#  @Adam__Meinhardt Adam Exponential Adam Exponential posts on X about business, stocks, the world, adobe the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::958584644001255425/interactions)  - [--] Week [------] +1,244% - [--] Month [------] +216% - [--] Months [------] +65,226% ### Mentions: [--] [#](/creator/twitter::958584644001255425/posts_active)  ### Followers: [---] [#](/creator/twitter::958584644001255425/followers)  - [--] Week [---] +5.30% - [--] Month [---] +7.60% - [--] Months [---] +96% ### CreatorRank: [-------] [#](/creator/twitter::958584644001255425/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 31.87% [stocks](/list/stocks) 24.18% [technology brands](/list/technology-brands) 17.58% [cryptocurrencies](/list/cryptocurrencies) 7.69% [fashion brands](/list/fashion-brands) 1.1% [social networks](/list/social-networks) 1.1% [countries](/list/countries) 1.1% [automotive brands](/list/automotive-brands) 1.1% **Social topic influence** [business](/topic/business) 8.79%, [stocks](/topic/stocks) 7.69%, [the world](/topic/the-world) 4.4%, [adobe](/topic/adobe) 4.4%, [$hims](/topic/$hims) #190, [market cap](/topic/market-cap) 4.4%, [bitcoin](/topic/bitcoin) 4.4%, [ai](/topic/ai) 4.4%, [gold](/topic/gold) 4.4%, [wall street](/topic/wall-street) 3.3% **Top accounts mentioned or mentioned by** [@longgameequity](/creator/undefined) [@thelonginvest](/creator/undefined) [@george_dubs_](/creator/undefined) [@georgedubs](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dividenddynasty](/creator/undefined) [@investormexican](/creator/undefined) [@borgcryptos](/creator/undefined) [@silversanta](/creator/undefined) [@stealthqe4](/creator/undefined) [@libertyoffense](/creator/undefined) [@arthurmacwaters](/creator/undefined) [@rosshendricks](/creator/undefined) [@jakewujastyk](/creator/undefined) [@holysmokas](/creator/undefined) [@cryptogodjohn](/creator/undefined) [@tradingaxe](/creator/undefined) [@cryptowizardd](/creator/undefined) [@alc2022](/creator/undefined) [@mmatters22596](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [Klarna Group plc (KLAR)](/topic/klarna) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Adobe, Inc. (ADBE)](/topic/$adbe) [ANyONe Protocol (ANYONE)](/topic/$anyone) [Duolingo, Inc. (DUOL)](/topic/$duol) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Walmart, Inc. (WMT)](/topic/$wmt) [Aethir (ATH)](/topic/aethir) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "@QualityInvest5 AVs haven't rolled out yet in mass. Trailing indicator" [X Link](https://x.com/Adam__Meinhardt/status/2019145722226979138) 2026-02-04T20:27Z [---] followers, [---] engagements "@LongGameEquity Take a look at the monthly chart looks like it wants to test the [---] MMA which coincidentally would have the stock trading at 10x forward earnings. The last time it tested the 200MMA was the financial crisis lol" [X Link](https://x.com/Adam__Meinhardt/status/2021747158911783060) 2026-02-12T00:44Z [---] followers, [--] engagements "The video was about PayPal's buybacks and capital efficiency not a deep dive into all areas of the business. PayPal is now guiding for negative GAAP EPS growth in [----] and MAAs only grew 1% in Q4. I also said the stock was oversold and due for a bounce but perhaps you missed that nuance. I'm curious to know what your average is and what your growth projections are https://twitter.com/i/web/status/2021719674786853120 https://twitter.com/i/web/status/2021719674786853120" [X Link](https://x.com/Adam__Meinhardt/status/2021719674786853120) 2026-02-11T22:55Z [---] followers, [--] engagements "That's true however Klarna is the global leader in BNPL based on revenue. An acquisition could potentially solidify PayPal's overall market position. I'm sure there are many reasons as to why an acquisition wouldn't make sense however I wanted to explore other capital strategies beyond buybacks https://twitter.com/i/web/status/2021722277063037363 https://twitter.com/i/web/status/2021722277063037363" [X Link](https://x.com/Adam__Meinhardt/status/2021722277063037363) 2026-02-11T23:05Z [---] followers, [--] engagements "@George_Dubs_ That's true. However I wanted to analyze the big picture. PayPal does have a few growth levers but as of now they are quite small and aren't having much of an impact on the numbers as a whole" [X Link](https://x.com/Adam__Meinhardt/status/2021724488727941379) 2026-02-11T23:14Z [---] followers, [--] engagements "@George_Dubs_ Reminds me of when Alex Chriss said a while back that PayPal was about to "shock the world" lol. I'll research more into the ads business though.seems interesting" [X Link](https://x.com/Adam__Meinhardt/status/2021728123620897072) 2026-02-11T23:28Z [---] followers, [--] engagements "@George_Dubs_ What I meant is that these businesses aren't currently moving the needle therefore they are a bit too speculative for me at least. If they do begin to move the needle I would be willing to adjust my thesis" [X Link](https://x.com/Adam__Meinhardt/status/2021729605594296357) 2026-02-11T23:34Z [---] followers, [--] engagements "@LongGameEquity Getting very close to fair value to slightly undervalued. Adobe was trading at a ridiculous PE several years ago and is now coming back down to earth" [X Link](https://x.com/Adam__Meinhardt/status/2021739199607590979) 2026-02-12T00:12Z [---] followers, [--] engagements "@LongGameEquity The more nutty the better when you dont have any shares yet haha" [X Link](https://x.com/Adam__Meinhardt/status/2021756919317229730) 2026-02-12T01:23Z [---] followers, [--] engagements "Why doesn't $PYPL just buy $KLAR PayPal is generating [--] billion in free cashflow and Klarna currently sits at a MC of [---] billion Would solve their growth problem without any major damage to the balance sheet. Put the cash to work instead of burning it on buybacks" [X Link](https://x.com/anyuser/status/2018894561926684834) 2026-02-04T03:49Z [---] followers, [----] engagements "$GOOGL Nice beat on both the top and bottom line but CAPEX will be exploding to [---] billion from [--] billion last year" [X Link](https://x.com/Adam__Meinhardt/status/2019160955448447288) 2026-02-04T21:27Z [---] followers, [---] engagements "$Uber bulls are missing the big picture. Why would a solo female rider get into a car with a random stranger at [--] AM when an autonomous vehicle is an option Eventually the "stranger in a car" operating standard will be seen as archaic" [X Link](https://x.com/anyuser/status/2019879297855680932) 2026-02-06T21:02Z [---] followers, [---] engagements "What's $hims worth without its strongest growth lever Was priced for perfection now the day of reckoning has arrived Don't mess around with the DOJ. Who knows how many other laws have been violated by these overly aggressive executives" [X Link](https://x.com/Adam__Meinhardt/status/2020134022957936760) 2026-02-07T13:54Z [---] followers, [---] engagements "$WMT Crazy to see the stock pushing up to a decade high forward multiple Pretty limited upside here long term but wall street is chasing predictable cashflows in the short/mid term it seems 1.4% FCF yield.hard pass for me" [X Link](https://x.com/Adam__Meinhardt/status/2020137496869282103) 2026-02-07T14:08Z [---] followers, [--] engagements "$HIMS Slapping your brand on a bunch of generic drugs and breaking laws in the process. Great business model. They are nothing more than a marketing company. Zero moat and it's a race to the bottom They can certainly achieve parabolic growth in the short term through various verticals (which they have) but over the longterm bigger players will eat their lunch" [X Link](https://x.com/Adam__Meinhardt/status/2020139017212223900) 2026-02-07T14:14Z [---] followers, [---] engagements "Software has never been this cheap. Lots of money to be made if you can identify the winners here" [X Link](https://x.com/Adam__Meinhardt/status/2020142073920311672) 2026-02-07T14:26Z [---] followers, [--] engagements "Not what you want to see as an investor. $HIMS has shifted from a rapid growth stock with a strong humanitarian message to one picking fights with big pharma and the DOJ. The weight loss niche was their most significant growth lever and now that's completely out the window. They are doubling down on the humanitarian angle in an attempt to hold the moral high ground but I invest in companies that grow earnings and free cash flow.not "cute" stories about virtue If they were willing to exploit a gray area for growth who knows where else theyve cut corners It may just be Novo today but what else" [X Link](https://x.com/Adam__Meinhardt/status/2020901873578844373) 2026-02-09T16:45Z [---] followers, [---] engagements "Classic retail investors FOMOing a precise generational top in precious metals. The inflation narrative was alive and well for [--] years before the exponential phase of the bull market. There was plenty of time to build up a position but retail needed to see number go up before buying into the debasement trade See yall at the cost of production soon ($17) https://twitter.com/i/web/status/2020916041652527439 https://twitter.com/i/web/status/2020916041652527439" [X Link](https://x.com/Adam__Meinhardt/status/2020916041652527439) 2026-02-09T17:41Z [---] followers, [--] engagements "Retail investors love a good story. They often pour capital into companies they perceive will "change the world" while ignoring fundamental metrics like P/E ratios or Price-to-FCF. The prevailing logic is that valuation doesn't matter if a $5 billion market cap company is destined to hit $100 billion. The problem however is that high-multiple stocks eventually face a day of reckoning: one only needs to look at the recent volatility in names like $HIMS or $DUOL. Retail also tends to mistake hyper-growth for a "moat" or a unique selling point. In reality these small-cap companies inevitably hit" [X Link](https://x.com/Adam__Meinhardt/status/2020923015341711730) 2026-02-09T18:09Z [---] followers, [---] engagements "If all of your positions match the holdings of the influencers you follow don't call yourself an investor" [X Link](https://x.com/Adam__Meinhardt/status/2020926346944446738) 2026-02-09T18:22Z [---] followers, [--] engagements "$ADBE is currently challenging the covid capitulation lows. Wild" [X Link](https://x.com/Adam__Meinhardt/status/2022020516337660389) 2026-02-12T18:50Z [---] followers, [---] engagements "@DividendDynasty Don't use the phony non GAAP forward PE to value Adobe. The GAAP forward PE is still 14.5" [X Link](https://x.com/Adam__Meinhardt/status/2022467319658840516) 2026-02-14T00:25Z [---] followers, 21.8K engagements "@InvestorMexican @DividendDynasty Exactly TTM earnings are always in GAAP but the forward is non GAAP. This distorts the numbers making certain stocks look like theyre about to get very cheap. Lots of retail investors miss this nuance" [X Link](https://x.com/Adam__Meinhardt/status/2022472286100689066) 2026-02-14T00:45Z [---] followers, [---] engagements "Coreweave sitting at a 20b market cap (all hyped up) while institution backed crypto projects doing the exact same thing sit at a tiny tiny MC. IO Net & Aethir. Nobody is watching" [X Link](https://x.com/Adam__Meinhardt/status/1915124808624537856) 2025-04-23T19:25Z [--] followers, [--] engagements "Keep buying AI hype at record valuations. Ill take BABA. Same growth 1/3 the price zero retail FOMO premium" [X Link](https://x.com/Adam__Meinhardt/status/1954283594626552153) 2025-08-09T20:48Z [---] followers, [--] engagements "@Silver__Santa Earnings reports dont matter for mining stocks in this way. The price of the underlying commodity gets priced in as they fluctuate. Production results / ACOS is what actually matters" [X Link](https://x.com/Adam__Meinhardt/status/1979600423200739762) 2025-10-18T17:28Z [---] followers, [--] engagements "@StealthQE4 Stocks are just following the M2 money supply liquidity driven not real economic strength" [X Link](https://x.com/Adam__Meinhardt/status/1979383364022079712) 2025-10-18T03:05Z [---] followers, [----] engagements "Imagine aping gold right now at ATHs Very limited upside I entered the trade back in [----] That was the correct time to buy" [X Link](https://x.com/Adam__Meinhardt/status/1979387634360230097) 2025-10-18T03:22Z [---] followers, [---] engagements "@LibertyOffense This is what every gold bug says at the peak of the bull market then they get rekt for [--] years" [X Link](https://x.com/Adam__Meinhardt/status/1979936246014136484) 2025-10-19T15:42Z [---] followers, [---] engagements "What many investors don't understand about the market (especially retail) is that strong fundamentals don't necessarily make for a great trade. I see many retails investors FOMOing into the #gold trade because of the obvious bullish case around monetary debasement and strong central bank buying. What they are missing is this key element: "trade saturation" The fundamentals can be red hot screaming that you should buy but if the bullish news has reached peak awareness the trade has reached it's saturation point. When the saturation point is reached for a particular narrative that's when you" [X Link](https://x.com/Adam__Meinhardt/status/1980340458652860875) 2025-10-20T18:28Z [---] followers, [---] engagements "@ArthurMacwaters Home Depot on this list is crazy" [X Link](https://x.com/Adam__Meinhardt/status/1980427659160277199) 2025-10-21T00:15Z [---] followers, [--] engagements "I believe the charts demonstrate how gold rises during market uncertainty which is bearish for bitcoin. When that uncertainty dissipates gold sells off and then bitcoin rises. There is a reasonable argument to be made that gold has peaked and the fear surrounding the economy may have also peaked Any good economic data at this point should be bearish for gold thus bullish for bitcoin" [X Link](https://x.com/Adam__Meinhardt/status/1982136533030219961) 2025-10-25T17:25Z [---] followers, [---] engagements "Thats true however the competitive landscape has change drastically for the company the last few years. Many consumers are opting for newer more trendy brands that have leveraged social media and DTC sales channels. This has put pressure on $LULU stock Clothing brands come and go most fail to create a long term legacy like Ralph Lauren for example" [X Link](https://x.com/Adam__Meinhardt/status/1982145267525628337) 2025-10-25T18:00Z [---] followers, [----] engagements "@Ross__Hendricks The argument about there only being 25% upside is incorrect. That would assume a growth rate of zero which of course is not the case. Stocks could theoretically run much higher without the P/E ratio even moving. It all depends on growth" [X Link](https://x.com/Adam__Meinhardt/status/1982589607977038294) 2025-10-26T23:26Z [---] followers, [----] engagements "@Jake__Wujastyk Selling covered calls only makes sense on a stock that is trading in a firmly established accumulation range. You can collect your premium before the ultimate breakout of the range. Use $PYPL for reference" [X Link](https://x.com/Adam__Meinhardt/status/1982972191432986706) 2025-10-28T00:46Z [---] followers, [---] engagements "1. Rate cuts confirmed [--]. End of QT imminent [--]. Trade tensions easing [--]. WW [--] canceled [--]. Gold selling off Next up the euphoric stage of this bull market Risk assets are about to catch a generational bid" [X Link](https://x.com/Adam__Meinhardt/status/1983251011931115610) 2025-10-28T19:14Z [---] followers, [--] engagements "Palantir is a generational short if you can time it right" [X Link](https://x.com/Adam__Meinhardt/status/1983256433287160108) 2025-10-28T19:35Z [---] followers, [--] engagements "Crypto investors are under the impression that arbitrary TA metrics like the [--] day MA are the end all be all. Endless examples of high profile accounts calling for the end of the bull market if $bitcoin gets a close below on the weekly. They simply say this