#  @jimmyinvest Jimmy Investor Jimmy Investor posts on X about $adbe, ai, investment, strong the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1899769088475271168/interactions)  - [--] Week [------] -40% - [--] Month [-------] +157% - [--] Months [-------] +523,113% ### Mentions: [--] [#](/creator/twitter::1899769088475271168/posts_active)  - [--] Week [--] -40% - [--] Month [---] +96% - [--] Months [---] +14,167% ### Followers: [---] [#](/creator/twitter::1899769088475271168/followers)  - [--] Week [---] +4.60% - [--] Month [---] +79% - [--] Months [---] +3,089% ### CreatorRank: [-------] [#](/creator/twitter::1899769088475271168/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 42.67% [stocks](/list/stocks) 38.67% [technology brands](/list/technology-brands) 22.67% [financial services](/list/financial-services) #1218 [celebrities](/list/celebrities) 4% [countries](/list/countries) 1.33% **Social topic influence** [$adbe](/topic/$adbe) #65, [ai](/topic/ai) 8%, [investment](/topic/investment) #2766, [strong](/topic/strong) 5.33%, [adobe](/topic/adobe) #1268, [$mndy](/topic/$mndy) #62, [the world](/topic/the-world) 4%, [meta](/topic/meta) 4%, [$meta](/topic/$meta) #556, [the most](/topic/the-most) 2.67% **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@wallstengine](/creator/undefined) [@cannainform](/creator/undefined) [@tacticzh](/creator/undefined) [@dividendtalks](/creator/undefined) [@drdrago11](/creator/undefined) [@fiscalai](/creator/undefined) [@qualtrim](/creator/undefined) [@mikezaccardi](/creator/undefined) [@finvizcom](/creator/undefined) [@bourboncap](/creator/undefined) [@investinassets](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@brewmarkets](/creator/undefined) [@jimcramer](/creator/undefined) [@stockmktnewz](/creator/undefined) [@mvcinvesting](/creator/undefined) [@geigercapital](/creator/undefined) [@polymarket](/creator/undefined) [@ftrinvestors](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [monday.com Ltd. (MNDY)](/topic/$mndy) [Metadium (META)](/topic/$meta) [On Holding AG (ONON)](/topic/$onon) [Oracle Corporation (ORCL)](/topic/$orcl) [PepsiCo, Inc. (PEP)](/topic/$pep) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [S&P Global Inc (SPGI)](/topic/$spgi) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Goldman Sachs (GS)](/topic/goldman-sachs) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Novo-Nordisk (NVO)](/topic/$nvo) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Duolingo, Inc. (DUOL)](/topic/$duol) [SAP SE (SAP)](/topic/$sap) [IBM (IBM)](/topic/ibm) [Coca-Cola Co (KO)](/topic/$ko) [Spotify Technology (SPOT)](/topic/$spot) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) ### Top Social Posts Top posts by engagements in the last [--] hours "In the words of the CFO of $MNDY which has just withdrawn its own [----] guidance: We will no longer discuss the targets we presented at the investor day for [----] which included a revenue forecast of $1.8 billion due to the nature of the changes in the software market and the development of AI. We will reexamine the long-term targets when there is more certainty. Not coincidentally $MNDY currently sits in the bottom-left quadrant of our disruption matrix - characterized by low workflow integration and high exposure to AI-driven product commoditization risk. The companys shares are down 75% over" [X Link](https://x.com/jimmyinvest/status/2020946629990469656) 2026-02-09T19:43Z [---] followers, [---] engagements "@fiscal_ai Massive risk of AI-driven disruption with very little workflow integration in an extremely simple product. $MNDY" [X Link](https://x.com/jimmyinvest/status/2020947006911545781) 2026-02-09T19:44Z [---] followers, [---] engagements "@qualtrim Very cheap. $ADBE" [X Link](https://x.com/jimmyinvest/status/2021237545867075905) 2026-02-10T14:59Z [---] followers, [---] engagements "S&P Global $SPGI one of the highest-quality