# ![@eval_dan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1956101208416116737.png) @eval_dan Evaluator_Dan

Evaluator_Dan posts on X about $abnb, $docn, hotels, ai the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1956101208416116737/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956101208416116737/c:line/m:interactions.svg)

- [--] Week [-----] +438%
- [--] Month [-----] +1,937%

### Mentions: [--] [#](/creator/twitter::1956101208416116737/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956101208416116737/c:line/m:posts_active.svg)

- [--] Week [--] +217%
- [--] Month [--] +240%

### Followers: [--] [#](/creator/twitter::1956101208416116737/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956101208416116737/c:line/m:followers.svg)

- [--] Week [--] -3.60%
- [--] Month [--] no change

### CreatorRank: [---------] [#](/creator/twitter::1956101208416116737/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956101208416116737/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$abnb](/topic/$abnb) #611, [$docn](/topic/$docn) #13, [hotels](/topic/hotels), [ai](/topic/ai), [$pypl](/topic/$pypl), [$root](/topic/$root), [madrid](/topic/madrid), [ocean](/topic/ocean), [inference](/topic/inference), [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@bchesky](/creator/undefined) [@digitalocean](/creator/undefined) [@paddix](/creator/undefined) [@jakemruth](/creator/undefined) [@realroseceline](/creator/undefined) [@chitchatstocks](/creator/undefined) [@amd](/creator/undefined) [@characterai](/creator/undefined) [@tickerplus](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@alc2022](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@futurumequities](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@venmo](/creator/undefined) [@tipsytrrtle](/creator/undefined) [@jgebbia](/creator/undefined) [@speedwellllc](/creator/undefined) [@davidgu](/creator/undefined) [@anthropicai](/creator/undefined)

**Top assets mentioned**
[Airbnb, Inc. (ABNB)](/topic/$abnb) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [The Root Network (ROOT)](/topic/$root) [Goldman Sachs (GS)](/topic/goldman-sachs) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Cloudflare, Inc. (NET)](/topic/$net) [GitLab Inc. (GTLB)](/topic/$gtlb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MongoDB, Inc. (MDB)](/topic/$mdb) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [YELP INC. (YELP)](/topic/$yelp) [Fastly, Inc. (FSLY)](/topic/$fsly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@zoomyzoomm Issues with regulators. Big new initiatives and unclear if they are going to work. Booking is an impressive company. But yeah I think it will change. I expect big things happening the coming years"  
[X Link](https://x.com/eval_dan/status/1963875050081153448)  2025-09-05T08:01Z [--] followers, [--] engagements


"$ABNB this can be the winter release. Airbnb moves to a single fee for hosts. Are they preparing to onboard hotels They simplify the fee structure to get the same as Booking and Expedia. Airbnb moves to a single fee for hosts. Are they preparing to onboard hotels They simplify the fee structure to get the same as Booking and Expedia"  
[X Link](https://x.com/eval_dan/status/1963880097900863961)  2025-09-05T08:21Z [--] followers, [---] engagements


"$DOCN going to recent Q2 peak. Good to see after the good results and taking care of the debt. For Q3 I expect another beat on all fronts"  
[X Link](https://x.com/eval_dan/status/1965430982385058116)  2025-09-09T15:03Z [--] followers, [---] engagements


"$PYPL Alex Chriss is speaking now: https://investor.pypl.com/news-and-events/events/event-details/2025/Goldman-Sachs-Communacopia--Technology-Conference-2025/default.aspx https://investor.pypl.com/news-and-events/events/event-details/2025/Goldman-Sachs-Communacopia--Technology-Conference-2025/default.aspx"  
[X Link](https://x.com/eval_dan/status/1965516962093748448)  2025-09-09T20:45Z [--] followers, [---] engagements


""We are seeking a Manager Key Accounts who would be in charge of connectivity partners and enterprise account managers for Hotels to help grow Airbnbs business." $ABNB in one of the latest job postings. $ABNB this can be the winter release. $ABNB this can be the winter release"  
[X Link](https://x.com/eval_dan/status/1965673677703573958)  2025-09-10T07:08Z [--] followers, [---] engagements


"Will Airbnb add the Hotels tab like this Probably not. I guess they make 'Stays' instead of 'Homes' and show Hotels only when there is low supply or for last minute searches. $ABNB"  
[X Link](https://x.com/eval_dan/status/1965699392792609094)  2025-09-10T08:50Z [--] followers, [--] engagements


"$PYPL is a tough one. But I just keep looking at the product improvements they are making cashflow buybacks venmo Paypal World etc. If top line inflects I think it finally takes off. Q4 =)"  
[X Link](https://x.com/eval_dan/status/1966039767109525809)  2025-09-11T07:23Z [--] followers, [--] engagements


"Listened to @bchesky at the Goldman Sachs Communacopia + Technology Conference. Very ambitious. First AI first app. UI will be reinvented. What else: Long term stays. Hotels. Services. A platform with everything you to need to travel and life around the world. Not just travel"  
[X Link](https://x.com/eval_dan/status/1966154888087482527)  2025-09-11T15:00Z [--] followers, [--] engagements


