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@riyadosofian Riyado SofianRiyado Sofian posts on X about $rely, $grab, strong, $se the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% countries XXX% cryptocurrencies XXX% technology brands XXXX%
Social topic influence $rely #4, $grab #53, strong 13.04%, $se #51, $414m 8.7%, investment #2463, acquisition #806, $zeta #75, $54m 4.35%, $55m XXXX%
Top accounts mentioned or mentioned by @garrettjonesea @steelmindcap @manuinvests @jk91185408
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) Grab Holdings Limited Class A Ordinary Shares (GRAB) Sea Limited (SE) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS)
Top posts by engagements in the last XX hours
"$RELY bouncing perfectly on its upward trendline. Fundamentals are very strong heading into Q3 earnings. Here are analysts' estimates: Q3 Revenue $414M (+29% YoY) Q3 EBITDA $54M (+99% YoY) Q3 EPS $XXXX (+46% YoY) Waiting for Q3 results to see if I'll add more to this name"
X Link 2025-10-21T04:23Z 8466 followers, 2254 engagements
"$RELY reports Q3 results after the market closes tomorrow. Here are analysts' estimates: Revenue = $414m (+23% YoY) Adjusted EBITDA = $55m (13% Margin) EPS = $XXXX I expect it to beat estimates by a landslide"
X Link 2025-11-04T12:30Z 8466 followers, 2156 engagements
"$RELY stock fell XX% following its Q3 earnings results. With this selloff is $RELY still a buy In this article I discuss $RELY's Q3 results why the stock dropped and whether Im buying the dip 👇🏻"
X Link 2025-11-12T16:47Z 8466 followers, 4376 engagements
"🚨 $GRAB Q3 RESULTS ARE OUT 🚨 🟡 Revenue = $873m vs. $873m est. 🟢 Adjusted EBITDA = $136m vs. $119m est. 🟡 EPS = $XXXX vs. $XXXX est. - On-Demand GMV = $5.8b (+24% YoY) - Group MTUs = 47.7m (+14% YoY) - Loan Portfolio = $821m (+65% YoY) - Adjusted FCF = $203m (+37% YoY) 2025 Guidance: 🔴 Revenue = $3390m vs. $3414m est. 🟢 Adjusted EBITDA = $495m vs. $481m est. All in all strong performance. Adjusted EBITDA and FCF were particularly impressive"
X Link 2025-11-04T03:46Z 8464 followers, 9087 engagements
"$RELY YTD Performance = 🔻44% Forward EV/Revenue = 1.2x Forward EV/EBITDA = 8.3x Priced for disaster"
X Link 2025-11-12T12:15Z 8459 followers, 2868 engagements
"The investment thesis on $GRAB and $SE is very simple. They are virtual monopolies in Southeast Asia. That's it"
X Link 2025-11-27T14:14Z 8460 followers, 10.5K engagements
"While $GRAB remains the most dominant player in food delivery in Southeast Asia its market share is under pressure in countries where $SE ShopeeFood operates (i.e. Vietnam Indonesia Thailand and Malaysia) Note: This data covers 2022 to 2024. Something to watch as 2025 data becomes available"
X Link 2025-11-29T12:33Z 8460 followers, 11.6K engagements
"🚨 $HIMS TO ACQUIRE YOURBIO HEALTH 🚨 - YourBio Health a Boston-based pioneer in capillary whole blood sampling technology. - Its TAP device built on HALO technology uses bladeless microneedles. - Accelerates $HIMS' efforts to make pain-free blood sampling. - Acquisition expected to close in early 2026. - Funded entirely by cash in hand"
X Link 2025-12-03T14:09Z 8461 followers, 51.7K engagements
"Been quite busy these past few weeks traveling to the Philippines and Singapore (ran my first half-marathon at SCSM a couple of days ago). I'll be posting more regularly starting tomorrow. You can expect these updates in the following weeks: - $RELY Investor Day on December X - $GRAB Update - $SE Deep Dive - FY2025 Portfolio Review Stay tuned :)"
X Link 2025-12-08T03:04Z 8462 followers, 1907 engagements
"$ONON's shoe launches have been quite underwhelming this year but they still grew like weed. Next year their launches look much more promising: - Cloudmonster Hyper X LightSpray - Cloudmonster Hyper X - Cloudmonster X - Cloudsurfer X Pictures from Meta Endurance"
X Link 2025-12-08T11:57Z 8460 followers, 5885 engagements
"🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 2026 Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) 2028 Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted EBITDA: $575m to $600m (20% to XX% Margin) Management aims for a Rule of XX through 2028. Investor Day presentation going live in a bit"
X Link 2025-12-09T14:23Z 8459 followers, 5811 engagements
"$ZETA Revenue revisions have gone nowhere but up and to the right. It's a sign of analyst underestimation and management overperformance. Just recently there's a spike in Revenue estimates reflecting updated guidance following the Marigold acquisition. From here you can expect the same trend to resume: up and to the right"
X Link 2025-12-11T03:05Z 8460 followers, 4364 engagements
"The $ZETA investment case simplified: Valuation FCF Per Share Classic mispricing = Significant future rerating"
X Link 2025-12-03T00:51Z 8460 followers, 4785 engagements
"$RELY is quietly up XX% since its XX% Q3 earnings selloff. Why 1) Because it's undervalued with strong fundamentals. 2) Because its Investor Day presentation was overall bullish. Currently piecing together an update on the company. Should be out by tomorrow"
X Link 2025-12-11T15:39Z 8459 followers, 1345 engagements
"Just posted an article on $RELY. In this article I cover its recent Investor Day. There were a total of XXX slides and X hours of recording I narrowed it down to X of the most important slides. I also provide an update on my valuation model. Check it out 👇🏻"
X Link 2025-12-12T13:05Z 8459 followers, 2065 engagements