[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.] #  @stockpickerspb Alex Invests Alex Invests posts on X about balance sheet, adobe, $adbe, $adbes the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1974182719840989184/interactions)  - X Week XXXXXX +313% - X Month XXXXXX -XX% ### Mentions: X [#](/creator/twitter::1974182719840989184/posts_active)  - X Month XX -XX% ### Followers: XXX [#](/creator/twitter::1974182719840989184/followers)  - X Week XXX +6% - X Month XXX +40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1974182719840989184/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) **Social topic influence** [balance sheet](/topic/balance-sheet) #1053, [adobe](/topic/adobe) #745, [$adbe](/topic/$adbe) #137, [$adbes](/topic/$adbes) #3, [applovin](/topic/applovin), [$app](/topic/$app), [ton](/topic/ton), [investment](/topic/investment), [stocks](/topic/stocks), [$pypl](/topic/$pypl) **Top accounts mentioned or mentioned by** [@mrderivatives](/creator/undefined) [@qualityinvest5](/creator/undefined) [@alc2022](/creator/undefined) [@martinshkreli](/creator/undefined) [@realmoneyblog](/creator/undefined) [@michaeljburry](/creator/undefined) [@holysmokas](/creator/undefined) [@accruedint](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@oldmammoth69](/creator/undefined) [@ddrapertrades](/creator/undefined) [@nietschecapital](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@grok](/creator/undefined) [@forefront1](/creator/undefined) [@realmattmoney](/creator/undefined) [@elonmusk](/creator/undefined) [@daveyjuice](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@martychargin](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Applovin Corporation (APP)](/topic/applovin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Intuit Inc. (INTU)](/topic/$intu) [Autodesk Inc (ADSK)](/topic/$adsk) [Broadcom, Inc. (AVGO)](/topic/$avgo) ### Top Social Posts Top posts by engagements in the last XX hours "🚨Adobe Buybacks - WARNING to Investors Many investors celebrate $ADBE as a "buyback machine" and no-brainer Buy. But there are major warning signs. Let's take a look 🧵 (1/x) Adobe has increased buybacks to the point of EXCEEDING Operating Cash Flows. This is not a sustainable way to support EPS growth and the company cannot continue at this pace without putting its balance sheet and financial health in jeopardy" [X Link](https://x.com/stockpickerspb/status/1996369712813621480) 2025-12-04T00:03Z XXX followers, 4195 engagements "$APP Financial statements do not tell the whole story of a company but there is a ton of information that can be gleaned from them. Is there real organic growth or does the company have to spend too much to keep revenue growing Is the management team disciplined about costs and headcount to avoid the tendency of growing companies to become bloated Does mgmt have a track record of under-promising and over-delivering or is it hard to trust their forward looking statements How is the track record for capital allocation When I first looked at a few sets of financials for AppLovin before" [X Link](https://x.com/stockpickerspb/status/1995893509971476850) 2025-12-02T16:31Z XXX followers, XXX engagements "(2/x) Oh and about the balance sheet. $ADBE's Cash and Investments are roughly the same as in 2017. However total liabilities have nearly TRIPLED. Are these buybacks so great when they have to leverage up the balance sheet to do it" [X Link](https://x.com/stockpickerspb/status/1996369715271479565) 2025-12-04T00:03Z XXX followers, XXX engagements "(3/x) I am not against buybacks. There are some companies that produce more cash than they can invest at a high return. And when the stocks of those companies are depressed buybacks make sense. But BUYBACKS ALONE ARE NOT A BULL CASE In $ADBE's case EPS growth is partially relying on unsustainable buybacks that have compromised the balance sheet and the company's ability to invest strategically elsewhere. If I was an investor I would prefer very aggressive investment in AI innovation and acquisition over buybacks. (Yes I know they tried with Figma and it's unfortunate that it didn't go" [X Link](https://x.com/stockpickerspb/status/1996369717100237222) 2025-12-04T00:03Z XXX followers, XXX engagements "@SuEricGP Yes but also this Unless youre Apple the market will punish such low revenue growth rates. It may have overshot on punishing $PYPL but they have work to do to earn the markets respect and a higher multiple" [X Link](https://x.com/stockpickerspb/status/1996473983865377235) 2025-12-04T06:57Z XXX followers, 3247 engagements "SAAS - Growth vs Valuation Adobe $ADBE Intuit $INTU Autodesk $ADSK At the end of 2023 all X of these companies had similar growth rates of 10%. In the past X years Autodesk and Intuit have accelerated growth significantly while Adobes growth has remained around 10%. However Adobe trades at a much lower valuation. Which do you think performs best over the next X years" [X Link](https://x.com/stockpickerspb/status/1997917869770948915) 2025-12-08T06:35Z XXX followers, XXX engagements "$AVGO Broadcom has the wind at its back and will continue to be a massive AI winner. Earnings in X days. I expect a MAJOR beat and raise" [X Link](https://x.com/stockpickerspb/status/1998620795313238312) 2025-12-10T05:08Z XXX followers, XXX engagements