"$ABNB A lot of energy and innovation ahead. After a couple of years perfecting the core now it's all about new business and expanding. Listened to @bchesky at the Goldman Sachs Communacopia + Technology Conference. Very ambitious. First AI first app. UI will be reinvented. What else: Long term stays. Hotels. Services. A platform with everything you to need to travel and life around the world. Not just travel. Listened to @bchesky at the Goldman Sachs Communacopia + Technology Conference. Very ambitious. First AI first app. UI will be reinvented. What else: Long term stays. Hotels. Services. A"  
[X Link](https://x.com/eval_dan/status/1966237146404237438)  2025-09-11T20:27Z [--] followers, [--] engagements


"$DOCN @paddix great talk at Goldman Sachs Communacopia + Technology Conference Digital Ocean is doing all the right steps. Focusing on durable growth Improving the product rapidly and creating partnerships like with Laravel"  
[X Link](https://x.com/eval_dan/status/1966243372898852900)  2025-09-11T20:52Z [--] followers, [---] engagements


"A post worth translating. $DOCN $DOCN - DigitalOcean Yapsal Olarak Yanl Fiyatlandrlm Bir Frsat DigitalOcean son zamanlarda byk bir pozisyon ina ettim biliyorum hem riskli hemde kk bir irketin ama ynetimi ok iyi bir ekipten oluuyor yapay zeknn bu kadar nemli olduunu bir dnyada yanl https://t.co/QLOuHzMtPk $DOCN - DigitalOcean Yapsal Olarak Yanl Fiyatlandrlm Bir Frsat DigitalOcean son zamanlarda byk bir pozisyon ina ettim biliyorum hem riskli hemde kk bir irketin ama ynetimi ok iyi bir ekipten oluuyor yapay zeknn bu kadar nemli olduunu bir dnyada yanl https://t.co/QLOuHzMtPk"  
[X Link](https://x.com/eval_dan/status/1966809109052690808)  2025-09-13T10:20Z [--] followers, [---] engagements


"This deal feels odd. Maybe there is something else Airbnb will be buying Thumbtack Makes sense for the next step in services if they can integrate it well. All Thumbtack services automatically appears on Airbnb. Boom. $ABNB"  
[X Link](https://x.com/eval_dan/status/1966813610618900567)  2025-09-13T10:38Z [--] followers, [--] engagements


"@alc2022 $DOCN for a more under the radar one"  
[X Link](https://x.com/eval_dan/status/1966869239303991551)  2025-09-13T14:19Z [--] followers, [---] engagements


"Adding hotels to $ABNB makes total sense. Deep dive on the hotel opportunity for Airbnb https://www.investing.com/news/stock-market-news/deep-dive-on-the-hotel-opportunity-for-airbnb-4229398 https://www.investing.com/news/stock-market-news/deep-dive-on-the-hotel-opportunity-for-airbnb-4229398"  
[X Link](https://x.com/eval_dan/status/1967162297908130181)  2025-09-14T09:43Z [--] followers, [--] engagements


"@StockSavvyShay @FuturumEquities @danielnewmanUV $DOCN is inference ready. They have the infrastructure scale-ups need"  
[X Link](https://x.com/eval_dan/status/1967496737112899942)  2025-09-15T07:52Z [--] followers, [---] engagements


"I think we will see @bchesky sponsoring marathon events soon too. Every big running event in cities in Europe the hotel room prices go through the roof. A lot of chances. $ABNB"  
[X Link](https://x.com/eval_dan/status/1967927757020737840)  2025-09-16T12:25Z [--] followers, [--] engagements


"Brian Chesky mentioned yesterday at Skift Global Forum again that Airbnb is moving in to hotels. After years of margin focus now the years of revenue focus started. $ABNB"  
[X Link](https://x.com/eval_dan/status/1968270755403329898)  2025-09-17T11:08Z [--] followers, [--] engagements


"Yesterday @bchesky confirmed it would be Stays instead of Homes. They are going to pilot hotels it in a few different cities including New York. $ABNB Will Airbnb add the Hotels tab like this Probably not. I guess they make 'Stays' instead of 'Homes' and show Hotels only when there is low supply or for last minute searches. $ABNB https://t.co/4uywmUhPhw Will Airbnb add the Hotels tab like this Probably not. I guess they make 'Stays' instead of 'Homes' and show Hotels only when there is low supply or for last minute searches. $ABNB https://t.co/4uywmUhPhw"  
[X Link](https://x.com/eval_dan/status/1968404069199868390)  2025-09-17T19:57Z [--] followers, [--] engagements


"Skift Global Forum interview with @bchesky - Why experiences is going to work (this time) - Expansion to hotels - Airbnb and AI $ABNB https://youtu.be/CiHSV6XReLIsi=_gkMgx0B_wdegWu5 https://youtu.be/CiHSV6XReLIsi=_gkMgx0B_wdegWu5"  
[X Link](https://x.com/eval_dan/status/1968606619916189714)  2025-09-18T09:22Z [--] followers, [--] engagements


