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

No recent news or social posts mention Kaushik. The provided tweets appear to be about stock market updates and upgrades for various companies, but none of them mention Kaushik. Therefore, there is no important current event to report about Kaushik.

### Engagements: XXXXX [#](/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 XXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- 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 XX no change
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XXXX%

### 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 +0.16%
- X Month XXXXXXX +1.10%
- X Months XXXXXXX +6.20%
- X Year XXXXXXX +13%

### 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 [#](/creator/twitter::28489821/influence)
---

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

**Social topic influence**
[$googl](/topic/$googl) #2760, [$ddog](/topic/$ddog) #14, [$orcl](/topic/$orcl) #62, [$nvda](/topic/$nvda) #1642, [$se](/topic/$se) #18, [gpu](/topic/gpu) #1016, [$crm](/topic/$crm) #54, [$duol](/topic/$duol) 0.26%, [$hsbc](/topic/$hsbc) 0.26%, [checks](/topic/checks) #395

**Top accounts mentioned or mentioned by**
[@sixsigmacapital](/creator/undefined) [@deitaone](/creator/undefined) [@buccocapital](/creator/undefined) [@jbulltard1](/creator/undefined) [@sergeycyw](/creator/undefined) [@zerohedge](/creator/undefined) [@macaronicapital](/creator/undefined) [@hoomansv](/creator/undefined) [@dividenddudex](/creator/undefined) [@maxthecomrade](/creator/undefined) [@firedupwealth](/creator/undefined) [@dalibali2](/creator/undefined) [@teshen8lin](/creator/undefined) [@grok](/creator/undefined) [@itsamekaaay](/creator/undefined) [@accrued_int](/creator/undefined) [@dj1p2](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@semodough](/creator/undefined) [@transfixio](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Datadog Inc (DDOG)](/topic/$ddog) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sea Limited (SE)](/topic/$se) [Cream (CRM)](/topic/$crm) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Klarna Group (KLAR)](/topic/$klar)
### Top Social Posts [#](/creator/twitter::28489821/posts)
---
Top posts by engagements in the last XX hours

"$SE BofA Upgrades to Buy PT $XXX - Strong momentum across businesses"  
[X Link](https://x.com/Wiseman_Cap/status/1978774115944141251) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T10:44Z 105.9K followers, 8334 engagements


"$GOOGL will head to $200"  
[X Link](https://x.com/Wiseman_Cap/status/1925186043508335100) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-05-21T13:44Z 105.9K followers, 203.9K engagements


"$GOOGL $XXX by end of 2026"  
[X Link](https://x.com/Wiseman_Cap/status/1953817376555667878) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-08-08T13:55Z 105.9K followers, 183K engagements


"$ORCL PT Raised to $XXX at Citi We project a FY26-30 EPS CAGR of 30%+ on back of continued opex efficiency and GPU gross margins scaling to 35-40% by FY29-30. We increase our TP to $XXX (based off 37x FY28 EPS of $11.51)"  
[X Link](https://x.com/Wiseman_Cap/status/1976582919973196251) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-10T09:37Z 105.9K followers, 15.4K engagements


"Wolfe on $CRM Analyst Day Are You Ready For The Next Episode As usual this was CRMs SuperBowl showcasing a very wide-ranging tapestry of apps data workflows and AI with an equally broad ecosystem from Foundation model providers to ISVs GSIs and many other 3-letter words. We walked away inspired by an A+ Analyst Day where Bookings and NNAOV acceleration gives CRM the confidence to guide for a DD Organic Growth CAGR (should happen in 12-18 months) to $60+B by FY30 (10% of a $628B TAM) & Rule of XX (high 30's margins by our math). BTW that number is ex-INFA which should also grow over that time"  
[X Link](https://x.com/Wiseman_Cap/status/1978773826512298125) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T10:43Z 105.9K followers, 6202 engagements


"$DUOL Citizens Reiterates Market Outperform as Social Engagement Improves PT $500"  
[X Link](https://x.com/Wiseman_Cap/status/1978776184210014340) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T10:53Z 105.9K followers, 8089 engagements


"$SE JPM OW PT $XXX SEs share price declined XX% (NASDAQ +0.7%) overnight on increased investor concerns about ecommerce margins and new market expansion by Shopee. At the more negative end of the spectrum some investors have raised concerns of margins flat-lining over 2026. Contrary to these expectations we believe SEs ecommerce profitability should improve (margins can fluctuate with seasonality though). In our view the recent step-change in the ecommerce industry monetization should allow Shopee to further enhance monetization recycle the revenues to support growth investments unlock ad"  
[X Link](https://x.com/Wiseman_Cap/status/1978777901798715502) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T10:59Z 105.9K followers, 15.6K engagements


