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@ThorionPartners Avatar @ThorionPartners Thorion Partners

Thorion Partners posts on X about ipo, $adbe, $fig, $20b the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: X #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance stocks

Social topic influence ipo, $adbe, $fig, $20b, $adbes, $16b, $15b, market cap, $821m, $5mo

Top assets mentioned Adobe, Inc. (ADBE)

Top Social Posts #


Top posts by engagements in the last XX hours

"Why the $FIG Figma IPO is good for $ADBE. X. Management is dumping CEO Dylan Field is offering up to 2.35m shares and board member Mamoon Hamid is offering 2.76m shares. Primary offerings help generate cash to fund future growth not secondaries which benefit only the seller"
@ThorionPartners Avatar @ThorionPartners on X 2025-07-23 19:55:00 UTC XXX followers, XXX engagements

"3. Valuation: Based on the S-1 IPO pricing at $25-$28 per share = FD market cap of $15B-$16B vs. $ADBE's previous offer of $20B"
@ThorionPartners Avatar @ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XXX engagements

"4. Growth: At $821M Revenue (LTM) at XX% growth YOY and XX% of Fortune XXX companies using Figma how much more room is left before they have to go far downstream At XX% gross margin they are priced to perfection"
@ThorionPartners Avatar @ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XXX engagements

"2. Churn: NDR is a proxy for how sticky the product is. While XXX% is impressive NDR has declined significantly from a year ago so where else is the share of wallet going to It's a $5/mo product why would NDR be declining now"
@ThorionPartners Avatar @ThorionPartners on X 2025-07-23 19:55:01 UTC XXX followers, XX engagements