# ![@lazereater Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::164476658.png) @lazereater Invert Man

Invert Man posts on X about $tpb, $pm, $celh, $bti the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::164476658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::164476658/c:line/m:interactions.svg)

- [--] Week [-----] +63%
- [--] Month [------] +51%
- [--] Months [-------] +47%
- [--] Year [-------] +1,351%

### Mentions: [--] [#](/creator/twitter::164476658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::164476658/c:line/m:posts_active.svg)

- [--] Week [--] +17%
- [--] Month [--] -3.90%
- [--] Months [---] +198%
- [--] Year [---] +563%

### Followers: [---] [#](/creator/twitter::164476658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::164476658/c:line/m:followers.svg)

- [--] Week [---] +13%
- [--] Month [---] +20%
- [--] Months [---] +105%
- [--] Year [---] +172%

### CreatorRank: [-------] [#](/creator/twitter::164476658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::164476658/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  18% [finance](/list/finance)  15% [countries](/list/countries)  3% [social networks](/list/social-networks)  3% [cryptocurrencies](/list/cryptocurrencies)  2% [travel destinations](/list/travel-destinations)  1% [technology brands](/list/technology-brands)  1%

**Social topic influence**
[$tpb](/topic/$tpb) #1, [$pm](/topic/$pm) #5, [$celh](/topic/$celh) 12%, [$bti](/topic/$bti) #2, [$mo](/topic/$mo) #4, [$tpbs](/topic/$tpbs) 9%, [business](/topic/business) 7%, [if you](/topic/if-you) 5%, [in the](/topic/in-the) 5%, [$asts](/topic/$asts) #441

**Top accounts mentioned or mentioned by**
[@alppouch](/creator/undefined) [@rebel94289165](/creator/undefined) [@divergent7651](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@snubiedotcom](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@nicotinecap](/creator/undefined) [@uzocapital](/creator/undefined) [@forbesjacq98528](/creator/undefined) [@frepouch](/creator/undefined) [@frepouches](/creator/undefined) [@tuckercarlson](/creator/undefined) [@tmccutcheon3](/creator/undefined) [@drstoxx](/creator/undefined) [@negligiblecap](/creator/undefined) [@hfmajortom](/creator/undefined) [@frepouchbrasil](/creator/undefined) [@richardersted](/creator/undefined) [@deepsailcapital](/creator/undefined) [@asymtrades](/creator/undefined)

**Top assets mentioned**
[Philip Morris International Inc. (PM)](/topic/$pm) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [British American Tobacco (BTI)](/topic/$bti) [Altria Group Inc (MO)](/topic/$mo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Celcuity Inc. Common Stock (CELC)](/topic/$celc) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Monster Beverage Corp (MNST)](/topic/$mnst) [Cavco Industries Inc. (CVCO)](/topic/$cvco) [Skycoin (SKY)](/topic/$sky) [Orochi Network (ON)](/topic/$on) [Spotify Technology (SPOT)](/topic/$spot) [Morgan Stanley (MS)](/topic/morgan-stanley) [IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [GameStop, Corp. (GME)](/topic/$gme) [Crocs, Inc. (CROX)](/topic/$crox) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [FirstCash Holdings, Inc. Common Stock (FCFS)](/topic/$fcfs) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TPB Nicotine Pouch vs. $CELC in Q2 [----] at $100MM in revenues. If you assign 3X Rev. Valuation for legacy TPB then NP business valued at 10.8X today vs. $CELC at 9.1X in Q1 [----]. Then by Q4 [----] CELH at $131MM revs and 29.9X Revs. At peak $CELH $1329MM Rev and 14.7X sales"  
[X Link](https://x.com/lazereater/status/1988387314163503382)  2025-11-11T23:24Z [---] followers, [----] engagements


"@Uzocapital @Rebel94289165 @Divergent7651 @ForbesJacq98528 For sure. But think about this. In the stores where ALP is selling in the tracked data it is only sold on an average weekly basis by ZYN 60% of nicotine users are conservatives How big might ALP become $TPBs market cap is still smaller than $PMs by 100x"  
[X Link](https://x.com/lazereater/status/2017714098029437312)  2026-01-31T21:38Z [---] followers, [---] engagements


"@negligible_cap $TPB. Tucker said in Men's Health ALP's goal is to sell 100MM units by EOY (have sold 20MM thus far). With an ASP of $4.00 that's $320M for ALP. FRE could do $80MM and you are at $400MM in NP revs. 15X Revs gets to $6B + $1B for legacy=$366 SP. $CELH got as high as 42X revs"  
[X Link](https://x.com/lazereater/status/2020581160754016578)  2026-02-08T19:31Z [---] followers, [---] engagements


"@negligible_cap $TPB is also a much better company than $celh with much better margins. $TPB nicotine pouches are growing much faster with a larger faster growing TAM than $CELH had when it really took off in [----] when its multiple went from 5x sales to nearly 30x"  
[X Link](https://x.com/lazereater/status/2020598903297700326)  2026-02-08T20:41Z [---] followers, [---] engagements


