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@PremiumHunter Premium Hunter πΉPremium Hunter πΉ posts on X about ai, $lulu, adobe, $docu the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% fashion brands #4112 automotive brands XXXX% cryptocurrencies XXXX%
Social topic influence ai 14.75%, $lulu #141, adobe #768, $docu #3, $adbe #85, $pypl 4.92%, stocks 4.92%, insurance #1013, cash flow 3.28%, flow XXXX%
Top accounts mentioned or mentioned by @mrderivatives @stocksavvyshay @selling4premium @jkeynesalpha @daltonbrewer @billackman @theronnievshow @e031125631895 @bourboninsider @ronaldo7trades
Top assets mentioned Lululemon Athletica Inc (LULU) Docusign Inc (DOCU) Adobe, Inc. (ADBE) PayPal Holdings Inc (PYPL) Hims & Hers Health, Inc. (HIMS) MongoDB, Inc. (MDB) Cream (CRM) Oracle Corporation (ORCL) IREN Limited (IREN) Metadium (META) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Hecla Mining Company (HL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Archer Aviation Inc. (ACHR) Cipher Mining Inc. Common Stock (CIFR) Rocket Lab USA, Inc. Common Stock (RKLB) VF Corp (VFC) GitLab Inc. Class A Common Stock (GTLB) Gapcoin (GAP-1)
Top posts by engagements in the last XX hours
"$IREN XXX% IV on the 1/16/26 $XX puts. Thats a HIGH insurance premium Mostly cz of the recent dilution. I love when market panics"
X Link 2025-12-04T19:28Z XXX followers, XXX engagements
"$META is trading at ONLY XXXX NTM earnings while dumping $62B into AI and still printing $107B cash flow Meanwhile $TSLA at XXX and negative growth π Big Tech cash flow vs AI spend ranking whos actually cheap right now"
X Link 2025-11-21T15:43Z XXX followers, XXX engagements
"1/ $DOCU reports earnings today. The market is pricing in a X% implied move ($6.40). π¨ I am on the hunt for premium looking to establish a floor. The Street is panicked about AI disruption. As a Premium Hunter I don't trade the panic I trade the valuation. Lets deep dive into the numbers. π§΅π"
X Link 2025-12-04T06:34Z XXX followers, 1868 engagements
"2/ The "Bear" Thesis Investors are terrified that OpenAI/Agents will commoditize e-signatures. The argument: "Why pay DocuSign when ChatGPT can draft it and Salesforce can sign it" If this happens growth slows to X% and margins compress. $DOCU becomes a utility"
X Link 2025-12-04T06:34Z XXX followers, XXX engagements
"My puts expiring this week and next. I will be selling more puts on $HIMS Hit follow +πfor live trade alerts. $MDB $PYPL $HIMS"
X Link 2025-12-05T19:38Z XXX followers, XXX engagements
"$DOCU Post-Earnings: The Algo Trap πΉ Stock down -7%. Headlines scream "soft guidance." My puts are green. Here's what the algos missed: The Numbers: Billings: +10% YoY (crushed the X% fear) Revenue: +8% YoY Record $215M buyback Full year guidance RAISED +$44M The "Soft Q4" Illusion: Algos see Q4 revenue guide (7%) Q3 (8%) and panic-sell the deceleration. From my M&A days doing due diligence: changing billing cadence and collecting cash early is common and actually a good thing. You want cash in the bank. The algos see "soft guide" and sell. The Verdict: "DocuSign is dead" narrative: Debunked"
X Link 2025-12-05T21:23Z XXX followers, XXX engagements
"Sold $ADBE at $XXX for a $2553 tax loss. X months later it's at $XXX. ADBE trades at 20x forward earnings prints $2B+ in quarterly free cash flow 90%+ gross margins and owns the creative software market. Everyone's worried about AI eating their lunch. But the cash flow isn't slowing down and the world is going to need more design not less. Still undervalued stocks can stay undervalued for years. I've seen it too many times to sit there hoping. So I took the L harvested the tax loss and moved on. (44% marginal tax rate - thanks California) Earnings next week. IV is juiced. I'll be selling"
