#  @jeffreychen_93 Jeffrey Chen Jeffrey Chen posts on X about $saas, in the, ai, stocks the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::778656014719528960/interactions)  - [--] Week [---] -36% ### Mentions: [--] [#](/creator/twitter::778656014719528960/posts_active)  ### Followers: [--] [#](/creator/twitter::778656014719528960/followers)  - [--] Week [--] +15% ### CreatorRank: undefined [#](/creator/twitter::778656014719528960/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [technology brands](/list/technology-brands) **Social topic influence** [$saas](/topic/$saas), [in the](/topic/in-the), [ai](/topic/ai), [stocks](/topic/stocks), [company](/topic/company), [bullish](/topic/bullish), [bearish](/topic/bearish), [ton](/topic/ton), [talk](/topic/talk), [public](/topic/public) **Top assets mentioned** [SaaSGo (SAAS)](/topic/$saas) [Figma, Inc. (FIG)](/topic/$fig) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "Most investors let the stock price drive their view of the company: bullish arguments when stock is up a ton bearish when stock is down a ton. $SaaS" [X Link](https://x.com/anyuser/status/2018795635634524393) 2026-02-03T21:16Z [--] followers, [--] engagements "I wonder what the talk is in the PE $SaaS world if AI really is that great of an opportunity for SaaS companies as Orlando Bravo talked about recently - that would be one of the largest disconnects ever between the private vs public companies within the same industry" [X Link](https://x.com/anyuser/status/2020926961313599525) 2026-02-09T18:25Z [--] followers, [--] engagements "@amitisinvesting As with most sell-offs they typically are not discriminant. Some are more durable and others will be disrupted. If large enterprise grade SaaS goes are really disrupted - you should see a fall off in revenue growth / decline / increased churn over the next few quarters" [X Link](https://x.com/jeffreychen_93/status/2019574557246726250) 2026-02-06T00:51Z [--] followers, [---] engagements "@crowdturtle $FIG was the greatest short last year - IPOed at multiples of what Adobe would pay for [--] years ago" [X Link](https://x.com/jeffreychen_93/status/2019574778206761236) 2026-02-06T00:52Z [--] followers, [---] engagements "the contribution factor to the sharp decline in valuation is exactly the SBC part for many of these SaaS companies - because backing that out shareholders aren't left with much during the "bridge" period between now and the terminal matured level of what that SaaS company could look like (high margin with less growth) . Hence if the terminal is questioned to be at risk the stocks that have super high SBC becomes prone to a sharp decline in valuation + the fact that the market gets even more worried about them being able to reduce SBC during that terminal stage." [X Link](https://x.com/jeffreychen_93/status/2019884266252038320) 2026-02-06T21:21Z [--] followers, [--] engagements "@zoomyzoomm $adbe is one of few thats backing up the truck on buybacks" [X Link](https://x.com/jeffreychen_93/status/2020954885718671774) 2026-02-09T20:16Z [--] followers, [---] engagements "Totally agree - lots of retail investors complain about paying fees to managers just holding blue chip names. Paying to those who really know what they are doing is indeed worth it and the stock market can look quite easy sometimes in the eyes of retail when they just see stocks keep going up and up but don't appreciate the nuances around risk and valuation. And of course at some point they can't resist the urge to participate and that is often the peak market and hence why most retail investors lose money in the market. https://twitter.com/i/web/status/2021998773413851355" [X Link](https://x.com/jeffreychen_93/status/2021998773413851355) 2026-02-12T17:24Z [--] followers, [---] engagements "I wonder what the talk is in the PE $SaaS world if AI really is that great of an opportunity for SaaS companies as Orlando Bravo talked about recently - that would be one of the largest disconnects ever between the private vs public companies within the same industry" [X Link](https://x.com/anyuser/status/2020926961313599525) 2026-02-09T18:25Z [--] followers, [--] engagements "I wonder if this year will be a $meta Get Fit year for SaaS companies to really minimize SBC and become lean while not having their software product roadmaps/R&D/GTM capabilities significantly deteriorate. If this efficiency lever really does exist and can be pulled this would add tremendous shareholder value" [X Link](https://x.com/anyuser/status/2020583365926432867) 2026-02-08T19:39Z [--] followers, [--] engagements "Manager selection (LP investing) in stockpickers is precisely difficult for the long term because when the fund hits a rough patch - LPs start losing patience/conviction in the manager