# ![@HalloranHolding Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1757634661176799232.png) @HalloranHolding Michael Halloran

Michael Halloran posts on X about $adbe, adobe, market, ai the most. They currently have [--] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1757634661176799232/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757634661176799232/c:line/m:interactions.svg)

- [--] Week [---------] +221%
- [--] Month [---------] +15,632%

### Mentions: [--] [#](/creator/twitter::1757634661176799232/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757634661176799232/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1757634661176799232/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757634661176799232/c:line/m:followers.svg)

- [--] Month [--] +1,100%

### CreatorRank: [---------] [#](/creator/twitter::1757634661176799232/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1757634661176799232/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [social networks](/list/social-networks)  [products](/list/products) 

**Social topic influence**
[$adbe](/topic/$adbe) #20, [adobe](/topic/adobe) #463, [market](/topic/market), [ai](/topic/ai), [software](/topic/software) #2700, [opportunity](/topic/opportunity), [pay](/topic/pay), [in the](/topic/in-the), [media](/topic/media), [$192b](/topic/$192b) #1

**Top accounts mentioned or mentioned by**
[@hatedmoats](/creator/undefined) [@longgameequity](/creator/undefined) [@willbiddy](/creator/undefined) [@pipsologe](/creator/undefined) [@peterdacreep](/creator/undefined) [@trevhesinvests](/creator/undefined) [@qualtrim](/creator/undefined) [@ftrinvestors](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@summitcapitai](/creator/undefined) [@wealthmatica](/creator/undefined) [@787grape](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@ashton1nvests](/creator/undefined) [@thestockerman](/creator/undefined) [@krispatel99](/creator/undefined) [@manuinvests](/creator/undefined) [@wbfintool](/creator/undefined) [@darklightseeker](/creator/undefined) [@novocainer](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Mindset4Money_X Adobe and Amazon"  
[X Link](https://x.com/HalloranHolding/status/1979283883591180660)  2025-10-17T20:30Z [--] followers, [--] engagements


"@trevhesinvests @summitcapitaI @qualtrim Buying Adobe here"  
[X Link](https://x.com/HalloranHolding/status/2004966186283606057)  2025-12-27T17:22Z [--] followers, [--] engagements


"If AI really commoditizes creation youd see it in the subscription base. Digital Media ARR grew 11.5% YoY to $19.2B. RPO grew 13% YoY to $22.5B (65% due within [--] months). Thats future revenue already under contract with $ADBE https://twitter.com/i/web/status/2022907152512487639 https://twitter.com/i/web/status/2022907152512487639"  
[X Link](https://x.com/anyuser/status/2022907152512487639)  2026-02-15T05:33Z [--] followers, [---] engagements


"Software companies are INFINITELY scalable. $ADBE has high fixed costs. Yes you have to build the software once. But low marginal costs. Delivering the software to the 1000th or 1000000th customer costs almost nothing compared to the subscription price. So as revenue grows costs don't rise proportionally. That gap is margin https://twitter.com/i/web/status/2021629135899197567 https://twitter.com/i/web/status/2021629135899197567"  
[X Link](https://x.com/HalloranHolding/status/2021629135899197567)  2026-02-11T16:55Z [--] followers, [----] engagements


"Imagine calling $ADBE a buy at [---] and then buying more at [---] and then still loading up at [---]. Wait thats every SaaS company holder ever"  
[X Link](https://x.com/anyuser/status/2023011917241979332)  2026-02-15T12:30Z [--] followers, [---] engagements


"Adobe used to trade 3540x earnings. Now its 15x. Yet FY25: $23.8B revenue $10B+ operating cash flow $19.2B Digital Media ARR $22.5B RPO and they retired 6% of shares. Whats the market missing $ADBE"  
[X Link](https://x.com/anyuser/status/2022789072088109184)  2026-02-14T21:44Z [--] followers, [---] engagements


