#  @GrowSustain O.U.C.H. Capital O.U.C.H. Capital posts on X about $pypl, $klima, $frmo, $ayi the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: undefined [#](/creator/twitter::1155278627229044736/interactions)  - [--] Week [--] -95% - [--] Month [-----] +332% - [--] Months [-----] -67% - [--] Year [------] +109% ### Mentions: undefined [#](/creator/twitter::1155278627229044736/posts_active)  - [--] Week [--] -67% - [--] Month [--] +33% - [--] Months [--] no change - [--] Year [--] +33% ### Followers: [---] [#](/creator/twitter::1155278627229044736/followers)  - [--] Month [---] no change - [--] Months [---] -18% - [--] Year [---] +3.10% ### CreatorRank: undefined [#](/creator/twitter::1155278627229044736/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 71.67% [stocks](/list/stocks) 46.67% [technology brands](/list/technology-brands) 20% [cryptocurrencies](/list/cryptocurrencies) 18.33% [exchanges](/list/exchanges) 1.67% **Social topic influence** [$pypl](/topic/$pypl) 13.33%, [$klima](/topic/$klima) 13.33%, [$frmo](/topic/$frmo) 8.33%, [$ayi](/topic/$ayi) 8.33%, [ipo](/topic/ipo) 6.67%, [stocks](/topic/stocks) 6.67%, [$klar](/topic/$klar) 5%, [crypto](/topic/crypto) 5%, [play](/topic/play) 5%, [100x](/topic/100x) 5% **Top accounts mentioned or mentioned by** [@corpusmaximus1](/creator/undefined) [@klimadao](/creator/undefined) [@jcparetsx](/creator/undefined) [@carbonmarkcom](/creator/undefined) [@gurufocus](/creator/undefined) [@mossearth](/creator/undefined) [@toucanprotocol](/creator/undefined) [@puroco2removal](/creator/undefined) [@regennetwork](/creator/undefined) [@wearycenturion](/creator/undefined) [@btcforfreedom](/creator/undefined) [@allstarcharts](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@leevalueroach](/creator/undefined) [@themotleyfool](/creator/undefined) [@tickerplus](/creator/undefined) [@veggiegrill](/creator/undefined) [@financefelix](/creator/undefined) [@oliviercolombo](/creator/undefined) [@markyusko](/creator/undefined) **Top assets mentioned** [PayPal Holdings Inc (PYPL)](/topic/$pypl) [KlimaDAO (KLIMA)](/topic/$klima) [FRMO CORP (FRMO)](/topic/$frmo) [Acuity Brands, Inc. (AYI)](/topic/$ayi) [Klarna Group plc (KLAR)](/topic/$klar) [Laird Superfood, Inc. (LSF)](/topic/$lsf) [eBay Inc (EBAY)](/topic/$ebay) [Markel, Corp. (MKL)](/topic/$mkl) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [RH (RH)](/topic/$rh) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Crocs, Inc. (CROX)](/topic/$crox) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Match Group Inc (MTCH)](/topic/$mtch) [Chime Financial, Inc (CHYM)](/topic/$chym) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Pattern Group Inc. (PTRN)](/topic/$ptrn) ### Top Social Posts Top posts by engagements in the last [--] hours "@weary_centurion The only legitimate risk I see is if funding markets dried up and they could no longer sell off BNPL loans but that would just mean buyback is cancelled. I have been short $KLAR against my $PYPL to hedge that unlikely downside risk" [X Link](https://x.com/GrowSustain/status/2013723220436725868) 2026-01-20T21:20Z [---] followers, [---] engagements "Ok covering my $KLAR short/hedge against $PYPL and letting $PYPL run free (and upgraded some to $PYPG 🫣). Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a win/win. https://t.co/zcQIFdZyXn Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a" [X Link](https://x.com/GrowSustain/status/2019487778783056095) 2026-02-05T19:06Z [---] followers, [---] engagements "@BTC_for_Freedom $FRMO continues to mine and own it and trades below book value" [X Link](https://x.com/GrowSustain/status/1937714385851678783) 2025-06-25T03:28Z [---] followers, [---] engagements "The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally launched as a vehicle to acquire carbon credits $KLIMA at it's peak was over $1B cap and was moving carbon markets with it's purchases. Now A screaming $3.8M(O.U.C.H. AF) well below the value of it's treasury alone. Old model was flawed lots of coin issuance. Lessons learned and Klima [---] is being launched with a real fee generating business model building out the rails of carbon trading on the blockchain. Plenty of Shitcoins are valued at $300-$600M." [X Link](https://x.com/GrowSustain/status/1971980490044543255) 2025-09-27T16:49Z [---] followers, [---] engagements "@JC_ParetsX Buy $FRMO - off the radar crypto play - early investor in the space" [X Link](https://x.com/GrowSustain/status/1937582122371547138) 2025-06-24T18:42Z [---] followers, [---] engagements "In a bloodbath of a day for every other stock/crypto the $KLIMA phoenix continues to rise from the ashes up 10%. Get in and stake before the launch of Klima [---] The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally launched as a vehicle to acquire carbon credits $KLIMA at it's peak was over $1B cap and was moving carbon markets with it's https://t.co/cTxZLAk1Ju The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally" [X Link](https://x.com/GrowSustain/status/1976757547010032118) 2025-10-10T21:11Z [---] followers, [---] engagements "Fascinating how poorly some of