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# ![@Wiseman_Cap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28489821.png) @Wiseman_Cap Kaushik

Several tech companies, including Amazon ($AMZN), Microsoft ($MSFT), Alphabet ($GOOGL), and Meta ($META), reported strong quarterly earnings, with Amazon's AWS and Microsoft's Azure showing significant growth. Additionally, companies like Nvidia ($NVDA) and Google Cloud continue to make advancements in AI and cloud computing. Many analysts have raised their price targets for these companies, citing strong momentum and growth prospects.

### Engagements: XXXXXX [#](/creator/twitter::28489821/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +107%
- X Months XXXXXXXXXX +36%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::28489821/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +57%
- X Months XXXXX +73%
- X Year XXXXX -XX%

### Followers: XXXXXXX [#](/creator/twitter::28489821/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:followers.svg)

- X Week XXXXXXX +0.21%
- X Month XXXXXXX +0.96%
- X Months XXXXXXX +6.70%
- X Year XXXXXXX +12%

### CreatorRank: XXXXXXX [#](/creator/twitter::28489821/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28489821/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4061 [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [events](/list/events) 

**Social topic influence**
[ai](/topic/ai), [$gtlb](/topic/$gtlb) #11, [$iot](/topic/$iot) #8, [$rbrk](/topic/$rbrk) #22, [$amzn](/topic/$amzn) #18, [$nvda](/topic/$nvda) #2007, [$googl](/topic/$googl) #3009, [$snow](/topic/$snow) #16, [strong](/topic/strong), [$mndy](/topic/$mndy) #2

**Top accounts mentioned or mentioned by**
[@jbulltard1](/creator/undefined) [@pharmdca](/creator/undefined) [@svtechie](/creator/undefined) [@dixit1978](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@zastocks](/creator/undefined) [@anandragn](/creator/undefined) [@mukund](/creator/undefined) [@don7spy](/creator/undefined) [@ruthcapital](/creator/undefined) [@daveyjuice](/creator/undefined) [@deitaone](/creator/undefined) [@merovingianman](/creator/undefined) [@buccocapital](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@jetsandlucid](/creator/undefined) [@soumyazen](/creator/undefined) [@rebrandasy](/creator/undefined) [@sachinvats](/creator/undefined) [@crussian17](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Helium IOT (IOT)](/topic/$iot) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Snowflake, Inc. (SNOW)](/topic/$snow) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [Dash (DASH)](/topic/$dash) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Zscaler Inc (ZS)](/topic/$zs) [Netflix Inc (NFLX)](/topic/$nflx) [BILL THE BEAR (BILL)](/topic/$bill) [OneStream, Inc. Class A Common Stock (OS)](/topic/$os) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [NuCypher (NU)](/topic/$nu) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Synopsys, Inc. (SNPS)](/topic/$snps) [Advanced Micro Devices (AMD)](/topic/$amd) [Datadog Inc (DDOG)](/topic/$ddog) [Adobe, Inc. (ADBE)](/topic/$adbe) [Oklo Inc. (OKLO)](/topic/$oklo) [Okta Inc (OKTA)](/topic/$okta)
### Top Social Posts
Top posts by engagements in the last XX hours

"Every second guy on X now a GPU vs TPU expert. lol you guys never learn"  
[X Link](https://x.com/Wiseman_Cap/status/1994941505568739503)  2025-11-30T01:28Z 107.6K followers, 15.7K engagements


"$BILL gets taken out this time I hope. We have $OS $CFLT and then $GTLB"  
[X Link](https://x.com/Wiseman_Cap/status/1988441190996603210)  2025-11-12T02:58Z 107.5K followers, 11.1K engagements


"$DASH another one I like"  
[X Link](https://x.com/Wiseman_Cap/status/1994940161843761600)  2025-11-30T01:22Z 107.6K followers, 6515 engagements


"$FIG reported good numbers but sold off below IPO price and recovered. Like this name though"  
[X Link](https://x.com/Wiseman_Cap/status/1994989883736342749)  2025-11-30T04:40Z 107.5K followers, 10.1K engagements


