# ![@longshorteqt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1874498358821167104.png) @longshorteqt longshorteqt

longshorteqt posts on X about ai, $ddog, growth, $wday the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1874498358821167104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874498358821167104/c:line/m:interactions.svg)

- [--] Week [------] -30%
- [--] Month [------] +2,116%
- [--] Months [------] +825,260%
- [--] Year [------] +19,461%

### Mentions: [--] [#](/creator/twitter::1874498358821167104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874498358821167104/c:line/m:posts_active.svg)

- [--] Month [--] +70%
- [--] Months [--] +5,700%
- [--] Year [--] +2,800%

### Followers: [--] [#](/creator/twitter::1874498358821167104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874498358821167104/c:line/m:followers.svg)

- [--] Week [--] +22%
- [--] Month [--] +100%
- [--] Year [--] +531%

### CreatorRank: [---------] [#](/creator/twitter::1874498358821167104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874498358821167104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [exchanges](/list/exchanges)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [events](/list/events) 

**Social topic influence**
[ai](/topic/ai), [$ddog](/topic/$ddog) #87, [growth](/topic/growth), [$wday](/topic/$wday), [$amzn](/topic/$amzn), [$fivn](/topic/$fivn), [anthropic](/topic/anthropic) #3824, [business](/topic/business), [acquisition](/topic/acquisition) #726, [$shop](/topic/$shop)

**Top accounts mentioned or mentioned by**
[@shomikghosh21](/creator/undefined) [@jaredsleeper](/creator/undefined) [@ragingventures](/creator/undefined) [@stevehouf](/creator/undefined) [@navan](/creator/undefined) [@iconiqcapital](/creator/undefined) [@ringcentral](/creator/undefined) [@lfgcap](/creator/undefined) [@techfundies](/creator/undefined) [@chitchatstocks](/creator/undefined) [@wallstengine](/creator/undefined) [@tanayj](/creator/undefined) [@salesforce](/creator/undefined) [@hubspot](/creator/undefined) [@saxenapuru](/creator/undefined) [@midnightcaptl](/creator/undefined) [@thebenschmark](/creator/undefined) [@ryanreeves](/creator/undefined) [@hhhypergrowth](/creator/undefined) [@tryramp](/creator/undefined)

**Top assets mentioned**
[Datadog Inc (DDOG)](/topic/$ddog) [Workday Inc (WDAY)](/topic/$wday) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [FIVE9, INC. (FIVN)](/topic/$fivn) [Shopify Inc (SHOP)](/topic/$shop) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Toast, Inc. (TOST)](/topic/$tost) [Now Coin (NOW)](/topic/$now) [Zoom Video Communications Inc (ZM)](/topic/$zm) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Treehouse (TREE)](/topic/$tree) [Maplebear Inc. (CART)](/topic/$cart) [SAP SE (SAP)](/topic/$sap) [SATS (Ordinals) (SATS)](/topic/$sats) [Etsy Inc (ETSY)](/topic/$etsy) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Rapids (RPD)](/topic/$rpd) [Cisco Systems Inc (CSCO)](/topic/$csco) [Zscaler Inc (ZS)](/topic/$zs) [Salesforce Inc (CRM)](/topic/$crm) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Shake Shack Inc. (SHAK)](/topic/$shak) [Wall Street Memes (WSM)](/topic/$wsm) [Elastic N.V. (ESTC)](/topic/$estc) [Splunk Inc (SPLK)](/topic/$splk) [Morgan Stanley (MS)](/topic/morgan-stanley) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Klarna Group plc (KLAR)](/topic/$klar) [RINGCENTRAL, INC. (RNG)](/topic/$rng) [Snowflake Inc. (SNOW)](/topic/$snow) [Okta Inc (OKTA)](/topic/$okta) [Cloudflare, Inc. (NET)](/topic/cloudflare) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Microsoft Corp. (MSFT)](/topic/$msft) [J M Smucker Co (SJM)](/topic/$sjm) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Uber Technologies, Inc. (UBER)](/topic/uber) [RH (RH)](/topic/$rh) [Wormhole (W)](/topic/$w) [Arhaus, Inc.  (ARHS)](/topic/$arhs) [DISH Network Corp (DISH)](/topic/$dish) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [Intel Corporation (INTC)](/topic/$intc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Will be interesting to see if/how this trend continues. $SJM $NESN.SW "The weight loss drugs which are currently administered in the form of regular injections may already be reversing America's obesity crisis." https://t.co/EZ1FrMuljp https://t.co/mSm7tdCW5J "The weight loss drugs which are currently administered in the form of regular injections may already be reversing America's obesity crisis." https://t.co/EZ1FrMuljp https://t.co/mSm7tdCW5J"  
[X Link](https://x.com/longshorteqt/status/1874922070389543147)  2025-01-02T20:53Z [--] followers, [--] engagements


"Solid results for an NYC FSD test but still seems far from unsupervised robotaxis. $TSLA $GOOGL $UBER $LYFT Spent a few hours testing FSD v13 with @stevehouf in Manhattan yesterday (X community is the best). We hit the busiest spotsSoHo FiDi (WTC) Brooklyn Bridge Chinatown etc. FSD passed my "big city test." Manhattan's chaos is infamous and FSD performed better than expected. https://t.co/4gHKAG9ybI Spent a few hours testing FSD v13 with @stevehouf in Manhattan yesterday (X community is the best). We hit the busiest spotsSoHo FiDi (WTC) Brooklyn Bridge Chinatown etc. FSD passed my "big city"  
[X Link](https://x.com/longshorteqt/status/1875013750434168868)  2025-01-03T02:58Z [--] followers, [---] engagements


"Data showing casual-dining chains taking share of traffic from QSR is good for $TOST relative to some of their more QSR-focused peers. https://www.wsj.com/business/hospitality/chilis-pays-fat-bonuses-to-staff-after-record-setting-sales-ae6b3d3d https://www.wsj.com/business/hospitality/chilis-pays-fat-bonuses-to-staff-after-record-setting-sales-ae6b3d3d"  
[X Link](https://x.com/longshorteqt/status/1959609161672737064)  2025-08-24T13:30Z [--] followers, [---] engagements


"US consumer spending on furniture was already weakening in August. $WSM $RH $W $ARHS Bad news for $WSM $W $RH etc. Bad news for $WSM $W $RH etc"  
[X Link](https://x.com/longshorteqt/status/1960019224614805600)  2025-08-25T16:39Z [--] followers, [---] engagements


"Huge day for $SATS / $DISH bulls. AT&T is to buy spectrum licenses from EchoStar for about $23 billion in a deal that will expand the telecommunications companys US network https://t.co/DemuDYsR3N AT&T is to buy spectrum licenses from EchoStar for about $23 billion in a deal that will expand the telecommunications companys US network https://t.co/DemuDYsR3N"  
[X Link](https://x.com/longshorteqt/status/1960315084544061522)  2025-08-26T12:15Z [--] followers, [---] engagements


"In small cap software land: $DOMO seems to be up 20% today off a TD Cowen upgrade to Buy (from Hold) and PT raised to $21 (from $13). Also moved their earnings call up by [--] day (to Wed Aug 27)"  
[X Link](https://x.com/longshorteqt/status/1960344746896814469)  2025-08-26T14:13Z [--] followers, [--] engagements


"Truly. The management team at $WSM have proven themselves to be extremely good operators. Easier shorts out there. I know a number of short sellers that were highly skeptical of the sustainability of $WSM margins over the past 3-5 years. It was a good short for about an 18-month period during the acute rate hike cycle in 2022-23. At this stage the company has endured a historically weak I know a number of short sellers that were highly skeptical of the sustainability of $WSM margins over the past 3-5 years. It was a good short for about an 18-month period during the acute rate hike cycle in"  
[X Link](https://x.com/longshorteqt/status/1960698743365238842)  2025-08-27T13:39Z [--] followers, [---] engagements


