# ![@doug53354873853 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1931168793054859264.png) @doug53354873853 doug

doug posts on X about $now, ai, $hubs, $hims the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1931168793054859264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931168793054859264/c:line/m:interactions.svg)

- [--] Week [-----] -30%
- [--] Month [------] +720%

### Mentions: [--] [#](/creator/twitter::1931168793054859264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931168793054859264/c:line/m:posts_active.svg)

- [--] Month [--] -50%

### Followers: [-------] [#](/creator/twitter::1931168793054859264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931168793054859264/c:line/m:followers.svg)

- [--] Week [--] -2.60%
- [--] Month [--] +35%

### CreatorRank: [---------] [#](/creator/twitter::1931168793054859264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931168793054859264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [celebrities](/list/celebrities) 

**Social topic influence**
[$now](/topic/$now), [ai](/topic/ai), [$hubs](/topic/$hubs) #18, [$hims](/topic/$hims), [servicenow](/topic/servicenow), [$team](/topic/$team) #52, [vibe coding](/topic/vibe-coding), [$duol](/topic/$duol), [$crm](/topic/$crm), [$fisv](/topic/$fisv)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@logoinvestor](/creator/undefined) [@aadhicash](/creator/undefined) [@ripster47](/creator/undefined) [@billackman](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@prollyballistic](/creator/undefined) [@saragonzalestx](/creator/undefined) [@ullaspc](/creator/undefined) [@crrja5](/creator/undefined) [@alc2022](/creator/undefined) [@justasiam185](/creator/undefined) [@mukund](/creator/undefined) [@positiveinvst](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@ashcrypto](/creator/undefined) [@deebosa](/creator/undefined) [@billrmcdermott](/creator/undefined) [@stocktalkweekly](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Salesforce Inc (CRM)](/topic/$crm) [Fiserv Inc (FISV)](/topic/$fisv) [Adobe, Inc. (ADBE)](/topic/$adbe) [GitLab Inc. (GTLB)](/topic/$gtlb) [Advanced Micro Devices (AMD)](/topic/$amd) [Micron Technology, Inc. (MU)](/topic/$mu) [Novo-Nordisk (NVO)](/topic/$nvo) [Pinterest, Inc. (PINS)](/topic/$pins) [Strategy (MSTR)](/topic/$mstr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Figma, Inc. (FIG)](/topic/$fig) [Eli Lilly and Company (LLY)](/topic/$lly) [monday.com Ltd. (MNDY)](/topic/$mndy) [Oracle Corporation (ORCL)](/topic/$orcl) [Intuit Inc. (INTU)](/topic/$intu) [Workday Inc (WDAY)](/topic/$wday) [Datadog Inc (DDOG)](/topic/$ddog) [Progress Software Corp (DE) (PRGS)](/topic/$prgs) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [FIVE9, INC. (FIVN)](/topic/$fivn) [Twilio, Inc. (TWLO)](/topic/$twlo) [SeaPad (SPT)](/topic/$spt) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Okta Inc (OKTA)](/topic/$okta) [Dynatrace, Inc. (DT)](/topic/$dt) [Docusign Inc (DOCU)](/topic/$docu) [UiPath, Inc. (PATH)](/topic/$path) [ZetaChain (ZETA)](/topic/$zeta) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Fiserv, Inc. (FI)](/topic/$fi) [FAME AI (FMC)](/topic/$fmc) [RAI Finance (SOFI)](/topic/$sofi) [UnitedHealth Group (UNH)](/topic/$unh) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$deck $75 is the bottom. Hold tight"  
[X Link](https://x.com/doug53354873853/status/1981475050130985083)  2025-10-23T21:37Z [--] followers, [---] engagements


"$FI $10 Billion EBITDA trading at [--] PE. Such an insane correction. Once in a lifetime chance to load up. Near term long term play"  
[X Link](https://x.com/doug53354873853/status/1984033289376821411)  2025-10-30T23:02Z [--] followers, [----] engagements


"$fmc can this be a takeover target for bigag when it's down 80% with superior pipeline It's possible"  
[X Link](https://x.com/doug53354873853/status/1986876627033162001)  2025-11-07T19:21Z [--] followers, [---] engagements


"@Kawcak20 Would you sell $SOFI and buy $FISV"  
[X Link](https://x.com/doug53354873853/status/1989032670324543958)  2025-11-13T18:08Z [--] followers, [---] engagements


"$fisv is it time for a big bank or big investor to take a big stake in this well established fintech It screams so"  
[X Link](https://x.com/doug53354873853/status/1989352253208379676)  2025-11-14T15:18Z [--] followers, [---] engagements


