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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 4449 followers
Created: 2025-07-20 14:48:35 UTC

@HighBetaBrendan I think this is a 5-7 year hold and a 5-10% position.  The same way I thought of $ddog $crwd $net $snow $zs 3-5 years ago


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946945337970888974/c:line.svg)

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

[Post Link](https://x.com/davey_juice/status/1946945337970888974)