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@premiumhunterr Premium Hunter πΉPremium Hunter πΉ posts on X about ai, $docu, $gtlb, strike the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX%
Social topic influence ai 12.77%, $docu #20, $gtlb #23, strike #2282, $adbe 6.38%, cash flow 4.26%, flow 4.26%, stocks 4.26%, adobe #998, $mdb XXXX%
Top accounts mentioned or mentioned by @mrderivatives @e031125631895 @selling4premium @seekingalpha @jkeynesalpha @theronnievshow @daltonbrewer @billackman @bourboninsider @prospero_ai
Top assets mentioned Docusign Inc (DOCU) GitLab Inc. Class A Common Stock (GTLB) Adobe, Inc. (ADBE) MongoDB, Inc. (MDB) Hims & Hers Health, Inc. (HIMS) PayPal Holdings Inc (PYPL) Cream (CRM) ServiceNow Inc (NOW) Hertz Network (HTZ)
Top posts by engagements in the last XX hours
"$GTLB Earnings Tomorrow π¨ Aggressive Premium Hunting π¦
Trade: Sell to open Jan-16 26' $XX puts @ $XXXX - $XXX credit on $4000 collateral - XXX% in XX days (68% annualized) - Breakeven $XXXXX (11.2% margin of safety) Strike sits a multi-year demand zone Bad reaction XX days of theta + vol crush to work with Good reaction Free XXX% Who is hunting with me π DYR NFA"
X Link 2025-12-02T00:48Z XXX followers, 1291 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, XXX engagements
"Hunting Premium on $GTLB π― The post-earnings drop feels like a gift. Market flushed out the speculators who chased the run to $XX. Now were back at key support ($40). Scenario: If we hold here that premium decay kicks in fast. If we dip Im happy to own a "Beat & Raise" company at a discount. Patience pays. π΅"
X Link 2025-12-02T23:14Z XXX followers, XXX engagements
"$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
"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, XX 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
"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 $XXXX B in spend (up X % YoY) via its Analytics/AI stack. Midjourney knows what a shoe looks like. Adobe knows which shoe converted XX % better with Gen Z on mobile. Pixel data vs outcome data"
X Link 2025-12-08T01:54Z XXX followers, XX engagements
"6/10 Semrush takes it nuclear. XX B keywords XX T backlinks now pivoting to Generative Engine Optimization. Adobe now owns the full loop: Intent (Semrush) Creation (Firefly/CC) Performance (Analytics/EC) Closes H1 2026. The real magic shows up 202627"
X Link 2025-12-08T01:54Z XXX followers, XXX engagements
"$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
"Full details here:"
X Link 2025-12-08T18:33Z XXX followers, XX engagements
"3/ The "Utility" Floor If $DOCU becomes a "boring" cash cow (like Dropbox or OpenText) its likely trades at 3.5x Sales. FY27 Rev Est: $3.4B Multiple: 3.5x Implied Price: $XX This is my "Hard Floor." Even if the growth story dies the free cash flow supports this price"
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
"@TheRonnieVShow Bull thesis: $ADBE to $XXX by 2030 (15% CAGR). Income thesis: Sell Jan XX $XXX Puts (30% Annualized Yield). One requires a massive rally. The other works even if the stock goes nowhere. Taking the XX% yield every time"
X Link 2025-12-05T20:42Z XXX followers, 1627 engagements
"$ADBE reports next. I will be doing a deep dive and selling puts into earnings and sharing live trade updates. Stay tuned"
X Link 2025-12-05T21:59Z XXX followers, XXX engagements
"$GTLB Trade Alert π¨ Sell to open: XX Jan 2026 $XX puts @ $XXXX Premium collected: $2780 Breakeven: $XXXXX (14.4% downside cushion) Absolute return: XXXX% if worthless Annualized return: XX% Collateral equivalent: $40000 (margin buying power) Reports earnings after close. Stock is up XXXX% for the day sitting at $43.25"
X Link 2025-12-02T19:44Z XXX followers, 1171 engagements
"$CRM Trade Alert π¨ Opened June 2027 $XXX Call at $XXXXX. Thesis to follow"
X Link 2025-12-08T18:29Z XXX followers, XXX engagements
"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
"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, 1860 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
"4/ The "Bull" Case If the new IAM platform (Intelligent Agreement Management) works $DOCU becomes the "Database of Truth" for legal data. Growth re-accelerates to 20%+ Multiple expands to 8.5x (ServiceNow territory) Implied Price: $156"
X Link 2025-12-04T06:34Z XXX followers, XXX engagements
"$DOCU Trade update π¨ Stock dropped X% after the print. The puts I sold Up 15-25%. This is what selling volatility into earnings looks like in practice. The market was pricing in a much bigger move than what actually happened. Implied volatility collapsed post-earnings and that decay more than offset the stocks decline. Not every earnings trade works this cleanly but when IV is elevated and the actual move is contained theta wins. Risk management still critical - only sold strikes Im comfortable owning the stock at if assigned"
X Link 2025-12-05T18:39Z 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
"Trade Alert π¨ Locked: XX% Annualized Return on $MDB with a XX% Crash Buffer. π‘ Implied move is 12%. Im selling deep OTM insurance. The Setup (Exp Dec 5): X Short $XXX Put (-22% OTM) Sold @ $XXXX Return: XXXX% Annualized X Short $XXX Put (-25% OTM) Sold @ $XXXX Return: XXXX% Annualized The Logic: Fading the "AI fear" premium. Even if they miss I have a massive structural buffer before I lose a cent. DYOR. Not advice. πΉ $MDB #Earnings #PremiumHunter #Optionselling"
X Link 2025-12-01T19:52Z XXX followers, XXX engagements
"@daltonbrewer Will DHL be the next $HTZ @BillAckman"
X Link 2025-12-05T00:45Z XXX followers, XXX 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