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# ![@stoic_point Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1532807169787080705.png) @stoic_point Stoic Point Capital Management

Stoic Point Capital Management posts on X about $evlv, ai, in the, express the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1532807169787080705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:interactions.svg)

- [--] Week [-------] +1,216%
- [--] Month [-------] +892%
- [--] Months [-------] +64%
- [--] Year [---------] +776%

### Mentions: [--] [#](/creator/twitter::1532807169787080705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:posts_active.svg)

- [--] Week [--] +46%
- [--] Month [--] +6.20%
- [--] Months [---] +211%
- [--] Year [---] +506%

### Followers: [-----] [#](/creator/twitter::1532807169787080705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:followers.svg)

- [--] Week [-----] +0.28%
- [--] Month [-----] +1.50%
- [--] Months [-----] +14%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1532807169787080705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1532807169787080705/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  19% [stocks](/list/stocks)  18% [technology brands](/list/technology-brands)  7% [cryptocurrencies](/list/cryptocurrencies)  5% [social networks](/list/social-networks)  3% [countries](/list/countries)  3% [travel destinations](/list/travel-destinations)  3% [vc firms](/list/vc-firms)  #398 [fashion brands](/list/fashion-brands)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[$evlv](/topic/$evlv) #3, [ai](/topic/ai) 15%, [in the](/topic/in-the) 10%, [express](/topic/express) 9%, [$luxe](/topic/$luxe) #3, [hosted](/topic/hosted) #1119, [the new](/topic/the-new) 4%, [biz](/topic/biz) 4%, [investment](/topic/investment) 3%, [the first](/topic/the-first) 3%

**Top accounts mentioned or mentioned by**
[@evolvtechnology](/creator/undefined) [@sumzero](/creator/undefined) [@stoicpoint](/creator/undefined) [@alphasenseinc](/creator/undefined) [@grok](/creator/undefined) [@opmpod](/creator/undefined) [@ragingbullcap](/creator/undefined) [@onisacsmalc](/creator/undefined) [@iainmartin](/creator/undefined) [@leboenojeannot](/creator/undefined) [@pitdesi](/creator/undefined) [@nbhorwitz](/creator/undefined) [@sammykoppelman](/creator/undefined) [@nicochristie](/creator/undefined) [@altafoxcapital](/creator/undefined) [@stockjabber](/creator/undefined) [@altafoxcapitals](/creator/undefined) [@thedailyillini](/creator/undefined) [@variantviewx](/creator/undefined) [@hardrockstadium](/creator/undefined)

**Top assets mentioned**
[pepe in a memes world (PEW)](/topic/$pew) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [MYT Netherlands Parent B.V. (MYTE)](/topic/$myte) [Navan, Inc. (NAVN)](/topic/$navn) [YELP INC. (YELP)](/topic/$yelp) [Bitcoin (BTC)](/topic/bitcoin) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Motorola Solutions Inc (MSI)](/topic/$msi) [CCC Intelligent Solutions Holdings Inc. (CCCS)](/topic/$cccs) [CyberVein (CVT)](/topic/$cvt) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Sprinklr Inc. (CXM)](/topic/$cxm) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Now Coin (NOW)](/topic/$now) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"(1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their financial advisor prior to making any investment decision. This post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their"  
[X Link](https://x.com/stoic_point/status/1939731950811664822)  2025-06-30T17:05Z [----] followers, 24.9K engagements


"GrabAGun more like CatchAKnife amirite $PEW https://t.co/ZgOclu4nnr https://t.co/ZgOclu4nnr"  
[X Link](https://x.com/stoic_point/status/1947314645930533226)  2025-07-21T15:16Z [----] followers, [----] engagements


"Really enjoyed this conversation with @opmpod And loved trying the new format 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is changing the analyst role and more. https://t.co/JTcBloYndI 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is"  
[X Link](https://x.com/stoic_point/status/1965502180309561504)  2025-09-09T19:46Z [----] followers, [----] engagements


"This is a HUGE deal. $AXON top exec joins $EVLV board Henrik Khl is responsible for some legendary Axon investments: Flock Safety (7.5x) Cellebrite $CLBT Skydio (top drone maker) Fusus Dedrone. Evolvs board now has M&A heads from both $AXON and $MSI to steer it"  
[X Link](https://x.com/stoic_point/status/2021948117508403623)  2026-02-12T14:02Z [----] followers, [----] engagements


"$BCSS Private equity is returning to SPACs. Past SPAC PE sponsors incl. Thoma Dragoneer True Wind. Last cycle PE did some "good" deals w/ quality targets $CLBT $CVT $ROVR $CCCS $IS Could we soon start to see quality companies come public via SPAC again https://twitter.com/i/web/status/1965485927289290871 https://twitter.com/i/web/status/1965485927289290871"  
[X Link](https://x.com/stoic_point/status/1965485927289290871)  2025-09-09T18:42Z [----] followers, [----] engagements


"Is Haveli conducting the slowest and sneakiest LBO at $BLND"  
[X Link](https://x.com/stoic_point/status/1998041877728334013)  2025-12-08T14:48Z [----] followers, [----] engagements


"PR crises happening increasingly over social (Bud Light Cracker Barrel Astronomer and now Hilton) and the need to detect assess and respond in a fast & coordinated manner across channels is a big reason why $CXM is used by so many F500 companies. Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk"  
[X Link](https://x.com/stoic_point/status/2008534497667751949)  2026-01-06T13:41Z [----] followers, [----] engagements


"Broken IPOs. Anything interesting"  
[X Link](https://x.com/stoic_point/status/2014045886511456483)  2026-01-21T18:42Z [----] followers, [----] engagements


"First $ANGI and now $VMEO. Two former $IAC cos doing massive RIFs this month replacing ppl with AI. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by private equity in a technology company skin suit. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by"  
[X Link](https://x.com/stoic_point/status/2014459329672626231)  2026-01-22T22:05Z [----] followers, [----] engagements


"$EVLV demand: when the tech is needed so much that workers go on strike to get it "hospitals have taken steps in line with some of the nurses demands.Mount Sinai.wrote that the hospital.was purchasing a weapons detection system.called Evolv" https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/ https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/"  
[X Link](https://x.com/stoic_point/status/2018389076664357279)  2026-02-02T18:20Z [----] followers, [----] engagements


"$EVLV East Baton Rouge Parish Schools Triples its Evolv Express Gen2 Fleet https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security"  
[X Link](https://x.com/stoic_point/status/2018698844226343209)  2026-02-03T14:51Z [----] followers, [---] engagements


"Streets are getting flooded with bathwater"  
[X Link](https://x.com/anyuser/status/2018765235419779547)  2026-02-03T19:15Z [----] followers, [---] engagements


"$EVLV "New bill aimed at keeping Georgia schools safer is being discussed by state leaders. It would require local school districts to install weapons detection systems in entrances." https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/ https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/"  
[X Link](https://x.com/stoic_point/status/2018827777911484554)  2026-02-03T23:23Z [----] followers, [----] engagements


"@grok how many total public schools are there in Georgia"  
[X Link](https://x.com/stoic_point/status/2018829247759204451)  2026-02-03T23:29Z [----] followers, [---] engagements


"Gwinnett was the largest deal in @EvolvTechnology history SO FAR. But shouldn't be surprising to see more states do this. At least [--] times last year (Apr Oct Nov) @EvolvTechnology stopped a kid with a loaded gun at a Georgia school"  
[X Link](https://x.com/stoic_point/status/2018833678999417339)  2026-02-03T23:47Z [----] followers, [---] engagements


"$EVLV this MASSIVE bill is moving along and ALONE would be more than a entire year's worth of units and new ARR.go GA "The state would fund purchases of detection systems." https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac"  
[X Link](https://x.com/stoic_point/status/2019764765732782150)  2026-02-06T13:27Z [----] followers, [----] engagements


"Great points. What's safe in tech right now sounds a lot like $EVLV these days (no pun intended) This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) - This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world"  
[X Link](https://x.com/stoic_point/status/2020681374462800157)  2026-02-09T02:09Z [----] followers, [----] engagements


"How does this square with the wreckage in public SaaS from Claude Legal Who's wrong - public investors or VCs Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch https://t.co/skXhaAZcCO 📥 Send tips https://t.co/wlNZvXtJTU Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch"  
[X Link](https://x.com/stoic_point/status/2020912703649570959)  2026-02-09T17:28Z [----] followers, [----] engagements


"$LUXE $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many"  
[X Link](https://x.com/stoic_point/status/2021207181434216590)  2026-02-10T12:58Z [----] followers, [---] engagements


"$EVLV x Carolina Tarheels Evolv Expands Presence in College Sports with Addition of Carolina Athletics https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"  
[X Link](https://x.com/stoic_point/status/2021220304811356665)  2026-02-10T13:50Z [----] followers, [---] engagements


"From $LUXE call re taking advantage of Saks: "Mytheresa is best positioned to take advantage of these opportunities. it's now the second quarter where we grew over 20% in the US at constant currency over 30%. So we are taking market share in the United States.But Net-A-Porter and Mr. Porter are absolutely well positioned as well. They are actually even stronger. Brand awareness and brand appreciation in the US. They are not as finely tuned yet. There's still work to be done but with warehouse operations out of Jersey being able to deliver same day in greater Manhattan. There's real"  
[X Link](https://x.com/stoic_point/status/2021227174234038452)  2026-02-10T14:18Z [----] followers, [---] engagements


"RT @stoic_point: (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @"  
[X Link](https://x.com/stoic_point/status/2021313360835342783)  2026-02-10T20:00Z [----] followers, [--] engagements


"RT @leboenojeannot: $EVLV at the TS Cowen Conference today found the perfect way to explain why as a SaaS company they have nothing to fe"  
[X Link](https://x.com/stoic_point/status/2021686095956554033)  2026-02-11T20:41Z [----] followers, [--] engagements