"#Databricks seeks $5B at $134B valuation - The Information"  
[X Link](https://x.com/Wiseman_Cap/status/1995208260933304545)  2025-11-30T19:08Z 107.5K followers, 10.4K engagements


"MS on Fintech"  
[X Link](https://x.com/Wiseman_Cap/status/1995294146312175977)  2025-12-01T00:49Z 107.5K followers, 6288 engagements


"re:Invent: New agentic capabilities in AWS Transform enable rapid modernization of any code or application"  
[X Link](https://x.com/Wiseman_Cap/status/1995583776202915889)  2025-12-01T20:00Z 107.5K followers, 8053 engagements


"$DASH gave you opportunities"  
[X Link](https://x.com/Wiseman_Cap/status/1995903225183244402)  2025-12-02T17:09Z 107.5K followers, 6588 engagements


"$CRWD Q3 EPS $XXXX $XXXX Est Revenue $1.23B $1.21B EST GUIDANCE: FY2026 EPS $3.70-$3.72 $XXXX Est FY2026 revenue $4.8-4.81B $4.78B Est"  
[X Link](https://x.com/Wiseman_Cap/status/1995964585434906866)  2025-12-02T21:13Z 107.5K followers, 9286 engagements


"HSBC on AI Bubble The Core Argument HSBC is pushing back against the "AI bubble" narrative arguing that new data provides clear evidence that companies are getting a Return on Investment (ROI) from Artificial Intelligence. Debunking the Fear * Analyst Yuning Bai argues that investors have overreacted to a single "weak" data point from a July MIT NANDA report which claimed XX% of organizations were getting zero return on AI spending. * HSBC suggests this statistic had a "disproportional impact" on market sentiment and should be taken "with a pinch of salt." The New Evidence * HSBC highlights a"  
[X Link](https://x.com/Wiseman_Cap/status/1996224237510803724)  2025-12-03T14:25Z 107.5K followers, 7621 engagements


"$SNOW BOFA Snowflake reported strong 3Q results with product revenue of $1.16bn (29% y/y) $28mn above Street driven by broad-based consumption strength and momentum across enterprise customers with NRR holding steady at XXX% (500bps above industry avg). Topline outperformance supported margin expansion with operating margin of XXXX% coming in 110bps ahead of Street and increasing 140bps y/y suggesting increasing leverage in the business model. Management raised FY26 product revenue guidance by $51mn to $4.446bn notably exceeding the 3Q beat reflecting durable consumption trends seen through"  
[X Link](https://x.com/Wiseman_Cap/status/1996559716739363045)  2025-12-04T12:38Z 107.5K followers, 9902 engagements


"$MNDY Guggenheim Starts at Buy PT $XXX A leader in work management software with over 250K customers and 2.5M paying users MNDY has transitioned from a viral self-serve strategy to a more sales-led multi-product and upmarket approach. Newer products (CRM Dev Service) are about XX% of ARR today and grew XX% y/y in 3Q25 (vs. Work Management +22%) contributing to reaccelerating New ARR / NNARR. MNDY has also launched several AI features including vibe coding (60K apps built to-date) as the focus shifts to AI-enabled work execution and usage-based pricing. Despite being on a track to deliver 26%+"  
[X Link](https://x.com/Wiseman_Cap/status/1996572209561940231)  2025-12-04T13:28Z 107.5K followers, 4914 engagements


"$META We see a significant rally ahead for Meta shares and recommend investors add to positions after the X% move today in light of multiple press reports the company planned to cut up to XX% out of Metaverse spending and was asking managers to identify broader cuts across the company. Metaverse cuts of this magnitude could add $2/share to our 2026 EPS of $XXXXX with Reality Labs losses of $XXXX per share. One key question here: How much was already contemplated in the 2026 guide We suspect some of this is incremental but ultimately the plan to cut back in an area perceived as a black hole"  
[X Link](https://x.com/Wiseman_Cap/status/1996641757942239521)  2025-12-04T18:04Z 107.6K followers, 23.5K engagements


"$NU investing $2.5b in Mexico in 2026 - Country Head Herrera"  
[X Link](https://x.com/Wiseman_Cap/status/1996661031633084920)  2025-12-04T19:21Z 107.5K followers, 6836 engagements


