[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Spike_1567 Spike Spike posts on X about constellation, business, adobe, imo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1821185212702769153/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXX +359% - X Year XXXXXXX +1,244% ### Mentions: XX [#](/creator/twitter::1821185212702769153/posts_active)  - X Month XXX -XX% - X Months XXX +851% - X Year XXXXX +1,371% ### Followers: XXX [#](/creator/twitter::1821185212702769153/followers)  - X Week XXX +0.82% - X Month XXX +12% - X Months XXX +280% - X Year XXX +1,800% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1821185212702769153/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [products](/list/products) XXXX% [gaming](/list/gaming) XXXX% **Social topic influence** [constellation](/topic/constellation) #283, [business](/topic/business) 7.02%, [adobe](/topic/adobe) #1146, [imo](/topic/imo) 3.51%, [legit](/topic/legit) 3.51%, [stocks](/topic/stocks) 1.75%, [if you](/topic/if-you) 1.75%, [$googl](/topic/$googl) 1.75%, [meta](/topic/meta) 1.75%, [acquisition](/topic/acquisition) XXXX% **Top accounts mentioned or mentioned by** [@carsontalkmoney](/creator/undefined) [@wealthmatica](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@jminvestment0](/creator/undefined) [@devineni6](/creator/undefined) [@qualitygrowthfv](/creator/undefined) [@joshinvesting](/creator/undefined) [@cariocapital](/creator/undefined) [@dividenddynasty](/creator/undefined) [@josh_investing](/creator/undefined) [@valuationedge](/creator/undefined) [@jm_investment0](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@thevaluetrade](/creator/undefined) [@ronaldo7trades](/creator/undefined) [@sambruebaker](/creator/undefined) [@khoiuna](/creator/undefined) [@valuationedge_](/creator/undefined) [@ejpatriots](/creator/undefined) [@stockmktnewz](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sea Limited (SE)](/topic/sea-limited) ### Top Social Posts Top posts by engagements in the last XX hours "@LazaroInvestor Adobe is a descent opportunity and I think could easily play out at these prices but imo there are better software stocks like Constellation software and Topicus that are growing FCF/share at 2-3x the rate of what Adobe are doing" [X Link](https://x.com/Spike_1567/status/1996665327879434412) 2025-12-04T19:38Z XXX followers, XX engagements "@josh_investing @ValuationEdge_ this is exactly why I heavily focus on small and mid caps now. My favorite mid cap opportunities are in Topicus and FOUR. If you like Constellation Software but at a small MC. Topicus is literally that as they are a spinoff from CSU and are largest shareholder" [X Link](https://x.com/Spike_1567/status/1997452482793075083) 2025-12-06T23:45Z XXX followers, XX engagements "@ejpatriots @LazaroInvestor @StockMKTNewz I just think there are far better opportunities than holding google. My favorite are META FOUR BN and Constellation Software and Topicus. All growing much faster than google at half the valuation" [X Link](https://x.com/Spike_1567/status/1993014071386628365) 2025-11-24T17:49Z XXX followers, XXX engagements "@JM_Investment0 @QualityGrowthFV and they have a really good acquisition M&A flywheel strategy that they can use to achieve fast growth similar to Constellation Software" [X Link](https://x.com/Spike_1567/status/1993018665059729682) 2025-11-24T18:07Z XXX followers, XX engagements "@JM_Investment0 @QualityGrowthFV and I love the culture of the business. They take shareholders very seriously and you can tell looking at their SBC. They have a lot of the attributes that Constellation Software had" [X Link](https://x.com/Spike_1567/status/1993019400476373414) 2025-11-24T18:10Z XXX followers, XX engagements "@wealthmatica cause its a spinoff from Constellation Software" [X Link](https://x.com/Spike_1567/status/1993783147012468843) 2025-11-26T20:45Z XXX followers, XX engagements "@ValuationEdge_ @TheValueTrade if yk constellation software they are