[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.] #  @flippyfloppy52 Dr. Philosovestor Dr. Philosovestor posts on X about $adbe, $gtlb, 6969, $orsted the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1455948023004073990/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +14% - X Months XXXXXX +1,798% - X Year XXXXXX +578% ### Mentions: XX [#](/creator/twitter::1455948023004073990/posts_active)  - X Week XX -XX% - X Month XXX +72% - X Months XXX +1,244% - X Year XXX +837% ### Followers: XXX [#](/creator/twitter::1455948023004073990/followers)  - X Week XXX +6% - X Month XXX +31% - X Months XXX +313% - X Year XXX +373% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1455948023004073990/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #144, [$gtlb](/topic/$gtlb) #47, [6969](/topic/6969) #997, [$orsted](/topic/$orsted) #1, [ai](/topic/ai) 4.44%, [bullish](/topic/bullish) 4.44%, [$adbes](/topic/$adbes) #1, [$gltb](/topic/$gltb) 2.22%, [what is](/topic/what-is) 2.22%, [$pypl](/topic/$pypl) XXXX% **Top accounts mentioned or mentioned by** [@taobanker](/creator/undefined) [@evfcfaddict](/creator/undefined) [@paulcerro](/creator/undefined) [@returnsjourney](/creator/undefined) [@nuccioriccea](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@sir4kzen](/creator/undefined) [@274kaum](/creator/undefined) [@thetacatalyst](/creator/undefined) [@dalibali2](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@wolfejosh](/creator/undefined) [@applemoniker](/creator/undefined) [@sir4k_zen](/creator/undefined) [@_grojo](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UiPath, Inc. (PATH)](/topic/$path) ### Top Social Posts Top posts by engagements in the last XX hours "2/ of course I bought this back then because I thought it will go up. But was completely wrong. But still knowing when to trade in and out of it at inflections saved me a much bigger loss. $ORSTED would revisit if it corrects XX% lower" [X Link](https://x.com/flippyfloppy52/status/1998293438979334532) 2025-12-09T07:27Z XXX followers, XX engagements "7/ It is very reasonable to expect $ADBE to perform quite well in XX but it's by no means as asymmetric of an opportunity as I thought. One might ask: does it really come down to such small things like X% margin For me yes because it's a combination of factors" [X Link](https://x.com/flippyfloppy52/status/1999128630157353413) 2025-12-11T14:46Z XXX followers, XX engagements "$GTLB 1/ Thoughts about the upcoming earnings; A 🧵 $GLTB much like many SaaS companies have been feeling the AI heat as of late. The main premise is that current AI models can replace computer engineers/scientists by writing necessary code" [X Link](https://x.com/flippyfloppy52/status/1994781625595695398) 2025-11-29T14:52Z XXX followers, 1072 engagements "$GTLB quick take: lower NRR of XXX% and small growth in deferred revenue (5%) dominating price action in AH despite the beat and modest raise for FY2026. This is compounded by short term speculators positioning for an earnings pop. For me neutral earnings. Changes nothing" [X Link](https://x.com/flippyfloppy52/status/1995966295678791832) 2025-12-02T21:20Z XXX followers, XXX engagements "@Apple_Moniker Why are you bullish and what is what you're watching for to prove/disprove your thesis" [X Link](https://x.com/flippyfloppy52/status/1996269804307857493) 2025-12-03T17:26Z XXX followers, XXX engagements "1/ $PYPL I absolutely HATE the stock. Hate the business hate the aggressive app-coupon push hate the fluffy words around their recent deals and "agentic-commerce" hate how they tried to make you pay contactless in app for cashback but really feels like close to capitulation" [X Link](https://x.com/flippyfloppy52/status/1996335307055419721) 2025-12-03T21:46Z XXX followers, XXX engagements "1/ $ORSTED US judge rules stop orders on offshore-wind projects illegal. Already panic buying early pushing $ORSTED stock price X% up. Gotta close my entire position here. I traded in and out of this for X years now. - XX% IRR