because in the past that happened to be the case However markets are never this linear and such analysis is routed in pattern bias There are countless examples of other large assets breaking the [--] but pushing to all time highs shortly after If we do break below on the weekly that could end up being the biggest bear trap in history" [X Link](https://x.com/Adam__Meinhardt/status/1986526600129867896) 2025-11-06T20:10Z [---] followers, [--] engagements "If we get a couple closes below the weekly [--] SMA that will be the bottom of this correction. Everyone is screaming the end of the bull market if that happens (crypto winter) There will be no sellers left as those left will capitulate Massive bear trap" [X Link](https://x.com/Adam__Meinhardt/status/1986583796221632612) 2025-11-06T23:57Z [---] followers, [--] engagements "@HolySmokas What about the million you lost on TTCF Not to mention Oatly Planet [--] etc. The returns reflected here don't reflect those loses. How convenient" [X Link](https://x.com/Adam__Meinhardt/status/1986926798370910660) 2025-11-07T22:40Z [---] followers, [----] engagements "Over the years Jermey has lost MILLIONS on bad preforming stocks. He conveniently disposes these train wrecks in order to sugar coat his portfolio making it look like he's had massive success He also continuously adds cash to this account artificially juicing the numbers. Very dishonest" [X Link](https://x.com/Adam__Meinhardt/status/1986928269019787393) 2025-11-07T22:46Z [---] followers, [--] engagements "@CryptoGodJohn Hey @CryptoGodJohn any thoughts on $ANYONE" [X Link](https://x.com/Adam__Meinhardt/status/1986947283590484409) 2025-11-08T00:02Z [---] followers, [---] engagements "@trading_axe Is it really a privacy trade or simply and dino coin trade" [X Link](https://x.com/Adam__Meinhardt/status/1986971403317330413) 2025-11-08T01:37Z [---] followers, [---] engagements "@CryptoWizardd $anyone" [X Link](https://x.com/Adam__Meinhardt/status/1987304279799972203) 2025-11-08T23:40Z [---] followers, [--] engagements "@alc2022 Fundamentally sound business that's undergoing a short-mid term valuation reset. Completely normal and heathy" [X Link](https://x.com/Adam__Meinhardt/status/1988003294426317268) 2025-11-10T21:58Z [---] followers, [----] engagements "@MMatters22596 JD is in a great position to reward early buyers here but the stock will likely trade in its current range until margins improve. Growth isn't strong enough for wall street to overlook the investments they're making in food delivery. This is a multi year play" [X Link](https://x.com/Adam__Meinhardt/status/1989395148263096648) 2025-11-14T18:08Z [---] followers, [---] engagements "@TheLongInvest The cash was likely built up for the new management after Buffett exits. I don't think it's as deep as people claim" [X Link](https://x.com/Adam__Meinhardt/status/1989396754585006217) 2025-11-14T18:15Z [---] followers, [---] engagements "@dhan_dho @CastilloTrading No that's simply pattern bias. Bitcoin doesn't magically go into a bear market every [--] years "just because". People are trying to extract meaning through a meaningless statistic. Liquidity is what drives bull markets and we're about to see a wall of it" [X Link](https://x.com/Adam__Meinhardt/status/1989490753295278319) 2025-11-15T00:28Z [---] followers, [--] engagements "What I'm saying is that the bull market did not end simply because a certain amount of time went by. Believing so is sloppy obtuse analysis which is nothing but pattern bias Crypto has only been around for [--] major cycles which is far too limited of a data set to make such conclusions Imagine a scenario where for the next [---] years every cycle ended exactly [--] years in. Such precision would be nearly statistically impossible as nothing in financial history has ever been that linear If it were truly that simple everyone in crypto would become billionaires as the market would be 100% predictable" [X Link](https://x.com/Adam__Meinhardt/status/1989819605964001304) 2025-11-15T22:15Z [---] followers, [--] engagements "You're correct about past bull markets but why do you assume this one will be the same This cycle has thousands of variables and data points that are completely unique relative to past cycles. Several weeks ago crypto twitter was creaming to buy because October has historically been bullish. That didn't play out. Now everyone is screaming to sell because we're in the 4th year of the cycle. These are all just patterns not astute analysis" [X Link](https://x.com/Adam__Meinhardt/status/1989827472980947047) 2025-11-15T22:46Z [---] followers, [--] engagements "@kyledoops December rate cut being rugged" [X Link](https://x.com/Adam__Meinhardt/status/1990096967737684267) 2025-11-16T16:37Z [---] followers, [--] engagements "Dont lose sight of what really matters The bull ended last time because the FED started aggressively siphoning money out of the system Not because of arbitrary metrics like the [--] years cycle Dont let pattern bias stop you from creating generational wealth" [X Link](https://x.com/Adam__Meinhardt/status/1991296204144017782) 2025-11-20T00:03Z [---] followers, [--] engagements "$HIMS is a marketing company with no IP or clear moat. Many other companies are replicating their business model while undercutting their prices. Just google any of their offerings and you will find ad after ad by competitors offering the same treatment for the same price or less $DUOL may be better as they are the clear leader in their space but you have to be mindful that apps like them come and go. People use them for a while tell their friends but eventually go on to get bored. In my opinion it's too soon to tell if they are simply a fad. The slowing growth is definitely a red flag $AMZN" [X Link](https://x.com/Adam__Meinhardt/status/1991330970004246617) 2025-11-20T02:21Z [---] followers, [---] engagements "@cryptosymbiiote Trend lines break new trend lines begin. This is incredible obtuse. Fundamentals create bull markets not squiggly lines" [X Link](https://x.com/Adam__Meinhardt/status/1991368110973284419) 2025-11-20T04:48Z [---] followers, [---] engagements "@thexcapitalist Not a single person has canceled their creative cloud subscription for Gemini nor has it even crossed their minds" [X Link](https://x.com/Adam__Meinhardt/status/1991370259601986046) 2025-11-20T04:57Z [---] followers, [---] engagements "@WallStreetMav Eliminate taxes on capital gains" [X Link](https://x.com/Adam__Meinhardt/status/1991373054447087631) 2025-11-20T05:08Z [---] followers, [--] engagements "@Borg_Cryptos That happens even in a bull market" [X Link](https://x.com/Adam__Meinhardt/status/1991373455401578922) 2025-11-20T05:10Z [---] followers, [--] engagements "@Borg_Cryptos 800% is an average daily gain when the bulls take over" [X Link](https://x.com/Adam__Meinhardt/status/1991374829786747097) 2025-11-20T05:15Z [---] followers, [---] engagements "Is anyone talking about $CRCL right now Dont overlook this one" [X Link](https://x.com/Adam__Meinhardt/status/1991376973248229734) 2025-11-20T05:24Z [---] followers, [---] engagements "How do you reconcile the slowing user growth Certain apps get popular for a while people eventually get bored and move on. Something to consider. The forward PE currently sits at [--] and 28x fiscal [--] estimates. Lots of growth has already been priced in making $DUOL a high risk bet on the future" [X Link](https://x.com/Adam__Meinhardt/status/1991586019884367957) 2025-11-20T19:14Z [---] followers, [--] engagements "@intocryptoverse "Bitcoin has always topped in Q4 of the post halving year" is not a valid argument. It ignores basic fundamentals while relying simply on patterns. Study pattern recognition bias. Markets are far too complex for such indicators to have any true relevance" [X Link](https://x.com/Adam__Meinhardt/status/1991710427663986804) 2025-11-21T03:29Z [---] followers, [----] engagements "@Innerdevcrypto Because that