"I see $ABNB grind up the coming weeks because people will slowly realize what the impact of hotels on Airbnb are going to be"  
[X Link](https://x.com/eval_dan/status/1969065641450647593)  2025-09-19T15:46Z [--] followers, [--] engagements


"Maybe a stupid question. Can self-driving have a negative impact on $ROOT in the future The stock seems interesting and the product makes sense"  
[X Link](https://x.com/eval_dan/status/1970407501381476540)  2025-09-23T08:38Z [--] followers, [--] engagements


"Three interesting 'cheap' picks I like for 2026: $ABNB -- Adding hotels big World Cup [----] sponsorship $PYPL -- Venmo PYUSD BNPL etc etc etc $DOCN -- Inference the best cloud for next generation (ai) scale ups All [--] CEO's are talking about accelerating their growth"  
[X Link](https://x.com/eval_dan/status/1971144455110656510)  2025-09-25T09:27Z [--] followers, [---] engagements


"Nice to see $ABNB and $PYPL together. Airbnb is pushing HotelTonight. Why Happy hotels are easier to convert to the Airbnb platform Or they believe in HotelTonight $PYPL New HotelTonight ad on the @Venmo app. Hoping for a lot more of these in Q4 🤞🏻 https://t.co/GKdvl4eWFz $PYPL New HotelTonight ad on the @Venmo app. Hoping for a lot more of these in Q4 🤞🏻 https://t.co/GKdvl4eWFz"  
[X Link](https://x.com/eval_dan/status/1973426112618521085)  2025-10-01T16:33Z [--] followers, [---] engagements


"Airbnb services are going to be so big. Just more supply specific filters per category type and boom. $ABNB"  
[X Link](https://x.com/eval_dan/status/1973685902187921912)  2025-10-02T09:46Z [--] followers, [----] engagements


"Airbnb eyes a loyalty program but details remain under wraps. $ABNB"  
[X Link](https://x.com/eval_dan/status/1974036723546931349)  2025-10-03T09:00Z [--] followers, [---] engagements


"https://www.travelmole.com/news/airbnb-loyalty-program/ https://www.travelmole.com/news/airbnb-loyalty-program/"  
[X Link](https://x.com/eval_dan/status/1974036741267812460)  2025-10-03T09:00Z [--] followers, [--] engagements


"Excellent post by @JakeMRuth about $ABNB (Long Post) $ABNB is the most misunderstood stock in the market. It's isn't a declining hotel substitute. It's the future platform for all human experiences memories and travel. Living life happens on Airbnb. Humans now more than ever are hungry for experiences. Many are https://t.co/X10Z9f3j4Z (Long Post) $ABNB is the most misunderstood stock in the market. It's isn't a declining hotel substitute. It's the future platform for all human experiences memories and travel. Living life happens on Airbnb. Humans now more than ever are hungry for experiences."  
[X Link](https://x.com/eval_dan/status/1974923856478720294)  2025-10-05T19:45Z [--] followers, [---] engagements


"Initiated a position in $ROOT Nice tech. Growing fast. Founder-led. Good price =)"  
[X Link](https://x.com/eval_dan/status/1975636679634657416)  2025-10-07T18:57Z [--] followers, [---] engagements


"$DOCN touched [--]. Nice"  
[X Link](https://x.com/eval_dan/status/1976281815393673370)  2025-10-09T13:41Z [--] followers, [--] engagements


"$ABNB Thinking of expanding my position. The hotels move is going to be big. And if you look at job positions they are all-in"  
[X Link](https://x.com/eval_dan/status/1976594289967911089)  2025-10-10T10:22Z [--] followers, [--] engagements


"@realroseceline On which companies did you lose money in the stock market and what did you learn from it"  
[X Link](https://x.com/eval_dan/status/1976894017398075811)  2025-10-11T06:13Z [--] followers, [---] engagements


"@realroseceline Hahah me too It felt so cheap comparing to Nike. Thanks for sharing"  
[X Link](https://x.com/eval_dan/status/1977064790381281297)  2025-10-11T17:32Z [--] followers, [--] engagements


"$ABNB strong today. I can see it running up until earnings / Airbnb winter release. So we can sell the hotel news. =)"  
[X Link](https://x.com/eval_dan/status/1978112506372505764)  2025-10-14T14:55Z [--] followers, [---] engagements


"@chitchatstocks Or an acquisition candidate"  
[X Link](https://x.com/eval_dan/status/1978566592582599051)  2025-10-15T21:00Z [--] followers, [--] engagements


"Fun to see that $DOCN gets some hype. Also the higher the market cap the easier to resolve the debt 'issue'"  
[X Link](https://x.com/eval_dan/status/1978729994764321232)  2025-10-16T07:49Z [--] followers, [---] engagements


"$ABNB Airbnb is hiring more and more people to add hotel supply to the platform. I like it"  
[X Link](https://x.com/eval_dan/status/1973297496634880345)  2025-10-01T08:02Z [--] followers, [--] engagements


"Airbnb seems to start focusing more on business again. "Were a lean dynamic team known for using creative strategies to deliver outsized impact and we believe businesses represent the next viral growth channel for Airbnb." Brian Chesky is all in on revenue growth. $ABNB"  
[X Link](https://x.com/eval_dan/status/1976911482626752788)  2025-10-11T07:23Z [--] followers, [---] engagements