X Link 2025-12-07T01:00Z XXX followers, 1057 engagements
"5/10 The part almost nobody talks about: Adobe Analytics tracks X T+ visits to US retail sites every year. Black Friday Adobe reported tracking $XXXX B in spend (up X % YoY) via its Analytics/AI stack. Midjourney knows what a shoe looks like. Adobe knows which shoe converted XX % better with Gen Z on mobile. Pixel data vs outcome data"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"6/10 Semrush takes it nuclear. XX B keywords XX T backlinks now pivoting to Generative Engine Optimization. Adobe now owns the full loop: Intent (Semrush) Creation (Firefly/CC) Performance (Analytics/EC) Closes H1 2026. The real magic shows up 202627"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"7/10 Financially this is already moving: Experience Cloud $X B rev and growing low-teens. With Semrush + GenStudio theres a realistic path to XX % CAGR and XX %+ of total ARR by 2027. Dec XX watchlist: Q4 beat AI ARR color holiday proof points. But theyre reiterating the FY26 reporting shift watch for bridges"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"8/10 Yet the stock still sits at sub-20 earnings mid-40 % margins and is buying back X %+ of the float net. Market is pricing seat-compression as base case and data moat as nice-to-have. That asymmetry is exactly where I like to live"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"9/10 Trade idea into the print: Elevated IV + structurally sound business Id rather sell downside (short puts) than chase upside. Im only interested below the recent support zone. If guidance opacity creates a XX % air-pocket thats the Data Lord entry. Happy to own it cheaper"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"@Mr_Derivatives Agree the names been nuked. My only hesitation is the reporting change + how the market reads the AI ARR / seat compression story this quarter. I wrote up a thread on that angle (data moat Semrush short-put setup into earnings) if youre curious"
X Link 2025-12-08T02:23Z XXX followers, XXX engagements
"$CRM Trade Alert π¨ Opened June 2027 $XXX Call at $XXXXX. Thesis to follow"
X Link 2025-12-08T18:29Z XXX followers, XXX engagements
"Full details here:"
X Link 2025-12-08T18:33Z XXX followers, XX engagements
"4/ AELA is the real catalyst. AELA = Agentic Enterprise License Agreement. Flat fee unlimited usage no CFO surprises. Companies are trading variable AI bills for predictable spend and the result is bigger deals often XX expansions tied to the full stack (Data Cloud Agentforce MuleSoft). This is early in the adoption curve and barely modeled by the street"
X Link 2025-12-08T19:27Z XXX followers, XX engagements
"5/ The revenue timing matters. Management said the acceleration from current bookings starts landing on the P&L over the next 1117 months roughly FY26 Q4 FY27 Q3. Institutions are positioning ahead of that curve. This move wasnt about last quarter it was about the next six"
X Link 2025-12-08T19:27Z XXX followers, XX engagements
"@BourbonInsider That aligns with the shift in narrative coming out of the earnings call followed up with special call"
X Link 2025-12-08T21:04Z XXX followers, XX engagements
"@Ronaldo7trades @StockSavvyShay lol $PYPL doesnt have a seat at the table with the big boys"
X Link 2025-12-10T04:55Z XXX followers, XXX engagements
"$HL $XXX LEAP turned to $2k π€―"
X Link 2025-12-04T02:49Z XXX followers, XXX engagements
"Made $4845 selling puts in in last XX days. $NBIS $CRM $PYPL $CIFR $DOCU $HIMS $MDB $ORCL Sold $ACHR & $RKLB to harvest loss reduce margin and buy $CRM LEAPS"
X Link 2025-12-11T22:42Z XXX followers, XXX engagements