essentially a mini version of it like literally as its a spinoff" [X Link](https://x.com/Spike_1567/status/1995727793292742743) 2025-12-02T05:32Z XXX followers, XX engagements "@DividendDynasty there are far better opportunities than S&P Global that as as high quality. Constellation Software is one of them" [X Link](https://x.com/Spike_1567/status/1988334803746517086) 2025-11-11T19:55Z XXX followers, XX engagements "@CarsonTalkMoney @devineni6 me personally I like Constellation Software and Topicus are far better opportunities. They are imo the best bets on the software space. and they can easily compound FCF/share of well over XX% without buybacks. Topicus at over 30-40% imo" [X Link](https://x.com/Spike_1567/status/1992788438823961060) 2025-11-24T02:52Z XXX followers, XXX engagements "@devineni6 @CarsonTalkMoney FCF is the best metric to value them as they are a serial acquirer just like Constellation software. CSU trades at 90x PE and less than 20x FCF" [X Link](https://x.com/Spike_1567/status/1993082654888280389) 2025-11-24T22:21Z XXX followers, XXX engagements "@CarsonTalkMoney Topicus $TOI.V and Constellation Software $CSU.TO" [X Link](https://x.com/Spike_1567/status/1993172268667879638) 2025-11-25T04:17Z XXX followers, XXX engagements "@wealthmatica Topicus is also worth a look imo. if yk Constellation Software and what they do then u have enough context into what Topicus does and they are like CSU at 2015 and they are growing much faster than CSU" [X Link](https://x.com/Spike_1567/status/1993781846904107175) 2025-11-26T20:40Z XXX followers, XX engagements "@SamBruebaker @JM_Investment0 its worth a look imo if yk Constellation Software and what they do its just a mini version of it. Growing at like 30%+ at a 5%+ FCF yield" [X Link](https://x.com/Spike_1567/status/1993858283908616466) 2025-11-27T01:43Z XXX followers, XX engagements "@wealthmatica not really. they are growing much faster and have way more tailwinds than amazon than any company can dream of and its showing in their numbers. Same applies to Sea limited" [X Link](https://x.com/Spike_1567/status/1995211053903536142) 2025-11-30T19:19Z XXX followers, XX engagements "@wealthmatica @meetblossomapp I have looked into it and I just struggle to figure out how they will ever be profitable. Ik they like to sue adjusted ebitda for some stupid reason to adjust for depreciation and amortization which is stupid imo" [X Link](https://x.com/Spike_1567/status/1995966915500802104) 2025-12-02T21:22Z XXX followers, XX engagements "@JM_Investment0 they also do M&A so they can acquire customers for far cheaper than their customers which is why their CACs are far lower than their competitors like TOAST Adyen etc which focus on go to market" [X Link](https://x.com/Spike_1567/status/1995981544972828962) 2025-12-02T22:20Z XXX followers, XX engagements "@devineni6 @CarsonTalkMoney Adobe isn't bad but I think there are better opportunities in the software. Favorites being Constellation Software and Topicus" [X Link](https://x.com/Spike_1567/status/1996621371452031127) 2025-12-04T16:43Z XXX followers, XX engagements "@AverageDipBuyer I agree but analysts only care about branded checkout and we know where that's gonna go. imo FOUR is an amazing opportunity. you are getting 20-30% growth in PayPal like valuations. it trades at 12x 2025 FCF for a company with a ton of skin in game and stronger moat" [X Link](https://x.com/Spike_1567/status/1998094720942387409) 2025-12-08T18:17Z XXX followers, XXX engagements "@DividendDynasty I now jut hold a watcher position. just to keep track of progress. FOUR imo presents a solid opportunity that a lot of people are ignoring" [X Link](https://x.com/Spike_1567/status/1998097781375082586) 2025-12-08T18:30Z XXX followers, XX engagements "@AverageDipBuyer DLO is a pure PSP play. FOUR doesn't operate in that segment. PSP is a brutal space to be in. comparing FOUR to DLO is completely different. Plus FOUR buys out their competitors which is why they have