# ![@Donversationz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3316005339.png) @Donversationz Don Stein

Don Stein posts on X about ai, adobe, crypto, coinbase the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3316005339/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3316005339/c:line/m:interactions.svg)

- [--] Week [-----] -32%
- [--] Month [------] -35%
- [--] Months [------] +276%
- [--] Year [------] -89%

### Mentions: [--] [#](/creator/twitter::3316005339/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3316005339/c:line/m:posts_active.svg)

- [--] Month [--] -94%
- [--] Months [---] +108%
- [--] Year [---] +303%

### Followers: [-----] [#](/creator/twitter::3316005339/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3316005339/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +2.80%
- [--] Months [-----] +12%
- [--] Year [-----] +20%

### CreatorRank: [---------] [#](/creator/twitter::3316005339/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3316005339/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  27% [stocks](/list/stocks)  27% [finance](/list/finance)  21% [cryptocurrencies](/list/cryptocurrencies)  12% [exchanges](/list/exchanges)  6% [celebrities](/list/celebrities)  4% [countries](/list/countries)  4% [vc firms](/list/vc-firms)  3% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[ai](/topic/ai) 14%, [adobe](/topic/adobe) #594, [crypto](/topic/crypto) 6%, [coinbase](/topic/coinbase) 5%, [market](/topic/market) 4%, [company](/topic/company) 4%, [growth](/topic/growth) 4%, [entire](/topic/entire) 3%, [the most](/topic/the-most) 3%, [investment](/topic/investment) #5293

**Top accounts mentioned or mentioned by**
[@coinbase](/creator/undefined) [@eleanorterrett](/creator/undefined) [@growthrapidly](/creator/undefined) [@elonmusk](/creator/undefined) [@hatedmoats](/creator/undefined) [@ichlerne2](/creator/undefined) [@renesellmann](/creator/undefined) [@bankinggop](/creator/undefined) [@a16z](/creator/undefined) [@circle](/creator/undefined) [@krakenfx](/creator/undefined) [@digitalchamber](/creator/undefined) [@geminiapp](/creator/undefined) [@ondofinance](/creator/undefined) [@brianarmstrong](/creator/undefined) [@aollivier82](/creator/undefined) [@tradeswithjim](/creator/undefined) [@grok](/creator/undefined) [@patrickbennett](/creator/undefined) [@yuvalrooz](/creator/undefined)

**Top assets mentioned**
[Coinbase Global Inc. (COIN)](/topic/coinbase) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Canton (CC)](/topic/$cc) [CatCoin (CAT)](/topic/$cat) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Bitcoin (BTC)](/topic/bitcoin) [BHNetwork (BHAT)](/topic/$bhat) [MP Materials Corp. (MP)](/topic/$mp) [USDC (USDC)](/topic/usdc) [Microsoft Corp. (MSFT)](/topic/microsoft) [General Dynamics Corporation (GD)](/topic/$gd) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Leidos Holdings Inc (LDOS)](/topic/$ldos) [Boeing Co (BA)](/topic/$ba)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Shantanu Narayen Chair and CEO has led Adobe through multiple technological shifts most notably the move to the cloud in [----]. His tenure is defined by long-term strategic bets that often confuse Wall Street initially but yield massive dividends years later. In 2023-2024 Narayens directive to pivot the entire R&D budget toward Generative AI (sacrificing short-term margins for long-term dominance) is paying off in [----]. Narayens vision articulated at Summit [----] positions Adobe not as a replacement for human creativity but as the "productivity partner" that handles the mundane allowing humans"  
[X Link](https://x.com/Donversationz/status/2023261809286037982)  2026-02-16T05:03Z [----] followers, [--] engagements


"27 pages. [----] words. After hundreds of hours of research I'm ready to share what I believe is the most comprehensive investment thesis on Adobe Inc. ($ADBE) available to the public for free. This http://x.com/i/article/2021197237091545088 http://x.com/i/article/2021197237091545088"  
[X Link](https://x.com/Donversationz/status/2021258192160719040)  2026-02-10T16:21Z [----] followers, [----] engagements


"Warren Buffett"  
[X Link](https://x.com/Donversationz/status/2022154297883132278)  2026-02-13T03:42Z [----] followers, [---] engagements


"@TripleNetInvest SPAC S.tupid P.erson A.lert C"  
[X Link](https://x.com/Donversationz/status/2023043980401983787)  2026-02-15T14:37Z [----] followers, [--] engagements


"@amrojare @growthrapidly Yes exactly Very scary 😄 But honesty - who knows"  
[X Link](https://x.com/Donversationz/status/2023110044984963358)  2026-02-15T18:59Z [----] followers, [--] engagements