"The most oversold RSI stock of this year $FISV"  
[X Link](https://x.com/doug53354873853/status/1990509713939968424)  2025-11-17T19:57Z [--] followers, [---] engagements


"$fisv at what point do we hear a big investor stake"  
[X Link](https://x.com/doug53354873853/status/1991683296565293485)  2025-11-21T01:41Z [--] followers, [---] engagements


"Is there any stock right now that is undervalued than $FISV"  
[X Link](https://x.com/doug53354873853/status/1992968227144483302)  2025-11-24T14:47Z [--] followers, [---] engagements


"$HIMS short interest is 36% of float. Company keeps executing and fundamentals are solid. If it goes over $60 theres a real chance short covering will take it to $100+"  
[X Link](https://x.com/doug53354873853/status/1996690213079257389)  2025-12-04T21:16Z [--] followers, [--] engagements


"$hims feels like bottom in today as no more sellers left"  
[X Link](https://x.com/doug53354873853/status/2006091907957420332)  2025-12-30T19:55Z [--] followers, [---] engagements


"$HIMS bounce started after holding the support at $32"  
[X Link](https://x.com/doug53354873853/status/2007171538563543324)  2026-01-02T19:26Z [--] followers, [---] engagements


"$SLV revisit $60s this week"  
[X Link](https://x.com/doug53354873853/status/2008715305741414495)  2026-01-07T01:40Z [--] followers, [---] engagements


"@damendrizzi $duol is a take over target for many big companies"  
[X Link](https://x.com/doug53354873853/status/2009029015772745798)  2026-01-07T22:26Z [--] followers, [--] engagements


"Thanks to those short term traders for giving another gift on $DUOL. Bought more.💪"  
[X Link](https://x.com/doug53354873853/status/2009290608909693426)  2026-01-08T15:46Z [--] followers, [---] engagements


"@rJayAnastasi @thestockwhale This is such a BS. Ask anyone in enterprise IT they are not shutting down $NOW ever. AI agents cant magically do everything SaaS does. AI agents cant magically create"  
[X Link](https://x.com/doug53354873853/status/2009659422646370473)  2026-01-09T16:11Z [--] followers, [---] engagements


"If AI is not monetized in software $NOW $CRM $ADBE then all AI investments so far on infrastructure are simply WRONG. And i don't believe it is TRUE because many smart people made the big bet"  
[X Link](https://x.com/doug53354873853/status/2009713279963177401)  2026-01-09T19:45Z [--] followers, [---] engagements


"$now if you cant get up from here something really wrong with the market that it cant figure out what servicenow does"  
[X Link](https://x.com/doug53354873853/status/2009729608673866095)  2026-01-09T20:50Z [--] followers, [--] engagements


"@BillAckman @realDonaldTrump @SecScottBessent @pulte Way go to Bill. Lets make the mortgages even more complicated. What we need is bank lower the spread between fed funds rate and prime rate. Thats where the ripoff is"  
[X Link](https://x.com/doug53354873853/status/2010309562231111913)  2026-01-11T11:15Z [--] followers, [--] engagements


"@jimcramer Find out whats going on with $unh"  
[X Link](https://x.com/doug53354873853/status/2011030889640476864)  2026-01-13T11:01Z [--] followers, [---] engagements


"If software is going down where the hell AI investments are going $NOW $ADBE"  
[X Link](https://x.com/doug53354873853/status/2011093062576230785)  2026-01-13T15:08Z [--] followers, [---] engagements


"$NOW touched the [--] week low on really no news just on sentiment. Time to get back up"  
[X Link](https://x.com/doug53354873853/status/2011467191833464858)  2026-01-14T15:55Z [--] followers, [---] engagements


"@DimitryNakhla @grok are the actual and forecast metrics and valuation methods used on this post correct Highly any differences and come up with your own valuation based on facts"  
[X Link](https://x.com/doug53354873853/status/2011834975168200942)  2026-01-15T16:16Z [--] followers, [---] engagements


"$NOW @doug53354873853 @DimitryNakhla The post's metrics mostly align with latest data (as of Jan 2026) including cash ($5.41B) ROE (16.8%) revenue/FCF/EPS trends and consensus estimates (2025 EPS $3.48 [----] $4.08 [----] $4.93). Key differences: Forward P/E is 32.7x (not 52.3x; perhaps GAAP vs. adjusted) total @doug53354873853 @DimitryNakhla The post's metrics mostly align with latest data (as of Jan 2026) including cash ($5.41B) ROE (16.8%) revenue/FCF/EPS trends and consensus estimates (2025 EPS $3.48 [----] $4.08 [----] $4.93). Key differences: Forward P/E is 32.7x (not 52.3x; perhaps GAAP vs."  
[X Link](https://x.com/doug53354873853/status/2011836558567936286)  2026-01-15T16:23Z [--] followers, [--] engagements


