[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.] #  @Stock_Opine StockOpine StockOpine posts on X about $adbe, $adyen, $ahtl, agentic the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1479191145213222916/interactions)  - X Week XXXXX +48% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1479191145213222916/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +8.10% - X Year XXX +0.59% ### Followers: XXXXX [#](/creator/twitter::1479191145213222916/followers)  - X Week XXXXX +0.22% - X Month XXXXX +0.52% - X Months XXXXX +8.80% - X Year XXXXX +20% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1479191145213222916/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #77, [$adyen](/topic/$adyen) #6, [$ahtl](/topic/$ahtl) #22, [agentic](/topic/agentic) #409, [target](/topic/target) 6.25%, [ai](/topic/ai) 6.25%, [what is](/topic/what-is) 3.13%, [future](/topic/future) 3.13%, [$uri](/topic/$uri) 3.13%, [$pypl](/topic/$pypl) XXXX% **Top accounts mentioned or mentioned by** [@quartr_app](/creator/undefined) [@fiscalai](/creator/undefined) [@quality_stocksa](/creator/undefined) [@dissectmarkets](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@petar_analyst](/creator/undefined) [@vince85623723](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [United Rentals, Inc. (URI)](/topic/$uri) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Allegion PLC (ALLE)](/topic/$alle) [Oracle Corporation (ORCL)](/topic/$orcl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Copart, Inc. (CPRT)](/topic/$cprt) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Accenture (ACN)](/topic/$acn) [Zoom Video Communications Inc (ZM)](/topic/$zm) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last XX hours "What is going wrong with $ADBE today I thought this stock only goes down" [X Link](https://x.com/Stock_Opine/status/1996964564693356816) 2025-12-05T15:27Z 8288 followers, 4063 engagements "🧵 1/ $ADYEN Adyens 2025 Investor Day was a monster. Management doubled down on the moat unveiled a new foundational layer (Dynamic Identification) clarified the future of agentic commerce and sharpened their TAM + financial roadmap. Here are the biggest takeaways:" [X Link](https://x.com/Stock_Opine/status/1997704624774807704) 2025-12-07T16:27Z 8287 followers, 1319 engagements "🚀 Our latest report on Ashtead Group $AHT.L is live We analyze recent performance compare it to United Rentals $URI and provide an updated DCF valuation. Stay ahead with our insights Your support means a lot - give us a likeorarepost🙏" [X Link](https://x.com/Stock_Opine/status/1758223646437359691) 2024-02-15T20:15Z 8283 followers, 5625 engagements "Portfolio News by StockOpine 🎙 Were testing an AI-generated audio format: would you find it useful as part of your morning routine Let us know Todays episode covers: Adobe earnings plus news on $PYPL $ALLE & $AMZN" [X Link](https://x.com/Stock_Opine/status/1966438469997035668) 2025-09-12T09:47Z 8287 followers, 1007 engagements "Our Ashtead $AHT.L valuation update will reach your inbox in a few hours" [X Link](https://x.com/Stock_Opine/status/1966481446798840274) 2025-09-12T12:38Z 8284 followers, XXX engagements "Its been a while since we last covered Ashtead Group (LSE: $AHT.L). With new results out + a strategic update its time to revisit our valuation. 🧵" [X Link](https://x.com/Stock_Opine/status/1967240429906346386) 2025-09-14T14:54Z 8284 followers, XXX engagements "The buyback machine that never sleeps $EVO.ST" [X Link](https://x.com/Stock_Opine/status/1985249920362672273) 2025-11-03T07:37Z 8285 followers, 7153 engagements "$Adyen now expects its EBITDA margin to be above XX% by 2028 up from the previous goal of 50%" [X Link](https://x.com/Stock_Opine/status/1988343796719886367) 2025-11-11T20:31Z 8283 followers, 1372 engagements "3/ For this valuation to hold EBITDA margins must expand from XX% (FY24) to XXXX% (FY30). We assume huge operating leverage as they scale to hit managements XX% Non-GAAP Operating Margin target" [X Link](https://x.com/Stock_Opine/status/1993364520472134006) 2025-11-25T17:01Z 8287 followers, XX engagements "4/ The Inputs: -Hurdle/Discount Rate: XX% -Terminal Multiple: 15x EV/EBITDA -Dilution: Adjusted for OpenAI warrants The Output: -$389/share If Lisa Su hits her targets this is a $330B company trading half its value" [X Link](https://x.com/Stock_Opine/status/1993364530705928310) 2025-11-25T17:01Z 8287 followers, XXX engagements "High quality stock ideas trading well below their 52-week high. $ADBE $ODFL $CPRT" [X Link](https://x.com/Stock_Opine/status/1995059840041824351) 2025-11-30T09:18Z 8286 followers, 1083 engagements "A simple formula for