"DigitalOcean $DOCN Shares Surge on Takeover Rumors"  
[X Link](https://x.com/eval_dan/status/1978433822292062524)  2025-10-15T12:12Z [--] followers, [---] engagements


"$ABNB new release. I like the new support features. For the rest I was hoping for a bit more. I expect more news around the earnings"  
[X Link](https://x.com/eval_dan/status/1980640882782355642)  2025-10-21T14:22Z [--] followers, [--] engagements


"$ABNB is hiring people to explore the loyalty program"  
[X Link](https://x.com/eval_dan/status/1981272302932414502)  2025-10-23T08:11Z [--] followers, [--] engagements


"Great post I agree on the take rate and that things feel slow. I think they are collecting a lot of feedback in LA right now and then make [--] big move. Take Rate [--] to 5%. (this can vary per category). Allow 3rd parties. Filters in categories. Loyalty. A year later ads. $ABNB Airbnb's bet on anti-trend $ABNB https://t.co/k5E4lQ6Koa Airbnb's bet on anti-trend $ABNB https://t.co/k5E4lQ6Koa"  
[X Link](https://x.com/eval_dan/status/1981641758200246613)  2025-10-24T08:39Z [--] followers, [--] engagements


"Introducing an agentic commerce solution for merchants from PayPal and Google Cloud $PYPL $GOOG"  
[X Link](https://x.com/eval_dan/status/1982850936822255648)  2025-10-27T16:44Z [--] followers, [--] engagements


"https://cloud.google.com/blog/topics/financial-services/introducing-an-agentic-commerce-solution-for-merchants-from-paypal-and-google-cloud https://cloud.google.com/blog/topics/financial-services/introducing-an-agentic-commerce-solution-for-merchants-from-paypal-and-google-cloud"  
[X Link](https://x.com/eval_dan/status/1982850972519956972)  2025-10-27T16:44Z [--] followers, [--] engagements


"$ABNB Next steps - (Boutique) Hotels - Loyalty program - Airbnb for Business ravamp - 3rd party providers (+ API / developer push) - Services push (Low take rate more categories etc) - Experiences improvements (See Paris landing page) - AI powered suggestions. Trip planning"  
[X Link](https://x.com/eval_dan/status/1983505535874806067)  2025-10-29T12:05Z [--] followers, [--] engagements


"Many such stories $DOCN $DOCN @digitalocean https://t.co/Ffz8zJtB81 migrated to #DigitalOcean reducing cloud costs by 30% $DOCN @digitalocean https://t.co/Ffz8zJtB81 migrated to #DigitalOcean reducing cloud costs by 30%"  
[X Link](https://x.com/eval_dan/status/1984012707432198427)  2025-10-30T21:41Z [--] followers, [---] engagements


"$ABNB Hotel rooms. This seems new. Beautiful screens as always. Airbnb seems to do a soft-launch for their Hotel product pages. New York is showing [--] hotels"  
[X Link](https://x.com/eval_dan/status/1985349271135133880)  2025-11-03T14:12Z [--] followers, [--] engagements


"So it seems like they start with Hotels in Madrid New York City and LA"  
[X Link](https://x.com/eval_dan/status/1985353035678204201)  2025-11-03T14:27Z [--] followers, [--] engagements


"$DOCN I remember it selling off before last earnings. Lets see tomorrow"  
[X Link](https://x.com/eval_dan/status/1985773617360085090)  2025-11-04T18:18Z [--] followers, [---] engagements


"@tipsytrrtle @jgebbia First hotels are there. Soon more"  
[X Link](https://x.com/eval_dan/status/1985833867488739707)  2025-11-04T22:17Z [--] followers, [--] engagements


"Revenue of $230 million up 16% year-over-year; Raised full year revenue guidance to $896 to $897 million Net Income was $158 million up 381% year-over-year and Adjusted EBITDA was $100 million up 15% year-over-year; Raised full year Adjusted EBITDA margin guidance to 41% $DOCN"  
[X Link](https://x.com/eval_dan/status/1986046120124977244)  2025-11-05T12:21Z [--] followers, [--] engagements


"$DOCN Not bad Steadily improving growth rate. This is interesting: The number of customers with greater than $100 thousand in ARR grew 26% while the revenue from these customers which now represents 26% of total revenue grew 41% year-over-year. Prev quarter 35%"  
[X Link](https://x.com/eval_dan/status/1986047193594106174)  2025-11-05T12:25Z [--] followers, [--] engagements


"$DOCN Our momentum gives us confidence to increase investment to deliver our [----] 1820% growth targets a full year earlier in 2026"  
[X Link](https://x.com/eval_dan/status/1986048359434482052)  2025-11-05T12:30Z [--] followers, [--] engagements


"Our $1 million plus run-rate customers by themselves are over $100 million in ARR growing at 72%. Also interesting. $DOCN"  
[X Link](https://x.com/eval_dan/status/1986051160420028458)  2025-11-05T12:41Z [--] followers, [--] engagements