"Snowflake and Palantir Announce Strategic Partnership for Enterprise-Ready AI & Analytics -"  
[X Link](https://x.com/Wiseman_Cap/status/1978778730458661073) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T11:03Z 105.9K followers, 15.6K engagements


"$GOOGL another ATH"  
[X Link](https://x.com/Wiseman_Cap/status/1978819542294942095) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T13:45Z 105.9K followers, 11.6K engagements


"$NVDA HSBC Upgrades to Buy PT $320"  
[X Link](https://x.com/Wiseman_Cap/status/1978409237672816867) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-15T10:34Z 105.9K followers, 2730 engagements


"$S SentinelOne to acquire Observo AI to Revolutionize SIEM and Security Operations for cash and stock deal"  
[X Link](https://x.com/Wiseman_Cap/status/1965037378420240436) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-09-08T12:59Z 105.9K followers, 12.2K engagements


"$DUOL Q2 EPS ($0.01) vs $XXXX reported last year Revenue for the quarter rose XX% to $58.8mn vs $40.01mn reported last year. Total bookings were $64.5mn an increase of XX% from the prior year quarter. GUIDANCE: Q3 2021 revenue $58.5-61.5mn FY2021 revenue $236-242mn"  
[X Link](https://x.com/Wiseman_Cap/status/1425567296093786112) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2021-08-11T21:18Z 105.9K followers, XX engagements


"$RBRK Barclays OW PT $120"  
[X Link](https://x.com/Wiseman_Cap/status/1971380342587302299) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-09-26T01:04Z 105.9K followers, 31.4K engagements


"$GOOGL PT Raised at BMO Capital to $XXX as 'AI Leadership Supports Upside' AI Leadership Supports Upside to Search and GCP Estimates; GOOGL's AI leadership continues to translate into strength in core Search and GCP per expert checks as GOOGL benefits from ongoing AI integrations and product launches driving incremental user value. We raise 3Q25E/4Q25E Gross Revenue 1.2%/1.5% respectively. We continue to monitor the Ad Tech Remedies trial outcomes as a key although we maintain our view that a structural break-up is unlikely. Reiterate Outperform and Top-Pick"  
[X Link](https://x.com/Wiseman_Cap/status/1976272087263416788) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-09T13:02Z 105.9K followers, 14.9K engagements


"SaaS is shitting as if there is no tomorrow"  
[X Link](https://x.com/Wiseman_Cap/status/1953839584921493710) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-08-08T15:23Z 105.9K followers, 26.4K engagements


"$DDOG announced it has reached 1000 integrations on its unified monitoring and security platform for cloud applications"  
[X Link](https://x.com/Wiseman_Cap/status/1975189942575009965) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-06T13:22Z 105.9K followers, 5906 engagements


"$NVDA PT raised to $XXX at Cantor Fitzgerald on AI infrastructure growth We continue to see $X in EPS as very doable into CY26 (cons $6.26) followed by $XX in CY27 (cons $7.36)"  
[X Link](https://x.com/Wiseman_Cap/status/1976243065863000539) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-09T11:07Z 105.9K followers, 14.4K engagements


"$DDOG PT Raised to $XXX at DA Davidson - we continue to view Datadog as a long-term high growth company and clear AI winner"  
[X Link](https://x.com/Wiseman_Cap/status/1974055695696998611) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-03T10:15Z 105.9K followers, 9474 engagements


"$DDOG BERNSTEIN - Strong H2 cloud consumption trends Over the last few weeks we watched Datadog (and broader cloud-linked consumption software) rally after a mid-summer pullback. In many ways we are not surprised as multiple signals suggest H2 might actually see nice acceleration in base revenue ex-AI. Add to that market sentiment that the worst case OpenAI churn scenario seems unlikely in the near term (consistent with our earlier calls) and there are reasons to turn optimistic"  
[X Link](https://x.com/Wiseman_Cap/status/1975900983411847544) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-08T12:27Z 105.9K followers, 11.8K engagements