finding value 👇 High ROIC stocks where: FCF Yield + Forward EPS Growth XX% We run the screen. X $BKNG X% + XX% = XX% X $ADBE X% + XX% = XX% X $ACN X% + X% = XX% All have 10Y ROIC 20%. We are leaning $BKNG. Who is your favorite" [X Link](https://x.com/Stock_Opine/status/1995413466522477032) 2025-12-01T08:43Z 8286 followers, XXX engagements "$ZM is aggressively reducing dilution while maintaining strong cash flows. Two years ago Stock-Based Compensation was XXXX% of revenue. Today it has dropped to 15.1%" [X Link](https://x.com/Stock_Opine/status/1995513196623630850) 2025-12-01T15:19Z 8286 followers, 1370 engagements "2/ The Moat Is Getting Meaner Adyens single platform isnt just clean architecture its a compounding advantage. One codebase one stack global effects. An optimization built for a merchant in Singapore instantly benefits one in Brazil. Everyone else pays the integration tax" [X Link](https://x.com/Stock_Opine/status/1997704643552399699) 2025-12-07T16:27Z 8287 followers, XXX engagements "3/ Banking Licenses = The Hidden Superpower Adyen now holds full banking licenses in the EU UK and US. That means: direct central-bank connectivity instant payouts 24/7/365 resilient operations the ability to lend + issue cards without partner-bank permission In other words: autonomy speed margin" [X Link](https://x.com/Stock_Opine/status/1997704647188849016) 2025-12-07T16:27Z 8287 followers, XXX engagements "4/ Dynamic Identification: The New Foundation This is BIG. Adyen is replacing static fraud-prone KYC with behavioral identity built from 1.3T of payment signals. Instead of: Is this document real It asks: Does this entity behave like a real business Result false positives down from XX% XX% +13% conversion uplift onboarding friction melting away" [X Link](https://x.com/Stock_Opine/status/1997704650124898651) 2025-12-07T16:27Z 8286 followers, XX engagements "5/ Risk & Compliance Gets an AI Upgrade Adyen is deploying LLM agents to triage alerts and handle PEP checks. Target: XX% automation. Already saves 50%+ reviewer time. This is compliance at scale not a cost center" [X Link](https://x.com/Stock_Opine/status/1997704653199540507) 2025-12-07T16:27Z 8286 followers, XX engagements "6/ Agentic Commerce: Early But Enormous Think: Find me a gray cashmere sweater under $XXX delivered by Friday and an AI does the shopping + payment. Adyen wants to be the universal translator between agents and merchants without merchants losing customer control. They peg the opportunity at $2T GMV by 2030" [X Link](https://x.com/Stock_Opine/status/1997704656496017460) 2025-12-07T16:28Z 8287 followers, XXX engagements "7/ Embedded Finance Is Quietly Becoming a Growth Flywheel Issuing Capital Accounts. Still small today but strategically huge. Issuing: X YoY volume and scaling fast Capital: real-time underwriting using payment flows Accounts: keeps funds on Adyen rails The more merchants can do the more they stay" [X Link](https://x.com/Stock_Opine/status/1997704665241157862) 2025-12-07T16:28Z 8287 followers, XXX engagements "8/ TAM: Still Massive Still Growing Payments TAM = 26T today (ex-China) expected to double to 52T over the next decade. Adyen processes 1.3T = just X% share. From 2015 to now the market doubled Adyen grew XX. Momentum is real" [X Link](https://x.com/Stock_Opine/status/1997704668668121409) 2025-12-07T16:28Z 8287 followers, XX engagements "10/ Final Thought Adyens story is shifting from payments processor to intelligent financial infrastructure layer. The moat is deepening the product surface is expanding and managements conviction is rising. Full analysis + updated valuation are in the usual place" [X Link](https://x.com/Stock_Opine/status/1997704679023665362) 2025-12-07T16:28Z 8287 followers, XXX engagements "9/ Financial Outlook: Confidence Turned Up 2025 net revenue growth: XX% 2026: lowmid-20s% Long-term EBITDA margin: 55%+ by 2028 (raised from 50%+) CAPEX stable at X% Long-term revenue growth building blocks: HSD market growth + HSD/LDD wallet share gains + LSD new wins + X% from financial products" [X Link](https://x.com/Stock_Opine/status/1997704675433275750) 2025-12-07T16:28Z 8287 followers, XXX engagements "We updated our $ADYEN valuation model following the Investor Day. Management raised EBITDA margin guidance to XX% by 2028. You can find the analysis in the usual place" [X Link](https://x.com/Stock_Opine/status/1996253933572874619) 2025-12-03T16:23Z 8287 followers, XXX engagements "Trump approves $NVDA H200 chips for sale to China" [X Link](https://x.com/Stock_Opine/status/1998248298428461354) 2025-12-09T04:28Z 8288 followers, XXX 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.]