"Up XX% in XX days on $VFC Selling puts isnt just about collecting premium its also about buying the dip when investors panic sell. Premium is just cherry on top. Ive made more money getting stocks assigned than I have collecting premium even though 9/10 puts I sell expire worthless. Drop a β€ if you are selling puts"
X Link 2025-12-01T21:01Z XXX followers, XXX engagements
"$GTLB That $XX flush was classic: panic into multi-month support immediate reversal real volume. GTLB is now fighting back through $3940. Trend still has work with the 200D at $45"
X Link 2025-12-08T17:18Z XXX followers, XXX engagements
"Who is buying $ADBE ahead of the earnings I bought some today and will selling puts tmrw at open to collect premium"
X Link 2025-12-10T00:20Z XXX followers, XXX engagements
"@StockSavvyShay That is not good news for consumer stocks like $LULU Let's see how the report comes in on Thursday"
X Link 2025-12-10T04:41Z XXX followers, XXX engagements
"$ADBE TRADE ALERT π¨ - Sold 2x 300P 1/16/26 - Premium: $XXX - Margin of Safety XX% - Current Price $343"
X Link 2025-12-10T18:09Z XXX followers, XXX engagements
"$ADBE initial take: Adobes quarter came in exactly where it needed to. Revenue and EPS were fine but the key number was Total ARR at 10.2%. That was the whole bear debate. Anything slipping toward XX% would have confirmed the slowdown story. It didnt. This keeps Adobe in the 1012% compounding lane and takes the structural decline argument off the table for now. If you sold the $XXX puts into earnings IV should collapse tomorrow. Clean quarter so far. Will listen for tone on the call"
X Link 2025-12-10T22:11Z XXX followers, XXX engagements
"$LULU trades at 15x earnings. $GAP trades at 12x. One has XX% gross margins and XX% international growth. The other is Gap"
X Link 2025-12-11T07:20Z XXX followers, 2823 engagements
"The risk is real though. XX% discounts on core Align leggingsin BLACK and NAVY. Historically $LULU only discounts ugly seasonal colors. "We Made Too Much" section was flooded. Revenue probably crushed it. Margins might get crushed"
X Link 2025-12-11T07:20Z XXX followers, XXX engagements
"Here's a leading indicator nobody talks about: AI visibilityhow often ChatGPT/Gemini recommend a brand. In November Lululemon was #1 in apparel with XX% share of voice. "What should I buy my girlfriend" $LULU Organic demand capture is intact"
X Link 2025-12-11T07:20Z XXX followers, XXX engagements
"Let's talk multiples: Nike 35x On Holding 31x Lululemon 15.5x Gap 12x $LULU traded alongside Nike for a decade. Now it's a few turns above a mall retailer with completely different margins. XX% gross margins priced like 30%"
X Link 2025-12-11T07:20Z XXX followers, XXX engagements
"$LULU The aggressive selling is exhausted. Last X quarters: 14-20% earnings move Current implied move: XX% Traders stopped paying for downside insurance after a XX% drawdown. Short interest collapsed from 9M to 6.9M shares"
X Link 2025-12-11T07:20Z XXX followers, XXX engagements
"$LULU What kills the thesis: U.S. comps deteriorate AND international slows Tariff pressure (300 bps margin hit) gets worse Sustained break below $XXX with worsening fundamentals That's structural brand damage not cyclical weakness"
X Link 2025-12-11T07:20Z XXX followers, XXX engagements
"Full details on my Substackπ"
X Link 2025-12-11T08:41Z XXX followers, XX engagements
"$ORCL TRADE UPDATE π¨ This one is in red. IV still high. Waiting for it to settle and theta to decay before I close"
X Link 2025-12-11T17:34Z XXX followers, XXX engagements
"@Selling4Premium Good idea Do you prefer short strangles as opposed to iron condors Also what DTE are you looking at"
X Link 2025-12-12T04:21Z XXX followers, XX engagements