"Big partnership announcement in the coming days for $DOCN Keep it coming"  
[X Link](https://x.com/eval_dan/status/1986060196519506163)  2025-11-05T13:17Z [--] followers, [---] engagements


"$DOCN taking off =)"  
[X Link](https://x.com/eval_dan/status/1986063788538228811)  2025-11-05T13:31Z [--] followers, [---] engagements


"Ouch $ROOT and $DUOL market doesn't like it. I seem to miss the problem"  
[X Link](https://x.com/eval_dan/status/1986180707732103264)  2025-11-05T21:15Z [--] followers, [---] engagements


"Ah $ROOT seems to go flat"  
[X Link](https://x.com/eval_dan/status/1986181723067941186)  2025-11-05T21:19Z [--] followers, [---] engagements


"Ah market seems to get it $ROOT"  
[X Link](https://x.com/eval_dan/status/1986182522150015335)  2025-11-05T21:23Z [--] followers, [---] engagements


"$DUOL if you are in it for [--] to [--] years you should be happy with these dips"  
[X Link](https://x.com/eval_dan/status/1986358187914604990)  2025-11-06T09:01Z [--] followers, [--] engagements


"$DOCN BofA upgrades   $ (from $34) Always nice. In the coming days expect a press release about a big AI-first client"  
[X Link](https://x.com/eval_dan/status/1986434624227352850)  2025-11-06T14:04Z [--] followers, [--] engagements


"$ABNB earnings after market. I dont expect much. But they will tell about testing hotels in NY LA and Madrid"  
[X Link](https://x.com/eval_dan/status/1986501565361103174)  2025-11-06T18:30Z [--] followers, [---] engagements


"Not bad earnings. Looking forward to the call. $ABNB I expect the trajectory will change in summer [----] (World Cup). [--] more meh quarters"  
[X Link](https://x.com/eval_dan/status/1986548785938673889)  2025-11-06T21:38Z [--] followers, [--] engagements


"$ABNB as if I can see the future haha $ABNB earnings after market. I dont expect much. But they will tell about testing hotels in NY LA and Madrid. $ABNB earnings after market. I dont expect much. But they will tell about testing hotels in NY LA and Madrid"  
[X Link](https://x.com/eval_dan/status/1986556603114385800)  2025-11-06T22:09Z [--] followers, [---] engagements


"$ABNB "Experiences and Services will take [--] to [--] years to have meaningful revenue." I think Hotels will be much faster"  
[X Link](https://x.com/eval_dan/status/1986726366549533086)  2025-11-07T09:24Z [--] followers, [--] engagements


"$DOCN good price action here"  
[X Link](https://x.com/eval_dan/status/1986883602819256472)  2025-11-07T19:49Z [--] followers, [---] engagements


"$DOCN is still cheap I think. Cant wait for next quarters"  
[X Link](https://x.com/eval_dan/status/1987179499494981931)  2025-11-08T15:24Z [--] followers, [---] engagements


"$DOCN @digitalocean reported Q3 results last week and we shared our momentum around New ARR (highest organic New ARR in our history) large customer traction (the largest customers are growing the fastest ) AI revenue doubling for the 5th consecutive Q and robust aEBITDA and aFCF https://t.co/XRH8W8kHqD @digitalocean reported Q3 results last week and we shared our momentum around New ARR (highest organic New ARR in our history) large customer traction (the largest customers are growing the fastest ) AI revenue doubling for the 5th consecutive Q and robust aEBITDA and aFCF"  
[X Link](https://x.com/eval_dan/status/1987944619611476320)  2025-11-10T18:05Z [--] followers, [---] engagements


"Today or tomorrow I expect $DOCN to announce a great AI client"  
[X Link](https://x.com/eval_dan/status/1988226217254809867)  2025-11-11T12:44Z [--] followers, [--] engagements


"@Speedwell_LLC And I think they can reach the billion fast with hotels. As he said he can easily add supply. And the demand on the platform is already there"  
[X Link](https://x.com/eval_dan/status/1988359403234341071)  2025-11-11T21:33Z [--] followers, [--] engagements


"Exactly my thoughts. $DOCN"  
[X Link](https://x.com/eval_dan/status/1988609300680601760)  2025-11-12T14:06Z [--] followers, [---] engagements


"Airbnbs testing a kitchen stocking service that lets guests place Instacart orders before their stay $ABNB This makes total sense. The [--] other services I wouldn't use myself. A full fridge great"  
[X Link](https://x.com/eval_dan/status/1988950901923672269)  2025-11-13T12:43Z [--] followers, [--] engagements


"I like when shipping fast becomes culture. $PYPL"  
[X Link](https://x.com/eval_dan/status/1989827772014104851)  2025-11-15T22:48Z [--] followers, [--] engagements


"PayPal advertisement in the stadion at Liverpool $PYPL"  
[X Link](https://x.com/eval_dan/status/1992253077827801431)  2025-11-22T15:25Z [--] followers, [--] engagements


