[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.] #  @Kelvin_Sbh5 k.soh k.soh posts on X about $par, $agys, $pars, ai the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::992357721411219456/interactions)  - X Week XXX +26% - X Month XXXXX +69% - X Months XXXXXX +2,041% - X Year XXXXXX +18,443% ### Mentions: X [#](/creator/twitter::992357721411219456/posts_active)  - X Week XX -XXXX% - X Month XX +30% - X Months XX +740% - X Year XX +4,200% ### Followers: XXX [#](/creator/twitter::992357721411219456/followers)  - X Week XXX +2.90% - X Month XXX +4.90% - X Months XXX +31% - X Year XXX +73% ### CreatorRank: undefined [#](/creator/twitter::992357721411219456/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% **Social topic influence** [$par](/topic/$par) #14, [$agys](/topic/$agys) 35.29%, [$pars](/topic/$pars) #1, [ai](/topic/ai) 35.29%, [burger king](/topic/burger-king) 17.65%, [ceo](/topic/ceo) 11.76%, [strong](/topic/strong) 11.76%, [flow](/topic/flow) 5.88%, [has been](/topic/has-been) 5.88%, [momentum](/topic/momentum) XXXX% **Top accounts mentioned or mentioned by** [@nickdavisnz](/creator/undefined) [@garpandchill](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@adj_3bitda](/creator/undefined) **Top assets mentioned** [Parachute (PAR)](/topic/$par) [Agilysys, Inc. Common Stock (DE) (AGYS)](/topic/$agys) ### Top Social Posts Top posts by engagements in the last XX hours "How much is $PAR worth We got an almost identical twin and the stock is called $AGYS which also supplies POS software. Both companies have similar sizes of Gross Profit (GP)but its EV/GP multiple are world's apart: (1/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990693043109048821) 2025-11-18T08:06Z XXX followers, XXX engagements "The difference in Gross Profit Margins (GPM) between $AGYS and $PAR is (62-41) = 21%. The difference in GPM lies mainly in D&A exp from acquisitions. In the income statement $PAR's Q3 Operating Margin (OPM) is at -XX% while $AGYS is at 18%.What if D&A is excluded (4/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990694242612883722) 2025-11-18T08:11Z XXX followers, XXX engagements "As of the latest Q we can see EBITDA margins already at -4%. Management's adjusted EBITDA is currently profitable. Can $PAR's EBITDA margin eventually get to XX% like $AGYS to deserve the same multiple (5/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990694708792975470) 2025-11-18T08:12Z XXX followers, XXX engagements "The picture gets ALOT clearer looking look at OCF as D&A exp are non cash charges. In the most recent Q we can see that $AGYS has an OCF margin of XX% and $PAR has an OCF margin of 7%. Would $PAR's OCF margins continue to inflect upwards (6/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990695333178032166) 2025-11-18T08:15Z XXX followers, XXX engagements "The Burger King delayed rollout is the main holdback as we can see $PAR Operator Cloud rev is almost flat. This is the 20mil backlog highlighted by CEO on the earnings call. This is the main growth pain and now that pain is about to be alleviated. (7/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990695978341704114) 2025-11-18T08:18Z XXX followers, XXX engagements "This is from $PAR's Q2 2025 transcript & we got the info from CEO that we could see the earliest Burger King rollout (20m backlog) on the income statement is in Q4 of 2025 and into 2026. The cost has been spent & we can expect most of this rev to flow to the bottom line (8/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990696680120066191) 2025-11-18T08:20Z XXX followers, XXX engagements "In $PAR's Q3 2025 transcript Savneet reiterated Q4 to be a strong uptick in ARR growth once again. (9/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990696931547623795) 2025-11-18T08:21Z XXX followers, XXX engagements "Why is this 20m backlog so impt for $PAR's EBIT & OCF margins We can see that mgt has been so disciplined in getting OPEX down as a % of rev. This delayed backlog rolling in does NOT come with much incremental costs at all. Imagine what it would do for profitability (10/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990698087699161133) 