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# ![@Fierce__beast Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1472099252239224844.png) @Fierce__beast Fierce_beast

Fierce_beast posts on X about prediction, $adbe, $tbla, $rhi the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1472099252239224844/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1472099252239224844/c:line/m:interactions.svg)

- X Week XXXXXX +28%
- X Month XXXXXXX +435%
- X Months XXXXXXX +292%
- X Year XXXXXXX +645%

### Mentions: XX [#](/creator/twitter::1472099252239224844/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1472099252239224844/c:line/m:posts_active.svg)

- X Week XX +2.30%
- X Month XXX +44%
- X Months XXX +79%
- X Year XXX +383%

### Followers: XXXXX [#](/creator/twitter::1472099252239224844/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1472099252239224844/c:line/m:followers.svg)

- X Week XXXXX +1.50%
- X Month XXXXX +9.40%
- X Months XXXXX +214%
- X Year XXXXX +535%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1472099252239224844/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1472099252239224844/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1472099252239224844/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[prediction](/topic/prediction) #2437, [$adbe](/topic/$adbe) #58, [$tbla](/topic/$tbla) #1, [$rhi](/topic/$rhi) #1, [faster](/topic/faster) 3.7%, [$udmy](/topic/$udmy) 3.7%, [adbe](/topic/adbe) #47, [stocks](/topic/stocks) 3.7%, [$zd](/topic/$zd) #1, [$ttgt](/topic/$ttgt) #1

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@fchollet](/creator/undefined) [@flamingquiver](/creator/undefined) [@bmb21](/creator/undefined) [@fiercebeast](/creator/undefined) [@jojocapital](/creator/undefined) [@stockjabber](/creator/undefined) [@wealthyreadings](/creator/undefined) [@rickclagg](/creator/undefined) [@patientinvestt](/creator/undefined) [@blondesnmoney](/creator/undefined) [@hammerheadres](/creator/undefined) [@bearcaveemail](/creator/undefined) [@thetranscript](/creator/undefined) [@straightcap](/creator/undefined) [@jpsinvestments](/creator/undefined) [@texasteaparty](/creator/undefined) [@taobanker](/creator/undefined) [@venkat4754](/creator/undefined) [@jojo_capital](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Robert Half International Inc (RHI)](/topic/$rhi) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [Artificial Intelligence (AI4)](/topic/$ai4) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [COTY INC (COTY)](/topic/$coty) [Coldstack (CLS)](/topic/$cls) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [Etsy Inc (ETSY)](/topic/$etsy) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [aelf (ELF)](/topic/$elf) [Elcoin (EL)](/topic/$el) [TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)](/topic/$tixt) [FIVE9, INC. (FIVN)](/topic/$fivn) [Concentrix Corporation Common Stock (CNXC)](/topic/$cnxc)
### Top Social Posts [#](/creator/twitter::1472099252239224844/posts)
---
Top posts by engagements in the last XX hours

"here's just a random list to of AI startups. sometimes look at this type of thing to figure out new short ideas there are two recruiting ai startups in this list. are they better than $zip or $rhi"  
[X Link](https://x.com/Fierce__beast/status/1940424955231084964) [@Fierce__beast](/creator/x/Fierce__beast) 2025-07-02T14:58Z 1669 followers, XXX engagements


"The dario prediction about mass unemployment may have been overly alarmist but still a lot of these studies seem to be coming out these days. What strikes me with a company like $RHI though is that for some reason revenue declines seem to reflect some sort of execution issue as well as perhaps pressure on their end markets. Same issue with $TBI and $HQI and $ZIP"  
[X Link](https://x.com/Fierce__beast/status/1962557932664430951) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-01T16:47Z 1669 followers, 1464 engagements


"$mpwr seems to be holding on $NVDA share"  
[X Link](https://x.com/Fierce__beast/status/1973236280487190619) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-01T03:59Z 1669 followers, 1066 engagements