"Steeeve Same concept as @elonmusk Cut ruthlessly Add back later if needed"  
[X Link](https://x.com/Donversationz/status/2023129094049747148)  2026-02-15T20:15Z [----] followers, [--] engagements


"US Public Equities 40% More Expensive than Non-US Equities Which isnt out of the norm But a [--] FWD P/E is undeniable bearish short term"  
[X Link](https://x.com/Donversationz/status/2023140380645167492)  2026-02-15T21:00Z [----] followers, [--] engagements


"Adobe owns the prosumer market Canva owns the mom and pop shop Meta/Tiktok are trying to own the advertising images/video market by using Gen Ai to create thousands of assets from one hero Other tools own other more professions aspects The biggest risk isnt canva its meta Google and TikToks Gen AI for advertising assets Adobe acquired SemRush bc its looking to compete in ad/marketing performance The advatange $ADBE has over the big [--] is that theyre an open ecosystem that will plug into all [--] The risk isnt that Meta changes APIs an cuts adobe out All that being said $ADBE is trading below its"  
[X Link](https://x.com/Donversationz/status/2023372070353006633)  2026-02-16T12:21Z [----] followers, [---] engagements


"@leevalueroach Is this $BHAT"  
[X Link](https://x.com/Donversationz/status/2019190322920587519)  2026-02-04T23:24Z [----] followers, [---] engagements


"why mine BTC at a loss when you can repurpose your datacenter for AI compute and sell it for 500K to 1.5M per MW BTC security going to take a hit as less people to protect network Open to 51% attack You can't get around energy cost. Really funny what is happening rn"  
[X Link](https://x.com/Donversationz/status/2019435299752075473)  2026-02-05T15:37Z [----] followers, [--] engagements


"Would love to know your thoughts on $MP Materials - Please only respond if you have expertise in materials mining financial analysis or magnets - They've recently closed big deals with Apple and DoD but the price has also ran up 250% Overbought Or is there still value https://t.co/VdNStRaPtO https://t.co/VdNStRaPtO"  
[X Link](https://x.com/Donversationz/status/2019790924906176816)  2026-02-06T15:10Z [----] followers, [---] engagements


"@coinbase @SphereVegas Read the room"  
[X Link](https://x.com/Donversationz/status/2020698139565670567)  2026-02-09T03:15Z [----] followers, [--] engagements


"@coinbase 🤣🤣🤣no it didnt work Watch your outflows"  
[X Link](https://x.com/Donversationz/status/2020876941432127927)  2026-02-09T15:06Z [----] followers, [--] engagements


"@coinbase What is happening"  
[X Link](https://x.com/Donversationz/status/2020895794014872026)  2026-02-09T16:21Z [----] followers, [--] engagements


"yes exactly that was my sad realization most of USDC volume is just people moving away from crypto then right back into it. still traders not ppl moving money cross the globe Team $CC p.s. You're smart would love to know your take Yuval Does AI really crush all SaaS or are there still going to be some winners from legacy software that adopt. https://x.com/Donversationz/status/2021258192160719040s=20 https://x.com/Donversationz/status/2021258192160719040s=20"  
[X Link](https://x.com/Donversationz/status/2021259155567149252)  2026-02-10T16:25Z [----] followers, [--] engagements


"I wrote [----] words on a "failing" company according to Wall Street geniuses. @Adobe Or. maybe Mr. Market is wrong and this thing is about to win the AI Marketing market It appears Adobe is shifting from Design tool to entire AI Marketing suite with measurable ROI and cross-platform and cross-model integrations I'm bullish for now https://t.co/vzXDqV8XRZ https://t.co/vzXDqV8XRZ"  
[X Link](https://x.com/Donversationz/status/2021260238138061061)  2026-02-10T16:29Z [----] followers, [---] engagements


"Nobody cares about Adobe right now But I do. https://t.co/vzXDqV8XRZ https://t.co/vzXDqV8XRZ"  
[X Link](https://x.com/Donversationz/status/2021263278899417361)  2026-02-10T16:41Z [----] followers, [--] engagements


"And here is @GeminiApp steel manning the argument: Here are the holes in the thesis ranging from structural risks to specific strategic weaknesses. [--]. The "Commercially Safe" Moat is a Regulatory Bet Not a Product Feature The thesis argues that Adobes "liability shield" and "commercially safe" Firefly model are a definitive moat against "wild west" models like Midjourney or OpenAI. The Hole: This moat exists only if copyright law comes down hard on AI training. If courts rule that training on public data is "Fair Use" (a very real possibility in the US) Adobe's "safe" advantage evaporates"  
[X Link](https://x.com/Donversationz/status/2021287159836147946)  2026-02-10T18:16Z [----] followers, [---] engagements