2025-11-18T08:26Z XXX followers, XXX engagements "(11/11) For $PAR to deserve approx the same multiple as $AGYS $PAR needs to show the market that beneath every $X of ARR comes with an eventual $XXXX of FCF and if they can continue growing ARR at 15-20% over time it would be a multi bagger from here. Profitability is key" [X Link](https://x.com/Kelvin_Sbh5/status/1990698839058362786) 2025-11-18T08:29Z XXX followers, XXX engagements "@NickDavisNZ Agree to all your points. Very well said. What do you think about AI I see it as a huge tailwind given how CharterFood's with over XXX outlets subscribed to it. AI could ironically be the next growth driver for $PAR" [X Link](https://x.com/Kelvin_Sbh5/status/1990827123313868967) 2025-11-18T16:59Z XXX followers, XXX engagements "@NickDavisNZ I read this on QSR's Q2 transcript on AI. If Burger King also adopts CoachAI from $PAR the cross sell momentum is going to be really strong. CoachAI is billed as a monthly recurring subscription as per my conversation with management" [X Link](https://x.com/Kelvin_Sbh5/status/1990827488705233314) 2025-11-18T17:00Z XXX followers, XXX engagements "$AGYS trades at 18x EV/GP and $PAR trades at 9x. If $PAR trades at the same multiple it would be approximately $XX today. Why is $PAR trading at such a depressed multiple compared to $AGYS when they generate almost the same amount of Gross Profit (2/11)" [X Link](https://x.com/Kelvin_Sbh5/status/1990693331773608198) 2025-11-18T08:07Z XXX followers, XXX engagements "@NickDavisNZ SG&A as a % of rev has been rapidly declining being on track for profitability. AI could improve R&D efficiency/productivity allowing $PAR to improve CoachAI. Traction has for it has been great so far and hopefully more ARR would be coming from CoachAI" [X Link](https://x.com/Kelvin_Sbh5/status/1990830162536227290) 2025-11-18T17:11Z XXX followers, XXX engagements "@NickDavisNZ This got me interested for AI at $PAR: Rankin has taken what he calls an operator-led approach to AI at Charters XXX restaurants which include Yum concepts Taco Bell KFC and Pizza Hut Express as well as Long John Silvers and A&Ws in more than nine states. (1/2)" [X Link](https://x.com/Kelvin_Sbh5/status/1990838439751921922) 2025-11-18T17:44Z XXX followers, XXX engagements "@NickDavisNZ Recently Tennessee-based Charter began testing an AI tool from restaurant tech supplier $PAR Technology called Coach AI. (2/2)" [X Link](https://x.com/Kelvin_Sbh5/status/1990838715066019940) 2025-11-18T17:45Z XXX followers, XXX engagements "What is enabling $PAR to continually keep opex flat while growing revenues They are leveraging AI to raise productivity while lowering costs at the same time" [X Link](https://x.com/Kelvin_Sbh5/status/1991424305700433986) 2025-11-20T08:32Z XXX followers, 2097 engagements
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@Kelvin_Sbh5 k.soh
k.soh posts on X about $par, $agys, $pars, ai the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX +26%
- X Month XXXXX +69%
- X Months XXXXXX +2,041%
- X Year XXXXXX +18,443%
Mentions: X #
- X Week XX -XXXX%
- X Month XX +30%
- X Months XX +740%
- X Year XX +4,200%
Followers: XXX #
- X Week XXX +2.90%
- X Month XXX +4.90%
- X Months XXX +31%
- X Year XXX +73%
CreatorRank: undefined #
Social Influence
Social category influence cryptocurrencies XXXXX% finance XXXXX%
Social topic influence $par #14, $agys 35.29%, $pars #1, ai 35.29%, burger king 17.65%, ceo 11.76%, strong 11.76%, flow 5.88%, has been 5.88%, momentum XXXX%
Top accounts mentioned or mentioned by @nickdavisnz @garpandchill @aggiecapitalist @adj_3bitda
Top assets mentioned Parachute (PAR) Agilysys, Inc. Common Stock (DE) (AGYS)
Top Social Posts
Top posts by engagements in the last XX hours
"How much is $PAR worth We got an almost identical twin and the stock is called $AGYS which also supplies POS software. Both companies have similar sizes of Gross Profit (GP)but its EV/GP multiple are world's apart: (1/11)"
X Link 2025-11-18T08:06Z XXX followers, XXX engagements
"The difference in Gross Profit Margins (GPM) between $AGYS and $PAR is (62-41) = 21%. The difference in GPM lies mainly in D&A exp from acquisitions. In the income statement $PAR's Q3 Operating Margin (OPM) is at -XX% while $AGYS is at 18%.What if D&A is excluded (4/11)"