companies in the market is down 15% today - despite reporting a slightly better-than-expected Q4 [----] result. Net revenue came in at $3.92bn above consensus and +9% y/y. For [----] the company guided to 6%-8% revenue growth and EPS of $19.40-$19.65 below market expectations - raising fresh questions about potential AI disruption in the financial data and analytics industry. https://twitter.com/i/web/status/2021264481213419638 https://twitter.com/i/web/status/2021264481213419638" [X Link](https://x.com/jimmyinvest/status/2021264481213419638) 2026-02-10T16:46Z [---] followers, [----] engagements "@MikeZaccardi @finviz_com $UBER 17x is insane" [X Link](https://x.com/jimmyinvest/status/2021177840390058431) 2026-02-10T11:02Z [---] followers, [--] engagements "TSMC $TSM just reported exceptionally strong January sales up +37% y/y to NT$401.3 billion (US$12.7bn) - already well above the companys own +30% full-year revenue growth guidance. The most important company in the world" [X Link](https://x.com/jimmyinvest/status/2021179254319321139) 2026-02-10T11:07Z [---] followers, [---] engagements "@CannaInform A duopoly. High gross margins and has been growing at +10% year over year for a long time" [X Link](https://x.com/jimmyinvest/status/2021320042466443510) 2026-02-10T20:27Z [---] followers, [--] engagements "Once seen as one of the most predictable and highest-quality software businesses in the world Adobe $ADBE is now increasingly framed as a potential target of AI and LLM disruption. But is Adobe actually being disrupted - or simply misunderstood We break this down in our latest deep dive. Link in the comments. https://twitter.com/i/web/status/2010687653495054404 https://twitter.com/i/web/status/2010687653495054404" [X Link](https://x.com/jimmyinvest/status/2010687653495054404) 2026-01-12T12:17Z [---] followers, 22.1K engagements "Read the full Adobe $ADBE deep-dive (+DCF model) here: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe" [X Link](https://x.com/jimmyinvest/status/2010688210276388867) 2026-01-12T12:20Z [---] followers, [----] engagements "Goldman Sachs upgraded On Holding $ONON from Neutral to Buy and raised its price target to $59 (from $52) implying about 30%+ upside. The bank says the stocks de-rating over the past year creates an attractive entry point and expects 20%+ CAGR in revenue EBITDA and EPS through [----]. Goldman also believes On will beat Q4 [----] consensus supported by strong holiday demand and standout momentum in China - including Tmall sales up +102% y/y in Q4. The market is increasingly converging toward our investment thesis - and its crucial to keep monitoring it closely. If you want full access to the" [X Link](https://x.com/jimmyinvest/status/2014378161027342511) 2026-01-22T16:42Z [---] followers, [---] engagements "Our investment thesis on On Holding $ONON was cited by Insider Monkey last week. Very happy with the (gradual) recognition" [X Link](https://x.com/jimmyinvest/status/2016267501898719254) 2026-01-27T21:50Z [---] followers, [----] engagements "In a market that is becoming increasingly skeptical about AI how will Oracle $ORCL manage to sustain several years of negative free cash flow - on top of rising debt and shareholder dilution" [X Link](https://x.com/jimmyinvest/status/2018420090538971312) 2026-02-02T20:23Z [---] followers, [----] engagements "How can you say that a company doesnt have and/or has lost its pricing power based on just one piece of news: WSJ: PepsiCo $PEP plans to cut prices by up to 15% on snacks like Lays and Cheetos due to consumer complaints about high costs" [X Link](https://x.com/jimmyinvest/status/2018654253422932057) 2026-02-03T11:54Z [---] followers, [---] engagements "Constellation Software $CSU.TO $CSU one of the greatest capital allocators in history is down -8.2% today with a -52.6% drawdown from its all-time high. By far the largest drawdown in the companys history. A lot