"@dissectmarkets @HostileCharts If software cant grow with AI I dont know what else will 😆 Software sell off is Really dumb. I think people want to buy chip stocks until they reach top $now"  
[X Link](https://x.com/doug53354873853/status/2011859079938085011)  2026-01-15T17:52Z [--] followers, [--] engagements


"i have never seen any enterprise customer getting out of $NOW. when ServiceNow is implemented into any enterprise it gets bigger and bigger. now with AI servicenow is needed more"  
[X Link](https://x.com/doug53354873853/status/2011881556454121764)  2026-01-15T19:21Z [--] followers, [---] engagements


"That's the bottom for $now. I'm calling it if no one else is"  
[X Link](https://x.com/doug53354873853/status/2011897268337852739)  2026-01-15T20:24Z [--] followers, [--] engagements


"Every enterprise wants to add $NOW with 98% retention rate and keep buying more of servicenow every year. Its a MUST have for any medium to large business just like Microsoft Windows"  
[X Link](https://x.com/doug53354873853/status/2011936733638557807)  2026-01-15T23:01Z [--] followers, [--] engagements


"$NOW 🧠 ServiceNow $NOW is a MACHINE ➡ Digital Workflow Revenue This represents the revenue from their main platform which helps companies digitize manual tasks. ➡ ITOM Products Revenue (IT Operations Management) These products allow a company's IT department to see their entire https://t.co/lEpH2zRfH0 🧠 ServiceNow $NOW is a MACHINE ➡ Digital Workflow Revenue This represents the revenue from their main platform which helps companies digitize manual tasks. ➡ ITOM Products Revenue (IT Operations Management) These products allow a company's IT department to see their entire"  
[X Link](https://x.com/doug53354873853/status/2011939697119867380)  2026-01-15T23:12Z [--] followers, [---] engagements


"$now is [--] yr low while earnings up 42% on average per year. Very absurd sell off"  
[X Link](https://x.com/doug53354873853/status/2012293856998363616)  2026-01-16T22:40Z [--] followers, [---] engagements


"@LOGOinvestor @DivesTech Dan would say $NOW is the heart of AI agent orchestration"  
[X Link](https://x.com/doug53354873853/status/2012315917217128682)  2026-01-17T00:07Z [--] followers, [---] engagements


"@LOGOinvestor @HedgeyeComm I feel like Bill McDermott will explode on upcoming earnings call on this wrong narrative AI is bad for $now"  
[X Link](https://x.com/doug53354873853/status/2012323375721423353)  2026-01-17T00:37Z [--] followers, [---] engagements


"@LOGOinvestor @prollyballistic Every single day almost every professional services employee uses $now at work. Per seat/meter is all noise. Reality is every enterprise customer wants to pay more to get more of $NOW"  
[X Link](https://x.com/doug53354873853/status/2012911823318585543)  2026-01-18T15:35Z [--] followers, [--] engagements


"@prollyballistic @LOGOinvestor How do they get the work done With AI agents If so $now switches to metering. Scope of workloads only increase with AI"  
[X Link](https://x.com/doug53354873853/status/2012949859620249785)  2026-01-18T18:06Z [--] followers, [--] engagements


"$NOW Trusted data and workflows matter most. What we build on top of the model the context provided by data and the actions driven by apps is what turns intelligence into impact. AI alone is useless without useful software"  
[X Link](https://x.com/doug53354873853/status/2013014213602488562)  2026-01-18T22:22Z [--] followers, [--] engagements


"$NOW Bernstein Reiterates $NOW at Outperform PT $219; Top H2 Pick Analyst comments: "Can it work in H126 As we start [----] application software stock pain keeps coming. If short interest is any indication ServiceNow is perceived as one of the safest application stocks but it is Bernstein Reiterates $NOW at Outperform PT $219; Top H2 Pick Analyst comments: "Can it work in H126 As we start [----] application software stock pain keeps coming. If short interest is any indication ServiceNow is perceived as one of the safest application stocks but it is"  
[X Link](https://x.com/doug53354873853/status/2013586788510572827)  2026-01-20T12:17Z [--] followers, [--] engagements