"@HFMajorTom $JOBY did not quite hit the mark either but not as bad as $ASTS:"  
[X Link](https://x.com/lazereater/status/2020613775766814866)  2026-02-08T21:40Z [---] followers, [---] engagements


"@TMFAssociates Tim in March of last year $ASTS filed a prospectus when the stock was at $26.12 for the sale of [--------] shares out of [---] million outstanding for a number of their insdustrial sponsors. On Jan [--] [----] Rakuten's designee left the board. When will we see these shares sold"  
[X Link](https://x.com/lazereater/status/2021745913220198435)  2026-02-12T00:39Z [---] followers, [---] engagements


"Soooo where will all that Indian production go once $TPB nearshores its production of ALP and FRE this year I will give you a hint: @FREPouch @alppouch $MO $PM $BTI $CELH https://www.instagram.com/p/DTjPN5GjkB4/ https://www.instagram.com/p/DTjPN5GjkB4/"  
[X Link](https://x.com/anyuser/status/2013452501710786587)  2026-01-20T03:24Z [---] followers, [---] engagements


"Since this morning ALP posted another [--] stores added $tpb"  
[X Link](https://x.com/lazereater/status/2018801528157749524)  2026-02-03T21:39Z [---] followers, [---] engagements


"$tpb continues to roll: Town pump has [---] locations and ALP adds [--] more stores since January [--]. @FREPouch Just saw this at my local @TownPump https://t.co/vxoyivoWJN @FREPouch Just saw this at my local @TownPump https://t.co/vxoyivoWJN"  
[X Link](https://x.com/anyuser/status/2018670666673996183)  2026-02-03T12:59Z [---] followers, [----] engagements


"It's clear that $TPB is selling into Brazil but the market seems so small. The warning lable is Portuguese. See this Instagram video by @frepouchbrasil https://www.instagram.com/reel/DTTYZeSgTRz/utm_source=ig_web_button_share_sheet&igsh=MzJiMzQ5ZWQ2Mw== https://www.instagram.com/reel/DTTYZeSgTRz/utm_source=ig_web_button_share_sheet&igsh=MzJiMzQ5ZWQ2Mw=="  
[X Link](https://x.com/lazereater/status/2020216768489304302)  2026-02-07T19:23Z [---] followers, [---] engagements


"$TPB See this Instagram video by @frepouchbrasil https://www.instagram.com/reel/DTTYZeSgTRz/utm_source=ig_web_button_share_sheet&igsh=MzJiMzQ5ZWQ2Mw== https://www.instagram.com/reel/DTTYZeSgTRz/utm_source=ig_web_button_share_sheet&igsh=MzJiMzQ5ZWQ2Mw=="  
[X Link](https://x.com/lazereater/status/2020222932576784827)  2026-02-07T19:47Z [---] followers, [---] engagements


"$tpb here is a site that sells FRE and Stokers in Brazil: https://www.tabacocia.com.br/tabacos/tabaco-mascavel https://www.tabacocia.com.br/tabacos/tabaco-mascavel"  
[X Link](https://x.com/lazereater/status/2020233439040139740)  2026-02-07T20:29Z [---] followers, [---] engagements


"$ASTS remember when ASTS came public as a SPAC and they shared thier projections. I wonder where all that revenue and EBITDA went"  
[X Link](https://x.com/lazereater/status/2020277928458953017)  2026-02-07T23:26Z [---] followers, [----] engagements


"This is a pitch for $TPB from a idea lunch held in London on Jan 26:"  
[X Link](https://x.com/lazereater/status/2020529911056798169)  2026-02-08T16:07Z [---] followers, [----] engagements


"I thought this was the most interesting statement in the $BTI call today. It suggests that not only could we see signficanly more growth in terms of number of users but the consumption per user should continue to rise. I know I use like [--] a day. $TPB $PM $MO"  
[X Link](https://x.com/lazereater/status/2022113260905156650)  2026-02-13T00:59Z [---] followers, [----] engagements


"$TPB reminds me of the early days of $CELH and $MNST when they just starting to roll out into broad distribution. Check out @alppouch and @FrePouches https://youtu.be/cmmiPWnRHWUsi=MJI3e1ezQHog9QxK https://youtu.be/cmmiPWnRHWUsi=MJI3e1ezQHog9QxK"  
[X Link](https://x.com/lazereater/status/1977417630433911289)  2025-10-12T16:54Z [---] followers, 191.7K engagements


"@mcuban I was wondering if you had any thoughts on the nicotine pouch market. Since [----] sales have grown 10X. Seems to have all the benificial business aspects of cigarettes without the awful social costs. I believe that $TPB is the best way to capitalize on the trend"  
[X Link](https://x.com/lazereater/status/1977495301305901309)  2025-10-12T22:03Z [---] followers, [---] engagements