"$AFRM Freedom Capital Markets Starts at Buy PT $XX Affirm is considered the category leader in Buy Now Pay Later (BNPL) payment options to consumers in the U.S. with international expansion on the horizon. BNPL as a payment option has seen exponential growth over the past decade with its share of eCommerce increasing from X% (2020) to X% (2024). Affirm has been a tremendous share gainer in the U.S. which has translated into a GAAP profitable business (L3Qs) and a +mid-20s grower delivering high-20s adj. op. inc. margins which are poised for meaningful expansion. We see several catalysts on"  
[X Link](https://x.com/Wiseman_Cap/status/1996705609232928933)  2025-12-04T22:18Z 107.5K followers, 5351 engagements


"$ORCL Deutsche Bank With shares currently trading at 27x consensus CY26 EPS (which is burdened by upfront costs in scaling the AI business) there appears to be limited appetite to underwrite much more than what can be demonstrated in the here and now. While we appreciate the financial and operational risks our view is that these are much more than offset by the very real opportunity as OpenAI backlog represents solid ROI business continues to advance as planned and validates Oracle's leadership in deploying AI cloud infrastructure at scale. This exercise intends to help frame the risk/reward"  
[X Link](https://x.com/Wiseman_Cap/status/1995532524219760937)  2025-12-01T16:36Z 107.6K followers, 12.2K engagements


"All laggards pumping after $CFLT news $MNDY $GTLB"  
[X Link](https://x.com/Wiseman_Cap/status/1998040049825513805)  2025-12-08T14:40Z 107.6K followers, 10.8K engagements


"Mizuho on $ORCL Oracle shares have come under meaningful pressure in recent weeks declining XX% from their recent peak on Sept 10th (vs. IGV down 2%). The pullback largely reflects investor concerns around Oracle's CapEx need for its data center buildout and ability to finance it. However given demand for high-density AI capacity continues to outstrip supply and GPU deployments at Oracle are monetized within weeks we expect the company to leverage increasingly common financing structures (primarily vendor financing and capital leases) that we have seen across the AI landscape to materially"  
[X Link](https://x.com/Wiseman_Cap/status/1998014566203326720)  2025-12-08T12:59Z 107.6K followers, 41.6K engagements


"HSBC on $AVGO Buy PT $XXX ASIC momentum improving further but not fully priced in: In our XX November note we argued that the street was undervaluing the ASIC opportunity and we remain much more bullish given continuous CoWoS capacity expansion amid the TPU momentum from Alphabet. Alphabet launched its Gemini X model on XX November which has been completely trained using TPU (compared to its models traditionally being trained using GPUs and TPUs being used for internal workloads only). This has boosted market sentiment as TPU is now being viewed as an alternative to GPUs. This has led to a"  
[X Link](https://x.com/Wiseman_Cap/status/1998044885342187973)  2025-12-08T14:59Z 107.6K followers, 17.4K engagements


"$IOT: 'Own Into the Print Given Setup & Inputs Piper Samsara's data points correlate to $415M in revenue / X% upside and mid-teens NNARR growth. We expect this would be a positive for the stock which will be helped by FQ4 guide being very slightly raised and make the likely FY27 'de-risked' guide (+21% Y/Y) appear conservative. Despite skepticism here we would be owners into this print as Samsara durability shows through"  
[X Link](https://x.com/Wiseman_Cap/status/1989323761175384471)  2025-11-14T13:25Z 107.6K followers, 5258 engagements


"$NVDA PT Raised to $XXX at Melius Here's what we think matters most: 1) The world's largest company is reaccelerating off of huge figure into FY27 (multiple expansionlike words there). 2) The disclosure of $500B+ in Blackwell/Rubin orders through CY26end means that there is $350B of Data Center revenue visibility right now over the next X quarters (street was at just $335B). These orders are really much higher since new Sovereign and Anthropic orders are incremental to the figure. 3) CEO Jensen Huang reiterated a Data Center Capex that grows to $3$4T by the end of the decade (backing our $2T"  
[X Link](https://x.com/Wiseman_Cap/status/1991338628396777671)  2025-11-20T02:51Z 107.6K followers, 34.4K engagements