"$now should see a massive volume today taking it to $140"  
[X Link](https://x.com/doug53354873853/status/2013603529248702915)  2026-01-20T13:24Z [--] followers, [--] engagements


"$NOW never bet against CEO Bill McDermott. He has a proven track record. He goes offense every time theres a doubt"  
[X Link](https://x.com/doug53354873853/status/2013603929230053445)  2026-01-20T13:26Z [--] followers, [--] engagements


"$NOW emerged as a clear winner in AI agent orchestration with OpenAI partnership. Wont be surprised if we see similar deals from $googl Anthropic making $NOW critical player"  
[X Link](https://x.com/doug53354873853/status/2013605817811968068)  2026-01-20T13:33Z [--] followers, [--] engagements


"Bernstein Reiterates $NOW at Outperform PT $219;"  
[X Link](https://x.com/doug53354873853/status/2013606595167449293)  2026-01-20T13:36Z [--] followers, [--] engagements


"$NOW's dominant position in enterprise software just confirmed this morning. #OpenAI made very few deals with software so far and $NOW is one of them"  
[X Link](https://x.com/doug53354873853/status/2013619612215050594)  2026-01-20T14:28Z [--] followers, [--] engagements


"$NOW Bernstein CIO surveys pointing to more demand resilience for $NOW than the other software names in its coverage group. Bernstein CIO surveys pointing to more demand resilience for $NOW than the other software names in its coverage group"  
[X Link](https://x.com/doug53354873853/status/2013622175341719845)  2026-01-20T14:38Z [--] followers, [--] engagements


"$NOW https://t.co/DeCpqCkX9K The company is in the best shape I have ever seen a company going into a new year. It is unreal. The pipelines are exploding. $NOW https://t.co/DeCpqCkX9K The company is in the best shape I have ever seen a company going into a new year. It is unreal. The pipelines are exploding. $NOW"  
[X Link](https://x.com/doug53354873853/status/2013641658521325959)  2026-01-20T15:55Z [--] followers, [--] engagements


"@AddressingLife @OJoelsen What did he say wrong Asking you to pay your fair share Asking you to be grateful for protecting you"  
[X Link](https://x.com/doug53354873853/status/2013984986479689750)  2026-01-21T14:40Z [--] followers, [---] engagements


"If you cant buy $NOW I dont know when"  
[X Link](https://x.com/doug53354873853/status/2014055327918965200)  2026-01-21T19:19Z [--] followers, [--] engagements


"Only if $AMD and $MU let $MSFT and $NOW to at least get a relief rally. Give me a break 😆 this is getting ridiculous"  
[X Link](https://x.com/doug53354873853/status/2014067526909522079)  2026-01-21T20:08Z [--] followers, [--] engagements


"$now BUY The Thoma Bravo founder believes $NOW and $CRM will become the ultimate software consolidators snapping up competitors whose valuations are no longer propped up by bloated catalysts. Given TBs exclusive focus on software portfolio companies this perspective carries https://t.co/ejLjVQXAhJ The Thoma Bravo founder believes $NOW and $CRM will become the ultimate software consolidators snapping up competitors whose valuations are no longer propped up by bloated catalysts. Given TBs exclusive focus on software portfolio companies this perspective carries https://t.co/ejLjVQXAhJ"  
[X Link](https://x.com/doug53354873853/status/2014135530879856879)  2026-01-22T00:38Z [--] followers, [---] engagements


"Huge demand for servicenow agents from enterprise customers. $NOW"  
[X Link](https://x.com/doug53354873853/status/2014364789032501255)  2026-01-22T15:49Z [--] followers, [---] engagements


"$NOW finally in bottom formation. If it holds today's move there's a strong chance of run up to $138+ before earnings. If earnings are spectacular then we should see $150+ easily as it was oversold"  
[X Link](https://x.com/doug53354873853/status/2014412439186538601)  2026-01-22T18:58Z [--] followers, [---] engagements


"@colin_gladman Do you think $SLV will crash after $100"  
[X Link](https://x.com/doug53354873853/status/2014490533155012645)  2026-01-23T00:09Z [--] followers, [---] engagements


"@rdd147 @grok explain Shanghai physical market impact on spot silver prices"  
[X Link](https://x.com/doug53354873853/status/2014809318336479379)  2026-01-23T21:15Z [--] followers, [--] engagements