"I guess my previous PT for $MPWR of 922/sh needs to be upped a little given the certainty around them being in $NVDA next gen chips and the Enterprise Data segment not being down as much as expected. Anyone follow me into this one Operator owner AI beneficiary that not many people seem to have thought about. But a great LT track record of share gains margin expansion and a bright future in robotics perhaps as well as insane needs for power in next gen chips which might require a lot more content/chip for what MPWR provides"  
[X Link](https://x.com/Fierce__beast/status/1978475243443277850) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T14:57Z 1669 followers, XXX engagements


"$CLS Sold about 1/3rd of the original position. Anyone else get a piece of this one It's far above my PT like XX% but am deciding to keep holding some for now. I don't really know if this is a good idea Bought it originally around 14x NTM EPS now trades for 40x NTM EPS. insane multiple re-rate"  
[X Link](https://x.com/Fierce__beast/status/1978823477009269233) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-16T14:00Z 1669 followers, XXX engagements


"I am short $UDMY PT 4.5/sh for XX% downside it has 2.5/sh in net cash but think the chances of it attaining a breakeven fcfe level is unlikely if they are unable to reaccelerate revenue growth. So the equity stub is worth very little. They need at least XX% adj. EBITDA margins by my estimate to break even on FCFE. If the enterprise continues to decelerate total revenue growth will be negative in a few quarters and the chance of reaching scale will become extremely remote. I think they'll maybe earn .25/sh of FCFE by 2027 but they may need to sacrifice growth to obtain this. I've provided one"  
[X Link](https://x.com/Fierce__beast/status/1978846104125935771) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-16T15:30Z 1669 followers, 4217 engagements


"Look at the EPS and revenue estimate revisions for #ADBE I could be wrong but I don't think ADBE has ever before at least in the last XX years experienced a downward or flat estimate revision pattern like this during a non-recession period of time. There is something inconspicuous happening to $ADBE"  
[X Link](https://x.com/Fierce__beast/status/1980028600234422359) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:49Z 1670 followers, XXX engagements


"i think this is wrong but we'll see. it's not like $goog they don't have a clear advantage over other ai startups or foundational image gen models. 1) $adbe used to be a monopoly 2) as a monopoly you have pricing power high switching costs low CAC 3) New AI gen tools reduces the reason to use adbe. 4) midjourney was growing revenues faster than $adbe's incremental revenue growth 5) its entire ability to future grow margins be resilient and keep customers has significantly decreased"  
[X Link](https://x.com/Fierce__beast/status/1980025074842579195) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:35Z 1669 followers, 1696 engagements


"@fchollet $ADBE my original short thesis:"  
[X Link](https://x.com/Fierce__beast/status/1980029805400842294) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:54Z 1669 followers, 1023 engagements


"I am short $EXFY. PT 1.15/sh X% short interest non-ai stock with declining organic revs and 5-7%/yr dilution. XX% of mcap in cash though. Insiders have also been selling. Used mostly as a travel and expense application for very small businesses (12 people). Some tables:"  
[X Link](https://x.com/Fierce__beast/status/1969461177261408298) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-20T17:58Z 1668 followers, 5797 engagements


"$COTY You can run the math whatever which way you want. It'll look like a lot of upside. The whole thing of $COTY trades for 1.3x ev/s vs 1.8x for $PUIG . The whole thing will do fine if 1) they divest color cosmetics and brazil at a decent multiple and 2) if the remaining business doesn't have terminal brand risk (mostly fragrances business)"  
[X Link](https://x.com/Fierce__beast/status/1973064786536464617) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-30T16:37Z 1668 followers, 3807 engagements