"$ADBE has essentially gone vertical over the last decade. FY2015 revenue: $4.8B FY2025 revenue: $23.8B The stock can argue about AI narratives all day. The business reality is simple: Over 5x since [----]. Adobe is still compounding a resilient MOAT indeed. https://twitter.com/i/web/status/2023042112753902051 https://twitter.com/i/web/status/2023042112753902051"  
[X Link](https://x.com/anyuser/status/2023042112753902051)  2026-02-15T14:30Z [--] followers, [---] engagements


"$ADBE is trading around 16x earnings (and 12x forward). That's the market saying "the moat is breaking" this isnt true everyone is betting AI and Canva/Figma/Affinity will compress growth and pricing power. They are saying Adobe is losing leverage. They aren't. Adobe is not competing on "easy to use." Its the professional standard. The moat is switching costs and infrastructure: workflows across teams legacy project files plug-ins enterprise integrations and industry file formats (PDF is literally a standard). Competitors are looking to win casual creators; but ripping Adobe out of"  
[X Link](https://x.com/HalloranHolding/status/2021094549129658881)  2026-02-10T05:31Z [--] followers, [---] engagements


"AI wont kill $ADBE. The real question we have to ask is whether AI monetizes or commoditizes. If AI becomes a paid layer insider the workflow Adobe wins: customers spend more renew and expand. If AI commoditizes creation by making "good enough" creative output so cheap and automated that customers don't need (or wont pay for) Adobe's premium workflow anymore. Adobe would lose pricing power and customers should stop paying The first place that would show up is Adobe's core subscription base. But the data shows the opposite: consistent compounding (up to $19.2 Billion). That number shows no"  
[X Link](https://x.com/HalloranHolding/status/2021288553825829044)  2026-02-10T18:21Z [--] followers, [---] engagements


"@WillBiddy_ Adobe is a generational opportunity and people are blind"  
[X Link](https://x.com/HalloranHolding/status/2021298579730571438)  2026-02-10T19:01Z [--] followers, [--] engagements


"@qualtrim Adobe is an opportunity we cannot miss"  
[X Link](https://x.com/HalloranHolding/status/2021302277890257014)  2026-02-10T19:16Z [--] followers, [--] engagements


"The market is handing out shares of $ADBE for FREE Adobe's fundamentals (recurring revenue consistent beats strong margins strong cash generation) prove that it is indeed a stable compounding software business. But the market has compressed the valuation multiple anyway because its assigning a higher risk premium: investors think AI and cheaper tools could cap long-term pricing power slow net adds and force higher spend (compute + R&D + go-to-market) to defend the franchise. When a market thinks the duration of growth is shorter and the quality of margins is less durable it will pay a lower"  
[X Link](https://x.com/HalloranHolding/status/2021440729462210683)  2026-02-11T04:26Z [--] followers, [---] engagements


"@wealthmatica Right there with him Meta to the moon"  
[X Link](https://x.com/HalloranHolding/status/2021637130204885205)  2026-02-11T17:27Z [--] followers, [--] engagements


"@ftr_investors Will definitely research this one"  
[X Link](https://x.com/HalloranHolding/status/2021637805865312614)  2026-02-11T17:29Z [--] followers, [--] engagements


"@HatedMoats Great analysis video editor here aswell its a non-negotiable. People who are bearish on Adobe havent used their tools and services"  
[X Link](https://x.com/HalloranHolding/status/2021649278956138981)  2026-02-11T18:15Z [--] followers, [---] engagements


"This is GREAT analysis by @HatedMoats people fail to see that $ADBE is a MUST-HAVE in the professional workplace. The services Adobe has to offer have been the gold standard from the beginning. Video editors need the precision and tools that other companies dont provide. As a video editor myself I see from a firsthand perspective that no one can touch the creative infrastructure and tools Adobe has meticulously provided. Below you can see that I use three yes THREE services and without them well it would be operational FAILURE there is NO capable substitute. I cant settle for less. Join"  
[X Link](https://x.com/HalloranHolding/status/2021674667858399399)  2026-02-11T19:56Z [--] followers, [----] engagements


