@riyadosofian Avatar @riyadosofian Riyado Sofian

Riyado Sofian posts on X about $zeta, $hims, $rely, $grab the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 73.27% finance 30.69% cryptocurrencies 29.7% technology brands 11.88% countries 3.96% social networks 1.98% fashion brands 0.99% automotive brands 0.99% financial services 0.99% exchanges 0.99%

Social topic influence $zeta #193, $hims #186, $rely 14.85%, $grab #45, bullish 6.93%, company 6.93%, check 5.94%, strong 5.94%, $se 4.95%, in the 4.95%

Top accounts mentioned or mentioned by @william_r2rclub @wealthmatica @dsteinberg10000 @himshouse @coinskillall @joenezitic @oliverino2 @gabgrowth @endicottinvests @ppokckcb @bdi_llc @malaysiandragon @rubenslashh @grok @jonathandubbs @topsecretstocks @johnny10gunz @c4m0o @trailsad @sqft_squarefeet

Top assets mentioned ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Remitly Global, Inc. (RELY) Grab Holdings Limited Class A Ordinary Shares (GRAB) Sea Limited (SE) Duolingo, Inc. (DUOL) Novo-Nordisk (NVO) RAI Finance (SOFI) On Holding AG (ONON) PayPal Holdings Inc (PYPL) Marqeta, Inc. (MQ) Morgan Stanley (MS) Zeta Global Holdings Corp. (ZETA) Wise (WISE) Western Union Co (WU) SoFi Technologies, Inc. Common Stock (SOFI) Deckers Outdoor, Corp. (DECK) Affirm Holdings, Inc. (AFRM) Sezzle Inc. Common Stock (SEZL) Dash (DASH) Block, Inc. (SQ) Klarna Group plc (KLAR) Lululemon Athletica Inc (LULU)

Top Social Posts

Top posts by engagements in the last [--] hours

"$ZETA Whether it's OpenAI Gemini or Anthropic $ZETA's vulnerability to LLMs is low due to the Supergraph the company's proprietary identity resolution engine and data layer. The Supergraph consists primarily of first-party data something that LLMs DO NOT have access to. First-party data is necessary for high-ROI highly-targeted marketing campaigns. As a reminder $ZETA covers 245M+ U.S. consumers and 535M+ consumers globally with 1.1T+ signals. Competitors like $CRM $TTD $ADBE $BRZE $KVYO are more vulnerable to the LLM threat due to their lack of first-party data their disruptions mean more"
X Link 2026-02-06T12:30Z [----] followers, [----] engagements

"$GRAB is a robotaxi play that has not been priced in as such. In this update I cover: - GRAB's Q3 results - GRAB's robotaxi potential - My [----] price target Have a read and let me know what you think 👇🏻 https://rscapital.substack.com/p/grab-holdings-grab-a-robotaxi-play https://rscapital.substack.com/p/grab-holdings-grab-a-robotaxi-play"
X Link 2025-12-17T12:50Z [----] followers, [----] engagements

"I'm a $HIMS bull. But the recent downfall shows why diversification is important. Never full port on a single stock. Never go full retard"
X Link 2026-02-11T12:34Z [----] followers, [----] engagements

"Just published my $SOFI Q4 [----] earnings review. Everything you need to know from the earnings report and why $SOFI is just getting started. Check it out 👇🏻 https://rscapital.substack.com/p/sofi-technologies-sofi-entering-the https://rscapital.substack.com/p/sofi-technologies-sofi-entering-the"
X Link 2026-02-11T13:40Z [----] followers, [----] engagements

"JUST IN: $ONON appoints Frank Sluis as new CFO effective May 1st. Frank Sluis was recently the CFO for Europe & Indonesia at Ahold Delhaize one of the worlds leading food retail groups"
X Link 2026-01-28T10:28Z [----] followers, [----] 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 [--] - $GRAB Update - $SE Deep Dive - FY2025 Portfolio Review Stay tuned :) https://twitter.com/i/web/status/1997864880393646508 https://twitter.com/i/web/status/1997864880393646508"
X Link 2025-12-08T03:04Z [----] followers, [----] engagements