"@GeminiApp The pre-mortem Aka run ideas through a system that assumes it failed [----] months later to force structured reasoning ahead of time"  
[X Link](https://x.com/Donversationz/status/2021303801706127524)  2026-02-10T19:22Z [----] followers, [--] engagements


"Adobe is a high risk company given AI narrative - down 40% over [--] months - sitting at it's [--] week low https://t.co/vzXDqV8XRZ https://t.co/vzXDqV8XRZ"  
[X Link](https://x.com/Donversationz/status/2021304235741093904)  2026-02-10T19:24Z [----] followers, [---] engagements


"Microsoft Stock Hits Five-Year Low Valuation Multiple After strong Q2 earnings with $81.3 billion in revenue and 29% Azure growth investors sold off due to Microsoft's $115 billion capex guidance for AI data centers sparking fears of squeezed margins and slow returns. The stock fell nearly 14% post-earnings on January [--] hitting $393.67 on February [--] before rebounding to $420.20 by February [--]. Traders see value in the forward P/E of 23-25 cheaper than peers with some buying calls as shares stabilize. -AI https://twitter.com/i/web/status/2021304685181927686"  
[X Link](https://x.com/Donversationz/status/2021304685181927686)  2026-02-10T19:26Z [----] followers, [---] engagements


"Adobe Pre-Mortem Pt. [--] [--]. What specifically broke Adobe failed to translate AI leadership into incremental revenue growth fast enough to justify its multiple. Firefly usage grew but pricing power lagged. AI features were bundled defensively rather than monetized offensively. Creative Cloud stayed sticky but seat expansion slowed and ARPU plateaued. Enterprise budgets rotated toward horizontal AI platforms instead of creative tools. Net effect: great product story mediocre earnings delta. [--]. What early signal was missed Several possible tells: RPO and net new ARR growth decelerated despite"  
[X Link](https://x.com/Donversationz/status/2021314473626304850)  2026-02-10T20:04Z [----] followers, [--] engagements


"incredible $GNRC and such an obvious play as they're the only $CAT comparable when it comes to large scale MW diesel generators plus C&I mix becoming dominant over residential and. C&I expected to grow 30% (driven by data centers) the new facility in Sussex Wisconsin is specifically focused on producing exactly those large megawatt-scale diesel generators (the 23+ MW units) that Generac supplies to hyperscalers and data centers. https://twitter.com/i/web/status/2021599622410707340 https://twitter.com/i/web/status/2021599622410707340"  
[X Link](https://x.com/Donversationz/status/2021599622410707340)  2026-02-11T14:58Z [----] followers, [--] engagements


"@khawatmiTradez and $CAT selling similar diesel generators pretty much the only two players in USA"  
[X Link](https://x.com/Donversationz/status/2021612855380877525)  2026-02-11T15:50Z [----] followers, [--] engagements


"interesting headline Iris Energy Joins MSCI USA Index Amid AI Pivot MSCI added Iris Energy Ltd. (NASDAQ: IREN) to its USA Index on February [--] with the change effective February [--] alongside seven other stocks. The index covers large- and mid-cap U.S. equities representing 85% of their market cap and influencing trillions in ETFs and funds. Investors see this as a boost for IREN's shift from Bitcoin mining to AI infrastructure using 100% renewable energy with its stock closing at $42.93 on February [--] and ticking up in after-hours. Expectations run high for buying pressure from passive funds"  
[X Link](https://x.com/Donversationz/status/2021613438120718753)  2026-02-11T15:52Z [----] followers, [--] engagements


"MU (Micron) is a standout 7.1x forward P/E with 40%+ growth in High Bandwidth Memory which every AI GPU needs. It's on your list as "memory chip shortage" and it's arguably the cheapest AI infrastructure play in the market right now"  
[X Link](https://x.com/Donversationz/status/2021631321316200770)  2026-02-11T17:04Z [----] followers, [--] engagements


"@HatedMoats it's also heavily leaning into performance / ROI for marketing creative teams no longer design company it's an AI tools business for all things marketing/creative"  
[X Link](https://x.com/Donversationz/status/2021643413888888995)  2026-02-11T17:52Z [----] followers, [---] engagements


"@IchLerne2 @HatedMoats Not sure what this means"  
[X Link](https://x.com/Donversationz/status/2021688591890477083)  2026-02-11T20:51Z [----] followers, [--] engagements


"Love PBR's numbers. great value but. Brazil owns 51% problem is at any time govt could f*ck that so it has looming catalyst that you can't derisk so no otherwise gosh I would love to hold this one know of any other bets with similar value but less govt risk"  
[X Link](https://x.com/Donversationz/status/2021765962270437563)  2026-02-12T01:59Z [----] followers, [--] engagements


