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# ![@sigmazerocap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1790850685166342146.png) @sigmazerocap Sigma Zero Capital

Sigma Zero Capital posts on X about $crwv, stack, $rddt, gainer the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1790850685166342146/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +67%
- X Months XXXXXXX +290%
- X Year XXXXXXX +458,563%

### Mentions: XX [#](/creator/twitter::1790850685166342146/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:posts_active.svg)

- X Week XX +62%
- X Month XX -XXXX%
- X Months XXX +49%
- X Year XXX +16,150%

### Followers: XXXXX [#](/creator/twitter::1790850685166342146/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:followers.svg)

- X Week XXXXX +2.10%
- X Month XXXXX +33%
- X Months XXXXX +448%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1790850685166342146/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790850685166342146/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1790850685166342146/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$crwv](/topic/$crwv) #137, [stack](/topic/stack) #1157, [$rddt](/topic/$rddt) 0.75%, [gainer](/topic/gainer) 0.75%, [stocks](/topic/stocks) 0.75%, [$iren](/topic/$iren) 0.75%, [$corz](/topic/$corz) 0.75%, [upside](/topic/upside) 0.75%, [$zeta](/topic/$zeta) 0.75%, [the only](/topic/the-only) XXXX%

**Top accounts mentioned or mentioned by**
[@bucketshopcap](/creator/undefined) [@contrariancurse](/creator/undefined) [@gohardcapital](/creator/undefined) [@mangotreea](/creator/undefined) [@chorzz18](/creator/undefined) [@investor_nick_](/creator/undefined) [@plantmath1](/creator/undefined) [@fischerrandom1](/creator/undefined) [@mdsmaldon](/creator/undefined) [@jfangold22776](/creator/undefined) [@alexeimartov](/creator/undefined) [@bubblebeta](/creator/undefined) [@p14capital](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@dalibali2](/creator/undefined) [@paddix](/creator/undefined) [@digitalocean](/creator/undefined) [@zohrankmamdani](/creator/undefined) [@scurvecap](/creator/undefined) [@chairliftcap](/creator/undefined)

**Top assets mentioned**
[CoreWeave, Inc. (CRWV)](/topic/$crwv) [Reddit, Inc. (RDDT)](/topic/$rddt) [IREN Limited (IREN)](/topic/$iren) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [ZetaChain (ZETA)](/topic/$zeta) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Atlassian Corporation PLC (TEAM)](/topic/$team)
### Top Social Posts [#](/creator/twitter::1790850685166342146/posts)
---
Top posts by engagements in the last XX hours

"$RDDT may be the only internet stock I know growing XX% y/y and trading at 30x EBITDA. Ignoring the AI noise for a bit the thesis is simple -- RDDT has a long runway to increase ads monetization driver higher ARPU and gainer a greater share of ad budgets. To put things into perspective RDDT only has XXX% of total digital ad spend today. SNPS and PINS both have XXX% and XXX% respectively. Some ad-checks on $RDDT last month from agencies: US Agency: "RDDT is X% of our media mix now for our clients coming from X% at the beginning of the year. Actual Y/Y growth has seen insane growth. Expect RDDT"  
[X Link](https://x.com/sigmazerocap/status/1976328513436426444) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-09T16:46Z 3456 followers, 4460 engagements


"Unless your holding period for stocks is a week to a month calm the fuck down and zoom the fuck out. Market isnt meant to go up every day. Corrections are healthy and to be expected. Everyone is so quick to forget what happened with Liberation Day (a more justified risk-off event) or the countless prior corrections where panicans are proven wrong time and time again. All I see is 21EMA is breached and CTA sells are triggered. The markets literally overtaken by anxiety ridden sentiment chasing goofs and Id welcome a wash out. Ive seen this same cycle rinse and repeat over the last XX years of"  
[X Link](https://x.com/sigmazerocap/status/1976844496626499911) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-11T02:57Z 3455 followers, 3661 engagements


"I think well see that in the neocloud world domain expertise on AI compute / DC architecture and optimized hardware will be the main source of moat not a software stack. $CRWV continues to be levels ahead in this regard. Expect more wins against the $IREN of the world"  
[X Link](https://x.com/sigmazerocap/status/1978868132178493831) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T16:58Z 3456 followers, 1471 engagements


"$CORZ shareholders should vote for the deal. A ton of value and synergies will be unlocked and a combined entity would provide far greater upside than $CORZ standalone. Access to power doesn't guarantee anything -- its about the ability to deliver power-efficient AI compute at scale that counts. I assume if the deal goes through the stock rips"  
[X Link](https://x.com/sigmazerocap/status/1978869395964465487) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T17:03Z 3455 followers, XXX engagements


"I've re-entered $ZETA. The stock is in a weird spot where adtech and SaaS investors alike don't understand it because its the only platform that uniquely extends across both use cases (DSP/CDP and marketing cloud). As a result despite a XX% organic rev growth profile at 12x EBITDA it trades far below both slower-growing adtech and SaaS peers. TTD is at 18x while XX% growth SaaS are 5-10x revenue (vs. 2.5x for $ZETA). There's simply no other SaaS company growing north of XX% trading at 2.5x (if you find me one please let me know). Yet everything I read from customer POVs continues to indicate"  
[X Link](https://x.com/sigmazerocap/status/1978876726651556275) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T17:32Z 3455 followers, 8960 engagements