"🚨 $RELY RELEASES MEDIUM-TERM OUTLOOK 🚨 [----] Guidance - Revenue: growth in the high teens range - Adjusted EBITDA: $300m to $320m (vs. $295m est.) [----] Financial Targets - Revenue: $2.6b to $3.0b (vs. $2.53b est.) - Adjusted EBITDA: $575m to $600m (20% to 22% Margin) Management aims for a Rule of [--] through [----]. Investor Day presentation going live in a bit. https://twitter.com/i/web/status/1998397977623453926 https://twitter.com/i/web/status/1998397977623453926"
X Link 2025-12-09T14:23Z [----] followers, [----] engagements

"$RELY is quietly up 25% since its 25% 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 [----] followers, [----] engagements

"Just posted an article on $RELY. In this article I cover its recent Investor Day. There were a total of [---] slides and [--] hours of recording I narrowed it down to [--] of the most important slides. I also provide an update on my valuation model. Check it out 👇🏻 https://rscapital.substack.com/p/remitly-global-rely-investor-day https://rscapital.substack.com/p/remitly-global-rely-investor-day"
X Link 2025-12-12T13:05Z [----] followers, [----] engagements

"$RELY Monness reiterates Buy rating with a $28 PT. That's 100%+ upside from here"
X Link 2026-01-05T14:49Z [----] followers, [----] engagements

"$DECK +13% in overnight trading as the company reported strong Q3 results: 🟢 Revenue: $1.96B vs. $1.87B est. 🟢 EPS: $3.33 vs. $2.77 est. Strong signal for yet another blowout quarter for $ONON which reports Q4 earnings in about a month"
X Link 2026-01-30T04:14Z [----] followers, [----] engagements

"Interesting to see the strong correlation between $HIMS share price and $HIMS search trends. The upcoming peptides launch and the Super Bowl ad should drive search trends which should lead to a nice rebound in the share price in the near term"
X Link 2026-02-02T12:30Z [----] followers, 25.1K engagements

"🚨 $PYPL Triple Bad News 🚨 🔴 Q4 EPS Miss: $1.23 vs. $1.29 est. 🔴 Q4 Revenue Miss: $8676M vs. $8787M est. 🔴 CEO Alex Chriss steps down Shares -15%. YIKES"
X Link 2026-02-03T12:16Z [----] followers, [----] engagements

"$DUOL is down 75% from its ATH. In this mini deep dive I explore the investment case for this beaten-down left-for-dead green owl. Please like and share Thank you https://rscapital.substack.com/p/watchlist-duolingo-duol https://rscapital.substack.com/p/watchlist-duolingo-duol"
X Link 2026-02-03T14:11Z [----] followers, [----] engagements

"$PYPL Q4 Cross-border TPV up 6% YoY which is a 2pp deceleration from Q3. $RELY will probably grow Send Volume by 30% in Q4 far outpacing $PYPL. But still the markets have to put $RELY in the same bucket as $PYPL. Shares $PYPL -19% $RELY -6%"
X Link 2026-02-03T16:30Z [----] followers, [----] engagements

"$MQ - Forward EV/Sales 1.5x - Forward EV/EBITDA 8.6x - $823M of Net Cash (No debt 45% of Market Cap) - 22% FCF Margin - Possible acquisition target - Turning profitable soon - Powers $SQ $AFRM $KLAR $SEZL $DASH Tempted to get back into this one"
X Link 2026-02-04T12:50Z [----] followers, [----] engagements

"$DUOL testing its post-IPO lows 👀"
X Link 2026-02-04T14:42Z [----] followers, [----] engagements

"$LULU Apparently premium yoga pants are safe havens"
X Link 2026-02-04T15:01Z [----] followers, [----] engagements

"Trouble dealing with the market selloff Try $HIMS anxiety and depression medications :)"
X Link 2026-02-04T15:13Z [----] followers, 22.7K engagements

"$GRAB falling 5% on zero news. Approaching $4.00"
X Link 2026-01-15T16:16Z [----] followers, 72.9K engagements