"@OndoFinance @thebearablebull $CC time"  
[X Link](https://x.com/Donversationz/status/2021832652228063507)  2026-02-12T06:24Z [----] followers, [--] engagements


"General Dynamics (GD) at 16.5x P/E vs. 24x industry average is the cheapest defense prime and defense spending is at record levels ($924B authorized $1T+ proposed)"  
[X Link](https://x.com/Donversationz/status/2021921487167619419)  2026-02-12T12:17Z [----] followers, [--] engagements


"@Peter_Lukacs_R Would love to read your research and opinion on $adbe"  
[X Link](https://x.com/Donversationz/status/2021934455108383205)  2026-02-12T13:08Z [----] followers, [--] engagements


"@VitalikButerin selling ETH @brian_armstrong selling COIN Probably nothing"  
[X Link](https://x.com/Donversationz/status/2021978546860695806)  2026-02-12T16:03Z [----] followers, [---] engagements


"@brian_armstrong Explaining the clarity act"  
[X Link](https://x.com/Donversationz/status/2022005974471757972)  2026-02-12T17:52Z [----] followers, [--] engagements


"Pure valuation metrics it's really not even close $AMZN $AAPL $NVDA"  
[X Link](https://x.com/Donversationz/status/2022014011215348151)  2026-02-12T18:24Z [----] followers, [---] engagements


"@aollivier82 Just got it @tomimpallomeni convinced me"  
[X Link](https://x.com/Donversationz/status/2022035485821202692)  2026-02-12T19:50Z [----] followers, [--] engagements


"@HatedMoats vibe code UBER next"  
[X Link](https://x.com/Donversationz/status/2022304425025417606)  2026-02-13T13:38Z [----] followers, [---] engagements


"@TheGeorgePu They hired me Dec [----]. I quit [--] weeks later Jan [----] 🤣"  
[X Link](https://x.com/Donversationz/status/2022426522645373099)  2026-02-13T21:43Z [----] followers, [----] engagements


"Lol Chamaths SPACs (investor returns post-2020 boom): Mostly deep losses (average -20% to -45%+ on key deals) with only SoFi as a clear win. High-risk high-volatility bets on growth/tech that cratered when rates rose and hype faded. Berkshire Hathaway: Steady positive compounding (+80105% cumulative since 2020) with minimal drawdowns relative to markets. Focus on durable businesses vs. speculative SPAC mergers. https://twitter.com/i/web/status/2023019774343622727 https://twitter.com/i/web/status/2023019774343622727"  
[X Link](https://x.com/Donversationz/status/2023019774343622727)  2026-02-15T13:01Z [----] followers, [---] engagements


"Lol Chamaths SPACs (investor returns post-2020 boom): Mostly deep losses (average -20% to -45%+ on key deals) with only SoFi as a clear win. High-risk high-volatility bets on growth/tech that cratered when rates rose and hype faded. Berkshire Hathaway: Steady positive compounding (+80105% cumulative since 2020) with minimal drawdowns relative to markets. Focus on durable businesses vs. speculative SPAC mergers. Chamath explains Warren Buffetts secret to success: Markets thrive when there's information asymmetry Now I'm gonna get a lot of people really upset with me. This is an example of"  
[X Link](https://x.com/Donversationz/status/2023019845126607338)  2026-02-15T13:01Z [----] followers, [--] engagements


"@Trades_with_Jim @ReneSellmann 😂😂😂😂😂 traitor Jim"  
[X Link](https://x.com/Donversationz/status/2023039817169403960)  2026-02-15T14:20Z [----] followers, [--] engagements


"@Trades_with_Jim @ReneSellmann Good bot"  
[X Link](https://x.com/Donversationz/status/2023040907130613904)  2026-02-15T14:25Z [----] followers, [--] engagements


"10 pages. [----] words. After hours of research I'm ready to share what I believe is a fantastic investment opportunity on Generac Inc. ($GNRC) available to X for free. This is a deep examination of http://x.com/i/article/2021603287145775104 http://x.com/i/article/2021603287145775104"  
[X Link](https://x.com/Donversationz/status/2021607012245684705)  2026-02-11T15:27Z [----] followers, [---] engagements


"🤦🤦🤦 BREAKING: US job numbers were revised down by [--------] jobs in [----] the largest annual revision in at least [--] years. This follows downward revisions of [-------] in [----] and [-------] in [----]. In total [--------] jobs have been revised out of initially reported data over the https://t.co/CLDvMNLLse BREAKING: US job numbers were revised down by [--------] jobs in [----] the largest annual revision in at least [--] years. This follows downward revisions of [-------] in [----] and [-------] in [----]. In total [--------] jobs have been revised out of initially reported data over the https://t.co/CLDvMNLLse"  
[X Link](https://x.com/Donversationz/status/2023139116452651210)  2026-02-15T20:55Z [----] followers, [--] engagements