"@SnubieDotCom @JohnDoeKnowsGuy $TPB's ALP is only in [----] stores in the tracked channels but look how they do in the stores they are in. ALP just started trialing in [--] Eleven in NJ (store locator). Do you think with the performance below that they will get a nationwide distribution agreement with [--] Eleven"  
[X Link](https://x.com/lazereater/status/1977729983863717945)  2025-10-13T13:35Z [---] followers, [---] engagements


"@SnubieDotCom have you had a chance to look at this review of $TPB which makes ALP and FRE If so what do you think https://youtu.be/cmmiPWnRHWUsi=3rTW1AowC-z_WIoK https://youtu.be/cmmiPWnRHWUsi=3rTW1AowC-z_WIoK"  
[X Link](https://x.com/lazereater/status/1977783940233753073)  2025-10-13T17:10Z [---] followers, [---] engagements


"Here is a summary of the latest scanner data that covers Q3 for $TPB. Note that the capture rate below does not adjust for wholesale or retail margins but gives a picture of how much of sales are in tracked channels"  
[X Link](https://x.com/lazereater/status/1978251138643234829)  2025-10-15T00:06Z [---] followers, [----] engagements


"One thing I find very rewarding owning $tpb is that I can get some of the money back that I spend on ALP and FRE@alppouch @FrePouches @TuckerCarlson @SnubieDotCom"  
[X Link](https://x.com/lazereater/status/1978255763605770490)  2025-10-15T00:25Z [---] followers, [---] engagements


"@Divergent7651 Sure. This is derived from the scanner data. This does not capture sales in untracked channels which include online and many smaller independent convenience grocery or drug stores. As of Q2 more than half of $tpb s NP sales were online"  
[X Link](https://x.com/lazereater/status/1978417052873363729)  2025-10-15T11:05Z [---] followers, [---] engagements


"I dont expect $TPBs Nicotine pouch sales to be nearly as strong on a Q over Q basis as it is in the scanner data. First the scanner data reflects entry into large chains and final sales. Last quarter there was likely fill in that is now showing up in the data"  
[X Link](https://x.com/lazereater/status/1978423008038412495)  2025-10-15T11:29Z [---] followers, [---] engagements


"Second the online DTC sales for nicotine pouch are bigger than wholesale and are likely to see a lot less volatility"  
[X Link](https://x.com/lazereater/status/1978423785163202738)  2025-10-15T11:32Z [---] followers, [---] engagements


"Thirdly we dont see the untracked channels which for FRE are likely more than half of its brick and mortar sales. There the $TPB sales force picks up customers at one to ten at a time vs. hundreds at a time for tracked channels"  
[X Link](https://x.com/lazereater/status/1978424923556085820)  2025-10-15T11:37Z [---] followers, [---] engagements


"What I do think we see with the scanner data is an indication of is that the $TPB nicotine pouch products have a lot of traction and that ALP is beginning its roll out into stores with great success"  
[X Link](https://x.com/lazereater/status/1978426015132086332)  2025-10-15T11:41Z [---] followers, [---] engagements


"$TPB HALLUM Eric Des Lauriers comments on Nielsen data for all of Q3 showing robust sequential growth for both FRE and ALP compared to guidance for flat sales and compared to decreasing q/q sales market leader Zyn. Sequentially FRE sales +36% ALP +224% and Zyn down -4%. Eric notes robust growth is coming despite the mix of sales on promotion for FRE (mid-teens %) and ALP (zero %) being far below that of big tobacco brands (Zyn 53% ON high-30s % Velo 60%). He also notes ALP sales per store second only to Zyn. Bottom line Eric sees Buy-rated TPB as on its way to achieving managements 10% market"  
[X Link](https://x.com/lazereater/status/1978810201886146604)  2025-10-16T13:08Z [---] followers, [----] engagements


"@smallcap_stonks @alppouch @FrePouches @TuckerCarlson @SnubieDotCom Not my experience either"  
[X Link](https://x.com/lazereater/status/1979278860383588702)  2025-10-17T20:10Z [---] followers, [--] engagements


"This is how I feel about nicotine pouches and $TPB. $PM $MO and $BTI will all benifit but their exposure is mid to low single digit of revs. and they are $100MM+ companies vs. $TPB at $1.7B with over a quarter of Revs in NP growing much faster. Charlie Munger: "The whole trick of the game is to have a few times when you know that something is better than average and to invest only where you have that extra knowledge." "And if you get just a few opportunities that's enough." https://t.co/v8vzCwnhGs Charlie Munger: "The whole trick of the game is to have a few times when you know that something"  
[X Link](https://x.com/lazereater/status/1979968889246076982)  2025-10-19T17:52Z [---] followers, [----] engagements


"@Divergent7651 Two items to think about here. First over 50% of the sales of $TPB's nicotine pouches are made on line DTC. For Q2 ALP likely represented north of 50% of sales almost entirely DCT. Another 6.3% or NP sales in the quarter were FRE DTC. Those sales are made at $5.25 per can"  
[X Link](https://x.com/lazereater/status/1980081435898941728)  2025-10-20T01:19Z [---] followers, [---] engagements


