[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.] #  @mply_cap Monopoly Capital 💸 Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages. ### Engagements: XXX [#](/creator/twitter::1747789302547779584/interactions)  - X Week XXXXXXXXXX -XX% - X Month XXXXXXXXXXX +291% - X Months XXXXXXXXXXXXX +1,831% - X Year XXXXXXXXXXXXX +33,623% ### Mentions: XX [#](/creator/twitter::1747789302547779584/posts_active)  - X Week XXX +59% - X Month XXX +140% - X Months XXX +407% - X Year XXX +70,100% ### Followers: XXXXX [#](/creator/twitter::1747789302547779584/followers)  - X Week XXXXX +9.60% - X Month XXXXX +63% - X Months XXXXX +472% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1747789302547779584/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #31, [adobe](/topic/adobe) #790, [business](/topic/business) 2.67%, [$spgi](/topic/$spgi) #3, [ai](/topic/ai) 2.67%, [status](/topic/status) 1.33%, [$asml](/topic/$asml) 1.33%, [all the](/topic/all-the) 1.33%, [asml](/topic/asml) 1.33%, [machines](/topic/machines) XXXX% **Top accounts mentioned or mentioned by** [@austinsstocks](/creator/undefined) [@grok](/creator/undefined) [@as5216076799897](/creator/undefined) [@robinlemmy](/creator/undefined) [@hershtolani](/creator/undefined) [@capexandchill](/creator/undefined) [@valuelongcap](/creator/undefined) [@sdevpreneur](/creator/undefined) [@alert_invest](/creator/undefined) [@madcap_cap](/creator/undefined) [@qualityinvest5](/creator/undefined) [@endicottinvests](/creator/undefined) [@stockpickerspb](/creator/undefined) [@theeuinvestor](/creator/undefined) [@teepee4m](/creator/undefined) [@letushead](/creator/undefined) [@b_co_co](/creator/undefined) [@ok_surf](/creator/undefined) [@bradocapital](/creator/undefined) [@oksurf](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Mastercard, Inc. (MA)](/topic/$ma) [Moody's Corporation (MCO)](/topic/$mco) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Brookfield Corporation (BN)](/topic/$bn) [Minter (BIP)](/topic/$bip) ### Top Social Posts Top posts by engagements in the last XX hours "$ADBE is not a turnaround play. There is nothing fundamentally wrong with the business" [X Link](https://x.com/mply_cap/status/1996428384147255676) 2025-12-04T03:56Z 2751 followers, 25.8K engagements "I ranked my companies by how hard they are to dent with their monopolistic status. 👇 X. $ASML: The monopoly in EUV lithography. These machines cost $380+ million and have 100000+ components. To disrupt them you must spend decades and tens of billions of dollars just to reach the starting line. You could put 10000 intelligent people in the same room give them all the drawings of our machine and the machine would not work. Some things are simply not in the drawings (Jos Benschop ASML Senior VP of Technology 2022). And if a competitor does arise fabs would have to rip out an entire ecosystem" [X Link](https://x.com/mply_cap/status/1994526513891262779) 2025-11-28T21:59Z 2752 followers, 97.4K engagements "Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to get re-rated you can get market beating returns without a rerating. With multiple expansion the returns will be massive. I also took some $GOOG gains as it was a XX% weighting but did not use those profits to buy any Adobe" [X Link](https://x.com/mply_cap/status/1996680747613077952) 2025-12-04T20:39Z 2751 followers, 19.7K engagements "I put together the following example of a potential lifecycle of a Nike ad using $ADBE. 👇 Nike hires a professional photographer to shoot a new sneaker. They do not snap a simple JPEG. They use high-end cameras to capture massive raw image files. They use Adobe Lightroom to process this complex sensor data. If they utilize a cheaper alternative the software often misinterprets the color profiles meaning the image quality is compromised before it even reaches the editor. Next the file goes to a designer to perfect the "Nike Orange" and add copy. They save it as a .PSD (Photoshop) file. This" [X Link](https://x.com/mply_cap/status/1996777642570235925) 2025-12-05T03:04Z 2751 followers, 5757 engagements "Added a bit to my $AMZN position today. Amazon has the ability to flip the switch to massive profitability buybacks and dividends whenever they want but they are actively choosing not to. They are far from a mature business. They are still operating with the aggression of a startup but with an infinite bank account. By spending on AI infrastructure satellites logistics they ensure no one else can keep up. They are taking the margins from AWS and Advertising and building the next generation of wide moat infrastructure. Amazon still has high ROI ideas for excess capital to invest and suffocate" [X Link](https://x.com/mply_cap/status/1993790929757475196) 2025-11-26T21:16Z 2751 followers, 15.2K engagements "In 2025 $SPGI announced plans to spin off its Mobility segment into a separate public company expected to close by late 2026. This segment is the gold standard for automotive intelligence. It owns the high-margin