"$DOCN became by far my biggest position. 20%+ Somehow thinking to add more. Big fan of the product and the CEO"  
[X Link](https://x.com/eval_dan/status/1993653253058478540)  2025-11-26T12:09Z [--] followers, [--] engagements


"$DOCN @paddix was yesterday at the UBS Global Technology and AI Conference. Not much new but I'm hearing a lot of confidence. 18-20% growth [----]. Adding 70% extra megawatt next year. From 43MW to 73MW. Turned weakness of keeping big clients in to a strength. [--] figures contracts"  
[X Link](https://x.com/eval_dan/status/1995844577857859885)  2025-12-02T13:16Z [--] followers, [---] engagements


"$DOCN running on $MDB earnings"  
[X Link](https://x.com/eval_dan/status/1995865423439692005)  2025-12-02T14:39Z [--] followers, [--] engagements


"$ABNB expanding their hotel "test" to San Fransisco. After NY LA and Madrid"  
[X Link](https://x.com/eval_dan/status/1998173118746234992)  2025-12-08T23:29Z [--] followers, [--] engagements


"$DOCN new high of year coming soon"  
[X Link](https://x.com/eval_dan/status/1998446242855068119)  2025-12-09T17:34Z [--] followers, [---] engagements


"I missed the news that CTO & CPO Bratin Saha left $DOCN . He is now appointed as CEO New AI Company AIVista. Makes sense very talented guy. Digital Ocean will miss him. Curious who will replace him. Probably [--] people"  
[X Link](https://x.com/eval_dan/status/1998712197850247633)  2025-12-10T11:11Z [--] followers, [--] engagements


"$ABNB is getting some love. RBC Capital Upgrades $ABNB to Outperform from Sector Perform Raises PT to $170 from $145 Analyst comments: "After more than four years of being sidelined on the name we upgrade Airbnb to Outperform as an increasingly attractive brand monetization story with strong first-party https://t.co/WDthG7alRL RBC Capital Upgrades $ABNB to Outperform from Sector Perform Raises PT to $170 from $145 Analyst comments: "After more than four years of being sidelined on the name we upgrade Airbnb to Outperform as an increasingly attractive brand monetization story with strong"  
[X Link](https://x.com/eval_dan/status/2001248041471500297)  2025-12-17T11:08Z [--] followers, [--] engagements


"Why now and not [--] months ago the upgrades and love for $ABNB"  
[X Link](https://x.com/eval_dan/status/2001300320802996333)  2025-12-17T14:35Z [--] followers, [--] engagements


"@davidgu @paddix This could be a good @digitalocean client"  
[X Link](https://x.com/eval_dan/status/2001996432572579985)  2025-12-19T12:41Z [--] followers, [--] engagements


"$DOCN Were proud to partner with @AMD to move the needle on whats possible for AI. By integrating AMDs hardware with our inference-first platform customers are experiencing: 🚀 Faster inference w/ low latency 📉 Lower costs w/o sacrificing power 🌩 More scale & less complexity https://t.co/QB0ecdYYmM Were proud to partner with @AMD to move the needle on whats possible for AI. By integrating AMDs hardware with our inference-first platform customers are experiencing: 🚀 Faster inference w/ low latency 📉 Lower costs w/o sacrificing power 🌩 More scale & less complexity https://t.co/QB0ecdYYmM"  
[X Link](https://x.com/evally_dean/status/2008889557161594942)  2026-01-07T13:12Z [--] followers, [--] engagements


"The subtle push for hotels $ABNB"  
[X Link](https://x.com/evally_dean/status/2008951940881821730)  2026-01-07T17:20Z [--] followers, [--] engagements


"$DOCN https://www.digitalocean.com/blog/building-inference-cloud-what-comes-next https://www.digitalocean.com/blog/building-inference-cloud-what-comes-next"  
[X Link](https://x.com/evally_dean/status/2009697647507190145)  2026-01-09T18:43Z [--] followers, [---] engagements


"Another upgrade for $ABNB The vibe changed. [--] new things that I expect in 2026: - Focus on business travel - Discounts for 'super' guests (high rated guests)"  
[X Link](https://x.com/evally_dean/status/2010668394010538166)  2026-01-12T11:01Z [--] followers, [--] engagements


"$DOCN .@character_ai @AMD & #DigitalOcean are scaling the Qwen3-235B open-weight Mixture-of-Experts AI model to serve approximately 20M users. 🤖📈☁ This required tuning a 5600/140 (ISL/OSL) workload with FP8 inference on AMD Instinct MI325X GPUs to maximize request throughput https://t.co/tGKEVumkT5 .@character_ai @AMD & #DigitalOcean are scaling the Qwen3-235B open-weight Mixture-of-Experts AI model to serve approximately 20M users. 🤖📈☁ This required tuning a 5600/140 (ISL/OSL) workload with FP8 inference on AMD Instinct MI325X GPUs to maximize request throughput https://t.co/tGKEVumkT5"  
[X Link](https://x.com/evally_dean/status/2011064717679407241)  2026-01-13T13:16Z [--] followers, [---] engagements


