[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.] #  @ragingbullcap Dylan Marrello Dylan Marrello posts on X about market cap, $snap, $spot, all the the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1756716789172494336/interactions)  - X Week XXXXXX +380% - X Month XXXXXXX +39% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +7.10% ### Mentions: XX [#](/creator/twitter::1756716789172494336/posts_active)  - X Week XX +40% - X Month XX -X% - X Months XXX -XX% - X Year XXX +49% ### Followers: XXXXX [#](/creator/twitter::1756716789172494336/followers)  - X Week XXXXX +0.64% - X Month XXXXX +0.96% - X Months XXXXX +9.90% - X Year XXXXX +53% ### CreatorRank: XXXXXXX [#](/creator/twitter::1756716789172494336/influencer_rank)  ### Social Influence [#](/creator/twitter::1756716789172494336/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [market cap](/topic/market-cap) #180, [$snap](/topic/$snap) #24, [$spot](/topic/$spot) 3.45%, [all the](/topic/all-the) 3.45%, [$75share](/topic/$75share) 3.45%, [sticky](/topic/sticky) 3.45%, [$5b](/topic/$5b) 3.45%, [$12b](/topic/$12b) 3.45%, [$rddt](/topic/$rddt) 3.45%, [sentiment](/topic/sentiment) XXXX% **Top accounts mentioned or mentioned by** [@theminicapital](/creator/undefined) [@kafka7invest](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@parth29192](/creator/undefined) [@tradeoilstocks](/creator/undefined) [@nstepmum](/creator/undefined) [@franfra51045228](/creator/undefined) [@stephenframpto9](/creator/undefined) [@sosacapital](/creator/undefined) [@stoic_point](/creator/undefined) [@davidkatunaric](/creator/undefined) [@bitmoreleverage](/creator/undefined) [@micromaniaadamo](/creator/undefined) [@rdizzle6957253](/creator/undefined) [@benbonning](/creator/undefined) [@rks2305](/creator/undefined) [@jupiters_string](/creator/undefined) [@boneham12](/creator/undefined) [@nim_chef](/creator/undefined) [@jam_invest](/creator/undefined) **Top assets mentioned** [Snap, Inc. (SNAP)](/topic/$snap) [Spotify Technology (SPOT)](/topic/$spot) [Reddit, Inc. (RDDT)](/topic/$rddt) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) ### Top Social Posts [#](/creator/twitter::1756716789172494336/posts) --- Top posts by engagements in the last XX hours "Long $SNAP in size below $X. Patten recognition or idiocy One of my best investments was a XX% position in $SPOT in Dec 2022 with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the best companies in the history of capitalism. Yet the market hated the stock: "the labels will capture all the value" "they'll never make a profit" "SBC is egregious" etc. The stock traded 2x sales as a result. Fast forward XXX years and the stock has 10xd. What did the market miss - SPOT had prioritized growth/scale over" [X Link](https://x.com/ragingbullcap/status/1980667895760711819) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T16:10Z 8535 followers, 32.7K engagements "Extending the SPOT analogy with some numbers: Market cap: SPOT ($140B); SNAP ($14B) Revenues: $18B vs. $5.6B Gross Profit: $5.8B (30% margin) vs. $3B (54%) So SPOT is worth 10x SNAP today with only 3x the revenue and less than 2x the gross profit. Obviously SPOTs revenue is much higher quality - less competition stickier less cyclical listening to music is inevitable etc. But SNAP's gross margins are much higher and the delta could expand significantly. SNAP also was 1.4x the MAU (much lower ARPU) SPOT trades for 20x gross profit. At half that multiple simply on today's numbers SNAP is a" [X Link](https://x.com/ragingbullcap/status/1980970851622154305) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-22T12:13Z 8534 followers, 1513 engagements "Few are with me on this (and I may turn out wrong) but this is the blueprint for the $OGI $CRON thesis. Envision a global cannabis juggernaut in XX years and what that may be worth (TAM unit economics market share likely market structure - billions in market cap if the market consolidates over time like e.g. beer and tobacco) and reverse engineer what it would take to get there: scale✔ cherished brands✔ a cost of capital advantage over competitors ✔. What their income statements look like today is dwarfed in importance by these other factors and why I think the fixation the market has on" [X Link](https://x.com/ragingbullcap/status/1981340263735054458) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T12:41Z 8534 followers, 2156 engagements "First principles (from multiple-disciplines) and qualitative attributes:" [X Link](https://x.com/ragingbullcap/status/1981335320739401882) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T12:22Z 8534 followers, 1834 engagements "$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry: - XX% EBITDA margin XX% profit margin; - IMAX box office +29% domestically and XX% globally notwithstanding overall box office declining XX% YoY (5% share domestically) - Given the above demand no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still:" [X Link](https://x.com/ragingbullcap/status/1981350488755888146) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T13:22Z 8535 followers, 10.7K engagements "$CGX.TO And there it is. Cineplex Digital Media sold for $70m. Would have liked to see a higher price tag but it's still a material in flow of capital (7% of the convert diluted market cap). Importantly the transaction delevers the balance sheet and makes capital returns a reality. I suspect this is just the beginning of readying the company for an outright sale. Winward getting it's way quickly. Link to thesis in comments" [X Link](https://x.com/ragingbullcap/status/1978782479185031352) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-16T11:18Z 8532 followers, 8006 engagements "Continue to like playing this through IMAX China 1970hk. Ex-cash market cap is $240m USD and will do something around $40m in earnings this year - i.e. trading at 6x EPS vs. 20x at the parent. Have shown willingness to buyback stock below HK$8/share and still think the minority gets taken out next year at significant premium" [X Link](https://x.com/ragingbullcap/status/1981350491318612158) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T13:22Z 8535 followers, 1615 engagements "Anyone else with confirmatory anecdotes like this" [X Link](https://x.com/ragingbullcap/status/1980687257141907880) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T17:26Z 8532 followers, 4984 engagements "@tradeoilstocks @TheMiniCapital @Kafka7invest You know what kind of market we are in when tradeoilstocks is going major long SNAP 😂" [X Link](https://x.com/ragingbullcap/status/1980744959541276757) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T21:16Z 8531 followers, XXX engagements "@TheMiniCapital @Kafka7invest Three things guaranteed in life: death taxes and $SNAP dumping XX% on earnings. Probably don't need to be in a big rush lol" [X Link](https://x.com/ragingbullcap/status/1980731072280486156) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-21T20:21Z 8532 followers, XXX engagements "Horizon Kinetics controlled extremely illiquid BTC miner $WELX just collapsed XX% on some $200K ish of volume on no news as far as I can tell. I ate a decent chunk and am full but the ask is still well below $X -- shares generally trade closer to $4.50/$5. Unless I am missing something (and I very well could be) looks like some easy lunch money. Second time this has happened this year; first time shares recovered back to $XXXX in short order. Not investment advice never is. dyodd" [X Link](https://x.com/ragingbullcap/status/1968403078463308160) [@ragingbullcap](/creator/x/ragingbullcap) 2025-09-17T19:53Z 8532 followers, 8320 engagements "@Franfra51045228 💯imagine owning a piece of Anheuser Busch in the aftermath of prohibition and holding" [X Link](https://x.com/ragingbullcap/status/1981357248707514764) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T13:49Z 8534 followers, XXX engagements "@MicromaniaAdamo @StephenFrampto9 This really assumes the worst but even accepting that as the state of affairs there is no international opportunity priced into the stock. The market at this price seems to not believe that Natroba can capture any further market share domestically" [X Link](https://x.com/ragingbullcap/status/1981410351540248601) [@ragingbullcap](/creator/x/ragingbullcap) 2025-10-23T17:20Z 8534 followers, XXX engagements
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@ragingbullcap Dylan Marrello
Dylan Marrello posts on X about market cap, $snap, $spot, all the the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +380%
- X Month XXXXXXX +39%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +7.10%
Mentions: XX #
- X Week XX +40%
- X Month XX -X%
- X Months XXX -XX%
- X Year XXX +49%
Followers: XXXXX #
- X Week XXXXX +0.64%
- X Month XXXXX +0.96%
- X Months XXXXX +9.90%
- X Year XXXXX +53%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXX% social networks XXXX% countries XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence market cap #180, $snap #24, $spot 3.45%, all the 3.45%, $75share 3.45%, sticky 3.45%, $5b 3.45%, $12b 3.45%, $rddt 3.45%, sentiment XXXX%
Top accounts mentioned or mentioned by @theminicapital @kafka7invest @joinyellowbrick @parth29192 @tradeoilstocks @nstepmum @franfra51045228 @stephenframpto9 @sosacapital @stoic_point @davidkatunaric @bitmoreleverage @micromaniaadamo @rdizzle6957253 @benbonning @rks2305 @jupiters_string @boneham12 @nim_chef @jam_invest
Top assets mentioned Snap, Inc. (SNAP) Spotify Technology (SPOT) Reddit, Inc. (RDDT) HORIZON KINETICS HOLDING (HKHC)
Top Social Posts #
Top posts by engagements in the last XX hours
"Long $SNAP in size below $X. Patten recognition or idiocy One of my best investments was a XX% position in $SPOT in Dec 2022 with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the best companies in the history of capitalism. Yet the market hated the stock: "the labels will capture all the value" "they'll never make a profit" "SBC is egregious" etc. The stock traded 2x sales as a result. Fast forward XXX years and the stock has 10xd. What did the market miss - SPOT had prioritized growth/scale over"