"US restaurant sales growth looks stable/accelerating in August (Consumer Edge/Earnest data). Should be good for $TOST"  
[X Link](https://x.com/longshorteqt/status/1961241668402782422)  2025-08-29T01:37Z [--] followers, [---] engagements


"$SPOT continues to take market share in music streaming from $AAPL and $AMZN. Plenty additional share to gain. Spotify grew market share of US music streaming subscribers from 31% to 37% from 2020-2024 compared to Apple Musics decline from 30% to 25%. https://t.co/eRzlhkTzFw Spotify grew market share of US music streaming subscribers from 31% to 37% from 2020-2024 compared to Apple Musics decline from 30% to 25%. https://t.co/eRzlhkTzFw"  
[X Link](https://x.com/longshorteqt/status/1961249926719181241)  2025-08-29T02:09Z [--] followers, [---] engagements


"Illustrates Temus lost market share in US e-commerce since April this yr. Although it has ramped advertising efforts to recapture share over the last couple months. Relevant for $SHOP $ETSY and their merchants"  
[X Link](https://x.com/longshorteqt/status/1961253316786331998)  2025-08-29T02:23Z [--] followers, [---] engagements


"$INTC $INTC CFO this week describing the new investment by the U.S. government: "This was a quick way of getting initially $5.7B in the door. By the way we have received it. We got it last night.It eliminated the need to access capital markets in any other way in the near term" https://t.co/U4aqrw84PO $INTC CFO this week describing the new investment by the U.S. government: "This was a quick way of getting initially $5.7B in the door. By the way we have received it. We got it last night.It eliminated the need to access capital markets in any other way in the near term" https://t.co/U4aqrw84PO"  
[X Link](https://x.com/longshorteqt/status/1961964036066615342)  2025-08-31T01:27Z [--] followers, [---] engagements


"$CRWD leaning further into SIEM likely puts greater pressure on $RPD $ESTC and possibly even $SPLK / $CSCO. https://www.channelfutures.com/mergers-acquisitions/crowdstrike-falcon-empowered-through-onum-deal https://www.channelfutures.com/mergers-acquisitions/crowdstrike-falcon-empowered-through-onum-deal"  
[X Link](https://x.com/longshorteqt/status/1962340849548706045)  2025-09-01T02:24Z [--] followers, [---] engagements


"$TSM (share of revenue) TSMC Surpasses 70% Foundry Market Share in Q2 https://t.co/S3pGdX6gTb TSMC Surpasses 70% Foundry Market Share in Q2 https://t.co/S3pGdX6gTb"  
[X Link](https://x.com/longshorteqt/status/1962722274412228962)  2025-09-02T03:40Z [--] followers, [---] engagements


"MS upgrading $SAIL expecting them to sustain 20% ARR growth. Morgan Stanley Upgrades $SAIL to Overweight from Equalweight PT at $25 Analyst comments: "We believe SailPoint is well-positioned to expand its presence in the identity market. SailPoint is a category leader commanding over 20% market share in the identity governance and Morgan Stanley Upgrades $SAIL to Overweight from Equalweight PT at $25 Analyst comments: "We believe SailPoint is well-positioned to expand its presence in the identity market. SailPoint is a category leader commanding over 20% market share in the identity"  
[X Link](https://x.com/longshorteqt/status/1962842340285952101)  2025-09-02T11:37Z [--] followers, [--] engagements


"$ZS moving more aggressively SIEM and raising the competitive intensity for $RPD $ESTC $CSCO ( $SPLK) https://www.crn.com/news/security/2025/zscaler-ceo-ai-powered-secops-platform-is-surging-eliminating-legacy-siems $CRWD leaning further into SIEM likely puts greater pressure on $RPD $ESTC and possibly even $SPLK / $CSCO. https://t.co/JNKweEKq0I https://www.crn.com/news/security/2025/zscaler-ceo-ai-powered-secops-platform-is-surging-eliminating-legacy-siems $CRWD leaning further into SIEM likely puts greater pressure on $RPD $ESTC and possibly even $SPLK / $CSCO. https://t.co/JNKweEKq0I"  
[X Link](https://x.com/longshorteqt/status/1963582750109143148)  2025-09-04T12:39Z [--] followers, [---] engagements


"More good news for $SATS + $8.5bn in SpaceX stock. $DXYZ SPACEX AGREES TO BUY WIRELESS AIRWAVES IN $17 BILLION DEAL SpaceX has agreed to pay up to $17 billion for the rights to use some of EchoStar's valuable spectrum for cellphone service. EchoStar said Monday that SpaceX agreed to pay $8.5 billion in cash and up to $8.5 SPACEX AGREES TO BUY WIRELESS AIRWAVES IN $17 BILLION DEAL SpaceX has agreed to pay up to $17 billion for the rights to use some of EchoStar's valuable spectrum for cellphone service. EchoStar said Monday that SpaceX agreed to pay $8.5 billion in cash and up to $8.5"  
[X Link](https://x.com/longshorteqt/status/1965032551921389782)  2025-09-08T12:40Z [--] followers, [---] engagements


"Netskope ( $NTSK) a smaller cyber/SASE comp to $ZS (and $PANW) is looking to IPO at a $6.5B valuation (9x ARR growing 33%). Last private valuation was $7.5B in Jul21. $ZS is currently valued 14x ARR growing 22%. No reason why $NTSK cant trade at $10-15B in todays market"  
[X Link](https://x.com/longshorteqt/status/1965169122897264881)  2025-09-08T21:43Z [--] followers, [---] engagements


"Guggenheim estimates OpenAI spend on $DDOG is 5% of $DDOG total ARR. If accurate would be a meaningful headwind if scaled down over time. Although not sure what a move like this would signal for OpenAIs own growth expectations. OpenAIs annualized spend on Datadog this year is $150M per Guggenheim. Coinbase was spending $65m on Datadog the year it went public and was able to optimize it to $15M over the course of a year. Wonder if OpenAI does something similar. OpenAIs annualized spend on Datadog this year is $150M per Guggenheim. Coinbase was spending $65m on Datadog the year it went public"  
[X Link](https://x.com/longshorteqt/status/1965610719069831191)  2025-09-10T02:58Z [--] followers, [---] engagements


"Apparently $TOST price reduction circulated by Baird on Monday was an error and has already been corrected. This is a $20B business but I guess mistakes happen. Platform Aeronaut Dispatch No. [--] Navan IPO Filing Toast Pricing Error Navan $NAVN IPO Filing @Navan filed their S-1 revealing 29% revenue growth in the quarter ending Jul [--] [----] ($172m). The company did $614m in LTM revenue on $7.6B of GBV (a 12% take rate) with 71% gross https://t.co/FRl3vkOm8o Platform Aeronaut Dispatch No. [--] Navan IPO Filing Toast Pricing Error Navan $NAVN IPO Filing @Navan filed their S-1 revealing 29% revenue"  
[X Link](https://x.com/longshorteqt/status/1971207519147261978)  2025-09-25T13:37Z [--] followers, [---] engagements


"$DDOG up on BMO analyst raised price target. $DDOG : BMO Capital reiterates   $ (from $130) Analyst sees upside revenue tension driving valuation reset. https://t.co/sjqbNFZlo9 $DDOG : BMO Capital reiterates   $ (from $130) Analyst sees upside revenue tension driving valuation reset. https://t.co/sjqbNFZlo9"  
[X Link](https://x.com/longshorteqt/status/1972726793355640866)  2025-09-29T18:14Z [--] followers, [---] engagements


