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@Stock_Opine Avatar @Stock_Opine StockOpine

StockOpine posts on X about $adbe, $adyen, ai, $ahtl the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% countries XXXX% cryptocurrencies XXXX%

Social topic influence $adbe #102, $adyen #6, ai 7.89%, $ahtl 5.26%, if you 5.26%, finance 5.26%, strong 5.26%, agentic #513, $pool #2, $evost XXXX%

Top accounts mentioned or mentioned by @quartr_app @fiscalai @austrolince @joinyellowbrick @vince85623723 @quality_stocksa @dissectmarkets

Top assets mentioned Adobe, Inc. (ADBE) PoolTogether (POOL) HUBSPOT, INC. (HUBS) Old Dominion Freight Line Inc (ODFL) Copart, Inc. (CPRT) Advanced Micro Devices (AMD) Zoom Video Communications Inc (ZM) NVIDIA Corp. (NVDA) Booking Holdings Inc (BKNG) Accenture (ACN) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Our Ashtead $AHT.L valuation update will reach your inbox in a few hours"
X Link 2025-09-12T12:38Z 8285 followers, XXX engagements

"Its been a while since we last covered Ashtead Group (LSE: $AHT.L). With new results out + a strategic update its time to revisit our valuation. 🧵"
X Link 2025-09-14T14:54Z 8285 followers, XXX engagements

"The buyback machine that never sleeps $EVO.ST"
X Link 2025-11-03T07:37Z 8287 followers, 7162 engagements

"Lots of focus on $HUBS after yesterday's XX% drop. If you are trying to understand the big picture we just published a full deep dive. You can find it in the usual place"
X Link 2025-11-07T16:22Z 8287 followers, 1006 engagements

"This chart on Adyens volumes is wild. We pulled it in seconds. If you want data-ready charts without digging through filings @fiscal_ai does the job fast. Use our link for XX% off and start testing it on your own tickers"
X Link 2025-11-27T15:34Z 8290 followers, XXX engagements

"High quality stock ideas trading well below their 52-week high. $ADBE $ODFL $CPRT"
X Link 2025-11-30T09:18Z 8287 followers, 1101 engagements

"Signs of optimism $MC.PA"
X Link 2025-10-17T09:38Z 8287 followers, XXX engagements

"Feels great to be back in the top XXX of the Rising Finance category. Thank you all for your support Were currently working on coverage of $AMD s Analyst Day and $Adyen s Investor Day as well as preparing a valuation model template that will soon be available to our subscribers"
X Link 2025-11-18T20:55Z 8287 followers, 1197 engagements

"$ZM is aggressively reducing dilution while maintaining strong cash flows. Two years ago Stock-Based Compensation was XXXX% of revenue. Today it has dropped to 15.1%"
X Link 2025-12-01T15:19Z 8289 followers, 1383 engagements

"J.P. Morgan initiates coverage on Greggs $GRG.L with an Overweight and a 2110p PT XX% upside. Key comments: Valuation at trough levels despite sector-leading margins (62%) strong unit economics and major catalysts from 2026 as new distribution centres come online. Bull case: 2430p. Bear: 1340p. Are you bullish or not"
X Link 2025-12-05T10:43Z 8289 followers, XX engagements

"5/ Risk & Compliance Gets an AI Upgrade Adyen is deploying LLM agents to triage alerts and handle PEP checks. Target: XX% automation. Already saves 50%+ reviewer time. This is compliance at scale not a cost center"
X Link 2025-12-07T16:27Z 8286 followers, XXX engagements

"6/ Agentic Commerce: Early But Enormous Think: Find me a gray cashmere sweater under $XXX delivered by Friday and an AI does the shopping + payment. Adyen wants to be the universal translator between agents and merchants without merchants losing customer control. They peg the opportunity at $2T GMV by 2030"
X Link 2025-12-07T16:28Z 8286 followers, XXX engagements

"7/ Embedded Finance Is Quietly Becoming a Growth Flywheel Issuing Capital Accounts. Still small today but strategically huge. Issuing: X YoY volume and scaling fast Capital: real-time underwriting using payment flows Accounts: keeps funds on Adyen rails The more merchants can do the more they stay"
X Link 2025-12-07T16:28Z 8286 followers, XXX engagements

"8/ TAM: Still Massive Still Growing Payments TAM = 26T today (ex-China) expected to double to 52T over the next decade. Adyen processes 1.3T = just X% share. From 2015 to now the market doubled Adyen grew XX. Momentum is real"
X Link 2025-12-07T16:28Z 8287 followers, XX engagements