much lower CACS likes of Adyen Toast and Block" [X Link](https://x.com/Spike_1567/status/1998098759050461451) 2025-12-08T18:34Z XXX followers, XXX engagements "@AverageDipBuyer I agree PayPals brand is huge but it's not showing in numbers rn. Branded checkout is growing at rates below e-commerce which isn't good and they obviously know that" [X Link](https://x.com/Spike_1567/status/1998099474779128192) 2025-12-08T18:36Z XXX followers, XX engagements "@AverageDipBuyer I did say they have competition but I am just saying in payments they have a legit moat. Also one advantage FOUR has is they are a serial acquirer so they just buyout the best products" [X Link](https://x.com/Spike_1567/status/1998100253267103909) 2025-12-08T18:39Z XXX followers, XX engagements "@AverageDipBuyer I don't see it happening. Jared is the largest shareholder and ik for a fact if they get acquired it would be done at a premium which I agree with. Plus PayPal is using all their excess cash for buybacks especially and reinvesting in business" [X Link](https://x.com/Spike_1567/status/1998100754478105086) 2025-12-08T18:41Z XXX followers, XX engagements "@AverageDipBuyer I do think agents commerce is legit and PayPal is going right direction with that however its too early to see progress imo" [X Link](https://x.com/Spike_1567/status/1998102286569267406) 2025-12-08T18:48Z XXX followers, XX engagements "@CarsonTalkMoney @JM_Investment0 comparing paypal to a adobe or salesforce isint the same. Adobe and Salesforce are well dominant and mature software business. Compared to PayPal that had enormous missteps with prior management and had declining metrics such as Active users for a while and declining margins" [X Link](https://x.com/Spike_1567/status/1998288927422337305) 2025-12-09T07:09Z XXX followers, XX engagements "@AverageDipBuyer I think X years from now PayPal will be a solid bet but I don't think 2026 is gonna be a good year for them. They imo are hinting at another transition year from the fireside chats and I think its becoming a late 2026 play or likely 2027" [X Link](https://x.com/Spike_1567/status/1998093455755722975) 2025-12-08T18:12Z XXX followers, XXX engagements "@CarsonTalkMoney @JM_Investment0 they are hinting at massive consumer weakness which is true but I am more convinced its a PayPal problem now which doesn't break my thesis but its been delayed as what they said on the fireside chats by the CEO and CFO. they even said EPS growth will be very low next year" [X Link](https://x.com/Spike_1567/status/1998108396768395577) 2025-12-08T19:12Z XXX followers, XX engagements "@CarsonTalkMoney @JM_Investment0 With turnaround timing is everything. Opportunity cost is a huge risk with turnarounds and its something people tend to forget" [X Link](https://x.com/Spike_1567/status/1998269037755977893) 2025-12-09T05:50Z XXX followers, XX engagements "@CarsonTalkMoney they are a fintech company as well through mercado Pago which creates them a huge ecosystem moat around their core ecommcerce business" [X Link](https://x.com/Spike_1567/status/1998961063849767182) 2025-12-11T03:40Z XXX followers, XX engagements "@khoiuna lol best use of a dividend" [X Link](https://x.com/Spike_1567/status/1998973138084966456) 2025-12-11T04:28Z XXX followers, X engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Spike_1567 Spike
Spike posts on X about constellation, business, adobe, imo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX +359%
- X Year XXXXXXX +1,244%
Mentions: XX #
- X Month XXX -XX%
- X Months XXX +851%
- X Year XXXXX +1,371%
Followers: XXX #
- X Week XXX +0.82%
- X Month XXX +12%
- X Months XXX +280%
- X Year XXX +1,800%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% products XXXX% gaming XXXX%
Social topic influence constellation #283, business 7.02%, adobe #1146, imo 3.51%, legit 3.51%, stocks 1.75%, if you 1.75%, $googl 1.75%, meta 1.75%, acquisition XXXX%
