ⚠ partner concentration risk ($AMZN $SHOP) ⚠ fintech-style rev streams = valuation pressure ⚠ global players entering the arena investors are watching X things: -can $AFRM keep share -will credit quality hold in a downturn -can the card really scale for now Affirm is still running the playbookbut the"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945920689086603501) 2025-07-17 18:57:00 UTC XX followers, XXX engagements


"Chinas chip dream is running into a harsh reality check 😬 Two IPOs $MetaX and Moore Threads just raised 12B ($1.7B) in Shanghai riding the wave of AI GPU demand as $NVDA gets squeezed out by U.S. export controls 🚀 Revenue is booming MetaX: 14x growth to 743M ($104M) Moore Threads: tripled to 438M but heres the problem: 💸 losses are massive Moore Threads lost 3x its sales R&D spend outpaces revenue by 6x and theyre stuck at 7nm tech while $TSMC is prepping for 2nm 🚀 even $Huaweis flagship AI chips reportedly hit just XX% of $NVDAs H100 performance and the H200 is 2.5x faster than that 👀"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942310195889332689) 2025-07-07 19:50:11 UTC XX followers, XX engagements


"Why is Elon Musk's $xAI stealthbuying a gas plant in Mississippi for $XX Not a joke. A 114-acre former Duke Energy site Just got snapped up by an xAI-linked shellMZX Tech LLC. Location: Southaven Mississippi. Fuel source Natural gas. Purpose Power-hungry AI expansion. 🔥"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946284237176656153) 2025-07-18 19:01:37 UTC XX followers, XX engagements


"OpenAI is quietly turning ChatGPT into a work app that can replace Microsoft Office. Create decks. Edit spreadsheets. All without opening PowerPoint or Excel. Microsoft invested in OpenAI. Now OpenAI is eating its lunch"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945538304092639588) 2025-07-16 17:37:32 UTC XX followers, XX engagements


"why is $U starting to turn heads again Morgan Stanley just dropped a 🔥 take: Unitys ad engine is finally working -customers are seeing 1520% gains in installs + purchases -full Vector rollout hit in May -game engine data now fuels ad targeting (👀 moat alert) -Unity X adoption picking up fast after XX months of rebuilding this isnt just a fix its a structural reset MS sees a $XX bull case if ad rev grows XX% annually w/ a 10x EBITDA multiple $U might be shifting from a show me story to a watch this one 📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945900706327924938) 2025-07-17 17:37:36 UTC XX followers, XX engagements


"Unity ( $U ) update: Vector momentum rising 📈 UA KPIs: +2530% (Edgewater chatter) 🎯 ROAS: 1020% up from XX% in Q1 🧮 FY25/26 ests raised: +23% rev / +911% EBITDA 💡 Unity X engine usage climbing 📊 Jefferies PT: $XX 32x 2026 EBITDA multiple Still early but the ad flywheel may be turning"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945526513136537991) 2025-07-16 16:50:41 UTC XX followers, XX engagements


"AI is reshaping who wins and who merges Here are X merger ideas with real AI synergy potential: 🔹 $ORCL + $AI Oracles been hardware-heavy in AI cloud servers data centers But its missing a killer AI software layer Enter $AI: XXX pre-built AI apps Strong in gov energy manufacturing Growing XX% YoY (rev: $389M) But bleeding: $289M loss Oracles massive customer base + C3s modular AI tools = end-to-end AI suite 📉 Risk: high expenses + awkward founder history (remember Siebel Systems) 💰 Oracles $11B in cash says it could still happen 🔹 $CHKP + $S (SentinelOne) Check Point: the OG of network"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942324328210772269) 2025-07-07 20:46:21 UTC XX followers, XXX engagements


"🟡 $000660.KQ (SK Hynix) cut to Neutral by Goldman Sachs Heres why: -HBM pricing risk in 2026 as buyer power consolidates -2026 OP seen XX% below Street est. -PT lowered to 310000 just X% upside -Shares up +138% since Jan '22 (vs. +9% KOSPI) -Now trading at 1.8x P/B (historical avg 1.8x) ⚠ Rerating needs a fresh DRAM/HBM bullish catalyst"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945900178474717295) 2025-07-17 17:35:30 UTC XX followers, XX engagements


