[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.] #  @TheTimeInvestor The Time Investor The Time Investor posts on X about $adbe, adbe, ai, adobe the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1983971946632245251/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +25,408% - X Year XXXXXXXXX +3,269% ### Mentions: XX [#](/creator/twitter::1983971946632245251/posts_active)  - X Week XX -XX% - X Month XXX +1,306% - X Months XXX +12,050% - X Year XXX +24,200% ### Followers: XXX [#](/creator/twitter::1983971946632245251/followers)  - X Week XXX +36% - X Month XXX +979% ### CreatorRank: XXXXXXX [#](/creator/twitter::1983971946632245251/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #74, [adbe](/topic/adbe) #63, [ai](/topic/ai) 6.45%, [adobe](/topic/adobe) #493, [$wmt](/topic/$wmt) #626, [6969](/topic/6969) #978, [$cacc](/topic/$cacc) #1, [solve](/topic/solve) #1009, [cash flow](/topic/cash-flow) #435, [flow](/topic/flow) XXXX% **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@kalshi](/creator/undefined) [@curiousinhell](/creator/undefined) [@gregtypeswords](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@fiscalai](/creator/undefined) [@biancoresearch](/creator/undefined) [@commonsenseplay](/creator/undefined) [@stealthqe4](/creator/undefined) [@unusualwhales](/creator/undefined) [@heresyfinancial](/creator/undefined) [@philrosenn](/creator/undefined) [@valuesenseio](/creator/undefined) [@leelichterman](/creator/undefined) [@lynaldencontact](/creator/undefined) [@firedupwealth](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@wolfejosh](/creator/undefined) [@stockmktnewz](/creator/undefined) [@polymarket](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Walmart, Inc. (WMT)](/topic/$wmt) [Credit Acceptance Corp (CACC)](/topic/$cacc) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Costco Hot Dog (COST)](/topic/$cost) [Mastercard, Inc. (MA)](/topic/$ma) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last XX hours "Frankly in Europe theres no retail broker that comes close to $IBKR. Either they offer far fewer products or their fees are significantly higher and often both. Most of them survive only through aggressive marketing a beginner-focused UI/UX or fee structures that look attractive only on the surface" [X Link](https://x.com/TheTimeInvestor/status/1995444231331062005) 2025-12-01T10:45Z XXX followers, XXX engagements "@KobeissiLetter I dont know where theyll end up but heres why theyre being pushed out:" [X Link](https://x.com/TheTimeInvestor/status/1996946237958893804) 2025-12-05T14:14Z XXX followers, 38.7K engagements "Since many were moved by the article about Charlie Mungers final weeks myself included I think its worth sharing a little-known anecdote about his qualities as an investor shared by @MohnishPabrai: Mohnish had spent weeks studying $CACC a company offering high-interest car loans to high-risk borrowers. At dinner he gave Charlie a five-minute pitch. Charlie listened then simply said: We dont want to own that kind of business. For Charlie the issue was clear: the business wasnt "Win-Win-Win". A company needs to benefit its stakeholders its customers its owners and the broader ecosystem or its" [X Link](https://x.com/TheTimeInvestor/status/1994072989403414971) 2025-11-27T15:57Z XXX followers, 64.7K engagements "@wolfejosh A similar chart but with the $ADBE disruptors and Adobe Firefly (its family of GenAI models)" [X Link](https://x.com/TheTimeInvestor/status/1998159891274289406) 2025-12-08T22:36Z XXX followers, 3480 engagements "2% $WMT + XX% going to zero and you still beat the S&P XXX over XX years" [X Link](https://x.com/TheTimeInvestor/status/1998700012713177488) 2025-12-10T10:23Z XXX followers, 2603 engagements "@StockMKTNewz This isnt going to solve $ADBE per-seat problem if anything it may make it worse. Curious to see whether the topic quietly disappears in the next earnings call" [X Link](https://x.com/TheTimeInvestor/status/1998748175138513242) 2025-12-10T13:34Z XXX followers, 1401 engagements "$ADBE introducing Photoshop Express and Acrobat into ChatGPT isnt bullish for me it might even be bearish. It does nothing to solve the per-seat problem. I dont see how integrating Adobe tools into another fully distributed platform compensates for the reduction in seats sold per customer as AI boosts individual productivity. What Im really hoping for on the next earnings call is a shift toward usage- or productivity-based pricing especially for AI features instead of sticking to a seat-based model that becomes less defensible every quarter" [X Link](https://x.com/TheTimeInvestor/status/1998768651604742587) 2025-12-10T14:55Z XXX followers, 1269 engagements "@Polymarket When SpaceX goes public $GOOG will unload its stake at astronomical valuations and book massive gains. Most people will fixate on the earnings pop many not even realizing that Google owns about X% of SpaceX and the stock will jump far more than those gains actually justify" [X Link](https://x.com/TheTimeInvestor/status/1997076999047991527) 2025-12-05T22:53Z XXX followers, 6082 engagements "@Mr_Derivatives Too many investors are willing to overpay for solid businesses like $WMT or $COST just to reduce the current uncertainty. But at these valuations they should probably be thinking about buying puts instead" [X Link](https://x.com/TheTimeInvestor/status/1998775210015682953) 