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![davey_juice Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1454132363529699329.png) Frank Slootman’s Abandoned Projects [@davey_juice](/creator/twitter/davey_juice) on x 4430 followers
Created: 2025-07-12 17:27:51 UTC

Even with me being optimistic, $net and $crwd don’t come close to beating the market in this scenario. They have to obliterate estimates


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944086316804976743/c:line.svg)

**Related Topics**
[$crwd](/topic/$crwd)
[$net](/topic/$net)
[cloudflare](/topic/cloudflare)
[stocks technology](/topic/stocks-technology)
[crowdstrike](/topic/crowdstrike)

[Post Link](https://x.com/davey_juice/status/1944086316804976743)