"$RDDT selling off on news ChatGPT has meaningfully reduced its sourcing of Reddit content. Apparently ChatGPT is not using Reddit much anymore for their answers. I guess they realized that what random people say cant be considered a trusted source after all. You can all stop spamming it with your fake brand mentions now. https://t.co/PrDuFJhpNz Apparently ChatGPT is not using Reddit much anymore for their answers. I guess they realized that what random people say cant be considered a trusted source after all. You can all stop spamming it with your fake brand mentions now."  
[X Link](https://x.com/longshorteqt/status/1973367956173365284)  2025-10-01T12:42Z [--] followers, [---] engagements


"+ concerns re: Amazon FBA competitive intensity increasing in Brazil (circulated in BofA note) $MELI Got to wonder what made $MELI dip today. Fears around Argentina as shown by most of the biggest argentinian companies taking it to the chin today. Few other potential catalysts like AI shopping experience and partnerships today. If someone has more info feel free to comment. Got to wonder what made $MELI dip today. Fears around Argentina as shown by most of the biggest argentinian companies taking it to the chin today. Few other potential catalysts like AI shopping experience and partnerships"  
[X Link](https://x.com/longshorteqt/status/1973398304588169313)  2025-10-01T14:43Z [--] followers, [---] engagements


"Gen Z financial challenges and competition (aggressive marketing) from casual-dining chains cited as drivers of the weakness in fast-casual. $TOST $FOUR $PAR https://www.wsj.com/business/hospitality/fast-casual-chains-struggle-as-diners-ditch-pricey-bowls-for-cheaper-eats-b4de5f91 https://www.wsj.com/business/hospitality/fast-casual-chains-struggle-as-diners-ditch-pricey-bowls-for-cheaper-eats-b4de5f91"  
[X Link](https://x.com/longshorteqt/status/1959623498009293130)  2025-08-24T14:27Z [--] followers, [---] engagements


"Thoma Bravo is acquiring $VRNT the leader in workforce engagement management. they should buy $FIVN for CCaaS next. Thoma Bravo is close to buying Verint Systems $VRNT in a deal valuing the call center software maker at about $2B including debt per Bloomberg. The company has been public since [----] serves 10000+ customers across [---] countries and has recently seen AI adoption boost demand Thoma Bravo is close to buying Verint Systems $VRNT in a deal valuing the call center software maker at about $2B including debt per Bloomberg. The company has been public since [----] serves 10000+ customers"  
[X Link](https://x.com/longshorteqt/status/1959948764384317951)  2025-08-25T11:59Z [--] followers, [---] engagements


"$NOW (at a BBG event) says their customer service agent headcount is flat over the last 2yrs even as a major user and vendor of AI. Maybe an outlier given $NOW s growth but suggests headwinds to CCaaS vendors like $FIVN and $NICE are exaggerated. https://youtu.be/5-TgosbVtt8si=-aGu4XtNkc_4df72 https://youtu.be/5-TgosbVtt8si=-aGu4XtNkc_4df72"  
[X Link](https://x.com/longshorteqt/status/1962622978740699329)  2025-09-01T21:05Z [--] followers, [---] engagements


"Anthropic now valued at $183bn on $5bn ARR (+$4bn or +500% ytd). what a time to be alive We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research. We've raised $13 billion at a $183 billion post-money valuation. This investment led by @ICONIQCapital will help us expand our capacity improve model capabilities and deepen our safety research"  
[X Link](https://x.com/longshorteqt/status/1962923493932032294)  2025-09-02T17:00Z [--] followers, [---] engagements


"IPO-bound Klarna ( $KLAR) is reportedly pulling employees from all across their business and moving them into customer service anecdotal but a reversal from an early and vocal proponent of using AI to lower CX headcount. Reads positive for CCaaS vendors incl. $FIVN & $NICE"  
[X Link](https://x.com/longshorteqt/status/1963585912115204388)  2025-09-04T12:52Z [--] followers, [---] engagements


"$RNG is making a small WFM acquisition to strengthen its CCaaS offering. Seems to be an ongoing trend in the industry. $FIVN $NICE $VRNT RingCentral announced the acquisition of CommunityWFM a cloud-based AI-first contact center workforce management software solution. Adds #WFM capabilities to @RingCentral 's RingCX contact center platform. #CX #CCaaS https://t.co/ZEQd4dnZ0Z RingCentral announced the acquisition of CommunityWFM a cloud-based AI-first contact center workforce management software solution. Adds #WFM capabilities to @RingCentral 's RingCX contact center platform. #CX #CCaaS"  
[X Link](https://x.com/longshorteqt/status/1965064972570165590)  2025-09-08T14:49Z [--] followers, [---] engagements


"Vista looking to dump its 34% stake in $JAMF (according to Reuters). Stock is up 50% since their Q2 earnings beat early Aug so might as well try to get out while the getting is good. Really testing the SaaS sh*tco bid"  
[X Link](https://x.com/longshorteqt/status/1966901762885120495)  2025-09-13T16:28Z [--] followers, [---] engagements


"2025 ISG Contact Centers Buyers Guide paints a more complete picture of how crowded the CC tech industry is. No surprise $NICE and Genesys are ranked as leaders. $FIVN closing the gap. $CXM (Sprinklr) rated highly - just waiting to see if they show up in Gartners next report"  
[X Link](https://x.com/longshorteqt/status/1971790829426803123)  2025-09-27T04:15Z [--] followers, [---] engagements


"AI adoption is apparently declining at larger firms. Not sure exactly what is driving this (poor ROI) but reads counter to the bear case for a lot of SaaS cos. $FIVN $CRM"  
[X Link](https://x.com/longshorteqt/status/1973780427010953644)  2025-10-02T16:01Z [--] followers, [---] engagements


"So $DDOG is down -4% today because $PANW is buying an observability startup/comp Seems overblown. Palo Alto Networks to Buy Chronosphere for $3.35 Billion Posts Higher Revenue https://t.co/OUcLlRgwv8 Palo Alto Networks to Buy Chronosphere for $3.35 Billion Posts Higher Revenue https://t.co/OUcLlRgwv8"  
[X Link](https://x.com/longshorteqt/status/1991527109383319671)  2025-11-20T15:20Z [--] followers, [---] engagements


"$WDAY $ZS $PD not helping today. Goldman: Software sits at around the lowest vs semis in the past [--] years. https://t.co/I98sJHaCAF Goldman: Software sits at around the lowest vs semis in the past [--] years. https://t.co/I98sJHaCAF"  
[X Link](https://x.com/longshorteqt/status/1993696496856784970)  2025-11-26T15:01Z [--] followers, [---] engagements


"More data on $goog Gemini taking share (from ChatGPT) Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users https://t.co/du8gL9yqQ0 Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users https://t.co/du8gL9yqQ0"  
[X Link](https://x.com/longshorteqt/status/1995142272271384946)  2025-11-30T14:46Z [--] followers, [---] engagements


"$par lol CTO of PAR doing tegus calls for $500/hr lmao https://t.co/aw9lPPyuIs CTO of PAR doing tegus calls for $500/hr lmao https://t.co/aw9lPPyuIs"  
[X Link](https://x.com/longshorteqt/status/1995309310188921003)  2025-12-01T01:49Z [--] followers, [---] engagements


"$wday Workday is one of the few public software companies to report product attach rates at an individual product level https://t.co/LF9Q0ECjX0 Workday is one of the few public software companies to report product attach rates at an individual product level https://t.co/LF9Q0ECjX0"  
[X Link](https://x.com/longshorteqt/status/1999566423274975720)  2025-12-12T19:46Z [--] followers, [--] engagements


"VC investor/insider Lightspeed selling more $RBRK Goldman Sachs Reiterates Buy on $RBRK PT $120 Reiterate our Buy rating on Rubrik following a -17% pullback in the stock vs. post-F3Q earnings highs. The recent pressure coincides with: 1) Lightspeeds in-kind distribution of 3M+ shares (starting Dec. 11) and 2) a broader Goldman Sachs Reiterates Buy on $RBRK PT $120 Reiterate our Buy rating on Rubrik following a -17% pullback in the stock vs. post-F3Q earnings highs. The recent pressure coincides with: 1) Lightspeeds in-kind distribution of 3M+ shares (starting Dec. 11) and 2) a broader"  
[X Link](https://x.com/longshorteqt/status/2001974770246803726)  2025-12-19T11:15Z [--] followers, [---] engagements


