[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.] [$allix](/topic/$allix) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "On smaller high quality smaller software players would check these completely undiscovered plays that are heavily unfolding their stories currently: Wallix $ALLIX / small CyberArk $CYBR of Europe growing substantially (30% ARR growth). Serviceware $SJJ small Servicenow of EU $NOW also growing substantially XX% SaaS growth in Q2. Note also that both of these cases are extraordinarly well positioned to benefit from the AI race" [X Link](https://x.com/R2Discovery/status/1979845982759141531) [@R2Discovery](/creator/x/R2Discovery) 2025-10-19T09:44Z 1333 followers, XXX engagements "Nah this isn't that easy at all in my opinion it requires a lot of attention of other aspects. Check some structural and completely undiscovered plays that are heavily unfolding their stories currently: X. Ceotronics $CEK / Germany defense critical communication supplier for army and special forces 12x EV/EBIT 2025/26. X. Wallix $ALLIX / France small CyberArk $CYBR in Europe ARR +30% yoy 4x EV/Sales 2025" [X Link](https://x.com/R2Discovery/status/1979438677844451675) [@R2Discovery](/creator/x/R2Discovery) 2025-10-18T06:45Z 1333 followers, XX engagements "@LTVresearch @TheIcahnist @OrlandoBravoTB Thank you That is really great interview and I believe in his view on SailPoint which is very relevant for PAM software from Wallix $ALLIX too and I believe was strategically driving Palo Alto Networks $PANW acquistion of $CYBR CyberArk now at 20x Sales" [X Link](https://x.com/R2Discovery/status/1976054525942431877) [@R2Discovery](/creator/x/R2Discovery) 2025-10-08T22:38Z 1333 followers, XXX engagements "@TheIcahnist @OrlandoBravoTB @R2Discovery check out 8:25 when Orlando starts talking about AI tailwinds for cyber. And European firms are just going to opt for US cyber security firms defending against AI threats and not an onshore player like $ALLIX So bullish" [X Link](https://x.com/LTVresearch/status/1976016475464008096) [@LTVresearch](/creator/x/LTVresearch) 2025-10-08T20:06Z XXX followers, 1060 engagements
[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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"On smaller high quality smaller software players would check these completely undiscovered plays that are heavily unfolding their stories currently: Wallix $ALLIX / small CyberArk $CYBR of Europe growing substantially (30% ARR growth). Serviceware $SJJ small Servicenow of EU $NOW also growing substantially XX% SaaS growth in Q2. Note also that both of these cases are extraordinarly well positioned to benefit from the AI race"
X Link @R2Discovery 2025-10-19T09:44Z 1333 followers, XXX engagements
"Nah this isn't that easy at all in my opinion it requires a lot of attention of other aspects. Check some structural and completely undiscovered plays that are heavily unfolding their stories currently: X. Ceotronics $CEK / Germany defense critical communication supplier for army and special forces 12x EV/EBIT 2025/26. X. Wallix $ALLIX / France small CyberArk $CYBR in Europe ARR +30% yoy 4x EV/Sales 2025"
X Link @R2Discovery 2025-10-18T06:45Z 1333 followers, XX engagements
"@LTVresearch @TheIcahnist @OrlandoBravoTB Thank you That is really great interview and I believe in his view on SailPoint which is very relevant for PAM software from Wallix $ALLIX too and I believe was strategically driving Palo Alto Networks $PANW acquistion of $CYBR CyberArk now at 20x Sales"
X Link @R2Discovery 2025-10-08T22:38Z 1333 followers, XXX engagements
"@TheIcahnist @OrlandoBravoTB @R2Discovery check out 8:25 when Orlando starts talking about AI tailwinds for cyber. And European firms are just going to opt for US cyber security firms defending against AI threats and not an onshore player like $ALLIX So bullish"
X Link @LTVresearch 2025-10-08T20:06Z XXX followers, 1060 engagements
/topic/$allix/posts