CARFAX brand and holds the proprietary master datasets that OEMs rely on for global production forecasting. Will you be keeping your shares" [X Link](https://x.com/mply_cap/status/1996993962662408296) 2025-12-05T17:23Z 2751 followers, 12.6K engagements "$GOOGL $ADOBE Google is competing for the casual creator space: YouTube Create Google Vids Magic Editor. Adobe has the professional creators. They are integrating Gemini X (Nano Banana) instead of directly competing. Google captures the cloud revenue & compute scale without needing to disrupt the industry standard" [X Link](https://x.com/mply_cap/status/1995930894608011612) 2025-12-02T18:59Z 2746 followers, 27K engagements "$BKNG can easily outperform from current prices" [X Link](https://x.com/mply_cap/status/1996042847968264218) 2025-12-03T02:24Z 2748 followers, 1823 engagements "$ADBE position is on deck. The market has zero hope baked in at 14x FCF. The bear case is lazy. Their moat is Economic not Technical. Generative AI is easy to replicate but replicating 10000 hours of muscle memory for a pro designer is impossible. Switching costs are massive because the value comes from precision and workflow mastery. Not everyone is a hobbyist. AT LEAST XX% of revenue comes from professionals growing XX% (exact mix not disclosed). You can reasonably argue that closer to XX% is locked-in pros and enterprise with only XX% at real churn risk. Now imagine if we put some more" [X Link](https://x.com/mply_cap/status/1992428867705810968) 2025-11-23T03:03Z 2748 followers, 21.1K engagements "$BN breakdown 👇 A local government needs a new bridge. It costs $1B. They do not have the money. Brookfield steps in and offers to build and maintain it in exchange for the right to collect the tolls for XX years. The Government agrees. Here is how the money flows. 1/ The Vehicle ( $BIP ) This is the holding company. Those invested in $BIP want a pure infrastructure play and just want the dividend payouts. $BIP puts up the cash to buy the bridge and holds the asset. $BIP is just a bucket of assets collecting tolls and paying out dividends. 2/ The Manager ( $BAM ) $BAM finds the deal hires" [X Link](https://x.com/mply_cap/status/1995338514607550746) 2025-12-01T03:45Z 2752 followers, 21.5K engagements "@TheEUInvestor I am asking about the shares of the spinoff that you will receive" [X Link](https://x.com/mply_cap/status/1997006601794797676) 2025-12-05T18:14Z 2749 followers, XXX engagements "Mark Massey isnt very public but hes one of my top managers based on positions" [X Link](https://x.com/mply_cap/status/1989458677666054415) 2025-11-14T22:21Z 2751 followers, 77K engagements "$ADBE revenue is XX% subscription btw" [X Link](https://x.com/mply_cap/status/1996787160268038537) 2025-12-05T03:42Z 2751 followers, 21.9K engagements "$ADBE shares outstanding since its crash" [X Link](https://x.com/mply_cap/status/1997032066060570650) 2025-12-05T19:55Z 2751 followers, 5019 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.]
@mply_cap Monopoly Capital 💸
Investors are discussing high-quality companies with strong moats, such as irreplaceable physical assets, intellectual property, and network effects. Brookfield Corp and other companies like Canadian Pacific, American Tower, and Visa are being highlighted for their dominance in their respective industries. The conversation is focused on identifying and investing in companies with sustainable competitive advantages.
Engagements: XXX #
- X Week XXXXXXXXXX -XX%
- X Month XXXXXXXXXXX +291%
- X Months XXXXXXXXXXXXX +1,831%
- X Year XXXXXXXXXXXXX +33,623%
Mentions: XX #
- X Week XXX +59%
- X Month XXX +140%
- X Months XXX +407%
- X Year XXX +70,100%
Followers: XXXXX #
- X Week XXXXX +9.60%
- X Month XXXXX +63%
- X Months XXXXX +472%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XX% technology brands XXXX% finance XXXX% fashion brands XXXX% social networks XXXX%
Social topic influence $adbe #31, adobe #790, business 2.67%, $spgi #3, ai 2.67%, status 1.33%, $asml 1.33%, all the 1.33%, asml 1.33%, machines XXXX%
Top accounts mentioned or mentioned by @austinsstocks @grok @as5216076799897 @robinlemmy @hershtolani @capexandchill @valuelongcap @sdevpreneur @alert_invest @madcap_cap @qualityinvest5 @endicottinvests @stockpickerspb @theeuinvestor @teepee4m @letushead @b_co_co @ok_surf @bradocapital @oksurf
Top assets mentioned Adobe, Inc. (ADBE) S&P Global Inc (SPGI) Mastercard, Inc. (MA) Moody's Corporation (MCO) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Booking Holdings Inc (BKNG) Brookfield Corporation (BN) Minter (BIP)
Top Social Posts
Top posts by engagements in the last XX hours
"$ADBE is not a turnaround play. There is nothing fundamentally wrong with the business"
X Link 2025-12-04T03:56Z 2751 followers, 25.8K engagements