"$SNOW moving into observability likely being viewed as a threat to $DDOG $SNOW : Baird reiterates Outperform maintains  $ Analyst sees rumored Observe deal as digestible and strategically sound with low integration risk. https://t.co/NKgRw3ecTM $SNOW : Baird reiterates Outperform maintains  $ Analyst sees rumored Observe deal as digestible and strategically sound with low integration risk. https://t.co/NKgRw3ecTM"  
[X Link](https://x.com/longshorteqt/status/2003844609525559655)  2025-12-24T15:05Z [--] followers, [---] engagements


"$PANW continuing its acquisition spree supposedly in talks to acquire 1yr old cyber startup Koi for $400M this is after announcing acquisitions of CyberArk for $25B Chronosphere for $3.35B and Protect AI for $500M lots of inorganic growth as NNARR growth deteriorates"  
[X Link](https://x.com/longshorteqt/status/2007891939350499472)  2026-01-04T19:08Z [--] followers, [---] engagements


"$goog continues to take share from openai First Global AI Tracker of [----] Gen AI Website Worldwide Traffic Share Key Takeaways: Gemini surpassed the 20% share benchmark. Grok surpasses 3% and is approaching DeepSeek. ChatGPT drops below the 65% mark. 🗓 [--] Months Ago: ChatGPT: 86.7% Gemini: 5.7% https://t.co/D1lNf1G5sr First Global AI Tracker of [----] Gen AI Website Worldwide Traffic Share Key Takeaways: Gemini surpassed the 20% share benchmark. Grok surpasses 3% and is approaching DeepSeek. ChatGPT drops below the 65% mark. 🗓 [--] Months Ago: ChatGPT: 86.7% Gemini: 5.7% https://t.co/D1lNf1G5sr"  
[X Link](https://x.com/longshorteqt/status/2008896668566008274)  2026-01-07T13:41Z [--] followers, [--] engagements


"surprised $okta isnt trading lower on this $crwd acquisition $CRWD agreed to acquire identity security startup SGNL for $740M expanding Falcons identity layer. It points to where the AI economy is heading where identity isnt just people logging in but AI agents services & autonomous systems acting on behalf of the business. https://t.co/bLoITjEAi7 $CRWD agreed to acquire identity security startup SGNL for $740M expanding Falcons identity layer. It points to where the AI economy is heading where identity isnt just people logging in but AI agents services & autonomous systems acting on behalf"  
[X Link](https://x.com/longshorteqt/status/2009327867692532129)  2026-01-08T18:14Z [--] followers, [---] engagements


"Good for $TREE - lets get those refi numbers up 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b 30-year mortgage rates drop 0.22% to 5.99% first print (barely) below 6% since August 2022: https://t.co/213WE4qj7b"  
[X Link](https://x.com/longshorteqt/status/2009708332077178996)  2026-01-09T19:26Z [--] followers, [--] engagements


"Tier [--] () enterprise win for $PAR validates the bull case with Papa Johns replacing its legacy systems with PAR POS and OPS across 3200+ US restaurants by end of [----]. It has been [--] months since the last Tier [--] deal was announced with Burger King. https://www.businesswire.com/news/home/20260112168759/en/Papa-Johns-Partners-with-PAR-Technology-to-Power-POS-and-OPS-Transformation-Across-3200-U.S.-Restaurants https://www.businesswire.com/news/home/20260112168759/en/Papa-Johns-Partners-with-PAR-Technology-to-Power-POS-and-OPS-Transformation-Across-3200-U.S.-Restaurants"  
[X Link](https://x.com/longshorteqt/status/2010845811962179717)  2026-01-12T22:46Z [--] followers, [---] engagements


"https://www.prnewswire.com/news-releases/kroger-launches-fast-convenient-delivery-on-uber-apps-nationwide-302661566.html https://www.prnewswire.com/news-releases/kroger-launches-fast-convenient-delivery-on-uber-apps-nationwide-302661566.html"  
[X Link](https://x.com/longshorteqt/status/2011805112843325512)  2026-01-15T14:18Z [--] followers, [--] engagements


"Berstein showing love for $DDOG and downplaying the risk that Chronosphere / $PANW pushes $DDOG out of OpenAI $DDOG : Bernstein reiterates maintains  $ Analyst calls it favorite H126 cloud infra idea despite competitive pressure from Palo Alto and OpenAI slowdown; expects 55% Born-in-AI growth in [--]. https://t.co/iBIZFoiUiB $DDOG : Bernstein reiterates maintains  $ Analyst calls it favorite H126 cloud infra idea despite competitive pressure from Palo Alto and OpenAI slowdown; expects 55% Born-in-AI growth in [--]. https://t.co/iBIZFoiUiB"  
[X Link](https://x.com/longshorteqt/status/2014016080985940418)  2026-01-21T16:43Z [--] followers, [---] engagements


"More context on the priced-in Chronosphere risk to $DDOG UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU infrastructure. UBS on OpenAI potentially moving away from $DDOG: We understand that OpenAI has at least two observability platforms including a custom-built one for model monitoring and Datadog (and others) for monitoring how OpenAIs products are interfacing with its GPU"  
[X Link](https://x.com/longshorteqt/status/2014027825594978478)  2026-01-21T17:30Z [--] followers, [--] engagements


"Classic TACO - now just need $SHOP to flip green pls and ty 🚨 TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND 🚨 TRUMP: BASED UPON THIS UNDERSTANDING I WILL NOT BE IMPOSING TARIFFS THAT WERE SCHEDULED TO GO INTO EFFECT ON FEBRUARY 1ST TRUMP: SAYS AFTER RUTTE MEETING: WE HAVE FORMED FRAMEWORK OF A FUTURE DEAL WITH RESPECT TO GREENLAND"  
[X Link](https://x.com/longshorteqt/status/2014063883170816294)  2026-01-21T19:53Z [--] followers, [---] engagements


"@lfg_cap Digital Ocean $DOCN and Cloudflare $NET likely to benefit too these apps have to be hosted somewhere"  
[X Link](https://x.com/longshorteqt/status/2014104253380346326)  2026-01-21T22:34Z [--] followers, [---] engagements


"Gemini share gains at OpenAIs expense not slowing down $GOOG $GOOGL Global AI Tracker Update Generative AI Website Worldwide Traffic Share - Key Takeaways: ChatGPT's decline stops with share up 0.1%. Gemini continues growing its share. Grok surpasses DeepSeek for the first time. 🗓 [--] Months Ago: ChatGPT: 86.6% Gemini: 5.3% https://t.co/qvCQzgdXPT Global AI Tracker Update Generative AI Website Worldwide Traffic Share - Key Takeaways: ChatGPT's decline stops with share up 0.1%. Gemini continues growing its share. Grok surpasses DeepSeek for the first time. 🗓 [--] Months Ago: ChatGPT: 86.6%"  
[X Link](https://x.com/longshorteqt/status/2014318435874849047)  2026-01-22T12:45Z [--] followers, [--] engagements


"Keep the $DDOG upgrades coming $DDOG : Stifel upgrades to trims  $ Analyst sees 4Q beat potential accelerating core growth and calls valuation attractive at 8x CY27E EV/Rev. https://t.co/zXPMW7Jkax $DDOG : Stifel upgrades to trims  $ Analyst sees 4Q beat potential accelerating core growth and calls valuation attractive at 8x CY27E EV/Rev. https://t.co/zXPMW7Jkax"  
[X Link](https://x.com/longshorteqt/status/2014322616849379682)  2026-01-22T13:01Z [--] followers, [--] engagements


