[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 $cron, market cap, if you, $ogi the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1756716789172494336/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1756716789172494336/posts_active)  - X Week XX -XX% - X Month XXX +45% - X Months XXX +15% - X Year XXX +35% ### Followers: XXXXX [#](/creator/twitter::1756716789172494336/followers)  - X Week XXXXX +0.50% - X Month XXXXX +3.40% - X Months XXXXX +13% - X Year XXXXX +41% ### CreatorRank: XXXXXXX [#](/creator/twitter::1756716789172494336/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) #1274 [cryptocurrencies](/list/cryptocurrencies) #2474 [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$cron](/topic/$cron) #1, [market cap](/topic/market-cap) #91, [if you](/topic/if-you) 6.82%, [$ogi](/topic/$ogi) #2, [level](/topic/level) 4.55%, [$cnk](/topic/$cnk) #15, [$500m](/topic/$500m) 4.55%, [gmx](/topic/gmx) #54, [netherlands](/topic/netherlands) #135, [$67m](/topic/$67m) #1 **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@franfra51045228](/creator/undefined) [@natgasturk](/creator/undefined) [@alexeliasson](/creator/undefined) [@icbarrett](/creator/undefined) [@jimkopas](/creator/undefined) [@dfabian21](/creator/undefined) [@siyul](/creator/undefined) [@100xcompounding](/creator/undefined) [@3plantey2](/creator/undefined) [@mlmeign1](/creator/undefined) [@tweetottolee](/creator/undefined) [@kunye01](/creator/undefined) [@satsfilip](/creator/undefined) [@realjmomoney](/creator/undefined) [@accruedint](/creator/undefined) [@mufasacapital](/creator/undefined) [@plumshameful](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@maxwellhouse99s](/creator/undefined) **Top assets mentioned** [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Cronos (CRO)](/topic/cronos) [Seadrill Limited (SDRL)](/topic/$sdrl) [Noble Corporation (NE)](/topic/$ne) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Tidewater, Inc. (TDW)](/topic/$tdw) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [EventChain (EVC)](/topic/$evc) ### Top Social Posts Top posts by engagements in the last XX hours "$OGI $CRON If you ever have reservations that maybe the market is telling you you're wrong given where these trade just have a look at the incoherent meltdowns some people on here are having about the reverse split news at $TLRY. This is the level of sophistication (lack thereof) underpinning a lot of the volume in the sector. Doesn't mean we're right but I'm hard pressed to think of a sector that demands less deference to the market than this one" [X Link](https://x.com/ragingbullcap/status/1995667490421027076) 2025-12-02T01:33Z 9011 followers, 11.4K engagements "Doubled $CNK position pre-market after reading stuff like this" [X Link](https://x.com/ragingbullcap/status/1996935696473288839) 2025-12-05T13:32Z 9013 followers, 7715 engagements "$SDRL is valued at what A little under $200m per active rig excl cold stacked That seems utterly mad. $NE $250-$300m per floater depending how you value the remaining JUs. It's all just so cheap when you see how these assets are trading at an individual level - e.g. Bollsta which is obviously warranting of a huge premium but nevertheless getting nearly $500m alone" [X Link](https://x.com/ragingbullcap/status/1998192009325011009) 2025-12-09T00:44Z 9014 followers, XXX engagements "$CNK dumping XX% this week for unclear reasons potentially some worries around the mere the prospect of $NFLX buying $WBD (ridiculous if that's the reason). Bought a little for a trade. Best operator in the sector" [X Link](https://x.com/ragingbullcap/status/1996291194142240972) 2025-12-03T18:51Z 9005 followers, 5328 engagements "@NatgasTurk I'm not opposed depending on price. Valuation matters as does scale. Don't think being subpar within 7G matters all that much given ongoing global fleet attrition; even lower tier 7Gs have increasing scarcity value. Also generally good for the industry" [X Link](https://x.com/ragingbullcap/status/1998187385255793122) 2025-12-09T00:26Z 9013 followers, XXX engagements "$CRON Lot of skeptics said as recently as this spring that there was no path to this ever being profitable: -XX% () gross margin. 