"@pitdesi If you're Anthropic and have your choice of capital partnerswhy take any $ from firms that are also funding your competitors VCs are supposed to be strategic advisors too (not just $) so why partner with someone conflicted by your success"  
[X Link](https://x.com/stoic_point/status/2022028012578107719)  2026-02-12T19:20Z [----] followers, [---] engagements


"SAKS GOING BK Core to our $LUXE pitch: industry structure SIGNIFICANTLY improves partly from a transformative deal but also competitors keep disappearing. Mkt chart needs constant updates: #3 Saks going BK. #4 FTCH parent raided by K-Feds. #8 Ssense filed for BK. Meanwhile. (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we"  
[X Link](https://x.com/stoic_point/status/2003521133963088338)  2025-12-23T17:40Z [----] followers, [----] engagements


"Great Q/point. Ecomm (lux ecomm w/ tighter subset of key partners/suppliers) has had a nasty history full of irrational actors pursuing mkt share funded by momo (see $FTCH who wiped out equity holders this way). $MYTE (now $LUXE) mgmt focused on strong cohort economics and now emerges the dominant survivor/must-have for luxury brands to distribute. https://twitter.com/i/web/status/2003525492234944607 https://twitter.com/i/web/status/2003525492234944607"  
[X Link](https://x.com/stoic_point/status/2003525492234944607)  2025-12-23T17:57Z [----] followers, [---] engagements


"Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg"  
[X Link](https://x.com/stoic_point/status/2004954301295431796)  2025-12-27T16:35Z [----] followers, [----] engagements


"$NAVN Have done some more reading here (perhaps the AI short report was too punitive).but that said still in search of a reason for why A16Z has bought $40mm of this stock recently (10% of mkt cap). Any takers Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. https://t.co/R49daq158Z Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't"  
[X Link](https://x.com/stoic_point/status/2009768798715584852)  2026-01-09T23:26Z [----] followers, [----] engagements


"Where is Thoma Bravo Where is Vista Stop this crisis at $NOW. Announce that all ARR is safe. LBO a top [--] enterprise SaaS company. Do it before Monday"  
[X Link](https://x.com/stoic_point/status/2016896471690543444)  2026-01-29T15:29Z [----] followers, [---] engagements


"Mount Sinai implementing $EVLV this year joining other NYC hospitals like NY Presbyterian which have had it for years"  
[X Link](https://x.com/stoic_point/status/2018405385468866772)  2026-02-02T19:25Z [----] followers, [----] engagements


"$EVLV stadium hosted Club World Cup last year was told by FIFA to use @EvolvTechnology and had such positive experience they came on as a customer FC Cincinnati Kicks Off [----] with Addition of Evolv Express Systems to TQL Stadium Entrances - https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances"  
[X Link](https://x.com/stoic_point/status/2019420679398125696)  2026-02-05T14:39Z [----] followers, [----] engagements


"People need to remember $CHRW already survived "digital disruptors" like Uber Freight Convoy (raised $1bn from blue chips) and many others. Instead of dying it adopted the tech itself and leveraged distribution to expand margins.sound familiar *cough cough SaaS* Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) https://t.co/Wt1A0PSD9l Freight forwarding is an industry that"  
[X Link](https://x.com/stoic_point/status/2022036264715973031)  2026-02-12T19:53Z [----] followers, [----] engagements


"$BFLY is up over 60% in the past month and more than 100% since summer and the chair of its audit committee just bought $570k in the open market doubling her position"  
[X Link](https://x.com/stoic_point/status/2001408512652644860)  2025-12-17T21:45Z [----] followers, [----] engagements


"JPM upgrades $LUXE today with a $14PT with a "second leg" going to $20+ (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not"  
[X Link](https://x.com/stoic_point/status/2022038501399859203)  2026-02-12T20:02Z [----] followers, [---] engagements


"Congrats @nbhorwitz @SammyKoppelman Well earned - including the writing you did on $EVLV tearing apart a lazy short thesis with real work https://www.hedgeweek.com/newsroom-driven-hedge-fund-hunterbrook-hits-100m-valuation/ https://www.hedgeweek.com/newsroom-driven-hedge-fund-hunterbrook-hits-100m-valuation/"  
[X Link](https://x.com/stoic_point/status/1944815992187838759)  2025-07-14T17:47Z [----] followers, [----] engagements


"This is why $EVLV will be everywhere. Venue side by side @EvolvTechnology vs. legacy metal detector. Video says it all"  
[X Link](https://x.com/stoic_point/status/1945145175568998779)  2025-07-15T15:35Z [----] followers, [----] engagements


"$PEW https://t.co/LJMfcTZgbA $PEW https://t.co/LJMfcTZgbA"  
[X Link](https://x.com/stoic_point/status/1945512824668635409)  2025-07-16T15:56Z [----] followers, [----] engagements


"$EVLV NEW largest school deal ever w/ $20mm contract (on top of $3mm already). Congrats to @EvolvTechnology and Gwinnett for working to keep students safe https://www.wsbradio.com/news/local/gwinnett-county-schools-approve-20m-security-upgrade-middle-high-schools/ZAWXSDDIWZCGNFWV32SREC57AU/ https://www.wsbradio.com/news/local/gwinnett-county-schools-approve-20m-security-upgrade-middle-high-schools/ZAWXSDDIWZCGNFWV32SREC57AU/"  
[X Link](https://x.com/stoic_point/status/1946269899770179842)  2025-07-18T18:04Z [----] followers, [----] engagements


"New mega hospital deal for $EVLV at Ohio State. "This update is a $9 million annual investment including the equipment and [--] additional staff to operate it." Worth a read to understand why all hospitals will eventually have @EvolvTechnology https://wexnermedical.osu.edu/mediaroom/pressreleaselisting/workplace-safety-review https://wexnermedical.osu.edu/mediaroom/pressreleaselisting/workplace-safety-review"  
[X Link](https://x.com/stoic_point/status/1948788959250968854)  2025-07-25T16:54Z [----] followers, 11.2K engagements


"Seems promising.but having a lot of trouble for basic LBO model w/ simple inputs. 1st it added FCF to debt instead of paying down. 2nd time after scolding it paid down debt and then excess FCF disappeared into the ether. @nicochristie can I send you the file Maybe there's a better way to prompt Thx Shortcut the first superhuman excel agent is live. While not perfect Shortcut beats first year analysts from McKinsey/Goldman head-to-head 89.1% (220:27) when blindly judged by their managers. We even gave humans 10x more time. Try Shortcut now (before your boss does). https://t.co/bOCVx6J77W"  
[X Link](https://x.com/stoic_point/status/1949883178866626785)  2025-07-28T17:22Z [----] followers, [----] engagements


"More growth funding + snuck in that $EVLV cash balance grew in Q2. "As of June [--] [----] prior to the closing of the new credit facility .had total cash cash equivalents and marketable securities of approximately $37 million compared to $35 million as of March [--] 2025." $EVLV Debt Restructuring: On July [--] [----] Evolv Technologies Holdings Inc. announced it entered a Credit Agreement that allows for up to $75 million in loans$30 million immediately and $30 million later plus a $15 million revolving credit facility for corporate purposes. $EVLV Debt Restructuring: On July [--] [----] Evolv"  
[X Link](https://x.com/stoic_point/status/1950548403840291199)  2025-07-30T13:25Z [----] followers, [----] engagements


"New $EVLV deployment at three historic venues in San Francisco for ballet opera and symphony. Mayor Lurie has placed public safety and modern efficient interaction at the top of his list. We are proud to be implementing that vision here https://www.sfcv.org/articles/music-news/frictionless-patron-screening-coming-sf-war-memorial-opera-house-and-davies https://www.sfcv.org/articles/music-news/frictionless-patron-screening-coming-sf-war-memorial-opera-house-and-davies"  
[X Link](https://x.com/stoic_point/status/1952373455661552113)  2025-08-04T14:17Z [----] followers, [----] engagements


"$EVLV upgraded to Buy at Lake Street $9 PT $EVLV reinstated with Buy at TD Cowen $10 PT"  
[X Link](https://x.com/stoic_point/status/1956329621651374487)  2025-08-15T12:18Z [----] followers, [----] engagements


"Worth reading re: $EVLV: "In districts with weapons detectors results are even better. In Edgecombe cases are down 75% Johnston 70% and Charlotte which installed the detectors after several guns were found at schools shows a 50% decrease." https://www.wral.com/news/investigates/wake-county-schools-resist-weapons-detectors-safety-gains-2025-august/ https://www.wral.com/news/investigates/wake-county-schools-resist-weapons-detectors-safety-gains-2025-august/"  
[X Link](https://x.com/stoic_point/status/1957561753535148033)  2025-08-18T21:54Z [----] followers, [----] engagements


"Another $EVLV UK arena deployment this morning Over the summer we introduced Evolv Technology to our arena 👇 It's a state-of-the-art security screening system that scans people in real time without having to take out your personal belongings 🔗 Read More 👉 https://t.co/C7K8ny9w66 https://t.co/bn0YbbTYKk Over the summer we introduced Evolv Technology to our arena 👇 It's a state-of-the-art security screening system that scans people in real time without having to take out your personal belongings 🔗 Read More 👉 https://t.co/C7K8ny9w66 https://t.co/bn0YbbTYKk"  
[X Link](https://x.com/stoic_point/status/1959978549202628882)  2025-08-25T13:57Z [----] followers, [----] engagements


"@ragingbullcap Would challenge you on GM% problem being structural & not fixable otherwise would have been fixed before. Not an issue about sharing $ w/ content creators and instead that COGS (cloud infra) aren't tied to revs. Remember me sharing a video w/ you is all cost and zero revenue"  
[X Link](https://x.com/stoic_point/status/1980679274983223432)  2025-10-21T16:55Z [----] followers, [---] engagements


"@ragingbullcap Video is expensive and their users don't watch ads in messages. Consider that text-heavy sites like $RDDT $NXDR and $YELP have amazing gross margins"  
[X Link](https://x.com/stoic_point/status/1980679606350107083)  2025-10-21T16:56Z [----] followers, [---] engagements