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@stockpickerspb Alex Invests
Alex Invests posts on X about balance sheet, adobe, $adbe, $adbes the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +313%
- X Month XXXXXX -XX%
Mentions: X #
- X Month XX -XX%
Followers: XXX #
- X Week XXX +6%
- X Month XXX +40%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks technology brands finance
Social topic influence balance sheet #1053, adobe #745, $adbe #137, $adbes #3, applovin, $app, ton, investment, stocks, $pypl
Top accounts mentioned or mentioned by @mrderivatives @qualityinvest5 @alc2022 @martinshkreli @realmoneyblog @michaeljburry @holysmokas @accruedint @joecarlsonshow @oldmammoth69 @ddrapertrades @nietschecapital @kaizeninvestor @grok @forefront1 @realmattmoney @elonmusk @daveyjuice @stockmarketnerd @martychargin
Top assets mentioned Adobe, Inc. (ADBE) Applovin Corporation (APP) PayPal Holdings Inc (PYPL) Intuit Inc. (INTU) Autodesk Inc (ADSK) Broadcom, Inc. (AVGO)
Top Social Posts
Top posts by engagements in the last XX hours
"🚨Adobe Buybacks - WARNING to Investors Many investors celebrate $ADBE as a "buyback machine" and no-brainer Buy. But there are major warning signs. Let's take a look 🧵 (1/x) Adobe has increased buybacks to the point of EXCEEDING Operating Cash Flows. This is not a sustainable way to support EPS growth and the company cannot continue at this pace without putting its balance sheet and financial health in jeopardy"
X Link 2025-12-04T00:03Z XXX followers, 4195 engagements
"$APP Financial statements do not tell the whole story of a company but there is a ton of information that can be gleaned from them. Is there real organic growth or does the company have to spend too much to keep revenue growing Is the management team disciplined about costs and headcount to avoid the tendency of growing companies to become bloated Does mgmt have a track record of under-promising and over-delivering or is it hard to trust their forward looking statements How is the track record for capital allocation When I first looked at a few sets of financials for AppLovin before"
X Link 2025-12-02T16:31Z XXX followers, XXX engagements
"(2/x) Oh and about the balance sheet. $ADBE's Cash and Investments are roughly the same as in 2017. However total liabilities have nearly TRIPLED. Are these buybacks so great when they have to leverage up the balance sheet to do it"
X Link 2025-12-04T00:03Z XXX followers, XXX engagements
"(3/x) I am not against buybacks. There are some companies that produce more cash than they can invest at a high return. And when the stocks of those companies are depressed buybacks make sense. But BUYBACKS ALONE ARE NOT A BULL CASE In $ADBE's case EPS growth is partially relying on unsustainable buybacks that have compromised the balance sheet and the company's ability to invest strategically elsewhere. If I was an investor I would prefer very aggressive investment in AI innovation and acquisition over buybacks. (Yes I know they tried with Figma and it's unfortunate that it didn't go"
X Link 2025-12-04T00:03Z XXX followers, XXX engagements
"@SuEricGP Yes but also this Unless youre Apple the market will punish such low revenue growth rates. It may have overshot on punishing $PYPL but they have work to do to earn the markets respect and a higher multiple"
X Link 2025-12-04T06:57Z XXX followers, 3247 engagements
"SAAS - Growth vs Valuation Adobe $ADBE Intuit $INTU Autodesk $ADSK At the end of 2023 all X of these companies had similar growth rates of 10%. In the past X years Autodesk and Intuit have accelerated growth significantly while Adobes growth has remained around 10%. However Adobe trades at a much lower valuation. Which do you think performs best over the next X years"
X Link 2025-12-08T06:35Z XXX followers, XXX engagements
"$AVGO Broadcom has the wind at its back and will continue to be a massive AI winner. Earnings in X days. I expect a MAJOR beat and raise"
X Link 2025-12-10T05:08Z XXX followers, XXX engagements