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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-15 18:03:38 UTC

Goldman initiates $NTNX at Buy — $XX PT

• Hybrid multi-cloud shift = structural tailwind
• Platform is mature, hardware-agnostic
• Broadcom’s $VMW changes spark market churn
→ $NTNX could gain $300–$600M ARR
• Expanding AI + container offerings = deeper stickiness
• Gross margin: ~88%, with opex leverage ahead
• Viewed as a top play in next-gen IT infra


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945182484456775681/c:line.svg)

**Related Topics**
[infra](/topic/infra)
[coins ai](/topic/coins-ai)
[$600m](/topic/$600m)
[$vmw](/topic/$vmw)
[javascript](/topic/javascript)
[$ntnx](/topic/$ntnx)
[vmware inc](/topic/vmware-inc)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/VcircleFuture/status/1945182484456775681)