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Mario Cibelli posts on X about $rely, $uber, market cap, $wisel the most. They currently have XXXXXX followers and XXX posts still getting attention that total X engagements in the last XX hours.
Social category influence stocks technology brands
Social topic influence $rely, $uber, market cap, $wisel, dynamic, over the, 6 months, momentum, $xmtr
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last XX hours
"From a pure modeling point of view it's interesting think about Remitly's base of lower churning actives - those that return after first sends - becoming a larger and larger portion of overall actives. (1/2) $RELY"
X Link @mario_cibelli 2025-09-08T18:46Z 11.4K followers, 3877 engagements
"Remitly is hosting its first new product launch event in NYC this September. So far the market is sleeping on the news but I believe there is a chance that the new subscription offering will resonate with consumers and enhance the company's competitive positioning. $RELY (1/few)"
X Link @mario_cibelli 2025-08-30T12:29Z 11.4K followers, 5059 engagements
"This is a favorite chart of mine. The change in market cap when a business goes from losses to profits to substantial profits can be breath taking especially when expectations are low. Add increasing quality of earnings to such a profit inflection & it's tough to go wrong. $UBER"
X Link @mario_cibelli 2025-09-16T17:45Z 11.4K followers, 23.6K engagements
"Interesting chart from MCH on $RELY dominating app downloads for pure play remittance providers. Yes $WISE.L fans this chart excludes Wise plc which of course offers a great but slightly different service to its user base"
X Link @mario_cibelli 2025-02-13T21:56Z 11.4K followers, 6435 engagements
"Early Netflix had this dynamic - lower churn for more mature cohorts vs overall visible churn. This has huge implications down the road for overall profitability and the ad spend required offset new customer churn i.e. less and less of a burden. (2/2)"
X Link @mario_cibelli 2025-09-08T18:47Z 11.4K followers, 1546 engagements
"And this brings me to Remitly which has swung from scaled digital category killer earlier this year to narrow payments provider and stablecoin/crypto roadkill over the past X months. This has occurred as the business has grown rapidly and demonstrated strong incrementals"
X Link @mario_cibelli 2025-09-28T13:04Z 11.4K followers, 1472 engagements
"@AggieCapitalist So stables might even benefit remitters"
X Link @mario_cibelli 2025-10-16T19:02Z 11.4K followers, XXX engagements
"My Remitly thesis distilled - a flywheel of self-reinforcing scale. I believe its going to be very difficult for others to disrupt the momentum & scale building that is now in full swing at $RELY"
X Link @mario_cibelli 2024-10-12T12:08Z 11.4K followers, 79.6K engagements
"Xometry is a great example of how prevailing narratives in battleground growth companies can oscillate over relatively short periods of time even as continual progress is made with the P&L. $XMTR $RELY"
X Link @mario_cibelli 2025-09-28T13:02Z 11.4K followers, 6019 engagements