"@Pipsologe @HatedMoats Adobe systems are performance intensive but that should be expected if you are in need of a complex platform to operate on its expected that you do so on a capable device. Im using a MacBook and has not crashed once. Davinci is great but it has very blatant limits"  
[X Link](https://x.com/HalloranHolding/status/2021696219806925093)  2026-02-11T21:21Z [--] followers, [--] engagements


"@LongGameEquity I thought Adobe was a steal at [---] this is mortifying"  
[X Link](https://x.com/HalloranHolding/status/2021728716762886311)  2026-02-11T23:31Z [--] followers, [--] engagements


"$ADBE is beating every analysts estimates. ADBE has beaten sell-side consensus EPS and revenue every single time for the last [--] quarters The market is still pricing it like the fundamentals have broken this narrative just isn't true. You can see it. People want Adobe to lose so badly but they still perform and prove everyone wrong: - No decline in demand - No decline in earnings power - No decline in margins - No decline in subscription engine - No decline in EXECUTION Prove that Adobe is losing. https://twitter.com/i/web/status/2021767051447349253"  
[X Link](https://x.com/HalloranHolding/status/2021767051447349253)  2026-02-12T02:03Z [--] followers, [---] engagements


"$ADBE has historically traded at an average P/E ratio of around 35x all the way up to a high of 50x they now trade at 15x. People use to pay a premium to own this stock. What happened to the value everyone wanted a part of"  
[X Link](https://x.com/anyuser/status/2021988158356017248)  2026-02-12T16:41Z [--] followers, [---] engagements


"@WillBiddy_ $ADBE"  
[X Link](https://x.com/HalloranHolding/status/2022054372822462646)  2026-02-12T21:05Z [--] followers, [--] engagements


"@peterdacreep People wont buy Adobe but Adobe will buy Adobe"  
[X Link](https://x.com/HalloranHolding/status/2023151808177471714)  2026-02-15T21:45Z [--] followers, [--] engagements


"@787Grape @joecarlsonshow Adobe monthly subscription prices are nothing for the creative professionals maybe for the lukewarm individual uses the products on the side but then again Adobe was never targeting the recreational use users"  
[X Link](https://x.com/HalloranHolding/status/2023237001256796616)  2026-02-16T03:24Z [--] followers, [--] engagements


"Over 80% of the world's creative professionals use Adobe Photoshop. Not prefer. Not have tried. Use. As in: can't do their job without it. [------] companies worldwide depend on Adobe tools. $ADBE holds 80% of the creative software market and 75% of the PDF market. This isn't a software company. It's the infrastructure layer of the entire creative economy. Every ad agency every studio every design team every enterprise legal department. they're all paying Adobe monthly. Not because they love subscriptions. Because there's no alternative at scale. The market is pricing this like it's optional."  
[X Link](https://x.com/anyuser/status/2022388890758508891)  2026-02-13T19:14Z [--] followers, [----] engagements


"The disconnect is unbelievable investors are just willing to pay less for better fundamentals. This is overblown remember Netflix back in [----] Everyone thought that smaller companies would just eat away at market share. Well we all know what happened. This is an opportunity"  
[X Link](https://x.com/anyuser/status/2022766286653235446)  2026-02-14T20:13Z [--] followers, [---] engagements


"@ftr_investors Adobe"  
[X Link](https://x.com/HalloranHolding/status/2023152768966648303)  2026-02-15T21:49Z [--] followers, [---] engagements


"@Ashton_1nvests Adbe zeta spgi Amzn ma"  
[X Link](https://x.com/HalloranHolding/status/2023238411578954237)  2026-02-16T03:30Z [--] followers, [--] engagements