"SaaSpocolypse is significantly a worse term than SaaSsacre"  
[X Link](https://x.com/Donversationz/status/2023381573781901432)  2026-02-16T12:58Z [----] followers, [--] engagements


"Last week I published this article on X about $ADBE https://x.com/Donversationz/status/2021258192160719040 I took a bullish stance but today we take a look at what I might have overlooked. [--] Key Risks I Overlooked Competition http://x.com/i/article/2023387079212662784 http://x.com/i/article/2023387079212662784"  
[X Link](https://x.com/Donversationz/status/2023404668546941309)  2026-02-16T14:30Z [----] followers, [--] engagements


"My gut says I should buy The TTM numbers say I should buy The Reddit users say theyre unhappy The investors say they lost belief Im confused"  
[X Link](https://x.com/Donversationz/status/2023405859976724825)  2026-02-16T14:35Z [----] followers, [--] engagements


"$GNRC https://t.co/LUTenM2ckE https://t.co/LUTenM2ckE"  
[X Link](https://x.com/Donversationz/status/2023434194932609520)  2026-02-16T16:28Z [----] followers, [--] engagements


". @BillAckman is a LEGND Since [----]. Pershing Square achieved a compounded annual NAV return of 15.9% compared to 10.0% for the S&P [---] cumulative NAV return of around 2172% vs. 654% for the S&P [---] a roughly 3.3x outperformance in total growth Day-one investors saw their investment multiply by about 22x vs. 7x in the S&P [---] https://twitter.com/i/web/status/2022677897396273344 https://twitter.com/i/web/status/2022677897396273344"  
[X Link](https://x.com/Donversationz/status/2022677897396273344)  2026-02-14T14:22Z [----] followers, [--] engagements


"@fiscal_ai $AMZN has played THIS game before: Invest aggressively short-term hate decade dominance"  
[X Link](https://x.com/Donversationz/status/2022688327770738944)  2026-02-14T15:04Z [----] followers, [---] engagements


"Happy Valentines day I love stoks 💘 💌 https://t.co/C0PPHD2RjZ https://t.co/C0PPHD2RjZ"  
[X Link](https://x.com/Donversationz/status/2022704962539548952)  2026-02-14T16:10Z [----] followers, [--] engagements


"$AMZN $MSFT $GOOG It all comes down to growth. https://t.co/C0PPHD2RjZ https://t.co/C0PPHD2RjZ"  
[X Link](https://x.com/Donversationz/status/2022706153310855484)  2026-02-14T16:15Z [----] followers, [--] engagements


"Video watching experience on X is trash Close it out accidentally. Cant find it Scrubbing is buggy No way to get back to find video in history"  
[X Link](https://x.com/Donversationz/status/2022745693895401970)  2026-02-14T18:52Z [----] followers, [---] engagements


"@ReneSellmann Totally Adobe has arguably the best valuation metrics on the entire market rn Why would you swing at it Long [---] P/Es only"  
[X Link](https://x.com/Donversationz/status/2023020168000184396)  2026-02-15T13:02Z [----] followers, [---] engagements


"Adobe should start paying a dividend Adobe is owned by growth funds who bought it at 35x. They're underwater and selling. Value funds and income funds are looking at it and saying "interesting but no dividend so it's not in my mandate." A 3-4% yield with mid-single-digit growth suddenly makes Adobe eligible for: Dividend growth funds Income-oriented institutional mandates Retirement portfolios Value funds that require yield It's so obvious they need to do this https://twitter.com/i/web/status/2023072925021028427 https://twitter.com/i/web/status/2023072925021028427"  
[X Link](https://x.com/Donversationz/status/2023072925021028427)  2026-02-15T16:32Z [----] followers, [--] engagements


"@growthrapidly Yes fair Trading 10x OCF [---] sales Not bad But PEG isnt below [--] yet. Thoughts on that"  
[X Link](https://x.com/Donversationz/status/2023091396106715169)  2026-02-15T17:45Z [----] followers, [--] engagements


"@voyagerstar10 @0xOzyan @KimDotcom @grok @Clavicular0"  
[X Link](https://x.com/Donversationz/status/2023377114410717539)  2026-02-16T12:41Z [----] followers, [--] engagements


"RT @dabit3: Maybe the fumble of the decade by @AnthropicAI. The most popular and fastest growing open source project of all time is not on"  
[X Link](https://x.com/Donversationz/status/2023176820494094611)  2026-02-15T23:25Z [----] followers, [---] engagements


"Its truly mind blowing how inaccurate such important data sets are Why even bother checking these reports anymore. Theyre definitely irrelevant The total payroll gain for [----] was revised downward from 584k to just 181k which meant only 15k new jobs were added per month"  
[X Link](https://x.com/Donversationz/status/2023213704310079978)  2026-02-16T01:51Z [----] followers, [--] engagements


