[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.] #  @tfanalytics1 Tech capital Tech capital posts on X about $path, investment, strong, bearish the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1686124855098331137/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +467% - X Months XXXXXXX +2,273% - X Year XXXXXXX +4,647% ### Mentions: XX [#](/creator/twitter::1686124855098331137/posts_active)  - X Month XX -XX% - X Months XXX +568% - X Year XXX +317% ### Followers: XXX [#](/creator/twitter::1686124855098331137/followers)  - X Week XXX +22% - X Month XXX +116% - X Months XXX +282% - X Year XXX +425% ### CreatorRank: XXXXXXX [#](/creator/twitter::1686124855098331137/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$path](/topic/$path) #21, [investment](/topic/investment) 7.14%, [strong](/topic/strong) 3.57%, [bearish](/topic/bearish) #465, [if you](/topic/if-you) 3.57%, [ai](/topic/ai) 3.57%, [target](/topic/target) 1.79%, [agentic](/topic/agentic) 1.79%, [price target](/topic/price-target) 1.79%, [shutdown](/topic/shutdown) XXXX% **Top accounts mentioned or mentioned by** [@caesarcapitalz](/creator/undefined) [@bjmtweets](/creator/undefined) [@enron](/creator/undefined) [@davyinvests](/creator/undefined) [@beagleinvesting](/creator/undefined) [@jamesta54258753](/creator/undefined) [@cheesentost](/creator/undefined) [@itsdsha](/creator/undefined) [@cp89880222](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@vinayram88](/creator/undefined) [@ryanthawks](/creator/undefined) [@4pfinance](/creator/undefined) [@golfer319](/creator/undefined) [@not_law12](/creator/undefined) [@azurestocks](/creator/undefined) [@liebermanaustin](/creator/undefined) [@pepemoonboy](/creator/undefined) [@salmantoronto](/creator/undefined) [@notlaw12](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Open Custody Protocol (OPEN)](/topic/$open) ### Top Social Posts Top posts by engagements in the last XX hours "CFRA's Janice Quek raises $path price target from $XX to $XX citing "strong Q3 results" highest sequential improvement in net new ARR and strong traction with Agentic and automation platform. Also of note $path outperformed in the public sector even as other software players were affected by the government shutdown. This is how an analyst should behave. Janice raised her PT and upgraded to buy a month before earnings showing she already saw something others did not. If you are an analyst and you raise your price target after earnings because the stock is running you're not worth your salt" [X Link](https://x.com/tfanalytics1/status/1998135085485174978) 2025-12-08T20:58Z XXX followers, 2708 engagements "Yeah but revenue is not equal to FCF and they should have zero SBC otherwise it is not shareholder friendly and they are not automating their customers entire workforce so product is not good. When revenue will equal FCF and they will have no SBC and revenue growth will be XXX% a month then Ill invest" [X Link](https://x.com/tfanalytics1/status/1995230619215794392) 2025-11-30T20:37Z XXX followers, 1102 engagements "I let the UNFOUNDED INVESTOR EXCITEMENT around the $path earnings to fade away before I present my next investment idea. I have pulled countless all-nighters to research this company. No stone was left unturned to study this absolute gem. I zealously and meticulously looked at this company from every angle and we think its the next 10000x bagger. You now have the unique possibility to get in on this opportunity before it rips to the moon. Our next investment idea is @Enron. Here is why: X. Enron is the future of energy. Sure they had a small accounting scandal in the 2000s that basically led" [X Link](https://x.com/tfanalytics1/status/1997962736282562910) 2025-12-08T09:33Z XXX followers, 2797 engagements "Did anyone notice this $path partnership announcement with Veeva Systems This is a great move into healthcare and life sciences. It got buried with the earnings news" [X Link](https://x.com/tfanalytics1/status/1998074234363609097) 2025-12-08T16:56Z XXX followers, 7136 engagements "I fixed it: A Netflix-Warner Bros. deal looks like an anti-monopoly nightmare. It would create one massive media giant with control of nearly half of the streaming marketgiving smug and arrogant Hollywood actors fewer choices over what and how they are cast in and putting American wokists at risk" [X Link](https://x.com/tfanalytics1/status/1998139787010888181) 2025-12-08T21:17Z XXX followers, 1148 engagements "$path net new ARR switched to YoY growth in Q3 and it is expected to continue growth in the final quarter. Are you not entertained" [X Link](https://x.com/tfanalytics1/status/1998145461538947217) 2025-12-08T21:39Z XXX followers, 3680 engagements "I have recently diligently studied $path as a potential new investment. But after long hours of research I must be honest I am bearish. Here is why: X. I don't like the size of their share based compensation. Of course it is more than offset by a robust share repurchase program supported by a pristine balance