"$ADBE bears lets talk. "In the short run the market is a voting machine. In the long run it is a weighing machine." Warren Buffett said that once in a shareholder meeting and it's the entire Adobe thesis in one sentence. I keep hearing the bear narrative: AI startups will disrupt Adobe. Let's actually think this through. Hundreds of AI design startups like Runway Stability Pika and Midjourney are racing to build generative tools. The problem Commoditized tech with open-source models no defensible moat expensive user acquisition weak retention and questionable monetization. Most will burn out."  
[X Link](https://x.com/anyuser/status/2022038157487898720)  2026-02-12T20:00Z [--] followers, [---] engagements


"Most people think Adobe = Photoshop. They don't realize $ADBE literally created the PDF. ever heard of it The "Portable Document Format" the world runs on Acrobat and PDF launched in [----]. And when PDF became the default for contracts filings manuals and invoices Adobe did the ultimate flex: they handed PDF to ISO in [----] (ISO 32000) turning it into a global standard. Thats not "a feature" That's infrastructure. And infrastructure doesn't get replaced because a new app has nicer UI. It was first visualized and brought to life by John Warnock. The PDF was launched on June [--] 1993."  
[X Link](https://x.com/anyuser/status/2023264008879718831)  2026-02-16T05:11Z [--] followers, [---] engagements


"@TheStockerMan Very interesting on my watchlist"  
[X Link](https://x.com/HalloranHolding/status/2021425030681460786)  2026-02-11T03:24Z [--] followers, [---] engagements


"$ADBE has reduced total shares outstanding by over 15% while the stock is down 60% from highs. When a cash generating monopoly accelerates buybacks into weakness they're telling you something: intrinsic value and market price have diverged. Insiders see the financials. The market sees the chart. One of these perspectives compounds wealth. https://twitter.com/i/web/status/2022021835991445996 https://twitter.com/i/web/status/2022021835991445996"  
[X Link](https://x.com/anyuser/status/2022021835991445996)  2026-02-12T18:55Z [--] followers, [---] engagements


"@LongGameEquity Adobe is has been charged for a crime they did not commit when they are out of jail everyone will be saying it was obvious"  
[X Link](https://x.com/HalloranHolding/status/2023267274724180186)  2026-02-16T05:24Z [--] followers, [--] engagements


"Professionals don't work with AI slop. When a Fortune [---] brand launches a national campaign they're not using Midjourney prompts and hoping the hands look right. When a studio delivers visual effects for a $200M film they're not feeding prompts into Stable Diffusion. When a publisher prints a magazine with [--] million readers they're not trusting AI-generated layouts. AI image generators produce approximations. Professionals need precision. Layer control. CMYK color accuracy. Vector editing. Animation timelines. Exact typography. Print-ready files. Client revisions across [--] iterations. You"  
[X Link](https://x.com/anyuser/status/2023485598577946935)  2026-02-16T19:52Z [--] followers, [--] engagements


"RT @KrisPatel99: $ADBE One thing to note the major complaint for Adobe is not product but price. A lot of the people I've spoken to abou"  
[X Link](https://x.com/anyuser/status/2023427289233686906)  2026-02-16T16:00Z [--] followers, [--] engagements


"$ADBE One thing to note the major complaint for Adobe is not product but price. A lot of the people I've spoken to about this say one of [--] things. Its irreplaceable for their livelihood and while they hate paying for it it a core requirement. Many have tried to get out of the Adobe ecosystem to only return after some time. Others have said they can get by with alternatives but their main career isnt in the creative space and thus they see no need to payout as much to support a hobby or interest. Does anyone else have any opinions Meanwhile they continue growing revenue and operating margins"  
[X Link](https://x.com/anyuser/status/2023284698345095212)  2026-02-16T06:33Z 40.4K followers, 19.9K engagements


"Meanwhile they continue growing revenue and operating margins are near all time highs"  
[X Link](https://x.com/anyuser/status/2023201982551609782)  2026-02-16T01:05Z 102.8K followers, 32.9K engagements


