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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: 2025-07-17 21:33:00 UTC

Jefferiesโ€™ VAR check just dropped some ๐Ÿ” bullish signals for cyber ๐Ÿ‘‡

2Q demand = steady vs. 1Q
but momentum? accelerating into 2H

๐Ÿ† standouts:
$CRWD & $PANW = top vendor momentum
$VRNS, $OKTA, $ZS showing sequential gains
$MSFT leads in machine identity
Cloud/SASE optimism rising โ˜๏ธ
Gen AI tailwinds building ๐ŸŒฌ๏ธ

most notable stat?
๐Ÿ“ˆ 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior)
pipeline sentiment is heating up
cyber might quietly be one of 2Hโ€™s strongest bid zones ๐Ÿ”ฅ


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945959947705180513/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[okta](/topic/okta)
[notable](/topic/notable)
[coins ai](/topic/coins-ai)
[$msft](/topic/$msft)
[$okta](/topic/$okta)
[$crwd](/topic/$crwd)
[momentum](/topic/momentum)

[Post Link](https://x.com/VcircleFuture/status/1945959947705180513)

[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.]

VcircleFuture Avatar V.C.F. @VcircleFuture on x XX followers Created: 2025-07-17 21:33:00 UTC

Jefferiesโ€™ VAR check just dropped some ๐Ÿ” bullish signals for cyber ๐Ÿ‘‡

2Q demand = steady vs. 1Q but momentum? accelerating into 2H

๐Ÿ† standouts: $CRWD & $PANW = top vendor momentum $VRNS, $OKTA, $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising โ˜๏ธ Gen AI tailwinds building ๐ŸŒฌ๏ธ

most notable stat? ๐Ÿ“ˆ 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2Hโ€™s strongest bid zones ๐Ÿ”ฅ

XX engagements

Engagements Line Chart

Related Topics msft okta notable coins ai $msft $okta $crwd momentum

Post Link

post/tweet::1945959947705180513
/post/tweet::1945959947705180513