2025-12-10T15:22Z XXX followers, XX engagements "- AI-usage-based tokens are not fully integrated across Adobes AI features especially as new capabilities are rolled out. $ADBE has shown neither in its financial disclosures nor in its earnings calls a clear coherent strategy on this front. - The majority of Adobes revenue comes from companies with multiple employees. Yet the current content creation boom is happening mostly among freelancers and retail users. Those segments are not Adobes core targets and they have access to much cheaper alternatives with only minor quality trade-offs. On the only a long-term hypothetical point I completely" [X Link](https://x.com/TheTimeInvestor/status/1998788204086866154) 2025-12-10T16:13Z XXX followers, XXX engagements "@CuriousinHell Yes but I think opportunity cost is a better metric to judge the quality of the bet. I dont know if it was instead of $CACC but around the same period he invested in Kweichow Moutai. And the performance there is far more impressive" [X Link](https://x.com/TheTimeInvestor/status/1994459749782347995) 2025-11-28T17:33Z XXX followers, XXX engagements "@KobeissiLetter The ultimate proof that the argument "the Consumer Confidence Index is lower than in 2008" cant be used to justify an imminent crash" [X Link](https://x.com/TheTimeInvestor/status/1994828782256189923) 2025-11-29T18:00Z XXX followers, XXX engagements "@TheAlphaThought Even X% is enough. A X% allocation to $WMT in 1972 with the other XX% going to zero would still have produced a XXX% CAGR for your overall portfolio while the S&P XXX returned XXXX% CAGR over the same period" [X Link](https://x.com/TheTimeInvestor/status/1998338820811456593) 2025-12-09T10:27Z XXX followers, XX engagements "@matthew_sigel GenAI would never have been possible without the massive datasets created by all the other technologies shown in the chart. The key point isnt the slope or duration of the curveits the fact that GenAI sits to the far right of all the others" [X Link](https://x.com/TheTimeInvestor/status/1998394592903737468) 2025-12-09T14:09Z XXX followers, XX engagements "@anandchokshi19 "The income statement is where companies tell their story. The balance sheet is where that story is tested. The cash flow statement is where that story is validated."" [X Link](https://x.com/TheTimeInvestor/status/1994737467078197300) 2025-11-29T11:57Z XXX followers, 1560 engagements "@KobeissiLetter Historically equities fall before a recession and then stagnate or start recovering during the recession itself. If were truly close to a recession today it would be the first time in decades that the market has been this wrong ahead of one" [X Link](https://x.com/TheTimeInvestor/status/1997040777835499820) 2025-12-05T20:29Z XXX followers, 1807 engagements "$MA returns since 2021 are simply the result of the massive valuation comedown following the Covid-era spending boom. Meanwhile the underlying business has continued to improve at roughly the same pace as over the past decade: - Revenue growth around XX% right in line with its historical average/median - Free cash flow growth following essentially the same pattern If anything the recent underperformance makes it somewhat more plausible though not guaranteed that Mastercard could outperform the S&P XXX in the years ahead. The setup is cleaner now that expectations and multiples have "reset."" [X Link](https://x.com/TheTimeInvestor/status/1998736298584969373) 2025-12-10T12:47Z XXX followers, XX engagements "@bloss_garrett @akramsrazor I think its a fake photo. Jupiter is slightly flattened at the poles in reality" [X Link](https://x.com/TheTimeInvestor/status/1998777921238921451) 2025-12-10T15:32Z XXX followers, XX engagements "The per-seat model is a recurring problem across SaaS in the age of AI. Many companies have explicitly acknowledged the issue and communicated a strategy to investors. Adobe has not. The numbers you cite dont demonstrate that this risk wont materialize as AI usage scales. At best it shows that this is probably not the case yet. I said Yet the current content-creation boom is happening mostly among freelancers and retail users. Rather than misrepresenting what I said or bringing in economic phenomena that have no clear reason to apply here heres my source if you want to dig into it: All the" [X Link](https://x.com/TheTimeInvestor/status/1998797147970437246) 2025-12-10T16:49Z XXX followers, XX engagements "A cheap stock can stay cheap for years while your opportunity cost increase. This is why you need a catalyst before buying a cheap stock. $NVO $EVO" [X Link](https://x.com/TheTimeInvestor/status/1994489330627399953) 2025-11-28T19:31Z XXX followers, 11.4K engagements "More than the buyback yield it's the quality of the buybacks. A buyback can destroy value in some cases but with $ADBE it clearly creates value. Since 2022 (the first major repurchase and the trend continued afterward): - FCF CAGR: XXXX% - FCF per share CAGR: XXXXX% Which means that in practice the buybacks have "created" XXXX% of value per year for shareholders. This is a clear sign of a management team that allocates capital extremely well and in my view there is no bigger green flag regardless of the companys other issues" [X Link](https://x.com/TheTimeInvestor/status/1997321799449608351) 2025-12-06T15:06Z XXX followers, 3510 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.]