"Lots of great insights in this thread by @TechFundies but this one re: unsustainable (/peak) AI capex stands out - although I guess 100% OCF is still an option [--]. AI CAPEX There is one slide that shows AI capex is a higher percent of private investment than any investment during the dot com boom. Then there is a slide that shows the hyperscalers are spending nearly all their cash flow on CAPEX. I'm not sure but [----] consensus OCF https://t.co/JmKRENaIUv [--]. AI CAPEX There is one slide that shows AI capex is a higher percent of private investment than any investment during the dot com boom."  
[X Link](https://x.com/longshorteqt/status/2015101064328966554)  2026-01-24T16:35Z [--] followers, [--] engagements


"$ZM rallying today because theyre now an Anthropic proxy Love it. Zoom invested in Anthropic's May [----] $4bn Series C and the math looks crazy Back of envelope: Assuming a $25mm investment at $4.5bn post-money = .5% ownership Dilution: $21bn raised across Series D/E/F + AMZN/GOOG tranches -- 30% dilution. Assuming an addt'l 20% dilution https://t.co/zp9QqHQBOu Zoom invested in Anthropic's May [----] $4bn Series C and the math looks crazy Back of envelope: Assuming a $25mm investment at $4.5bn post-money = .5% ownership Dilution: $21bn raised across Series D/E/F + AMZN/GOOG tranches -- 30%"  
[X Link](https://x.com/longshorteqt/status/2015826094302040537)  2026-01-26T16:36Z [--] followers, [---] engagements


"$RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont worry - they beat their Q4 guide across all metrics curious to see how this trades tomorrow and up until they officially report (and guide for CY2026) on Mar 12th https://twitter.com/i/web/status/2019209577187696843 https://twitter.com/i/web/status/2019209577187696843"  
[X Link](https://x.com/longshorteqt/status/2019209577187696843)  2026-02-05T00:40Z [--] followers, [----] engagements


"@chitchatstocks vSaaS cos $TTAN and $SHOP to Valhalla. also $WDAY might be a SaaS value trap but if thinking 3-5 yrs hard to ignore here"  
[X Link](https://x.com/longshorteqt/status/2022522069137908178)  2026-02-14T04:03Z [--] followers, [---] engagements


"Googles acquisition of Wiz should finally close next month after which they might start to collect other pieces to round out their cyber platform. Interesting thought that SentinelOne $S or Okta $OKTA could be next on the list of targets. Wiz tried and failed to acquire $S in [----] but now has the backing of Google. $GOOG $GOOGL Google is the secret dark horse of cybersecurity. Between vertical integration Gemini and the Wiz acquisition theyre building the "Anti-Microsoft" stack for a world that scales with code not headcount. https://t.co/YhISseo1ql Google is the secret dark horse of"  
[X Link](https://x.com/longshorteqt/status/2022687825422954990)  2026-02-14T15:02Z [--] followers, [---] engagements


"Resales accelerating share gains in apparel accessories and footwear sales - particularly among high-income consumers - sounds like a good sign for $REAL sales growth (also $TDUP and $SVV generally). the start of [----] shows the $100K+ cohort accelerating its wallet share to resale suggesting that even higher-income consumers are beginning to turn to resale as a viable option for their the Apparel Accessories and Footwear budgets https://twitter.com/i/web/status/2022827621495505312 https://twitter.com/i/web/status/2022827621495505312"  
[X Link](https://x.com/longshorteqt/status/2022827621495505312)  2026-02-15T00:17Z [--] followers, [---] engagements


"$RDDT traffic growth looks good through Jan26. Reddit has been on a gradual growth trajectory over the past three years peaking at [-----] billion visitors in January [----] (14.37% year-over-year). https://t.co/9m3Nqb7g4i Reddit has been on a gradual growth trajectory over the past three years peaking at [-----] billion visitors in January [----] (14.37% year-over-year). https://t.co/9m3Nqb7g4i"  
[X Link](https://x.com/longshorteqt/status/2023019470130925640)  2026-02-15T13:00Z [--] followers, [---] engagements


"$UBER adding [----] $KR stores to Uber apps with 50% off the first order delivering on the expanded partnership announced in Oct25. Kroger est. 10% of $CART GTV so will see how significant of an impact this has despite avg basket size being 2x larger on $CART"  
[X Link](https://x.com/longshorteqt/status/2011804979497963933)  2026-01-15T14:17Z [--] followers, [---] engagements


"So even Anthropic has now adopted $WDAY What #SaaSmageddon over pls the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday) the worst part about working at a company that keeps getting more successful is that gradual switch to enterprise-grade internal tools that no one likes using (see: workday)"  
[X Link](https://x.com/longshorteqt/status/2015603441033265280)  2026-01-26T01:51Z [--] followers, [---] engagements


"Amazing $WDAY $CRM for anyone in the job market that wants to be Head of IT SOX Compliance for Anthropic i hope you have [--] years of experience with "Workday Salesforce NetSuite GitHub or other enterprise business systems" https://t.co/O1Iye6cTDs [--] open postings are looking for Salesforce for anyone in the job market that wants to be Head of IT SOX Compliance for Anthropic i hope you have [--] years of experience with "Workday Salesforce NetSuite GitHub or other enterprise business systems" https://t.co/O1Iye6cTDs [--] open postings are looking for Salesforce"  
[X Link](https://x.com/longshorteqt/status/2015652343673467379)  2026-01-26T05:05Z [--] followers, [---] engagements


"$CART now officially charging a $6 regulatory response fee in NYC in response to the new grocery delivery min wage law"  
[X Link](https://x.com/longshorteqt/status/2016167700628643923)  2026-01-27T15:13Z [--] followers, [---] engagements


"$AMZN closing all Amazon Go and Fresh locations to focus on grocery delivery and Whole Foods read as incrementally negative for $CART https://www.aboutamazon.com/news/company-news/amazon-fresh-go-stores-closing-expanding-whole-foods https://www.aboutamazon.com/news/company-news/amazon-fresh-go-stores-closing-expanding-whole-foods"  
[X Link](https://x.com/longshorteqt/status/2016170263688163468)  2026-01-27T15:23Z [--] followers, [---] engagements


"$NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet"  
[X Link](https://x.com/longshorteqt/status/2016881663351951500)  2026-01-29T14:30Z [--] followers, [---] engagements


"Jeez. $NOW -12% $SAP -17% $WDAY -9% (even $MSFT -12%.) could be the wrong move but adding to some SaaS longs (incl. $WDAY) and covering some SaaS short exposure on this unholiest of days $NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet $NOW -7% + $SAP -15% pulling $WDAY down -5% . #SaaSmageddon not out of the woods yet"  
[X Link](https://x.com/longshorteqt/status/2016917101223579651)  2026-01-29T16:51Z [--] followers, [---] engagements


"Why is this seeming like $LULU s default answer to every product issue. ridiculous. new CEO cant come fast enough. Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://t.co/gzAncPOuYI https://t.co/6FJtwhnry4 Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://t.co/gzAncPOuYI https://t.co/6FJtwhnry4"  
[X Link](https://x.com/longshorteqt/status/2016945638588498012)  2026-01-29T18:44Z [--] followers, [---] engagements


"Vicious $SATS selloff on potential dilution of its SpaceX stake as a result of a merger with xAI xAI last valued $230B (Jan25 series E) so I guess est. dilution is 15-25% depending on whether you use $800B latest or $1.5T rumored IPO valuation for SpaceX Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm Exclusive: Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year https://t.co/WS6eLJjxcm"  
[X Link](https://x.com/longshorteqt/status/2016953457245139069)  2026-01-29T19:15Z [--] followers, [---] engagements


"We need a follow up call from the JPM IT team asap JPM IT team oddly quiet today 😉 JPM IT team oddly quiet today 😉"  
[X Link](https://x.com/longshorteqt/status/2016984472197964048)  2026-01-29T21:19Z [--] followers, [---] engagements


