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![RanRanyhz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::731404085426069504.png) Ran [@RanRanyhz](/creator/twitter/RanRanyhz) on x XXX followers
Created: 2025-07-20 16:54:48 UTC

I guess price leads sentiment 

The valuation risk has been eliminated 

Is there a business risk?

Maybe

Is the business risk is higher the the sp500

I don’t think so

Gross margin over XX %

FCF machine

Subscription business model 

Plenty of community 

Worst case 

Growth rate slow to inflation level 

It become apple in terms of buyback


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946977100969501071/c:line.svg)

**Related Topics**
[has been](/topic/has-been)
[inflation](/topic/inflation)
[subscription](/topic/subscription)
[sp500](/topic/sp500)
[Sentiment](/topic/sentiment)

[Post Link](https://x.com/RanRanyhz/status/1946977100969501071)