@TheTimeInvestor The Time Investor
The Time Investor posts on X about $adbe, adbe, ai, adobe the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +25,408%
- X Year XXXXXXXXX +3,269%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +1,306%
- X Months XXX +12,050%
- X Year XXX +24,200%
Followers: XXX #
- X Week XXX +36%
- X Month XXX +979%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence $adbe #74, adbe #63, ai 6.45%, adobe #493, $wmt #626, 6969 #978, $cacc #1, solve #1009, cash flow #435, flow XXXX%
Top accounts mentioned or mentioned by @kobeissiletter @kalshi @curiousinhell @gregtypeswords @stocksavvyshay @fiscalai @biancoresearch @commonsenseplay @stealthqe4 @unusualwhales @heresyfinancial @philrosenn @valuesenseio @leelichterman @lynaldencontact @firedupwealth @mohnishpabrai @wolfejosh @stockmktnewz @polymarket
Top assets mentioned Adobe, Inc. (ADBE) Walmart, Inc. (WMT) Credit Acceptance Corp (CACC) Interactive Brokers Group, Inc. (IBKR) Alphabet Inc Class A (GOOGL) Costco Hot Dog (COST) Mastercard, Inc. (MA) Novo-Nordisk (NVO)
Top Social Posts
Top posts by engagements in the last XX hours
"Frankly in Europe theres no retail broker that comes close to $IBKR. Either they offer far fewer products or their fees are significantly higher and often both. Most of them survive only through aggressive marketing a beginner-focused UI/UX or fee structures that look attractive only on the surface"
X Link 2025-12-01T10:45Z XXX followers, XXX engagements
"@KobeissiLetter I dont know where theyll end up but heres why theyre being pushed out:"
X Link 2025-12-05T14:14Z XXX followers, 38.7K engagements
"Since many were moved by the article about Charlie Mungers final weeks myself included I think its worth sharing a little-known anecdote about his qualities as an investor shared by @MohnishPabrai: Mohnish had spent weeks studying $CACC a company offering high-interest car loans to high-risk borrowers. At dinner he gave Charlie a five-minute pitch. Charlie listened then simply said: We dont want to own that kind of business. For Charlie the issue was clear: the business wasnt "Win-Win-Win". A company needs to benefit its stakeholders its customers its owners and the broader ecosystem or its"
X Link 2025-11-27T15:57Z XXX followers, 64.7K engagements
"@wolfejosh A similar chart but with the $ADBE disruptors and Adobe Firefly (its family of GenAI models)"
X Link 2025-12-08T22:36Z XXX followers, 3480 engagements
"2% $WMT + XX% going to zero and you still beat the S&P XXX over XX years"
X Link 2025-12-10T10:23Z XXX followers, 2603 engagements
"@StockMKTNewz This isnt going to solve $ADBE per-seat problem if anything it may make it worse. Curious to see whether the topic quietly disappears in the next earnings call"
X Link 2025-12-10T13:34Z XXX followers, 1401 engagements
"$ADBE introducing Photoshop Express and Acrobat into ChatGPT isnt bullish for me it might even be bearish. It does nothing to solve the per-seat problem. I dont see how integrating Adobe tools into another fully distributed platform compensates for the reduction in seats sold per customer as AI boosts individual productivity. What Im really hoping for on the next earnings call is a shift toward usage- or productivity-based pricing especially for AI features instead of sticking to a seat-based model that becomes less defensible every quarter"
X Link 2025-12-10T14:55Z XXX followers, 1269 engagements
"@Polymarket When SpaceX goes public $GOOG will unload its stake at astronomical valuations and book massive gains. Most people will fixate on the earnings pop many not even realizing that Google owns about X% of SpaceX and the stock will jump far more than those gains actually justify"
X Link 2025-12-05T22:53Z XXX followers, 6082 engagements
"@Mr_Derivatives Too many investors are willing to overpay for solid businesses like $WMT or $COST just to reduce the current uncertainty. But at these valuations they should probably be thinking about buying puts instead"
X Link 2025-12-10T15:22Z XXX followers, XX engagements