"$JAMF depressed SaaS going privatebeing sold by one large PE owner to another PE owner. Prediction: we will see more of this public SaaS-controlled-by-PE-selling-to-another-PE thing in the near to medium term Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw"  
[X Link](https://x.com/stoic_point/status/1983532108955193796)  2025-10-29T13:51Z [----] followers, [---] engagements


"Remember bitcoin treasury"  
[X Link](https://x.com/stoic_point/status/1990536812826407367)  2025-11-17T21:45Z [----] followers, [----] engagements


"RT @stoic_point: Remember bitcoin treasury"  
[X Link](https://x.com/stoic_point/status/2018179240840376742)  2026-02-02T04:26Z [----] followers, [--] engagements


"RT @grok: @stoic_point According to the latest NCES data for the [------] school year Georgia has [----] operating public elementary and sec"  
[X Link](https://x.com/stoic_point/status/2018830631292260508)  2026-02-03T23:35Z [----] followers, [--] engagements


"Has tweeted just [--] times this month about his failing SPAC deal ( $BRR / $CCCM).but over [--] times about $OPEN since buying shares and jumping on that bandwagon. Gotta respect the speed"  
[X Link](https://x.com/stoic_point/status/1957460926640349621)  2025-08-18T15:13Z [----] followers, [----] engagements


"Those redeeming or tendering for warrants have outperformed other De-SPACs and IPOs since announcement. Profitable cos. (a loose proxy for quality) have done even better relative"  
[X Link](https://x.com/anyuser/status/1551359388966801408)  2022-07-25T00:11Z [----] followers, [--] engagements


"@AltaFoxCapital @StockJabber Said another way: biz that can/will make money just as interesting to us as a biz that does make money today. To answer @altafoxcapitals original question (from the De-SPAC perspective) heres a list of currently profitable (22 EBITDA guidance) De-SPACs with valuation"  
[X Link](https://x.com/anyuser/status/1556404317241757696)  2022-08-07T22:18Z [----] followers, [--] engagements


"#TBT to one of the best SPAC filings of all time. Just a standard update about rescheduling the vote date.and an attempted coup at your merger target. $ADER"  
[X Link](https://x.com/stoic_point/status/1557873247902842880)  2022-08-11T23:35Z [----] followers, [--] engagements


"Where are the best long/short alpha opportunities today We think they're among hundreds of recently listed companies most arent focused on. Heres why De-SPACs merit real focus and could offer the most L/S alpha in the next few years. Some numbers and facts (thread):"  
[X Link](https://x.com/anyuser/status/1558825191093850113)  2022-08-14T14:37Z [----] followers, [--] engagements


"The ol sue your customers for making a biz decision to leave. That will fix it. Cant possibly be because the ad product is terrible ROI. Just how bad are things A Message to X Users https://t.co/6bZOYPhWVa A Message to X Users https://t.co/6bZOYPhWVa"  
[X Link](https://x.com/anyuser/status/1820849464627872006)  2024-08-06T15:48Z [----] followers, 14.1K engagements


"Does $EVLV work News did an open records request for a district that just installed: 1st yr: [--] knives [--] guns [--] stun guns. District expanding deployment. Worth a watch. Bravo @EvolvTechnology https://www.whas11.com/article/news/education/jcps-weapon-detections-system-effective-evolv-louisville-kentucky/417-6e6a3699-d038-4059-b596-343d204fbf2e https://www.whas11.com/article/news/education/jcps-weapon-detections-system-effective-evolv-louisville-kentucky/417-6e6a3699-d038-4059-b596-343d204fbf2e"  
[X Link](https://x.com/anyuser/status/1841849310939644006)  2024-10-03T14:34Z [----] followers, [----] engagements


"$EVLV signs 48-month contract to begin in Sept. Sales person tells cust if weapons detector arrives in Aug go ahead and use it early for free. Doesn't tell finance group. Since it's SaaS rev gets recognized earlier than it's supposed to be. The fix now is add a month to a contract so [--] denominator goes [--] or so. So rev doesn't change but gets recognized over longer term"  
[X Link](https://x.com/anyuser/status/1849823516712976739)  2024-10-25T14:41Z [----] followers, [----] engagements


"Last week @EvolvTechnology stopped a gun at a Kentucky HS. This morning it stopped a gun at HS in Illinois. Yesterday it alerted on a gun in Pittsburg. $EVLV Champaign Central High School student arrested for bringing gun to school via @thedailyillini https://dailyillini.com/p=349265 https://dailyillini.com/p=349265"  
[X Link](https://x.com/anyuser/status/1857505302939316702)  2024-11-15T19:25Z [----] followers, [---] engagements


"I spoke to several influential and experienced operators in the sports venue worldas a group those operators seemed to view the issues as corporate governance and financial reporting problems and not immediately indicative of some wider rot. $EVLV https://www.sportsbusinessjournal.com/SB-Blogs/Newsletter-Facilities/2024/11/25.aspx https://www.sportsbusinessjournal.com/SB-Blogs/Newsletter-Facilities/2024/11/25.aspx"  
[X Link](https://x.com/anyuser/status/1861212812485239034)  2024-11-26T00:58Z [----] followers, [----] engagements


"$EVLV Vaughn said the rollout of the new system has been smooth. "Districtwide we screened [----] students and that took us approximately [--] minutes" https://www.cbsnews.com/philadelphia/news/upper-darby-schools-security-system-artificial-intelligence/ https://www.cbsnews.com/philadelphia/news/upper-darby-schools-security-system-artificial-intelligence/"  
[X Link](https://x.com/anyuser/status/1867223679454822820)  2024-12-12T15:03Z [----] followers, [---] engagements


"$EVLV has greatly reduced lines and wait times to enter the Capitol. In the first [--] mosonly about 19% of [------] visitors required additional screening. Previously 100% of visitors and their belongings had to be screened significantly delaying entry https://suntimesnews.com/2024/12/23/department-of-public-safety-highlights-2024-accomplishments-to-advance-public-safety-in-missouri/ https://suntimesnews.com/2024/12/23/department-of-public-safety-highlights-2024-accomplishments-to-advance-public-safety-in-missouri/"  
[X Link](https://x.com/anyuser/status/1871259937181233459)  2024-12-23T18:21Z [----] followers, [----] engagements


"$EVLV @EvolvTechnology protecting CES Lots of security in Las Vegas right now. Also just about every event I attend now uses the Evolv AI powered weapons detection scanner instead of traditional metal detectors. https://t.co/FpEV00MM1o https://t.co/H4pHguZqb8 Lots of security in Las Vegas right now. Also just about every event I attend now uses the Evolv AI powered weapons detection scanner instead of traditional metal detectors. https://t.co/FpEV00MM1o https://t.co/H4pHguZqb8"  
[X Link](https://x.com/anyuser/status/1876703793368240619)  2025-01-07T18:53Z [----] followers, [---] engagements


"$EVLV going into large NJ healthcare system. "We have a long-standing commitment to maintaining weapons-free hospitals and practices. Through [----] we will be installing and using Evolv units in more of our hospitals and practices." https://www.atlanticare.org/patients-and-visitors/safety-measures-at-atlanticare-facilities https://www.atlanticare.org/patients-and-visitors/safety-measures-at-atlanticare-facilities"  
[X Link](https://x.com/anyuser/status/1878794376815792561)  2025-01-13T13:21Z [----] followers, [----] engagements


"Nextdoor board member (Founder & Chairman of Glassdoor) buys $500k of $KIND. Company itself shrank share count 5% in [----]. Shares trading 35% above cash"  
[X Link](https://x.com/anyuser/status/1897399179615592543)  2025-03-05T21:29Z [----] followers, [----] engagements


"$EVLV in case there remains any doubt on how effective and important this company and technology are https://www.wdrb.com/wdrb-investigates/weapon-detection-system-used-in-jcps-schools-has-found-guns-knives-on-students-this-year/article_34b66f98-ff6c-11ef-802d-fb121f18bb4e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share https://www.wdrb.com/wdrb-investigates/weapon-detection-system-used-in-jcps-schools-has-found-guns-knives-on-students-this-year/article_34b66f98-ff6c-11ef-802d-fb121f18bb4e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"  
[X Link](https://x.com/anyuser/status/1899906086465134809)  2025-03-12T19:31Z [----] followers, [----] engagements


"TD Cowen out here executing some Canadian vengence for not getting picked as a bookrunner on AI IPOs. Doing a spectacular job making longs in AI names like $NBIS $CORZ $CRWV very nervous"  
[X Link](https://x.com/anyuser/status/1904937236115972139)  2025-03-26T16:43Z [----] followers, [----] engagements


"$EVLV Gen [--] Express + eXpedite AI x-ray bag scanning in London"  
[X Link](https://x.com/anyuser/status/1905319318130487365)  2025-03-27T18:01Z [----] followers, [---] engagements


"$EVLV Evolv should be at every school. And they probably will be. Great work @EvolvTechnology The school says the Evolv Safer Experience System flagged the students bookbag and during a search the weapon was found. https://www.wsbradio.com/news/local/evolv-detection-device-finds-gun-hidden-backpack-midtown-high-school/IHCQS7XKKRAFXGVG3H55BI6AN4/ https://www.wsbradio.com/news/local/evolv-detection-device-finds-gun-hidden-backpack-midtown-high-school/IHCQS7XKKRAFXGVG3H55BI6AN4/"  
[X Link](https://x.com/anyuser/status/1908172905302860248)  2025-04-04T15:00Z [----] followers, [----] engagements


"$EVLV "The hospital has invested in the Evolv Express weapon detection system and these devices will be installed at the 24-hour entrances to the hospital including at the Emergency Department and the main entrance on North James Street" https://www.romesentinel.com/entertainment-life/health-fitness-and-recreation/rome-health-evolv-express-security-system/article_2109f4f5-8f9e-4df0-8bf6-5cfd719ff0b9.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"  
[X Link](https://x.com/anyuser/status/1916161005388025970)  2025-04-26T16:02Z [----] followers, [---] engagements