despite shares losing XX% value since. Not too shabby" [X Link](https://x.com/flippyfloppy52/status/1998293437318389784) 2025-12-09T07:27Z XXX followers, XX engagements "9/ Scenario 2: lower margins and revenue growth This would be a nightmarish scenarios for $ADBE shareholders. The management will definitely attempt to frame this as some sort of transition but that would not be enough to avoid a route. I would expect 10-15% downside" [X Link](https://x.com/flippyfloppy52/status/1998398313540858013) 2025-12-09T14:24Z XXX followers, XX engagements "10/ Depending on the severity of the slow-down I would entertain the idea of closing out my entire $ADBE position. I would also reconsider closing other similar SaaS like $GTLB. This is something no investor wants to see and surely $ADBE management is aware" [X Link](https://x.com/flippyfloppy52/status/1998398315407298578) 2025-12-09T14:24Z XXX followers, XXX engagements "1/ $ADBE 2025Q4 earnings and FY2026 outlook quick take: disapointed. Slowdown in revenue and some reduced margins. Not too big but I can't help but feel that there might be something true to the bear case" [X Link](https://x.com/flippyfloppy52/status/1998865373370949725) 2025-12-10T21:20Z XXX followers, XXX engagements "2/ I'm convinced that GenAI will eat $ADBE's dinner yet but the results and guide do not justify an X% position this moved a couple of levels down in conviction taking it down to X% and might be looking to sell some more depending on new opportunities. 2mrw more details" [X Link](https://x.com/flippyfloppy52/status/1998865375308775479) 2025-12-10T21:20Z XXX followers, XXX engagements "$ADBE 2025Q4 earnings TL;DR: earnings and outlook prove that GenAI fears are overblown. $ADBE's lunch is surely not getting eaten by AI. While my initial reaction to earnings were not positive. I gave it some more thought and concluded that they are neutral. A 🧵" [X Link](https://x.com/flippyfloppy52/status/1999128616681050218) 2025-12-11T14:46Z XXX followers, XX engagements "1/ $ADBE beat estimates for 2025Q4 as customary for the company. However no serious investor was looking at the Q4 results all eyes were on guidance. Taken at face value a revenue growth guide of XXX% with a contraction in margin of X% was not very bullish" [X Link](https://x.com/flippyfloppy52/status/1999128618664874116) 2025-12-11T14:46Z XXX followers, XX engagements "8/ When a position makes X% of my portfolio I have to be convinced of asymmetric upside and not just solid value. Therefore I have decided to reduce my $ADBE allocation from XXX% to 6%.I will look to pick up some $PATH with the proceeds" [X Link](https://x.com/flippyfloppy52/status/1999128632019620098) 2025-12-11T14:46Z XXX followers, XXX 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.]
@flippyfloppy52 Dr. Philosovestor
Dr. Philosovestor posts on X about $adbe, $gtlb, 6969, $orsted the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +14%
- X Months XXXXXX +1,798%
- X Year XXXXXX +578%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +72%
- X Months XXX +1,244%
- X Year XXX +837%
Followers: XXX #
- X Week XXX +6%
- X Month XXX +31%
- X Months XXX +313%
- X Year XXX +373%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies XXXX%
Social topic influence $adbe #144, $gtlb #47, 6969 #997, $orsted #1, ai 4.44%, bullish 4.44%, $adbes #1, $gltb 2.22%, what is 2.22%, $pypl XXXX%
Top accounts mentioned or mentioned by @taobanker @evfcfaddict @paulcerro @returnsjourney @nuccioriccea @waterworldcapi1 @sir4kzen @274kaum @thetacatalyst @dalibali2 @k3ithmccullough @wolfejosh @applemoniker @sir4k_zen @_grojo
Top assets mentioned Adobe, Inc. (ADBE) GitLab Inc. Class A Common Stock (GTLB) PayPal Holdings Inc (PYPL) UiPath, Inc. (PATH)
Top Social Posts
Top posts by engagements in the last XX hours
"2/ of course I bought this back then because I thought it will go up. But was completely wrong. But still knowing when to trade in and out of it at inflections saved me a much bigger loss. $ORSTED would revisit if it corrects XX% lower"