"$ZS Top-Line Growth Shows Impressive Execution - Cantor Fitzgerald Reiterates OW PT $XXX Zscaler outperformed F1Q26 FactSet consensus estimates on revenue billings EPS and free cash flow. The firm raised its full-year FY26 guidance across the board while 2Q26 guidance came in roughly in-line. Red Canary is tracking ahead of management's expectations suggesting its initial expected FY26 ARR contribution of $90M could come in higher. Management also noted 1Q26 organic ARR growth consistent with 4Q levels at 22%. We remain bullish on Red Canarys data security synergies and the firm's AI security"  
[X Link](https://x.com/Wiseman_Cap/status/1993662583904362612)  2025-11-26T12:46Z 107.6K followers, 9163 engagements


"Is $MNDY dead"  
[X Link](https://x.com/Wiseman_Cap/status/1994934505766097065)  2025-11-30T01:00Z 107.6K followers, 13.1K engagements


"$RBRK ER on Dec 4th. Expecting a good beat/raise"  
[X Link](https://x.com/Wiseman_Cap/status/1994951145396343234)  2025-11-30T02:06Z 107.6K followers, 12.5K engagements


"$IOT reports on 12/04"  
[X Link](https://x.com/Wiseman_Cap/status/1995266138167795985)  2025-11-30T22:58Z 107.6K followers, 5633 engagements


"Bernstein on $MSFT - Buy PT $645"  
[X Link](https://x.com/Wiseman_Cap/status/1995271179427541175)  2025-11-30T23:18Z 107.6K followers, 9030 engagements


"$GOOGL $AMZN Expanding Google Clouds Cross-Cloud Network with a groundbreaking AWS collaboration"  
[X Link](https://x.com/Wiseman_Cap/status/1995333736767041849)  2025-12-01T03:26Z 107.6K followers, 24.4K engagements


"CrowdStrike unveils real-time cloud detection technology at AWS re:Invent CrowdStrike launches pay-as-you-go pricing for AWS security products CrowdStrike Operationalizes and Secures Agentic AI Workloads on AWS"  
[X Link](https://x.com/Wiseman_Cap/status/1995481253458456744)  2025-12-01T13:12Z 107.6K followers, 6821 engagements


"NVIDIA invests $X billion in Synopsys partnership for AI engineering at $XXXXXX per share $SNPS"  
[X Link](https://x.com/Wiseman_Cap/status/1995481655956656455)  2025-12-01T13:14Z 107.6K followers, 8815 engagements


"$AMZN PT Raised to $XXX at Oppenheimer Our analysis of AWS capacity commentary suggests significant upside through 2027. AWS planning to double capacity through 2027 after having doubled since 2022 with "at least" 1GW added in 4Q. Our analysis suggests $3B historical revenue per incremental GW. Applying this to the forward GW forecast with pricing discounts suggests 14%/22% upside to Street 2026/2027 AWS revenue including X% upside in 4Q. Separately with AWS re:Invent kicking off 12/1 we could see additional announcements albeit these have been less impactful in recent years. On retail Adobe"  
[X Link](https://x.com/Wiseman_Cap/status/1995484471362285855)  2025-12-01T13:25Z 107.6K followers, 12.3K engagements


"$GOOGL Guggenheim Our view into 2026 is largely consistent with our outlooks in 2024 and 2025: the most scaled companies in our coverage are best positioned to drive outsized growth and investor returns. We expect Alphabet to outperform consensus estimates and see additional relative multiple expansion on further investor confidence that artificial intelligence-driven changes in the business advertising and consumer marketplaces are expansion opportunities. Our increased confidence stems from three key developments: (1) exceptional cloud backlog growth supported by surging enterprise AI"  
[X Link](https://x.com/Wiseman_Cap/status/1995485067150590371)  2025-12-01T13:28Z 107.6K followers, 18.5K engagements


"$AMD Best Ideas 2026: Helios To Ignite AMD's AI Business' PT $XXX Cowen"  
[X Link](https://x.com/Wiseman_Cap/status/1995874267700101422)  2025-12-02T15:14Z 107.6K followers, 5586 engagements


