stockmando (@leshchou) header
stockmando (@leshchou) profile picture

stockmando

@leshchou

Life is like riding a bike: To keep your balance, you must keep moving.

 Earth
Joined March 2025
  • Tweets470
  • Following126
  • Followers111
132Media
Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)Photo by stockmando (@leshchou)
Cannabis bubble of 2017-18 is similar to dot com bubble of 2000'. Went a parabolic on hopes. Most companies have already stabilized, showing profitability, growing revenue, positive FCF, and low debt Rescheduling from s1 - 3 will make them stronger! $ACB $TLRY $CGC $MSOS $SNDL
Image from stockmando (@leshchou)
3
6
1
41
10,501
$ADBE Buybacks (FY2023–FY2026 YTD): Total: ~$32B FY2023: $4.4B (63% of FCF) FY2024: $9.5B (121%) FY2025: $11.28B (115%) FY2026 YTD: $6.82B (91%) In 2026, Adobe is funding 91% of buybacks with FCF while holding $5.6B in cash. Trading near its lowest P/E in history!
Image from stockmando (@leshchou)
75
$ADBE vs CANVA Will adobe also follow Canva path?
Image from stockmando (@leshchou)
Mark Di Stefano (@MarkDiStef) profile pictureMark Di Stefano@MarkDiStefNov 3
Faarking hell: Canva announces deep lay offs hitting 22 per cent of its employees.
Image from Mark Di Stefano (@MarkDiStef)
113
Soon it will blocks to clone and reverse-engineering g Software companies. $ADBE $MSFT $CRM $ADSK
unusual_whales (@unusual_whales) profile pictureunusual_whales
@unusual_whalesNov 1
BREAKING: Anthropic's Claude AI blocks video game cloning and reverse-engineering, per Toms Hardware
74
Ex- $ADBE CFO Dan Durn wanted to acquire $FIG for $20B (now with a market cap of ~$11.5B). Now he’s $MRVL’s CFO, and under his watch, Marvell agreed to acquire $LITE at a huge premium. No wonder the stock crashed. Glad Adobe got rid of this moron.
3
271
$app at 241 pre market. Watch for 238 today. Should bounce next week. I see potentially we see 310-330 by January
1
398
$ADBE $FIG $Canva
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetterOct 30
AI is disrupting the entire design software industry. According to a new study, 79.7% of designers now use AI in at least one stage of their creative workflow. As a result, the AI product design market is expected to scale from $5.3 billion in 2025 to $26.5 billion in 2033. This implies a CAGR of +20% with North America controlling nearly 40% of the entire market. As AI reshapes the industry, companies with established distribution networks, innovative AI integrations, and scalable infrastructure are positioned to benefit the most. The design software industry is about to experience a major transformation.
Image from The Kobeissi Letter (@KobeissiLetter)
129
$ADBE Valuation is so cheap here. Forward P/E 8.73 PEG 0.60 Crazy
Image from stockmando (@leshchou)
62
$NOW $150.13 After-hours: $122.91 Market cap $155.2B Forward P/E 31.5× Price / sales 10.1× $ADBE $249.76 After-hours: $241.34 Market cap $97.2B Forward P/E 9.3× Price / sales 3.7×
Image from stockmando (@leshchou)
150
$NOW and $FTNT are down 20% after hours, dragging down $IGV. Both are among IGV’s top 10 holdings, putting additional pressure on $ADBE and $CRM, which are down 4% and 5%, respectively, after hours.
Image from stockmando (@leshchou)
1
127
Adobe MAX The Creativity Conference November 8,9, 2026 $adbe
Image from stockmando (@leshchou)
68
$adbe Earning Revisions: up 30. Down 3
Image from stockmando (@leshchou)
1
94
Need that blue line hold , around $240 $adbe
Image from stockmando (@leshchou)
1
1
127
Its funny to see how people saying ArtCraft(coded AI slope) will kill adobe, but it wont kill Canva or $FIG
Value Investor (@ValueInvestShow) profile pictureValue Investor
@ValueInvestShowOct 26
"There is a reason that Canva, has not gone public.... They obviously would like to go to IPO, but I think the biggest reason that they haven't yet is because of the lack of forecastable enterprise revenue" $ADBE has been the most predictable cash engine in the creative space for the past decade, and bears are simply ignoring this
1
172
Bullish for $ADBE $CRM $ADSK
Financelot (@FinanceLancelot) profile pictureFinancelot
@FinanceLancelotOct 22
AI Token spending has completely collapsed the last two months. There has been zero growth in the AI sector, that's why pre-IPO shareholders in Anthropic and OpenAI are panicking to go public. Brad Gerstner is a pre-IPO investor, that's why he's been on CNBC telling everyone to buy AI. The bubble popped in July 2026.
Image from Financelot (@FinanceLancelot)
39
Adobe is still the cheapest SaaS here. Forward PE ~10. $ADBE $CRM at 17. $MSFT at 27. $NOW at 33.
Image from stockmando (@leshchou)
52
ADBE: 9.2x forward P/E — cheapest. CRM: 16.5x — 79% more expensive than Adobe. ORCL: 15.2x — 65% more expensive than Adobe. If Adobe's earnings remain resilient and its AI strategy succeeds, the valuation gap could offer upside potential. $ADBE $CRM $ORCL
Image from stockmando (@leshchou)
65
$TSLA 😮‍💨😮‍💨
Image from stockmando (@leshchou)
25
Friendly reminder: $ADBE has authorized a $24.5B buyback through April 2030. 💰 That’s roughly $25M per day on average if spread over the period. 👀
38
$adbe
Image from stockmando (@leshchou)
33
$ADBE killer?
gingerBill (@TheGingerBill) profile picturegingerBill@TheGingerBillOct 12
I wanted to show how janky the AI slop is of the FilmCraft software. I wanted to set the stage for how bad it is, and how little care there has actually been in implementing this tool, and most definitely the entire Craft suite too. It's all AI slop that does not even work.
52
Load more