"🚨 $GRAB UGLY Q4 PRINT 🚨 Q4 Results 🔴 Revenue: $906M (+19% YoY) 🟢 Adjusted EBITDA: $148M (+53% YoY) 🔴 EPS: $0.00 (-100% YoY) FY2026 Guidance 🔴 Revenue: $4.070B (+21% YoY) 🔴 Adjusted EBITDA: $710M (+42% YoY) Issues 3-Year Outlook 2025-2028 Revenue CAGR: 20% [----] Adjusted EBITDA: $1.5B [----] Adjusted FCF Conversion: 80% Strong medium-term outlook but missed on near-term estimates. Will post my detailed earnings review soon. https://twitter.com/i/web/status/2021781507380310148 https://twitter.com/i/web/status/2021781507380310148"
X Link 2026-02-12T03:00Z [----] followers, [----] engagements

"🚨 JUST IN: $GRAB Partners with Momenta to Bring AVs into Southeast Asia - In November $GRAB quietly invested in Momenta a Chinese AV company backed by Tencent BMW Temasek Toyota and Mercedes-Benz. It was last valued at $6B in September. - Momenta has already partnered with Mercedes-Benz and BMW to equip their vehicles with advanced driver assistance systems (ADAS). - Momenta is already partnered with $UBER to start L4 robotaxi testing in Munich in [----]. - Momenta is currently developing its Robotaxi technology for commercial launch. - $GRAB and Momenta will partner to deploy autonomous"
X Link 2025-12-18T03:30Z [----] followers, [----] engagements

"Just a few hours before this news was released I posted my $GRAB thesis about it being a robotaxi play the Momenta deal reinforced this thesis. Check out my article below 👇🏻 https://rscapital.substack.com/p/grab-holdings-grab-a-robotaxi-play https://rscapital.substack.com/p/grab-holdings-grab-a-robotaxi-play"
X Link 2025-12-18T03:33Z [----] followers, [----] engagements

"JUST IN: $ONON signs padel world #1 Arturo Coello. $ONON is expanding into the sport of padel which is one of the fastest-growing sports at the moment. In Indonesia (at least in Jakarta) padel is so viral that there's a new padel court built every [--] or [--] months. Where I live there are like [--] courts within a 5km radius I think this is a BIG move by $ONON. https://twitter.com/i/web/status/2009314553566515305 https://twitter.com/i/web/status/2009314553566515305"
X Link 2026-01-08T17:21Z [----] followers, [----] engagements

"Interested in $ZETA stock Stop whatever you're doing and watch this video. It basically covers all the important details about $ZETA and why Im bullish on the company. Grab a cup of coffee and get cozy because its almost an hour long. Enjoy"
X Link 2026-01-22T01:52Z [----] followers, 33.3K engagements

"🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of cancer. - $HIMS invested in $GRAL back in October [----]. - $HIMS customers can add the Multi-Cancer Test by Galleri onto existing Labs plans at a $250 discount (original self-pay price is $949)"
X Link 2026-02-04T14:33Z [----] followers, 19.6K engagements

"How much longer do you think the growth/software/tech crash will continue [--] day [--] week More than [--] month [--] month [--] day [--] week More than [--] month [--] month"
X Link 2026-02-05T11:40Z [----] followers, [----] engagements

"$HIMS 200WMA is at $20. Absolute bottom or what"
X Link 2026-02-06T01:31Z [----] followers, 10.6K engagements

"I don't know what $HIMS is trying to do but whatever it is I feel like they're doing it DELIBERATELY and they just DGAF"
X Link 2026-02-07T05:43Z [----] followers, 19.8K engagements

"Perhaps. the compounded GLP-1 pill was a decoy for these "constructive conversations". 🚨 $HIMS OFFICIAL COMMS ACCOUNT STATES IT HAS HAD "CONSTRUCTIVE CONVERSATIONS WITH STAKEHOLDERS ACROSS THE INDUSTRY" https://t.co/x3aaGtgI0a 🚨 $HIMS OFFICIAL COMMS ACCOUNT STATES IT HAS HAD "CONSTRUCTIVE CONVERSATIONS WITH STAKEHOLDERS ACROSS THE INDUSTRY" https://t.co/x3aaGtgI0a"
X Link 2026-02-09T02:56Z [----] followers, 16.5K engagements

"Both $HIMS and $NVO are down 70% from their all-time highs. The real winner is $LLY. still at all-time highs"
X Link 2026-02-09T15:19Z [----] followers, [----] engagements