"Adobe owns the prosumer market. Canva owns the mom-and-pop shop. Meta/TikTok/Google are trying to own the advertising images/video market by using GenAI to create thousands of assets from one hero. Other tools own other more professional aspects. The biggest risk isnt Canva its Meta Google and TikToks GenAI for advertising assets. Adobe acquired SemRush because its looking to compete in ad/marketing performance. The advantage $ADBE has over the big three is that theyre an open ecosystem that will plug into all three. The risk isnt that Meta changes APIs and cuts Adobe out. All that being said"  
[X Link](https://x.com/Donversationz/status/2023373121563054502)  2026-02-16T12:25Z [----] followers, [---] engagements


"Testing [--] [--] 3"  
[X Link](https://x.com/Donversationz/status/2023402490012864518)  2026-02-16T14:22Z [----] followers, [--] engagements


"Tom Bell CEO $LDOS [----] years running Leidos already pushing EBITDA margins above 14% and building a $69B pipeline that the Street is barely paying attention to. Tom Bell former SVP of Boeing Defense and President of Rolls-Royce Defense came into Leidos with decades of heavy-iron defense experience. While most defense IT firms were playing it safe. he started expanding the pipeline aggressively. Leidos is the leading Defense IT solutions provider with long-term government contracts and switching costs so high that once you're in you're in for decades. DoD modernization is accelerating there"  
[X Link](https://x.com/Donversationz/status/2023442300979011833)  2026-02-16T17:00Z [----] followers, [--] engagements


"🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣 cooked in a way linkedin influencers never could https://t.co/uakpDy6yuV cooked in a way linkedin influencers never could https://t.co/uakpDy6yuV"  
[X Link](https://x.com/Donversationz/status/2023592979567403488)  2026-02-17T02:58Z [----] followers, [--] engagements


"@EleanorTerrett @BankingGOP @a16z @circle @krakenfx @DigitalChamber Thanks y'all :)"  
[X Link](https://x.com/Donversationz/status/2011606903827415403)  2026-01-15T01:10Z [----] followers, [--] engagements


"@HustleBitch_ who wins [----] Super Bowl my dude"  
[X Link](https://x.com/Donversationz/status/2011613352288833783)  2026-01-15T01:36Z [----] followers, [---] engagements


"@EleanorTerrett Bad for price action. Bad for short term momentum. Great for long term crypto Brian was starting a bitcoin exchange before I knew how to even buy it I trust him 👍"  
[X Link](https://x.com/Donversationz/status/2011623371679977575)  2026-01-15T02:16Z [----] followers, [----] engagements


"@patrickbennett @EleanorTerrett @BankingGOP @a16z @circle @krakenfx @DigitalChamber If you need me to send you $4.99 let me know"  
[X Link](https://x.com/Donversationz/status/2011623465611378834)  2026-01-15T02:16Z [----] followers, [--] engagements


"@TedPillows Tough to lose clarity momentum right before that 3450"  
[X Link](https://x.com/Donversationz/status/2011627302527156625)  2026-01-15T02:31Z [----] followers, [--] engagements


"@patrickbennett @EleanorTerrett @BankingGOP @a16z @circle @krakenfx @DigitalChamber 😂😂. The wisest thing anyone said in this thread so far"  
[X Link](https://x.com/Donversationz/status/2011632920050766146)  2026-01-15T02:53Z [----] followers, [--] engagements


"The most important thing you can do for your life in your 20s is build a network Because"  
[X Link](https://x.com/Donversationz/status/2011811038908342694)  2026-01-15T14:41Z [----] followers, [--] engagements


"you never know whos going to become what Ive seen so many underdogs rise to the top Most of those underdogs youd probably have ignored when you met them And networking is the fastest compounding asset that anybody can afford"  
[X Link](https://x.com/Donversationz/status/2011811040510558328)  2026-01-15T14:41Z [----] followers, [--] engagements


"🐂BULL CASE FOR ETH: Massive prior run: $1500 $5000 (+230% in [--] months) triggered by prior regulatory shifts (e.g. GENIUS Act for stablecoins). Similar setup now with Clarity Act could provide SEC/CFTC harmonization clarity on tokenization (securities vs. digital commodities) and boost innovation. Positive signals: SEC comments on tokenization benefits (T+0 settlement transparency de-risking markets). Legislation seen as likely to pass before Democrats potentially regain influence (post-2026 midterms/new Congress in Sept 2026). Fast passage possible in January if markup Senate tweaks and"  
[X Link](https://x.com/Donversationz/status/2011816402098028753)  2026-01-15T15:03Z [----] followers, [--] engagements