"$EVLV Business Update from Evolvs CEO. Watch the update on our press release page: https://t.co/OxOACdVNJV #Evolv #EvolvTechnology #CompanyUpdate #EvolvExpress #EvolveXpedite https://t.co/FMre8hP2LK Business Update from Evolvs CEO. Watch the update on our press release page: https://t.co/OxOACdVNJV #Evolv #EvolvTechnology #CompanyUpdate #EvolvExpress #EvolveXpedite https://t.co/FMre8hP2LK"  
[X Link](https://x.com/anyuser/status/1917584678137258400)  2025-04-30T14:19Z [----] followers, [----] engagements


"Surprised after all the momo attention Farfetch $FTCH garnered years ago burning cash and constantly raising capital that many have not paid attention to $MYTE now $LUXE. Will be operating with a massive cash position generating cash and is the last (wo)man standing Minot Light Capital Partners on the Mytheresa $MYTE opportunity https://t.co/ErAEqRgTgV Minot Light Capital Partners on the Mytheresa $MYTE opportunity https://t.co/ErAEqRgTgV"  
[X Link](https://x.com/anyuser/status/1922679856484986918)  2025-05-14T15:46Z [----] followers, [----] engagements


"$EVLV this AM a 3rd gun caught in Nashville in nearly a week Whites Creeks Evolv detection system alerted staff to check the teens backpack as he came into the building. The pistol had an extended magazine and the serial number was scratched off. https://www.nashville.gov/departments/police/news/whites-creek-high-student-arrested-bringing-gun-school https://www.nashville.gov/departments/police/news/whites-creek-high-student-arrested-bringing-gun-school"  
[X Link](https://x.com/anyuser/status/1923027090951012439)  2025-05-15T14:46Z [----] followers, [----] engagements


"$EVLV Q1'25 42% revenue growth (vs. 41% in Q4'24 and 37% in Q3'24). Growth accelerating. Earnings call May 20th"  
[X Link](https://x.com/anyuser/status/1923135766873403424)  2025-05-15T21:57Z [----] followers, 21.8K engagements


"$EVLV also re-launched at Cantor w/ $7 PT and PT upped to $8.25 at Craig-Hallum $EVLV upgraded to outperform at Northland with $7.5 PT. $EVLV upgraded to outperform at Northland with $7.5 PT"  
[X Link](https://x.com/anyuser/status/1925175425023823998)  2025-05-21T13:02Z [----] followers, [----] engagements


"$GOOGL x $EVLV spotted during a late night jog in NYC yesterday @variantview_X"  
[X Link](https://x.com/anyuser/status/1927694338168905815)  2025-05-28T11:51Z [----] followers, [----] engagements


"$EVLV new high profile win. Not surprising.Hard Rock was using Opengate (throughput and false positives sucked) and desperately needed to upgrade after the Copa America disaster last year https://www.axios.com/local/miami/2025/06/04/world-cup-hard-rock-security-copa-america $EVLV @EvolvTechnology at the Miami @HardRockStadium https://t.co/Jcoops4hIa https://www.axios.com/local/miami/2025/06/04/world-cup-hard-rock-security-copa-america $EVLV @EvolvTechnology at the Miami @HardRockStadium https://t.co/Jcoops4hIa"  
[X Link](https://x.com/anyuser/status/1934985702577787368)  2025-06-17T14:45Z [----] followers, [----] engagements


"$EVLV substantial new deal for eXpedite. Dekalb (existing Express customer) now adding [--] units of AI bag scanning to all middle and high schools in a $3mm deal https://www.11alive.com/article/news/education/dekalb-county-schools-superintendent-talks-preps-upcoming-year-new-technology/85-248e4f4c-eabb-402f-9f39-e0de5afd5728 https://www.11alive.com/article/news/education/dekalb-county-schools-superintendent-talks-preps-upcoming-year-new-technology/85-248e4f4c-eabb-402f-9f39-e0de5afd5728"  
[X Link](https://x.com/anyuser/status/1936075504223932489)  2025-06-20T14:55Z [----] followers, [----] engagements


"$EVLV in the UK where Martyn's Law mandates venues must be secured"  
[X Link](https://x.com/anyuser/status/1937561780160745757)  2025-06-24T17:21Z [----] followers, [----] engagements


"$EVLV in industrial workplaces protecting $ACHR Honda VW Mattel HelloFresh"  
[X Link](https://x.com/anyuser/status/1937878198739706257)  2025-06-25T14:19Z [----] followers, [----] engagements


"$EVLV substantial new $2.5mm deployment with CA school district buying [--] units"  
[X Link](https://x.com/anyuser/status/1938597003782672583)  2025-06-27T13:55Z [----] followers, [----] engagements


"$EVLV "The goal is to open [--] locations within five years" Cosm just announced that the company will be opening its fifth venue in downtown Cleveland. They currently have locations in Los Angeles and Dallas with Atlanta Detroit and now Cleveland in progress. The goal is to open [--] locations within five years. https://t.co/E3LSaBeS02 Cosm just announced that the company will be opening its fifth venue in downtown Cleveland. They currently have locations in Los Angeles and Dallas with Atlanta Detroit and now Cleveland in progress. The goal is to open [--] locations within five years."  
[X Link](https://x.com/anyuser/status/1942292045135241373)  2025-07-07T18:38Z [----] followers, [----] engagements


"FIFA chooses $EVLV fan entry screening at each of the tournaments [--] host stadiums and for ingress screening at additional sitesIn total more than [---] Express units are being deployed.after a comprehensive evaluation and competitive process https://evolv.com/resources/press-releases/evolv-fifa-club-world-cup-2025/ https://evolv.com/resources/press-releases/evolv-fifa-club-world-cup-2025/"  
[X Link](https://x.com/anyuser/status/1942573601816994007)  2025-07-08T13:16Z [----] followers, [----] engagements


"$NVDA x $EVLV"  
[X Link](https://x.com/anyuser/status/1943358864185004104)  2025-07-10T17:17Z [----] followers, [----] engagements


"More new $EVLV deployments at important UK venues (Not to be confused with the U.S. National Museum of Natural History which is already an Evolv customer.along with all Smithsonians)"  
[X Link](https://x.com/anyuser/status/1944818925008830888)  2025-07-14T17:58Z [----] followers, [----] engagements


"Just did this and it wasso much better than CLEAR. Didnt even have to scan my boarding pass. Just coasted thru. Why is this not a huge problem for $YOU Have you heard of TSA Precheck Touchless ID Watch this video to learn how you can make the fast lane even faster https://t.co/nigLL2jI7j Have you heard of TSA Precheck Touchless ID Watch this video to learn how you can make the fast lane even faster https://t.co/nigLL2jI7j"  
[X Link](https://x.com/anyuser/status/1946432387187106027)  2025-07-19T04:50Z [----] followers, 24K engagements


"$EVLV adds another SC district in a $1mm deal as more schools adopt AI weapons detection tech https://www.wyff4.com/article/spartanburg-schools-install-ai-metal-detectors-sc/65451010 https://www.wyff4.com/article/spartanburg-schools-install-ai-metal-detectors-sc/65451010"  
[X Link](https://x.com/anyuser/status/1947270583923970196)  2025-07-21T12:21Z [----] followers, [----] engagements


"If youre lucky enough to be in the beta test group for the new $NXDR AI would highly recommend it. Faves makes it better than Yelp"  
[X Link](https://x.com/anyuser/status/1947645702672420947)  2025-07-22T13:11Z [----] followers, [----] engagements


"More international opps and use cases. $EVLV at a shopping mall in Santiago Chile"  
[X Link](https://x.com/anyuser/status/1947708881251242049)  2025-07-22T17:22Z [----] followers, [----] engagements


"$EVLV Picnics live music and now an efficient way to get through the gates. 🎶 @sterngrovefest l is using Evolv Express to welcome guests all while helping keep the focus on making fun memories. 📖 Read more: https://t.co/2FyKSHtoLp #SternGroveFestival #EventSecurity https://t.co/gnz4dPuTZL Picnics live music and now an efficient way to get through the gates. 🎶 @sterngrovefest l is using Evolv Express to welcome guests all while helping keep the focus on making fun memories. 📖 Read more: https://t.co/2FyKSHtoLp #SternGroveFestival #EventSecurity https://t.co/gnz4dPuTZL"  
[X Link](https://x.com/anyuser/status/1948426569200083410)  2025-07-24T16:54Z [----] followers, [----] engagements


"$EVLV new GA district deal "Cherokee County Schools.Evolv weapons detectors are being added to all middle and high schools". https://thegeorgiasun.com/family/education/back-to-school-whats-new-in-georgia-schools-this-year/#google_vignette https://thegeorgiasun.com/family/education/back-to-school-whats-new-in-georgia-schools-this-year/#google_vignette"  
[X Link](https://x.com/anyuser/status/1949832221830885847)  2025-07-28T14:00Z [----] followers, [----] engagements


"@firstadopter More like Austin we have a problem"  
[X Link](https://x.com/stoic_point/status/1955443894818312629)  2025-08-13T01:38Z [----] followers, [----] engagements


"$EVLV raising guidance well above high end of prior range and raising EBITDA margin"  
[X Link](https://x.com/anyuser/status/1956087898429923734)  2025-08-14T20:17Z [----] followers, 14.2K engagements


"$EVLV stops a student w/ a loaded gun in Nashville this morning. Bravo @EvolvTechnology "The school located it as he went through the Evolv detection system upon arrival into the building." https://www.newschannel5.com/news/17-year-old-arrested-at-maplewood-high-after-a-loaded-handgun-was-found-in-his-backpack https://www.newschannel5.com/news/17-year-old-arrested-at-maplewood-high-after-a-loaded-handgun-was-found-in-his-backpack"  
[X Link](https://x.com/anyuser/status/1957842758388842793)  2025-08-19T16:31Z [----] followers, [----] engagements