these cannibals performed while buying back tons of stock. $EBAY at 5.7x EV/EBIT here $RH - is that CEO an outsider Major buybacks at the [----] lows and then again here in [----] - looks like a buy" [X Link](https://x.com/GrowSustain/status/1728308200397849026) 2023-11-25T07:02Z [---] followers, [---] engagements "$LSF Search data suggests accelerating sales growth in Q1 and likely an upside surprise to consensus. More room to run" [X Link](https://x.com/GrowSustain/status/1778231268276347049) 2024-04-11T01:19Z [---] followers, [---] engagements "@corpusmaximus1 @KlimaDAO Whats the use case for $KLIMA I.e. if Im a business and I want to buy carbon offsets on a regular basis why would I buy $KLIMA as my carbon offset if the valuation sometimes may be cheap vs the value of carbon offsets but sometimes may be expensive" [X Link](https://x.com/GrowSustain/status/1784827186836595069) 2024-04-29T06:08Z [---] followers, [---] engagements "@corpusmaximus1 @KlimaDAO Ideally as a business Id always want to find the cheapest price for a carbon offset and a consistent price doesnt that make $KLIMA an unreliable tool Or is the use case something else" [X Link](https://x.com/GrowSustain/status/1784828168907714984) 2024-04-29T06:12Z [---] followers, [---] engagements "@corpusmaximus1 @KlimaDAO @carbonmarkcom Thanks - if the treasury is the biggest source of value why does it appear to be 100% correlated with the price of $KLIMA Shouldnt it be stable and grow over time as more carbon is acquired" [X Link](https://x.com/GrowSustain/status/1785201354107187211) 2024-04-30T06:55Z [---] followers, [---] engagements "@corpusmaximus1 @KlimaDAO @carbonmarkcom @moss_earth @ToucanProtocol @PuroCO2Removal @regen_network Got it so BTC is basically a carbon credit if the price of BTC gets too cheap couldnt one arbitrage it in some manner to take advantage of the discount to off-chain carbon pricing" [X Link](https://x.com/GrowSustain/status/1785553694949552184) 2024-05-01T06:15Z [---] followers, [--] engagements "@corpusmaximus1 @KlimaDAO @carbonmarkcom @moss_earth @ToucanProtocol @PuroCO2Removal @regen_network And does this mean that Klima in the past was overpaying for BTC when they were accumulating it in the treasury I assume when the BTC price was a lot higher it was probably at a big premium to prices in the traditional carbon credit markets" [X Link](https://x.com/GrowSustain/status/1785554262636081541) 2024-05-01T06:18Z [---] followers, [--] engagements "@corpusmaximus1 Hi @corpusmaximus1 another question for you - carbon credits in Europe trade at over $80/ton. Why are tech-based and nature-based offsets only $0.50 and $1.50 If that gap closed $Klima would be worth significantly more" [X Link](https://x.com/GrowSustain/status/1794253590825198005) 2024-05-25T06:26Z [---] followers, [--] engagements "Hey der bud how'd ya like the execution on that order $KLIMA" [X Link](https://x.com/GrowSustain/status/1795298164171546625) 2024-05-28T03:36Z [---] followers, [--] engagements "Has anyone seen a well thought out bull case on $SIRI that might explain why $BRK.B keeps buying it I get that its low p/fcf but subs in decline and not sure there is much pricing power so maybe a hope that they just buy back stock" [X Link](https://x.com/GrowSustain/status/1850037146322923617) 2024-10-26T04:50Z [---] followers, [---] engagements "Is Tom Gaynor at $MKL a closet technician Looks like he is buying the big base breakout at $AYI. Wasn't familiar with the company but after doing a little more research it appears to be a great-off-the radar growth story benefitting from LT trends in smart building solutions" [X Link](https://x.com/GrowSustain/status/1888291423507939333) 2025-02-08T18:18Z [---] followers, [---] engagements "$AYI breakout" [X Link](https://x.com/GrowSustain/status/1888291426297127290) 2025-02-08T18:18Z [---] followers, [--] engagements "$AYI strong history of growth" [X Link](https://x.com/GrowSustain/status/1888291429266731489) 2025-02-08T18:18Z [---] followers, [--] engagements "$AYI and profitability (data courtesy @gurufocus )" [X Link](https://x.com/GrowSustain/status/1888291432068444586) 2025-02-08T18:18Z [---] followers, [--] engagements "$AYI Valuation a bit elevated vs it's own history but a business like this should trade at a bigger premium to the market multiple than it does. They keep putting up the numbers and valuation will expand over time. (@gurufocus data again - thanks)" [X Link](https://x.com/GrowSustain/status/1888291434626973741) 2025-02-08T18:18Z [---] followers, [--] engagements "Here's the bear case - it is structurally broken 😱" [X Link](https://x.com/GrowSustain/status/1888305056417735165) 2025-02-08T19:13Z [---] followers, [---] engagements "This however is a planned move by $PYPL's relatively new CEO to run off unprofitable business in their Braintree group (white label processing) and is accretive to the bottom line. This isn't the first time we've seen CEO Alex Chriss showcase signs of first principles thinking" [X Link](https://x.com/GrowSustain/status/1888305058351308828) 2025-02-08T19:13Z [---] followers, [---] engagements "Venmo = the future category killer in payments and perhaps online banking" [X Link](https://x.com/GrowSustain/status/1888305068631597100) 2025-02-08T19:13Z [---] followers, [---] engagements "Amazingly prior $PYPL management did little to monetize this. Maybe a smart move - let it gain dominance first - however $PYPL is now focused on ways to build around Venmo and I think the opportunities are massive long-term" [X Link](https://x.com/GrowSustain/status/1888305070149894245) 2025-02-08T19:13Z [---] followers, [---] engagements "Let's see some stats courtesy of @gurufocus. Fantastic track record of growth:" [X Link](https://x.com/GrowSustain/status/1888305072452538385) 2025-02-08T19:13Z [---] followers, [---] engagements "Technically LT trends have turned positive and just going back to prior highs is a 3.5x. The short term sell-off post earnings may be your last chance to get into this" [X Link](https://x.com/GrowSustain/status/1888305081348698118) 2025-02-08T19:13Z [---] followers, [---] engagements "In the words of Stanley Druckenmiller it takes courage to be a pig and I'm getting piggy with $PYPL" [X Link](https://x.com/GrowSustain/status/1888305084402126937) 2025-02-08T19:13Z [---] followers, [---] engagements "@allstarcharts $CROX" [X Link](https://x.com/GrowSustain/status/1888319857122549896) 2025-02-08T20:11Z [---] followers, [--] engagements "@StockMarketNerd Not a stock this is crypto but $KLIMA. Speculative but rolling out version [---] in [----] if it regains any interest at all amongst investors it could 100x. Could also go to zero so it's a call option but with more optionality" [X Link](https://x.com/GrowSustain/status/1888321000670150841) 2025-02-08T20:16Z [---] followers, [--] engagements "Great write-up on $pypl s new management team. https://t.co/5Fv894B3Wo https://t.co/5Fv894B3Wo" [X Link](https://x.com/GrowSustain/status/1888389696415465695) 2025-02-09T00:49Z [---] followers, [---] engagements "@leevalueroach Pot stocks $GBTIF" [X Link](https://x.com/GrowSustain/status/1891924340603580832) 2025-02-18T18:54Z [---] followers, [--] engagements ""Missed" $BTCUSD $FRMO is a holding company run by Murray Stahl a fantastic investor and early bull on crypto. FRMO has numerous investments but a large portion center around crypto (and $TPL). When a big gap opens between $BTC and $FRMO the illiquid $FRMO usually follows" [X Link](https://x.com/GrowSustain/status/1929961486170108354) 2025-06-03T18:00Z [---] followers, [----] engagements "Per Grok $283m in bonus payouts over the last [--] years to CEO+CFO" [X Link](https://x.com/GrowSustain/status/1931778215623999681) 2025-06-08T18:19Z [---] followers, [---] engagements "Pop Quiz = which investor led Holding company has grown BVPS the fastest over the last [--] years - $FFH.TO $BRK.A $MKL or $FRMO And which is trading below book" [X Link](https://x.com/GrowSustain/status/1931937102520082810) 2025-06-09T04:51Z [---] followers, [----] engagements "@themotleyfool $PYPL" [X Link](https://x.com/GrowSustain/status/1937581426364547412) 2025-06-24T18:39Z [---] followers, [----] engagements "Is $SFIX about to have a major revenue beat Google search growth exploding higher while consensus sales growth this quarter is a return to negative growth $234M cash on balance sheet $488m mkt cap trailing 4qtr Free Cash Flow of +$11M. @tickerplus thoughts" [X Link](https://x.com/GrowSustain/status/1937628896373125577) 2025-06-24T21:48Z [---] followers, [--] engagements "Launch of new Beyond Steak Filet at @VeggieGrill today looks amazing $BYND https://www.veggiegrill.com/event/all-american-vegan-menu-launch/ https://www.veggiegrill.com/event/all-american-vegan-menu-launch/" [X Link](https://x.com/GrowSustain/status/1941203671162945924) 2025-07-04T18:33Z [---] followers, [---] engagements "There must be a strong bear case on $HALO to explain the current valuation. Merck lawsuit high risk Seems like an amazing business licensing out their tech on other company's drugs. Bought a little couldn't help myself" [X Link](https://x.com/GrowSustain/status/1952767028198093062) 2025-08-05T16:21Z [---] followers, [---] engagements "@JC_ParetsX JC you have good instincts so maybe youll be right but seems like everyone on X is rushing to call the bottom in this particular stock. Not sure why there is so much interest in catching this particular knife. Feels more like $THC in [----] to me" [X Link](https://x.com/GrowSustain/status/1953319170411774321) 2025-08-07T04:55Z [---] followers, [--] engagements "@financefelix $HALO 46% rev growth 50.7% profit margin = [----] and trades at 11x p/e not p/s. GM% =84% ROIC=49% eps 25% above estimates this quarter" [X Link](https://x.com/GrowSustain/status/1954902737243828269) 2025-08-11T13:48Z [---] followers, [----] engagements "$VOYG looks like the opposite of OUCH. 6% rev growth 24% GM% -75% FCF margin 11.5x p/s. This is no $PLTR breaking IPO deal price looks like a perfect short as IPO investors unwind positions" [X Link](https://x.com/GrowSustain/status/1954905686313464093) 2025-08-11T14:00Z [---] followers, [---] engagements "@JC_ParetsX $VOYG" [X Link](https://x.com/GrowSustain/status/1955647320957342015) 