"🐻BEAR CASE FOR ETH: Macro shocks could wipe out gains (e.g. 20% drop = major losses if fully invested). Crypto's volatility: Assets rarely hold for months without sharp retraces. Liquidity rotating to safer assets (precious metals small caps defense stocks). Risks to legislation timing: Potential government shutdown end-January [----] (budget fights could delay or derail); Democrats might use it as leverage. Process could drag weeks/months post-January markup. Narrative: Negative sentiment (Wall Street exploitation confusion over activity vs. price decline); hype faded now about "real"  
[X Link](https://x.com/Donversationz/status/2012208986096074938)  2026-01-16T17:03Z [----] followers, [--] engagements


"Two of Thinking Machines Labs co-founders are jumping ship to (rejoin) OpenAI So they betrayed Sam. Joined Mira Now betraying Mira. Joining Sam Seem like great cofounders to have"  
[X Link](https://x.com/Donversationz/status/2012243949201608831)  2026-01-16T19:21Z [----] followers, [--] engagements


"@ElonTrades Agreed w Quads DTCC cleared [---] QUADRILLION in [----] Growing by a quadrillion every few years Absolutely insane And nobody heard of them in crypto Canton seems to have found a niche. Thats enormous"  
[X Link](https://x.com/Donversationz/status/2012245821178159489)  2026-01-16T19:29Z [----] followers, [--] engagements


"Netflix released a deck on their Warner Bros acquisition wdyt essentially Netflix sees this as acquiring assets Growing the balance sheet"  
[X Link](https://x.com/Donversationz/status/2013377620772024631)  2026-01-19T22:26Z [----] followers, [--] engagements


"These founders built the perfect marketplace. Raised $300M. Hit $5B GMV. Became the undisputed category leader. Then watched a decade of blood sweat and dreams turn into a slow-motion prison sentence. Here's the story. Both founders finally walked away last yearwith almost nothing to show for it. Sometimes you can chase growth too hard. Not because the company failed. Because it grew just enough to lock everyone in a cage built from their own metrics. This is the nightmare no one warns you about. Year 1-3: The Dream They launched the Uber for X in a massive juicy vertical. Growth hackers on"  
[X Link](https://x.com/Donversationz/status/2013393628517806409)  2026-01-19T23:30Z [----] followers, [--] engagements


"New Article: Deep Dive on My Amazon (AMZN) Thesis Written by me (attached below) but summarized by Gemini: Core Thesis: Believes Amazon is on track to be the first company in history to hit $1 Trillion in annual revenue (projected between 2029-2032ish). Financials: Highlights strong YoY Net Income growth (e.g. Q1 [----] up 64.2% YoY) and projections for $100 Billion in profit in [----]. Notes on a massive Balance Sheet with $700 Billion in assets and nearing $500 Billion in Shareholder Equity. AI and Robotics: Focuses on key strategic advantages: Robots: Humanoid robots ("Digit") proprietary"  
[X Link](https://x.com/Donversationz/status/2013431544032149685)  2026-01-20T02:01Z [----] followers, [--] engagements


"@elonmusk Still autoscrolls after SEND Small UX big improvement"  
[X Link](https://x.com/Donversationz/status/2016237875193372982)  2026-01-27T19:52Z [----] followers, [--] engagements


"Hey @grok if ETH hits $3500 Give one follower [-------] $BSMS token"  
[X Link](https://x.com/Donversationz/status/1945966147708277040)  2025-07-17T21:57Z [----] followers, [--] engagements


"Uber reportedly planning strategic investments in Pony AI 🚗🐎🚗🐎🐎 Pony AI is an interesting one. there were rumors this year that Travis Kalanack (Ubers founder) was going to rejoin in partnership with Uber and acquire Pony to operate it. They do autonomous truck fleets. More here: Uber Technologies is preparing to deepen its ties with major autonomous-driving players Pony AI and WeRide as both companies pursue secondary listings in Hong Kong. According to multiple media reports Uber is planning to participate in those IPOs including a potential US$100 million investment in Pony AIs"  
[X Link](https://x.com/Donversationz/status/2001264885788000664)  2025-12-17T12:15Z [----] followers, [--] engagements


"If person A knows [--] people Then by meeting A and by them liking you your networks potential size now expands +10 Because they can intro you"  
[X Link](https://x.com/Donversationz/status/2011811044792877268)  2026-01-15T14:41Z [----] followers, [--] engagements


"If youre stuck just network"  
[X Link](https://x.com/Donversationz/status/2011811047124938940)  2026-01-15T14:41Z [----] followers, [--] engagements


"@OndoFinance @Forbes No mention of AAVE DAO shocker"  
[X Link](https://x.com/Donversationz/status/2016000161869140427)  2026-01-27T04:07Z [----] followers, [--] engagements