X Link 2025-12-09T07:27Z XXX followers, XX engagements
"7/ It is very reasonable to expect $ADBE to perform quite well in XX but it's by no means as asymmetric of an opportunity as I thought. One might ask: does it really come down to such small things like X% margin For me yes because it's a combination of factors"
X Link 2025-12-11T14:46Z XXX followers, XX engagements
"$GTLB 1/ Thoughts about the upcoming earnings; A 🧵 $GLTB much like many SaaS companies have been feeling the AI heat as of late. The main premise is that current AI models can replace computer engineers/scientists by writing necessary code"
X Link 2025-11-29T14:52Z XXX followers, 1072 engagements
"$GTLB quick take: lower NRR of XXX% and small growth in deferred revenue (5%) dominating price action in AH despite the beat and modest raise for FY2026. This is compounded by short term speculators positioning for an earnings pop. For me neutral earnings. Changes nothing"
X Link 2025-12-02T21:20Z XXX followers, XXX engagements
"@Apple_Moniker Why are you bullish and what is what you're watching for to prove/disprove your thesis"
X Link 2025-12-03T17:26Z XXX followers, XXX engagements
"1/ $PYPL I absolutely HATE the stock. Hate the business hate the aggressive app-coupon push hate the fluffy words around their recent deals and "agentic-commerce" hate how they tried to make you pay contactless in app for cashback but really feels like close to capitulation"
X Link 2025-12-03T21:46Z XXX followers, XXX engagements
"1/ $ORSTED US judge rules stop orders on offshore-wind projects illegal. Already panic buying early pushing $ORSTED stock price X% up. Gotta close my entire position here. I traded in and out of this for X years now. - XX% IRR despite shares losing XX% value since. Not too shabby"
X Link 2025-12-09T07:27Z XXX followers, XX engagements
"9/ Scenario 2: lower margins and revenue growth This would be a nightmarish scenarios for $ADBE shareholders. The management will definitely attempt to frame this as some sort of transition but that would not be enough to avoid a route. I would expect 10-15% downside"
X Link 2025-12-09T14:24Z XXX followers, XX engagements
"10/ Depending on the severity of the slow-down I would entertain the idea of closing out my entire $ADBE position. I would also reconsider closing other similar SaaS like $GTLB. This is something no investor wants to see and surely $ADBE management is aware"
X Link 2025-12-09T14:24Z XXX followers, XXX engagements
"1/ $ADBE 2025Q4 earnings and FY2026 outlook quick take: disapointed. Slowdown in revenue and some reduced margins. Not too big but I can't help but feel that there might be something true to the bear case"
X Link 2025-12-10T21:20Z XXX followers, XXX engagements
"2/ I'm convinced that GenAI will eat $ADBE's dinner yet but the results and guide do not justify an X% position this moved a couple of levels down in conviction taking it down to X% and might be looking to sell some more depending on new opportunities. 2mrw more details"
X Link 2025-12-10T21:20Z XXX followers, XXX engagements
"$ADBE 2025Q4 earnings TL;DR: earnings and outlook prove that GenAI fears are overblown. $ADBE's lunch is surely not getting eaten by AI. While my initial reaction to earnings were not positive. I gave it some more thought and concluded that they are neutral. A 🧵"
X Link 2025-12-11T14:46Z XXX followers, XX engagements
"1/ $ADBE beat estimates for 2025Q4 as customary for the company. However no serious investor was looking at the Q4 results all eyes were on guidance. Taken at face value a revenue growth guide of XXX% with a contraction in margin of X% was not very bullish"
X Link 2025-12-11T14:46Z XXX followers, XX engagements
"8/ When a position makes X% of my portfolio I have to be convinced of asymmetric upside and not just solid value. Therefore I have decided to reduce my $ADBE allocation from XXX% to 6%.I will look to pick up some $PATH with the proceeds"
X Link 2025-12-11T14:46Z XXX followers, XXX engagements