"📉 Jefferies just downgraded $DASH from Buy to Hold even as they nudged the price target up to $XXX. Why the mixed signals The answer: valuations on thin ice. 🧮 $DASH is trading at. 183x EV/EBITDA 298x P/E Thats a XXX% premium to peersand Jefferies says the growth storys already baked in. 📦 While delivery ads & groceries are expanding analysts think new business lines wont justify the current multiple unless there's major upside surprise. 📉 Stock dipped XXX% intraday to $XXX. Profit-taking kicked in hard after a XX% YTD rally. $220$235 is key supportbelow that Eyes on $XXX. 🧭 Next"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945173546474590371) 2025-07-15 17:28:07 UTC XX followers, XX engagements


"Dating App Pulse Check Citi June Data $MTCH: Hinge MAU growth reaccelerating Downloads still declining (3rd month in U.S.) Tinder improving MoM but Q2 overall soft Time spent rising but vs. easy comps $BMBL: Depressed growth but payer stability intact Citi sees no new deterioration. yet"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945206482661962002) 2025-07-15 19:39:00 UTC XX followers, XXX engagements


"Once just a rideshare. Now: 🛺 Mobility momentum 🍔 Delivery strength 📢 Ads scaling 🤖 AV sentiment turning $UBER is proving its not a one-trick tech story. Cowen sees $2B+ EBITDAand long-term gears still turning"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945581706242920890) 2025-07-16 20:30:00 UTC XX followers, XX engagements


"AI is coming for data infra like a glacier on Red Bull. $SNOW s biggest unlock might still be in stealth mode"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263922530742337) 2025-07-18 17:40:53 UTC XX followers, XX engagements


"📌 $TWLO Pricing Changes Summary (via Mizuho): Voice (12% rev): SIP Trunking +89% (most) +48% (high-cost) Email (11%): Free SendGrid tier eliminated Messaging (53%): +5% hike in May 📈 Adds XX pts to 2025/26 growth 💡 Signals confidence in pricing power & double-digit revenue trajectory"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945533338724569336) 2025-07-16 17:17:48 UTC XX followers, XX engagements


"$SNOW just got a fresh coat of confidence and Wall Streets whisper network is heating up ☃🔥 Two firms just front-ran the crowd. Heres what theyre seeing (and what most investors are missing): 🧵Below👇"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263913961758970) 2025-07-18 17:40:51 UTC XX followers, XX engagements


"whats the hidden story behind $TSLA handing off one of Australias biggest virtual power plants $AGL just took over the South Australia Virtual Power Plant from $TSLA thats 7000 Powerwall home batteries now helping AGL hit its 2035 net-zero goal 😮💨 residents get cheaper energy ⚡ AGL gets clean distributed storage 🔋 the grid gets more stability 🧠 Tesla quietly offloading ops possibly to focus harder on scaling FSD + energy hardware sometimes the future isnt who builds the tech its who deploys it best"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942292346290463134) 2025-07-07 18:39:16 UTC XX followers, XXX engagements


"🚨 $GOOGL bulls just got fresh ammo: 📈 Needham hiked PT to $XXX (from $178) reaffirming Buy. Why 🔹 Owns 40%+ of global digital ad spend ($265B rev) 🔹 YouTube leads U.S. streaming at XXXX% share 🔹 NFL Sunday Ticket = subs tailwind 🔹 GenAI + Gemini seen as multi-year catalysts across Cloud & internal ops 💡 Needham: Googles Search + YouTube data = unmatched LLM moat. Meanwhile. 🧐 Cantor lifts PT to $XXX but stays Neutral. They see: Q2 beats (Search YouTube Cloud 🔥) EBIT margin upside from efficiencies But 👀 antitrust overhang in August keeps them cautious ⚖ Sonarrative split: 📊 One"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945532894468084106) 2025-07-16 17:16:02 UTC XX followers, XX engagements


