Who mentions $TWLO most on Surfaced?

@alphaticaio (Alphatica) mentions $TWLO most — 3 mentions in the past 12 months.

When was $TWLO first mentioned on Surfaced?

The earliest tracked mention of $TWLO in the Surfaced archive was on Nov 19, 2025.

How many voices track $TWLO?

4 FinTwit voices have mentioned $TWLO 8 times in the past 12 months.

What kind of voices mention $TWLO most?

$TWLO is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

mentions

voices

$TWLO

Twilio Inc Class A

$TWLO

Twilio Inc Class A

Past 12mo:8mentions4voices

All voices8 mentions since Nov 2025calls only

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About this stock

$TWLO received 7 mentions from 4 distinct FinTwit voices over a six-month period from November 2025 to May 2026. The most active voices discussing the stock were @alphaticaio (Alphatica), @ftr_investors (The Future Investors), and @investmentguru_ (InvestmentGuru), each with 2 mentions, while @aleabitoreddit (Serenity) contributed 1 mention. The long research category dominated discussion of this ticker.

Most recent mentions occurred in early May 2026, coinciding with $TWLO earnings results. @investmentguru_ noted on May 1 that $TWLO rose 18% following overnight results, while @ftr_investors posted the same day that "Twilio delivered strong results, with AI acting as a tailwind" alongside better-than-expected growth and upbeat guidance sending the stock 16%-24% higher pre-market. The earnings conversation highlighted voice AI revenues growing 20% year-over-year and management commentary on accelerating demand for conversational AI technology.

AI-generated from tracked posts · updated Jul 11, 2026

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Recent mentions

8 mentions

@alphaticaioJul 10, 2026 · 1:12 AM

Stifel just upgraded both Shopify and Twilio to buy. Targets raised to $150 and $260. The timing is worth noting. Last night we noted that KeyBanc downgraded Salesforce citing weak channel checks. This evening Stifel upgrades two software names. The Street is not bearish on software broadly. It is differentiating within software. Shopify: target raised to $150 from $110. The average target is $150.23 across the Street so Stifel is moving to consensus, not leading it. At $123, SHOP trades 22% below target. Twilio: target raised to $260 from $175. That is a 49% target increase in one move. The average is $212 so Stifel is well above consensus here. At $218, TWLO trades 19% below Stifel's target but above the Street average. This is a conviction call. The pattern we have been tracking: software is lagging AI hardware for the third consecutive month. IGV partially rebounded in Q2 but continues to exhibit weaker trends than semiconductors. The Stifel upgrades suggest at least one firm sees the valuation gap between software and hardware as an opportunity rather than a signal. The Alphatica Earnings Quality Signal scored TWLO 5/6 BULLISH on February 24. The Street upgraded it on July 10. The data was four and a half months early. We track the data. The data was first. Two names to watch into Q2 earnings. $TWLO $IGV $SHOP

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@investmentguru_May 2, 2026 · 12:44 PM

$SOUN just had a monster Friday — up 20% on the session, continuing a run fueled by multiple converging catalysts hitting at once. The $TWLO earnings report lit the match, with voice AI revenues up 20% YoY and management calling out accelerating demand for conversational AI — a direct tailwind for SoundHound’s core business. Layer on the $43M LivePerson acquisition strengthening its enterprise conversational AI stack, voice ordering now live across 90% of Casey’s General Stores locations, new partnerships with Peet’s Coffee, Five Guys, and Experis naming SoundHound its exclusive enterprise AI partner for healthcare — and the story keeps building. Short interest sitting at 32% of float vs. a 14% peer average creates a combustible squeeze setup on top of all of it. And the biggest catalyst is still ahead — Q1 2026 earnings drop May 7, with analysts projecting 46% revenue growth YoY to ~$42.5M, plus management guiding full-year 2026 revenue of $225M–$260M with a long-term path to 70%+ gross margins. $SOUN is at the intersection of real enterprise traction, a short squeeze setup, and a major earnings event — momentum traders have it circled. Not financial advice.

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@ftr_investorsMay 1, 2026 · 7:53 AM

$TEAM $TWLO $FIVN Atlassian, Twilio and Five9 delivered strong results, with AI acting as a tailwind. Better-than-expected growth and upbeat guidance sent all three stocks 16%–24% higher pre-market 🚀 If AI can’t disrupt these software names, which ones will it disrupt? 👀 https://t.co/msNq4q8Lnu

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@investmentguru_May 1, 2026 · 12:31 AM

Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -7% despite improving revenue

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@alphaticaioApr 30, 2026 · 8:25 PM

Twilio. Called it BULLISH months ago . Q1 2026 just dropped. Stock up 20% after hours. Here's what the numbers delivered: Revenue: $1.41B, up 20% YoY GAAP operating income: up 366% YoY Non-GAAP EPS: $1.50, up 32% YoY Dollar-based net expansion: 114%, customers spending more "Highest revenue and gross profit growth rates in more than three years." The turnaround our model flagged was real. The numbers confirmed it. $TWLO $SPY $SPX

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@alphaticaioMar 16, 2026 · 12:15 AM

The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative. We started publishing it publicly on this very feed a few months ago. 21 calls. Every one posted. Here are the receipts. THE RESULTS (Feb 6 – Mar 13): 12/21 direction calls correct (57.1%) +0.50% equal-weight portfolio return +4.60% alpha vs S&P 500 The S&P 500 lost -4.10% over the same period. WHERE THE SIGNAL WORKED: The short side was dominant. 8 of 10 short calls hit. MDB: +17.24% ULTA: +13.67% TXN: +9.75% WDAY: +7.80% CAT: +7.51% SMCI: +6.46% ON: +5.50% JPM: +3.47% When earnings quality deteriorates, the signal catches it. WHERE IT DIDN'T: Long side: 4 of 11. AXP (-12.38%) and CVNA (-13.48%) hurt. And COIN. Our worst call. Short signal said sell — stock ripped +41%. We own that. Transparency means showing the misses too. THE CONTEXT: There is a natural quarter lag. The signal refreshes across the full universe quarterly. Small sample. But while most accounts were getting stopped out of leveraged longs, this signal was net positive and generating +4.60% alpha. In a down market, survival is the edge. Every call. Every result. Public. The data moves before the price does. Not Investment Advice. $PLTR $CVNA $AXP $MA $SYK $HUBB $CBRE $FIG $DASH $TWLO $JPM $CAT $COIN $WDAY $OSCR $MOH $ON $SMCI $TXN $MDB $ULTA $SPY

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@aleabitoredditFeb 18, 2026 · 12:50 AM

@Baltachi_com I'd say the two biggest beneficiaries of the OpenClaw trade is actually Minimax (HKG: 0100) and $RPI, which are both up ~60% together. The rest like $AAPL are a bit too big (and probably $TWLO ) to make a material impact. Will need to take a look into $S.

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@ftr_investorsNov 19, 2025 · 4:49 PM

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