Top accounts mentioned or mentioned by @carsontalkmoney @wealthmatica @averagedipbuyer @jminvestment0 @devineni6 @qualitygrowthfv @joshinvesting @cariocapital @dividenddynasty @josh_investing @valuationedge @jm_investment0 @lazaroinvestor @thevaluetrade @ronaldo7trades @sambruebaker @khoiuna @valuationedge_ @ejpatriots @stockmktnewz
Top assets mentioned Alphabet Inc Class A (GOOGL) Sea Limited (SE)
Top Social Posts
Top posts by engagements in the last XX hours
"@LazaroInvestor Adobe is a descent opportunity and I think could easily play out at these prices but imo there are better software stocks like Constellation software and Topicus that are growing FCF/share at 2-3x the rate of what Adobe are doing"
X Link 2025-12-04T19:38Z XXX followers, XX engagements
"@josh_investing @ValuationEdge_ this is exactly why I heavily focus on small and mid caps now. My favorite mid cap opportunities are in Topicus and FOUR. If you like Constellation Software but at a small MC. Topicus is literally that as they are a spinoff from CSU and are largest shareholder"
X Link 2025-12-06T23:45Z XXX followers, XX engagements
"@ejpatriots @LazaroInvestor @StockMKTNewz I just think there are far better opportunities than holding google. My favorite are META FOUR BN and Constellation Software and Topicus. All growing much faster than google at half the valuation"
X Link 2025-11-24T17:49Z XXX followers, XXX engagements
"@JM_Investment0 @QualityGrowthFV and they have a really good acquisition M&A flywheel strategy that they can use to achieve fast growth similar to Constellation Software"
X Link 2025-11-24T18:07Z XXX followers, XX engagements
"@JM_Investment0 @QualityGrowthFV and I love the culture of the business. They take shareholders very seriously and you can tell looking at their SBC. They have a lot of the attributes that Constellation Software had"
X Link 2025-11-24T18:10Z XXX followers, XX engagements
"@wealthmatica cause its a spinoff from Constellation Software"
X Link 2025-11-26T20:45Z XXX followers, XX engagements
"@ValuationEdge_ @TheValueTrade if yk constellation software they are essentially a mini version of it like literally as its a spinoff"
X Link 2025-12-02T05:32Z XXX followers, XX engagements
"@DividendDynasty there are far better opportunities than S&P Global that as as high quality. Constellation Software is one of them"
X Link 2025-11-11T19:55Z XXX followers, XX engagements
"@CarsonTalkMoney @devineni6 me personally I like Constellation Software and Topicus are far better opportunities. They are imo the best bets on the software space. and they can easily compound FCF/share of well over XX% without buybacks. Topicus at over 30-40% imo"
X Link 2025-11-24T02:52Z XXX followers, XXX engagements
"@devineni6 @CarsonTalkMoney FCF is the best metric to value them as they are a serial acquirer just like Constellation software. CSU trades at 90x PE and less than 20x FCF"
X Link 2025-11-24T22:21Z XXX followers, XXX engagements
"@CarsonTalkMoney Topicus $TOI.V and Constellation Software $CSU.TO"
X Link 2025-11-25T04:17Z XXX followers, XXX engagements
"@wealthmatica Topicus is also worth a look imo. if yk Constellation Software and what they do then u have enough context into what Topicus does and they are like CSU at 2015 and they are growing much faster than CSU"
X Link 2025-11-26T20:40Z XXX followers, XX engagements
"@SamBruebaker @JM_Investment0 its worth a look imo if yk Constellation Software and what they do its just a mini version of it. Growing at like 30%+ at a 5%+ FCF yield"
X Link 2025-11-27T01:43Z XXX followers, XX engagements
"@wealthmatica not really. they are growing much faster and have way more tailwinds than amazon than any company can dream of and its showing in their numbers. Same applies to Sea limited"
X Link 2025-11-30T19:19Z XXX followers, XX engagements
"@wealthmatica @meetblossomapp I have looked into it and I just struggle to figure out how they will ever be profitable. Ik they like to sue adjusted ebitda for some stupid reason to adjust for depreciation and amortization which is stupid imo"
