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@Spike_1567 Avatar @Spike_1567 Spike

Spike posts on X about adobe, constellation, business, legit the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence technology brands XXXXX% stocks XXXX% finance XXXX% products XXXX% gaming XXXX%

Social topic influence adobe #1035, constellation #317, business 4.76%, legit 3.17%, core 3.17%, csu #65, ceo 1.59%, $toiv 1.59%, $csuto #60, sea limited XXXX%

Top accounts mentioned or mentioned by @carsontalkmoney @wealthmatica @averagedipbuyer @jminvestment0 @devineni6 @qualitygrowthfv @dividenddynasty @cariocapital @joshinvesting @sambruebaker @jm_investment0 @josh_investing @lazaroinvestor @valuationedge @ronaldo7trades @khoiuna @thevaluetrade @valuationedge_ @ejpatriots @stockmktnewz

Top assets mentioned Sea Limited (SE)

Top Social Posts

Top posts by engagements in the last XX hours

"@CarsonTalkMoney @JM_Investment0 they are hinting at massive consumer weakness which is true but I am more convinced its a PayPal problem now which doesn't break my thesis but its been delayed as what they said on the fireside chats by the CEO and CFO. they even said EPS growth will be very low next year"
X Link 2025-12-08T19:12Z XXX followers, XX engagements

"@DividendDynasty there are far better opportunities than S&P Global that as as high quality. Constellation Software is one of them"
X Link 2025-11-11T19:55Z XXX followers, XX engagements

"@devineni6 @CarsonTalkMoney FCF is the best metric to value them as they are a serial acquirer just like Constellation software. CSU trades at 90x PE and less than 20x FCF"
X Link 2025-11-24T22:21Z XXX followers, XXX engagements

"@CarsonTalkMoney Topicus $TOI.V and Constellation Software $CSU.TO"
X Link 2025-11-25T04:17Z XXX followers, XXX engagements

"@wealthmatica not really. they are growing much faster and have way more tailwinds than amazon than any company can dream of and its showing in their numbers. Same applies to Sea limited"
X Link 2025-11-30T19:19Z XXX followers, XX engagements

"@devineni6 @CarsonTalkMoney Adobe isn't bad but I think there are better opportunities in the software. Favorites being Constellation Software and Topicus"
X Link 2025-12-04T16:43Z XXX followers, XX engagements

"@AverageDipBuyer I agree but analysts only care about branded checkout and we know where that's gonna go. imo FOUR is an amazing opportunity. you are getting 20-30% growth in PayPal like valuations. it trades at 12x 2025 FCF for a company with a ton of skin in game and stronger moat"
X Link 2025-12-08T18:17Z XXX followers, XXX engagements

"@AverageDipBuyer I agree PayPals brand is huge but it's not showing in numbers rn. Branded checkout is growing at rates below e-commerce which isn't good and they obviously know that"
X Link 2025-12-08T18:36Z XXX followers, XX engagements

"@AverageDipBuyer I did say they have competition but I am just saying in payments they have a legit moat. Also one advantage FOUR has is they are a serial acquirer so they just buyout the best products"
X Link 2025-12-08T18:39Z XXX followers, XX engagements

"@AverageDipBuyer I don't see it happening. Jared is the largest shareholder and ik for a fact if they get acquired it would be done at a premium which I agree with. Plus PayPal is using all their excess cash for buybacks especially and reinvesting in business"
X Link 2025-12-08T18:41Z XXX followers, XX engagements

"@AverageDipBuyer I do think agents commerce is legit and PayPal is going right direction with that however its too early to see progress imo"
X Link 2025-12-08T18:48Z XXX followers, XX engagements

"@wealthmatica @meetblossomapp I have looked into it and I just struggle to figure out how they will ever be profitable. Ik they like to sue adjusted ebitda for some stupid reason to adjust for depreciation and amortization which is stupid imo"
X Link 2025-12-02T21:22Z XXX followers, XX engagements