"$DDOG launches Bits AI SRE agent for incident response"  
[X Link](https://x.com/Wiseman_Cap/status/1995903689794703397)  2025-12-02T17:11Z 107.6K followers, 4434 engagements


"CrowdStrike Delivers Beat-And-Raise Q3: 'One Of Our Best Quarters In Company History' - CEO"  
[X Link](https://x.com/Wiseman_Cap/status/1995973018552762461)  2025-12-02T21:47Z 107.6K followers, 5719 engagements


"$TTAN beat/raise"  
[X Link](https://x.com/Wiseman_Cap/status/1996695741088379037)  2025-12-04T21:38Z 107.6K followers, 4461 engagements


"$IOT: 'Solid Beat and Raise' 'Remains Top SMID-Cap Idea into 2026' PR $XX at Evercore ISI"  
[X Link](https://x.com/Wiseman_Cap/status/1996909646712598685)  2025-12-05T11:48Z 107.6K followers, XXX engagements


"$NFLX Evercore ISI analyst Mark Mahaney We are reiterating our Outperform and PT of $XXX in light of positive results from our 12th annual France & Germany surveys. We acknowledge that NFLX shares have been largely reactive to recent developments re: potential strategic outcomes. But we believe Netflixs long-term fundamental outlook is increasingly strengthening thanks to its highly compelling value proposition its excellent execution track record and its improved global competitive positioning. Specifically per our survey results we continue to see a) positive core metric trends (Penetration"  
[X Link](https://x.com/Wiseman_Cap/status/1996910657074352434)  2025-12-05T11:52Z 107.6K followers, 9432 engagements


"$GOOGL Reports indicate GOOGL could start selling TPUs into external data centers. In a world where NVDA is selling 8mn annual chips could TPUs carve out 500k-1mn sales per year Maybe. Every 500k would add XX% to '27 GOOGL Cloud rev X% to '27 EPS and drive multiple. $META What Does This Mean for META Potential Way for More Cost Efficient Compute: We have seen META has looked to manage its capex/opex growth as it invests to build a state of the art LLM and improve its core offerings. We view TPUs strong performance per dollar as a key catalyst in META's potential decision to run workloads on"  
[X Link](https://x.com/Wiseman_Cap/status/1993547169698398232)  2025-11-26T05:07Z 107.6K followers, 232.9K engagements


"$ADBE does this look like a company that is going to zero"  
[X Link](https://x.com/Wiseman_Cap/status/1995239770646351926)  2025-11-30T21:13Z 107.6K followers, 15.1K engagements


"$GTLB where is the bottom"  
[X Link](https://x.com/Wiseman_Cap/status/1996233301384966194)  2025-12-03T15:01Z 107.6K followers, 13K engagements


"Added $GTLB"  
[X Link](https://x.com/Wiseman_Cap/status/1996642413377630583)  2025-12-04T18:07Z 107.6K followers, 11.9K engagements


"$OKLO sets up $XXX billion at-the-market equity offering program Only thing this shitco does is raise money"  
[X Link](https://x.com/Wiseman_Cap/status/1996708162922336532)  2025-12-04T22:28Z 107.6K followers, 6667 engagements


"$AMZN to $XXX next"  
[X Link](https://x.com/Wiseman_Cap/status/1980336888293781604)  2025-10-20T18:14Z 107.6K followers, 136.4K engagements


"$ZS sold off after last ER. Where would you add"  
[X Link](https://x.com/Wiseman_Cap/status/1994936200109686926)  2025-11-30T01:07Z 107.6K followers, 14K engagements


"$GTLB ER coming Tuesday. Will they beat/raise"  
[X Link](https://x.com/Wiseman_Cap/status/1995159453734441070)  2025-11-30T15:54Z 107.6K followers, 5939 engagements


"$OKTA reports on Tuesday"  
[X Link](https://x.com/Wiseman_Cap/status/1995262504201851231)  2025-11-30T22:43Z 107.6K followers, 6586 engagements