sheet with $XXX billion in cash and no debt. But still it is unacceptable that employees are incentivized to work hard in exchange for equity in the company. It is not shareholder friendly. This alignment between employees and shareholders is a red flag. X. I heard an anecdote about an" [X Link](https://x.com/tfanalytics1/status/1995605357775724940) 2025-12-01T21:26Z XXX followers, 79K engagements "I think were in the middle. Inflation going down and interest rates as well. But higher inflation can kill this bull market before its fully mature. So this is key indicator to watch. And if you look at the broader market only AI has run rest of them still trading like its a recession" [X Link](https://x.com/tfanalytics1/status/1998310821328269483) 2025-12-09T08:36Z XXX followers, XX engagements "@itsdsha I don't trade earnings. Tomorrow I will see if I can change my view from bear to very skeptical bull. If earnings don't disappoint then I will have to see another eight quarters of improving earnings before making a move. This is a sound investment approach" [X Link](https://x.com/tfanalytics1/status/1995885669462470851) 2025-12-02T16:00Z XXX followers, XX engagements "You cannot have better news than this before $path earnings call tonight. Daniel Dines has been saying for more than a year that enterprises need a combination of deterministic AI and non-deterministic AI but everyone bought into the AGI around the corner idea peddled by some AI luminaries" [X Link](https://x.com/tfanalytics1/status/1996223094273323410) 2025-12-03T14:20Z XXX followers, 4746 engagements "What about these $path sales and marketing expenses continuing to drop while revenue is increasing" [X Link](https://x.com/tfanalytics1/status/1996334000382541984) 2025-12-03T21:41Z XXX followers, 6544 engagements "$path bulls are sipping on the sweet nectar of what they wrongly call a "strong earnings report." But I think my bear thesis is playing out as expected. X. Sure stock-based compensation is down from $XXX million to $XXX million and they were more than offset by $XXX million in share repurchases but until I see ZERO SBC this is a major red flag. 🚩 X. Sure the CEO said that a customer is going to save $XXX million in costs by implementing $path solutions but is this full workforce automation No. Major red flag. 🚩 X. The most egregious major red flag: revenue is not equal to FCF yet. 🚩 X. I" [X Link](https://x.com/tfanalytics1/status/1996345432197546472) 2025-12-03T22:26Z XXX followers, 19.1K engagements "@investingluc @finviz_com Absolutely. I don't even know and don't waste time creating scenarios of how $open can win. I bet the jockey not the horse" [X Link](https://x.com/tfanalytics1/status/1996597972742586768) 2025-12-04T15:10Z XXX followers, XXX engagements "With $path stock up XX% today I would be hating chasing it. This is what I was talking about. Waiting for validation of Maestro and other stuff does not make sense for me at these levels. Risk reward is just too good. When validation happens this stock will be far from these levels. Now it did not yet break and it could go down again to the $14s but I'll be a convinced buyer at those levels. If it does not go to those levels I am happy with my position maybe I'll add some when Maestro is validated at whatever the price will be at that time. But I don't like chasing stocks that I have" [X Link](https://x.com/tfanalytics1/status/1996689039991136731) 2025-12-04T21:12Z XXX followers, 3960 engagements "I suggest you listen to some of the hour-long podcast interviews with Daniel if you haven't already. Harry Stebbings has two of them but there are many on YouTube where he is more relaxed than a formal environment like an earnings call. If you already listened to those and you weren't flipped then that's it" [X Link](https://x.com/tfanalytics1/status/1996910131355734422) 2025-12-05T11:50Z XXX followers, XXX engagements "@4PFinance They are moving right to get to profitable growth. Look Softbank showered capital on Automation Anywhere to move fast and they largely failed to take on UiPath. AA captured pockets of the SMB market but not the large enterprises" [X Link](https://x.com/tfanalytics1/status/1997235848576963046) 2025-12-06T09:25Z XXX followers, XX engagements "@CaesarCapitalz Very good PE ratio right there. Very undervalued" [X Link](https://x.com/tfanalytics1/status/1998139337335275541) 2025-12-08T21:15Z XXX followers, XX engagements "I fixed this: "A Netflix-Warner Bros. deal looks like an anti-monopoly nightmare. It would create one massive media giant with control of nearly half of the streaming marketgiving Hollywood actors fewer choices over what parts and how they are cast in and putting American wokists at risk."" [X Link](https://x.com/tfanalytics1/status/1998140909318263283) 2025-12-08T21:21Z XXX followers, XXX engagements "@CaesarCapitalz Awesome. Cant wait to test thesez" [X Link](https://x.com/tfanalytics1/status/1998330757643640900) 2025-12-09T09:55Z XXX 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.]