"🚨 According to EDO here are the ad rankings and engagement index (EI) for weight-loss brands during Super Bowl LX. An EI score of 200% indicates that the brands ad had 200% as much engagement as the median spot during Super Bowl LX. The higher the score the better the ad performed. #10 $NVO Wegovy: A New Way EI = 374% #19 $HIMS Rich People Live Longer EI = 225% #77 Ro Healthier On Ro EI = 21% $NVO's ad did the best while $HIMS ad engagement showed strong engagement. On the other hand Ro's ad was a flop. https://twitter.com/i/web/status/2021061443081416948"
X Link 2026-02-10T03:19Z [----] followers, [----] engagements

"Source: https://www.edo.com/feature/super-bowl-2026 https://www.edo.com/feature/super-bowl-2026"
X Link 2026-02-10T03:20Z [----] followers, [---] engagements

"$GRAB reports Q4 earnings after the bell today. Here are analyst estimates: Revenue: $941M (+23% YoY) Adjusted EBITDA: $146M (+50% YoY) EPS: $0.01 (flat YoY)"
X Link 2026-02-11T05:39Z [----] followers, [----] engagements

"$SOFI "Over the medium term management expects to deliver compounded annual growth in adjusted net revenue of at least 30% from [----] to 2028." Meanwhile analysts Revenue estimates are as follows: 2026: +30% 2027: +22% 2028: +19% Such a low bar for $SOFI to outperform"
X Link 2026-02-11T13:00Z [----] followers, [----] engagements

"🚨 $GRAB ACQUIRES STASH 🚨 - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in Adjusted EBITDA in [----]. - Stash will continue operating as an independent brand in the U.S. post-Closing. - Longer term $GRAB may introduce Stash's investing solutions including AI Money Coach in Southeast Asia. https://twitter.com/i/web/status/2021785906550886742 https://twitter.com/i/web/status/2021785906550886742"
X Link 2026-02-12T03:18Z [----] followers, 60K engagements

"$GRAB very yes $GRAB grew its loan portfolio by $359M sequentially. That is 43% QoQ growth and 120% YoY growth. GFin is starting to come together. https://t.co/KmFGQNSTbK $GRAB grew its loan portfolio by $359M sequentially. That is 43% QoQ growth and 120% YoY growth. GFin is starting to come together. https://t.co/KmFGQNSTbK"
X Link 2026-02-12T16:27Z [----] followers, [----] engagements

"$HIMS ZAVA exploding in the UK Revenue up 97% YoY 👀 Beautiful work @himshouse $HIMS 🚨 ZAVA'S [----] ANNUAL REPORT JUST DROPPED AND IT'S A BANGER [--]. Revenue growth (+97%) from $25.9M to $51.0M "A key driver of this growth was the success of our GLP1 weight loss business along with a number of other optimisations for patient acquisition and retention." https://t.co/seYye23ORw $HIMS 🚨 ZAVA'S [----] ANNUAL REPORT JUST DROPPED AND IT'S A BANGER [--]. Revenue growth (+97%) from $25.9M to $51.0M "A key driver of this growth was the success of our GLP1 weight loss business along with a number of other"
X Link 2025-12-28T05:36Z [----] followers, 23.9K engagements

"$HIMS is so good at what they're doing that some companies literally copy everything that $HIMS does. Just look at this Indonesian company: Houp They copied the logo website marketing style business model statistics and even the model photos from $HIMS website and investor presentation 💀 This will probably end with a lawsuit or this might actually be $HIMS doing a trial run in Indonesia using a knockoff brand name 🤷🏼♂ http://houp.co http://houp.co http://houp.co http://houp.co"
X Link 2025-12-30T12:30Z [----] followers, 33.1K engagements

"My portfolio returned 33% in [----]. While I outperformed the market I wasnt too satisfied with my performance. In this article I outline: - What went right and what went wrong - What I intend to do differently in [----] - My plans and thinking for each of my holdings https://rscapital.substack.com/p/portfolio-update-2025-performance https://rscapital.substack.com/p/portfolio-update-2025-performance"
X Link 2026-01-02T15:51Z [----] followers, [----] engagements