is starting to look cheap in the SaaS space" [X Link](https://x.com/jimmyinvest/status/2018706100497818099) 2026-02-03T15:20Z [---] followers, [---] engagements "I tend to agree but selectivity still important Adobe $ADBE looks like a very compelling opportunity trading at 11x forward P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Ive published a full deep dive in my newsletter in case anyone would like to read it: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe" [X Link](https://x.com/jimmyinvest/status/2018733187455762700) 2026-02-03T17:07Z [---] followers, [----] engagements "The market continues its relentless sell-off of the SaaS model and no company in the sector is immune. Adobe $ADBE looks like a very compelling opportunity trading at 11x fwd P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Check out our full investment thesis in the comments. https://twitter.com/i/web/status/2018749991737504092 https://twitter.com/i/web/status/2018749991737504092" [X Link](https://x.com/jimmyinvest/status/2018749991737504092) 2026-02-03T18:14Z [---] followers, [----] engagements "Heres the link to our full deep dive (+ DCF model): https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe" [X Link](https://x.com/jimmyinvest/status/2018750549919682869) 2026-02-03T18:16Z [---] followers, [---] engagements "@ftr_investors Everyone is being thrown into the same basket A great opportunity for those who still have dry powder $MELI $SE" [X Link](https://x.com/jimmyinvest/status/2019801440735088875) 2026-02-06T15:52Z [---] followers, [----] engagements "NVIDIA $NVDA CEO Jensen Huang just said that no one uses AI better than Mark Zuckerberg and Meta. Bullish $META" [X Link](https://x.com/jimmyinvest/status/2019863371877872067) 2026-02-06T19:58Z [---] followers, [---] engagements "Jeff Bezos is a visionary. He transformed a small online bookstore into one of the worlds most powerful companies. $AMZN Cloud was for all practical purposes almost invented by him. Today the segment runs at an annualized revenue of $142bn. A $200bn CAPEX plan may look scary at first glance but we shouldnt underestimate the power of having a management team truly aligned with the companys long-term vision - and how often they end up surprising to the upside. I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole." [X Link](https://x.com/jimmyinvest/status/2020216464775725257) 2026-02-07T19:21Z [---] followers, [----] engagements "Samsung has already secured approval from $NVDA to supply HBM4 for the Rubin platform and is expected to begin production as early as this month. Samsungs HBM4 chips are reportedly capable of data transfer speeds of up to [----] Gbps exceeding current industry standards and delivering around +22% higher performance compared with the previous-generation HBM3E chips. Micron $MU on the other hand is only set to ramp HBM4 in mid-2026 - raising new concerns about losing early market share in the most profitable segment of the memory market. https://twitter.com/i/web/status/2020855936915579382" [X Link](https://x.com/jimmyinvest/status/2020855936915579382) 2026-02-09T13:42Z [---] followers, [---] engagements "Novo Nordisk $NVO just cut its [----] outlook. After delivering 10% sales growth in [----] (constant FX) the company now guides [----] adjusted sales growth of -5% to -13% versus Street expectations of -1.6%. Management said the outlook assumes continued international growth but a decline in the US driven by: lower realized prices linked to a most-favored-nation agreement; and partial loss of exclusivity for semaglutide in some markets partly offset by the continued rollout of Wegovy. https://twitter.com/i/web/status/2018730301543916030 https://twitter.com/i/web/status/2018730301543916030" [X Link](https://x.com/jimmyinvest/status/2018730301543916030) 2026-02-03T16:56Z [---] followers, [----] engagements "@DividendTalks Upside for Broadcom $AVGO