X Link 2025-12-02T21:22Z XXX followers, XX engagements
"@JM_Investment0 they also do M&A so they can acquire customers for far cheaper than their customers which is why their CACs are far lower than their competitors like TOAST Adyen etc which focus on go to market"
X Link 2025-12-02T22:20Z XXX followers, XX engagements
"@devineni6 @CarsonTalkMoney Adobe isn't bad but I think there are better opportunities in the software. Favorites being Constellation Software and Topicus"
X Link 2025-12-04T16:43Z XXX followers, XX engagements
"@AverageDipBuyer I agree but analysts only care about branded checkout and we know where that's gonna go. imo FOUR is an amazing opportunity. you are getting 20-30% growth in PayPal like valuations. it trades at 12x 2025 FCF for a company with a ton of skin in game and stronger moat"
X Link 2025-12-08T18:17Z XXX followers, XXX engagements
"@DividendDynasty I now jut hold a watcher position. just to keep track of progress. FOUR imo presents a solid opportunity that a lot of people are ignoring"
X Link 2025-12-08T18:30Z XXX followers, XX engagements
"@AverageDipBuyer DLO is a pure PSP play. FOUR doesn't operate in that segment. PSP is a brutal space to be in. comparing FOUR to DLO is completely different. Plus FOUR buys out their competitors which is why they have much lower CACS likes of Adyen Toast and Block"
X Link 2025-12-08T18:34Z XXX followers, XXX engagements
"@AverageDipBuyer I agree PayPals brand is huge but it's not showing in numbers rn. Branded checkout is growing at rates below e-commerce which isn't good and they obviously know that"
X Link 2025-12-08T18:36Z XXX followers, XX engagements
"@AverageDipBuyer I did say they have competition but I am just saying in payments they have a legit moat. Also one advantage FOUR has is they are a serial acquirer so they just buyout the best products"
X Link 2025-12-08T18:39Z XXX followers, XX engagements
"@AverageDipBuyer I don't see it happening. Jared is the largest shareholder and ik for a fact if they get acquired it would be done at a premium which I agree with. Plus PayPal is using all their excess cash for buybacks especially and reinvesting in business"
X Link 2025-12-08T18:41Z XXX followers, XX engagements
"@AverageDipBuyer I do think agents commerce is legit and PayPal is going right direction with that however its too early to see progress imo"
X Link 2025-12-08T18:48Z XXX followers, XX engagements
"@CarsonTalkMoney @JM_Investment0 comparing paypal to a adobe or salesforce isint the same. Adobe and Salesforce are well dominant and mature software business. Compared to PayPal that had enormous missteps with prior management and had declining metrics such as Active users for a while and declining margins"
X Link 2025-12-09T07:09Z XXX followers, XX engagements
"@AverageDipBuyer I think X years from now PayPal will be a solid bet but I don't think 2026 is gonna be a good year for them. They imo are hinting at another transition year from the fireside chats and I think its becoming a late 2026 play or likely 2027"
X Link 2025-12-08T18:12Z XXX followers, XXX engagements
"@CarsonTalkMoney @JM_Investment0 they are hinting at massive consumer weakness which is true but I am more convinced its a PayPal problem now which doesn't break my thesis but its been delayed as what they said on the fireside chats by the CEO and CFO. they even said EPS growth will be very low next year"
X Link 2025-12-08T19:12Z XXX followers, XX engagements
"@CarsonTalkMoney @JM_Investment0 With turnaround timing is everything. Opportunity cost is a huge risk with turnarounds and its something people tend to forget"
X Link 2025-12-09T05:50Z XXX followers, XX engagements
"@CarsonTalkMoney they are a fintech company as well through mercado Pago which creates them a huge ecosystem moat around their core ecommcerce business"
X Link 2025-12-11T03:40Z XXX followers, XX engagements
"@khoiuna lol best use of a dividend"
X Link 2025-12-11T04:28Z XXX followers, X engagements