5.7m EBITDA breakeven EBIT. Kicker is that they should now start benefitting from GrowCo capacity expansion which should be a huge boost to the PnL. $950m market cap. $825m of cash $40m investments/loan receivables. EV is well under $90m for EBITDA already running at $20m and could be much higher next year 0.8x Book value" [X Link](https://x.com/ragingbullcap/status/1986418500458414567) 2025-11-06T13:00Z 8981 followers, 7746 engagements "Surprising at first glance that $TDW bought back no shares in Q3 after the long awaited refi and $500m authorization. They maxed out their limited capacity in prior Qs and now suddenly stopped altogether with +$400m of cash and the liberty to finally go big If you take mgmt at their word then unless something radically changed in a couple months it's hard not to conclude that they're gearing up for an acquisition:" [X Link](https://x.com/ragingbullcap/status/1988058390371684601) 2025-11-11T01:37Z 8983 followers, 25K engagements "$CRON basically back to trading at cash notes and investments. One day soon the market will figure out that this is a defensive sector and a good place to hide across any environment" [X Link](https://x.com/ragingbullcap/status/1991193510196760955) 2025-11-19T17:15Z 8983 followers, 5426 engagements "@maxwellhouse99 It's absolutely crazy. You can buy BATs cannabis arm below book value a net-net a handful of really well managed microcaps.or you can choose to become simply insolvent buying a donut" [X Link](https://x.com/ragingbullcap/status/1994542954124644729) 2025-11-28T23:04Z 8983 followers, XXX engagements "Jack believes GMX shares are undervalued because the market is unaware of or otherwise does not comprehend the story and therefore the solution is to repeat the same investor pitch ad nauseum at road shows. No Jack GMX trades where it does because the market sees through your characterization and views the company for what it actually is. He says it's a capital light enterprise that builds without dilution; the market sees a comically overcapitalized balance sheet accompanied by a putrid and altogether incoherent capital allocation policy. He says it's a royalty company but the company does" [X Link](https://x.com/ragingbullcap/status/1996212241876635670) 2025-12-03T13:37Z 9013 followers, XXX engagements "Gotta give this guy here some serious praise for putting $DBO.TO on my radar at 14c when I asked for favorite $100m market cap ideas heading into 2025. With @maxwellhouse99's little scuttlebutt tonight I suspect this trades through 70c tmrw so XXX% YTD. Sized this up materially so it's been an extremely meaningful contributor to my NAV. Incredibly I still think this is a very likely 2-3x from here. You can make a ton of money sourcing ideas on this website if you're wiling to filter through the slop" [X Link](https://x.com/ragingbullcap/status/1996371118358151611) 2025-12-04T00:09Z 8983 followers, 8908 engagements "More reefer madness $CGC Market cap: $625m EV: $550m Q3 net sales annualized: $265m Q3 EBITDA: -$3m Q3 FCF: -$20m $OGI Market cap: $405m EV: $230m Q3 net sales annualized: $XXX Q3 EBITDA: $5.8m Q3 FCF: $X Taking a quarterly snapshot like this is obviously silly but does anyone seriously believe that Canopy with lower sales a long bridge to breakeven higher cost of capital and far worse market positioning should have an EV worth 2.5x more than OGI's EV/S ratio is basically a full turn higher: why One could argue the discrepancy makes more sense when viewed from book value - OGI 1x vs. CGC" [X Link](https://x.com/ragingbullcap/status/1996758643081896057) 2025-12-05T01:48Z 9005 followers, 6324 engagements "Obviously the national association of exhibitor is going to raise the alarm at this deal it's politics; Netlfix is manifestly not the ideal buyer for them. But the idea that this is some major death knell moment for exhibitors is comical and why the market transfers wealth to rational people over time. First of all there are major antitrust hurdles to this going through and even if it does I think a very likely condition will be that Netflix agree to maintain theatrical release cadence and windows of WBD. Second to nothing to add's point the entire box office these days is already driven by" [X Link](https://x.com/ragingbullcap/status/1996929189887271230) 2025-12-05T13:06Z 8993 followers, XXX engagements "Share of SVOD at the least. Look at how the courts have dealt with recent antitrust cases. e.g. $CPRI sells purses but the court went with "accessible luxury handbags" substantially narrowing the market to kill it. This merger is going to be deeply unpopular on both sides of the political aisle so I certainly wouldn't get too confident. How the companies define their own market is far from determinative of the legal definition (for good reason)" [X Link](https://x.com/ragingbullcap/status/1997108259086274884) 2025-12-06T00:58Z 9011 followers, 1408 engagements "@NatgasTurk Totally fair point. Personally I like monetizing the JUs to delever and buyback shares to own more of the drillships" [X Link](https://x.com/ragingbullcap/status/1998177043398455693) 2025-12-08T23:45Z 9011 followers, XXX engagements "$KEWL legacy shareholders having