"$CRWD Continued Re-Acceleration in Business - Truist Continued Re-Acceleration in Business; CRWD reported solid results above the high-end of guidance for all metrics driven by strong platform demand Falcon Flex and large deals. Management raised FY26 guidance and indicated 2H26 NNARR should grow XX% YoY and expects net new ARR growth for FY27 of at least XX% YoY. Falcon Flex continues to trend ahead of expectations with XXX Flex customers already "re-flexing" more than 3x YoY resulting in larger deals and vendor consolidation with CRWD. We expect Flex and emerging products to drive"  
[X Link](https://x.com/Wiseman_Cap/status/1996221660597555433)  2025-12-03T14:15Z 107.6K followers, 7272 engagements


"$GTLB: 'Lack of Upside Weighs on Shares But Agentic AI Opportunity Nears' Buy PT $XX at Piper"  
[X Link](https://x.com/Wiseman_Cap/status/1996274396974215619)  2025-12-03T17:44Z 107.6K followers, 6991 engagements


"$IOT Q3 EPS $XXXX $XXXX Est Revenue $416M $399.25M Est GUIDANCE: FY2026 EPS $0.50-$0.51 $XXXX Est FY2026 revenue $1.595-1.597M $1.58M Est"  
[X Link](https://x.com/Wiseman_Cap/status/1996696328794243539)  2025-12-04T21:41Z 107.6K followers, 6574 engagements


"$SOFI prices $XXX billion public offering at $XXXXX per share"  
[X Link](https://x.com/Wiseman_Cap/status/1996770762649489492)  2025-12-05T02:37Z 107.6K followers, 26.5K engagements


"$RBRK PT Raised to $XXX at Baird"  
[X Link](https://x.com/Wiseman_Cap/status/1996916603662094339)  2025-12-05T12:16Z 107.6K followers, 6255 engagements


"New York Times Sues Perplexity AI For Copyright Infringement LOL"  
[X Link](https://x.com/Wiseman_Cap/status/1996934663470981279)  2025-12-05T13:28Z 107.6K followers, 4942 engagements


"$AMZN $GOOGL $XXX next"  
[X Link](https://x.com/Wiseman_Cap/status/1984004387459756264)  2025-10-30T21:08Z 107.6K followers, 92.1K engagements


"$RBLX not a bad place to add"  
[X Link](https://x.com/Wiseman_Cap/status/1994937307854770203)  2025-11-30T01:11Z 107.6K followers, 26.1K engagements


"$ORCL RPO looks crazy and can they pull it off Upcoming ER will provide more clarity"  
[X Link](https://x.com/Wiseman_Cap/status/1994957238696644821)  2025-11-30T02:30Z 107.6K followers, 18.2K engagements


"$SNOW we know they are going to beat based on a company executive who was dumb in revealing numbers on insta"  
[X Link](https://x.com/Wiseman_Cap/status/1994959446775402778)  2025-11-30T02:39Z 107.6K followers, 30.1K engagements


"$META gave you opportunities"  
[X Link](https://x.com/Wiseman_Cap/status/1994967605724286999)  2025-11-30T03:11Z 107.6K followers, 21.5K engagements


"$NVDA where do you plan to add if it continues to be weak"  
[X Link](https://x.com/Wiseman_Cap/status/1994970086340477269)  2025-11-30T03:21Z 107.6K followers, 15.8K engagements


"$CRDO expecting a massive print based on their guidance next week"  
[X Link](https://x.com/Wiseman_Cap/status/1994977702051524883)  2025-11-30T03:52Z 107.6K followers, 12.9K engagements


"$MELI is a buy for long term"  
[X Link](https://x.com/Wiseman_Cap/status/1994980428273651865)  2025-11-30T04:02Z 107.6K followers, 15.3K engagements


"Wells Fargo ER preview $MDB $SNOW"  
[X Link](https://x.com/Wiseman_Cap/status/1995314171504951719)  2025-12-01T02:09Z 107.6K followers, 11K engagements