"9/ Financial Outlook: Confidence Turned Up 2025 net revenue growth: XX% 2026: lowmid-20s% Long-term EBITDA margin: 55%+ by 2028 (raised from 50%+) CAPEX stable at X% Long-term revenue growth building blocks: HSD market growth + HSD/LDD wallet share gains + LSD new wins + X% from financial products"
X Link 2025-12-07T16:28Z 8286 followers, XXX engagements

"10/ Final Thought Adyens story is shifting from payments processor to intelligent financial infrastructure layer. The moat is deepening the product surface is expanding and managements conviction is rising. Full analysis + updated valuation are in the usual place"
X Link 2025-12-07T16:28Z 8286 followers, XXX engagements

"Trump approves $NVDA H200 chips for sale to China"
X Link 2025-12-09T04:28Z 8290 followers, XXX engagements

"$Adyen now expects its EBITDA margin to be above XX% by 2028 up from the previous goal of 50%"
X Link 2025-11-11T20:31Z 8288 followers, 1374 engagements

"A simple formula for finding value 👇 High ROIC stocks where: FCF Yield + Forward EPS Growth XX% We run the screen. X $BKNG X% + XX% = XX% X $ADBE X% + XX% = XX% X $ACN X% + X% = XX% All have 10Y ROIC 20%. We are leaning $BKNG. Who is your favorite"
X Link 2025-12-01T08:43Z 8286 followers, XXX engagements

"We updated our $ADYEN valuation model following the Investor Day. Management raised EBITDA margin guidance to XX% by 2028. You can find the analysis in the usual place"
X Link 2025-12-03T16:23Z 8289 followers, XXX engagements

"2/ The Moat Is Getting Meaner Adyens single platform isnt just clean architecture its a compounding advantage. One codebase one stack global effects. An optimization built for a merchant in Singapore instantly benefits one in Brazil. Everyone else pays the integration tax"
X Link 2025-12-07T16:27Z 8288 followers, XXX engagements

"3/ Banking Licenses = The Hidden Superpower Adyen now holds full banking licenses in the EU UK and US. That means: direct central-bank connectivity instant payouts 24/7/365 resilient operations the ability to lend + issue cards without partner-bank permission In other words: autonomy speed margin"
X Link 2025-12-07T16:27Z 8288 followers, XXX engagements

"4/ Dynamic Identification: The New Foundation This is BIG. Adyen is replacing static fraud-prone KYC with behavioral identity built from 1.3T of payment signals. Instead of: Is this document real It asks: Does this entity behave like a real business Result false positives down from XX% XX% +13% conversion uplift onboarding friction melting away"
X Link 2025-12-07T16:27Z 8288 followers, XXX engagements

"$POOL is finally stabilizing after X quarters of revenue decline. The stock trading near pre-COVID levels despite higher earnings. We dive into the valuation margins and the cyclical upside. Valuation update is in the usual place👇"
X Link 2025-12-09T19:46Z 8292 followers, XXX engagements

"What is going wrong with $ADBE today I thought this stock only goes down"
X Link 2025-12-05T15:27Z 8292 followers, 4403 engagements

"Consistent execution Vs Negative sentiment. $ADBE has beat sales estimates for XX consecutive quarters yet the stock is at multi-year lows"
X Link 2025-12-11T06:55Z 8292 followers, XXX engagements

"$ADBE continues to grow RPO at double digits (13%). If demand was drying up this chart would be flattening. Its not"
X Link 2025-12-11T07:44Z 8292 followers, XXX engagements

"🧵 1/ $ADYEN Adyens 2025 Investor Day was a monster. Management doubled down on the moat unveiled a new foundational layer (Dynamic Identification) clarified the future of agentic commerce and sharpened their TAM + financial roadmap. Here are the biggest takeaways:"
X Link 2025-12-07T16:27Z 8292 followers, 1386 engagements

"$POOL stock approaching 2019 levels while the company generated XX% higher LTM operating income compared FY19. The industry has been in a 2-year downcycle and $POOL finally returned to growth over the last X quarters. Is the bottom finally in"
X Link 2025-12-09T13:39Z 8292 followers, XXX engagements

"Gemini is rapidly taking share from OpenAI. Meanwhile AI usage is proving incremental to commercial search queries. Massive win for $GOOG"
X Link 2025-12-10T07:16Z 8292 followers, XXX engagements

"$ADBE currently trades at a XXX% FCF yield net of SBC. If they grow FCF at XX% the stock compounds at XX% CAGR. Market-beating return without multiple expansion"
X Link 2025-12-11T19:42Z 8292 followers, XXX engagements