"$EVLV Friday challenge - do you see what I see (Blink and you'll miss it) President @realDonaldTrump wears his Trump Was Right About Everything Hat as he makes a surprise appearance at The Peoples House gift shop across the street from the White House https://t.co/qly37cT5cc President @realDonaldTrump wears his Trump Was Right About Everything Hat as he makes a surprise appearance at The Peoples House gift shop across the street from the White House https://t.co/qly37cT5cc"  
[X Link](https://x.com/anyuser/status/1958936094701232547)  2025-08-22T16:55Z [----] followers, [----] engagements


"$EVLV "Starting in the [----] football season Evolv Express security screening stations will be installed at stadium entrances." https://kmph.com/news/local/clovis-unified-enhances-stadium-security-with-new-screening-technology https://kmph.com/news/local/clovis-unified-enhances-stadium-security-with-new-screening-technology"  
[X Link](https://x.com/anyuser/status/1959957432165093547)  2025-08-25T12:34Z [----] followers, [---] engagements


"$EVLV visual confirmation Sutter Health (24 hospitals 200+ outpatient facilities) has deployed both Express and eXpedite AI bag scanning (Berkeley location)"  
[X Link](https://x.com/anyuser/status/1960343977909014645)  2025-08-26T14:10Z [----] followers, [----] engagements


"@CasinoCapital vibes"  
[X Link](https://x.com/anyuser/status/1961479665740111913)  2025-08-29T17:22Z [----] followers, [----] engagements


"A few days late to this party but thought this was excellent and a good listen for anyone considering striking out on their own Full episode of @opmpod with @hfreflection on. 01:12 Introducing Hedge Fund Reflections 04:04 The Untraditional vs. the Traditional Path 10:20 Publishing Investment Research 15:09 First [--] Hedge Fund Jobs 20:30 Fundamental Edge AI Academy 21:59 How to Pick the Right Hedge Fund https://t.co/MjDaLYGVOV Full episode of @opmpod with @hfreflection on. 01:12 Introducing Hedge Fund Reflections 04:04 The Untraditional vs. the Traditional Path 10:20 Publishing Investment"  
[X Link](https://x.com/anyuser/status/1963418679896395918)  2025-09-04T01:47Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@stoic_point Avatar @stoic_point Stoic Point Capital Management

Stoic Point Capital Management posts on X about $evlv, ai, in the, express the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Engagements Line Chart

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Social Influence

Social category influence finance 19% stocks 18% technology brands 7% cryptocurrencies 5% social networks 3% countries 3% travel destinations 3% vc firms #398 fashion brands 1% financial services 1%

Social topic influence $evlv #3, ai 15%, in the 10%, express 9%, $luxe #3, hosted #1119, the new 4%, biz 4%, investment 3%, the first 3%

Top accounts mentioned or mentioned by @evolvtechnology @sumzero @stoicpoint @alphasenseinc @grok @opmpod @ragingbullcap @onisacsmalc @iainmartin @leboenojeannot @pitdesi @nbhorwitz @sammykoppelman @nicochristie @altafoxcapital @stockjabber @altafoxcapitals @thedailyillini @variantviewx @hardrockstadium

Top assets mentioned pepe in a memes world (PEW) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) MYT Netherlands Parent B.V. (MYTE) Navan, Inc. (NAVN) YELP INC. (YELP) Bitcoin (BTC) Axon Enterprise, Inc. (AXON) Motorola Solutions Inc (MSI) CCC Intelligent Solutions Holdings Inc. (CCCS) CyberVein (CVT) Blend Labs, Inc. (BLND) Sprinklr Inc. (CXM) Angi Inc. Class A Common Stock (ANGI) IAC/InterActiveCorp Common Stock (IAC) Now Coin (NOW) CH Robinson Worldwide Inc (CHRW) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"(1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their financial advisor prior to making any investment decision. This post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their"
X Link 2025-06-30T17:05Z [----] followers, 24.9K engagements

"GrabAGun more like CatchAKnife amirite $PEW https://t.co/ZgOclu4nnr https://t.co/ZgOclu4nnr"
X Link 2025-07-21T15:16Z [----] followers, [----] engagements

"Really enjoyed this conversation with @opmpod And loved trying the new format 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is changing the analyst role and more. https://t.co/JTcBloYndI 1/ TWO new episodes of @opmpod dropped today with the guys from @stoic_point. In the first episode we discussed their path from $3m to $100m in AUM. their views on using social media negotiating with service providers how AI is"
X Link 2025-09-09T19:46Z [----] followers, [----] engagements

"This is a HUGE deal. $AXON top exec joins $EVLV board Henrik Khl is responsible for some legendary Axon investments: Flock Safety (7.5x) Cellebrite $CLBT Skydio (top drone maker) Fusus Dedrone. Evolvs board now has M&A heads from both $AXON and $MSI to steer it"
X Link 2026-02-12T14:02Z [----] followers, [----] engagements

"$BCSS Private equity is returning to SPACs. Past SPAC PE sponsors incl. Thoma Dragoneer True Wind. Last cycle PE did some "good" deals w/ quality targets $CLBT $CVT $ROVR $CCCS $IS Could we soon start to see quality companies come public via SPAC again https://twitter.com/i/web/status/1965485927289290871 https://twitter.com/i/web/status/1965485927289290871"
X Link 2025-09-09T18:42Z [----] followers, [----] engagements

"Is Haveli conducting the slowest and sneakiest LBO at $BLND"
X Link 2025-12-08T14:48Z [----] followers, [----] engagements

"PR crises happening increasingly over social (Bud Light Cracker Barrel Astronomer and now Hilton) and the need to detect assess and respond in a fast & coordinated manner across channels is a big reason why $CXM is used by so many F500 companies. Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk Hilton Hotel Plunges Into PR Crisis Mode After "Coordinated Campaign" To Cancel ICE Agent Bookings https://t.co/qWSp8FE1Xk"
X Link 2026-01-06T13:41Z [----] followers, [----] engagements

"Broken IPOs. Anything interesting"
X Link 2026-01-21T18:42Z [----] followers, [----] engagements

"First $ANGI and now $VMEO. Two former $IAC cos doing massive RIFs this month replacing ppl with AI. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by private equity in a technology company skin suit. Reviving this account to say: Almost everyone at Vimeo was laid off yesterday including the entire video team. If you're looking for talented engineers there are a few on the market. Sucks to see something I built killed by"
X Link 2026-01-22T22:05Z [----] followers, [----] engagements

"$EVLV demand: when the tech is needed so much that workers go on strike to get it "hospitals have taken steps in line with some of the nurses demands.Mount Sinai.wrote that the hospital.was purchasing a weapons detection system.called Evolv" https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/ https://dnyuz.com/2026/02/02/pay-staffing-safety-the-divisive-issues-in-the-nurses-strike/"
X Link 2026-02-02T18:20Z [----] followers, [----] engagements

"$EVLV East Baton Rouge Parish Schools Triples its Evolv Express Gen2 Fleet https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security https://ir.evolvtechnology.com/news/press-releases/detail/254/east-baton-rouge-parish-schools-triples-its-evolv-express-gen2-fleet-strengthening-districtwide-security"
X Link 2026-02-03T14:51Z [----] followers, [---] engagements

"Streets are getting flooded with bathwater"
X Link 2026-02-03T19:15Z [----] followers, [---] engagements

"$EVLV "New bill aimed at keeping Georgia schools safer is being discussed by state leaders. It would require local school districts to install weapons detection systems in entrances." https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/ https://www.wsbradio.com/news/local/state-leaders-discuss-new-bill-aimed-keep-georgia-schools-safer/CGO6SNUNCZCGBMTDOUK7HX53E4/"
X Link 2026-02-03T23:23Z [----] followers, [----] engagements

"@grok how many total public schools are there in Georgia"
X Link 2026-02-03T23:29Z [----] followers, [---] engagements

"Gwinnett was the largest deal in @EvolvTechnology history SO FAR. But shouldn't be surprising to see more states do this. At least [--] times last year (Apr Oct Nov) @EvolvTechnology stopped a kid with a loaded gun at a Georgia school"
X Link 2026-02-03T23:47Z [----] followers, [---] engagements

"$EVLV this MASSIVE bill is moving along and ALONE would be more than a entire year's worth of units and new ARR.go GA "The state would fund purchases of detection systems." https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac https://www.11alive.com/article/news/politics/bill-requiring-weapons-detection-schools/85-dd451e87-596d-4811-95cd-89480890dfac"
X Link 2026-02-06T13:27Z [----] followers, [----] engagements

"Great points. What's safe in tech right now sounds a lot like $EVLV these days (no pun intended) This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world (hardware manufacturing energy) - This is one of the most underrated observations in tech right now. if AI commoditizes software what's actually safe - regulated and liability-bearing businesses (someone has to be on the hook) - anything touching the physical world"
X Link 2026-02-09T02:09Z [----] followers, [----] engagements

"How does this square with the wreckage in public SaaS from Claude Legal Who's wrong - public investors or VCs Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch https://t.co/skXhaAZcCO 📥 Send tips https://t.co/wlNZvXtJTU Sources: AI legal software startup Harvey seeks to raise $200M led by Sequoia and GIC at an $11B valuation up from $8B after raising $160M in December [----] (@_iainmartin / Forbes) https://t.co/WmcrEIp5Ch"
X Link 2026-02-09T17:28Z [----] followers, [----] engagements

"$LUXE $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many $LUXE Q2 [----] earnings: Transformation Takes Hold: Profitability Returns LuxExperience (formerly Mytheresa) delivered a pivotal quarter validating its acquisition of YNAP. The Group returned to positive Adjusted EBITDA (13.2M 2.0% margin) significantly faster than many"
X Link 2026-02-10T12:58Z [----] followers, [---] engagements