their entire basis returned to invest as they please now have effectively a free call option on any future royalties produced by the land. Globex shareholders instead get exposure to GDX constituents they could get pure play exposure to by purchasing an ETF" [X Link](https://x.com/ragingbullcap/status/1989087843319251041) 2025-11-13T21:47Z 9005 followers, 2084 engagements "$GMX.TO Gemini makes for a great activist. Not mincing words on how obscene the capital allocation is. "Shareholders holding GMX stock are effectively paying a management fee to Jack Stoch to hold Agnico Eagle shares and GICs on their behalf. If an investor wanted exposure to Agnico Eagle or cash yields they could hold those assets directly without the GMX corporate structure wrapping."" [X Link](https://x.com/ragingbullcap/status/1996055898507170023) 2025-12-03T03:16Z 9005 followers, 1004 engagements "$EVC Ben Graham value stock meets tech company with second derivative growth" [X Link](https://x.com/ragingbullcap/status/1987204430102413535) 2025-11-08T17:03Z 9012 followers, 7127 engagements "$CRON Acquires CanAdelaar the largest adult use player in the Netherlands for $67m USD + earnouts giving it #1 market share in a major cannabis jurisdiction. CanAdelaar's revenue more than doubled and EBITDA tripled YoY to $28m.radically transforms Cronos' P&L Headline multiple of 2.4x EBITDA.and the market worries Cronos isn't going to be able to create value with their billion dollar cash pile 😂 Game on" [X Link](https://x.com/ragingbullcap/status/1998378171897381304) 2025-12-09T13:04Z 9014 followers, 15K engagements "@Franfra51045228 @mgorenst I mean cannabis has been a major attraction of Amsterdam for as long as I can remember so I'm not too concerned about that" [X Link](https://x.com/ragingbullcap/status/1998384482089308647) 2025-12-09T13:29Z 9013 followers, XXX engagements "$CRON Alright some quick and very rough math to illustrate how ridiculously cheap this is and I'll leave it at that. I may be overshooting in some places and undershooting in others. Still need to speak with management. 383m SO at $2.70; market cap = $1.04B USD. Pro forma cash ST invests and notes/interest receivables: $790m Ergo EV: $250m Cronos legacy NTM net sales conservatively $150m. AcquiredCo $47m LTM and growing rapidly; call it $60m. Conservative combined NTM revenue: $210m AcquiredCo appears to have XX% EBITDA margins so hugely accretive to overall margins. Applying the same margin" [X Link](https://x.com/ragingbullcap/status/1998415919446393180) 2025-12-09T15:34Z 9014 followers, 7942 engagements "And of course Tilray appreciated more in value today. Sheer comedy" [X Link](https://x.com/ragingbullcap/status/1998498375717761228) 2025-12-09T21:01Z 9014 followers, 1189 engagements "This is just a misunderstanding about movie theatre balance sheets. They all have negative working capital because they have minimal receivables and carry little inventory while operations are largely financed by supplier credit (paid on lags) and by customers (through gift cards and rewards programs). This float dynamic is a feature not a bug and makes exhibitors more cash generative than they appear. CNK has printed cash this year and box office is widely expected to be up double digits next year and they are not particularly levered. Absent a black swan like another pandemic I dont see any" [X Link](https://x.com/ragingbullcap/status/1998727137319137459) 2025-12-10T12:10Z 9014 followers, XX engagements
[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 $cron, market cap, if you, $ogi the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +45%
- X Months XXX +15%
- X Year XXX +35%
Followers: XXXXX #
- X Week XXXXX +0.50%
- X Month XXXXX +3.40%
- X Months XXXXX +13%
- X Year XXXXX +41%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXX% countries XXXX% currencies #1274 cryptocurrencies #2474 travel destinations XXXX%
Social topic influence $cron #1, market cap #91, if you 6.82%, $ogi #2, level 4.55%, $cnk #15, $500m 4.55%, gmx #54, netherlands #135, $67m #1
Top accounts mentioned or mentioned by @joinyellowbrick @franfra51045228 @natgasturk @alexeliasson @icbarrett @jimkopas @dfabian21 @siyul @100xcompounding @3plantey2 @mlmeign1 @tweetottolee @kunye01 @satsfilip @realjmomoney @accruedint @mufasacapital @plumshameful @maxwellhouse99 @maxwellhouse99s
Top assets mentioned Cinemark Holdings, Inc. (CNK) Cronos (CRO) Seadrill Limited (SDRL) Noble Corporation (NE) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Tidewater, Inc. (TDW) Capri Holdings Limited (CPRI) Agnico Eagle Mines Ltd. (AEM) EventChain (EVC)
Top Social Posts
Top posts by engagements in the last XX hours