ignores basic fundamentals. Relying on coincidences is not productive analysis. Do you really believe that every bull market in the future will magically end exactly [----] days in Believing that would make you an unserious person" [X Link](https://x.com/Adam__Meinhardt/status/1991962332713586708) 2025-11-21T20:10Z [---] followers, [---] engagements "@IncomeSharks @pepemoonboy $meta is an advertising play and an absolute cash cow" [X Link](https://x.com/Adam__Meinhardt/status/1992046428563091767) 2025-11-22T01:44Z [---] followers, [---] engagements "$PATH The true value of AI will be the build out of automations on the enterprise level unlocking real value for corporations The first wave of the AI run has been mostly chips and energy the next wave will be the application of cost saving initiatives driven by AI lead productivity (agents). I believe $PATH is at the forefront of this emerging trend. The stock is still down massively from its ATH trading nicely in accumulation with a forward PE of only [--] Strong KPIs across the board and a beat on both the top and bottom line This setup is a no brainer from my stand point You can position" [X Link](https://x.com/Adam__Meinhardt/status/1996359424080761230) 2025-12-03T23:22Z [---] followers, [---] engagements "$PATH The agentic automation trend is just beginning. On the quarterly you can see the business bottomed in Q1. Enterprise clients are now discovering the value of this emerging technology. Just image where the stock will be trading when growth rates continue to accelerate" [X Link](https://x.com/Adam__Meinhardt/status/1996683316553306218) 2025-12-04T20:49Z [---] followers, [---] engagements "@TheLongInvest $BIDU still has a lot of work to do on the fundamental side. They recently got a little AI bump but their core business is still weak" [X Link](https://x.com/Adam__Meinhardt/status/1996975221631250875) 2025-12-05T16:09Z [---] followers, [---] engagements "So many investors try to analyze business like Adobe without having a true understanding of the actual products that they sell. If you are a professional using creative cloud products you would laugh at the idea of using ChatGPT or Gemini to create commercial grade deliveries for your clients. $ADBE" [X Link](https://x.com/Adam__Meinhardt/status/1997018310337057150) 2025-12-05T19:00Z [---] followers, [--] engagements "$PATH The business has clearly turned the corner. Enterprise level automations are about to be the standard for corporate level clerical work" [X Link](https://x.com/Adam__Meinhardt/status/1997352633778991367) 2025-12-06T17:09Z [---] followers, [---] engagements "@TheLongInvest The last precious metal bull market/blow off top ended in [----]. That marked the beginning of a massive bull market in risk assets as opposed to a macro bull market end. The opposite of what youre saying could be true" [X Link](https://x.com/Adam__Meinhardt/status/2003565301976428545) 2025-12-23T20:36Z [---] followers, [---] engagements "@TheLongInvest The ISM consumer sentiment and global liquidity would indicate the opposite. Study the blow off top in gold back in [----]. That marked the beginning of a massive economic expansion and rotation into risk assets. You may have this backwards" [X Link](https://x.com/Adam__Meinhardt/status/2003628855450567104) 2025-12-24T00:48Z [---] followers, [---] engagements "@patientinvestt @Wiseman_Cap NU and Tencent are solid" [X Link](https://x.com/Adam__Meinhardt/status/2004281960848675287) 2025-12-25T20:03Z [---] followers, [---] engagements "@TheLongInvest No data supports this thesis. Retail investors rushing to buy silver after a big move up in gold is a text book move in a precious metal bull market. We've seen this movie many times" [X Link](https://x.com/Adam__Meinhardt/status/2004592669037899890) 2025-12-26T16:38Z [---] followers, [----] engagements "Don't buy into the narrative that #silver is in a supply shortage. Mine production is in a surplus relative to industrial demand. The current "deficit" is a direct result of low information retail investors trying to "get rich" FOMOing the top of a decade long bull market in precious metals https://twitter.com/i/web/status/2004595146071937231 https://twitter.com/i/web/status/2004595146071937231" [X Link](https://x.com/Adam__Meinhardt/status/2004595146071937231) 2025-12-26T16:48Z [---] followers, [----] engagements "@TheApeOfGoldST The cost of production relative to the current silver price will tell you all you need to know about where the bull market stands. Silver exists in abundance not to mention all the above ground supply that will begin to flood the market as prices rise" [X Link](https://x.com/Adam__Meinhardt/status/2004624041433501696) 2025-12-26T18:43Z [---] followers, [---] engagements "A very interesting piece of data that isnt getting the attention it deserves US stocks have greatly underperformed the rest of the world this year Although the market posted great returns sentiment was quite bearish throughout the year. Wall Street piled into the few names that had positive AI tailwinds but most of the market was left behind resulting in this broad underperformance on the global stage. In [----] I believe Wall Street sentiment will improve creating a wider distribution of capital flows throughout the market. This flattening of capital concentration will likely benefit small and" [X Link](https://x.com/Adam__Meinhardt/status/2005726197863571773) 2025-12-29T19:42Z [---] followers, [--] engagements "$BABA is still able to post double digit revenue growth despite poor consumer sentiment in China. Just imagine where the stock will be trading when the Chinese economy improves. Investors love to talk about risk whilst ignoring the long term upside. Those who stay long will capture this obvious upside over the coming years https://twitter.com/i/web/status/2006123893694620066 https://twitter.com/i/web/status/2006123893694620066" [X Link](https://x.com/Adam__Meinhardt/status/2006123893694620066) 2025-12-30T22:03Z [---] followers, [---] engagements "@MENAUnleashed No this slows down the progression towards WW3" [X Link](https://x.com/Adam__Meinhardt/status/2007555888014631364) 2026-01-03T20:53Z [---] followers, [---] engagements "@iowahawkblog The might of the US military. They would if they could but they can't. The world is controlled by those who hold the power" [X Link](https://x.com/Adam__Meinhardt/status/2008348537466110422) 2026-01-06T01:22Z [---] followers, [--] engagements "@CryptoKid Youre saying this a year after most alts started their decline. You werent right about there being an alt season then so why would you be right about an incoming bear market" [X Link](https://x.com/Adam__Meinhardt/status/2014087139441434647) 2026-01-21T21:26Z [---] followers, [---] engagements "@QualityInvest5 Disruption takes time. If Adobe goes on to lose to generative AI it wont begin to show up in the numbers for at least another few quarters or so" [X Link](https://x.com/Adam__Meinhardt/status/2014832310525321459) 2026-01-23T22:47Z [---] followers, [--] engagements "@GodsBurnt Zoom the chart out and stop spreading fear" [X Link](https://x.com/Adam__Meinhardt/status/2016329242842181891) 2026-01-28T01:55Z [---] followers, [---] engagements "@barkmeta Sure gold trading at a market cap larger than the entire global economy makes perfect sense" [X Link](https://x.com/Adam__Meinhardt/status/2016646578916708691) 2026-01-28T22:56Z [---] followers, [---] engagements "$TSLA is losing its ground on the global stage. It's mind boggling to me how the stock is able to maintain a valuation of 200x forward earnings. The cult of retail investors have lost their grounding in reality banking on the future of robotics and self driving Even if these businesses manifest into fruition it will be years before we see any meaningful contribution to free cashflow Who knows it may all work out but hope is an investing strategy that tends to destroy more wealth