"$CDW just landed on JPMorgans Positive Catalyst Watch 🔍 why 💻 strong PC demand = likely Q2 beat 📈 upside risk to FY25 guidance 📊 trading at just 18x earnings cheap vs peers JPM thinks even a modest beat could trigger a re-rate low bar + solid print = setup for a sneaky breakout 📦📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945913632241623188) 2025-07-17 18:28:57 UTC XX followers, XX engagements


"Meanwhile Stephens enters stage left: Calls AI a large growth acceleration opportunity Says $SNOW s XX% revenue growth outlook for 2025 barely includes AI Translation: The real AI juice isnt priced in yet 🍹"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263920026771733) 2025-07-18 17:40:53 UTC XX followers, XX engagements


"$ACN just got the green light from ISI 🚦 new Outperform rating and $XXX PT why now 📉 recent underperformance = opportunity 📈 medium-term EPS could top $XX 🧠 AI tailwinds + internal efficiency gains = margin upside 🔁 IT services cycle looks ready to rebound plus: proven execution ✅ strong FCF ✅ M&A firepower ✅ with macro clouds lifting $ACN may be set for a re-rate powered by AI + stability combo 💼✨"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945917920988872880) 2025-07-17 18:46:00 UTC XX followers, XX engagements


"🚨 Teens are becoming millionaires on $RBLX and its not a glitch in the matrix. 👾 A 19-year-old built Blue Lock: Rivals an anime-style soccer game with 1M+ concurrent players Sold it for $3M+ to Do Big Studios Game generates $5M/month for Roblox via in-game purchases 💥 What changed 🔓 In Dec 2024 Roblox allowed game ownership transfers Suddenly a secondary market exploded Voldex bought Brookhaven RP for $100M+ Bloxburg Same ballpark 🤑 These arent one-off wins: Deals often done anonymously via Discord Companies now acquire then optimize + brand-partner CEO says devs could become"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1944849821694877805) 2025-07-14 20:01:45 UTC XX followers, XXX engagements


"whats next for $NOW heading into earnings Goldman still likes it Buy $1150 PT Citi Cautiously bullish at $1160 📦 Q2 setup: +19.5% y/y constant currency sub rev XX% cRPO growth (Citi says it beat by 50bps) ⚠ Overhangs: -soft FY25 guide -federal budget drag -some Europe caution ✅ But heres whats working: -GenAI + workflow tools = momentum building -Pro+ suite gaining traction -Knowledge 2025 driving engagement -disciplined cost control supports margin upside Goldman sees XX% growth as sustainable once macro clouds clear ☁ $NOW is still marching toward that $15B+ ambitionthis AI wave might just"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945918424267317378) 2025-07-17 18:48:00 UTC XX followers, XX engagements


"🧠 $IBM quietly turning into a high-premium high-conviction play 📈 Stifel raises PT to $XXX (from $290) keeps Buy rating. Why theyre bullish: -Better Q2 setup: cleaner execution + stronger software mix -Defensive profile in a choppy tape -z17 mainframe launch + HashiCorp / DataStax momentum -XXX% dividend yield adds cushion 📊 Re-rating in motion: - $IBM now trades at a 45%+ EPS premium to the S&P up from XX% YTD -Mid-single-digit rev growth + margin expansion driving valuation 🔮 Stifels 2026 EPS est is XX% above Street calling skepticism on margin sustainability misplaced ⚠ But: near-term"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945570884757971032) 2025-07-16 19:47:00 UTC XX followers, XX engagements


"$PYPL still stuck in wait-and-see mode 😐 Deutsche Bank keeps its Hold and $XX PT heres the rundown: ✅ strong two-sided network ✅ Fastlane + Venmo monetization = long-term optionality ✅ Braintree/PSP moves could boost profitability but ⚠ Branded Checkoutits highest-margin engineis still sluggish ⚠ pandemic tailwinds are fading ⚠ take rate pressure from PSP channels ⚠ tough competition from $STRIP and $ADYEY bottom line until Branded volume growth proves it can hit XXX% sustainably $PYPL might stay in neutral gear 🛑📉"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945922702763606111) 2025-07-17 19:05:00 UTC XX followers, XX engagements