just increased after yesterdays capex update from $GOOGL 😂" [X Link](https://x.com/jimmyinvest/status/2019370142791328013) 2026-02-05T11:18Z [---] followers, [----] engagements "The software sector $IGV is now trading at its lowest P/E multiple since [----] at 20x earnings. The valuation premium versus the S&P [---] Equal Weight index has compressed to just 19% - one of the smallest relative premiums in more than a decade. $NOW $ADBE $CRM $DUOL $MNDY $SAP https://twitter.com/i/web/status/2020626646689013854 https://twitter.com/i/web/status/2020626646689013854" [X Link](https://x.com/jimmyinvest/status/2020626646689013854) 2026-02-08T22:31Z [---] followers, [---] engagements "This is unbelievable. One of them is wrong: Either Microsoft $MSFT is very cheap or IBM $IBM is very expensive. Which side are you on Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C" [X Link](https://x.com/jimmyinvest/status/2020842483970654716) 2026-02-09T12:49Z [---] followers, [---] engagements "@DrDrago11 JP Morgan recently published report" [X Link](https://x.com/jimmyinvest/status/2021237222138167430) 2026-02-10T14:58Z [---] followers, [--] engagements "Every now and then I go back and watch this Anthropic commercial. Man what a marketing masterclass. It reminds me of the 90s when Pepsi $PEP and Coca-Cola $KO used to take shots at each other in their commercials. Marketing IS BACK https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf" [X Link](https://x.com/jimmyinvest/status/2019393951405600776) 2026-02-05T12:53Z [---] followers, [---] engagements "@DividendTalks $ADBE $META and $AVGO. Staying FAR away from $ORCL" [X Link](https://x.com/jimmyinvest/status/2020831189494530329) 2026-02-09T12:04Z [---] followers, [---] engagements "@wallstengine Stories spin-off Only Mark Zuckerberg has enough distribution to realistically revive this kind of app. $META" [X Link](https://x.com/jimmyinvest/status/2020948916985004153) 2026-02-09T19:52Z [---] followers, [---] engagements "Spotify $SPOT reported strong results this morning with net revenue of 4.53bn (vs. 4.52bn expected) up +7% y/y. MAU rose +11% y/y to 751m (vs. 744.7m expected) and paid subscribers grew +10% y/y to 290m. The company attributed user growth to Latin America Europe and the rest of the world as well as improvements to its mobile free tier. My key takeaway however is the continued improvement in the Ads business - both in volume and margins. This is a revenue line with real structural upside. https://twitter.com/i/web/status/2021258112364077308 https://twitter.com/i/web/status/2021258112364077308" [X Link](https://x.com/jimmyinvest/status/2021258112364077308) 2026-02-10T16:21Z [---] followers, [--] engagements "JPMorgan strategists say the software selloff is overdone and driven by exaggerated near-term AI disruption fears. It recommends rotating back into high-quality AI-resilient names such as Microsoft $MSFT and CrowdStrike $CRWD - citing strong fundamentals and high switching costs. https://twitter.com/i/web/status/2021232388034949210 https://twitter.com/i/web/status/2021232388034949210" [X Link](https://x.com/jimmyinvest/status/2021232388034949210) 2026-02-10T14:38Z [---] followers, [---] engagements "The US has accumulated its largest copper stockpile in more than three decades. In the short term this is likely a headwind for prices - depending on how large and persistent this inventory build turns out to be. $FCX $SCCO $COPX $COPP $HBM" [X Link](https://x.com/jimmyinvest/status/2021323346625921353) 2026-02-10T20:40Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jimmyinvest Jimmy Investor
Jimmy Investor posts on X about $adbe, ai, investment, strong the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -40%
- [--] Month [-------] +157%
- [--] Months [-------] +523,113%
Mentions: [--] #
- [--] Week [--] -40%
- [--] Month [---] +96%
- [--] Months [---] +14,167%
Followers: [---] #
- [--] Week [---] +4.60%