"Of all days to announce Anaplan $PLAN is returning to the public markets Exclusive: Anaplan owned by private equity firm Thoma Bravo is preparing to confidentially file for an IPO in the coming weeks according to people familiar with the discussions. https://t.co/aaNObCnRSB Exclusive: Anaplan owned by private equity firm Thoma Bravo is preparing to confidentially file for an IPO in the coming weeks according to people familiar with the discussions. https://t.co/aaNObCnRSB"  
[X Link](https://x.com/longshorteqt/status/2016986021733315042)  2026-01-29T21:25Z [--] followers, [---] engagements


"Accelerating traffic growth for the grocery industry through Q4 should read positive for $CART"  
[X Link](https://x.com/longshorteqt/status/2017486120942985532)  2026-01-31T06:32Z [--] followers, [---] engagements


"Suggests US e-commerce is now in a mature growth phase with industry growth likely to remain in the 5-8% range for the foreseeable future. $SHOP $AMZN"  
[X Link](https://x.com/longshorteqt/status/2017989648417513726)  2026-02-01T15:53Z [--] followers, [---] engagements


"As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same"  
[X Link](https://x.com/longshorteqt/status/2018128063456817609)  2026-02-02T01:03Z [--] followers, [----] engagements


"@wallstengine Reference to data showing $MCD Q4 traffic growth acceleration: http://Placer.ai As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same. https://t.co/h9XZKa5jOS http://Placer.ai As PARs largest customer McDonalds leaning harder on its loyalty program/promotions to (successfully) drive accelerating sales growth should be positive for $PAR SaaS growth (via Punchh). Even more so if other QSRs do the same."  
[X Link](https://x.com/longshorteqt/status/2018287736986231128)  2026-02-02T11:37Z [--] followers, [--] engagements


"Dollar store sales growth across all income cohorts appears to be reaccelerating into Q1 [----] with high-income cohorts continuing to outperform the rest and that gap is widening - what began as trial or convenience-driven behavior has become more entrenched. $DG $DLTR $FIVE"  
[X Link](https://x.com/longshorteqt/status/2018331712053276812)  2026-02-02T14:32Z [--] followers, [---] engagements


"Elevated/improving HVAC consolidation trends (incl. PE roll-ups) should positively impact $TTAN Rev growth (Capstone data as of 9/30/25)"  
[X Link](https://x.com/longshorteqt/status/2018345864964563281)  2026-02-02T15:28Z [--] followers, [---] engagements


"After a short pause in 2Q25 TikTok Shop has clearly resumed steadily capturing share of US e-commerce sales. $SHOP $CMRC $ETSY $AMZN"  
[X Link](https://x.com/longshorteqt/status/2018384852383322546)  2026-02-02T18:03Z [--] followers, [---] engagements


"@tanayj Interesting the rumored xAI valuation was $230bn for the Jan26 series E. no way that was correct I guess https://www.wsj.com/tech/xai-raises-20-billion-in-series-e-funding-round-surpassing-initial-target-d530cc8c https://www.wsj.com/tech/xai-raises-20-billion-in-series-e-funding-round-surpassing-initial-target-d530cc8c"  
[X Link](https://x.com/longshorteqt/status/2018467266074214859)  2026-02-02T23:31Z [--] followers, [----] engagements


"Interesting trend re: $CRM $HUBS Of all rip-and-replace battles none are more competitive than @salesforce and @HubSpot. Full CRM market breakdown here: https://t.co/CfPLWRotEK https://t.co/XpqPYJAbwV Of all rip-and-replace battles none are more competitive than @salesforce and @HubSpot. Full CRM market breakdown here: https://t.co/CfPLWRotEK https://t.co/XpqPYJAbwV"  
[X Link](https://x.com/longshorteqt/status/2018527553993265243)  2026-02-03T03:30Z [--] followers, [---] engagements


"@saxena_puru Issue is its 20% cc subs rev growth guide incl. 100bps contribution from the Moveworks acquisition so only 19% organic growth. After growing 21% in Q4 thats too much deceleration in the core biz to counter the bear debate unfortunately. Your point still stands tho"  
[X Link](https://x.com/longshorteqt/status/2018883699409060024)  2026-02-04T03:05Z [--] followers, [----] engagements


"@Midnight_Captl Dont worry - if $GOOG beats $AMZN will still have its chance Thu to miss and send us to zero anyway"  
[X Link](https://x.com/longshorteqt/status/2018904091812868147)  2026-02-04T04:26Z [--] followers, [---] engagements


"@TheBenSchmark With you on $ZM - just needs to hold it together til the earnings date"  
[X Link](https://x.com/longshorteqt/status/2018917253375205752)  2026-02-04T05:19Z [--] followers, [--] engagements


"Jensen arguing the bull case for software - love to see it. At least we can all now agree SaaS co terminal values arent zero. $NOW $SAP Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them https://t.co/n2m5sjxLYk Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them https://t.co/n2m5sjxLYk"  
[X Link](https://x.com/longshorteqt/status/2019074679219114228)  2026-02-04T15:44Z [--] followers, [---] engagements


"$WDAY might be the first company to announce a RIF and then have its stock price fall. smh"  
[X Link](https://x.com/longshorteqt/status/2019166257480618254)  2026-02-04T21:48Z [--] followers, [---] engagements


"https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Promotes-Jesse-Green-to-Chief-Revenue-Officer/default.aspx https://ir.rubrik.com/news-events/press-releases/news-details/2026/Rubrik-Promotes-Jesse-Green-to-Chief-Revenue-Officer/default.aspx"  
[X Link](https://x.com/longshorteqt/status/2019209640488366447)  2026-02-05T00:41Z [--] followers, [---] engagements


"@RyanReeves_ hey dont forget $ZM core biz is re-accelerating too. total rev may soon be growing. high single digits"  
[X Link](https://x.com/longshorteqt/status/2019295623040889104)  2026-02-05T06:22Z [--] followers, [---] engagements


"If investors are clearly no longer rewarding the hyperscalers for capex growth this/2026 *should* be peak capex then no Im guessing its only existential until your share price gets halved as a result. time will tell. $AMZN $MSFT $GOOG $GOOGL"  
[X Link](https://x.com/longshorteqt/status/2019623829212131814)  2026-02-06T04:06Z [--] followers, [---] engagements


"Taking it as SBC/dilution is never coming down at $TEAM Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW"  
[X Link](https://x.com/longshorteqt/status/2020166762180788701)  2026-02-07T16:04Z [--] followers, [---] engagements


"According to Circana TikTok Shop generated $6.5B in Q4 reaching 1% of total US retail sales in just two years and 3% of e-commerce sales. $SHOP $AMZN $ETSY https://www.circana.com/post/retail-enters-a-phase-of-continuance https://www.circana.com/post/retail-enters-a-phase-of-continuance"  
[X Link](https://x.com/longshorteqt/status/2020320666264670662)  2026-02-08T02:15Z [--] followers, [---] engagements


"Meh. $WDAY just announced their CEO is stepping down after 2yrs effective immediately and co-founder Aneel Bhusri is reclaiming the CEO role. Never a fan of surprise c-suite turnover but I guess Aneel will do a better job shaping/communicating the AI story"  
[X Link](https://x.com/longshorteqt/status/2020867230775292134)  2026-02-09T14:27Z [--] followers, [---] engagements


"Tough growth expectations reset for $MNDY from a 20%+ cagr business to high-teens%. will see how consensus adjusts but need to at least see signs of stabilization this year. Staying clear for now"  
[X Link](https://x.com/longshorteqt/status/2020877137662652668)  2026-02-09T15:07Z [--] followers, [---] engagements


