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@TheTimeInvestor Avatar @TheTimeInvestor The Time Investor

The Time Investor posts on X about $adbe, ai, $wmt, wmt the most. They currently have XXX 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: XXX #

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CreatorRank: XXXXXXX #

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Social Influence

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

Social topic influence $adbe #153, ai 7.46%, $wmt #1261, wmt #29, $googl #1990, adobe #1076, 6969 2.99%, spacex #809, googl #47, cash flow XXXX%

Top accounts mentioned or mentioned by @kobeissiletter @kalshi @curiousinhell @mrderivatives @gregtypeswords @blossgarrett @akramsrazor @kevinxu @kkmaway @stocksavvyshay @fiscalai @anandchokshi19 @biancoresearch @commonsenseplay @unusualwhales @heresyfinancial @philrosenn @valuesenseio @leelichterman @lynaldencontact

Top assets mentioned Adobe, Inc. (ADBE) Walmart, Inc. (WMT) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Mastercard, Inc. (MA) Credit Acceptance Corp (CACC) Costco Hot Dog (COST)

Top Social Posts

Top posts by engagements in the last XX hours

"2% $WMT + XX% going to zero and you still beat the S&P XXX over XX years"
X Link 2025-12-10T10:23Z XXX followers, 2798 engagements

"@bloss_garrett @akramsrazor I think its a fake photo. Jupiter is slightly flattened at the poles in reality"
X Link 2025-12-10T15:32Z XXX followers, XX engagements

"@kevinxu This is a true ChatGPT"
X Link 2025-12-11T13:26Z XXX followers, XXX engagements

"@kkmaway Im pretty sure there will be a dump at some point. At a $1.5T valuation its very likely that $GOOGL will unload part or all of its X% stake in SpaceX. Thats essentially an entire year of earnings booked for Google in a single IPO. (Without counting the other shareholder.)"
X Link 2025-12-11T14:22Z XXX followers, XX engagements

"A cheap stock can stay cheap for years while your opportunity cost increase. This is why you need a catalyst before buying a cheap stock. $NVO $EVO"
X Link 2025-11-28T19:31Z XXX followers, 11.4K engagements

"@anandchokshi19 "The income statement is where companies tell their story. The balance sheet is where that story is tested. The cash flow statement is where that story is validated.""
X Link 2025-11-29T11:57Z XXX followers, 1560 engagements

"@KobeissiLetter Historically equities fall before a recession and then stagnate or start recovering during the recession itself. If were truly close to a recession today it would be the first time in decades that the market has been this wrong ahead of one"
X Link 2025-12-05T20:29Z XXX followers, 1807 engagements

"@matthew_sigel GenAI would never have been possible without the massive datasets created by all the other technologies shown in the chart. The key point isnt the slope or duration of the curveits the fact that GenAI sits to the far right of all the others"
X Link 2025-12-09T14:09Z XXX followers, XX engagements

"$MA returns since 2021 are simply the result of the massive valuation comedown following the Covid-era spending boom. Meanwhile the underlying business has continued to improve at roughly the same pace as over the past decade: - Revenue growth around XX% right in line with its historical average/median - Free cash flow growth following essentially the same pattern If anything the recent underperformance makes it somewhat more plausible though not guaranteed that Mastercard could outperform the S&P XXX in the years ahead. The setup is cleaner now that expectations and multiples have "reset.""
X Link 2025-12-10T12:47Z XXX followers, XX engagements

"- AI-usage-based tokens are not fully integrated across Adobes AI features especially as new capabilities are rolled out. $ADBE has shown neither in its financial disclosures nor in its earnings calls a clear coherent strategy on this front. - The majority of Adobes revenue comes from companies with multiple employees. Yet the current content creation boom is happening mostly among freelancers and retail users. Those segments are not Adobes core targets and they have access to much cheaper alternatives with only minor quality trade-offs. On the only a long-term hypothetical point I completely"
X Link 2025-12-10T16:13Z XXX followers, XXX engagements

"The per-seat model is a recurring problem across SaaS in the age of AI. Many companies have explicitly acknowledged the issue and communicated a strategy to investors. Adobe has not. The numbers you cite dont demonstrate that this risk wont materialize as AI usage scales. At best it shows that this is probably not the case yet. I said Yet the current content-creation boom is happening mostly among freelancers and retail users. Rather than misrepresenting what I said or bringing in economic phenomena that have no clear reason to apply here heres my source if you want to dig into it: All the"
X Link 2025-12-10T16:49Z XXX followers, XX engagements