- [--] Month [---] +79%
- [--] Months [---] +3,089%
CreatorRank: [-------] #
Social Influence
Social category influence finance 42.67% stocks 38.67% technology brands 22.67% financial services #1218 celebrities 4% countries 1.33%
Social topic influence $adbe #65, ai 8%, investment #2766, strong 5.33%, adobe #1268, $mndy #62, the world 4%, meta 4%, $meta #556, the most 2.67%
Top accounts mentioned or mentioned by @kobeissiletter @wallstengine @cannainform @tacticzh @dividendtalks @drdrago11 @fiscalai @qualtrim @mikezaccardi @finvizcom @bourboncap @investinassets @dudewhoinvests @brewmarkets @jimcramer @stockmktnewz @mvcinvesting @geigercapital @polymarket @ftrinvestors
Top assets mentioned Adobe, Inc. (ADBE) monday.com Ltd. (MNDY) Metadium (META) On Holding AG (ONON) Oracle Corporation (ORCL) PepsiCo, Inc. (PEP) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Uber Technologies, Inc. (UBER) Taiwan Semiconductor (TSM) Goldman Sachs (GS) MercadoLibre Inc (MELI) Sea Limited (SE) Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) Salesforce Inc (CRM) Now Coin (NOW) Duolingo, Inc. (DUOL) SAP SE (SAP) IBM (IBM) Coca-Cola Co (KO) Spotify Technology (SPOT) Crowdstrike Holdings Inc (CRWD) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM)
Top Social Posts
Top posts by engagements in the last [--] hours
"In the words of the CFO of $MNDY which has just withdrawn its own [----] guidance: We will no longer discuss the targets we presented at the investor day for [----] which included a revenue forecast of $1.8 billion due to the nature of the changes in the software market and the development of AI. We will reexamine the long-term targets when there is more certainty. Not coincidentally $MNDY currently sits in the bottom-left quadrant of our disruption matrix - characterized by low workflow integration and high exposure to AI-driven product commoditization risk. The companys shares are down 75% over"
X Link 2026-02-09T19:43Z [---] followers, [---] engagements
"@fiscal_ai Massive risk of AI-driven disruption with very little workflow integration in an extremely simple product. $MNDY"
X Link 2026-02-09T19:44Z [---] followers, [---] engagements
"@qualtrim Very cheap. $ADBE"
X Link 2026-02-10T14:59Z [---] followers, [---] engagements
"S&P Global $SPGI one of the highest-quality companies in the market is down 15% today - despite reporting a slightly better-than-expected Q4 [----] result. Net revenue came in at $3.92bn above consensus and +9% y/y. For [----] the company guided to 6%-8% revenue growth and EPS of $19.40-$19.65 below market expectations - raising fresh questions about potential AI disruption in the financial data and analytics industry. https://twitter.com/i/web/status/2021264481213419638 https://twitter.com/i/web/status/2021264481213419638"
X Link 2026-02-10T16:46Z [---] followers, [----] engagements
"@MikeZaccardi @finviz_com $UBER 17x is insane"
X Link 2026-02-10T11:02Z [---] followers, [--] engagements
"TSMC $TSM just reported exceptionally strong January sales up +37% y/y to NT$401.3 billion (US$12.7bn) - already well above the companys own +30% full-year revenue growth guidance. The most important company in the world"
X Link 2026-02-10T11:07Z [---] followers, [---] engagements
"@CannaInform A duopoly. High gross margins and has been growing at +10% year over year for a long time"
X Link 2026-02-10T20:27Z [---] followers, [--] engagements
"Once seen as one of the most predictable and highest-quality software businesses in the world Adobe $ADBE is now increasingly framed as a potential target of AI and LLM disruption. But is Adobe actually being disrupted - or simply misunderstood We break this down in our latest deep dive. Link in the comments. https://twitter.com/i/web/status/2010687653495054404 https://twitter.com/i/web/status/2010687653495054404"
X Link 2026-01-12T12:17Z [---] followers, 22.1K engagements