"I assume this openai codex trend should benefit $DDOG to some extent. Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M"  
[X Link](https://x.com/longshorteqt/status/2020901976926499035)  2026-02-09T16:45Z [--] followers, [---] engagements


"Should be a positive read for $SNOW - Databricks rev growth accelerated to 65% in Q4 up from 55% in Q3 and 50% in Q2. I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the"  
[X Link](https://x.com/longshorteqt/status/2020907422961848413)  2026-02-09T17:07Z [--] followers, [---] engagements


"$TTAN looking like the most hated public vSaaS co (-40% ytd) and hasnt even reported Q4 earnings yet (on 3/12/26). Not sure what shifts momentum between now and then. Down -2% today while $IGV +3%"  
[X Link](https://x.com/longshorteqt/status/2020952307039355321)  2026-02-09T20:05Z [--] followers, [---] engagements


"Funny. $UPWK gave their [----] guide early only [--] months ago (slide below) and not only were todays reported 4Q25 Rev and EBITDA beats exceptionally small but now theyre guiding to Q1 Rev +1% and EBITDA margin -540bps to 23.7% (midpoint) - not only wildly below consensus but also requiring steep acceleration/margin expansion in Q2-4 to hit the maintained FY guide. Will see what they have to say on the call. https://twitter.com/i/web/status/2020981194024722531 https://twitter.com/i/web/status/2020981194024722531"  
[X Link](https://x.com/longshorteqt/status/2020981194024722531)  2026-02-09T22:00Z [--] followers, [---] engagements


"Not sure what more there would be to fight for on $RPD on the long (or short) side other than a PE acquisition. Management is capitulating and saying rev growth is flipping negative (-2% in FY26) with shrinking op margins (-240bps in FY26) and is no longer guiding to a back-half acceleration like theyve done in each of the last couple years. at least this feels like a more honest guide. Intensifying competition in VM appears to be taking its toll. https://twitter.com/i/web/status/2021344597633388732 https://twitter.com/i/web/status/2021344597633388732"  
[X Link](https://x.com/longshorteqt/status/2021344597633388732)  2026-02-10T22:04Z [--] followers, [---] engagements


"@hhhypergrowth Todd Nightingale really shouldnt have been so quick to jump ship"  
[X Link](https://x.com/longshorteqt/status/2022052476674060563)  2026-02-12T20:57Z [--] followers, [---] engagements


"@RagingVentures Looking like a great call on $TOST at least so far this AM"  
[X Link](https://x.com/longshorteqt/status/2022318820816298448)  2026-02-13T14:35Z [--] followers, [---] engagements


"$DDOG overall gross revenue retention 97%+ is impressive and even more impressive to me is 96%+ in SMB/mid-market. From $DDOG [----] Investor Day:"  
[X Link](https://x.com/longshorteqt/status/2022343724756537728)  2026-02-13T16:14Z [--] followers, [---] engagements


"Not sure this is the best metric to track customer support hiring growth but this a16z chart does seem to support the AI bear case for CCaaS vendors $NICE & $FIVN (even $FRSH) and CX BPOs $TEP $CNXC $TASK $TTEC https://open.substack.com/pub/a16z/p/charts-of-the-week-customer-service https://open.substack.com/pub/a16z/p/charts-of-the-week-customer-service"  
[X Link](https://x.com/longshorteqt/status/2022388552802451873)  2026-02-13T19:12Z [--] followers, [---] engagements


"Im thinking $RKT CEOs positive comments this morning on mortgage volume growth + $PFSI recent earnings miss on accelerated pre-payments/refinancing and increased competition should all be good signs for $TREE given their marketplace and positive exposure to refinancing volumes - good for growth and margins. $RKT CEO on CNBC ahead of earnings: He said Rocket is on track for its highest mortgage loan volume in four years and its highest gain-on-sale margins in four years and said the momentum has continued into January as well. $RKT CEO on CNBC ahead of earnings: He said Rocket is on track for"  
[X Link](https://x.com/longshorteqt/status/2018680102825951620)  2026-02-03T13:36Z [--] followers, [---] engagements


"This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released OnCall ( $PD comp ) 1yr ago (Jan25) and already used by 3K customers $PD has 15K total paying customers. Biggest risk to $PD in my book. Customer overlap is probably quite high between $PD and $DDOG"  
[X Link](https://x.com/longshorteqt/status/2022483814988087573)  2026-02-14T01:31Z [--] followers, [---] engagements


"Narrative violation courtesy of IBM bro what https://t.co/EnEu09OTuI bro what https://t.co/EnEu09OTuI"  
[X Link](https://x.com/longshorteqt/status/2022767616926822701)  2026-02-14T20:19Z [--] followers, [--] engagements


"Anthropic adoption seriously up and to the right according to @tryramp data. Good for $ZM and their Anthropic investment. Anthropic taking meaningful share. https://t.co/WhaZPJ5vPh Anthropic taking meaningful share. https://t.co/WhaZPJ5vPh"  
[X Link](https://x.com/longshorteqt/status/2022795141891678224)  2026-02-14T22:08Z [--] followers, [---] engagements


"@shomikghosh21 @JaredSleeper Thats fair Just pointing out that Zooms closest public comps (with no Anthropic exposure) are also up ytd"  
[X Link](https://x.com/longshorteqt/status/2022874378636349872)  2026-02-15T03:23Z [--] followers, [--] engagements


"1 week after the preannounce MS upgraded $SHAK and raised PT Morgan Stanley Upgrades $SHAK to Overweight from Equalweight Raises PT to $125 from $115 Analyst comments: "We have not previously recommended SHAK and have long struggled with sales volatility total addressable market value proposition and the desire to invest in the https://t.co/8jBTietZXe Morgan Stanley Upgrades $SHAK to Overweight from Equalweight Raises PT to $125 from $115 Analyst comments: "We have not previously recommended SHAK and have long struggled with sales volatility total addressable market value proposition and the"  
[X Link](https://x.com/longshorteqt/status/2023016810120200234)  2026-02-15T12:49Z [--] followers, [--] engagements


"Entire SaaS universe is green and $IOT still cant catch a bid huh"  
[X Link](https://x.com/longshorteqt/status/2018335605290156256)  2026-02-02T14:48Z [--] followers, [---] engagements


"BNPL usage data (via LendingTree customer survey). $PYPL $KLAR $AFRM $XYZ $SEZL"  
[X Link](https://x.com/longshorteqt/status/2018777842340028417)  2026-02-03T20:05Z [--] followers, [---] engagements


"@UpslopeCapital Too high or too low Sitting on a ton of excess inventory along with $DEO and others it seems. Five of the biggest listed alcohol producers Diageo Pernod Ricard Campari Brown Forman and Rmy Cointreau are sitting on $22bn worth of ageing spirits the highest level of inventory in more than a decade. https://t.co/4exCFJoACV https://t.co/tcCSV0izzB Five of the biggest listed alcohol producers Diageo Pernod Ricard Campari Brown Forman and Rmy Cointreau are sitting on $22bn worth of ageing spirits the highest level of inventory in more than a decade. https://t.co/4exCFJoACV"  
[X Link](https://x.com/longshorteqt/status/2019271156822426008)  2026-02-05T04:45Z [--] followers, [---] engagements


"Definition of productivity aside Digital Ocean $DOCN and Cloudflare $NET should at least be beneficiaries of this site/app volume growth acceleration near-term The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv"  
[X Link](https://x.com/longshorteqt/status/2020357295285346807)  2026-02-08T04:41Z [--] followers, [----] engagements


"$CSCO dragging down other hardware names today ( $FFIV $HPE $PSTG ) Excessive gross margin pressure due to memory costs some of which theyll now get their resellers/channel partners to eat. $CDW $SNX $PLUS $INGM"  
[X Link](https://x.com/longshorteqt/status/2021974184465952773)  2026-02-12T15:46Z [--] followers, [---] engagements