"$EVLV x Carolina Tarheels Evolv Expands Presence in College Sports with Addition of Carolina Athletics https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork https://www.businesswire.com/news/home/20260210429261/en/Evolv-Expands-Presence-in-College-Sports-with-Addition-of-Carolina-Athleticsutm_campaign=shareaholic&utm_medium=twitter&utm_source=socialnetwork"
X Link 2026-02-10T13:50Z [----] followers, [---] engagements

"From $LUXE call re taking advantage of Saks: "Mytheresa is best positioned to take advantage of these opportunities. it's now the second quarter where we grew over 20% in the US at constant currency over 30%. So we are taking market share in the United States.But Net-A-Porter and Mr. Porter are absolutely well positioned as well. They are actually even stronger. Brand awareness and brand appreciation in the US. They are not as finely tuned yet. There's still work to be done but with warehouse operations out of Jersey being able to deliver same day in greater Manhattan. There's real"
X Link 2026-02-10T14:18Z [----] followers, [---] engagements

"RT @stoic_point: (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @"
X Link 2026-02-10T20:00Z [----] followers, [--] engagements

"RT @leboenojeannot: $EVLV at the TS Cowen Conference today found the perfect way to explain why as a SaaS company they have nothing to fe"
X Link 2026-02-11T20:41Z [----] followers, [--] engagements

"@pitdesi If you're Anthropic and have your choice of capital partnerswhy take any $ from firms that are also funding your competitors VCs are supposed to be strategic advisors too (not just $) so why partner with someone conflicted by your success"
X Link 2026-02-12T19:20Z [----] followers, [---] engagements

"SAKS GOING BK Core to our $LUXE pitch: industry structure SIGNIFICANTLY improves partly from a transformative deal but also competitors keep disappearing. Mkt chart needs constant updates: #3 Saks going BK. #4 FTCH parent raided by K-Feds. #8 Ssense filed for BK. Meanwhile. (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we"
X Link 2025-12-23T17:40Z [----] followers, [----] engagements

"Great Q/point. Ecomm (lux ecomm w/ tighter subset of key partners/suppliers) has had a nasty history full of irrational actors pursuing mkt share funded by momo (see $FTCH who wiped out equity holders this way). $MYTE (now $LUXE) mgmt focused on strong cohort economics and now emerges the dominant survivor/must-have for luxury brands to distribute. https://twitter.com/i/web/status/2003525492234944607 https://twitter.com/i/web/status/2003525492234944607"
X Link 2025-12-23T17:57Z [----] followers, [---] engagements

"Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg Andreessen Horowitz and another director bought over $10M of Navan $NAVN after its 25% dip since the IPO https://t.co/jggilQNgAg"
X Link 2025-12-27T16:35Z [----] followers, [----] engagements

"$NAVN Have done some more reading here (perhaps the AI short report was too punitive).but that said still in search of a reason for why A16Z has bought $40mm of this stock recently (10% of mkt cap). Any takers Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't know the biz. As Stoic Point integrates more AI into our process we've found one useful thing is have AI take the flip and write a short report. Wow just brutal but very good stuff. https://t.co/R49daq158Z Loving broken IPOs we thought VC insider buying at $NAVN could be interesting. But we don't"
X Link 2026-01-09T23:26Z [----] followers, [----] engagements

"Where is Thoma Bravo Where is Vista Stop this crisis at $NOW. Announce that all ARR is safe. LBO a top [--] enterprise SaaS company. Do it before Monday"
X Link 2026-01-29T15:29Z [----] followers, [---] engagements

"Mount Sinai implementing $EVLV this year joining other NYC hospitals like NY Presbyterian which have had it for years"
X Link 2026-02-02T19:25Z [----] followers, [----] engagements

"$EVLV stadium hosted Club World Cup last year was told by FIFA to use @EvolvTechnology and had such positive experience they came on as a customer FC Cincinnati Kicks Off [----] with Addition of Evolv Express Systems to TQL Stadium Entrances - https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances https://www.businesswire.com/news/home/20260205225712/en/FC-Cincinnati-Kicks-Off-2026-with-Addition-of-Evolv-Express-Systems-to-TQL-Stadium-Entrances"
X Link 2026-02-05T14:39Z [----] followers, [----] engagements

"People need to remember $CHRW already survived "digital disruptors" like Uber Freight Convoy (raised $1bn from blue chips) and many others. Instead of dying it adopted the tech itself and leveraged distribution to expand margins.sound familiar cough cough SaaS Freight forwarding is an industry that still largely runs on faxes phone calls PDFs emailed back and forth. ie. it hasn't fundamentally changed in decades. It may not be obvious but its the kind of thing AI eats first (tons of coordination low digitization high friction) https://t.co/Wt1A0PSD9l Freight forwarding is an industry that"
X Link 2026-02-12T19:53Z [----] followers, [----] engagements

"$BFLY is up over 60% in the past month and more than 100% since summer and the chair of its audit committee just bought $570k in the open market doubling her position"
X Link 2025-12-17T21:45Z [----] followers, [----] engagements

"JPM upgrades $LUXE today with a $14PT with a "second leg" going to $20+ (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and https://t.co/FkQPC4MHfj (1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not"
X Link 2026-02-12T20:02Z [----] followers, [---] engagements

"Congrats @nbhorwitz @SammyKoppelman Well earned - including the writing you did on $EVLV tearing apart a lazy short thesis with real work https://www.hedgeweek.com/newsroom-driven-hedge-fund-hunterbrook-hits-100m-valuation/ https://www.hedgeweek.com/newsroom-driven-hedge-fund-hunterbrook-hits-100m-valuation/"
X Link 2025-07-14T17:47Z [----] followers, [----] engagements

"This is why $EVLV will be everywhere. Venue side by side @EvolvTechnology vs. legacy metal detector. Video says it all"
X Link 2025-07-15T15:35Z [----] followers, [----] engagements

"$PEW https://t.co/LJMfcTZgbA $PEW https://t.co/LJMfcTZgbA"
X Link 2025-07-16T15:56Z [----] followers, [----] engagements

"$EVLV NEW largest school deal ever w/ $20mm contract (on top of $3mm already). Congrats to @EvolvTechnology and Gwinnett for working to keep students safe https://www.wsbradio.com/news/local/gwinnett-county-schools-approve-20m-security-upgrade-middle-high-schools/ZAWXSDDIWZCGNFWV32SREC57AU/ https://www.wsbradio.com/news/local/gwinnett-county-schools-approve-20m-security-upgrade-middle-high-schools/ZAWXSDDIWZCGNFWV32SREC57AU/"
X Link 2025-07-18T18:04Z [----] followers, [----] engagements

"New mega hospital deal for $EVLV at Ohio State. "This update is a $9 million annual investment including the equipment and [--] additional staff to operate it." Worth a read to understand why all hospitals will eventually have @EvolvTechnology https://wexnermedical.osu.edu/mediaroom/pressreleaselisting/workplace-safety-review https://wexnermedical.osu.edu/mediaroom/pressreleaselisting/workplace-safety-review"
X Link 2025-07-25T16:54Z [----] followers, 11.2K engagements

"Seems promising.but having a lot of trouble for basic LBO model w/ simple inputs. 1st it added FCF to debt instead of paying down. 2nd time after scolding it paid down debt and then excess FCF disappeared into the ether. @nicochristie can I send you the file Maybe there's a better way to prompt Thx Shortcut the first superhuman excel agent is live. While not perfect Shortcut beats first year analysts from McKinsey/Goldman head-to-head 89.1% (220:27) when blindly judged by their managers. We even gave humans 10x more time. Try Shortcut now (before your boss does). https://t.co/bOCVx6J77W"
X Link 2025-07-28T17:22Z [----] followers, [----] engagements

"More growth funding + snuck in that $EVLV cash balance grew in Q2. "As of June [--] [----] prior to the closing of the new credit facility .had total cash cash equivalents and marketable securities of approximately $37 million compared to $35 million as of March [--] 2025." $EVLV Debt Restructuring: On July [--] [----] Evolv Technologies Holdings Inc. announced it entered a Credit Agreement that allows for up to $75 million in loans$30 million immediately and $30 million later plus a $15 million revolving credit facility for corporate purposes. $EVLV Debt Restructuring: On July [--] [----] Evolv"
X Link 2025-07-30T13:25Z [----] followers, [----] engagements

"New $EVLV deployment at three historic venues in San Francisco for ballet opera and symphony. Mayor Lurie has placed public safety and modern efficient interaction at the top of his list. We are proud to be implementing that vision here https://www.sfcv.org/articles/music-news/frictionless-patron-screening-coming-sf-war-memorial-opera-house-and-davies https://www.sfcv.org/articles/music-news/frictionless-patron-screening-coming-sf-war-memorial-opera-house-and-davies"
X Link 2025-08-04T14:17Z [----] followers, [----] engagements

"$EVLV upgraded to Buy at Lake Street $9 PT $EVLV reinstated with Buy at TD Cowen $10 PT"
X Link 2025-08-15T12:18Z [----] followers, [----] engagements

"Worth reading re: $EVLV: "In districts with weapons detectors results are even better. In Edgecombe cases are down 75% Johnston 70% and Charlotte which installed the detectors after several guns were found at schools shows a 50% decrease." https://www.wral.com/news/investigates/wake-county-schools-resist-weapons-detectors-safety-gains-2025-august/ https://www.wral.com/news/investigates/wake-county-schools-resist-weapons-detectors-safety-gains-2025-august/"
X Link 2025-08-18T21:54Z [----] followers, [----] engagements

"Another $EVLV UK arena deployment this morning Over the summer we introduced Evolv Technology to our arena 👇 It's a state-of-the-art security screening system that scans people in real time without having to take out your personal belongings 🔗 Read More 👉 https://t.co/C7K8ny9w66 https://t.co/bn0YbbTYKk Over the summer we introduced Evolv Technology to our arena 👇 It's a state-of-the-art security screening system that scans people in real time without having to take out your personal belongings 🔗 Read More 👉 https://t.co/C7K8ny9w66 https://t.co/bn0YbbTYKk"
X Link 2025-08-25T13:57Z [----] followers, [----] engagements