"$NVDA HSBC Upgrades to Buy PT $XXX We upgrade NVIDIA to Buy on the back of increasing FY27e GPU total addressable market (TAM) relative to our previous expectations leading to an upward revision in our FY27e datacenter revenue to USD351bn which remains XX% above consensus forecast of USD258bn. Our revised FY27e (YE Jan) EPS of USD8.75 is now once again significantly above consensus EPS forecast of USD6.48 despite not including any revenue from chip exports to China in FY27e. Our bull-case scenario suggests potentially USD390bn in FY27e datacenter revenue or an implied FY27e EPS of USD9.68"  
[X Link](https://x.com/Wiseman_Cap/status/1978412473460928664) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-15T10:47Z 105.9K followers, 24.2K engagements


"$GOOGL Goldman Raises PT to $288"  
[X Link](https://x.com/Wiseman_Cap/status/1978447424453587037) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-15T13:06Z 105.9K followers, 19.4K engagements


"Goldman on $CRM - 'we believe CRM is much better positioned today' PT $385"  
[X Link](https://x.com/Wiseman_Cap/status/1978778334730272904) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T11:01Z 105.9K followers, 22.2K engagements


"$AFRM partners with Fanatics to offer payment plans for sports merchandise"  
[X Link](https://x.com/Wiseman_Cap/status/1978810430286881183) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T13:09Z 105.9K followers, 10.2K engagements


"Can we have a good flush before big tech ER"  
[X Link](https://x.com/Wiseman_Cap/status/1978888186240639286) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T18:18Z 105.9K followers, 13.1K engagements


"$DDOG $GTLB"  
[X Link](https://x.com/Wiseman_Cap/status/1978910622067621893) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T19:47Z 105.9K followers, 19.5K engagements


"$ORCL Sees $XXX Billion Revenue By Fiscal 2030 - Bloomberg - Oracle Projects Annual EPS Of $XX By Fiscal 2030 - Oracle Gives Outlook At Investor Event - Oracle RPO Now More Than $XXX Billion Finance Chief Says"  
[X Link](https://x.com/Wiseman_Cap/status/1978925885521559579) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T20:47Z 105.9K followers, 11.9K engagements


"$UNH PT Raised to $XXX at KeyBanc"  
[X Link](https://x.com/Wiseman_Cap/status/1975908718626893872) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-08T12:58Z 105.9K followers, 7970 engagements


"$KLAR partners with Google Cloud for AI-powered shopping experience"  
[X Link](https://x.com/Wiseman_Cap/status/1976269029892555133) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-09T12:50Z 105.9K followers, 5761 engagements


"$AMZN BMO Capital - 'AWS Growth Accelerates but Retail Clouded' PT $XXX AWS Growth Accelerates but Retail Clouded in the Back Half of 2025; 3Q25E checks continue to support 2H25E AWS growth acceleration although ramping competition and capacity constraints likely limit incremental upside. Retail sales remain strong but the trend is in the opposite direction of consumer confidence and we begin to question sustainability raising our 3Q25E Retail GMV modestly but remaining cautious into 4Q25E. Advertising continues to scale and we expect it will again outpace all segments in 2H25E but our"  
[X Link](https://x.com/Wiseman_Cap/status/1976272501241254070) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-09T13:04Z 105.9K followers, 19.8K engagements


"$UNH PT Raised to $XXX at JPMorgan"  
[X Link](https://x.com/Wiseman_Cap/status/1976273176620675417) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-09T13:06Z 105.9K followers, 139.1K engagements


"$GOOG PT Raised to $XXX at Scotiabank Alphabets latest quarter showed a clear recovery in its bread-and-butter advertising business. Some of the improvements were aided by easier comps but also genuine increases in advertiser spend. YouTubes turnaround has been notable; the push into Shorts initially posed a monetization challenge but Google revealed that ad monetization for Shorts is approaching parity with traditional YouTube videos on a per-hour basis in some markets. That indicates YouTube has found ways to effectively monetize the billions of Shorts views (AI driven marketing). For now"  
[X Link](https://x.com/Wiseman_Cap/status/1978780299254489159) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-16T11:09Z 105.9K followers, 15K engagements


"In all the market craziness yesterdays Oracle Analyst Day was the craziest. Insane numbers projected by $ORCL until 2030"  
[X Link](https://x.com/Wiseman_Cap/status/1979146380267454642) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-17T11:24Z 105.9K followers, 12.1K engagements


"Isnt these numbers crazy"  
[X Link](https://x.com/Wiseman_Cap/status/1979570761007559127) [@Wiseman_Cap](/creator/x/Wiseman_Cap) 2025-10-18T15:30Z 105.9K followers, 12.3K engagements