X Link @ragingbullcap 2025-10-21T16:10Z 8535 followers, 32.7K engagements
"Extending the SPOT analogy with some numbers: Market cap: SPOT ($140B); SNAP ($14B) Revenues: $18B vs. $5.6B Gross Profit: $5.8B (30% margin) vs. $3B (54%) So SPOT is worth 10x SNAP today with only 3x the revenue and less than 2x the gross profit. Obviously SPOTs revenue is much higher quality - less competition stickier less cyclical listening to music is inevitable etc. But SNAP's gross margins are much higher and the delta could expand significantly. SNAP also was 1.4x the MAU (much lower ARPU) SPOT trades for 20x gross profit. At half that multiple simply on today's numbers SNAP is a"
X Link @ragingbullcap 2025-10-22T12:13Z 8534 followers, 1513 engagements
"Few are with me on this (and I may turn out wrong) but this is the blueprint for the $OGI $CRON thesis. Envision a global cannabis juggernaut in XX years and what that may be worth (TAM unit economics market share likely market structure - billions in market cap if the market consolidates over time like e.g. beer and tobacco) and reverse engineer what it would take to get there: scale✔ cherished brands✔ a cost of capital advantage over competitors ✔. What their income statements look like today is dwarfed in importance by these other factors and why I think the fixation the market has on"
X Link @ragingbullcap 2025-10-23T12:41Z 8534 followers, 2156 engagements
"First principles (from multiple-disciplines) and qualitative attributes:"
X Link @ragingbullcap 2025-10-23T12:22Z 8534 followers, 1834 engagements
"$IMAX $1970hk Logic quickly being validated. This is an incredible business worth paying up for as it captures a wildly disproportionate share of value in the industry: - XX% EBITDA margin XX% profit margin; - IMAX box office +29% domestically and XX% globally notwithstanding overall box office declining XX% YoY (5% share domestically) - Given the above demand no surprise systems installs are booming - exhibitors and studios both need IMAX to draw crowds (hence the huge royalty IMAX can extract on both ends). Loads of white space still:"
X Link @ragingbullcap 2025-10-23T13:22Z 8535 followers, 10.7K engagements
"$CGX.TO And there it is. Cineplex Digital Media sold for $70m. Would have liked to see a higher price tag but it's still a material in flow of capital (7% of the convert diluted market cap). Importantly the transaction delevers the balance sheet and makes capital returns a reality. I suspect this is just the beginning of readying the company for an outright sale. Winward getting it's way quickly. Link to thesis in comments"
X Link @ragingbullcap 2025-10-16T11:18Z 8532 followers, 8006 engagements
"Continue to like playing this through IMAX China 1970hk. Ex-cash market cap is $240m USD and will do something around $40m in earnings this year - i.e. trading at 6x EPS vs. 20x at the parent. Have shown willingness to buyback stock below HK$8/share and still think the minority gets taken out next year at significant premium"
X Link @ragingbullcap 2025-10-23T13:22Z 8535 followers, 1615 engagements
"Anyone else with confirmatory anecdotes like this"
X Link @ragingbullcap 2025-10-21T17:26Z 8532 followers, 4984 engagements
"@tradeoilstocks @TheMiniCapital @Kafka7invest You know what kind of market we are in when tradeoilstocks is going major long SNAP 😂"
X Link @ragingbullcap 2025-10-21T21:16Z 8531 followers, XXX engagements
"@TheMiniCapital @Kafka7invest Three things guaranteed in life: death taxes and $SNAP dumping XX% on earnings. Probably don't need to be in a big rush lol"
X Link @ragingbullcap 2025-10-21T20:21Z 8532 followers, XXX engagements
"Horizon Kinetics controlled extremely illiquid BTC miner $WELX just collapsed XX% on some $200K ish of volume on no news as far as I can tell. I ate a decent chunk and am full but the ask is still well below $X -- shares generally trade closer to $4.50/$5. Unless I am missing something (and I very well could be) looks like some easy lunch money. Second time this has happened this year; first time shares recovered back to $XXXX in short order. Not investment advice never is. dyodd"
X Link @ragingbullcap 2025-09-17T19:53Z 8532 followers, 8320 engagements
"@Franfra51045228 💯imagine owning a piece of Anheuser Busch in the aftermath of prohibition and holding"
X Link @ragingbullcap 2025-10-23T13:49Z 8534 followers, XXX engagements
"@MicromaniaAdamo @StephenFrampto9 This really assumes the worst but even accepting that as the state of affairs there is no international opportunity priced into the stock. The market at this price seems to not believe that Natroba can capture any further market share domestically"
X Link @ragingbullcap 2025-10-23T17:20Z 8534 followers, XXX engagements