"@ragingbullcap Would challenge you on GM% problem being structural & not fixable otherwise would have been fixed before. Not an issue about sharing $ w/ content creators and instead that COGS (cloud infra) aren't tied to revs. Remember me sharing a video w/ you is all cost and zero revenue"
X Link 2025-10-21T16:55Z [----] followers, [---] engagements

"@ragingbullcap Video is expensive and their users don't watch ads in messages. Consider that text-heavy sites like $RDDT $NXDR and $YELP have amazing gross margins"
X Link 2025-10-21T16:56Z [----] followers, [---] engagements

"$JAMF depressed SaaS going privatebeing sold by one large PE owner to another PE owner. Prediction: we will see more of this public SaaS-controlled-by-PE-selling-to-another-PE thing in the near to medium term Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw Merger alert: Francisco Partners to acquire $JAMF for $2.2 billion in cash deal https://t.co/Bfk0Gq6a9X https://t.co/b1zIyjGaUw"
X Link 2025-10-29T13:51Z [----] followers, [---] engagements

"Remember bitcoin treasury"
X Link 2025-11-17T21:45Z [----] followers, [----] engagements

"RT @stoic_point: Remember bitcoin treasury"
X Link 2026-02-02T04:26Z [----] followers, [--] engagements

"RT @grok: @stoic_point According to the latest NCES data for the [------] school year Georgia has [----] operating public elementary and sec"
X Link 2026-02-03T23:35Z [----] followers, [--] engagements

"Has tweeted just [--] times this month about his failing SPAC deal ( $BRR / $CCCM).but over [--] times about $OPEN since buying shares and jumping on that bandwagon. Gotta respect the speed"
X Link 2025-08-18T15:13Z [----] followers, [----] engagements

"Those redeeming or tendering for warrants have outperformed other De-SPACs and IPOs since announcement. Profitable cos. (a loose proxy for quality) have done even better relative"
X Link 2022-07-25T00:11Z [----] followers, [--] engagements

"@AltaFoxCapital @StockJabber Said another way: biz that can/will make money just as interesting to us as a biz that does make money today. To answer @altafoxcapitals original question (from the De-SPAC perspective) heres a list of currently profitable (22 EBITDA guidance) De-SPACs with valuation"
X Link 2022-08-07T22:18Z [----] followers, [--] engagements

"#TBT to one of the best SPAC filings of all time. Just a standard update about rescheduling the vote date.and an attempted coup at your merger target. $ADER"
X Link 2022-08-11T23:35Z [----] followers, [--] engagements

"Where are the best long/short alpha opportunities today We think they're among hundreds of recently listed companies most arent focused on. Heres why De-SPACs merit real focus and could offer the most L/S alpha in the next few years. Some numbers and facts (thread):"
X Link 2022-08-14T14:37Z [----] followers, [--] engagements

"The ol sue your customers for making a biz decision to leave. That will fix it. Cant possibly be because the ad product is terrible ROI. Just how bad are things A Message to X Users https://t.co/6bZOYPhWVa A Message to X Users https://t.co/6bZOYPhWVa"
X Link 2024-08-06T15:48Z [----] followers, 14.1K engagements

"Does $EVLV work News did an open records request for a district that just installed: 1st yr: [--] knives [--] guns [--] stun guns. District expanding deployment. Worth a watch. Bravo @EvolvTechnology https://www.whas11.com/article/news/education/jcps-weapon-detections-system-effective-evolv-louisville-kentucky/417-6e6a3699-d038-4059-b596-343d204fbf2e https://www.whas11.com/article/news/education/jcps-weapon-detections-system-effective-evolv-louisville-kentucky/417-6e6a3699-d038-4059-b596-343d204fbf2e"
X Link 2024-10-03T14:34Z [----] followers, [----] engagements

"$EVLV signs 48-month contract to begin in Sept. Sales person tells cust if weapons detector arrives in Aug go ahead and use it early for free. Doesn't tell finance group. Since it's SaaS rev gets recognized earlier than it's supposed to be. The fix now is add a month to a contract so [--] denominator goes [--] or so. So rev doesn't change but gets recognized over longer term"
X Link 2024-10-25T14:41Z [----] followers, [----] engagements

"Last week @EvolvTechnology stopped a gun at a Kentucky HS. This morning it stopped a gun at HS in Illinois. Yesterday it alerted on a gun in Pittsburg. $EVLV Champaign Central High School student arrested for bringing gun to school via @thedailyillini https://dailyillini.com/p=349265 https://dailyillini.com/p=349265"
X Link 2024-11-15T19:25Z [----] followers, [---] engagements

"I spoke to several influential and experienced operators in the sports venue worldas a group those operators seemed to view the issues as corporate governance and financial reporting problems and not immediately indicative of some wider rot. $EVLV https://www.sportsbusinessjournal.com/SB-Blogs/Newsletter-Facilities/2024/11/25.aspx https://www.sportsbusinessjournal.com/SB-Blogs/Newsletter-Facilities/2024/11/25.aspx"
X Link 2024-11-26T00:58Z [----] followers, [----] engagements

"$EVLV Vaughn said the rollout of the new system has been smooth. "Districtwide we screened [----] students and that took us approximately [--] minutes" https://www.cbsnews.com/philadelphia/news/upper-darby-schools-security-system-artificial-intelligence/ https://www.cbsnews.com/philadelphia/news/upper-darby-schools-security-system-artificial-intelligence/"
X Link 2024-12-12T15:03Z [----] followers, [---] engagements

"$EVLV has greatly reduced lines and wait times to enter the Capitol. In the first [--] mosonly about 19% of [------] visitors required additional screening. Previously 100% of visitors and their belongings had to be screened significantly delaying entry https://suntimesnews.com/2024/12/23/department-of-public-safety-highlights-2024-accomplishments-to-advance-public-safety-in-missouri/ https://suntimesnews.com/2024/12/23/department-of-public-safety-highlights-2024-accomplishments-to-advance-public-safety-in-missouri/"
X Link 2024-12-23T18:21Z [----] followers, [----] engagements

"$EVLV @EvolvTechnology protecting CES Lots of security in Las Vegas right now. Also just about every event I attend now uses the Evolv AI powered weapons detection scanner instead of traditional metal detectors. https://t.co/FpEV00MM1o https://t.co/H4pHguZqb8 Lots of security in Las Vegas right now. Also just about every event I attend now uses the Evolv AI powered weapons detection scanner instead of traditional metal detectors. https://t.co/FpEV00MM1o https://t.co/H4pHguZqb8"
X Link 2025-01-07T18:53Z [----] followers, [---] engagements

"$EVLV going into large NJ healthcare system. "We have a long-standing commitment to maintaining weapons-free hospitals and practices. Through [----] we will be installing and using Evolv units in more of our hospitals and practices." https://www.atlanticare.org/patients-and-visitors/safety-measures-at-atlanticare-facilities https://www.atlanticare.org/patients-and-visitors/safety-measures-at-atlanticare-facilities"
X Link 2025-01-13T13:21Z [----] followers, [----] engagements

"Nextdoor board member (Founder & Chairman of Glassdoor) buys $500k of $KIND. Company itself shrank share count 5% in [----]. Shares trading 35% above cash"
X Link 2025-03-05T21:29Z [----] followers, [----] engagements

"$EVLV in case there remains any doubt on how effective and important this company and technology are https://www.wdrb.com/wdrb-investigates/weapon-detection-system-used-in-jcps-schools-has-found-guns-knives-on-students-this-year/article_34b66f98-ff6c-11ef-802d-fb121f18bb4e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share https://www.wdrb.com/wdrb-investigates/weapon-detection-system-used-in-jcps-schools-has-found-guns-knives-on-students-this-year/article_34b66f98-ff6c-11ef-802d-fb121f18bb4e.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"
X Link 2025-03-12T19:31Z [----] followers, [----] engagements

"TD Cowen out here executing some Canadian vengence for not getting picked as a bookrunner on AI IPOs. Doing a spectacular job making longs in AI names like $NBIS $CORZ $CRWV very nervous"
X Link 2025-03-26T16:43Z [----] followers, [----] engagements

"$EVLV Gen [--] Express + eXpedite AI x-ray bag scanning in London"
X Link 2025-03-27T18:01Z [----] followers, [---] engagements

"$EVLV Evolv should be at every school. And they probably will be. Great work @EvolvTechnology The school says the Evolv Safer Experience System flagged the students bookbag and during a search the weapon was found. https://www.wsbradio.com/news/local/evolv-detection-device-finds-gun-hidden-backpack-midtown-high-school/IHCQS7XKKRAFXGVG3H55BI6AN4/ https://www.wsbradio.com/news/local/evolv-detection-device-finds-gun-hidden-backpack-midtown-high-school/IHCQS7XKKRAFXGVG3H55BI6AN4/"
X Link 2025-04-04T15:00Z [----] followers, [----] engagements

"$EVLV "The hospital has invested in the Evolv Express weapon detection system and these devices will be installed at the 24-hour entrances to the hospital including at the Emergency Department and the main entrance on North James Street" https://www.romesentinel.com/entertainment-life/health-fitness-and-recreation/rome-health-evolv-express-security-system/article_2109f4f5-8f9e-4df0-8bf6-5cfd719ff0b9.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"
X Link 2025-04-26T16:02Z [----] followers, [---] engagements

"$EVLV Business Update from Evolvs CEO. Watch the update on our press release page: https://t.co/OxOACdVNJV #Evolv #EvolvTechnology #CompanyUpdate #EvolvExpress #EvolveXpedite https://t.co/FMre8hP2LK Business Update from Evolvs CEO. Watch the update on our press release page: https://t.co/OxOACdVNJV #Evolv #EvolvTechnology #CompanyUpdate #EvolvExpress #EvolveXpedite https://t.co/FMre8hP2LK"
X Link 2025-04-30T14:19Z [----] followers, [----] engagements