""Taboola Announces Strong Momentum for Realize Pushing Beyond Native with Expanded Partnerships with Leading Global Publishers Including TIME Weather Channel Digital Gannett USA TODAY Network Nexstar and Slate Continues to Add New Features for Advertisers to Connect with Consumers on Publisher Sites; Taboola Expects to Pay Over $XXX Billion to Publishers and OEMs in 2025" I am sorry but all of $TBLA's customers are probably shorts if they were public. One of their largest customers is Yahoo just over the last X months Here is Yahoo's web traffic -- down almost 10%"  
[X Link](https://x.com/Fierce__beast/status/1978452206832484393) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T13:25Z 1670 followers, XXX engagements


"Lol chatgpt just spits out a great bear thesis on stocks. Here's one for $UDMY: UDMY: a concentrated bear thesis (as of Oct XX 2025) 1) Growth looks stalled not inflecting Latest quarter (Q225) revenue grew just X% YoY to $199.9M; managements FY25 guide of $784$794M implies roughly flat revenue vs. FY24 ($786.6M)hard to support a premium multiple if the top line isnt expanding. SEC+1 The engine thats supposed to carry the storyUdemy Business (UB)isnt accelerating: ARR up only X% YoY to $520M and UB revenue up 7%. Customer count rose just X% YoY to 17107. Thats mature-company growth not a"  
[X Link](https://x.com/Fierce__beast/status/1978476422218813946) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T15:01Z 1670 followers, XXX engagements


"This is the gift that keeps on giving. $NRDY. There is no hope. Most of their customers are high school and older. Why pay $100/hr for a 1-hour long session with an unvetted expert to help learn a subject when now there are 1000's (figure of speech) of alternatives cheaper and smarter that will get only better. It's another AI short -- thing. I have many of them"  
[X Link](https://x.com/Fierce__beast/status/1979204989152112721) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T15:16Z 1671 followers, XXX engagements


"@WealthyReadings what's consensus at for growth rn"  
[X Link](https://x.com/Fierce__beast/status/1979265475222577337) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T19:17Z 1669 followers, XXX engagements


"Hah PINS not so much. more in the dead money camp i'd guess with potential of some AI generated app or Chatgpt coming out with a competitor. Google just released some beta version called mix board. PINS is growing but quality of growth and eps seems i dunno not the best. valaution in my mind is closer to 28/sh. NRDS definitely potential for disruption"  
[X Link](https://x.com/Fierce__beast/status/1979285625875345600) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T20:37Z 1669 followers, XXX engagements


"the nuance was that most of $nrdy's customers were high school and above age groups. this is an age group that can easily learn to self learn with chatgpt or use a platform like khan academy that will help them. before chatgpt q&a dialogue wasn't possible of course now that has all dramatically changed. $nrdy doesn't have a way out that i can see"  
[X Link](https://x.com/Fierce__beast/status/1971229163483775482) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-25T15:03Z 1669 followers, 2077 engagements


"Here's some more analysis this time by my Junior analyst Claude XXX $UDMY: ENTERPRISE (UDEMY BUSINESS) HAS MUCH HIGHER MARGINS Segment Gross Margin Comparison (Q2 2025): Segment Revenue Adj. Gross Profit Adj. Gross Margin Enterprise $129.3M $97.5M XX% ✅ Consumer $70.6M $42.1M XX% Total Company $199.9M $132.0M XX% Enterprise margins are XX percentage points higher (75% vs 60%) WHY ENTERPRISE HAS HIGHER MARGINS: X. Instructor Revenue Share Economics (Biggest Factor) Consumer Marketplace: Individual course purchase: Instructor gets 37-50% of sale price Personal Plan subscription: Instructor gets"  
[X Link](https://x.com/Fierce__beast/status/1978515950388576276) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-15T17:38Z 1668 followers, XXX engagements


"$ETSY the additional web traffic via chatgpt has increased its perceived value in the market but I think it will only work for ETSY if it improves their incremental margins and revenues vs current expectations which is unclear and seems unlikely to me. Consensus shows a margin improvement and revenue growth improvement despite a clear trend showing that as take rate goes up KPI's like active buyer/seller and revenue growth actually slowdown. 1Q24 was the peak of both active buyers and sellers on ETSY. Seems that there is less interest to buy or sell on ETSY. Adj. EBITDA margins have also"  
[X Link](https://x.com/Fierce__beast/status/1979644582674477366) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-18T20:23Z 1669 followers, 1090 engagements