"@Mr_Derivatives Thats in relative terms. In absolute terms the reality looks very different. X stocks account for XX% of the S&P 500s gains over the past twelve months"
X Link 2025-12-12T12:13Z XXX followers, XXX engagements

"Since many were moved by the article about Charlie Mungers final weeks myself included I think its worth sharing a little-known anecdote about his qualities as an investor shared by @MohnishPabrai: Mohnish had spent weeks studying $CACC a company offering high-interest car loans to high-risk borrowers. At dinner he gave Charlie a five-minute pitch. Charlie listened then simply said: We dont want to own that kind of business. For Charlie the issue was clear: the business wasnt "Win-Win-Win". A company needs to benefit its stakeholders its customers its owners and the broader ecosystem or its"
X Link 2025-11-27T15:57Z XXX followers, 65.1K engagements

"@Polymarket When SpaceX goes public $GOOG will unload its stake at astronomical valuations and book massive gains. Most people will fixate on the earnings pop many not even realizing that Google owns about X% of SpaceX and the stock will jump far more than those gains actually justify"
X Link 2025-12-05T22:53Z XXX followers, 6465 engagements

"More than the buyback yield it's the quality of the buybacks. A buyback can destroy value in some cases but with $ADBE it clearly creates value. Since 2022 (the first major repurchase and the trend continued afterward): - FCF CAGR: XXXX% - FCF per share CAGR: XXXXX% Which means that in practice the buybacks have "created" XXXX% of value per year for shareholders. This is a clear sign of a management team that allocates capital extremely well and in my view there is no bigger green flag regardless of the companys other issues"
X Link 2025-12-06T15:06Z XXX followers, 3531 engagements

"@wolfejosh A similar chart but with the $ADBE disruptors and Adobe Firefly (its family of GenAI models)"
X Link 2025-12-08T22:36Z XXX followers, 3505 engagements

"@Mr_Derivatives Too many investors are willing to overpay for solid businesses like $WMT or $COST just to reduce the current uncertainty. But at these valuations they should probably be thinking about buying puts instead"
X Link 2025-12-10T15:22Z XXX followers, XX engagements

"@DeepIceValue In this quarter they said: "Generative credits are a great indicator of high-value usage and credit consumption increased 3x quarter-over-quarter." Im eager to see the number next quarter after this partnership"
X Link 2025-12-11T14:17Z XXX followers, XX engagements

"This is the most relevant line from the $ADBE earnings call. Its a clear sign that they are managing to monetize the productivity gains enabled by AI and thus offset or even more than offset the reduction in seat count"
X Link 2025-12-11T15:07Z XXX followers, XXX engagements

"@StockMKTNewz This isnt going to solve $ADBE per-seat problem if anything it may make it worse. Curious to see whether the topic quietly disappears in the next earnings call"
X Link 2025-12-10T13:34Z XXX followers, 1447 engagements

"$ADBE introducing Photoshop Express and Acrobat into ChatGPT isnt bullish for me it might even be bearish. It does nothing to solve the per-seat problem. I dont see how integrating Adobe tools into another fully distributed platform compensates for the reduction in seats sold per customer as AI boosts individual productivity. What Im really hoping for on the next earnings call is a shift toward usage- or productivity-based pricing especially for AI features instead of sticking to a seat-based model that becomes less defensible every quarter"
X Link 2025-12-10T14:55Z XXX followers, 1306 engagements

"@dividendology Valuation aside: $GOOGL. If its not a 10-year play but a 100-year one its Kweichow Moutai"
X Link 2025-12-11T19:40Z XXX followers, 2702 engagements

"@LanceRoberts @ISABELNET_SA YoY earnings growth of XX% XX% and XX% for mega caps is genuinely exceptional. At that scale those % translate into far more value creation than the same growth across the S&P XXX. That shows up directly in prices: the Mag7 account for XX% of the S&P 500s performance"
X Link 2025-12-12T12:35Z XXX followers, XX engagements

"Who is buying Walmart at this price Buying $WMT at 61x FCF means paying today for the next XX years of cash flows assuming X% growth every single year and flawless execution. The upside is limited. The downside much less so. Valuation matters"
X Link 2025-12-12T12:08Z XXX followers, XX engagements

"@TheLongInvest When a companys P/E curve starts to mirror its stock price its very often a sign of overvaluation. $WMT"
X Link 2025-12-12T14:46Z XXX followers, XXX engagements