"Most people think Adobe = Photoshop. They don't realize $ADBE literally created the PDF. ever heard of it The "Portable Document Format" the world runs on Acrobat and PDF launched in [----]. And when PDF became the default for contracts filings manuals and invoices Adobe did the ultimate flex: they handed PDF to ISO in [----] (ISO 32000) turning it into a global standard. Thats not "a feature" That's infrastructure. And infrastructure doesn't get replaced because a new app has nicer UI. It was first visualized and brought to life by John Warnock. The PDF was launched on June [--] 1993."  
[X Link](https://x.com/anyuser/status/2023264008879718831)  2026-02-16T05:11Z [--] followers, [---] engagements


"Adobe's 10-Year Valuation Change: - Price To Operating Cash Flow: -61% - Price to Earnings: -76% - Price to Free Cash Flow: -65% - Price to Sales: -46% Is the pain over Have multiples compressed enough"  
[X Link](https://x.com/anyuser/status/2023200909984166243)  2026-02-16T01:01Z 102.8K followers, 32.5K engagements


"$ADBE has essentially gone vertical over the last decade. FY2015 revenue: $4.8B FY2025 revenue: $23.8B The stock can argue about AI narratives all day. The business reality is simple: Over 5x since [----]. Adobe is still compounding a resilient MOAT indeed. https://twitter.com/i/web/status/2023042112753902051 https://twitter.com/i/web/status/2023042112753902051"  
[X Link](https://x.com/anyuser/status/2023042112753902051)  2026-02-15T14:30Z [--] followers, [---] engagements


"Imagine calling $ADBE a buy at [---] and then buying more at [---] and then still loading up at [---]. Wait thats every SaaS company holder ever"  
[X Link](https://x.com/anyuser/status/2023011917241979332)  2026-02-15T12:30Z [--] followers, [---] engagements


"RT @ManuInvests: This. Great article. 👇🏻 $RDDT $NOW $ADBE $CRM"  
[X Link](https://x.com/anyuser/status/2022915242427351303)  2026-02-15T06:05Z [--] followers, [--] engagements


"This. Great article. 👇🏻 $RDDT $NOW $ADBE $CRM https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"  
[X Link](https://x.com/anyuser/status/2022803956292894984)  2026-02-14T22:43Z [----] followers, 10.6K engagements


"In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912"  
[X Link](https://x.com/anyuser/status/2021999185172775288)  2026-02-12T17:25Z [----] followers, 1.3M engagements


"If AI really commoditizes creation youd see it in the subscription base. Digital Media ARR grew 11.5% YoY to $19.2B. RPO grew 13% YoY to $22.5B (65% due within [--] months). Thats future revenue already under contract with $ADBE https://twitter.com/i/web/status/2022907152512487639 https://twitter.com/i/web/status/2022907152512487639"  
[X Link](https://x.com/anyuser/status/2022907152512487639)  2026-02-15T05:33Z [--] followers, [---] engagements


"Adobe used to trade 3540x earnings. Now its 15x. Yet FY25: $23.8B revenue $10B+ operating cash flow $19.2B Digital Media ARR $22.5B RPO and they retired 6% of shares. Whats the market missing $ADBE"  
[X Link](https://x.com/anyuser/status/2022789072088109184)  2026-02-14T21:44Z [--] followers, [---] engagements


"The disconnect is unbelievable investors are just willing to pay less for better fundamentals. This is overblown remember Netflix back in [----] Everyone thought that smaller companies would just eat away at market share. Well we all know what happened. This is an opportunity"  
[X Link](https://x.com/anyuser/status/2022766286653235446)  2026-02-14T20:13Z [--] followers, [---] engagements


"Adobe Stock Breakdown: Dying Business or Generational Opportunity Can a stock drop 50% for seemingly no reason What if that sell-off happened while revenue and profits kept increasing and the broader market was up Usually when there is a prolonged sell-off of http://x.com/i/article/2021946014790209536 http://x.com/i/article/2021946014790209536"  
[X Link](https://x.com/anyuser/status/2022326933141196900)  2026-02-13T15:08Z [----] followers, 136.2K engagements