because the return shows as such and LPs probably dont understand the positions that well so they tend to flee and look to invest in the manager that has recently performed well - hence return chasing. In fact most stock pickers probably post really solid returns after a hiccup period. LPs would probably be better off to just stay the course or even double down - but this may be psychologically too painful to" [X Link](https://x.com/anyuser/status/2020535840074768471) 2026-02-08T16:30Z [--] followers, [--] engagements "$CSU may be a blackbox - but to think one of the most incentive and culturally aligned software companies out there would just sit and wait and get disrupted by AI is probably foolish and of course this narrative probably got increasingly painted as such when the stock suffered a huge drawdown" [X Link](https://x.com/anyuser/status/2020531815078113487) 2026-02-08T16:14Z [--] followers, [--] engagements "For SaaS companies that have SBC being 50%+ of their operating cash flow (not even FCF) what do you do with that unless you can scale revenues significantly to outpace SBC growth if you have to pay salespeople to get more accounts/revenues & your engineers equity compensation at what point can SBC be under control This is the question high SBC SaaS companies have to ask themselves. The only way I see is if the software platform/product sold significantly expands customers spend over time (high NRR) after you spent significant opex acquiring that stream of revenue aka a high quality SaaS" [X Link](https://x.com/anyuser/status/2019886986929303827) 2026-02-06T21:32Z [--] followers, [--] engagements "Not a surprise that plenty of SaaS stocks that historically traded at high revenue multiples are crushed. Investors historically used revenue multiples as a proxy for valuation as 1) during the initial high growth phase many typically are GAAP unprofitable due to high S&M costs to acquire customers which increases even more the faster revenues are growing and 2) it assumes revenues during the mature growth phase would have much higher margins while the company can lower opex drastically and would flow far into the future given high retention rates. When the market views the terminal value at" [X Link](https://x.com/anyuser/status/2019571366853574894) 2026-02-06T00:38Z [--] followers, [--] engagements "Most investors let the stock price drive their view of the company: bullish arguments when stock is up a ton bearish when stock is down a ton. $SaaS" [X Link](https://x.com/anyuser/status/2018795635634524393) 2026-02-03T21:16Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jeffreychen_93 Jeffrey Chen
Jeffrey Chen posts on X about $saas, in the, ai, stocks the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -36%
Mentions: [--] #
Followers: [--] #
- [--] Week [--] +15%
CreatorRank: undefined #
Social Influence
Social category influence finance cryptocurrencies stocks technology brands
Social topic influence $saas, in the, ai, stocks, company, bullish, bearish, ton, talk, public
Top assets mentioned SaaSGo (SAAS) Figma, Inc. (FIG) Adobe, Inc. (ADBE) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"Most investors let the stock price drive their view of the company: bullish arguments when stock is up a ton bearish when stock is down a ton. $SaaS"
X Link 2026-02-03T21:16Z [--] followers, [--] engagements
"I wonder what the talk is in the PE $SaaS world if AI really is that great of an opportunity for SaaS companies as Orlando Bravo talked about recently - that would be one of the largest disconnects ever between the private vs public companies within the same industry"
X Link 2026-02-09T18:25Z [--] followers, [--] engagements
"@amitisinvesting As with most sell-offs they typically are not discriminant. Some are more durable and others will be disrupted. If large enterprise grade SaaS goes are really disrupted - you should see a fall off in revenue growth / decline / increased churn over the next few quarters"
X Link 2026-02-06T00:51Z [--] followers, [---] engagements
"@crowdturtle $FIG was the greatest short last year - IPOed at multiples of what Adobe would pay for [--] years ago"
X Link 2026-02-06T00:52Z [--] followers, [---] engagements
"the contribution factor to the sharp decline in valuation is exactly the SBC part for many of these SaaS companies - because backing that out shareholders aren't left with much during the "bridge" period between now and the terminal matured level of what that SaaS company could look like (high margin with less growth) . Hence if the terminal is questioned to be at risk the stocks that have super high SBC becomes prone to a sharp decline in valuation + the fact that the market gets even more worried about them being able to reduce SBC during that terminal stage."