than it creates A high flyer like Tesla could easily see a 70% correction before the next aggressive leg to the" [X Link](https://x.com/Adam__Meinhardt/status/2007156708385132934) 2026-01-02T18:27Z [---] followers, [---] engagements "The Russell has just outperformed the S&P for the 11th consecutive session. This is the longest streak of outperformance since [----]. The rotation out of big tech is just beginning Next to run will be risk assets" [X Link](https://x.com/Adam__Meinhardt/status/2012384195142648259) 2026-01-17T04:39Z [---] followers, [--] engagements "Friendly reminder that the average cost to produce an ounce of silver is around [--] dollars. The mean reversion will be rapid when this historic bubble corrects" [X Link](https://x.com/anyuser/status/2016177550695801016) 2026-01-27T15:52Z [---] followers, [---] engagements "The apathy of the American consumer is what is driving the flood of retail capital into precious metals. Ironically the best time to buy metals is when fear is obsolete and to sell when fear is abundant. Metals are a magnet for economic doomerism and uncertainty but buying when the price has already risen to heights never seen before defeats the very purpose of the "hedge" in itself. Buying now is like trying to buy insurance as your house is burning down https://twitter.com/i/web/status/2016227025800069574 https://twitter.com/i/web/status/2016227025800069574" [X Link](https://x.com/anyuser/status/2016227025800069574) 2026-01-27T19:09Z [---] followers, [--] engagements "Incredibly shocking piece of data" [X Link](https://x.com/Adam__Meinhardt/status/2016227836726829067) 2026-01-27T19:12Z [---] followers, [---] engagements "The current market cap of gold is now larger than the entire GDP of the US" [X Link](https://x.com/anyuser/status/2016662987642142963) 2026-01-29T00:01Z [---] followers, [--] engagements "Study the last [--] major bull markets in precious metals. All three went parabolic and peaked right before a massive economic expansion. The parabolic stage marks the end of a period of economic weakness and fear within the economy not the beginning" [X Link](https://x.com/anyuser/status/2016668477155684605) 2026-01-29T00:23Z [---] followers, [---] engagements "Notice how Peter Schiff is now claiming victory as opposed to yelling at people to buy gold and silver" [X Link](https://x.com/Adam__Meinhardt/status/2016668840189428121) 2026-01-29T00:24Z [---] followers, [---] engagements "$HUYA A small cap Chinese stock that has been badly beaten down the last few years Everything bad that could happen happened But there appears to be light at the end of the tunnel Growth is beginning to re-accelerate after years of decline due to strong advertising growth on their platform The interesting thing about HUYA is that they are a cash rich company (zero debt) The current market cap is 670M but the enterprise value sits at only [--] million with zero cash burn This is a very unique deep value play You almost never see such a discrepancy without value being eroding rapidly HUYA is" [X Link](https://x.com/Adam__Meinhardt/status/1996980511541993782) 2025-12-05T16:30Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Adam__Meinhardt Adam Exponential
Adam Exponential posts on X about business, stocks, the world, adobe the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +1,244%
- [--] Month [------] +216%
- [--] Months [------] +65,226%
Mentions: [--] #
Followers: [---] #
- [--] Week [---] +5.30%
- [--] Month [---] +7.60%
- [--] Months [---] +96%
CreatorRank: [-------] #
Social Influence
Social category influence finance 31.87% stocks 24.18% technology brands 17.58% cryptocurrencies 7.69% fashion brands 1.1% social networks 1.1% countries 1.1% automotive brands 1.1%
Social topic influence business 8.79%, stocks 7.69%, the world 4.4%, adobe 4.4%, $hims #190, market cap 4.4%, bitcoin 4.4%, ai 4.4%, gold 4.4%, wall street 3.3%
Top accounts mentioned or mentioned by @longgameequity @thelonginvest @george_dubs_ @georgedubs @qualityinvest5 @dividenddynasty @investormexican @borgcryptos @silversanta @stealthqe4 @libertyoffense @arthurmacwaters @rosshendricks @jakewujastyk @holysmokas @cryptogodjohn @tradingaxe @cryptowizardd @alc2022 @mmatters22596
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) UiPath, Inc. (PATH) Klarna Group plc (KLAR) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Adobe, Inc. (ADBE) ANyONe Protocol (ANYONE) Duolingo, Inc. (DUOL) Uber Technologies, Inc. (UBER) Walmart, Inc. (WMT) Aethir (ATH) Lululemon Athletica Inc (LULU) Circle Internet Group, Inc. (CRCL) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"@QualityInvest5 AVs haven't rolled out yet in mass. Trailing indicator"
X Link 2026-02-04T20:27Z [---] followers, [---] engagements
"@LongGameEquity Take a look at the monthly chart looks like it wants to test the [---] MMA which coincidentally would have the stock trading at 10x forward earnings. The last time it tested the 200MMA was the financial crisis lol"
X Link 2026-02-12T00:44Z [---] followers, [--] engagements
"The video was about PayPal's buybacks and capital efficiency not a deep dive into all areas of the business. PayPal is now guiding for negative GAAP EPS growth in [----] and MAAs only grew 1% in Q4. I also said the stock was oversold and due for a bounce but perhaps you missed that nuance. I'm curious to know what your average is and what your growth projections are https://twitter.com/i/web/status/2021719674786853120 https://twitter.com/i/web/status/2021719674786853120"
X Link 2026-02-11T22:55Z [---] followers, [--] engagements
"That's true however Klarna is the global leader in BNPL based on revenue. An acquisition could potentially solidify PayPal's overall market position. I'm sure there are many reasons as to why an acquisition wouldn't make sense however I wanted to explore other capital strategies beyond buybacks https://twitter.com/i/web/status/2021722277063037363 https://twitter.com/i/web/status/2021722277063037363"
X Link 2026-02-11T23:05Z [---] followers, [--] engagements
"@George_Dubs_ That's true. However I wanted to analyze the big picture. PayPal does have a few growth levers but as of now they are quite small and aren't having much of an impact on the numbers as a whole"
X Link 2026-02-11T23:14Z [---] followers, [--] engagements
"@George_Dubs_ Reminds me of when Alex Chriss said a while back that PayPal was about to "shock the world" lol. I'll research more into the ads business though.seems interesting"
X Link 2026-02-11T23:28Z [---] followers, [--] engagements
"@George_Dubs_ What I meant is that these businesses aren't currently moving the needle therefore they are a bit too speculative for me at least. If they do begin to move the needle I would be willing to adjust my thesis"
X Link 2026-02-11T23:34Z [---] followers, [--] engagements
"@LongGameEquity Getting very close to fair value to slightly undervalued. Adobe was trading at a ridiculous PE several years ago and is now coming back down to earth"
X Link 2026-02-12T00:12Z [---] followers, [--] engagements
"@LongGameEquity The more nutty the better when you dont have any shares yet haha"
X Link 2026-02-12T01:23Z [---] followers, [--] engagements
"Why doesn't $PYPL just buy $KLAR PayPal is generating [--] billion in free cashflow and Klarna currently sits at a MC of [---] billion Would solve their growth problem without any major damage to the balance sheet. Put the cash to work instead of burning it on buybacks"
X Link 2026-02-04T03:49Z [---] followers, [----] engagements
"$GOOGL Nice beat on both the top and bottom line but CAPEX will be exploding to [---] billion from [--] billion last year"
X Link 2026-02-04T21:27Z [---] followers, [---] engagements
"$Uber bulls are missing the big picture. Why would a solo female rider get into a car with a random stranger at [--] AM when an autonomous vehicle is an option Eventually the "stranger in a car" operating standard will be seen as archaic"