"Seaport Global on $NVDA PT $XXX We see Nvidia facing growing competitive pressure. To address this the company has been leaning on a variety of sales mechanisms to adapt. These measures are not fully reflected in financials but they are already material and look likely to grow significantly next year. We remain negative on Nvidia as signs of competition increase: Nvidia has $XX billion of cloud compute service agreements. The company maintains that these will be used for R&D and its DGX offering. We see these as a form of rebate which if recognized would take 400bps off gross margins next"  
[X Link](https://x.com/Wiseman_Cap/status/1995484001122029978)  2025-12-01T13:23Z 107.6K followers, 11.5K engagements


"$BROS Moving From Strength To Strength; Best Ideas 2026 PT $XX at Cowen"  
[X Link](https://x.com/Wiseman_Cap/status/1995490144594640996)  2025-12-01T13:48Z 107.6K followers, 5135 engagements


"And $NVDA goes green"  
[X Link](https://x.com/Wiseman_Cap/status/1995504470319661372)  2025-12-01T14:45Z 107.6K followers, 5701 engagements


"Mizuho on $CRDO ER after hours"  
[X Link](https://x.com/Wiseman_Cap/status/1995589452459376754)  2025-12-01T20:22Z 107.6K followers, 11.3K engagements


"$CRDO beat/raise"  
[X Link](https://x.com/Wiseman_Cap/status/1995601378740502715)  2025-12-01T21:10Z 107.6K followers, 6936 engagements


"$NVDA UBS CONFERENCE UPDATE - Speaking at three day conference with UBS over Global technology and AI 12/1-12/4. - Regarding AI bubble: "not what we see. What we see is 2-3 major transitions happening in markets." - Datacenter Infrastructure could reach $3-$4 trillion by 2030. - "as they grow they will need to add more and more accelerated computing into work" regarding data centers and their build out to handle growth in compute. "Everybody is on our platform" - Regarding if concerned lead positioning in industry is shrinking due to competition "not at all". - most of the installed base"  
[X Link](https://x.com/Wiseman_Cap/status/1995878110051664017)  2025-12-02T15:29Z 107.6K followers, 16.9K engagements


"$META We see a significant rally ahead for Meta shares Mizuho OP PT $XXX Bull Case $1245 🚀"  
[X Link](https://x.com/Wiseman_Cap/status/1996638993807733237)  2025-12-04T17:53Z 107.6K followers, 33.2K engagements


"So $ORCL was dead last week Now you guys are bidding up with no CDS fear. No complaints 😀"  
[X Link](https://x.com/Wiseman_Cap/status/1996737152525521261)  2025-12-05T00:23Z 107.6K followers, 13.3K engagements


"$RBRK ER with my fav nano banana"  
[X Link](https://x.com/Wiseman_Cap/status/1996793266025779438)  2025-12-05T04:06Z 107.6K followers, 7901 engagements


"$RBRK PT Raised to $XXX at Rosenblatt Rubrik reported a solid quarter in Q3 (ending October 31st) beating the high end of all metrics with top-line growth of XX% (vs XX% in Q2) X% above our revenue estimates driven by strong Cyber Resilience platform subscription revenue growth of XX% Y/Y aided by non-recurring material rights revenue and maintenance conversions. Total subscription ARR of $1347m was up a healthy XX% Y/Y (was XX% in Q2) despite the challenging macro and was X% ahead of our forecast (net new subscription ARR was $94.6m in Q3). We believe the Company is seeing uninterrupted"  
[X Link](https://x.com/Wiseman_Cap/status/1996905956043858039)  2025-12-05T11:34Z 107.6K followers, 8436 engagements


"$GOOGL PT Raised to $XXX at Pivotal Research We expect Googles 5-year (26-30) revenue CAGR to be XX% (even assuming slowing search) 14+% EBITDA growth and XX% free cash flow per share growth"  
[X Link](https://x.com/Wiseman_Cap/status/1996908737056116804)  2025-12-05T11:45Z 107.6K followers, 76.3K engagements


"$IOT: 'Solid Beat and Raise' 'Remains Top SMID-Cap Idea into 2026' PT $XX at Evercore ISI"  
[X Link](https://x.com/Wiseman_Cap/status/1996909703750906322)  2025-12-05T11:49Z 107.6K followers, 4281 engagements