"@SaraGonzalesTX @Ullas_PC @CRRJA5 @grok Ii i were the home owner i would have yelled at racist Gonzales to get the hell out of my property. The audacity she had going someone's home and calling making fun of his name ("vijaina palli") proves her extreme nationalist and supremacy views over perceived "foriegners""  
[X Link](https://x.com/doug53354873853/status/2014855117401383010)  2026-01-24T00:17Z [--] followers, [----] engagements


"@CitizenKang7 @SaraGonzalesTX @Ullas_PC @CRRJA5 @grok Says a "white supremacist" who thinks he owns THE USA"  
[X Link](https://x.com/doug53354873853/status/2014860109554373105)  2026-01-24T00:37Z [--] followers, [---] engagements


"@alc2022 What do you think will happen to the $NVO suit"  
[X Link](https://x.com/doug53354873853/status/2022302777653723272)  2026-02-13T13:32Z [--] followers, [----] engagements


"@justasiam185 @mukund @PositiveInvst The narrative has gotten so ridiculous that we should see private equity or large cap tech buying depressed software names. $HUBS $TEAM $GTLB"  
[X Link](https://x.com/doug53354873853/status/2021923037705327046)  2026-02-12T12:23Z [--] followers, [---] engagements


"@QualityInvest5 Totally possible big tech will buy one or more of these or others $TEAM $GTLB $HUBS"  
[X Link](https://x.com/doug53354873853/status/2022703553253396606)  2026-02-14T16:04Z [--] followers, [---] engagements


"Servicenow $now possibly the most misunderstood name in the entire stock market right now. So want a poll for sentiment purposes Opportunity Not an opportunity Opportunity Not an opportunity"  
[X Link](https://x.com/doug53354873853/status/2013446250738159714)  2026-01-20T02:59Z [--] followers, [---] engagements


"Where are the $SLF $ 200-by-the-end-of-the-week bulls"  
[X Link](https://x.com/doug53354873853/status/2015875865553305864)  2026-01-26T19:53Z [--] followers, [--] engagements


"Literally everyone I talk to are asking for $NOW agents. The demand is so high that is leading more servicenow subscriptions for workflow automation. Strangely market is dead wrong on this and chose to sell"  
[X Link](https://x.com/doug53354873853/status/2016967427863585265)  2026-01-29T20:11Z [--] followers, [---] engagements


"$BTC will likely rip higher as bulls race to buy the support zone"  
[X Link](https://x.com/doug53354873853/status/2017685622018707728)  2026-01-31T19:45Z [--] followers, [--] engagements


"@StockMarketNerd As if they can replace them with vibe coding. Biggest joke of AI era $NOW"  
[X Link](https://x.com/doug53354873853/status/2017708321390703025)  2026-01-31T21:15Z [--] followers, [---] engagements


"@AshCrypto @grok is this accurate"  
[X Link](https://x.com/doug53354873853/status/2017708624806625426)  2026-01-31T21:16Z [--] followers, [---] engagements


"@grok @AshCrypto @grok detail his ETH long position and reasons for liquidation"  
[X Link](https://x.com/doug53354873853/status/2017709717405986899)  2026-01-31T21:20Z [--] followers, [--] engagements


"@Ashton_1nvests $NOW"  
[X Link](https://x.com/doug53354873853/status/2017765140641235241)  2026-02-01T01:01Z [--] followers, [---] engagements


"So many on sale $hims $crcl $bmnr $mstr $hood $fig $duol $hubs"  
[X Link](https://x.com/anyuser/status/2018424253519896867)  2026-02-02T20:40Z [--] followers, [---] engagements


"@edge_of_power Did open source code kill software How many vide code apps consumers are going to build themselves Will thry be better compared to enterprise grade software apps"  
[X Link](https://x.com/doug53354873853/status/2018838741838921910)  2026-02-04T00:07Z [--] followers, [--] engagements


"@Cmoney365247 Vibe coding stupidity"  
[X Link](https://x.com/doug53354873853/status/2018838923552989347)  2026-02-04T00:08Z [--] followers, [--] engagements


"Finally people are vibe coding chips and memory $amd $mu"  
[X Link](https://x.com/anyuser/status/2019129801563570237)  2026-02-04T19:23Z [--] followers, [---] engagements


"@BillAckman @elonmusk That's news to a lot of us "helped millions" Who How"  
[X Link](https://x.com/doug53354873853/status/2019401688453619771)  2026-02-05T13:24Z [--] followers, [--] engagements


"Will $NVO or $LLY buy $HIMS If you cant beat him join him"  
[X Link](https://x.com/anyuser/status/2019411196903059593)  2026-02-05T14:02Z [--] followers, [---] engagements