"$TPB potental near term catalysts on the horizon: (1) Indian Tarriff Deal and tariff reduction✔ (2) $TPB Q3 Earnings (3) Near shoring cost benefit (4) PMTA aproval of FRE and ALP (5) Rollout of ALP into wholesale https://www.reuters.com/world/india/india-us-nearing-trade-deal-that-would-slash-tariffs-indian-exports-15-16-mint-2025-10-22/ https://www.reuters.com/world/india/india-us-nearing-trade-deal-that-would-slash-tariffs-indian-exports-15-16-mint-2025-10-22/"  
[X Link](https://x.com/lazereater/status/1981015697473053152)  2025-10-22T15:12Z [---] followers, [---] engagements


"I would love to hear the bear case that is driving the rise in short interest in $TPB. If it is based on promotion from ZYN and Indian tariff squeze then someone has not done their homework. Curent days to cover the short is [----]. Is there something I am missing"  
[X Link](https://x.com/lazereater/status/1981017192096579958)  2025-10-22T15:17Z [---] followers, [---] engagements


"I am not a technical anlysis expert. For those of you that use technicals what are your thoughts on the $TPB set up"  
[X Link](https://x.com/lazereater/status/1981018725978689548)  2025-10-22T15:24Z [---] followers, [---] engagements


"@nicotinecap Same for $TPB"  
[X Link](https://x.com/lazereater/status/1981029022403305931)  2025-10-22T16:04Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy I imagine that means that the chart is not great"  
[X Link](https://x.com/lazereater/status/1981032207956181446)  2025-10-22T16:17Z [---] followers, [--] engagements


"@collector_fifa Thank you FifaCardCollector. Having been an investor in $TPB for a long time it seems that this year the patern is that they report/beat stock runs for a week and then consolidates until the next earnings but tends to run a bit into earnings"  
[X Link](https://x.com/lazereater/status/1981035805461164505)  2025-10-22T16:31Z [---] followers, [---] engagements


"$TPB regulatory back drop for ALP and FRE $PM $BTI Velo 🤝 Zyn $PM $BTI Velo 🤝 Zyn"  
[X Link](https://x.com/lazereater/status/1981036220185514063)  2025-10-22T16:33Z [---] followers, [---] engagements


"@ShitFund Solution: Long $TPB $BTI $PM $MO"  
[X Link](https://x.com/lazereater/status/1981041657140199584)  2025-10-22T16:55Z [---] followers, [---] engagements


"This may explain why $TPB was under pressure for the last few weeks outside of what looks like some foolish shorting:"  
[X Link](https://x.com/lazereater/status/1981467028046135617)  2025-10-23T21:05Z [---] followers, [---] engagements


"@HarryKnowz for $TPB the Sleeper must awaken:"  
[X Link](https://x.com/lazereater/status/1981800691443159460)  2025-10-24T19:11Z [---] followers, [---] engagements


"@alppouch @TuckerCarlson I am just glad that I can own stock in a product that I love. $TPB is Tucker's partner. https://youtu.be/cmmiPWnRHWUsi=jpX0VA3PHHAsTFwd https://youtu.be/cmmiPWnRHWUsi=jpX0VA3PHHAsTFwd"  
[X Link](https://x.com/lazereater/status/1982551583662710867)  2025-10-26T20:55Z [---] followers, [---] engagements


"@ryanjg19 @LFGM_99 @alppouch you should try FRE. (also by turning point brands who is the Joint venture partner with Tucker in ALP)"  
[X Link](https://x.com/lazereater/status/1982552665222778951)  2025-10-26T20:59Z [---] followers, [--] engagements


"@tmccutcheon3 @ClarkSquareCap $TPB has the largest exposure to nicotine pouches among publicly trade US companes. NP are now 26% of sales from nearly [--] Q1 [----]. Nearshoring production lifts margins in [----]. In the process of getting national distribution for ALP. See: https://youtu.be/cmmiPWnRHWUsi=_p0t_MsLP-OXHPXD https://youtu.be/cmmiPWnRHWUsi=_p0t_MsLP-OXHPXD"  
[X Link](https://x.com/lazereater/status/1982611346132017553)  2025-10-27T00:52Z [---] followers, [---] engagements


"@Divergent7651 For $TPB's Q3 I estimamate the following for revenues: Nicotine Pouch sales: $36.5MM or up 21% Q/Q Stokers MST and chew: $39MM Zig Zag: $41.5MM (down because of clipper and cigars) Total Revenues for Q3: $117MM or roughly flat from Q2 buy beating Sellside estimate of $110.2"  
[X Link](https://x.com/lazereater/status/1982907528540529092)  2025-10-27T20:29Z [---] followers, [---] engagements


"@Divergent7651 For $tpb's profit I think EBITDA of roughly $29 MM because I think the profit growth from nicotine pouch will be offset by tariffs a slight Zig-zag drag (clipper/cigars are low margin) and start up costs for domestic production. Sell side is looking for $27.1 MM"  
[X Link](https://x.com/lazereater/status/1982910739070496945)  2025-10-27T20:42Z [---] followers, [---] engagements


"The Great @SnubieDotCom enjoys the satisfaction of yeat another ALP Nicotone Pouch. This time it is Spearmint. I personally enjoy both ALP and FRE which are the best pouches on the market. I love the fact that I can own stock in $TPB which makes ALP and FRE. Let's check out @alppouch's Alp Spearmint Nicotine Pouches this afternoon If you buy any use our link (it helps support https://t.co/F2oZcLumvf): https://t.co/eYZlfKwWR6 #NICOTINEPOUCHES #nicotinepouch https://t.co/0G3KcZVV1H Let's check out @alppouch's Alp Spearmint Nicotine Pouches this afternoon If you buy any use our link (it helps"  
[X Link](https://x.com/lazereater/status/1986556464048316819)  2025-11-06T22:09Z [---] followers, [---] engagements


"$TPB @alppouch Hello I guess this is happening: https://vapetm.com/products/the-pouch-stacker-mega-americas-first-pouch-only-vending-machine-pre-order-now_pos=21&_sid=643ae095b&_ss=r&srsltid=AfmBOooYPMuYP7NKhkddpIuB4e3XGYN9yXx7KiXXv6mbnZGQjROtS8d-qrQ https://vapetm.com/products/the-pouch-stacker-mega-americas-first-pouch-only-vending-machine-pre-order-now_pos=21&_sid=643ae095b&_ss=r&srsltid=AfmBOooYPMuYP7NKhkddpIuB4e3XGYN9yXx7KiXXv6mbnZGQjROtS8d-qrQ"  
[X Link](https://x.com/lazereater/status/1987178277127999614)  2025-11-08T15:19Z [---] followers, [---] engagements


"@richard_ersted @Rebel94289165 @nicotinecap @alppouch I would love to see the short case for $TPB. Seems insane to me"  
[X Link](https://x.com/lazereater/status/1987710447064133707)  2025-11-10T02:34Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy Can you say manufactued housing $CVCO and $SKY"  
[X Link](https://x.com/lazereater/status/1987710993657454916)  2025-11-10T02:36Z [---] followers, [--] engagements


"@Rebel94289165 @richard_ersted @nicotinecap @alppouch Yes but $TPB grew right through the ZYN promotion which has now normalized and they did so without any promotion themselves with higher prices in the quarter. That is a very weak thesis to justify 11% of the float short IMO"  
[X Link](https://x.com/lazereater/status/1987711703489110079)  2025-11-10T02:39Z [---] followers, [---] engagements


"@HatfieldCapital Look at $CELH compared to $TPB. Consider when $CELH TTM sales hit $102M. That is the same point where $TPB's white pouch business is today with TTM sales at $100.3. By the first quarter of [----] CELH had TTM sales were $102MM trading at [---] times sales"  
[X Link](https://x.com/lazereater/status/1988287281262981605)  2025-11-11T16:46Z [---] followers, [---] engagements


"@HatfieldCapital By the end of [----] $CELH $44.43 pre split on sales of $130.7 million or [----] times sales. Today if you assign 3X sales mutiple to $TPB's legacy business then the NP business is trading at 10.7X"  
[X Link](https://x.com/lazereater/status/1988287642489024965)  2025-11-11T16:48Z [---] followers, [---] engagements


"@HatfieldCapital $CELH ultimately peaked in the first quarter of [----] at $288.00 per share pre-split which was [----] times $1.329 billion in sales. That is not too far off from where $TPB would be if it gets 10% share of a nicotine pouch market that could be $10-$20B by 2030"  
[X Link](https://x.com/lazereater/status/1988289367002279968)  2025-11-11T16:55Z [---] followers, [---] engagements


"@HatfieldCapital If $TPB can hit its goal by [----] of 10%+ share in NP and command a multiple for NP comprable to $CELH (it should given quality delta and that the US energy drink market has a $25BN tam vs. nicotine at $115BN tam then $TPB could trade at 10X+ at that time ($1000+)"  
[X Link](https://x.com/lazereater/status/1988290850510741673)  2025-11-11T17:00Z [---] followers, [---] engagements


"@PiratePadre @alppouch I like ALP so much that I bought $TPB which owns half the company As I use my ALP I get some back as $TPB profits from my continious use"  
[X Link](https://x.com/lazereater/status/1988331831901777977)  2025-11-11T19:43Z [---] followers, [---] engagements


"@badFinAdvice @alppouch Travis do you own $TPB stock"  
[X Link](https://x.com/lazereater/status/1988377539572887994)  2025-11-11T22:45Z [---] followers, [---] engagements