"@JM_Investment0 they also do M&A so they can acquire customers for far cheaper than their customers which is why their CACs are far lower than their competitors like TOAST Adyen etc which focus on go to market"
X Link 2025-12-02T22:20Z XXX followers, XX engagements

"@LazaroInvestor Adobe is a descent opportunity and I think could easily play out at these prices but imo there are better software stocks like Constellation software and Topicus that are growing FCF/share at 2-3x the rate of what Adobe are doing"
X Link 2025-12-04T19:38Z XXX followers, XX engagements

"@josh_investing @ValuationEdge_ this is exactly why I heavily focus on small and mid caps now. My favorite mid cap opportunities are in Topicus and FOUR. If you like Constellation Software but at a small MC. Topicus is literally that as they are a spinoff from CSU and are largest shareholder"
X Link 2025-12-06T23:45Z XXX followers, XX engagements

"@AverageDipBuyer I think X years from now PayPal will be a solid bet but I don't think 2026 is gonna be a good year for them. They imo are hinting at another transition year from the fireside chats and I think its becoming a late 2026 play or likely 2027"
X Link 2025-12-08T18:12Z XXX followers, XXX engagements

"@AverageDipBuyer DLO is a pure PSP play. FOUR doesn't operate in that segment. PSP is a brutal space to be in. comparing FOUR to DLO is completely different. Plus FOUR buys out their competitors which is why they have much lower CACS likes of Adyen Toast and Block"
X Link 2025-12-08T18:34Z XXX followers, XXX engagements

"@CarsonTalkMoney @JM_Investment0 With turnaround timing is everything. Opportunity cost is a huge risk with turnarounds and its something people tend to forget"
X Link 2025-12-09T05:50Z XXX followers, XX engagements

"@CarsonTalkMoney @JM_Investment0 comparing paypal to a adobe or salesforce isint the same. Adobe and Salesforce are well dominant and mature software business. Compared to PayPal that had enormous missteps with prior management and had declining metrics such as Active users for a while and declining margins"
X Link 2025-12-09T07:09Z XXX followers, XX engagements

"@CarsonTalkMoney they are a fintech company as well through mercado Pago which creates them a huge ecosystem moat around their core ecommcerce business"
X Link 2025-12-11T03:40Z XXX followers, XX engagements

"@khoiuna planning to do anything with it"
X Link 2025-12-11T03:39Z XXX followers, XX engagements

"@khoiuna lol best use of a dividend"
X Link 2025-12-11T04:28Z XXX followers, XX engagements

"@JM_Investment0 PayPal is a pure turnaround play. Adobe isn't as their core metrics haven't shown any sign of slowdown or decrease. It's just sentiment is terrible in the software sector similar to Shift4 in the payments sector"
X Link 2025-12-11T17:29Z XXX followers, XX engagements

"@Ronaldo7trades @DividendDynasty imo Topicus and CSU are far better opportunities than adobe. growing FCF/share at 2-3x the rate of adobe without share buybacks and trading at a 5%+ FCF Yield"
X Link 2025-12-11T17:33Z XXX followers, XX engagements

"@LazaroInvestor thanks. I have changed my investing to now focus less on large and mega to more mid and small caps now and the opportunities are insane"
X Link 2025-12-11T17:47Z XXX followers, X engagements

"@SamBruebaker every time I ask myself to buy Adobe I can't figure out a good reason to own shares as I own X serial acquires in the VMS space growing double to triple the rate of FCF/share at close to adobe like valuations"
X Link 2025-12-11T18:07Z XXX followers, XX engagements

"@SamBruebaker I think adobe can work out at these prices but I think Topicus CSU and Shift4 are far better opportunities imo trading at well over a 5%+ FCF yield growing FCF/share at 20-30% over the next. X years"
X Link 2025-12-11T18:16Z XXX followers, XX engagements