"🧨 They built the AIand then got replaced by it. 🚪 At King (maker of Farm Heroes Saga under $MSFT) half the team50 peopleis being laid off including level designers copywriters QA UX and middle managers across London Barcelona Stockholm and Berlin. 💬 One staffer: "Most of level design has been wiped AI tools we spent months building are now replacing us.""  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945192846539284517) 2025-07-15 18:44:49 UTC XX followers, XX engagements


"📉 $TER downgraded to Neutral by JPM Key reasons: -Semiconductor capex facing macro drag -Test equipment demand outlook softens -Smartphone + Mobility SoC end markets still weak EPS revised down: 2025: $XXXX ( from $3.45) 2026: $XXXX ( from $4.20) Near-term visibility now murky"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945904970894860385) 2025-07-17 17:54:32 UTC XX followers, XXX engagements


"tough day in chipland $INTC is cutting 5500+ jobs across the U.S. 😔 -Oregon: 2932 roles gone -California: 1935 -Arizona: XXX -smaller cuts in Texas & elsewhere this is more than 1500 jobs above earlier layoff estimates. CEO Lip-Bu Tan says the goal is to streamline ops & refocus on AI chips 💡 but behind the scenes this is about survival. $NVDA and $AMD are eating Intels lunch in advanced semis & AI Intel wants to cut up to XX% of its workforce over time the race to stay relevant just got a lot more urgent ⚙🔥"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945914083129332173) 2025-07-17 18:30:45 UTC XX followers, XX engagements


"$UPST is back in the spotlight and this time it's not just about AI hype 🤖 since May it's locked in a $1.2B loan deal with Fortress AND integrated into Walmarts OnePay for mass-market reach 🛒 yeah thats a fintech land grab in real time XX% of underwriting now fully AI-powered Q1 loan originations up XX% YoY HELOC originations up XX% revenue +67% EBITDA margin XX% stocks now trading above $XX and with big names like Vanguard adding positions"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942999697603354696) 2025-07-09 17:30:01 UTC XX followers, XXX engagements


"Jefferies VAR check just dropped some 🔐 bullish signals for cyber 👇 2Q demand = steady vs. 1Q but momentum accelerating into 2H 🏆 standouts: $CRWD & $PANW = top vendor momentum $VRNS $OKTA $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising ☁ Gen AI tailwinds building 🌬 most notable stat 📈 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2Hs strongest bid zones 🔥"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945959947705180513) 2025-07-17 21:33:00 UTC XX followers, XX engagements


"Evercore ISI is betting on a $CTSH comeback 👇 initiated with Outperform and a $XXX PT they see: -large deal wins stacking up -AI adoption picking up fast (20% of internal code now AI-generated) -end-market stability improving path to $XXXX EPS in the medium term driven by: ✅ mid-to-high single-digit organic growth ✅ margin expansion ✅ XXX% FCF returned or deployed in smart M&A with vertical depth + early AI traction $CTSH is looking like a sleeper re-rate candidate 😴📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945908204933992733) 2025-07-17 18:07:23 UTC XX followers, XX engagements


"📌 $UBER Q2 Preview via TD Cowen: 🧾 Gross Bookings: $46B (+15% y/y) 💰 EBITDA: $2.08B (+32.7%) above guidance midpoint 🛺 Mobility & Delivery remain strong 📉 Cost controls + 📈 ad revenue ramp aiding margins 🌍 AV sentiment improving (e.g. Baidu Apollo Go partnership) 🧭 Constructive long-term: geo expansion new products merchant-driven delivery growth"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945536399392039176) 2025-07-16 17:29:58 UTC XX followers, XXX engagements


"you'd think a revenue miss would rattle $DASH. but this storys still very much on the move 🚴♂💨 Q1 revs missed by X% sure but EPS beat by XX% and adjusted EBITDA soared XX% YoY to $590M oh and they swung from a $23M loss to $193M GAAP profit 👀 orders up XX% GOV up XX% DashPass subs at record highs and theyre going globalwith fresh bets on grocery robots and ads yes stock dipped on the Deliveroo + SevenRooms acquisition news but analysts are already projecting $23B revenue & $XXX EPS by 2029 short-term dip broken model $DASH is playing long game logistics ♟"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1943743459250385382) 2025-07-11 18:45:28 UTC XX followers, XX engagements


