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@Kelvin_Sbh5 Avatar @Kelvin_Sbh5 k.soh

k.soh posts on X about $par, $wing, over the, $smci the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence cryptocurrencies finance stocks

Social topic influence $par #2, $wing, over the, $smci, $spy, $amph, $lyv, $hims, narratives, hardware

Top assets mentioned Parachute (PAR) Wing Finance (WING) Super Micro Computer, Inc. Common Stock (SMCI) SPDR S&P XXX ETF Trust (SPY) Amphastar Pharmaceuticals, Inc. (AMPH) Live Nation Entertainment, Inc. (LYV) Hims & Hers Health, Inc. (HIMS)

Top Social Posts #

Top posts by engagements in the last XX hours

"Heavily shorting $PAR stock into the 2H of the 2025 Price follows macro / narratives"
X Link @Kelvin_Sbh5 2025-09-13T06:38Z XXX followers, XXX engagements

"@WeatherPundit @RagingVentures Continued roll out of Burger King the 20mil contracted ARR hitting the Income Statement alongside organic growth of ARR would grow both Gross Margin and inflection to gaap EBITDA profitability are turning moments to keep a lookout. $PAR"
X Link @Kelvin_Sbh5 2025-10-08T18:55Z XXX followers, XXX engagements

"@Aggie_CIO Savneet said on the call that if $PAR was private and if he owned XXX% of the stock he would still make that decision because he believes that the better product will win long term so building functionality near term ARR"
X Link @Kelvin_Sbh5 2025-09-19T18:06Z XXX followers, XXX engagements

"One of the most gut-wrenching sell-offs in software was in 2022. In that period $PAR stock plunged XX% to a low of $XX. Its EV/Gross Profit was at rock bottom of 11x and the stock went on to 4x over the next X years. Today $PAR is back at that valuation of EV/GP of 10x at $42"
X Link @Kelvin_Sbh5 2025-09-23T10:22Z XXX followers, 1889 engagements

"@Aggie_CIO @mike98572986 Could the stock be under heavy short selling pressure"
X Link @Kelvin_Sbh5 2025-09-30T17:19Z XXX followers, XXX engagements

"@matrixripper $PAR Software is currently at gross margins north of XX% and management is working on growing it to above XX% as they gain more scale over hardware segment. New multi product wins are helping to grow the economies of scale which helps with both gross and operating margins"
X Link @Kelvin_Sbh5 2025-09-21T15:53Z XXX followers, XXX engagements

"GPM is expanding as software is becoming a larger chunk of the revenue with non gaap GPM at XX% with management working to get it to XX% as it gains scale. Recent multi product wins have been strong tailwinds for $PAR to be on the path to gaap profitability"
X Link @Kelvin_Sbh5 2025-09-23T10:26Z XXX followers, XXX engagements

"@BrokenMoats Also yes it could go to 5x multiple like in 2020 but the business today is very different from what it was in 2020 when it had balance sheet risks and w/o a strong cashflowing business yet. Today $PAR has a notable tier X customers in the backlog rolling out 20m ARR in 2H 2025"
X Link @Kelvin_Sbh5 2025-09-24T19:37Z XXX followers, XXX engagements

"@BrokenMoats XX% growth in GP/share factors in dilution. EV/GP multiple factors in debt. Prices in auction driven markets can drop alot & yes its more volatile w/o FCF as anchor. But volatility is opportunity. It lets us trim positions in rich multiples and add when valuation is attractive"
X Link @Kelvin_Sbh5 2025-09-24T19:22Z XXX followers, XXX engagements

"@BrokenMoats On top of that $PAR signed the most multi product deals they ever signed in Q2. Doesnt seem like end of the world on this AI killing software narrative. If rollouts go smoothly for 2H we would see large upside from here"
X Link @Kelvin_Sbh5 2025-09-26T06:32Z XXX followers, XXX engagements

"@Long_only_guy @27XVII I have been following $PAR for quite awhile now and hope the company doesnt get taken out at $XX or $XX. I would prefer to continue to own it over the next X years and let Savneet execute"
X Link @Kelvin_Sbh5 2025-09-26T03:09Z XXX followers, XXX engagements

"@BrokenMoats From the sep XX call Savneet did mention the large QSRs have largely came back. In Q2 was a huge scare. Most brands saw declines not seen since covid which put most brands on pause. Things have picked up since the start of Q3. Walk ins are lesser but deliveries have grown"
X Link @Kelvin_Sbh5 2025-09-26T06:28Z XXX followers, XX engagements

"Factoring the dilutions stock from the series of M&A $PAR has grown its Gross Profit per share at XX% CAGR since 2020"
X Link @Kelvin_Sbh5 2025-09-23T10:24Z XXX followers, XXX engagements

"@Long_only_guy @Oddhootcapital It will come in time when we get to gaap ebitda/ocf +ve. $PAR should start generating cash which is what we should be seeing in the 2H and into 2026. Lots of deals coming live not just in fast food but in convenience stores too. Recent AI offering is also gaining traction"
X Link @Kelvin_Sbh5 2025-10-15T16:50Z XXX followers, XXX engagements

"The world isnt falling apart for F&B sector. X brands ahead XX brands inline with expectations for Q3. Customers of $PAR coming in line with Sweetgreen being strong"
X Link @Kelvin_Sbh5 2025-09-19T07:20Z XXX followers, XXX engagements