"I would be very surprised if $GTLB decides to sell for anywhere near "over $60". My bet is DDOG is interested but likely not enough. With that said more active software M&A activity is exactly what the sector needs to attract better flows as it implies the strategic value of these assets is no where near as impaired as market valuations suggest"  
[X Link](https://x.com/sigmazerocap/status/1978916554554380410) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:10Z 3455 followers, 3096 engagements


"My Insta reels app is already XX% AI slop from Sora. Stephen Hawking wrestling in WWE. Michael Jackson in a post-UFC interview fight. The world is about to be so cooked"  
[X Link](https://x.com/sigmazerocap/status/1976467466789454152) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-10T01:58Z 3450 followers, 3631 engagements


"Bought some $TEAM my first SaaS position in a while. Stock seems too oversold too cheap. Early feedback on Rovo seems quite positive. A lot of AI FUD out there but reality is likely more positive for TEAM's role in enabling agentic automation across software dev + PM workflows"  
[X Link](https://x.com/sigmazerocap/status/1977805942520795475) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-13T18:37Z 3451 followers, 3190 engagements


"More AI-driven prototyping / vibe-coding may very well be more of a tailwind for the Atlassian stack whether than the headwind the market is pricing in"  
[X Link](https://x.com/sigmazerocap/status/1977805944030662807) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-13T18:37Z 3450 followers, XXX engagements


"I'm seriously considering London as my abode next year. Under the new FIG rules I can essentially live and pay no taxes on my capital gains for X years. Don't require a work visa sponsor as a Canadian. Can someone convince me why this may or may not be a good idea DM open too"  
[X Link](https://x.com/sigmazerocap/status/1978237218687734266) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-14T23:11Z 3452 followers, 14.7K engagements


"@BubbleBeta @PharmakoiBoy Compared to $CRWV and at their scale definitely not"  
[X Link](https://x.com/sigmazerocap/status/1978870316643373535) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T17:07Z 3452 followers, XXX engagements


"Possibly but I don't think OAI/Anthropic need to lose for SaaS to gain. They operate in a different part of the stack -- providing the tokens that power agents that are accessed via apps. OAI uses Atlassian and Workdays products. SaaS capitulation has already happened imo and evidently so based on all the endless negative sentiment"  
[X Link](https://x.com/sigmazerocap/status/1978920947081187514) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:28Z 3450 followers, XXX engagements


"@unusual_whales As it should be -- RoW is simply behind. Productive liquid assets that generate profits will always be a far greater investment than a fixed home with pipes bursting every year"  
[X Link](https://x.com/sigmazerocap/status/1978922049952170074) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T20:32Z 3451 followers, 1087 engagements


"@Chorzz18 Yup makes sense. Thats why Im not betting the farm on SaaS here but if theres any time to start looking / adding some positions its now"  
[X Link](https://x.com/sigmazerocap/status/1978929890809303199) [@sigmazerocap](/creator/x/sigmazerocap) 2025-10-16T21:03Z 3451 followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@sigmazerocap Avatar @sigmazerocap Sigma Zero Capital

Sigma Zero Capital posts on X about $crwv, stack, $rddt, gainer the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +67%
  • X Months XXXXXXX +290%
  • X Year XXXXXXX +458,563%

Mentions: XX #

Mentions Line Chart

  • X Week XX +62%
  • X Month XX -XXXX%
  • X Months XXX +49%
  • X Year XXX +16,150%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +2.10%
  • X Month XXXXX +33%
  • X Months XXXXX +448%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% finance XXXX% social networks XXXX% technology brands XXXX% cryptocurrencies XXXX% celebrities XXXX% musicians XXXX% travel destinations XXXX%

Social topic influence $crwv #137, stack #1157, $rddt 0.75%, gainer 0.75%, stocks 0.75%, $iren 0.75%, $corz 0.75%, upside 0.75%, $zeta 0.75%, the only XXXX%

Top accounts mentioned or mentioned by @bucketshopcap @contrariancurse @gohardcapital @mangotreea @chorzz18 @investor_nick_ @plantmath1 @fischerrandom1 @mdsmaldon @jfangold22776 @alexeimartov @bubblebeta @p14capital @joinyellowbrick @dalibali2 @paddix @digitalocean @zohrankmamdani @scurvecap @chairliftcap

Top assets mentioned CoreWeave, Inc. (CRWV) Reddit, Inc. (RDDT) IREN Limited (IREN) Core Scientific, Inc. Common Stock (CORZ) ZetaChain (ZETA) GitLab Inc. Class A Common Stock (GTLB) Atlassian Corporation PLC (TEAM)