"@fchollet Here are more thoughts on this from over a year ago and interesting to see how the prediction has played out"  
[X Link](https://x.com/Fierce__beast/status/1980030532223173051) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T21:57Z 1669 followers, XXX engagements


"$TBLA $ZD $TTGT $CRTO and others that are dependent upon web traffic are probably decent shorts: One issue though is that if all ad tech stocks face the same issue it's not like publishers have alternatives so revenues should then decline roughly in-line with declining web traffic across the internet. $TBLA though seems very suspicious to me. The CEO is trying to pivot into "AI" and was on CNBC last Friday dissing Perplexity. I signed up for TBLA's alternative AI solution but it's not even publicly available yet. So they are claiming their AI solution is way better but there's no way to"  
[X Link](https://x.com/Fierce__beast/status/1934665097403662722) [@Fierce__beast](/creator/x/Fierce__beast) 2025-06-16T17:31Z 1667 followers, 2541 engagements


"the short case for $zd $ttgt $tead $tbla etc etc etc"  
[X Link](https://x.com/Fierce__beast/status/1950633762662084899) [@Fierce__beast](/creator/x/Fierce__beast) 2025-07-30T19:05Z 1668 followers, 4304 engagements


"part of the short case for $RHI $TBI $HQI "Artificial intelligence is already starting to take a "disproportionate" bite out of entry-level job opportunities in certain fields according to a paper from Stanford researchers published this week. Analyzing ADP data the study found a XX% employment decline for workers aged 22-25 in jobs deemed "most exposed" to AI like software development and accounting. More experienced workers in those same fields saw little disruption. The study also noted far less disruption in occupations where AI is used to augment work versus those where it is used to"  
[X Link](https://x.com/Fierce__beast/status/1961409339991732359) [@Fierce__beast](/creator/x/Fierce__beast) 2025-08-29T12:43Z 1667 followers, 4980 engagements


"Tough setup for stocks reliant on web traffic. I feel like we've been seeing this play out at $IAC and all the lawsuits but can't short that because of the MGM stake. I am short $TTGT $ZD $NRDS $QNST $TBLA $TEAD $SEMR etc Listed some other potential ones in image"  
[X Link](https://x.com/Fierce__beast/status/1969799726838038633) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-21T16:23Z 1669 followers, 2537 engagements


"focus is on $COTY today. an long now after being short. I think there is at least XX% upside on a conservative estimate of the multiple they get on the color cosmetics/brazil business sales and using proceeds to pay down debt i think a multiple revision to 1.8x ev/s is fair. $EL trades for over 2.5x. currently $coty is at 1.3x ev/s just preliminary work still doing analysis but yes it looks interesting finally"  
[X Link](https://x.com/Fierce__beast/status/1973055557159342494) [@Fierce__beast](/creator/x/Fierce__beast) 2025-09-30T16:01Z 1666 followers, 2807 engagements


"@StockJabber Great book dead companies walking. I also try to find these types of companies. Lookin for more ideas. (DM for idea exchange please) My process is simple just first form a thesis with a tangible prediction about fundamentals (growth rate margins KPI's) next value it then monitor to see if the prediction comes true. If your thesis is different than management's/market then you might be off to a good start. Adjust position as your thesis changes or hardens. Don't get married to outcome use data and just be objective and truthful to reality as much as possible. Work hard to not"  
[X Link](https://x.com/Fierce__beast/status/1979210396423602229) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-17T15:38Z 1667 followers, 5061 engagements


"@fchollet More $ADBE short"  
[X Link](https://x.com/Fierce__beast/status/1980032656424173599) [@Fierce__beast](/creator/x/Fierce__beast) 2025-10-19T22:05Z 1669 followers, XXX engagements