"The Robinhood founders profile pic is an illusion Stare at the middle Wow 🤯 @vladtenev"  
[X Link](https://x.com/Donversationz/status/2016352702725312628)  2026-01-28T03:28Z [----] followers, [---] engagements


"Blood in the streets thats when you buy Be fearful when other are greedy be greedy when others are fearful Crypto is crashing but Im still buying #DDTG https://t.co/xN5f5e97hf Crypto is crashing but Im still buying #DDTG https://t.co/xN5f5e97hf"  
[X Link](https://x.com/Donversationz/status/2017309083963945127)  2026-01-30T18:49Z [----] followers, [--] engagements


"@YuvalRooz You all = Yu-val"  
[X Link](https://x.com/Donversationz/status/2017673241116942742)  2026-01-31T18:56Z [----] followers, [--] engagements


"@YuvalRooz awesome space Can you make a video about your burn mint dynamics with tangible examples Would be so helpful for us Thank you either way 🙏 Love what youre doing and how you think about inflation / deflation as a key aspect of long term value"  
[X Link](https://x.com/Donversationz/status/2017835691950915658)  2026-02-01T05:41Z [----] followers, [--] engagements


"@shiri_shh Their revenue is growing. Amazingly. And profitably. Look at $ADBE financials and tell me its not a winner The AI replacement hype is so dumb These big companies BENEFIT"  
[X Link](https://x.com/Donversationz/status/2017836606980284839)  2026-02-01T05:45Z [----] followers, [---] engagements


"@ThinkingUSD Is bitcoin MySpace"  
[X Link](https://x.com/Donversationz/status/2017850151306486196)  2026-02-01T06:39Z [----] followers, [--] engagements


"@CalebFromX Author with arthritis Is an Eminem line Straight up stolen Know your hip hop"  
[X Link](https://x.com/Donversationz/status/2018071971540402530)  2026-02-01T21:20Z [----] followers, [---] engagements


"🤣🤣🤣🤣🤣 @X Great job on the negotiations @elonmusk https://t.co/PoA1y8mmD2 @X Great job on the negotiations @elonmusk https://t.co/PoA1y8mmD2"  
[X Link](https://x.com/Donversationz/status/2018483824984768652)  2026-02-03T00:37Z [----] followers, [--] engagements


"@MicronTech Qualcomm next"  
[X Link](https://x.com/Donversationz/status/2018833657084178563)  2026-02-03T23:47Z [----] followers, [---] engagements


"Qualcomm next Edge AI is evolving fast and the decode stage is the biggest driver of user experience because it puts the most demand on memory making it a critical factor in responsiveness. The key takeaway: memory bandwidth not just compute is essential for seamless realworld https://t.co/lsrOkVGNPG Edge AI is evolving fast and the decode stage is the biggest driver of user experience because it puts the most demand on memory making it a critical factor in responsiveness. The key takeaway: memory bandwidth not just compute is essential for seamless realworld https://t.co/lsrOkVGNPG"  
[X Link](https://x.com/Donversationz/status/2018833688231104998)  2026-02-03T23:47Z [----] followers, [--] engagements


"Elons SpaceX buys Anthropic"  
[X Link](https://x.com/Donversationz/status/2019164641847390277)  2026-02-04T21:42Z [----] followers, [--] engagements


"@Hunter_Weiss Is that SBF"  
[X Link](https://x.com/Donversationz/status/2019173661450858736)  2026-02-04T22:18Z [----] followers, [----] engagements


"It's wild that @coinbase crashed the entire crypto market over 3% yield 😂😂 If they just STFU we'd have a bill and everyone would be up 30% Good job :)"  
[X Link](https://x.com/Donversationz/status/2019433622248570944)  2026-02-05T15:31Z [----] followers, [--] engagements


"The banks are SMART This delay of Clarity Act until 'sometime in spring' means that prices drop People take cash out of Coinbase Then Etrade launches crypto trading in April People move cash to Etrade Then the Clarity Act passes And people moved their money away from Coin"  
[X Link](https://x.com/Donversationz/status/2019434691762552952)  2026-02-05T15:35Z [----] followers, [--] engagements


"Its saying there are $600 trillion of derivatives in the market right now. Basically fake stocks. Leveraged If something goes wrong like Iran war or Taiwan. Etc. Then that [---] trillion unwinds fast and brutal. Bc its fragile Its a great warning. Something to really think about https://twitter.com/i/web/status/2019635714900570555 https://twitter.com/i/web/status/2019635714900570555"  
[X Link](https://x.com/Donversationz/status/2019635714900570555)  2026-02-06T04:54Z [----] followers, 10.5K engagements

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