@tfanalytics1 Tech capital
Tech capital posts on X about $path, investment, strong, bearish the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +467%
- X Months XXXXXXX +2,273%
- X Year XXXXXXX +4,647%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +568%
- X Year XXX +317%
Followers: XXX #
- X Week XXX +22%
- X Month XXX +116%
- X Months XXX +282%
- X Year XXX +425%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% technology brands XXXX% social networks XXXX%
Social topic influence $path #21, investment 7.14%, strong 3.57%, bearish #465, if you 3.57%, ai 3.57%, target 1.79%, agentic 1.79%, price target 1.79%, shutdown XXXX%
Top accounts mentioned or mentioned by @caesarcapitalz @bjmtweets @enron @davyinvests @beagleinvesting @jamesta54258753 @cheesentost @itsdsha @cp89880222 @stocksavvyshay @vinayram88 @ryanthawks @4pfinance @golfer319 @not_law12 @azurestocks @liebermanaustin @pepemoonboy @salmantoronto @notlaw12
Top assets mentioned UiPath, Inc. (PATH) Open Custody Protocol (OPEN)
Top Social Posts
Top posts by engagements in the last XX hours
"CFRA's Janice Quek raises $path price target from $XX to $XX citing "strong Q3 results" highest sequential improvement in net new ARR and strong traction with Agentic and automation platform. Also of note $path outperformed in the public sector even as other software players were affected by the government shutdown. This is how an analyst should behave. Janice raised her PT and upgraded to buy a month before earnings showing she already saw something others did not. If you are an analyst and you raise your price target after earnings because the stock is running you're not worth your salt"
X Link 2025-12-08T20:58Z XXX followers, 2708 engagements
"Yeah but revenue is not equal to FCF and they should have zero SBC otherwise it is not shareholder friendly and they are not automating their customers entire workforce so product is not good. When revenue will equal FCF and they will have no SBC and revenue growth will be XXX% a month then Ill invest"
X Link 2025-11-30T20:37Z XXX followers, 1102 engagements
"I let the UNFOUNDED INVESTOR EXCITEMENT around the $path earnings to fade away before I present my next investment idea. I have pulled countless all-nighters to research this company. No stone was left unturned to study this absolute gem. I zealously and meticulously looked at this company from every angle and we think its the next 10000x bagger. You now have the unique possibility to get in on this opportunity before it rips to the moon. Our next investment idea is @Enron. Here is why: X. Enron is the future of energy. Sure they had a small accounting scandal in the 2000s that basically led"
X Link 2025-12-08T09:33Z XXX followers, 2797 engagements
"Did anyone notice this $path partnership announcement with Veeva Systems This is a great move into healthcare and life sciences. It got buried with the earnings news"
X Link 2025-12-08T16:56Z XXX followers, 7136 engagements
"I fixed it: A Netflix-Warner Bros. deal looks like an anti-monopoly nightmare. It would create one massive media giant with control of nearly half of the streaming marketgiving smug and arrogant Hollywood actors fewer choices over what and how they are cast in and putting American wokists at risk"
X Link 2025-12-08T21:17Z XXX followers, 1148 engagements
"$path net new ARR switched to YoY growth in Q3 and it is expected to continue growth in the final quarter. Are you not entertained"
X Link 2025-12-08T21:39Z XXX followers, 3680 engagements
"I have recently diligently studied $path as a potential new investment. But after long hours of research I must be honest I am bearish. Here is why: X. I don't like the size of their share based compensation. Of course it is more than offset by a robust share repurchase program supported by a pristine balance sheet with $XXX billion in cash and no debt. But still it is unacceptable that employees are incentivized to work hard in exchange for equity in the company. It is not shareholder friendly. This alignment between employees and shareholders is a red flag. X. I heard an anecdote about an"