X Link 2026-02-06T21:02Z [---] followers, [---] engagements
"What's $hims worth without its strongest growth lever Was priced for perfection now the day of reckoning has arrived Don't mess around with the DOJ. Who knows how many other laws have been violated by these overly aggressive executives"
X Link 2026-02-07T13:54Z [---] followers, [---] engagements
"$WMT Crazy to see the stock pushing up to a decade high forward multiple Pretty limited upside here long term but wall street is chasing predictable cashflows in the short/mid term it seems 1.4% FCF yield.hard pass for me"
X Link 2026-02-07T14:08Z [---] followers, [--] engagements
"$HIMS Slapping your brand on a bunch of generic drugs and breaking laws in the process. Great business model. They are nothing more than a marketing company. Zero moat and it's a race to the bottom They can certainly achieve parabolic growth in the short term through various verticals (which they have) but over the longterm bigger players will eat their lunch"
X Link 2026-02-07T14:14Z [---] followers, [---] engagements
"Software has never been this cheap. Lots of money to be made if you can identify the winners here"
X Link 2026-02-07T14:26Z [---] followers, [--] engagements
"Not what you want to see as an investor. $HIMS has shifted from a rapid growth stock with a strong humanitarian message to one picking fights with big pharma and the DOJ. The weight loss niche was their most significant growth lever and now that's completely out the window. They are doubling down on the humanitarian angle in an attempt to hold the moral high ground but I invest in companies that grow earnings and free cash flow.not "cute" stories about virtue If they were willing to exploit a gray area for growth who knows where else theyve cut corners It may just be Novo today but what else"
X Link 2026-02-09T16:45Z [---] followers, [---] engagements
"Classic retail investors FOMOing a precise generational top in precious metals. The inflation narrative was alive and well for [--] years before the exponential phase of the bull market. There was plenty of time to build up a position but retail needed to see number go up before buying into the debasement trade See yall at the cost of production soon ($17) https://twitter.com/i/web/status/2020916041652527439 https://twitter.com/i/web/status/2020916041652527439"
X Link 2026-02-09T17:41Z [---] followers, [--] engagements
"Retail investors love a good story. They often pour capital into companies they perceive will "change the world" while ignoring fundamental metrics like P/E ratios or Price-to-FCF. The prevailing logic is that valuation doesn't matter if a $5 billion market cap company is destined to hit $100 billion. The problem however is that high-multiple stocks eventually face a day of reckoning: one only needs to look at the recent volatility in names like $HIMS or $DUOL. Retail also tends to mistake hyper-growth for a "moat" or a unique selling point. In reality these small-cap companies inevitably hit"
X Link 2026-02-09T18:09Z [---] followers, [---] engagements
"If all of your positions match the holdings of the influencers you follow don't call yourself an investor"
X Link 2026-02-09T18:22Z [---] followers, [--] engagements
"$ADBE is currently challenging the covid capitulation lows. Wild"
X Link 2026-02-12T18:50Z [---] followers, [---] engagements
"@DividendDynasty Don't use the phony non GAAP forward PE to value Adobe. The GAAP forward PE is still 14.5"
X Link 2026-02-14T00:25Z [---] followers, 21.8K engagements
"@InvestorMexican @DividendDynasty Exactly TTM earnings are always in GAAP but the forward is non GAAP. This distorts the numbers making certain stocks look like theyre about to get very cheap. Lots of retail investors miss this nuance"
X Link 2026-02-14T00:45Z [---] followers, [---] engagements
"Coreweave sitting at a 20b market cap (all hyped up) while institution backed crypto projects doing the exact same thing sit at a tiny tiny MC. IO Net & Aethir. Nobody is watching"
X Link 2025-04-23T19:25Z [--] followers, [--] engagements
"Keep buying AI hype at record valuations. Ill take BABA. Same growth 1/3 the price zero retail FOMO premium"
X Link 2025-08-09T20:48Z [---] followers, [--] engagements
"@Silver__Santa Earnings reports dont matter for mining stocks in this way. The price of the underlying commodity gets priced in as they fluctuate. Production results / ACOS is what actually matters"
X Link 2025-10-18T17:28Z [---] followers, [--] engagements
"@StealthQE4 Stocks are just following the M2 money supply liquidity driven not real economic strength"
X Link 2025-10-18T03:05Z [---] followers, [----] engagements
"Imagine aping gold right now at ATHs Very limited upside I entered the trade back in [----] That was the correct time to buy"
X Link 2025-10-18T03:22Z [---] followers, [---] engagements
"@LibertyOffense This is what every gold bug says at the peak of the bull market then they get rekt for [--] years"
X Link 2025-10-19T15:42Z [---] followers, [---] engagements
"What many investors don't understand about the market (especially retail) is that strong fundamentals don't necessarily make for a great trade. I see many retails investors FOMOing into the #gold trade because of the obvious bullish case around monetary debasement and strong central bank buying. What they are missing is this key element: "trade saturation" The fundamentals can be red hot screaming that you should buy but if the bullish news has reached peak awareness the trade has reached it's saturation point. When the saturation point is reached for a particular narrative that's when you"
X Link 2025-10-20T18:28Z [---] followers, [---] engagements
"@ArthurMacwaters Home Depot on this list is crazy"
X Link 2025-10-21T00:15Z [---] followers, [--] engagements
"I believe the charts demonstrate how gold rises during market uncertainty which is bearish for bitcoin. When that uncertainty dissipates gold sells off and then bitcoin rises. There is a reasonable argument to be made that gold has peaked and the fear surrounding the economy may have also peaked Any good economic data at this point should be bearish for gold thus bullish for bitcoin"
X Link 2025-10-25T17:25Z [---] followers, [---] engagements
"Thats true however the competitive landscape has change drastically for the company the last few years. Many consumers are opting for newer more trendy brands that have leveraged social media and DTC sales channels. This has put pressure on $LULU stock Clothing brands come and go most fail to create a long term legacy like Ralph Lauren for example"
X Link 2025-10-25T18:00Z [---] followers, [----] engagements
"@Ross__Hendricks The argument about there only being 25% upside is incorrect. That would assume a growth rate of zero which of course is not the case. Stocks could theoretically run much higher without the P/E ratio even moving. It all depends on growth"
X Link 2025-10-26T23:26Z [---] followers, [----] engagements
"@Jake__Wujastyk Selling covered calls only makes sense on a stock that is trading in a firmly established accumulation range. You can collect your premium before the ultimate breakout of the range. Use $PYPL for reference"
X Link 2025-10-28T00:46Z [---] followers, [---] engagements
"1. Rate cuts confirmed [--]. End of QT imminent [--]. Trade tensions easing [--]. WW [--] canceled [--]. Gold selling off Next up the euphoric stage of this bull market Risk assets are about to catch a generational bid"
X Link 2025-10-28T19:14Z [---] followers, [--] engagements
"Palantir is a generational short if you can time it right"
X Link 2025-10-28T19:35Z [---] followers, [--] engagements