2025-08-13T15:07Z [---] followers, [---] engagements "Folks think AI is a bubble Youll know its a bubble when $CSU.TO has actually materially underperformed and people are questioning whether Mark Leonard has lost his touch. In the Internet bubble at its relative lows $BRK.A gave up [--] years of relative outperformance vs the Nasdaq. In absolute terms it fell 52% from [--] to [--] lows while tech soared (-80% relative). $CSU.TO is currently down 13.9% from its all time highs and holding a conf call on AIs impact. The sell off is just getting started for $CSU.TO (and will be worse for its spin-offs & copycats) but Im excited to see the first real" [X Link](https://x.com/GrowSustain/status/1968196544878067733) 2025-09-17T06:13Z [---] followers, [---] engagements "$PYPL may be one of the best investment opportunities I've had in my [--] years of investing. Future 10-bagger alert" [X Link](https://x.com/GrowSustain/status/1888305051548176833) 2025-02-08T19:13Z [---] followers, [----] engagements "My biggest money has been made buying "value" stocks that can turn into "growth" stocks. $PYPL at 10x FCF with management smartly pumping all of that back into buybacks is an incredible launch pad for future gains unless this business is structurally broken" [X Link](https://x.com/GrowSustain/status/1888305053532074014) 2025-02-08T19:13Z [---] followers, [----] engagements "$LSF Sales would have been $1M higher if they could meet demand which would have been 47% growth Supply chain is now fixed in late Q1. Please sell this off hard tomorrow so I can buy back what I trimmed at $10 - the underlying business is en fuego $LSF Laird Superfood Q4 and FY2024 : Q4 : - Net Sales of $11.6M _ 26% growth - Gross Margin was 38.6% vs 40.4% last year FY2024 : - Net Sales of $43.3M _ 27% growth - Gross Margin was 40.9% vs 30.1% last year - Positive cash flow for the first time in company history. 🔴-8% AH https://t.co/ig1nfX8ODB $LSF Laird Superfood Q4 and FY2024 : Q4 : - Net" [X Link](https://x.com/GrowSustain/status/1895007830610190840) 2025-02-27T07:07Z [---] followers, [---] engagements "This. Best bubble speculation investment if this does play out My bet would be $SOUNW Weve been tracking the Nasdaqs action post-ChatGPT versus its action post-Netscape for awhile now. Heres an updated chart showing were currently around April [----] with this analogue. https://t.co/0bmppJXxTx Weve been tracking the Nasdaqs action post-ChatGPT versus its action post-Netscape for awhile now. Heres an updated chart showing were currently around April [----] with this analogue. https://t.co/0bmppJXxTx" [X Link](https://x.com/GrowSustain/status/1916191871531205034) 2025-04-26T18:05Z [---] followers, [---] engagements "$MTCH is a classic O.U.C.H stock. Oversold: Stock down 82% from its all-time high. Under-earning: Not bigly but Op Margin below prior peak. FCF20% and buying back stock. Cheap: EV/EBIT at 12.9x far below good businesses. [--] year median = 32x Hated: 80% of analysts rate it a hold (aka sell). Folks calling it uninvestable despite great profitability and 40%+market share Volatility is compressed = coiled spring. What direction will it go Im buying cheap LEAP call options. I also own $BMBL. https://twitter.com/i/web/status/1947181754265244019 https://twitter.com/i/web/status/1947181754265244019" [X Link](https://x.com/GrowSustain/status/1947181754265244019) 2025-07-21T06:28Z [---] followers, [----] engagements "$CHYM Another busted IPO short opportunity as it breaks IPO deal price. No earnings 65x forward eps estimate 5x sales. Pretending to be a fintech really a low value add deposit taker" [X Link](https://x.com/GrowSustain/status/1958190582846619787) 2025-08-20T15:33Z [---] followers, [---] engagements "Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a win/win. https://www.nytimes.com/2025/10/07/magazine/buy-now-pay-later-klarna-affirm-shopping.html https://www.nytimes.com/2025/10/07/magazine/buy-now-pay-later-klarna-affirm-shopping.html" [X Link](https://x.com/GrowSustain/status/1976762376478507514) 2025-10-10T21:30Z [---] followers, [---] engagements "Nicely done @OlivierColombo [--] concerns I have from that interview: [--]. all the hedging around "don't pay attention to quarterly earnings" this close to earnings [--]. the move into animal based products will elicit a backlash from some of their customer base that will precede any growth from the new products though I don't think $LSF was thought of by most customers as a vegan only brand. Personally I'm disappointed they are going that route" [X Link](https://x.com/GrowSustain/status/1979224628141916620) 2025-10-17T16:34Z [---] followers, [--] engagements "@MarkYusko You got me laughing on the hedge fund point well played" [X Link](https://x.com/GrowSustain/status/1997075114329100445) 2025-12-05T22:46Z [---] followers, [---] engagements "When a stock earns a brutal widespread nickname like "Painpal" $PYPL it's screaming peak capitulation. Extreme frustration disgust and exhaustion from holdersoften the exact signal that marks a major bottom for long-term investors. History proves it with $AMD $META $C: these moments of hate are frequently the launchpad for massive recoveries. Some examples 👇 please add your own https://twitter.com/i/web/status/2011174279434666371 https://twitter.com/i/web/status/2011174279434666371" [X Link](https://x.com/GrowSustain/status/2011174279434666371) 2026-01-13T20:31Z [---] followers, [---] engagements "@QualityInvest5 If PayPal is Western Union then Stripe is MoneyGram. This is the kind of take that sounds smart until you spend five minutes looking at the two businesses" [X Link](https://x.com/GrowSustain/status/2013040577936576921) 2026-01-19T00:07Z [---] followers, [---] engagements "$EBAY market cap flat for [--] years EBIT slightly lower in '24 than '16but stock up 3x due to being a cannibal. Should management be heavily rewarded for simply buying back the stock and keeping the business flat" [X Link](https://x.com/GrowSustain/status/1931774795886309866) 2025-06-08T18:06Z [---] followers, [---] engagements "$LSF trading within a 35c range for the last month. Lowest trailing historical vol in it's history. Can someone bring out the paddles Got a pulse" [X Link](https://x.com/GrowSustain/status/1967627488739443017) 2025-09-15T16:32Z [---] followers, [---] engagements "How did $PTRN convince investors to give it a $2b+mkt cap Wow. Short. Bearcave short report $PTRN https://t.co/Omfkto3E4E Bearcave short report $PTRN https://t.co/Omfkto3E4E" [X Link](https://x.com/GrowSustain/status/1996653199324074258) 2025-12-04T18:49Z [---] followers, [---] engagements "You can feel the capitulation in the air. $PYPL longs are showing long lists of "if this happens tomorrow I sell" a.k.a please God take me out of this I can't take the pain My prediction Results will be very average this is not a volatile business but will be interpreted as bad. Longs will sell as they've already made up their minds to do so. Sales will be accompanied by lengthy X missives and stock will have a panic move below $50. That will then mark the bottom. https://twitter.com/i/web/status/2018439871388635576 https://twitter.com/i/web/status/2018439871388635576" [X Link](https://x.com/GrowSustain/status/2018439871388635576) 2026-02-02T21:42Z [---] followers, [---] engagements "Anyone have a good sum of the parts valuation on $FRMO" [X Link](https://x.com/GrowSustain/status/1765784628152144215) 2024-03-07T17:00Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GrowSustain O.U.C.H. CapitalO.U.C.H. Capital posts on X about $pypl, $klima, $frmo, $ayi the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance 71.67% stocks 46.67% technology brands 20% cryptocurrencies 18.33% exchanges 1.67%
Social topic influence $pypl 13.33%, $klima 13.33%, $frmo 8.33%, $ayi 8.33%, ipo 6.67%, stocks 6.67%, $klar 5%, crypto 5%, play 5%, 100x 5%
Top accounts mentioned or mentioned by @corpusmaximus1 @klimadao @jcparetsx @carbonmarkcom @gurufocus @mossearth @toucanprotocol @puroco2removal @regennetwork @wearycenturion @btcforfreedom @allstarcharts @stockmarketnerd @leevalueroach @themotleyfool @tickerplus @veggiegrill @financefelix @oliviercolombo @markyusko
Top assets mentioned PayPal Holdings Inc (PYPL) KlimaDAO (KLIMA) FRMO CORP (FRMO) Acuity Brands, Inc. (AYI) Klarna Group plc (KLAR) Laird Superfood, Inc. (LSF) eBay Inc (EBAY) Markel, Corp. (MKL) Berkshire Hathaway Inc. (BRK.A) Halozyme Therapeutics, Inc. (HALO) Voyager Technologies, Inc. (VOYG) RH (RH) Sirius XM Holdings Inc (SIRI) Berkshire Hathaway Inc Class B (BRK.B) Crocs, Inc. (CROX) Texas Pacific Land, Corp. (TPL) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Beyond Meat, Inc. (BYND) Tenet Healthcare Corporation New (THC) Palantir Technologies Inc. (PLTR) Match Group Inc (MTCH) Chime Financial, Inc (CHYM) Advanced Micro Devices (AMD) Metadium (META) Pattern Group Inc. (PTRN)
Top posts by engagements in the last [--] hours
"@weary_centurion The only legitimate risk I see is if funding markets dried up and they could no longer sell off BNPL loans but that would just mean buyback is cancelled. I have been short $KLAR against my $PYPL to hedge that unlikely downside risk"
X Link 2026-01-20T21:20Z [---] followers, [---] engagements
"Ok covering my $KLAR short/hedge against $PYPL and letting $PYPL run free (and upgraded some to $PYPG 🫣). Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a win/win. https://t.co/zcQIFdZyXn Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a"
X Link 2026-02-05T19:06Z [---] followers, [---] engagements
"@BTC_for_Freedom $FRMO continues to mine and own it and trades below book value"
X Link 2025-06-25T03:28Z [---] followers, [---] engagements
"The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally launched as a vehicle to acquire carbon credits $KLIMA at it's peak was over $1B cap and was moving carbon markets with it's purchases. Now A screaming $3.8M(O.U.C.H. AF) well below the value of it's treasury alone. Old model was flawed lots of coin issuance. Lessons learned and Klima [---] is being launched with a real fee generating business model building out the rails of carbon trading on the blockchain. Plenty of Shitcoins are valued at $300-$600M."
X Link 2025-09-27T16:49Z [---] followers, [---] engagements
"@JC_ParetsX Buy $FRMO - off the radar crypto play - early investor in the space"
X Link 2025-06-24T18:42Z [---] followers, [---] engagements
"In a bloodbath of a day for every other stock/crypto the $KLIMA phoenix continues to rise from the ashes up 10%. Get in and stake before the launch of Klima [---] The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally launched as a vehicle to acquire carbon credits $KLIMA at it's peak was over $1B cap and was moving carbon markets with it's https://t.co/cTxZLAk1Ju The most contrarian idea yet A value Crypto climate play under Trump [---] Think: Buying coal stocks under Biden with 100x potential. Originally"
X Link 2025-10-10T21:11Z [---] followers, [---] engagements
"Fascinating how poorly some of these cannibals performed while buying back tons of stock. $EBAY at 5.7x EV/EBIT here $RH - is that CEO an outsider Major buybacks at the [----] lows and then again here in [----] - looks like a buy"
X Link 2023-11-25T07:02Z [---] followers, [---] engagements
"$LSF Search data suggests accelerating sales growth in Q1 and likely an upside surprise to consensus. More room to run"
X Link 2024-04-11T01:19Z [---] followers, [---] engagements
"@corpusmaximus1 @KlimaDAO Whats the use case for $KLIMA I.e. if Im a business and I want to buy carbon offsets on a regular basis why would I buy $KLIMA as my carbon offset if the valuation sometimes may be cheap vs the value of carbon offsets but sometimes may be expensive"
X Link 2024-04-29T06:08Z [---] followers, [---] engagements
"@corpusmaximus1 @KlimaDAO Ideally as a business Id always want to find the cheapest price for a carbon offset and a consistent price doesnt that make $KLIMA an unreliable tool Or is the use case something else"
X Link 2024-04-29T06:12Z [---] followers, [---] engagements
"@corpusmaximus1 @KlimaDAO @carbonmarkcom Thanks - if the treasury is the biggest source of value why does it appear to be 100% correlated with the price of $KLIMA Shouldnt it be stable and grow over time as more carbon is acquired"
X Link 2024-04-30T06:55Z [---] followers, [---] engagements
"@corpusmaximus1 @KlimaDAO @carbonmarkcom @moss_earth @ToucanProtocol @PuroCO2Removal @regen_network Got it so BTC is basically a carbon credit if the price of BTC gets too cheap couldnt one arbitrage it in some manner to take advantage of the discount to off-chain carbon pricing"
X Link 2024-05-01T06:15Z [---] followers, [--] engagements
"@corpusmaximus1 @KlimaDAO @carbonmarkcom @moss_earth @ToucanProtocol @PuroCO2Removal @regen_network And does this mean that Klima in the past was overpaying for BTC when they were accumulating it in the treasury I assume when the BTC price was a lot higher it was probably at a big premium to prices in the traditional carbon credit markets"
X Link 2024-05-01T06:18Z [---] followers, [--] engagements
"@corpusmaximus1 Hi @corpusmaximus1 another question for you - carbon credits in Europe trade at over $80/ton. Why are tech-based and nature-based offsets only $0.50 and $1.50 If that gap closed $Klima would be worth significantly more"
X Link 2024-05-25T06:26Z [---] followers, [--] engagements
"Hey der bud how'd ya like the execution on that order $KLIMA"
X Link 2024-05-28T03:36Z [---] followers, [--] engagements
"Has anyone seen a well thought out bull case on $SIRI that might explain why $BRK.B keeps buying it I get that its low p/fcf but subs in decline and not sure there is much pricing power so maybe a hope that they just buy back stock"
X Link 2024-10-26T04:50Z [---] followers, [---] engagements
"Is Tom Gaynor at $MKL a closet technician Looks like he is buying the big base breakout at $AYI. Wasn't familiar with the company but after doing a little more research it appears to be a great-off-the radar growth story benefitting from LT trends in smart building solutions"
X Link 2025-02-08T18:18Z [---] followers, [---] engagements
"$AYI breakout"
X Link 2025-02-08T18:18Z [---] followers, [--] engagements
"$AYI strong history of growth"
X Link 2025-02-08T18:18Z [---] followers, [--] engagements
"$AYI and profitability (data courtesy @gurufocus )"
X Link 2025-02-08T18:18Z [---] followers, [--] engagements
"$AYI Valuation a bit elevated vs it's own history but a business like this should trade at a bigger premium to the market multiple than it does. They keep putting up the numbers and valuation will expand over time. (@gurufocus data again - thanks)"
X Link 2025-02-08T18:18Z [---] followers, [--] engagements
"Here's the bear case - it is structurally broken 😱"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"This however is a planned move by $PYPL's relatively new CEO to run off unprofitable business in their Braintree group (white label processing) and is accretive to the bottom line. This isn't the first time we've seen CEO Alex Chriss showcase signs of first principles thinking"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"Venmo = the future category killer in payments and perhaps online banking"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"Amazingly prior $PYPL management did little to monetize this. Maybe a smart move - let it gain dominance first - however $PYPL is now focused on ways to build around Venmo and I think the opportunities are massive long-term"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"Let's see some stats courtesy of @gurufocus. Fantastic track record of growth:"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"Technically LT trends have turned positive and just going back to prior highs is a 3.5x. The short term sell-off post earnings may be your last chance to get into this"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"In the words of Stanley Druckenmiller it takes courage to be a pig and I'm getting piggy with $PYPL"
