Evergreen Capital

@evergreencap3Semis3.9k followers

Evergreen Capital

@evergreencap3Semis3.9k followers

Past 12mo:172mentions37tickers85posts

$PANW· Palo Alto Networks

3 calls since Apr 2026show all

Loading price chart…

About this voice

@evergreencap3 posted 85 times over 12 months, mentioning 37 distinct tickers with 172 total cashtag references. The semiconductor and AI infrastructure focus is evident in their top mentions: $NVDA with 31 mentions, $META with 20, $MU with 14, $MSFT with 13, and $GOOGL with 12. Recent activity through mid-July 2026 concentrated on themes of AI capex expansion and frontier model competition among technology companies.

AI-generated from tracked posts · updated Jul 17, 2026

Frequently asked

Related voices

Jose Najarro Stocks@josenajarro

tae kim@firstadopter

Tigris 会讲课教授是好老师@tig88411109

Jukan @COMPUTEX@jukan05

Recent calls

3 calls

@evergreencap3May 22, 2026 · 3:07 PM

$CRWD and $PANW each up ~70% since this tweet. Still think leading-edge security software is an interesting area to dig into, on the thesis that cyber is entering into a major upgrade cycle as customers prepare for risks posed by AI.

Open on X

@evergreencap3Apr 10, 2026 · 3:28 PM

Two names worth watching/doing work on as the Saas-pocalypse unfolds: $CRWD and $PANW, who should each experience meaningful upward revisions to near/medium-term numbers. Why? 1) Cybersecurity is likely to enter into an extreme upcycle. Every enterprise will upgrade to the latest/greatest to protect against Mythos-style threats. 2) As part of Project Glasswing, both companies have a head-start advantage in preparing their platforms and infrastructure for the next generation of cyber risks. This likely positions them well to win an outsized share of incremental spend. The primary risks to this thesis are a) the entire software sector is still expensive and being revalued down, $CRWD and $PANW included, and b) it is still not clear whether each company will be the long-term winner in the cyber space, potentially being displaced by Anthropic/other AI pure plays. Nonetheless, both appear to have material upside to 1-2 year numbers, which may enable them to outperform the broader sector.

Open on X

@evergreencap3Apr 8, 2026 · 1:06 AM

I’m no cyber stock expert. But I’ll bet $CRWD and $PANW can catch a hell of a bid from here. Both still 20% off highs from SaaS-pocalypse fears. Meanwhile, Anthropic seems to need them on Project Glasswing (for now), and Mythos likely causes the cyber upgrade cycle of a lifetime.

Open on X

Who is Evergreen Capital?

Evergreen Capital (@evergreencap3) is a FinTwit voice tracked on Surfaced in the Semis category with 3.9k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @evergreencap3 mention most?

Over the past 12 months, @evergreencap3's most-mentioned tickers are $NVDA, $META, $MU, $MSFT, $GOOGL — $NVDA leads with 31 mentions.

When did @evergreencap3 first mention $NVDA?

@evergreencap3's first tracked mention of $NVDA was on Mar 13, 2026.

How active is @evergreencap3?

In the past 12 months, @evergreencap3 posted 85 times carrying cashtag mentions, totalling 172 mentions across 37 distinct tickers.