"- AI-usage-based tokens are not fully integrated across Adobes AI features especially as new capabilities are rolled out. $ADBE has shown neither in its financial disclosures nor in its earnings calls a clear coherent strategy on this front. - The majority of Adobes revenue comes from companies with multiple employees. Yet the current content creation boom is happening mostly among freelancers and retail users. Those segments are not Adobes core targets and they have access to much cheaper alternatives with only minor quality trade-offs. On the only a long-term hypothetical point I completely"
X Link 2025-12-10T16:13Z XXX followers, XXX engagements
"@CuriousinHell Yes but I think opportunity cost is a better metric to judge the quality of the bet. I dont know if it was instead of $CACC but around the same period he invested in Kweichow Moutai. And the performance there is far more impressive"
X Link 2025-11-28T17:33Z XXX followers, XXX engagements
"@KobeissiLetter The ultimate proof that the argument "the Consumer Confidence Index is lower than in 2008" cant be used to justify an imminent crash"
X Link 2025-11-29T18:00Z XXX followers, XXX engagements
"@TheAlphaThought Even X% is enough. A X% allocation to $WMT in 1972 with the other XX% going to zero would still have produced a XXX% CAGR for your overall portfolio while the S&P XXX returned XXXX% CAGR over the same period"
X Link 2025-12-09T10:27Z XXX followers, XX engagements
"@matthew_sigel GenAI would never have been possible without the massive datasets created by all the other technologies shown in the chart. The key point isnt the slope or duration of the curveits the fact that GenAI sits to the far right of all the others"
X Link 2025-12-09T14:09Z XXX followers, XX engagements
"@anandchokshi19 "The income statement is where companies tell their story. The balance sheet is where that story is tested. The cash flow statement is where that story is validated.""
X Link 2025-11-29T11:57Z XXX followers, 1560 engagements
"@KobeissiLetter Historically equities fall before a recession and then stagnate or start recovering during the recession itself. If were truly close to a recession today it would be the first time in decades that the market has been this wrong ahead of one"
X Link 2025-12-05T20:29Z XXX followers, 1807 engagements
"$MA returns since 2021 are simply the result of the massive valuation comedown following the Covid-era spending boom. Meanwhile the underlying business has continued to improve at roughly the same pace as over the past decade: - Revenue growth around XX% right in line with its historical average/median - Free cash flow growth following essentially the same pattern If anything the recent underperformance makes it somewhat more plausible though not guaranteed that Mastercard could outperform the S&P XXX in the years ahead. The setup is cleaner now that expectations and multiples have "reset.""
X Link 2025-12-10T12:47Z XXX followers, XX engagements
"@bloss_garrett @akramsrazor I think its a fake photo. Jupiter is slightly flattened at the poles in reality"
X Link 2025-12-10T15:32Z XXX followers, XX engagements
"The per-seat model is a recurring problem across SaaS in the age of AI. Many companies have explicitly acknowledged the issue and communicated a strategy to investors. Adobe has not. The numbers you cite dont demonstrate that this risk wont materialize as AI usage scales. At best it shows that this is probably not the case yet. I said Yet the current content-creation boom is happening mostly among freelancers and retail users. Rather than misrepresenting what I said or bringing in economic phenomena that have no clear reason to apply here heres my source if you want to dig into it: All the"
X Link 2025-12-10T16:49Z XXX followers, XX engagements
"A cheap stock can stay cheap for years while your opportunity cost increase. This is why you need a catalyst before buying a cheap stock. $NVO $EVO"
X Link 2025-11-28T19:31Z XXX followers, 11.4K engagements
"More than the buyback yield it's the quality of the buybacks. A buyback can destroy value in some cases but with $ADBE it clearly creates value. Since 2022 (the first major repurchase and the trend continued afterward): - FCF CAGR: XXXX% - FCF per share CAGR: XXXXX% Which means that in practice the buybacks have "created" XXXX% of value per year for shareholders. This is a clear sign of a management team that allocates capital extremely well and in my view there is no bigger green flag regardless of the companys other issues"
X Link 2025-12-06T15:06Z XXX followers, 3510 engagements