"@StockSavvyShay @VanquishTrader It was down from $75. Plus 35% short interest $HIMS"  
[X Link](https://x.com/doug53354873853/status/2019411507637866753)  2026-02-05T14:03Z [--] followers, [---] engagements


"@DeItaone @grok what is trumprx"  
[X Link](https://x.com/doug53354873853/status/2019436611801641439)  2026-02-05T15:43Z [--] followers, [----] engagements


"People completely missing the point that large software companies have massive advantage of using AI to innovate as opposed to a vibe coder starting from scratch. $TEAM"  
[X Link](https://x.com/anyuser/status/2019542129488589103)  2026-02-05T22:42Z [--] followers, [---] engagements


"@rakoraja No enterprise customer is cancelling software subscriptions and buying vibe coding apps"  
[X Link](https://x.com/doug53354873853/status/2019546775913455702)  2026-02-05T23:00Z [--] followers, [--] engagements


"@aadhicash @ripster47 Wrong. Way too much generalization. Tell me one enterprise SaaS software you think will be replaced by a Claude code app"  
[X Link](https://x.com/doug53354873853/status/2019549177278329221)  2026-02-05T23:10Z [--] followers, [--] engagements


"@aadhicash @ripster47 Established software companies deeply integrated into enterprise IT don't sit around and let vibe coders build an app overnight that magically replaces the decades of deep software data systems integration stack built to scale"  
[X Link](https://x.com/doug53354873853/status/2019550114319331346)  2026-02-05T23:14Z [--] followers, [---] engagements


"@dee_bosa calling all vibe coders including Dee bo who can vibe code and replace enterprise software platforms $NOW $TEAM $HUBS $MNDY overnight. Winners will get $100 gift card. Rule: vibe code app must be enterprise grade ready to scale. Are you in DEE BO"  
[X Link](https://x.com/anyuser/status/2019552668117790926)  2026-02-05T23:24Z [--] followers, [---] engagements


"@aadhicash @ripster47 The market narrative for last few days is that Claude replaces software which is totally wrong"  
[X Link](https://x.com/doug53354873853/status/2019554475652837882)  2026-02-05T23:31Z [--] followers, [---] engagements


"@mukund @PositiveInvst Here's my guess.Your competetion will use $HUBS and get ahead of you while you keep adding features to your own hubspot and you will eventually realize using enterprise grade software is lot quicker to scale your business.Hard to imagine people running their own tech. am i wrong"  
[X Link](https://x.com/doug53354873853/status/2019779924131754204)  2026-02-06T14:27Z [--] followers, [--] engagements


"$NOW price action is unreal. Hedge funds still shorting"  
[X Link](https://x.com/anyuser/status/2019787355800973375)  2026-02-06T14:56Z [--] followers, [---] engagements


"How irrational Every time there's a Claude new release software goes down. This is beyond ridiculous. $NOW $CRM"  
[X Link](https://x.com/anyuser/status/2019795338626769159)  2026-02-06T15:28Z [--] followers, [---] engagements


"Thanks Dee Bo for realizing the current market doesnt make sense the same way the vibe coding replacing doesnt make sense either 😆 http://Monday.com http://Monday.com"  
[X Link](https://x.com/anyuser/status/2019819137351208983)  2026-02-06T17:03Z [--] followers, [---] engagements


"Wow freaking Brad gerstner clown comes on TV and says all his picks are great but not other software $NOW going down. These clowns have no clue about what these companies do ye make these irresponsible comments"  
[X Link](https://x.com/anyuser/status/2019823481773556104)  2026-02-06T17:20Z [--] followers, [---] engagements


"@BillRMcDermott Bill you gotta come on CNBC and defend your business. Clowns who have no clue about $NOW are making illogical and rediculous statements about whole software sector including yours. @altcap If software cant produce ROI on all that AI capex what else will"  
[X Link](https://x.com/doug53354873853/status/2019834737532207531)  2026-02-06T18:05Z [--] followers, [---] engagements


"@BillRMcDermott Bill how about you release small language model that any enterprise customer can train on their own proprietary data and branch out to LLM when needed Customers can build AI agents on top of your SLM and $NOW becomes the private AI of enterprises"  
[X Link](https://x.com/doug53354873853/status/2019884215102222781)  2026-02-06T21:21Z [--] followers, [---] engagements


"@stocktalkweekly @grok could FDA shutdown entire Hims&Hers business Or could they just issue penalty What is the max risk here for Hims&Hers shareholders @AndrewDudum @DrMakaryFDA"  
[X Link](https://x.com/doug53354873853/status/2019895557246869817)  2026-02-06T22:06Z [--] followers, [----] engagements