X Link 2025-11-18T08:11Z XXX followers, XXX engagements
"As of the latest Q we can see EBITDA margins already at -4%. Management's adjusted EBITDA is currently profitable. Can $PAR's EBITDA margin eventually get to XX% like $AGYS to deserve the same multiple (5/11)"
X Link 2025-11-18T08:12Z XXX followers, XXX engagements
"The picture gets ALOT clearer looking look at OCF as D&A exp are non cash charges. In the most recent Q we can see that $AGYS has an OCF margin of XX% and $PAR has an OCF margin of 7%. Would $PAR's OCF margins continue to inflect upwards (6/11)"
X Link 2025-11-18T08:15Z XXX followers, XXX engagements
"The Burger King delayed rollout is the main holdback as we can see $PAR Operator Cloud rev is almost flat. This is the 20mil backlog highlighted by CEO on the earnings call. This is the main growth pain and now that pain is about to be alleviated. (7/11)"
X Link 2025-11-18T08:18Z XXX followers, XXX engagements
"This is from $PAR's Q2 2025 transcript & we got the info from CEO that we could see the earliest Burger King rollout (20m backlog) on the income statement is in Q4 of 2025 and into 2026. The cost has been spent & we can expect most of this rev to flow to the bottom line (8/11)"
X Link 2025-11-18T08:20Z XXX followers, XXX engagements
"In $PAR's Q3 2025 transcript Savneet reiterated Q4 to be a strong uptick in ARR growth once again. (9/11)"
X Link 2025-11-18T08:21Z XXX followers, XXX engagements
"Why is this 20m backlog so impt for $PAR's EBIT & OCF margins We can see that mgt has been so disciplined in getting OPEX down as a % of rev. This delayed backlog rolling in does NOT come with much incremental costs at all. Imagine what it would do for profitability (10/11)"
X Link 2025-11-18T08:26Z XXX followers, XXX engagements
"(11/11) For $PAR to deserve approx the same multiple as $AGYS $PAR needs to show the market that beneath every $X of ARR comes with an eventual $XXXX of FCF and if they can continue growing ARR at 15-20% over time it would be a multi bagger from here. Profitability is key"
X Link 2025-11-18T08:29Z XXX followers, XXX engagements
"@NickDavisNZ Agree to all your points. Very well said. What do you think about AI I see it as a huge tailwind given how CharterFood's with over XXX outlets subscribed to it. AI could ironically be the next growth driver for $PAR"
X Link 2025-11-18T16:59Z XXX followers, XXX engagements
"@NickDavisNZ I read this on QSR's Q2 transcript on AI. If Burger King also adopts CoachAI from $PAR the cross sell momentum is going to be really strong. CoachAI is billed as a monthly recurring subscription as per my conversation with management"
X Link 2025-11-18T17:00Z XXX followers, XXX engagements
"$AGYS trades at 18x EV/GP and $PAR trades at 9x. If $PAR trades at the same multiple it would be approximately $XX today. Why is $PAR trading at such a depressed multiple compared to $AGYS when they generate almost the same amount of Gross Profit (2/11)"
X Link 2025-11-18T08:07Z XXX followers, XXX engagements
"@NickDavisNZ SG&A as a % of rev has been rapidly declining being on track for profitability. AI could improve R&D efficiency/productivity allowing $PAR to improve CoachAI. Traction has for it has been great so far and hopefully more ARR would be coming from CoachAI"
X Link 2025-11-18T17:11Z XXX followers, XXX engagements
"@NickDavisNZ This got me interested for AI at $PAR: Rankin has taken what he calls an operator-led approach to AI at Charters XXX restaurants which include Yum concepts Taco Bell KFC and Pizza Hut Express as well as Long John Silvers and A&Ws in more than nine states. (1/2)"
X Link 2025-11-18T17:44Z XXX followers, XXX engagements
"@NickDavisNZ Recently Tennessee-based Charter began testing an AI tool from restaurant tech supplier $PAR Technology called Coach AI. (2/2)"
X Link 2025-11-18T17:45Z XXX followers, XXX engagements
"What is enabling $PAR to continually keep opex flat while growing revenues They are leveraging AI to raise productivity while lowering costs at the same time"
X Link 2025-11-20T08:32Z XXX followers, 2097 engagements