X Link 2025-02-08T19:13Z [---] followers, [---] engagements
"@allstarcharts $CROX"
X Link 2025-02-08T20:11Z [---] followers, [--] engagements
"@StockMarketNerd Not a stock this is crypto but $KLIMA. Speculative but rolling out version [---] in [----] if it regains any interest at all amongst investors it could 100x. Could also go to zero so it's a call option but with more optionality"
X Link 2025-02-08T20:16Z [---] followers, [--] engagements
"Great write-up on $pypl s new management team. https://t.co/5Fv894B3Wo https://t.co/5Fv894B3Wo"
X Link 2025-02-09T00:49Z [---] followers, [---] engagements
"@leevalueroach Pot stocks $GBTIF"
X Link 2025-02-18T18:54Z [---] followers, [--] engagements
""Missed" $BTCUSD $FRMO is a holding company run by Murray Stahl a fantastic investor and early bull on crypto. FRMO has numerous investments but a large portion center around crypto (and $TPL). When a big gap opens between $BTC and $FRMO the illiquid $FRMO usually follows"
X Link 2025-06-03T18:00Z [---] followers, [----] engagements
"Per Grok $283m in bonus payouts over the last [--] years to CEO+CFO"
X Link 2025-06-08T18:19Z [---] followers, [---] engagements
"Pop Quiz = which investor led Holding company has grown BVPS the fastest over the last [--] years - $FFH.TO $BRK.A $MKL or $FRMO And which is trading below book"
X Link 2025-06-09T04:51Z [---] followers, [----] engagements
"@themotleyfool $PYPL"
X Link 2025-06-24T18:39Z [---] followers, [----] engagements
"Is $SFIX about to have a major revenue beat Google search growth exploding higher while consensus sales growth this quarter is a return to negative growth $234M cash on balance sheet $488m mkt cap trailing 4qtr Free Cash Flow of +$11M. @tickerplus thoughts"
X Link 2025-06-24T21:48Z [---] followers, [--] engagements
"Launch of new Beyond Steak Filet at @VeggieGrill today looks amazing $BYND https://www.veggiegrill.com/event/all-american-vegan-menu-launch/ https://www.veggiegrill.com/event/all-american-vegan-menu-launch/"
X Link 2025-07-04T18:33Z [---] followers, [---] engagements
"There must be a strong bear case on $HALO to explain the current valuation. Merck lawsuit high risk Seems like an amazing business licensing out their tech on other company's drugs. Bought a little couldn't help myself"
X Link 2025-08-05T16:21Z [---] followers, [---] engagements
"@JC_ParetsX JC you have good instincts so maybe youll be right but seems like everyone on X is rushing to call the bottom in this particular stock. Not sure why there is so much interest in catching this particular knife. Feels more like $THC in [----] to me"
X Link 2025-08-07T04:55Z [---] followers, [--] engagements
"@financefelix $HALO 46% rev growth 50.7% profit margin = [----] and trades at 11x p/e not p/s. GM% =84% ROIC=49% eps 25% above estimates this quarter"
X Link 2025-08-11T13:48Z [---] followers, [----] engagements
"$VOYG looks like the opposite of OUCH. 6% rev growth 24% GM% -75% FCF margin 11.5x p/s. This is no $PLTR breaking IPO deal price looks like a perfect short as IPO investors unwind positions"
X Link 2025-08-11T14:00Z [---] followers, [---] engagements
"@JC_ParetsX $VOYG"
X Link 2025-08-13T15:07Z [---] followers, [---] engagements
"Folks think AI is a bubble Youll know its a bubble when $CSU.TO has actually materially underperformed and people are questioning whether Mark Leonard has lost his touch. In the Internet bubble at its relative lows $BRK.A gave up [--] years of relative outperformance vs the Nasdaq. In absolute terms it fell 52% from [--] to [--] lows while tech soared (-80% relative). $CSU.TO is currently down 13.9% from its all time highs and holding a conf call on AIs impact. The sell off is just getting started for $CSU.TO (and will be worse for its spin-offs & copycats) but Im excited to see the first real"
X Link 2025-09-17T06:13Z [---] followers, [---] engagements
"$PYPL may be one of the best investment opportunities I've had in my [--] years of investing. Future 10-bagger alert"
X Link 2025-02-08T19:13Z [---] followers, [----] engagements
"My biggest money has been made buying "value" stocks that can turn into "growth" stocks. $PYPL at 10x FCF with management smartly pumping all of that back into buybacks is an incredible launch pad for future gains unless this business is structurally broken"
X Link 2025-02-08T19:13Z [---] followers, [----] engagements
"$LSF Sales would have been $1M higher if they could meet demand which would have been 47% growth Supply chain is now fixed in late Q1. Please sell this off hard tomorrow so I can buy back what I trimmed at $10 - the underlying business is en fuego $LSF Laird Superfood Q4 and FY2024 : Q4 : - Net Sales of $11.6M _ 26% growth - Gross Margin was 38.6% vs 40.4% last year FY2024 : - Net Sales of $43.3M _ 27% growth - Gross Margin was 40.9% vs 30.1% last year - Positive cash flow for the first time in company history. 🔴-8% AH https://t.co/ig1nfX8ODB $LSF Laird Superfood Q4 and FY2024 : Q4 : - Net"