"🚨 $NFLX just slipped investors a subtle tell but is anyone watching before the next content wave hits 📉 Q2 revenue came in slightly below expectations at $11.08B while Q3 guidance was solid at +17% growth better than streets 14.8%. 📊 Margins were the soft spot: Q3 op margin guide at XX% (in line but not a beat). FY op margin nudged to XXXX% a shade under the FXN XX% bogey. 👥 The stickier issue Engagement. Viewing per member dipped with total engagement up just 1%. But Netflix insists that on a household basis normalized engagement has held steady for XXX years and sees a rebound in H2"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946256673917837563) 2025-07-18 17:12:05 UTC XX followers, XX engagements


"🚨 $AVGO Broadcom just dropped a networking nuke on $NVDA's turf. The Tomahawk Ultra switch chip is liveand it's not just faster. It's Ethernet reimagined for AI scale-ups. 💥 Built on TSMC 5nm 💥 XXXX Tbps throughput 💥 XXX ns latency 💥 7677 billion packets/sec 💥 Credit-based flow + lossless fabric 💥 Fully open Ethernet not proprietary like NVLink 📈 Can connect X more chips per cluster than Nvidias current switch fabric. 📦 XXX% pin-compatible with Tomahawk X = easy adoption. 🧠 This is a direct shot at $NVDAs NVLink + InfiniBand stackespecially as Ethernet wins more love from"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945556288420941877) 2025-07-16 18:49:00 UTC XX followers, XX engagements


"$BOTZ $IRBO: 20250613 Morgan Stanley: XX reasons why China is taking the lead in humanoid robots 🤖 China is outpacing global peers in robotics per MS thanks to: X Rare earth dominance leverage over global hardware chains X Decades of tech transfer from Western JVs X Ample state-backed capital + military-civil fusion X Demographic pressure driving automation urgency X Public enthusiasm and cultural embrace of robotics X Massive vocational training pipeline X Aggressive R&D tax incentives X Infrastructure-heavy investment environment X Strategic long-term planning vs. U.S. short-termism 🔟 AI"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1933570562200084870) 2025-06-13 17:02:00 UTC XX followers, XX engagements


"$MRVL may be down YTD but Wall Street whales are quietly loading up 🐋📊 Institutional ownership just hit XXXX% Thats serious conviction from the big money. 🔹 Smith Group boosted its stake by +40.6% 🔹 Penserra Capital added +56.7% 🔹 1026 institutions bought in over the past year nearly 2x the number of sellers 🔹 Giants like $FMR $Vanguard and $BlackRock are top holders Over $22B worth of $MRVL shares have been scooped up by funds in just XX months. Thats not retail noise thats institutional positioning for long-term AI upside 🧠📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1942657491265020371) 2025-07-08 18:50:13 UTC XX followers, XXX engagements


"$TWLO: Mizuho Staying Bullish Ahead of Q2 Rating: Outperform PT: $XXX Q2 likely to beat on revenue & op income Messaging price hikes = rev uplift through 2026 2026E rev growth: XX% (Street: 7.7%) Q2 guide raise expected to 8.59.5% Stronger execution + cost discipline = 2H upside"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945192389808693263) 2025-07-15 18:43:00 UTC XX followers, XX engagements


"🚨 Guggenheim just made a bold move ahead of $CTSH earnings are they seeing the turn before the crowd 📈 Upgraded to Buy with a $XX PT citing: Stronger execution Positive channel checks A durable turnaround under new leadership 🔍 For Q2: Revenue est. raised to $5.213B (+6.4% y/y cc) EPS forecast: $XXXX driven by margin gains and FX tailwinds Expectation: Full-year rev guide midpoint raised to +4.56.0% y/y cc with 2040bps in op margin expansion 💡 Whats the setup Trades at just 13.5x CY26 EPS Bookings accelerating AI-led cost leverage kicking in Sales productivity inflecting ✅ All signals"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946257920355905717) 2025-07-18 17:17:02 UTC XX followers, XX engagements