"$OGI $CRON If you ever have reservations that maybe the market is telling you you're wrong given where these trade just have a look at the incoherent meltdowns some people on here are having about the reverse split news at $TLRY. This is the level of sophistication (lack thereof) underpinning a lot of the volume in the sector. Doesn't mean we're right but I'm hard pressed to think of a sector that demands less deference to the market than this one"
X Link 2025-12-02T01:33Z 9011 followers, 11.4K engagements
"Doubled $CNK position pre-market after reading stuff like this"
X Link 2025-12-05T13:32Z 9013 followers, 7715 engagements
"$SDRL is valued at what A little under $200m per active rig excl cold stacked That seems utterly mad. $NE $250-$300m per floater depending how you value the remaining JUs. It's all just so cheap when you see how these assets are trading at an individual level - e.g. Bollsta which is obviously warranting of a huge premium but nevertheless getting nearly $500m alone"
X Link 2025-12-09T00:44Z 9014 followers, XXX engagements
"$CNK dumping XX% this week for unclear reasons potentially some worries around the mere the prospect of $NFLX buying $WBD (ridiculous if that's the reason). Bought a little for a trade. Best operator in the sector"
X Link 2025-12-03T18:51Z 9005 followers, 5328 engagements
"@NatgasTurk I'm not opposed depending on price. Valuation matters as does scale. Don't think being subpar within 7G matters all that much given ongoing global fleet attrition; even lower tier 7Gs have increasing scarcity value. Also generally good for the industry"
X Link 2025-12-09T00:26Z 9013 followers, XXX engagements
"$CRON Lot of skeptics said as recently as this spring that there was no path to this ever being profitable: -XX% () gross margin. 5.7m EBITDA breakeven EBIT. Kicker is that they should now start benefitting from GrowCo capacity expansion which should be a huge boost to the PnL. $950m market cap. $825m of cash $40m investments/loan receivables. EV is well under $90m for EBITDA already running at $20m and could be much higher next year 0.8x Book value"
X Link 2025-11-06T13:00Z 8981 followers, 7746 engagements
"Surprising at first glance that $TDW bought back no shares in Q3 after the long awaited refi and $500m authorization. They maxed out their limited capacity in prior Qs and now suddenly stopped altogether with +$400m of cash and the liberty to finally go big If you take mgmt at their word then unless something radically changed in a couple months it's hard not to conclude that they're gearing up for an acquisition:"
X Link 2025-11-11T01:37Z 8983 followers, 25K engagements
"$CRON basically back to trading at cash notes and investments. One day soon the market will figure out that this is a defensive sector and a good place to hide across any environment"
X Link 2025-11-19T17:15Z 8983 followers, 5426 engagements
"@maxwellhouse99 It's absolutely crazy. You can buy BATs cannabis arm below book value a net-net a handful of really well managed microcaps.or you can choose to become simply insolvent buying a donut"
X Link 2025-11-28T23:04Z 8983 followers, XXX engagements
"Jack believes GMX shares are undervalued because the market is unaware of or otherwise does not comprehend the story and therefore the solution is to repeat the same investor pitch ad nauseum at road shows. No Jack GMX trades where it does because the market sees through your characterization and views the company for what it actually is. He says it's a capital light enterprise that builds without dilution; the market sees a comically overcapitalized balance sheet accompanied by a putrid and altogether incoherent capital allocation policy. He says it's a royalty company but the company does"
X Link 2025-12-03T13:37Z 9013 followers, XXX engagements
"Gotta give this guy here some serious praise for putting $DBO.TO on my radar at 14c when I asked for favorite $100m market cap ideas heading into 2025. With @maxwellhouse99's little scuttlebutt tonight I suspect this trades through 70c tmrw so XXX% YTD. Sized this up materially so it's been an extremely meaningful contributor to my NAV. Incredibly I still think this is a very likely 2-3x from here. You can make a ton of money sourcing ideas on this website if you're wiling to filter through the slop"
X Link 2025-12-04T00:09Z 8983 followers, 8908 engagements
"More reefer madness $CGC Market cap: $625m EV: $550m Q3 net sales annualized: $265m Q3 EBITDA: -$3m Q3 FCF: -$20m $OGI Market cap: $405m EV: $230m Q3 net sales annualized: $XXX Q3 EBITDA: $5.8m Q3 FCF: $X Taking a quarterly snapshot like this is obviously silly but does anyone seriously believe that Canopy with lower sales a long bridge to breakeven higher cost of capital and far worse market positioning should have an EV worth 2.5x more than OGI's EV/S ratio is basically a full turn higher: why One could argue the discrepancy makes more sense when viewed from book value - OGI 1x vs. CGC"
X Link 2025-12-05T01:48Z 9005 followers, 6324 engagements
"Obviously the national association of exhibitor is going to raise the alarm at this deal it's politics; Netlfix is manifestly not the ideal buyer for them. But the idea that this is some major death knell moment for exhibitors is comical and why the market transfers wealth to rational people over time. First of all there are major antitrust hurdles to this going through and even if it does I think a very likely condition will be that Netflix agree to maintain theatrical release cadence and windows of WBD. Second to nothing to add's point the entire box office these days is already driven by"
X Link 2025-12-05T13:06Z 8993 followers, XXX engagements
"Share of SVOD at the least. Look at how the courts have dealt with recent antitrust cases. e.g. $CPRI sells purses but the court went with "accessible luxury handbags" substantially narrowing the market to kill it. This merger is going to be deeply unpopular on both sides of the political aisle so I certainly wouldn't get too confident. How the companies define their own market is far from determinative of the legal definition (for good reason)"
X Link 2025-12-06T00:58Z 9011 followers, 1408 engagements
"@NatgasTurk Totally fair point. Personally I like monetizing the JUs to delever and buyback shares to own more of the drillships"
X Link 2025-12-08T23:45Z 9011 followers, XXX engagements
"$KEWL legacy shareholders having their entire basis returned to invest as they please now have effectively a free call option on any future royalties produced by the land. Globex shareholders instead get exposure to GDX constituents they could get pure play exposure to by purchasing an ETF"
X Link 2025-11-13T21:47Z 9005 followers, 2084 engagements
"$GMX.TO Gemini makes for a great activist. Not mincing words on how obscene the capital allocation is. "Shareholders holding GMX stock are effectively paying a management fee to Jack Stoch to hold Agnico Eagle shares and GICs on their behalf. If an investor wanted exposure to Agnico Eagle or cash yields they could hold those assets directly without the GMX corporate structure wrapping.""
X Link 2025-12-03T03:16Z 9005 followers, 1004 engagements
"$EVC Ben Graham value stock meets tech company with second derivative growth"
X Link 2025-11-08T17:03Z 9012 followers, 7127 engagements
"$CRON Acquires CanAdelaar the largest adult use player in the Netherlands for $67m USD + earnouts giving it #1 market share in a major cannabis jurisdiction. CanAdelaar's revenue more than doubled and EBITDA tripled YoY to $28m.radically transforms Cronos' P&L Headline multiple of 2.4x EBITDA.and the market worries Cronos isn't going to be able to create value with their billion dollar cash pile 😂 Game on"
X Link 2025-12-09T13:04Z 9014 followers, 15K engagements
"@Franfra51045228 @mgorenst I mean cannabis has been a major attraction of Amsterdam for as long as I can remember so I'm not too concerned about that"
X Link 2025-12-09T13:29Z 9013 followers, XXX engagements
"$CRON Alright some quick and very rough math to illustrate how ridiculously cheap this is and I'll leave it at that. I may be overshooting in some places and undershooting in others. Still need to speak with management. 383m SO at $2.70; market cap = $1.04B USD. Pro forma cash ST invests and notes/interest receivables: $790m Ergo EV: $250m Cronos legacy NTM net sales conservatively $150m. AcquiredCo $47m LTM and growing rapidly; call it $60m. Conservative combined NTM revenue: $210m AcquiredCo appears to have XX% EBITDA margins so hugely accretive to overall margins. Applying the same margin"
X Link 2025-12-09T15:34Z 9014 followers, 7942 engagements
"And of course Tilray appreciated more in value today. Sheer comedy"
X Link 2025-12-09T21:01Z 9014 followers, 1189 engagements
"This is just a misunderstanding about movie theatre balance sheets. They all have negative working capital because they have minimal receivables and carry little inventory while operations are largely financed by supplier credit (paid on lags) and by customers (through gift cards and rewards programs). This float dynamic is a feature not a bug and makes exhibitors more cash generative than they appear. CNK has printed cash this year and box office is widely expected to be up double digits next year and they are not particularly levered. Absent a black swan like another pandemic I dont see any"
X Link 2025-12-10T12:10Z 9014 followers, XX engagements