[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 Jefferiesโ VAR check just dropped some ๐ bullish signals for cyber ๐ 2Q demand = steady vs. 1Q but momentum? accelerating into 2H ๐ standouts: $CRWD & $PANW = top vendor momentum $VRNS, $OKTA, $ZS showing sequential gains $MSFT leads in machine identity Cloud/SASE optimism rising โ๏ธ Gen AI tailwinds building ๐ฌ๏ธ most notable stat? ๐ 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2Hโs strongest bid zones ๐ฅ XX engagements  **Related Topics** [msft](/topic/msft) [okta](/topic/okta) [notable](/topic/notable) [coins ai](/topic/coins-ai) [$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.]
V.C.F. @VcircleFuture on x XX followers
Created: 2025-07-17 21:33:00 UTC
Jefferiesโ VAR check just dropped some ๐ bullish signals for cyber ๐
2Q demand = steady vs. 1Q but momentum? accelerating into 2H
๐ 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 ๐ฌ๏ธ
most notable stat? ๐ 2025 VAR growth est jumped to XX% y/y (vs. XXX% prior) pipeline sentiment is heating up cyber might quietly be one of 2Hโs strongest bid zones ๐ฅ
XX engagements
Related Topics msft okta notable coins ai $msft $okta $crwd momentum
/post/tweet::1945959947705180513