@Stock_Opine StockOpine
StockOpine posts on X about $adbe, $adyen, $ahtl, agentic the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +48%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +8.10%
- X Year XXX +0.59%
Followers: XXXXX #
- X Week XXXXX +0.22%
- X Month XXXXX +0.52%
- X Months XXXXX +8.80%
- X Year XXXXX +20%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XX% finance XXXXX% technology brands XXXX% countries XXXX%
Social topic influence $adbe #77, $adyen #6, $ahtl #22, agentic #409, target 6.25%, ai 6.25%, what is 3.13%, future 3.13%, $uri 3.13%, $pypl XXXX%
Top accounts mentioned or mentioned by @quartr_app @fiscalai @quality_stocksa @dissectmarkets @joinyellowbrick @petar_analyst @vince85623723
Top assets mentioned Adobe, Inc. (ADBE) United Rentals, Inc. (URI) PayPal Holdings Inc (PYPL) Amazon.com, Inc. (AMZN) Allegion PLC (ALLE) Oracle Corporation (ORCL) Old Dominion Freight Line Inc (ODFL) Copart, Inc. (CPRT) Booking Holdings Inc (BKNG) Accenture (ACN) Zoom Video Communications Inc (ZM) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last XX hours
"What is going wrong with $ADBE today I thought this stock only goes down"
X Link 2025-12-05T15:27Z 8288 followers, 4063 engagements
"🧵 1/ $ADYEN Adyens 2025 Investor Day was a monster. Management doubled down on the moat unveiled a new foundational layer (Dynamic Identification) clarified the future of agentic commerce and sharpened their TAM + financial roadmap. Here are the biggest takeaways:"
X Link 2025-12-07T16:27Z 8287 followers, 1319 engagements
"🚀 Our latest report on Ashtead Group $AHT.L is live We analyze recent performance compare it to United Rentals $URI and provide an updated DCF valuation. Stay ahead with our insights Your support means a lot - give us a likeorarepost🙏"
X Link 2024-02-15T20:15Z 8283 followers, 5625 engagements
"Portfolio News by StockOpine 🎙 Were testing an AI-generated audio format: would you find it useful as part of your morning routine Let us know Todays episode covers: Adobe earnings plus news on $PYPL $ALLE & $AMZN"
X Link 2025-09-12T09:47Z 8287 followers, 1007 engagements
"Our Ashtead $AHT.L valuation update will reach your inbox in a few hours"
X Link 2025-09-12T12:38Z 8284 followers, XXX engagements
"Its been a while since we last covered Ashtead Group (LSE: $AHT.L). With new results out + a strategic update its time to revisit our valuation. 🧵"
X Link 2025-09-14T14:54Z 8284 followers, XXX engagements
"The buyback machine that never sleeps $EVO.ST"
X Link 2025-11-03T07:37Z 8285 followers, 7153 engagements
"$Adyen now expects its EBITDA margin to be above XX% by 2028 up from the previous goal of 50%"
X Link 2025-11-11T20:31Z 8283 followers, 1372 engagements
"3/ For this valuation to hold EBITDA margins must expand from XX% (FY24) to XXXX% (FY30). We assume huge operating leverage as they scale to hit managements XX% Non-GAAP Operating Margin target"
X Link 2025-11-25T17:01Z 8287 followers, XX engagements
"4/ The Inputs: -Hurdle/Discount Rate: XX% -Terminal Multiple: 15x EV/EBITDA -Dilution: Adjusted for OpenAI warrants The Output: -$389/share If Lisa Su hits her targets this is a $330B company trading half its value"
X Link 2025-11-25T17:01Z 8287 followers, XXX engagements
"High quality stock ideas trading well below their 52-week high. $ADBE $ODFL $CPRT"
X Link 2025-11-30T09:18Z 8286 followers, 1083 engagements
"A simple formula for finding value 👇 High ROIC stocks where: FCF Yield + Forward EPS Growth XX% We run the screen. X $BKNG X% + XX% = XX% X $ADBE X% + XX% = XX% X $ACN X% + X% = XX% All have 10Y ROIC 20%. We are leaning $BKNG. Who is your favorite"