X Link 2026-02-06T21:21Z [--] followers, [--] engagements
"@zoomyzoomm $adbe is one of few thats backing up the truck on buybacks"
X Link 2026-02-09T20:16Z [--] followers, [---] engagements
"Totally agree - lots of retail investors complain about paying fees to managers just holding blue chip names. Paying to those who really know what they are doing is indeed worth it and the stock market can look quite easy sometimes in the eyes of retail when they just see stocks keep going up and up but don't appreciate the nuances around risk and valuation. And of course at some point they can't resist the urge to participate and that is often the peak market and hence why most retail investors lose money in the market. https://twitter.com/i/web/status/2021998773413851355"
X Link 2026-02-12T17:24Z [--] followers, [---] engagements
"I wonder what the talk is in the PE $SaaS world if AI really is that great of an opportunity for SaaS companies as Orlando Bravo talked about recently - that would be one of the largest disconnects ever between the private vs public companies within the same industry"
X Link 2026-02-09T18:25Z [--] followers, [--] engagements
"I wonder if this year will be a $meta Get Fit year for SaaS companies to really minimize SBC and become lean while not having their software product roadmaps/R&D/GTM capabilities significantly deteriorate. If this efficiency lever really does exist and can be pulled this would add tremendous shareholder value"
X Link 2026-02-08T19:39Z [--] followers, [--] engagements
"Manager selection (LP investing) in stockpickers is precisely difficult for the long term because when the fund hits a rough patch - LPs start losing patience/conviction in the manager because the return shows as such and LPs probably dont understand the positions that well so they tend to flee and look to invest in the manager that has recently performed well - hence return chasing. In fact most stock pickers probably post really solid returns after a hiccup period. LPs would probably be better off to just stay the course or even double down - but this may be psychologically too painful to"
X Link 2026-02-08T16:30Z [--] followers, [--] engagements
"$CSU may be a blackbox - but to think one of the most incentive and culturally aligned software companies out there would just sit and wait and get disrupted by AI is probably foolish and of course this narrative probably got increasingly painted as such when the stock suffered a huge drawdown"
X Link 2026-02-08T16:14Z [--] followers, [--] engagements
"For SaaS companies that have SBC being 50%+ of their operating cash flow (not even FCF) what do you do with that unless you can scale revenues significantly to outpace SBC growth if you have to pay salespeople to get more accounts/revenues & your engineers equity compensation at what point can SBC be under control This is the question high SBC SaaS companies have to ask themselves. The only way I see is if the software platform/product sold significantly expands customers spend over time (high NRR) after you spent significant opex acquiring that stream of revenue aka a high quality SaaS"
X Link 2026-02-06T21:32Z [--] followers, [--] engagements
"Not a surprise that plenty of SaaS stocks that historically traded at high revenue multiples are crushed. Investors historically used revenue multiples as a proxy for valuation as 1) during the initial high growth phase many typically are GAAP unprofitable due to high S&M costs to acquire customers which increases even more the faster revenues are growing and 2) it assumes revenues during the mature growth phase would have much higher margins while the company can lower opex drastically and would flow far into the future given high retention rates. When the market views the terminal value at"
X Link 2026-02-06T00:38Z [--] followers, [--] engagements
"Most investors let the stock price drive their view of the company: bullish arguments when stock is up a ton bearish when stock is down a ton. $SaaS"
X Link 2026-02-03T21:16Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing