# ![@dylanfrank3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::620051473.png) @dylanfrank3 Dylan Frank

Dylan Frank posts on X about gaming, $penn, the most, $65b the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::620051473/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::620051473/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::620051473/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::620051473/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::620051473/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::620051473/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::620051473/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::620051473/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks) 

**Social topic influence**
[gaming](/topic/gaming), [$penn](/topic/$penn), [the most](/topic/the-most), [$65b](/topic/$65b), [$500m](/topic/$500m), [$300m](/topic/$300m), [$1b](/topic/$1b), [espn](/topic/espn), [$150myr](/topic/$150myr) #1, [hotel](/topic/hotel)

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined)

**Top assets mentioned**
[PENN Entertainment Inc (PENN)](/topic/$penn)
### Top Social Posts
Top posts by engagements in the last [--] hours

".@BillAckman this is the most asymmetric setup in gaming. $PENN - $1.8B mkt cap $6.5B revenue across retail (hotel & casinos) and their digital gaming platform. This newer segment lost $500M/$300m in 2024/2025. The market is implicitly pricing it at negative $1B+. But the loss is the opportunity and the street is flying blind. Heres why: Penns ESPN deal contractually required a $150M/yr fee + a minimum of $150M/yr in marketing spend. Management overshot by 2x trying for a podium seat. Total: $700M/yr in obligated cash burn (incl. tech buildout/promos). That contract terminated Dec [--] 2025."  
[X Link](https://x.com/dylanfrank3/status/2022395826576757216)  2026-02-13T19:41Z [---] followers, [--] engagements


".@BillAckman this is the most asymmetric setup in gaming. $PENN - $1.8B mkt cap $6.5B revenue across retail (hotel & casinos) and their digital gaming platform. This new segment segment lost $500M/$300m in 2024/2025. The market is implicitly pricing it at negative $1B+. But the loss is the opportunity and the street is flying blind. Heres why: Penns ESPN deal contractually required a $150M/yr fee + a minimum of $150M/yr in marketing spend. Management overshot by 2x trying for a podium seat. Total: $700M/yr in obligated cash burn (tech buildout/promos). That contract terminated Dec [--] 2025."  
[X Link](https://x.com/dylanfrank3/status/2022397918259417565)  2026-02-13T19:50Z [---] followers, [--] engagements


".@BillAckman this is the most asymmetric setup in gaming. $PENN - $1.6B mkt cap $6.5B revenue across retail (hotel & casinos) and their digital gaming platform. This digital segment lost $500M/$300M in 2024/2025. The market is implicitly pricing it at negative $1B. But the loss is the opportunity and the street is flying blind. Penns ESPN deal contractually required a $150M/yr fee + a minimum of $150M/yr in marketing spend. Management overshot by 2x trying for a podium seat. Total: $700M/yr in obligated cash burn (incl. tech/promos). That contract terminated Dec [--] [----]. Those costs are gone."  
[X Link](https://x.com/anyuser/status/2022450754724741266)  2026-02-13T23:20Z [---] followers, [----] engagements


".@BillAckman this is the most asymmetric setup in gaming. $PENN - $1.6B mkt cap $6.5B revenue across retail (hotel & casinos) and their digital gaming platform. This digital segment lost $500M/$300M in 2024/2025. The market is implicitly pricing it at negative $1B. But the loss is the opportunity and the street is flying blind. Penns ESPN deal contractually required a $150M/yr fee + a minimum of $150M/yr in marketing spend. Management overshot by 2x trying for a podium seat. Total: $700M/yr in obligated cash burn (incl. tech/promos). That contract terminated Dec [--] [----]. Those costs are gone."  
[X Link](https://x.com/anyuser/status/2022450754724741266)  2026-02-13T23:20Z [---] followers, [----] engagements

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