X Link 2025-02-27T07:07Z [---] followers, [---] engagements
"This. Best bubble speculation investment if this does play out My bet would be $SOUNW Weve been tracking the Nasdaqs action post-ChatGPT versus its action post-Netscape for awhile now. Heres an updated chart showing were currently around April [----] with this analogue. https://t.co/0bmppJXxTx Weve been tracking the Nasdaqs action post-ChatGPT versus its action post-Netscape for awhile now. Heres an updated chart showing were currently around April [----] with this analogue. https://t.co/0bmppJXxTx"
X Link 2025-04-26T18:05Z [---] followers, [---] engagements
"$MTCH is a classic O.U.C.H stock. Oversold: Stock down 82% from its all-time high. Under-earning: Not bigly but Op Margin below prior peak. FCF20% and buying back stock. Cheap: EV/EBIT at 12.9x far below good businesses. [--] year median = 32x Hated: 80% of analysts rate it a hold (aka sell). Folks calling it uninvestable despite great profitability and 40%+market share Volatility is compressed = coiled spring. What direction will it go Im buying cheap LEAP call options. I also own $BMBL. https://twitter.com/i/web/status/1947181754265244019 https://twitter.com/i/web/status/1947181754265244019"
X Link 2025-07-21T06:28Z [---] followers, [----] engagements
"$CHYM Another busted IPO short opportunity as it breaks IPO deal price. No earnings 65x forward eps estimate 5x sales. Pretending to be a fintech really a low value add deposit taker"
X Link 2025-08-20T15:33Z [---] followers, [---] engagements
"Is $KLAR just a subprime originator trading at 6x book value And if unemployment spikes what does that mean for $PYPL's BNPL exposure A $KLAR short with a stop loss at the IPO price of $40/share against a $PYPL long could be a win/win. https://www.nytimes.com/2025/10/07/magazine/buy-now-pay-later-klarna-affirm-shopping.html https://www.nytimes.com/2025/10/07/magazine/buy-now-pay-later-klarna-affirm-shopping.html"
X Link 2025-10-10T21:30Z [---] followers, [---] engagements
"Nicely done @OlivierColombo [--] concerns I have from that interview: [--]. all the hedging around "don't pay attention to quarterly earnings" this close to earnings [--]. the move into animal based products will elicit a backlash from some of their customer base that will precede any growth from the new products though I don't think $LSF was thought of by most customers as a vegan only brand. Personally I'm disappointed they are going that route"
X Link 2025-10-17T16:34Z [---] followers, [--] engagements
"@MarkYusko You got me laughing on the hedge fund point well played"
X Link 2025-12-05T22:46Z [---] followers, [---] engagements
"When a stock earns a brutal widespread nickname like "Painpal" $PYPL it's screaming peak capitulation. Extreme frustration disgust and exhaustion from holdersoften the exact signal that marks a major bottom for long-term investors. History proves it with $AMD $META $C: these moments of hate are frequently the launchpad for massive recoveries. Some examples 👇 please add your own https://twitter.com/i/web/status/2011174279434666371 https://twitter.com/i/web/status/2011174279434666371"
X Link 2026-01-13T20:31Z [---] followers, [---] engagements
"@QualityInvest5 If PayPal is Western Union then Stripe is MoneyGram. This is the kind of take that sounds smart until you spend five minutes looking at the two businesses"
X Link 2026-01-19T00:07Z [---] followers, [---] engagements
"$EBAY market cap flat for [--] years EBIT slightly lower in '24 than '16but stock up 3x due to being a cannibal. Should management be heavily rewarded for simply buying back the stock and keeping the business flat"
X Link 2025-06-08T18:06Z [---] followers, [---] engagements
"$LSF trading within a 35c range for the last month. Lowest trailing historical vol in it's history. Can someone bring out the paddles Got a pulse"
X Link 2025-09-15T16:32Z [---] followers, [---] engagements
"How did $PTRN convince investors to give it a $2b+mkt cap Wow. Short. Bearcave short report $PTRN https://t.co/Omfkto3E4E Bearcave short report $PTRN https://t.co/Omfkto3E4E"
X Link 2025-12-04T18:49Z [---] followers, [---] engagements
"You can feel the capitulation in the air. $PYPL longs are showing long lists of "if this happens tomorrow I sell" a.k.a please God take me out of this I can't take the pain My prediction Results will be very average this is not a volatile business but will be interpreted as bad. Longs will sell as they've already made up their minds to do so. Sales will be accompanied by lengthy X missives and stock will have a panic move below $50. That will then mark the bottom. https://twitter.com/i/web/status/2018439871388635576 https://twitter.com/i/web/status/2018439871388635576"
X Link 2026-02-02T21:42Z [---] followers, [---] engagements
"Anyone have a good sum of the parts valuation on $FRMO"
X Link 2024-03-07T17:00Z [---] followers, [---] engagements
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