X Link 2025-12-01T21:26Z XXX followers, 79K engagements
"I think were in the middle. Inflation going down and interest rates as well. But higher inflation can kill this bull market before its fully mature. So this is key indicator to watch. And if you look at the broader market only AI has run rest of them still trading like its a recession"
X Link 2025-12-09T08:36Z XXX followers, XX engagements
"@itsdsha I don't trade earnings. Tomorrow I will see if I can change my view from bear to very skeptical bull. If earnings don't disappoint then I will have to see another eight quarters of improving earnings before making a move. This is a sound investment approach"
X Link 2025-12-02T16:00Z XXX followers, XX engagements
"You cannot have better news than this before $path earnings call tonight. Daniel Dines has been saying for more than a year that enterprises need a combination of deterministic AI and non-deterministic AI but everyone bought into the AGI around the corner idea peddled by some AI luminaries"
X Link 2025-12-03T14:20Z XXX followers, 4746 engagements
"What about these $path sales and marketing expenses continuing to drop while revenue is increasing"
X Link 2025-12-03T21:41Z XXX followers, 6544 engagements
"$path bulls are sipping on the sweet nectar of what they wrongly call a "strong earnings report." But I think my bear thesis is playing out as expected. X. Sure stock-based compensation is down from $XXX million to $XXX million and they were more than offset by $XXX million in share repurchases but until I see ZERO SBC this is a major red flag. 🚩 X. Sure the CEO said that a customer is going to save $XXX million in costs by implementing $path solutions but is this full workforce automation No. Major red flag. 🚩 X. The most egregious major red flag: revenue is not equal to FCF yet. 🚩 X. I"
X Link 2025-12-03T22:26Z XXX followers, 19.1K engagements
"@investingluc @finviz_com Absolutely. I don't even know and don't waste time creating scenarios of how $open can win. I bet the jockey not the horse"
X Link 2025-12-04T15:10Z XXX followers, XXX engagements
"With $path stock up XX% today I would be hating chasing it. This is what I was talking about. Waiting for validation of Maestro and other stuff does not make sense for me at these levels. Risk reward is just too good. When validation happens this stock will be far from these levels. Now it did not yet break and it could go down again to the $14s but I'll be a convinced buyer at those levels. If it does not go to those levels I am happy with my position maybe I'll add some when Maestro is validated at whatever the price will be at that time. But I don't like chasing stocks that I have"
X Link 2025-12-04T21:12Z XXX followers, 3960 engagements
"I suggest you listen to some of the hour-long podcast interviews with Daniel if you haven't already. Harry Stebbings has two of them but there are many on YouTube where he is more relaxed than a formal environment like an earnings call. If you already listened to those and you weren't flipped then that's it"
X Link 2025-12-05T11:50Z XXX followers, XXX engagements
"@4PFinance They are moving right to get to profitable growth. Look Softbank showered capital on Automation Anywhere to move fast and they largely failed to take on UiPath. AA captured pockets of the SMB market but not the large enterprises"
X Link 2025-12-06T09:25Z XXX followers, XX engagements
"@CaesarCapitalz Very good PE ratio right there. Very undervalued"
X Link 2025-12-08T21:15Z XXX followers, XX engagements
"I fixed this: "A Netflix-Warner Bros. deal looks like an anti-monopoly nightmare. It would create one massive media giant with control of nearly half of the streaming marketgiving Hollywood actors fewer choices over what parts and how they are cast in and putting American wokists at risk.""
X Link 2025-12-08T21:21Z XXX followers, XXX engagements
"@CaesarCapitalz Awesome. Cant wait to test thesez"
X Link 2025-12-09T09:55Z XXX followers, XX engagements