X Link 2025-12-01T08:43Z 8286 followers, XXX engagements
"$ZM is aggressively reducing dilution while maintaining strong cash flows. Two years ago Stock-Based Compensation was XXXX% of revenue. Today it has dropped to 15.1%"
X Link 2025-12-01T15:19Z 8286 followers, 1370 engagements
"2/ The Moat Is Getting Meaner Adyens single platform isnt just clean architecture its a compounding advantage. One codebase one stack global effects. An optimization built for a merchant in Singapore instantly benefits one in Brazil. Everyone else pays the integration tax"
X Link 2025-12-07T16:27Z 8287 followers, XXX engagements
"3/ Banking Licenses = The Hidden Superpower Adyen now holds full banking licenses in the EU UK and US. That means: direct central-bank connectivity instant payouts 24/7/365 resilient operations the ability to lend + issue cards without partner-bank permission In other words: autonomy speed margin"
X Link 2025-12-07T16:27Z 8287 followers, XXX engagements
"4/ Dynamic Identification: The New Foundation This is BIG. Adyen is replacing static fraud-prone KYC with behavioral identity built from 1.3T of payment signals. Instead of: Is this document real It asks: Does this entity behave like a real business Result false positives down from XX% XX% +13% conversion uplift onboarding friction melting away"
X Link 2025-12-07T16:27Z 8286 followers, XX engagements
"5/ Risk & Compliance Gets an AI Upgrade Adyen is deploying LLM agents to triage alerts and handle PEP checks. Target: XX% automation. Already saves 50%+ reviewer time. This is compliance at scale not a cost center"
X Link 2025-12-07T16:27Z 8286 followers, XX engagements
"6/ Agentic Commerce: Early But Enormous Think: Find me a gray cashmere sweater under $XXX delivered by Friday and an AI does the shopping + payment. Adyen wants to be the universal translator between agents and merchants without merchants losing customer control. They peg the opportunity at $2T GMV by 2030"
X Link 2025-12-07T16:28Z 8287 followers, XXX engagements
"7/ Embedded Finance Is Quietly Becoming a Growth Flywheel Issuing Capital Accounts. Still small today but strategically huge. Issuing: X YoY volume and scaling fast Capital: real-time underwriting using payment flows Accounts: keeps funds on Adyen rails The more merchants can do the more they stay"
X Link 2025-12-07T16:28Z 8287 followers, XXX engagements
"8/ TAM: Still Massive Still Growing Payments TAM = 26T today (ex-China) expected to double to 52T over the next decade. Adyen processes 1.3T = just X% share. From 2015 to now the market doubled Adyen grew XX. Momentum is real"
X Link 2025-12-07T16:28Z 8287 followers, XX engagements
"10/ Final Thought Adyens story is shifting from payments processor to intelligent financial infrastructure layer. The moat is deepening the product surface is expanding and managements conviction is rising. Full analysis + updated valuation are in the usual place"
X Link 2025-12-07T16:28Z 8287 followers, XXX engagements
"9/ Financial Outlook: Confidence Turned Up 2025 net revenue growth: XX% 2026: lowmid-20s% Long-term EBITDA margin: 55%+ by 2028 (raised from 50%+) CAPEX stable at X% Long-term revenue growth building blocks: HSD market growth + HSD/LDD wallet share gains + LSD new wins + X% from financial products"
X Link 2025-12-07T16:28Z 8287 followers, XXX engagements
"We updated our $ADYEN valuation model following the Investor Day. Management raised EBITDA margin guidance to XX% by 2028. You can find the analysis in the usual place"
X Link 2025-12-03T16:23Z 8287 followers, XXX engagements
"Trump approves $NVDA H200 chips for sale to China"
X Link 2025-12-09T04:28Z 8288 followers, XXX engagements