[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.]  V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers Created: 2025-07-17 21:33:00 UTC Jefferies’ VAR check just dropped some 🔐 bullish signals for cyber 👇 2Q demand = steady vs. 1Q but momentum? accelerating into 2H 🏆 standouts: $CRWD & $PANW = top vendor momentum $VRNS, $OKTA, $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising ☁️ Gen AI tailwinds building 🌬️ most notable stat? 📈 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2H’s strongest bid zones 🔥 XX engagements  **Related Topics** [msft](/topic/msft) [okta](/topic/okta) [coins ai](/topic/coins-ai) [$msft](/topic/$msft) [$okta](/topic/$okta) [$crwd](/topic/$crwd) [momentum](/topic/momentum) [signals](/topic/signals) [Post Link](https://x.com/VcircleFuture/status/1945959947705180513)
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V.C.F. @VcircleFuture on x XX followers
Created: 2025-07-17 21:33:00 UTC
Jefferies’ VAR check just dropped some 🔐 bullish signals for cyber 👇
2Q demand = steady vs. 1Q but momentum? accelerating into 2H
🏆 standouts: $CRWD & $PANW = top vendor momentum $VRNS, $OKTA, $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising ☁️ Gen AI tailwinds building 🌬️
most notable stat? 📈 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2H’s strongest bid zones 🔥
XX engagements
Related Topics msft okta coins ai $msft $okta $crwd momentum signals