"$DOCN the platform for AI https://t.co/eoQAYgk9pk runs a large scale real time inference platform with strict latency and reliability requirements. On DigitalOcean @character_ai runs this workload with roughly 2x higher inference throughput at the same latency envelope and about [--] percent lower cost https://t.co/eoQAYgk9pk runs a large scale real time inference platform with strict latency and reliability requirements. On DigitalOcean @character_ai runs this workload with roughly 2x higher inference throughput at the same latency envelope and about [--] percent lower cost"  
[X Link](https://x.com/evally_dean/status/2011155076187058363)  2026-01-13T19:15Z [--] followers, [---] engagements


"$ABNB Hotels"  
[X Link](https://x.com/evally_dean/status/2012857757544624534)  2026-01-18T12:01Z [--] followers, [--] engagements


"$DOCN looks solid and enterprise focused Were excited to welcome Vinay Kumar as #DigitalOceans CPTO. 🌊🦈 Vinay will lead product engineering infrastructure and security as we build the Inference Cloud for running #AI reliably in production with predictable performance cost efficiency and radically simple https://t.co/zizwUlLPsa Were excited to welcome Vinay Kumar as #DigitalOceans CPTO. 🌊🦈 Vinay will lead product engineering infrastructure and security as we build the Inference Cloud for running #AI reliably in production with predictable performance cost efficiency and radically simple"  
[X Link](https://x.com/evally_dean/status/2013644097718784495)  2026-01-20T16:05Z [--] followers, [---] engagements


"$ABNB in a recent interview Chesky said that Hotels will be probably the first reaching 1B revenue of the new businesses. Experiences is ahead for now because it was there already. And it will take 3-5 years probably to reach it"  
[X Link](https://x.com/evally_dean/status/2013896359036813593)  2026-01-21T08:48Z [--] followers, [--] engagements


"Where is the @digitalocean integration @AnthropicAI Claude Code is amazing https://code.claude.com/docs/en/third-party-integrations https://code.claude.com/docs/en/third-party-integrations"  
[X Link](https://x.com/evally_dean/status/2014630625899147534)  2026-01-23T09:25Z [--] followers, [--] engagements


"#clawdbot This is awesome $DOCN https://t.co/5ukJ98psVE https://t.co/5ukJ98psVE"  
[X Link](https://x.com/evally_dean/status/2015813904895520824)  2026-01-26T15:47Z [--] followers, [---] engagements


"$DOCN doesn't look like it's done today"  
[X Link](https://x.com/evally_dean/status/2015825780161261716)  2026-01-26T16:34Z [--] followers, [--] engagements


"I think this is only the beginning. $DOCN BofA Raises PT on $DOCN to $72 from $60 - Buy Analyst comments: "Digital Ocean is trading higher as agentic AI assistants specifically Clawdbot gain traction across developer communities showing agentic AI is more immediate and deployable than previously understood. Clawdbot BofA Raises PT on $DOCN to $72 from $60 - Buy Analyst comments: "Digital Ocean is trading higher as agentic AI assistants specifically Clawdbot gain traction across developer communities showing agentic AI is more immediate and deployable than previously understood. Clawdbot"  
[X Link](https://x.com/evally_dean/status/2016126476542767105)  2026-01-27T12:29Z [--] followers, [--] engagements


"$ASML strong. Bookings =) easy hold"  
[X Link](https://x.com/evally_dean/status/2016443937049772309)  2026-01-28T09:31Z [--] followers, [--] engagements


"$ABNB Hotels keeps expanding to more cities Miami Las Vegas Seattle and Paris. Paris with 100+ hotels on the platform"  
[X Link](https://x.com/evally_dean/status/2016824354848252378)  2026-01-29T10:42Z [--] followers, [--] engagements


"$ABNB Washington & Chicago too. $ABNB Hotels keeps expanding to more cities Miami Las Vegas Seattle and Paris. Paris with 100+ hotels on the platform. https://t.co/4VNHaybLXI $ABNB Hotels keeps expanding to more cities Miami Las Vegas Seattle and Paris. Paris with 100+ hotels on the platform. https://t.co/4VNHaybLXI"  
[X Link](https://x.com/evally_dean/status/2018292708222136673)  2026-02-02T11:57Z [--] followers, [--] engagements


"$PYPL Painpal. Good luck tomorrow @acce . I have the strange confidence it will be good. I bought a few more. But also for me this earnings call is key. $PYPL Im writing this ahead of earnings because Im genuinely debating trimming or exiting PayPal and its not because of the chart a single quarters numbers or me being impatient about holding time. This is a thesis check. The business is still solid but the investment $PYPL Im writing this ahead of earnings because Im genuinely debating trimming or exiting PayPal and its not because of the chart a single quarters numbers or me being impatient"  
[X Link](https://x.com/evally_dean/status/2018420115151176007)  2026-02-02T20:23Z [--] followers, [---] engagements


"$ABNB Great year ahead. Weak dollar helps. Big events. Pushing hotels. They seem to ramp up hiring. Discount program for loyal high rated guests coming up"  
[X Link](https://x.com/evally_dean/status/2019071839595593760)  2026-02-04T15:33Z [--] followers, [--] engagements