"I want to be clear that $TPB is not $CELC. I do think that there is a lot of blue sky for $TPB in terms of potential returns but most investors in $TPB are conservative and focused on profits as well as sales growth where as $CELC likely draws a more speculative investor set"  
[X Link](https://x.com/lazereater/status/1988749295869161619)  2025-11-12T23:22Z [---] followers, [--] engagements


"@nicotinecap How do you get there"  
[X Link](https://x.com/lazereater/status/1988749618247815376)  2025-11-12T23:23Z [---] followers, [--] engagements


"@HatfieldCapital I want to be clear that $TPB is not $CELC. I do think that there is a lot of blue sky for $TPB in terms of potential returns but most investors in $TPB are conservative and focused on profits as well as sales growth where as $CELC likely draws a more speculative investor set"  
[X Link](https://x.com/lazereater/status/1988750247779013022)  2025-11-12T23:26Z [---] followers, [--] engagements


"Look at who has been buying a lot of $TPB"  
[X Link](https://x.com/lazereater/status/1989758214414434328)  2025-11-15T18:11Z [---] followers, [---] engagements


"@911_TruthNow Seems low given that there are [--] million shares outstanding What is this measuring"  
[X Link](https://x.com/lazereater/status/1990301285246267472)  2025-11-17T06:09Z [---] followers, [--] engagements


"Why FRE and ALP are taking share from ZYN and On Because they last longer taste better have better mouth feel and offer higher nicotine strengths. $TPB $MO $PM $BTI https://youtu.be/YnW9QSFGSY8 https://youtu.be/YnW9QSFGSY8"  
[X Link](https://x.com/lazereater/status/1996200265079206222)  2025-12-03T12:50Z [---] followers, [----] engagements


"Why does Joe Rogan is ALP Could it be because its the best nicotine poiuch $tpb $mo $pm $bti"  
[X Link](https://x.com/lazereater/status/1996456572835537326)  2025-12-04T05:48Z [---] followers, [---] engagements


"Joe Rogan uses ALP because it is better than ZYN On or Velo. That is why ALP is taking share even though it is only in less than [----] stores vs. the others that are everywhere. $pm $on $tpb $bti $celh Joe Rogan's Spotify Wrapped with ALP on the desk https://t.co/ELBQjDZrG4 Joe Rogan's Spotify Wrapped with ALP on the desk https://t.co/ELBQjDZrG4"  
[X Link](https://x.com/lazereater/status/1996691377829089421)  2025-12-04T21:21Z [---] followers, 16.2K engagements


"@Stockinflection I get plot from UBS and Morgan Stanley"  
[X Link](https://x.com/lazereater/status/1996788867698250232)  2025-12-05T03:48Z [---] followers, [--] engagements


"@DeepSailCapital $tpb has taken its nicotine pouch business with ALP and FRE from near [--] to 30% of revenues growing double digits sequentially each quarter. It reminds me of CELH in [----]. Massive cost savings coming from near shoring. Completely absent in sell side estimates"  
[X Link](https://x.com/lazereater/status/1997730024594772288)  2025-12-07T18:08Z [---] followers, [----] engagements


"@DeepSailCapital FRE nicotine pouches provided our founding fathers with the inspiration for the US constitution $tpb $mo $pm $bti https://youtu.be/VWY-BJymPP4si=P8SDbr-hCsBWHH7u https://youtu.be/VWY-BJymPP4si=P8SDbr-hCsBWHH7u"  
[X Link](https://x.com/lazereater/status/1997739847839363390)  2025-12-07T18:47Z [---] followers, 16.9K engagements


"@FocusedCompound Andrew this is a pretty good summary of the $TPB investment thesis. https://youtu.be/cmmiPWnRHWUsi=RrInj2NweBwpkHS9 https://youtu.be/cmmiPWnRHWUsi=RrInj2NweBwpkHS9"  
[X Link](https://x.com/lazereater/status/1998527533613199425)  2025-12-09T22:57Z [---] followers, [----] engagements


"@asymtrades $TPB I like:"  
[X Link](https://x.com/lazereater/status/1998803956005544372)  2025-12-10T17:16Z [---] followers, [---] engagements


"@asymtrades Elsa you still involved with $TPB What do you think of the chart"  
[X Link](https://x.com/lazereater/status/1998805651607450034)  2025-12-10T17:22Z [---] followers, [---] engagements


"This is a big deal. Prior to this $TPB could not sell Alp into California"  
[X Link](https://x.com/lazereater/status/1999157654032163277)  2025-12-11T16:41Z [---] followers, [---] engagements


"The Alp army is on the march $tpb"  
[X Link](https://x.com/lazereater/status/2000580583739523242)  2025-12-15T14:55Z [---] followers, [----] engagements


"$mo $bti $pm @alppouch I love that I can own stock in a company like $tob that makes such a great product that I love. Its pure Peter Lynch The Alp army is on the march $tpb https://t.co/WdW03mXxSd The Alp army is on the march $tpb https://t.co/WdW03mXxSd"  
[X Link](https://x.com/lazereater/status/2000582668551856478)  2025-12-15T15:04Z [---] followers, [---] engagements