"@grok @stocktalkweekly @AndrewDudum @DrMakaryFDA What would be the stock price if sales were cut by 20%"  
[X Link](https://x.com/doug53354873853/status/2019896899101192668)  2026-02-06T22:12Z [--] followers, [---] engagements


"@munster_gene You realize AI agents use software tools to get work done and that requires agent identity tracking so seat growth is irrelevant here. They can also switch seat based to workload based subscription instantly. More automation results more workloads. More subscription rev. $NOW"  
[X Link](https://x.com/doug53354873853/status/2019911713391251847)  2026-02-06T23:10Z [--] followers, [---] engagements


"@Sindhu192243 @zerohedge Dead wrong. All these companies infusing AI in their software stack that results more automation more usage and more subscription revenue. Human users are irrelevant here for SaaS revenue. $NOW"  
[X Link](https://x.com/doug53354873853/status/2019921450631856202)  2026-02-06T23:49Z [--] followers, [---] engagements


"@HedgieMarkets All agents can do is reasoning act with instructions execute tasks by calling other software apps. He is not talking about recreating $SAP $NOW proprietary code into AI agents"  
[X Link](https://x.com/doug53354873853/status/2019938622989041976)  2026-02-07T00:57Z [--] followers, [---] engagements


"Will be buyer if $hims goes to $15 this week"  
[X Link](https://x.com/anyuser/status/2020666259587617251)  2026-02-09T01:09Z [--] followers, [---] engagements


"@StockMarketNerd 100%. Though Im unsure why most of these CEOs have not announced the aggressive buybacks"  
[X Link](https://x.com/doug53354873853/status/2021242926223839555)  2026-02-10T15:20Z [--] followers, [--] engagements


"Language translation is NOT learning. Learning a language gives lifetime of opportunities. As much as AI helps with many things in life humans still need to learn and work. $DUOL is the leader in learning and AI cannot stop them"  
[X Link](https://x.com/anyuser/status/2021583334703288751)  2026-02-11T13:53Z [--] followers, [---] engagements


"In a rational market $HUBS would be up 30% on these earnings and guidance"  
[X Link](https://x.com/anyuser/status/2021712513927102471)  2026-02-11T22:26Z [--] followers, [---] engagements


"@HedgeyeComm They are apples and oranges. $HUBS is dominating mid market CRM with no competition"  
[X Link](https://x.com/doug53354873853/status/2021713963063386294)  2026-02-11T22:32Z [--] followers, [---] engagements


"$HUBS killer management team firing on all cylinders monetizing AI"  
[X Link](https://x.com/anyuser/status/2021714289078215046)  2026-02-11T22:33Z [--] followers, [---] engagements


"@BrandonAG31 Large cap tech or private equity should buy this great business for $20B right now. One of the rare quality companies at half the price"  
[X Link](https://x.com/doug53354873853/status/2021914058509660193)  2026-02-12T11:47Z [--] followers, [--] engagements


"$HUBS This will go much higher after 75% drawdown while revenues up 20% YOY"  
[X Link](https://x.com/anyuser/status/2021961467965157764)  2026-02-12T14:55Z [--] followers, [--] engagements


"@alc2022 LOL. You keep taking peptides and keep it calm"  
[X Link](https://x.com/doug53354873853/status/2022033615052472567)  2026-02-12T19:42Z [--] followers, [---] engagements


"$PINS Forward P/E 8.1x. 17% revenue growth. - Nearly debt-free $2.7B cash vs $205M debt All priced in"  
[X Link](https://x.com/anyuser/status/2022093729537069210)  2026-02-12T23:41Z [--] followers, [---] engagements


"Top ranked software stocks with strong moat. $INTU $ADBE $ORCL $NOW $CRM $WDAY $TYL $DDOG $HUBS $TEAM $OKTA $PRGS $QTWO $DT $GTLB $DOCU $FIVN $TWLO $PATH $SPT $ZETA"  
[X Link](https://x.com/anyuser/status/2022794557574856963)  2026-02-14T22:06Z [--] followers, [---] engagements


"Top ranked software stocks with strong moat. $INTU $ADBE $ORCL $NOW $CRM $WDAY $TYL $DDOG $HUBS $TEAM $OKTA $PRGS $QTWO $DT $GTLB $DOCU $FIVN $TWLO $PATH $SPT $ZETA"  
[X Link](https://x.com/anyuser/status/2022794557574856963)  2026-02-14T22:06Z [--] followers, [---] engagements