"Read the full Adobe $ADBE deep-dive (+DCF model) here: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"
X Link 2026-01-12T12:20Z [---] followers, [----] engagements
"Goldman Sachs upgraded On Holding $ONON from Neutral to Buy and raised its price target to $59 (from $52) implying about 30%+ upside. The bank says the stocks de-rating over the past year creates an attractive entry point and expects 20%+ CAGR in revenue EBITDA and EPS through [----]. Goldman also believes On will beat Q4 [----] consensus supported by strong holiday demand and standout momentum in China - including Tmall sales up +102% y/y in Q4. The market is increasingly converging toward our investment thesis - and its crucial to keep monitoring it closely. If you want full access to the"
X Link 2026-01-22T16:42Z [---] followers, [---] engagements
"Our investment thesis on On Holding $ONON was cited by Insider Monkey last week. Very happy with the (gradual) recognition"
X Link 2026-01-27T21:50Z [---] followers, [----] engagements
"In a market that is becoming increasingly skeptical about AI how will Oracle $ORCL manage to sustain several years of negative free cash flow - on top of rising debt and shareholder dilution"
X Link 2026-02-02T20:23Z [---] followers, [----] engagements
"How can you say that a company doesnt have and/or has lost its pricing power based on just one piece of news: WSJ: PepsiCo $PEP plans to cut prices by up to 15% on snacks like Lays and Cheetos due to consumer complaints about high costs"
X Link 2026-02-03T11:54Z [---] followers, [---] engagements
"Constellation Software $CSU.TO $CSU one of the greatest capital allocators in history is down -8.2% today with a -52.6% drawdown from its all-time high. By far the largest drawdown in the companys history. A lot is starting to look cheap in the SaaS space"
X Link 2026-02-03T15:20Z [---] followers, [---] engagements
"I tend to agree but selectivity still important Adobe $ADBE looks like a very compelling opportunity trading at 11x forward P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Ive published a full deep dive in my newsletter in case anyone would like to read it: https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"
X Link 2026-02-03T17:07Z [---] followers, [----] engagements
"The market continues its relentless sell-off of the SaaS model and no company in the sector is immune. Adobe $ADBE looks like a very compelling opportunity trading at 11x fwd P/E with +10% expected revenue growth 45% ROE and buybacks equivalent to 110% of its FCF. Check out our full investment thesis in the comments. https://twitter.com/i/web/status/2018749991737504092 https://twitter.com/i/web/status/2018749991737504092"
X Link 2026-02-03T18:14Z [---] followers, [----] engagements
"Heres the link to our full deep dive (+ DCF model): https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe https://jimmysjournal.substack.com/p/investment-thesis-adobe-inc-adbe"
X Link 2026-02-03T18:16Z [---] followers, [---] engagements
"@ftr_investors Everyone is being thrown into the same basket A great opportunity for those who still have dry powder $MELI $SE"
X Link 2026-02-06T15:52Z [---] followers, [----] engagements
"NVIDIA $NVDA CEO Jensen Huang just said that no one uses AI better than Mark Zuckerberg and Meta. Bullish $META"
X Link 2026-02-06T19:58Z [---] followers, [---] engagements
"Jeff Bezos is a visionary. He transformed a small online bookstore into one of the worlds most powerful companies. $AMZN Cloud was for all practical purposes almost invented by him. Today the segment runs at an annualized revenue of $142bn. A $200bn CAPEX plan may look scary at first glance but we shouldnt underestimate the power of having a management team truly aligned with the companys long-term vision - and how often they end up surprising to the upside. I think this is an extraordinarily unusual opportunity to forever change the size of AWS and Amazon as a whole."