"Surprised after all the momo attention Farfetch $FTCH garnered years ago burning cash and constantly raising capital that many have not paid attention to $MYTE now $LUXE. Will be operating with a massive cash position generating cash and is the last (wo)man standing Minot Light Capital Partners on the Mytheresa $MYTE opportunity https://t.co/ErAEqRgTgV Minot Light Capital Partners on the Mytheresa $MYTE opportunity https://t.co/ErAEqRgTgV"
X Link 2025-05-14T15:46Z [----] followers, [----] engagements

"$EVLV this AM a 3rd gun caught in Nashville in nearly a week Whites Creeks Evolv detection system alerted staff to check the teens backpack as he came into the building. The pistol had an extended magazine and the serial number was scratched off. https://www.nashville.gov/departments/police/news/whites-creek-high-student-arrested-bringing-gun-school https://www.nashville.gov/departments/police/news/whites-creek-high-student-arrested-bringing-gun-school"
X Link 2025-05-15T14:46Z [----] followers, [----] engagements

"$EVLV Q1'25 42% revenue growth (vs. 41% in Q4'24 and 37% in Q3'24). Growth accelerating. Earnings call May 20th"
X Link 2025-05-15T21:57Z [----] followers, 21.8K engagements

"$EVLV also re-launched at Cantor w/ $7 PT and PT upped to $8.25 at Craig-Hallum $EVLV upgraded to outperform at Northland with $7.5 PT. $EVLV upgraded to outperform at Northland with $7.5 PT"
X Link 2025-05-21T13:02Z [----] followers, [----] engagements

"$GOOGL x $EVLV spotted during a late night jog in NYC yesterday @variantview_X"
X Link 2025-05-28T11:51Z [----] followers, [----] engagements

"$EVLV new high profile win. Not surprising.Hard Rock was using Opengate (throughput and false positives sucked) and desperately needed to upgrade after the Copa America disaster last year https://www.axios.com/local/miami/2025/06/04/world-cup-hard-rock-security-copa-america $EVLV @EvolvTechnology at the Miami @HardRockStadium https://t.co/Jcoops4hIa https://www.axios.com/local/miami/2025/06/04/world-cup-hard-rock-security-copa-america $EVLV @EvolvTechnology at the Miami @HardRockStadium https://t.co/Jcoops4hIa"
X Link 2025-06-17T14:45Z [----] followers, [----] engagements

"$EVLV substantial new deal for eXpedite. Dekalb (existing Express customer) now adding [--] units of AI bag scanning to all middle and high schools in a $3mm deal https://www.11alive.com/article/news/education/dekalb-county-schools-superintendent-talks-preps-upcoming-year-new-technology/85-248e4f4c-eabb-402f-9f39-e0de5afd5728 https://www.11alive.com/article/news/education/dekalb-county-schools-superintendent-talks-preps-upcoming-year-new-technology/85-248e4f4c-eabb-402f-9f39-e0de5afd5728"
X Link 2025-06-20T14:55Z [----] followers, [----] engagements

"$EVLV in the UK where Martyn's Law mandates venues must be secured"
X Link 2025-06-24T17:21Z [----] followers, [----] engagements

"$EVLV in industrial workplaces protecting $ACHR Honda VW Mattel HelloFresh"
X Link 2025-06-25T14:19Z [----] followers, [----] engagements

"$EVLV substantial new $2.5mm deployment with CA school district buying [--] units"
X Link 2025-06-27T13:55Z [----] followers, [----] engagements

"$EVLV "The goal is to open [--] locations within five years" Cosm just announced that the company will be opening its fifth venue in downtown Cleveland. They currently have locations in Los Angeles and Dallas with Atlanta Detroit and now Cleveland in progress. The goal is to open [--] locations within five years. https://t.co/E3LSaBeS02 Cosm just announced that the company will be opening its fifth venue in downtown Cleveland. They currently have locations in Los Angeles and Dallas with Atlanta Detroit and now Cleveland in progress. The goal is to open [--] locations within five years."
X Link 2025-07-07T18:38Z [----] followers, [----] engagements

"FIFA chooses $EVLV fan entry screening at each of the tournaments [--] host stadiums and for ingress screening at additional sitesIn total more than [---] Express units are being deployed.after a comprehensive evaluation and competitive process https://evolv.com/resources/press-releases/evolv-fifa-club-world-cup-2025/ https://evolv.com/resources/press-releases/evolv-fifa-club-world-cup-2025/"
X Link 2025-07-08T13:16Z [----] followers, [----] engagements

"$NVDA x $EVLV"
X Link 2025-07-10T17:17Z [----] followers, [----] engagements

"More new $EVLV deployments at important UK venues (Not to be confused with the U.S. National Museum of Natural History which is already an Evolv customer.along with all Smithsonians)"
X Link 2025-07-14T17:58Z [----] followers, [----] engagements

"Just did this and it wasso much better than CLEAR. Didnt even have to scan my boarding pass. Just coasted thru. Why is this not a huge problem for $YOU Have you heard of TSA Precheck Touchless ID Watch this video to learn how you can make the fast lane even faster https://t.co/nigLL2jI7j Have you heard of TSA Precheck Touchless ID Watch this video to learn how you can make the fast lane even faster https://t.co/nigLL2jI7j"
X Link 2025-07-19T04:50Z [----] followers, 24K engagements

"$EVLV adds another SC district in a $1mm deal as more schools adopt AI weapons detection tech https://www.wyff4.com/article/spartanburg-schools-install-ai-metal-detectors-sc/65451010 https://www.wyff4.com/article/spartanburg-schools-install-ai-metal-detectors-sc/65451010"
X Link 2025-07-21T12:21Z [----] followers, [----] engagements

"If youre lucky enough to be in the beta test group for the new $NXDR AI would highly recommend it. Faves makes it better than Yelp"
X Link 2025-07-22T13:11Z [----] followers, [----] engagements

"More international opps and use cases. $EVLV at a shopping mall in Santiago Chile"
X Link 2025-07-22T17:22Z [----] followers, [----] engagements

"$EVLV Picnics live music and now an efficient way to get through the gates. 🎶 @sterngrovefest l is using Evolv Express to welcome guests all while helping keep the focus on making fun memories. 📖 Read more: https://t.co/2FyKSHtoLp #SternGroveFestival #EventSecurity https://t.co/gnz4dPuTZL Picnics live music and now an efficient way to get through the gates. 🎶 @sterngrovefest l is using Evolv Express to welcome guests all while helping keep the focus on making fun memories. 📖 Read more: https://t.co/2FyKSHtoLp #SternGroveFestival #EventSecurity https://t.co/gnz4dPuTZL"
X Link 2025-07-24T16:54Z [----] followers, [----] engagements

"$EVLV new GA district deal "Cherokee County Schools.Evolv weapons detectors are being added to all middle and high schools". https://thegeorgiasun.com/family/education/back-to-school-whats-new-in-georgia-schools-this-year/#google_vignette https://thegeorgiasun.com/family/education/back-to-school-whats-new-in-georgia-schools-this-year/#google_vignette"
X Link 2025-07-28T14:00Z [----] followers, [----] engagements

"@firstadopter More like Austin we have a problem"
X Link 2025-08-13T01:38Z [----] followers, [----] engagements

"$EVLV raising guidance well above high end of prior range and raising EBITDA margin"
X Link 2025-08-14T20:17Z [----] followers, 14.2K engagements

"$EVLV stops a student w/ a loaded gun in Nashville this morning. Bravo @EvolvTechnology "The school located it as he went through the Evolv detection system upon arrival into the building." https://www.newschannel5.com/news/17-year-old-arrested-at-maplewood-high-after-a-loaded-handgun-was-found-in-his-backpack https://www.newschannel5.com/news/17-year-old-arrested-at-maplewood-high-after-a-loaded-handgun-was-found-in-his-backpack"
X Link 2025-08-19T16:31Z [----] followers, [----] engagements

"$EVLV Friday challenge - do you see what I see (Blink and you'll miss it) President @realDonaldTrump wears his Trump Was Right About Everything Hat as he makes a surprise appearance at The Peoples House gift shop across the street from the White House https://t.co/qly37cT5cc President @realDonaldTrump wears his Trump Was Right About Everything Hat as he makes a surprise appearance at The Peoples House gift shop across the street from the White House https://t.co/qly37cT5cc"
X Link 2025-08-22T16:55Z [----] followers, [----] engagements

"$EVLV "Starting in the [----] football season Evolv Express security screening stations will be installed at stadium entrances." https://kmph.com/news/local/clovis-unified-enhances-stadium-security-with-new-screening-technology https://kmph.com/news/local/clovis-unified-enhances-stadium-security-with-new-screening-technology"
X Link 2025-08-25T12:34Z [----] followers, [---] engagements

"$EVLV visual confirmation Sutter Health (24 hospitals 200+ outpatient facilities) has deployed both Express and eXpedite AI bag scanning (Berkeley location)"
X Link 2025-08-26T14:10Z [----] followers, [----] engagements

"@CasinoCapital vibes"
X Link 2025-08-29T17:22Z [----] followers, [----] engagements

"A few days late to this party but thought this was excellent and a good listen for anyone considering striking out on their own Full episode of @opmpod with @hfreflection on. 01:12 Introducing Hedge Fund Reflections 04:04 The Untraditional vs. the Traditional Path 10:20 Publishing Investment Research 15:09 First [--] Hedge Fund Jobs 20:30 Fundamental Edge AI Academy 21:59 How to Pick the Right Hedge Fund https://t.co/MjDaLYGVOV Full episode of @opmpod with @hfreflection on. 01:12 Introducing Hedge Fund Reflections 04:04 The Untraditional vs. the Traditional Path 10:20 Publishing Investment"
X Link 2025-09-04T01:47Z [----] followers, [----] engagements

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creator/x::stoic_point
/creator/x::stoic_point