"🧠 $NVDA China AI Chip Update (Jul 18): H20 inventory: valued in billions covers XX% of China AI demand Rumored new SKUs for China: B20 Launch as early as 4Q B30 RTX 6000D Strategy: regional customization to comply with U.S. export rules while preserving share"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946272634523754572) 2025-07-18 18:15:30 UTC XX followers, XX engagements


"Under the hood: Q2 looks better than Q1. Spend trends are improving. Optimism is compounding. JMPs checks read like a pre-earnings love letter"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946263917707309455) 2025-07-18 17:40:52 UTC XX followers, XX engagements


"Whos set to surprise this earnings season in semis Citis calling the shots 👇 $INTC: Citi sees short squeeze potential🔥 EPS could beat thanks to better-than-feared PC demand + tighter opex/capex. $AMD: Likely trades higher into the print as AI momentum builds. $MU: Still soft. DRAM pricing + HBM oversupply = overhang. $MCHP: Top pickunder-owned Citi sees +38% upside to Street EPS for 2026. $ON: Caution. Buyside may be too bullish on SiC. Risk of disappointment. $TXN: Well-owned but enough Q3 EPS upside (10% vs consensus) to keep it moving. $QCOM: Widely held but Apple modem risk = Citi stays"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1946267380692459626) 2025-07-18 17:54:38 UTC XX followers, XX engagements


"who wins the robotaxi race its no longer a two-player game. 📍 $UBER just teamed up with Lucid + Nuro to deploy 20000 AVs built on Lucids Gravity SUV powered by Nuros sensor-rich AV tech run on Ubers rideshare rails first rollout 2025 in a major U.S. city 🚘 $TSLA s vision-only robotaxi just launched quietly in Austin but with underwhelming results a sharp contrast to years of Musk-fueled hype meanwhile 🤝 $UBER & $GOOGL s Waymo are expanding together in Austin & Atlanta 🛠 VW Buzz deal targets LA in 2026 🔄 AV arms race now features collaboration and competition bottom line $UBER isnt"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945917298969362584) 2025-07-17 18:43:32 UTC XX followers, XX engagements


"$TTD to join the S&P XXX Effective: before market open Friday July XX Replacing $ANSS which is being acquired by $SNPS $APP rallied on hopes of S&P inclusion Watch for index buying flows ahead of Friday"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945174576628998388) 2025-07-15 17:32:13 UTC XX followers, XX engagements


"is $XYZ still undervalued after the bounce Evercore ISI thinks so and just raised its PT to $XX 🔼 their take: -valuation still trades at 10x 2026 EV/EBITDA one of the cheapest in fintech -Cash App & Square are both showing better execution -growth gaps vs. peers are narrowing -profit margins are improving -and Chimes IPO it only makes Cash App look more attractive 😮💨 despite past stumbles ISI sees focus + fundamentals driving a re-rate $SQ may finally be stepping out of the penalty box 📈"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945907550697996330) 2025-07-17 18:04:47 UTC XX followers, XXX engagements


"🚨 $META just got dual Buy confirmationsBofA and Citi both staying bullish but for subtly different AI angles. 📊 BofA raises PT to $XXX (from $765): 2026 rev up to $217B EPS trimmed to $XXXXX on $6B AI R&D spend 🔋 CEO hints at multi-gigawatt data center buildsmassive AI infra bets coming Translation: margin pressure now dominance later 🧠 BofA says $META is the best-positioned large-cap internet play for AI-driven ad innovation. 25x 2026 EPS leaves room for multiple expansion as AI returns get priced in. 📱 Citi sticks to $XXX PT unfazed by the first-ever dip in Sponsored Reels ad load:"  
![@VcircleFuture Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1748036376808034304.png) [@VcircleFuture](/creator/x/VcircleFuture) on [X](/post/tweet/1945177359512166764) 2025-07-15 17:43:16 UTC XX followers, XX engagements