"$PINS Forward P/E 8.1x. 17% revenue growth. - Nearly debt-free $2.7B cash vs $205M debt All priced in"  
[X Link](https://x.com/anyuser/status/2022093729537069210)  2026-02-12T23:41Z [--] followers, [---] engagements


"$PINS will turn green. Already oversold"  
[X Link](https://x.com/anyuser/status/2022062984626151466)  2026-02-12T21:39Z [--] followers, [---] engagements


"$HUBS This will go much higher after 75% drawdown while revenues up 20% YOY"  
[X Link](https://x.com/anyuser/status/2021961467965157764)  2026-02-12T14:55Z [--] followers, [--] engagements


"$HUBS killer management team firing on all cylinders monetizing AI"  
[X Link](https://x.com/anyuser/status/2021714289078215046)  2026-02-11T22:33Z [--] followers, [---] engagements


"In a rational market $HUBS would be up 30% on these earnings and guidance"  
[X Link](https://x.com/anyuser/status/2021712513927102471)  2026-02-11T22:26Z [--] followers, [---] engagements


"Language translation is NOT learning. Learning a language gives lifetime of opportunities. As much as AI helps with many things in life humans still need to learn and work. $DUOL is the leader in learning and AI cannot stop them"  
[X Link](https://x.com/anyuser/status/2021583334703288751)  2026-02-11T13:53Z [--] followers, [---] engagements


"Will be buyer if $hims goes to $15 this week"  
[X Link](https://x.com/anyuser/status/2020666259587617251)  2026-02-09T01:09Z [--] followers, [---] engagements


"Wow freaking Brad gerstner clown comes on TV and says all his picks are great but not other software $NOW going down. These clowns have no clue about what these companies do ye make these irresponsible comments"  
[X Link](https://x.com/anyuser/status/2019823481773556104)  2026-02-06T17:20Z [--] followers, [---] engagements


"@dee_bosa calling all vibe coders including Dee bo who can vibe code and replace enterprise software platforms $NOW $TEAM $HUBS $MNDY overnight. Winners will get $100 gift card. Rule: vibe code app must be enterprise grade ready to scale. Are you in DEE BO"  
[X Link](https://x.com/anyuser/status/2019552668117790926)  2026-02-05T23:24Z [--] followers, [---] engagements


"Thanks Dee Bo for realizing the current market doesnt make sense the same way the vibe coding replacing doesnt make sense either 😆 http://Monday.com http://Monday.com"  
[X Link](https://x.com/anyuser/status/2019819137351208983)  2026-02-06T17:03Z [--] followers, [---] engagements


"How irrational Every time there's a Claude new release software goes down. This is beyond ridiculous. $NOW $CRM"  
[X Link](https://x.com/anyuser/status/2019795338626769159)  2026-02-06T15:28Z [--] followers, [---] engagements


"$NOW price action is unreal. Hedge funds still shorting"  
[X Link](https://x.com/anyuser/status/2019787355800973375)  2026-02-06T14:56Z [--] followers, [---] engagements


"People completely missing the point that large software companies have massive advantage of using AI to innovate as opposed to a vibe coder starting from scratch. $TEAM"  
[X Link](https://x.com/anyuser/status/2019542129488589103)  2026-02-05T22:42Z [--] followers, [---] engagements


"Will $NVO or $LLY buy $HIMS If you cant beat him join him"  
[X Link](https://x.com/anyuser/status/2019411196903059593)  2026-02-05T14:02Z [--] followers, [---] engagements


"$hims shorts are starting to panic"  
[X Link](https://x.com/anyuser/status/2019407765165469827)  2026-02-05T13:48Z [--] followers, [---] engagements


"Finally people are vibe coding chips and memory $amd $mu"  
[X Link](https://x.com/anyuser/status/2019129801563570237)  2026-02-04T19:23Z [--] followers, [---] engagements


"$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong"  
[X Link](https://x.com/anyuser/status/2019026090820591776)  2026-02-04T12:31Z 348.4K followers, 218.3K engagements


"$PYPL wait for pullback at $35"  
[X Link](https://x.com/anyuser/status/2018659422638354498)  2026-02-03T12:14Z [--] followers, [---] engagements


"So many on sale $hims $crcl $bmnr $mstr $hood $fig $duol $hubs"  
[X Link](https://x.com/anyuser/status/2018424253519896867)  2026-02-02T20:40Z [--] followers, [---] engagements

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