"$TPB . Recently discovered that FRE was the inspiration for the lightbulb: https://youtu.be/msoz3sAnIJ4si=_nZGq1aGblsUJnBT https://youtu.be/msoz3sAnIJ4si=_nZGq1aGblsUJnBT"  
[X Link](https://x.com/lazereater/status/2002128255667876066)  2025-12-19T21:25Z [---] followers, [---] engagements


"$TPB: extended version of FRE as the inspiration for the creation of the lightbulb: https://youtu.be/yVzXWIlDJt4si=wHD94ukrFz7MBpRJ https://youtu.be/yVzXWIlDJt4si=wHD94ukrFz7MBpRJ"  
[X Link](https://x.com/lazereater/status/2002142300638765562)  2025-12-19T22:21Z [---] followers, [---] engagements


"$TPB: ALP is rolling out to select 7-11s in the DFW area: $bti $mo $pm $celh https://www.instagram.com/p/DSk4un8AQEJ/igsh=MWNncmk4Yzk0dDhqYg== https://www.instagram.com/p/DSk4un8AQEJ/igsh=MWNncmk4Yzk0dDhqYg=="  
[X Link](https://x.com/lazereater/status/2003509339181461829)  2025-12-23T16:53Z [---] followers, [----] engagements


"I challenge anyone to provide a risk adjusted idea that is better than $tpb I ask because if you can I will buy it. Come on and take the challenge. You post it and I will look at it and we can compare into the Thunderdome $celh $mo $pm $ptmi $ionq $pltr $asts $amc $gme"  
[X Link](https://x.com/lazereater/status/2004812043438977211)  2025-12-27T07:10Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy What is your favorite idea If its not $tpb please share details"  
[X Link](https://x.com/lazereater/status/2006807171871494252)  2026-01-01T19:18Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy Why do you like $crox over $DECK"  
[X Link](https://x.com/lazereater/status/2006817568531820673)  2026-01-01T19:59Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy Please elaborate on your $lqda thesis. How did you come to find the idea What is the long story there"  
[X Link](https://x.com/lazereater/status/2006827053564514468)  2026-01-01T20:37Z [---] followers, [----] engagements


"@tmccutcheon3 @siriusfund For ALP on line sales should be around $27.4MM and FRE should be about $3.5MM"  
[X Link](https://x.com/lazereater/status/2006889225321591110)  2026-01-02T00:44Z [---] followers, [--] engagements


"@tickerplus @alppouch @FREPouch I am going to take a picture of your cautionary warning and will repost it after $tpb posts earnings. We will see if you are costing or benefiting your customers by suggesting they extrapolate your proprietary indicators to the performance of $tpb s pouch business"  
[X Link](https://x.com/lazereater/status/2008663681891287316)  2026-01-06T22:15Z [---] followers, [---] engagements


"@DrStoxx Dr. Stoxx if you are interested there are two very good podcasts about $TPB that frame the thesis. I think its the most compelling consumer name today. https://youtu.be/38RMPZAql4csi=DcNsX9NktxhJN5zw https://youtu.be/cmmiPWnRHWUsi=dLcr6a8slamJvHDW https://youtu.be/38RMPZAql4csi=DcNsX9NktxhJN5zw https://youtu.be/cmmiPWnRHWUsi=dLcr6a8slamJvHDW"  
[X Link](https://x.com/lazereater/status/2009400362609090755)  2026-01-08T23:02Z [---] followers, [---] engagements


"@chitchatstocks When you consider that $PM doubled last year vs . early [----] because of ZYN which is a mid-single digit % of revenue from $130B to $260B $TPB with 30% of revs from nicotine pouch growing much faster with a much longer runway is crazy cheap at $2.1B"  
[X Link](https://x.com/lazereater/status/2010688172045324384)  2026-01-12T12:19Z [---] followers, [---] engagements


"@Rebel94289165 For [----] all of $TPB imported [--] million cans (units) for both ALP and FRE in this clip from the article above they state that their goal of [----] is [---] million cans just for ALP:"  
[X Link](https://x.com/lazereater/status/2011379916088979817)  2026-01-14T10:08Z [---] followers, [---] engagements


"@Rebel94289165 For $tpb that would translate into over $300 million in revenue for ALP alone which will be more than twice the revenue for $TPBs nicotine pouch business for [----] and a 37% increase in TPBs total revenue. Any growth from FRE Zig-Zag or Stokers would be on top of that"  
[X Link](https://x.com/lazereater/status/2011380540516229369)  2026-01-14T10:11Z [---] followers, [---] engagements


"@Rebel94289165 Sell side is only looking for $51 million in revenue growth for $tpb for [----] vs. 2025"  
[X Link](https://x.com/lazereater/status/2011381701449318887)  2026-01-14T10:15Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy JohnDoeKnowsGuy you should know Its for holding not trading. If Tucker meets his goal of [---] million cans this year its hard to imagine that the entry point is going to get much better for $tpb"  
[X Link](https://x.com/lazereater/status/2011576307931578551)  2026-01-14T23:08Z [---] followers, [---] engagements