X Link 2026-02-07T19:21Z [---] followers, [----] engagements
"Samsung has already secured approval from $NVDA to supply HBM4 for the Rubin platform and is expected to begin production as early as this month. Samsungs HBM4 chips are reportedly capable of data transfer speeds of up to [----] Gbps exceeding current industry standards and delivering around +22% higher performance compared with the previous-generation HBM3E chips. Micron $MU on the other hand is only set to ramp HBM4 in mid-2026 - raising new concerns about losing early market share in the most profitable segment of the memory market. https://twitter.com/i/web/status/2020855936915579382"
X Link 2026-02-09T13:42Z [---] followers, [---] engagements
"Novo Nordisk $NVO just cut its [----] outlook. After delivering 10% sales growth in [----] (constant FX) the company now guides [----] adjusted sales growth of -5% to -13% versus Street expectations of -1.6%. Management said the outlook assumes continued international growth but a decline in the US driven by: lower realized prices linked to a most-favored-nation agreement; and partial loss of exclusivity for semaglutide in some markets partly offset by the continued rollout of Wegovy. https://twitter.com/i/web/status/2018730301543916030 https://twitter.com/i/web/status/2018730301543916030"
X Link 2026-02-03T16:56Z [---] followers, [----] engagements
"@DividendTalks Upside for Broadcom $AVGO just increased after yesterdays capex update from $GOOGL 😂"
X Link 2026-02-05T11:18Z [---] followers, [----] engagements
"The software sector $IGV is now trading at its lowest P/E multiple since [----] at 20x earnings. The valuation premium versus the S&P [---] Equal Weight index has compressed to just 19% - one of the smallest relative premiums in more than a decade. $NOW $ADBE $CRM $DUOL $MNDY $SAP https://twitter.com/i/web/status/2020626646689013854 https://twitter.com/i/web/status/2020626646689013854"
X Link 2026-02-08T22:31Z [---] followers, [---] engagements
"This is unbelievable. One of them is wrong: Either Microsoft $MSFT is very cheap or IBM $IBM is very expensive. Which side are you on Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"
X Link 2026-02-09T12:49Z [---] followers, [---] engagements
"@DrDrago11 JP Morgan recently published report"
X Link 2026-02-10T14:58Z [---] followers, [--] engagements
"Every now and then I go back and watch this Anthropic commercial. Man what a marketing masterclass. It reminds me of the 90s when Pepsi $PEP and Coca-Cola $KO used to take shots at each other in their commercials. Marketing IS BACK https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"
X Link 2026-02-05T12:53Z [---] followers, [---] engagements
"@DividendTalks $ADBE $META and $AVGO. Staying FAR away from $ORCL"
X Link 2026-02-09T12:04Z [---] followers, [---] engagements
"@wallstengine Stories spin-off Only Mark Zuckerberg has enough distribution to realistically revive this kind of app. $META"
X Link 2026-02-09T19:52Z [---] followers, [---] engagements
"Spotify $SPOT reported strong results this morning with net revenue of 4.53bn (vs. 4.52bn expected) up +7% y/y. MAU rose +11% y/y to 751m (vs. 744.7m expected) and paid subscribers grew +10% y/y to 290m. The company attributed user growth to Latin America Europe and the rest of the world as well as improvements to its mobile free tier. My key takeaway however is the continued improvement in the Ads business - both in volume and margins. This is a revenue line with real structural upside. https://twitter.com/i/web/status/2021258112364077308 https://twitter.com/i/web/status/2021258112364077308"
X Link 2026-02-10T16:21Z [---] followers, [--] engagements
"JPMorgan strategists say the software selloff is overdone and driven by exaggerated near-term AI disruption fears. It recommends rotating back into high-quality AI-resilient names such as Microsoft $MSFT and CrowdStrike $CRWD - citing strong fundamentals and high switching costs. https://twitter.com/i/web/status/2021232388034949210 https://twitter.com/i/web/status/2021232388034949210"
X Link 2026-02-10T14:38Z [---] followers, [---] engagements
"The US has accumulated its largest copper stockpile in more than three decades. In the short term this is likely a headwind for prices - depending on how large and persistent this inventory build turns out to be. $FCX $SCCO $COPX $COPP $HBM"
X Link 2026-02-10T20:40Z [---] followers, [---] engagements
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