"$TTAN PT Lowered to $XXX at Piper Sandler XX% Q3 Growth Driven by Continued Commercial + Pro Momentum; TTAN posted another quarter of healthy XX% y/y revenue growth on an $11M beat to the midpoint guide driven by continued commercial and Pro product growth and usage revenue upside from strong GTV results and greater-than-expected fintech attach. We see upside to conservative Q4 growth guidance that implies further deceleration to XX% y/y in Q4 based on a robust demand environment (including increased appetite to adopt AI by the trades) and encouraging process across key growth vectors (e.g."  
[X Link](https://x.com/Wiseman_Cap/status/1996922345127121195)  2025-12-05T12:39Z 107.6K followers, 4745 engagements


"$AMZN COWEN 🔥🔥 We expect AWS to Benefit From Continued Top Line Acceleration Helped by Broader AI Trend: We project AWS will reach $128.1BN in rev in '25 up XXXX% y/y and accelerating to +22.9% in '26 and +23.9% in '27. We estimate AWS will reach $348.5BN in '30 (a XX% CAGR '25-'30). Meanwhile we forecast AWS Op Income will rise to $45.9BN in '25 and $117.8BN in '30 a XX% CAGR over the 5-year period"  
[X Link](https://x.com/Wiseman_Cap/status/1996939982813254034)  2025-12-05T13:49Z 107.6K followers, 42.6K engagements


"$TTAN PT Raised to $160; TD Cowen: 'We Would Be Adding to Positions'"  
[X Link](https://x.com/Wiseman_Cap/status/1996946192073367628)  2025-12-05T14:14Z 107.6K followers, 4458 engagements


"$RBRK ripping"  
[X Link](https://x.com/Wiseman_Cap/status/1996947890074234919)  2025-12-05T14:20Z 107.6K followers, 12.2K engagements


"SpaceX in talks for share sale at $XXX billion valuation - WSJ"  
[X Link](https://x.com/Wiseman_Cap/status/1997016516576137387)  2025-12-05T18:53Z 107.6K followers, 22.6K engagements


"$CVNA From 2022 Bankruptcy Risk and Concerns to SP500 inclusion now. Amazing"  
[X Link](https://x.com/Wiseman_Cap/status/1997077100512309361)  2025-12-05T22:54Z 107.6K followers, 6903 engagements


"If you dont follow him yet you have to follow this smarty pant @R_and_Invest"  
[X Link](https://x.com/Wiseman_Cap/status/1997099563308798422)  2025-12-06T00:23Z 107.6K followers, 9828 engagements


"How $FROG has rerated higher after couple of quarters of good execution. Will $MNDY $GTLB ever accelerate"  
[X Link](https://x.com/Wiseman_Cap/status/1997408700110364892)  2025-12-06T20:51Z 107.6K followers, 12.5K engagements


"$CFLT $IBM DEAL"  
[X Link](https://x.com/Wiseman_Cap/status/1997870721100615892)  2025-12-08T03:27Z 107.6K followers, 20.2K engagements


"UBS on $NFLX Buy PT $XXX Here is a summary of the presentation by Netflix Co-CEOs Greg Peters and Ted Sarandos at the UBS Global Media and Communications Conference. Despite a competing offer for Warner Bros. Discovery (WBD) from PSKY Netflix management remains confident in finalizing its own acquisition of WBD. They outlined a strategy centered on preserving WBD's prestige brands leveraging AI and advertising for growth and navigating regulatory hurdles by highlighting market competition. Key Strategic Highlights X. The Warner Bros. Acquisition Strategy * Operational Plan: Netflix intends to"  
[X Link](https://x.com/Wiseman_Cap/status/1998384105407623395)  2025-12-09T13:27Z 107.6K followers, 15.5K engagements


"$BRZE beat/raise"  
[X Link](https://x.com/Wiseman_Cap/status/1998500214894891098)  2025-12-09T21:09Z 107.6K followers, 5867 engagements


"$AMZN Guggenheim Starts at Buy PT $300"  
[X Link](https://x.com/Wiseman_Cap/status/1998500606680641619)  2025-12-09T21:10Z 107.6K followers, 8746 engagements