"Over 80% of the world's creative professionals use Adobe Photoshop. Not prefer. Not have tried. Use. As in: can't do their job without it. [------] companies worldwide depend on Adobe tools. $ADBE holds 80% of the creative software market and 75% of the PDF market. This isn't a software company. It's the infrastructure layer of the entire creative economy. Every ad agency every studio every design team every enterprise legal department. they're all paying Adobe monthly. Not because they love subscriptions. Because there's no alternative at scale. The market is pricing this like it's optional."  
[X Link](https://x.com/anyuser/status/2022388890758508891)  2026-02-13T19:14Z [--] followers, [----] engagements


"@WillBiddy_ I have no more money to buy more but I hope the price keeps crashing so the buybacks are more potent. Adobe is essentially a coiled spring that's getting loaded with more power every day"  
[X Link](https://x.com/anyuser/status/2022313562589573291)  2026-02-13T14:15Z [---] followers, [---] engagements


"$ADBE bears lets talk. "In the short run the market is a voting machine. In the long run it is a weighing machine." Warren Buffett said that once in a shareholder meeting and it's the entire Adobe thesis in one sentence. I keep hearing the bear narrative: AI startups will disrupt Adobe. Let's actually think this through. Hundreds of AI design startups like Runway Stability Pika and Midjourney are racing to build generative tools. The problem Commoditized tech with open-source models no defensible moat expensive user acquisition weak retention and questionable monetization. Most will burn out."  
[X Link](https://x.com/anyuser/status/2022038157487898720)  2026-02-12T20:00Z [--] followers, [---] engagements


"Last time $ADBE was this cheap it printed boxed software sold through a retailer that took a cut and spent marketing & years trying to convince you to upgrade again. When it flipped to SaaS a flurry of free/cheap alts took a shot - they all failed"  
[X Link](https://x.com/anyuser/status/2021809979846492618)  2026-02-12T04:53Z 10.1K followers, [----] engagements


"$ADBE has reduced total shares outstanding by over 15% while the stock is down 60% from highs. When a cash generating monopoly accelerates buybacks into weakness they're telling you something: intrinsic value and market price have diverged. Insiders see the financials. The market sees the chart. One of these perspectives compounds wealth. https://twitter.com/i/web/status/2022021835991445996 https://twitter.com/i/web/status/2022021835991445996"  
[X Link](https://x.com/anyuser/status/2022021835991445996)  2026-02-12T18:55Z [--] followers, [---] engagements


"$ADBE has historically traded at an average P/E ratio of around 35x all the way up to a high of 50x they now trade at 15x. People use to pay a premium to own this stock. What happened to the value everyone wanted a part of"  
[X Link](https://x.com/anyuser/status/2021988158356017248)  2026-02-12T16:41Z [--] followers, [---] engagements


"Repeat after me: "I buy businesses not momentum." "Price is what you pay for confirmation bias. Value is what you get for doing your homework." "The market can remain irrational longer than my portfolio can remain 100% hype plays." "I invest in balance sheets not vibes." "Adobe has 90%+ gross margin and a near-monopoly on professional tools but I need a moving average to tell me its investable." "Adobe prints cash faster than their software prints PDFs but sure lets wait for the stock price to give us permission to notice." "If its green i'm keen. But red = $ADBE's 40% EBITDA margins vanish"  
[X Link](https://x.com/anyuser/status/2021821075936751859)  2026-02-12T05:38Z [--] followers, [---] engagements


"Repite conmigo: "No interesan activos dbiles y bajistas no se invierte contra el mercado hasta que este diga que la tendencia ha cambiado" $ADBE"  
[X Link](https://x.com/anyuser/status/2011169759581053337)  2026-01-13T20:13Z [----] followers, 25.7K engagements

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