[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.] #  @NickDavisNZ Nick Davis Nick Davis posts on X about $par, strong, $agys, ai the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::775623056190341120/interactions)  - X Week XX -XX% - X Month XXXXX +0.52% - X Months XXXXX +16% - X Year XXXXXX +103% ### Mentions: X [#](/creator/twitter::775623056190341120/posts_active)  ### Followers: XXX [#](/creator/twitter::775623056190341120/followers)  - X Week XXX +0.82% - X Month XXX +6% - X Months XXX +27% - X Year XXX +31% ### CreatorRank: undefined [#](/creator/twitter::775623056190341120/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$par](/topic/$par) #19, [strong](/topic/strong), [$agys](/topic/$agys) #5, [ai](/topic/ai), [sum](/topic/sum) **Top accounts mentioned or mentioned by** [@jonrice80](/creator/undefined) [@savneets](/creator/undefined) [@vienna13capital](/creator/undefined) [@adamwyden](/creator/undefined) [@greenhavenroad](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@kelvinsbh5](/creator/undefined) [@ghranalyst](/creator/undefined) [@kelvin_sbh5](/creator/undefined) [@kiyan1130](/creator/undefined) [@kapboyettst](/creator/undefined) [@choiceequities](/creator/undefined) [@sidecarcap](/creator/undefined) [@tbinkowski44570](/creator/undefined) [@musicalchairs14](/creator/undefined) [@taniwhakevin](/creator/undefined) [@processcap](/creator/undefined) [@longonlyguy](/creator/undefined) [@capitalvoss](/creator/undefined) [@traviscocke](/creator/undefined) **Top assets mentioned** [Parachute (PAR)](/topic/$par) [Agilysys, Inc. Common Stock (DE) (AGYS)](/topic/$agys) ### Top Social Posts Top posts by engagements in the last XX hours "@Kelvin_Sbh5 I am adopting 'wait and see' on that. Key will be whether $Par can demonstrate strong customer ROI from Coach AI and therefore whether it becomes a further catalyst for Better Together cross-sell. It could increase APRU materially but I am not holding my breath" [X Link](https://x.com/NickDavisNZ/status/1990827986640384240) 2025-11-18T17:02Z XXX followers, XXX engagements "Great thread. I am long $Par - 3rd largest position was 1st - but in the short term I see some additional risks" [X Link](https://x.com/NickDavisNZ/status/1990824350048493932) 2025-11-18T16:48Z XXX followers, XXX engagements "2. $Par needs further Tier X wins to validate the thesis. If these are slow to come backlog won't replenish fast enough to sustain XX% pa growth. This will threaten Rule of XX aspirations and could weigh on the valuation multiple" [X Link](https://x.com/NickDavisNZ/status/1990824360878452821) 2025-11-18T16:48Z XXX followers, XXX engagements "3. Harder for $Par to do accretive M&A at current valuation levels" [X Link](https://x.com/NickDavisNZ/status/1990824368885334033) 2025-11-18T16:48Z XXX followers, XXX engagements "4. Comparators like $AGYS may rerate downwards if we get a big drawdown further dragging $Par down with them. We may not have seen the bottom" [X Link](https://x.com/NickDavisNZ/status/1990824373947650449) 2025-11-18T16:48Z XXX followers, XXX engagements "$Par needs to sustain both top line growth (ideally XX% plus) and strong EBITDA margin improvement to justify a higher share price eg return it to where it was XX months ago" [X Link](https://x.com/NickDavisNZ/status/1990824407061655798) 2025-11-18T16:48Z XXX followers, XXX engagements "In sum we're not necessarily in for an easy ride with the stock given current market conditions and macro outlook. But if management does what it says it's going to do we can be very confident the stock be much higher in five years time (hopefully sooner)" [X Link](https://x.com/NickDavisNZ/status/1990824472723796110) 2025-11-18T16:48Z XXX followers, XXX engagements "@Kelvin_Sbh5 Arguably biggest short-term impact on $Par is massively improving efficiency/productivity of software development. I have seen 10X improvement in software dev productivity in other SaaS businesses (eg telehealth)" [X Link](https://x.com/NickDavisNZ/status/1990828475943694624) 2025-11-18T17:04Z XXX followers, XXX engagements "@Kelvin_Sbh5 That's encouraging and it's good to see $Par leading and extending the market frontier. I am not as close to QSR market and yet to properly do my homework on this" [X Link](https://x.com/NickDavisNZ/status/1990836021634945295) 2025-11-18T17:34Z XXX followers, XXX engagements
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@NickDavisNZ Nick Davis
Nick Davis posts on X about $par, strong, $agys, ai the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XX -XX%
- X Month XXXXX +0.52%
- X Months XXXXX +16%
- X Year XXXXXX +103%
Mentions: X #
Followers: XXX #
- X Week XXX +0.82%
- X Month XXX +6%
- X Months XXX +27%
- X Year XXX +31%
CreatorRank: undefined #
Social Influence
Social category influence cryptocurrencies
Social topic influence $par #19, strong, $agys #5, ai, sum
Top accounts mentioned or mentioned by @jonrice80 @savneets @vienna13capital @adamwyden @greenhavenroad @aggiecapitalist @kelvinsbh5 @ghranalyst @kelvin_sbh5 @kiyan1130 @kapboyettst @choiceequities @sidecarcap @tbinkowski44570 @musicalchairs14 @taniwhakevin @processcap @longonlyguy @capitalvoss @traviscocke
Top assets mentioned Parachute (PAR) Agilysys, Inc. Common Stock (DE) (AGYS)
Top Social Posts
Top posts by engagements in the last XX hours
"@Kelvin_Sbh5 I am adopting 'wait and see' on that. Key will be whether $Par can demonstrate strong customer ROI from Coach AI and therefore whether it becomes a further catalyst for Better Together cross-sell. It could increase APRU materially but I am not holding my breath"
X Link 2025-11-18T17:02Z XXX followers, XXX engagements
"Great thread. I am long $Par - 3rd largest position was 1st - but in the short term I see some additional risks"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"2. $Par needs further Tier X wins to validate the thesis. If these are slow to come backlog won't replenish fast enough to sustain XX% pa growth. This will threaten Rule of XX aspirations and could weigh on the valuation multiple"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"3. Harder for $Par to do accretive M&A at current valuation levels"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"4. Comparators like $AGYS may rerate downwards if we get a big drawdown further dragging $Par down with them. We may not have seen the bottom"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"$Par needs to sustain both top line growth (ideally XX% plus) and strong EBITDA margin improvement to justify a higher share price eg return it to where it was XX months ago"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"In sum we're not necessarily in for an easy ride with the stock given current market conditions and macro outlook. But if management does what it says it's going to do we can be very confident the stock be much higher in five years time (hopefully sooner)"
X Link 2025-11-18T16:48Z XXX followers, XXX engagements
"@Kelvin_Sbh5 Arguably biggest short-term impact on $Par is massively improving efficiency/productivity of software development. I have seen 10X improvement in software dev productivity in other SaaS businesses (eg telehealth)"
X Link 2025-11-18T17:04Z XXX followers, XXX engagements
"@Kelvin_Sbh5 That's encouraging and it's good to see $Par leading and extending the market frontier. I am not as close to QSR market and yet to properly do my homework on this"
X Link 2025-11-18T17:34Z XXX followers, XXX engagements