"$ABNB London now also offers hotels"  
[X Link](https://x.com/evally_dean/status/2019364131208351799)  2026-02-05T10:55Z [--] followers, [--] engagements


"$ABNB hotel rollout. Amsterdam Lisbon Barcelona"  
[X Link](https://x.com/evally_dean/status/2019773407215210500)  2026-02-06T14:01Z [--] followers, [--] engagements


"Airbnb and Delta teaming up. $ABNB $DAL Not sure if this is announced yet. Link in comment"  
[X Link](https://x.com/evally_dean/status/2019907792404984140)  2026-02-06T22:55Z [--] followers, [--] engagements


"$ABNB with growth accelerating and there new businesses. For this price. Seems like a safe bet"  
[X Link](https://x.com/evally_dean/status/2022058661397561693)  2026-02-12T21:22Z [--] followers, [--] engagements


"@chitchatstocks Nice podcast episodes guys $YELP is a fun idea. Do you see any potential in any of their AI initiatives Yelp Assistant and Yelp Host. AI is an opportunity for everybody. With their data they should be able to do interesting things. But not sure if management can do it"  
[X Link](https://x.com/evally_dean/status/1978565494182498753)  2025-10-15T20:55Z [--] followers, [---] engagements


"$DOCN the best vibe code investment"  
[X Link](https://x.com/evally_dean/status/2019861654398464316)  2026-02-06T19:52Z [--] followers, [--] engagements


"$DOCN while growing really fast with the enterprise clients. The surge of small clients will be also huge Definition of productivity aside Digital Ocean $DOCN and Cloudflare $NET should at least be beneficiaries of this site/app volume growth acceleration near-term Definition of productivity aside Digital Ocean $DOCN and Cloudflare $NET should at least be beneficiaries of this site/app volume growth acceleration near-term"  
[X Link](https://x.com/evally_dean/status/2020474196950655372)  2026-02-08T12:26Z [--] followers, [---] engagements


"Is it time for $ABNB to go in to hostels it is social. great demographic. stay loyal to @airbnb. hostel-goers travel their whole life"  
[X Link](https://x.com/evally_dean/status/2020475945992310975)  2026-02-08T12:32Z [--] followers, [--] engagements


"$GTLB very interesting. This looks like the next $DOCN"  
[X Link](https://x.com/evally_dean/status/2020963165161607631)  2026-02-09T20:49Z [--] followers, [---] engagements


"$NET revenue growth accelerating. For $DOCN it is happening too"  
[X Link](https://x.com/evally_dean/status/2021351327981555717)  2026-02-10T22:31Z [--] followers, [---] engagements


"$ABNB earnings today. Updates on Services Experiences and Hotels would be great. Next business Discount program for high rated guests @bchesky earning calls are always fun"  
[X Link](https://x.com/evally_dean/status/2021971667744960717)  2026-02-12T15:36Z [--] followers, [--] engagements


"@JakeMRuth @BullishBets0 Yep. @bchesky explained this also on the earnings call. How extremely hard it is to build something like this. Verified accounts support insurance etc etc"  
[X Link](https://x.com/evally_dean/status/2022235640843370991)  2026-02-13T09:05Z [--] followers, [--] engagements


"Also expect some upgrades $ABNB"  
[X Link](https://x.com/evally_dean/status/2022320397954232810)  2026-02-13T14:42Z [--] followers, [--] engagements


"$ABNB This is exactly what I hoped to see. Re-accelerating growth. Moving fast. Growing the new initiatives. There is still an untapped ads business and a loyalty program coming up. Testing new services like airport pick up and grocery delivery"  
[X Link](https://x.com/evally_dean/status/2022295428671185399)  2026-02-13T13:02Z [--] followers, [--] engagements


"$DOCN a gift that doesnt stop giving. Agentic coding is real. And it is here to stay. Massive tailwind for Digital Ocean. Hopefully reflected in the earnings =)"  
[X Link](https://x.com/evally_dean/status/2022391228147605912)  2026-02-13T19:23Z [--] followers, [--] engagements


"$ABNB not bad. I like the outlook a lot. Focus on revenue growth is working"  
[X Link](https://x.com/evally_dean/status/2022056103446814877)  2026-02-12T21:11Z [--] followers, [--] engagements


"In Q4 [----] we saw particularly strong performance in Brazil and Japan and India became one of our fastest-growing countries on an origin basis with nights booked up 50% yearover-year. $ABNB good stuff"  
[X Link](https://x.com/evally_dean/status/2022057181131198496)  2026-02-12T21:16Z [--] followers, [--] engagements


"$GTLB becomes more and more a no brainer. Look at $FSLY and $DOCN . Ripping because of more deployments. Gitlab is a tool to help to deploy and to keep track of changes. Thats obviously more needed now. GitHub and Gitlab are the main tools for that"  
[X Link](https://x.com/evally_dean/status/2022577472726835357)  2026-02-14T07:43Z [--] followers, [---] engagements


"@tickerplus Do you have also a Gitlab dashboard"  
[X Link](https://x.com/evally_dean/status/2022601469887725921)  2026-02-14T09:19Z [--] followers, [--] engagements

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