"Should be a good sign for $TTAN. Leading Indicator of Remodeling Activity (LIRA) shows US homeowner improvement and repair spending accelerated through 4Q25 (and possibly into 1Q26)"  
[X Link](https://x.com/longshorteqt/status/2022122472385261885)  2026-02-13T01:35Z [--] followers, [---] engagements


"30 year mortgage rates continue to fall driving refinancing activity higher into [----]. Should benefit LendingTree $TREE as a major lead gen co and online marketplace for mortgage refinancing"  
[X Link](https://x.com/longshorteqt/status/2022314047681482810)  2026-02-13T14:16Z [--] followers, [---] engagements


"Fannie Mae Refinance Application-Level Index (RALI) shows YoY growth in dollar volume and number of mortgage refinance applications accelerated meaningfully in 4Q25 and into 1Q26. Should be a good sign for $TREE rev growth and margins. Was able to download the data to create the chart below. https://www.fanniemae.com/data-and-insights/surveys-indices/refinance-application-level-index [--] year mortgage rates continue to fall driving refinancing activity higher into [----]. Should benefit LendingTree $TREE as a major lead gen co and online marketplace for mortgage refinancing."  
[X Link](https://x.com/longshorteqt/status/2022316117067219027)  2026-02-13T14:25Z [--] followers, [---] engagements


"Just one trades industry targeted by $TTAN but US HVAC employment growth re-accelerated +11% in [----]. Reads positive for $TTAN user/volume growth. https://fred.stlouisfed.org/series/LEU0254511100A https://fred.stlouisfed.org/series/LEU0254511100A"  
[X Link](https://x.com/longshorteqt/status/2022373549592166717)  2026-02-13T18:13Z [--] followers, [---] engagements


"@prollyballistic $PD to zero might actually be the end game with Datadog making serious headway in their market. https://x.com/longshorteqt/status/2022483814988087573s=46 This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released OnCall ( $PD comp ) 1yr ago (Jan25) and already used by 3K customers $PD has 15K total paying customers. Biggest risk to $PD in my book. Customer overlap is probably quite high between $PD and $DDOG. https://t.co/AjwyFBVjf6 https://x.com/longshorteqt/status/2022483814988087573s=46 This comment from the $DDOG 4Q25 earnings call stood out. $DDOG released"  
[X Link](https://x.com/longshorteqt/status/2022499505510482088)  2026-02-14T02:33Z [--] followers, [---] engagements


"@FromValue SaaSpocalypse aside. comp $CVLT earnings miss/disappointing guide on jan [--] + $RBRK CRO leaving (announced feb 4) not instilling much confidence possibly. $RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont worry - they beat their Q4 guide across all metrics curious to see how this trades tomorrow and up until they officially report (and guide https://t.co/eb7bwpncxz $RBRK just filed an 8-K: their CRO is leaving after [--] years for another opportunity [--] week after the FY ended (on Jan 31st) but dont"  
[X Link](https://x.com/longshorteqt/status/2022525888680616219)  2026-02-14T04:18Z [--] followers, [---] engagements


"@JaredSleeper $ZM Enterprise growth re-accelerating (AI Phone CX) + Online stabilizing (accelerating) + Anthropic stake $ZM rallying today because theyre now an Anthropic proxy Love it. $ZM rallying today because theyre now an Anthropic proxy Love it"  
[X Link](https://x.com/longshorteqt/status/2022691583372693851)  2026-02-14T15:17Z [--] followers, [---] engagements


"Heres to hoping the SaaSpocalypse doesnt ultimately resemble the decline of legacy newspapers (although look at $NYT today) many are pointing to the recent Q4 earnings reports as evidence that AI isnt eating software However What youll see is the voting machine of the market saw the disruption coming from the internet and started to discount the newspaper stocks right away. From [----] to [----] those stocks basically went down in a straight line. However if you look at earnings estimates for that same set of companies they actually grew for about [--] straight years During that time the stocks"  
[X Link](https://x.com/longshorteqt/status/2022708859379302651)  2026-02-14T16:25Z [--] followers, [---] engagements


"@shomikghosh21 @JaredSleeper I originally thought so too but interestingly enough the public UCaaS vendors have been surprisingly resilient ytd. $RNG $EGHT also up ytd"  
[X Link](https://x.com/longshorteqt/status/2022860487914905968)  2026-02-15T02:28Z [--] followers, [--] engagements


"$SHAK same-store and overall traffic growth looks like it slowed in Q4. Not a good sign for Q4 comps or hopes of re-acceleration"  
[X Link](https://x.com/longshorteqt/status/2023010580182020495)  2026-02-15T12:24Z [--] followers, [--] engagements


"https://www.placer.ai/anchor/articles/shake-shack-in-q4-2025-expansion-led-growth-with-stable-same-store-demand https://www.placer.ai/anchor/articles/shake-shack-in-q4-2025-expansion-led-growth-with-stable-same-store-demand"  
[X Link](https://x.com/longshorteqt/status/2023010681373782307)  2026-02-15T12:25Z [--] followers, [--] engagements


"$SHAK pre-announced Q4 and guided [----] in-line although didnt break out traffic/ticket. https://investor.shakeshack.com/press-releases/press-release-details/2026/Shake-Shack-Provides-Fiscal-Fourth-Quarter-2025-Business-Update/default.aspx $SHAK preannounced Q4 revenue of $400.5M below est. of $410M and FY25 revenue of $1.45B with Q4 same store sales up 2.1% and FY comps up 2.3%. It opened [--] company operated units in [----] (373 total) and guided [----] revenue to $1.6B to $1.7B in-line with $1.65B with [--] to [--] https://t.co/3Ss69srRdO"  
[X Link](https://x.com/longshorteqt/status/2023016163580776725)  2026-02-15T12:46Z [--] followers, [--] engagements


"Maybe just a rumor but C3 AI $AI merger with Automation Anywhere (private UiPath $PATH comp) might end up as an even more interesting short if/after a deal closes - assuming LLMs are commoditizing legacy RPA. AA last valued $6.8B in [----] and acquired Aisera (ITSM agentic AI) for $1.5B in Nov25. Although not sure if Aisera is truly a game-changer for the business and/or a meaningful revenue driver. Something to keep an eye on. Might go nowhere. C3 $AI is in talks to merge with Automation Anywhere. If it happens Automation Anywhere would acquire C3 AI and use the deal to go public: The"  
[X Link](https://x.com/longshorteqt/status/2023098099384586575)  2026-02-15T18:12Z [--] followers, [---] engagements


"Great Substack on AI budgets and the vibe coding debate. [--] takeaways: 1/ Its 100x easier to get AI budget than SaaS budget but buyers would rather buy AI tools from existing (SaaS) vendors. 2/ Almost no one wants to build SaaS/AI apps internally. it almost always has terrible ROI. 3/ Building the app is the easy part. its everything else (maintenance security updates etc.) that takes a lot of time is risky and a distraction from the core business. 4/ Its nice to have an external vendor to blame instead of yourself when something inevitably goes wrong with the app. 5/ AI-native businesses have"  
[X Link](https://x.com/longshorteqt/status/2023117408719016248)  2026-02-15T19:29Z [--] followers, [---] engagements


"Wonder if this BlackLine $BL acquisition is still in play. Reportedly had a $66/share offer from $SAP (6/18/25) possibly mid-$70s after the board rejected and $BL is now trading $38/share. SAP strategic partnership is 30% of $BL rev. Activist Engaged Capital (owns 2%) and PE firm Clearlake Capital (owns 10%) likely pushing for a sale and other shareholders are presumably unhappy with current valuation. https://www.cnbc.com/2026/01/24/activist-engaged-capital-is-poised-to-shake-up-the-board-at-blackline.html"  
[X Link](https://x.com/longshorteqt/status/2023157535008522484)  2026-02-15T22:08Z [--] followers, [---] engagements

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