"Crypto investors are under the impression that arbitrary TA metrics like the [--] day MA are the end all be all. Endless examples of high profile accounts calling for the end of the bull market if $bitcoin gets a close below on the weekly. They simply say this because in the past that happened to be the case However markets are never this linear and such analysis is routed in pattern bias There are countless examples of other large assets breaking the [--] but pushing to all time highs shortly after If we do break below on the weekly that could end up being the biggest bear trap in history"
X Link 2025-11-06T20:10Z [---] followers, [--] engagements
"If we get a couple closes below the weekly [--] SMA that will be the bottom of this correction. Everyone is screaming the end of the bull market if that happens (crypto winter) There will be no sellers left as those left will capitulate Massive bear trap"
X Link 2025-11-06T23:57Z [---] followers, [--] engagements
"@HolySmokas What about the million you lost on TTCF Not to mention Oatly Planet [--] etc. The returns reflected here don't reflect those loses. How convenient"
X Link 2025-11-07T22:40Z [---] followers, [----] engagements
"Over the years Jermey has lost MILLIONS on bad preforming stocks. He conveniently disposes these train wrecks in order to sugar coat his portfolio making it look like he's had massive success He also continuously adds cash to this account artificially juicing the numbers. Very dishonest"
X Link 2025-11-07T22:46Z [---] followers, [--] engagements
"@CryptoGodJohn Hey @CryptoGodJohn any thoughts on $ANYONE"
X Link 2025-11-08T00:02Z [---] followers, [---] engagements
"@trading_axe Is it really a privacy trade or simply and dino coin trade"
X Link 2025-11-08T01:37Z [---] followers, [---] engagements
"@CryptoWizardd $anyone"
X Link 2025-11-08T23:40Z [---] followers, [--] engagements
"@alc2022 Fundamentally sound business that's undergoing a short-mid term valuation reset. Completely normal and heathy"
X Link 2025-11-10T21:58Z [---] followers, [----] engagements
"@MMatters22596 JD is in a great position to reward early buyers here but the stock will likely trade in its current range until margins improve. Growth isn't strong enough for wall street to overlook the investments they're making in food delivery. This is a multi year play"
X Link 2025-11-14T18:08Z [---] followers, [---] engagements
"@TheLongInvest The cash was likely built up for the new management after Buffett exits. I don't think it's as deep as people claim"
X Link 2025-11-14T18:15Z [---] followers, [---] engagements
"@dhan_dho @CastilloTrading No that's simply pattern bias. Bitcoin doesn't magically go into a bear market every [--] years "just because". People are trying to extract meaning through a meaningless statistic. Liquidity is what drives bull markets and we're about to see a wall of it"
X Link 2025-11-15T00:28Z [---] followers, [--] engagements
"What I'm saying is that the bull market did not end simply because a certain amount of time went by. Believing so is sloppy obtuse analysis which is nothing but pattern bias Crypto has only been around for [--] major cycles which is far too limited of a data set to make such conclusions Imagine a scenario where for the next [---] years every cycle ended exactly [--] years in. Such precision would be nearly statistically impossible as nothing in financial history has ever been that linear If it were truly that simple everyone in crypto would become billionaires as the market would be 100% predictable"
X Link 2025-11-15T22:15Z [---] followers, [--] engagements
"You're correct about past bull markets but why do you assume this one will be the same This cycle has thousands of variables and data points that are completely unique relative to past cycles. Several weeks ago crypto twitter was creaming to buy because October has historically been bullish. That didn't play out. Now everyone is screaming to sell because we're in the 4th year of the cycle. These are all just patterns not astute analysis"
X Link 2025-11-15T22:46Z [---] followers, [--] engagements
"@kyledoops December rate cut being rugged"
X Link 2025-11-16T16:37Z [---] followers, [--] engagements
"Dont lose sight of what really matters The bull ended last time because the FED started aggressively siphoning money out of the system Not because of arbitrary metrics like the [--] years cycle Dont let pattern bias stop you from creating generational wealth"
X Link 2025-11-20T00:03Z [---] followers, [--] engagements
"$HIMS is a marketing company with no IP or clear moat. Many other companies are replicating their business model while undercutting their prices. Just google any of their offerings and you will find ad after ad by competitors offering the same treatment for the same price or less $DUOL may be better as they are the clear leader in their space but you have to be mindful that apps like them come and go. People use them for a while tell their friends but eventually go on to get bored. In my opinion it's too soon to tell if they are simply a fad. The slowing growth is definitely a red flag $AMZN"
X Link 2025-11-20T02:21Z [---] followers, [---] engagements
"@cryptosymbiiote Trend lines break new trend lines begin. This is incredible obtuse. Fundamentals create bull markets not squiggly lines"
X Link 2025-11-20T04:48Z [---] followers, [---] engagements
"@thexcapitalist Not a single person has canceled their creative cloud subscription for Gemini nor has it even crossed their minds"
X Link 2025-11-20T04:57Z [---] followers, [---] engagements
"@WallStreetMav Eliminate taxes on capital gains"
X Link 2025-11-20T05:08Z [---] followers, [--] engagements
"@Borg_Cryptos That happens even in a bull market"
X Link 2025-11-20T05:10Z [---] followers, [--] engagements
"@Borg_Cryptos 800% is an average daily gain when the bulls take over"
X Link 2025-11-20T05:15Z [---] followers, [---] engagements
"Is anyone talking about $CRCL right now Dont overlook this one"
X Link 2025-11-20T05:24Z [---] followers, [---] engagements
"How do you reconcile the slowing user growth Certain apps get popular for a while people eventually get bored and move on. Something to consider. The forward PE currently sits at [--] and 28x fiscal [--] estimates. Lots of growth has already been priced in making $DUOL a high risk bet on the future"
X Link 2025-11-20T19:14Z [---] followers, [--] engagements
"@intocryptoverse "Bitcoin has always topped in Q4 of the post halving year" is not a valid argument. It ignores basic fundamentals while relying simply on patterns. Study pattern recognition bias. Markets are far too complex for such indicators to have any true relevance"
X Link 2025-11-21T03:29Z [---] followers, [----] engagements
"@Innerdevcrypto Because that ignores basic fundamentals. Relying on coincidences is not productive analysis. Do you really believe that every bull market in the future will magically end exactly [----] days in Believing that would make you an unserious person"
X Link 2025-11-21T20:10Z [---] followers, [---] engagements
"@IncomeSharks @pepemoonboy $meta is an advertising play and an absolute cash cow"
X Link 2025-11-22T01:44Z [---] followers, [---] engagements
"$PATH The true value of AI will be the build out of automations on the enterprise level unlocking real value for corporations The first wave of the AI run has been mostly chips and energy the next wave will be the application of cost saving initiatives driven by AI lead productivity (agents). I believe $PATH is at the forefront of this emerging trend. The stock is still down massively from its ATH trading nicely in accumulation with a forward PE of only [--] Strong KPIs across the board and a beat on both the top and bottom line This setup is a no brainer from my stand point You can position"
X Link 2025-12-03T23:22Z [---] followers, [---] engagements
"$PATH The agentic automation trend is just beginning. On the quarterly you can see the business bottomed in Q1. Enterprise clients are now discovering the value of this emerging technology. Just image where the stock will be trading when growth rates continue to accelerate"
X Link 2025-12-04T20:49Z [---] followers, [---] engagements