"I ranked my companies by how hard they are to dent with their monopolistic status. 👇 X. $ASML: The monopoly in EUV lithography. These machines cost $380+ million and have 100000+ components. To disrupt them you must spend decades and tens of billions of dollars just to reach the starting line. You could put 10000 intelligent people in the same room give them all the drawings of our machine and the machine would not work. Some things are simply not in the drawings (Jos Benschop ASML Senior VP of Technology 2022). And if a competitor does arise fabs would have to rip out an entire ecosystem"
X Link 2025-11-28T21:59Z 2752 followers, 97.4K engagements
"Today I sold $V and $MCO and used those gains to buy $ADBE. Needless to say Visa and Moody's are not going anywhere. Adobe offers much higher upside than those two sitting at small weightings and I still have their twin tollbooths $SPGI and $MA. I am not praying for Adobe to get re-rated you can get market beating returns without a rerating. With multiple expansion the returns will be massive. I also took some $GOOG gains as it was a XX% weighting but did not use those profits to buy any Adobe"
X Link 2025-12-04T20:39Z 2751 followers, 19.7K engagements
"I put together the following example of a potential lifecycle of a Nike ad using $ADBE. 👇 Nike hires a professional photographer to shoot a new sneaker. They do not snap a simple JPEG. They use high-end cameras to capture massive raw image files. They use Adobe Lightroom to process this complex sensor data. If they utilize a cheaper alternative the software often misinterprets the color profiles meaning the image quality is compromised before it even reaches the editor. Next the file goes to a designer to perfect the "Nike Orange" and add copy. They save it as a .PSD (Photoshop) file. This"
X Link 2025-12-05T03:04Z 2751 followers, 5757 engagements
"Added a bit to my $AMZN position today. Amazon has the ability to flip the switch to massive profitability buybacks and dividends whenever they want but they are actively choosing not to. They are far from a mature business. They are still operating with the aggression of a startup but with an infinite bank account. By spending on AI infrastructure satellites logistics they ensure no one else can keep up. They are taking the margins from AWS and Advertising and building the next generation of wide moat infrastructure. Amazon still has high ROI ideas for excess capital to invest and suffocate"
X Link 2025-11-26T21:16Z 2751 followers, 15.2K engagements
"In 2025 $SPGI announced plans to spin off its Mobility segment into a separate public company expected to close by late 2026. This segment is the gold standard for automotive intelligence. It owns the high-margin CARFAX brand and holds the proprietary master datasets that OEMs rely on for global production forecasting. Will you be keeping your shares"
X Link 2025-12-05T17:23Z 2751 followers, 12.6K engagements
"$GOOGL $ADOBE Google is competing for the casual creator space: YouTube Create Google Vids Magic Editor. Adobe has the professional creators. They are integrating Gemini X (Nano Banana) instead of directly competing. Google captures the cloud revenue & compute scale without needing to disrupt the industry standard"
X Link 2025-12-02T18:59Z 2746 followers, 27K engagements
"$BKNG can easily outperform from current prices"
X Link 2025-12-03T02:24Z 2748 followers, 1823 engagements
"$ADBE position is on deck. The market has zero hope baked in at 14x FCF. The bear case is lazy. Their moat is Economic not Technical. Generative AI is easy to replicate but replicating 10000 hours of muscle memory for a pro designer is impossible. Switching costs are massive because the value comes from precision and workflow mastery. Not everyone is a hobbyist. AT LEAST XX% of revenue comes from professionals growing XX% (exact mix not disclosed). You can reasonably argue that closer to XX% is locked-in pros and enterprise with only XX% at real churn risk. Now imagine if we put some more"
X Link 2025-11-23T03:03Z 2748 followers, 21.1K engagements
"$BN breakdown 👇 A local government needs a new bridge. It costs $1B. They do not have the money. Brookfield steps in and offers to build and maintain it in exchange for the right to collect the tolls for XX years. The Government agrees. Here is how the money flows. 1/ The Vehicle ( $BIP ) This is the holding company. Those invested in $BIP want a pure infrastructure play and just want the dividend payouts. $BIP puts up the cash to buy the bridge and holds the asset. $BIP is just a bucket of assets collecting tolls and paying out dividends. 2/ The Manager ( $BAM ) $BAM finds the deal hires"
X Link 2025-12-01T03:45Z 2752 followers, 21.5K engagements
"@TheEUInvestor I am asking about the shares of the spinoff that you will receive"
X Link 2025-12-05T18:14Z 2749 followers, XXX engagements
"Mark Massey isnt very public but hes one of my top managers based on positions"
X Link 2025-11-14T22:21Z 2751 followers, 77K engagements
"$ADBE revenue is XX% subscription btw"
X Link 2025-12-05T03:42Z 2751 followers, 21.9K engagements
"$ADBE shares outstanding since its crash"
X Link 2025-12-05T19:55Z 2751 followers, 5019 engagements