"@DrStoxx Dr. Stoxx if you are interested there is indepth analysis of $TPB on the Dumb Money discord in the Conviction-doc channel. There is also a very good discussion thread regarding $TPB in the Dumb Money discord Conviction-doc-chat channel. Would love to hear your thoughts"  
[X Link](https://x.com/lazereater/status/2012950488023482679)  2026-01-18T18:09Z [---] followers, [---] engagements


"@DrStoxx Here is a link to the $TPB discussion thread: https://discordapp.com/channels/703824217585614868/1461484394853306570 https://discordapp.com/channels/703824217585614868/1461484394853306570"  
[X Link](https://x.com/lazereater/status/2012952460717871137)  2026-01-18T18:17Z [---] followers, [---] engagements


"@ForbesJacq98528 @Divergent7651 I its a matter of preference for ALP and FRE. I have tried them all and I believe ALP and FRE are better. I do agree that VELO is better than ZYN for sure. ALPs brand is much better than VELOs. VELO is a much smaller % of $BTIs sales at mid single digits. For $TPB its 30%"  
[X Link](https://x.com/lazereater/status/2014524728258502759)  2026-01-23T02:24Z [---] followers, [---] engagements


"@scottjenkins I think $fcfs will crush earnings for a number of reasons: pesso gold prices low estimates unappreciated accretion from new UK acquisition and continuing weakness in the low end consumer. Scott you ever look at $TPB"  
[X Link](https://x.com/lazereater/status/2017698449446101383)  2026-01-31T20:36Z [---] followers, [--] engagements


"$WSC is one step closer. FTC review ends at EOM. https://www.bizjournals.com/phoenix/news/2024/07/11/willscot-mobile-mini-mcgrath-rentcorp-acquisition.html https://www.bizjournals.com/phoenix/news/2024/07/11/willscot-mobile-mini-mcgrath-rentcorp-acquisition.html"  
[X Link](https://x.com/lazereater/status/1811704775278231854)  2024-07-12T10:10Z [---] followers, [---] engagements


"@Uzocapital @Rebel94289165 @Divergent7651 @ForbesJacq98528 At this price assuming the continued trajectory of the business without some catastrophe like a PMTA denial or and end of trade with India prior to the ramp of the American production its a question of just how much upside there is. What do you think"  
[X Link](https://x.com/lazereater/status/2017714991286153243)  2026-01-31T21:41Z [---] followers, [--] engagements


"These are pretty crazy. Imagine if all these folks knew that they could own ALP the business by buying $TPB. They would become the ALP army. They would likely buy more ALP too @alppouch https://loox.io/s/Qg8d6fFEniutm_source=chatgpt.com https://loox.io/s/Qg8d6fFEniutm_source=chatgpt.com"  
[X Link](https://x.com/anyuser/status/2009353949456056672)  2026-01-08T19:58Z [---] followers, [---] engagements


"$tpb : look at what I found. https://www.instagram.com/reel/DPCFRjtAEAg/utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== https://www.instagram.com/reel/DPCFRjtAEAg/utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA=="  
[X Link](https://x.com/anyuser/status/2010834614558814319)  2026-01-12T22:01Z [---] followers, [---] engagements


"$TPB will have to find a bigger market for the Indian production. Check out the Sweedish per cap consumption volume vs. the US. Carzy if we get anywhere close. They are seven years ahead of us"  
[X Link](https://x.com/anyuser/status/2013481835112677833)  2026-01-20T05:20Z [---] followers, [---] engagements


"$TPB . This may be getting better. finally: https://www.reuters.com/world/india/bessent-hints-possible-us-tariff-relief-india-russian-oil-imports-drop-2026-01-24/ https://www.reuters.com/world/india/bessent-hints-possible-us-tariff-relief-india-russian-oil-imports-drop-2026-01-24/"  
[X Link](https://x.com/lazereater/status/2015229915126288718)  2026-01-25T01:07Z [---] followers, [---] engagements


"$TPB First picture from ALP store locator from 1/18/2026. Second is from today. [--] llocations added in [--] days. The last scanner data had them in [----] as of 1/03/2026 today [----]. Some stores may not show up in the scanner data but the growth is there. https://alppouch.com/pages/store-locatorsrsltid=AfmBOoq3mSQpKJLeYtSpbAHZk9BOSFmYnDB1xX863eQixbdGAI-xFHks https://alppouch.com/pages/store-locatorsrsltid=AfmBOoq3mSQpKJLeYtSpbAHZk9BOSFmYnDB1xX863eQixbdGAI-xFHks"  
[X Link](https://x.com/anyuser/status/2016595022234190105)  2026-01-28T19:31Z [---] followers, [----] engagements

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