Top Social Posts #


Top posts by engagements in the last XX hours

"$RDDT may be the only internet stock I know growing XX% y/y and trading at 30x EBITDA. Ignoring the AI noise for a bit the thesis is simple -- RDDT has a long runway to increase ads monetization driver higher ARPU and gainer a greater share of ad budgets. To put things into perspective RDDT only has XXX% of total digital ad spend today. SNPS and PINS both have XXX% and XXX% respectively. Some ad-checks on $RDDT last month from agencies: US Agency: "RDDT is X% of our media mix now for our clients coming from X% at the beginning of the year. Actual Y/Y growth has seen insane growth. Expect RDDT"
X Link @sigmazerocap 2025-10-09T16:46Z 3456 followers, 4460 engagements

"Unless your holding period for stocks is a week to a month calm the fuck down and zoom the fuck out. Market isnt meant to go up every day. Corrections are healthy and to be expected. Everyone is so quick to forget what happened with Liberation Day (a more justified risk-off event) or the countless prior corrections where panicans are proven wrong time and time again. All I see is 21EMA is breached and CTA sells are triggered. The markets literally overtaken by anxiety ridden sentiment chasing goofs and Id welcome a wash out. Ive seen this same cycle rinse and repeat over the last XX years of"
X Link @sigmazerocap 2025-10-11T02:57Z 3455 followers, 3661 engagements

"I think well see that in the neocloud world domain expertise on AI compute / DC architecture and optimized hardware will be the main source of moat not a software stack. $CRWV continues to be levels ahead in this regard. Expect more wins against the $IREN of the world"
X Link @sigmazerocap 2025-10-16T16:58Z 3456 followers, 1471 engagements

"$CORZ shareholders should vote for the deal. A ton of value and synergies will be unlocked and a combined entity would provide far greater upside than $CORZ standalone. Access to power doesn't guarantee anything -- its about the ability to deliver power-efficient AI compute at scale that counts. I assume if the deal goes through the stock rips"
X Link @sigmazerocap 2025-10-16T17:03Z 3455 followers, XXX engagements

"I've re-entered $ZETA. The stock is in a weird spot where adtech and SaaS investors alike don't understand it because its the only platform that uniquely extends across both use cases (DSP/CDP and marketing cloud). As a result despite a XX% organic rev growth profile at 12x EBITDA it trades far below both slower-growing adtech and SaaS peers. TTD is at 18x while XX% growth SaaS are 5-10x revenue (vs. 2.5x for $ZETA). There's simply no other SaaS company growing north of XX% trading at 2.5x (if you find me one please let me know). Yet everything I read from customer POVs continues to indicate"
X Link @sigmazerocap 2025-10-16T17:32Z 3455 followers, 8960 engagements

"I would be very surprised if $GTLB decides to sell for anywhere near "over $60". My bet is DDOG is interested but likely not enough. With that said more active software M&A activity is exactly what the sector needs to attract better flows as it implies the strategic value of these assets is no where near as impaired as market valuations suggest"
X Link @sigmazerocap 2025-10-16T20:10Z 3455 followers, 3096 engagements

"My Insta reels app is already XX% AI slop from Sora. Stephen Hawking wrestling in WWE. Michael Jackson in a post-UFC interview fight. The world is about to be so cooked"
X Link @sigmazerocap 2025-10-10T01:58Z 3450 followers, 3631 engagements

"Bought some $TEAM my first SaaS position in a while. Stock seems too oversold too cheap. Early feedback on Rovo seems quite positive. A lot of AI FUD out there but reality is likely more positive for TEAM's role in enabling agentic automation across software dev + PM workflows"
X Link @sigmazerocap 2025-10-13T18:37Z 3451 followers, 3190 engagements

"More AI-driven prototyping / vibe-coding may very well be more of a tailwind for the Atlassian stack whether than the headwind the market is pricing in"
X Link @sigmazerocap 2025-10-13T18:37Z 3450 followers, XXX engagements

"I'm seriously considering London as my abode next year. Under the new FIG rules I can essentially live and pay no taxes on my capital gains for X years. Don't require a work visa sponsor as a Canadian. Can someone convince me why this may or may not be a good idea DM open too"
X Link @sigmazerocap 2025-10-14T23:11Z 3452 followers, 14.7K engagements

"@BubbleBeta @PharmakoiBoy Compared to $CRWV and at their scale definitely not"
X Link @sigmazerocap 2025-10-16T17:07Z 3452 followers, XXX engagements

"Possibly but I don't think OAI/Anthropic need to lose for SaaS to gain. They operate in a different part of the stack -- providing the tokens that power agents that are accessed via apps. OAI uses Atlassian and Workdays products. SaaS capitulation has already happened imo and evidently so based on all the endless negative sentiment"
X Link @sigmazerocap 2025-10-16T20:28Z 3450 followers, XXX engagements

"@unusual_whales As it should be -- RoW is simply behind. Productive liquid assets that generate profits will always be a far greater investment than a fixed home with pipes bursting every year"
X Link @sigmazerocap 2025-10-16T20:32Z 3451 followers, 1087 engagements

"@Chorzz18 Yup makes sense. Thats why Im not betting the farm on SaaS here but if theres any time to start looking / adding some positions its now"
X Link @sigmazerocap 2025-10-16T21:03Z 3451 followers, XX engagements

creator/x::sigmazerocap
/creator/x::sigmazerocap