"@TheLongInvest $BIDU still has a lot of work to do on the fundamental side. They recently got a little AI bump but their core business is still weak"
X Link 2025-12-05T16:09Z [---] followers, [---] engagements
"So many investors try to analyze business like Adobe without having a true understanding of the actual products that they sell. If you are a professional using creative cloud products you would laugh at the idea of using ChatGPT or Gemini to create commercial grade deliveries for your clients. $ADBE"
X Link 2025-12-05T19:00Z [---] followers, [--] engagements
"$PATH The business has clearly turned the corner. Enterprise level automations are about to be the standard for corporate level clerical work"
X Link 2025-12-06T17:09Z [---] followers, [---] engagements
"@TheLongInvest The last precious metal bull market/blow off top ended in [----]. That marked the beginning of a massive bull market in risk assets as opposed to a macro bull market end. The opposite of what youre saying could be true"
X Link 2025-12-23T20:36Z [---] followers, [---] engagements
"@TheLongInvest The ISM consumer sentiment and global liquidity would indicate the opposite. Study the blow off top in gold back in [----]. That marked the beginning of a massive economic expansion and rotation into risk assets. You may have this backwards"
X Link 2025-12-24T00:48Z [---] followers, [---] engagements
"@patientinvestt @Wiseman_Cap NU and Tencent are solid"
X Link 2025-12-25T20:03Z [---] followers, [---] engagements
"@TheLongInvest No data supports this thesis. Retail investors rushing to buy silver after a big move up in gold is a text book move in a precious metal bull market. We've seen this movie many times"
X Link 2025-12-26T16:38Z [---] followers, [----] engagements
"Don't buy into the narrative that #silver is in a supply shortage. Mine production is in a surplus relative to industrial demand. The current "deficit" is a direct result of low information retail investors trying to "get rich" FOMOing the top of a decade long bull market in precious metals https://twitter.com/i/web/status/2004595146071937231 https://twitter.com/i/web/status/2004595146071937231"
X Link 2025-12-26T16:48Z [---] followers, [----] engagements
"@TheApeOfGoldST The cost of production relative to the current silver price will tell you all you need to know about where the bull market stands. Silver exists in abundance not to mention all the above ground supply that will begin to flood the market as prices rise"
X Link 2025-12-26T18:43Z [---] followers, [---] engagements
"A very interesting piece of data that isnt getting the attention it deserves US stocks have greatly underperformed the rest of the world this year Although the market posted great returns sentiment was quite bearish throughout the year. Wall Street piled into the few names that had positive AI tailwinds but most of the market was left behind resulting in this broad underperformance on the global stage. In [----] I believe Wall Street sentiment will improve creating a wider distribution of capital flows throughout the market. This flattening of capital concentration will likely benefit small and"
X Link 2025-12-29T19:42Z [---] followers, [--] engagements
"$BABA is still able to post double digit revenue growth despite poor consumer sentiment in China. Just imagine where the stock will be trading when the Chinese economy improves. Investors love to talk about risk whilst ignoring the long term upside. Those who stay long will capture this obvious upside over the coming years https://twitter.com/i/web/status/2006123893694620066 https://twitter.com/i/web/status/2006123893694620066"
X Link 2025-12-30T22:03Z [---] followers, [---] engagements
"@MENAUnleashed No this slows down the progression towards WW3"
X Link 2026-01-03T20:53Z [---] followers, [---] engagements
"@iowahawkblog The might of the US military. They would if they could but they can't. The world is controlled by those who hold the power"
X Link 2026-01-06T01:22Z [---] followers, [--] engagements
"@CryptoKid Youre saying this a year after most alts started their decline. You werent right about there being an alt season then so why would you be right about an incoming bear market"
X Link 2026-01-21T21:26Z [---] followers, [---] engagements
"@QualityInvest5 Disruption takes time. If Adobe goes on to lose to generative AI it wont begin to show up in the numbers for at least another few quarters or so"
X Link 2026-01-23T22:47Z [---] followers, [--] engagements
"@GodsBurnt Zoom the chart out and stop spreading fear"
X Link 2026-01-28T01:55Z [---] followers, [---] engagements
"@barkmeta Sure gold trading at a market cap larger than the entire global economy makes perfect sense"
X Link 2026-01-28T22:56Z [---] followers, [---] engagements
"$TSLA is losing its ground on the global stage. It's mind boggling to me how the stock is able to maintain a valuation of 200x forward earnings. The cult of retail investors have lost their grounding in reality banking on the future of robotics and self driving Even if these businesses manifest into fruition it will be years before we see any meaningful contribution to free cashflow Who knows it may all work out but hope is an investing strategy that tends to destroy more wealth than it creates A high flyer like Tesla could easily see a 70% correction before the next aggressive leg to the"
X Link 2026-01-02T18:27Z [---] followers, [---] engagements
"The Russell has just outperformed the S&P for the 11th consecutive session. This is the longest streak of outperformance since [----]. The rotation out of big tech is just beginning Next to run will be risk assets"
X Link 2026-01-17T04:39Z [---] followers, [--] engagements
"Friendly reminder that the average cost to produce an ounce of silver is around [--] dollars. The mean reversion will be rapid when this historic bubble corrects"
X Link 2026-01-27T15:52Z [---] followers, [---] engagements
"The apathy of the American consumer is what is driving the flood of retail capital into precious metals. Ironically the best time to buy metals is when fear is obsolete and to sell when fear is abundant. Metals are a magnet for economic doomerism and uncertainty but buying when the price has already risen to heights never seen before defeats the very purpose of the "hedge" in itself. Buying now is like trying to buy insurance as your house is burning down https://twitter.com/i/web/status/2016227025800069574 https://twitter.com/i/web/status/2016227025800069574"
X Link 2026-01-27T19:09Z [---] followers, [--] engagements
"Incredibly shocking piece of data"
X Link 2026-01-27T19:12Z [---] followers, [---] engagements
"The current market cap of gold is now larger than the entire GDP of the US"
X Link 2026-01-29T00:01Z [---] followers, [--] engagements
"Study the last [--] major bull markets in precious metals. All three went parabolic and peaked right before a massive economic expansion. The parabolic stage marks the end of a period of economic weakness and fear within the economy not the beginning"
X Link 2026-01-29T00:23Z [---] followers, [---] engagements
"Notice how Peter Schiff is now claiming victory as opposed to yelling at people to buy gold and silver"
X Link 2026-01-29T00:24Z [---] followers, [---] engagements
"$HUYA A small cap Chinese stock that has been badly beaten down the last few years Everything bad that could happen happened But there appears to be light at the end of the tunnel Growth is beginning to re-accelerate after years of decline due to strong advertising growth on their platform The interesting thing about HUYA is that they are a cash rich company (zero debt) The current market cap is 670M but the enterprise value sits at only [--] million with zero cash burn This is a very unique deep value play You almost never see such a discrepancy without value being eroding rapidly HUYA is"
X Link 2025-12-05T16:30Z [---] followers, [---] engagements
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