"$ZETA This is what I wrote in my recent portfolio update a few days ago. Of all the companies in my portfolio Im most bullish on ZETA in [----] the fundamentals valuation and technicals call for a significant re-rating ahead: - Fundamentals: In [----] ZETA is expected to grow Revenue Adjusted EBITDA and FCF by at least 34% 40% 42% respectively. The company recently acquired Marigold and launched Athena a conversational superintelligent marketing agent. The deal pipeline is at record highs. Execution has been perfect with [--] consecutive quarters of beats and raises. Moreover the company is"
X Link 2026-01-05T15:06Z [----] followers, [----] engagements

"🚨 $ZETA AND OPENAI TEAM UP TO POWER ATHENA BY ZETA 🚨 - OpenAI will power Athena Zetas superintelligent agent built for enterprise marketing. - The companies will align Athena's product roadmap with advances in OpenAI models. - Zeta will have early access to new OpenAI models. - Athena by Zeta includes two agentic applications Insights (a conversational answers-driven analytics app) and Advisor (a goal-driven optimization app). - $TKO was part of Athenas early access program. - Zeta plans to launch Athena to all customers by the end of Q1 [----]. $ZETA +11% in OT"
X Link 2026-01-06T02:47Z [----] followers, [----] engagements

"$ZETA RBC Capital reiterates Buy rating with a $30 PT"
X Link 2026-01-06T07:41Z [----] followers, [----] engagements

"$ZETA institutions will be loading the boat even more after CES and GAAP profitability"
X Link 2026-01-06T12:45Z [----] followers, [----] engagements

"Here's a clip of an Infermove robot delivering food all the way to the customer's door. $GRAB https://www.youtube.com/watchv=JYjsCDj2A4Y https://www.youtube.com/watchv=JYjsCDj2A4Y"
X Link 2026-01-06T14:55Z [----] followers, [----] engagements

"@wealthmatica Congrats Sir. Keep up with the $ZETA coverage. You fully deserve it. @wealthmatica to 100K"
X Link 2026-01-09T03:21Z [----] followers, [----] engagements

"@CoinsKillall I haven't researched $MELI so I don't know much about the business. I prefer to invest in $SE cause it operates where I live"
X Link 2026-01-10T14:39Z [----] followers, [---] engagements

"Been a while since my last YouTube video. Planning to drop a new video soon. Subscribe so you won't miss it 👀 https://www.youtube.com/@riyadosofian https://www.youtube.com/@riyadosofian"
X Link 2026-01-11T14:23Z [----] followers, [----] engagements

"In case you missed my $SE deep dive My $SE deep dive is finally live 7000+ words and 100+ hours of research. Everything you need to know about $SE all in this article. Let me know what you think 👇🏻 https://t.co/cGB5rf6GTG https://t.co/XTV4n4bzjr My $SE deep dive is finally live 7000+ words and 100+ hours of research. Everything you need to know about $SE all in this article. Let me know what you think 👇🏻 https://t.co/cGB5rf6GTG https://t.co/XTV4n4bzjr"
X Link 2026-01-12T15:40Z [----] followers, [----] engagements

"$GRAB Amazing progress. AV rides launching soon $GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO https://t.co/Zym0lUVylB $GRAB autonomous shuttles are going to be available to the public in 2-3 months Source: Grab CEO https://t.co/Zym0lUVylB"
X Link 2026-01-12T15:47Z [----] followers, [----] engagements

"$ZETA's TTM FCF chart is a thing of beauty"
X Link 2026-01-13T16:15Z [----] followers, 24.1K engagements

"Putting $FIG on my watchlist here. $ADBE wanted to buy $FIG for $20B in [----] but the deal was terminated. Today $FIG is trading at a $16B Market Cap down 60% from IPO open and 77% from ATH. Valuation needs to come down a little more to get me interested Forward EV/Sales is still rich at 12x. https://twitter.com/i/web/status/2011640066389733520 https://twitter.com/i/web/status/2011640066389733520"
X Link 2026-01-15T03:22Z [----] followers, [----] engagements

"$DUOL is trading at an EV/Revenue of 6.9x now. Lowest multiple was 6.1x back in [----]. Been tracking this name for a while now but never chased the hype. The margin of safety is getting wider and wider. Watching closely here. $DUOL has dropped below 10x EV to Revenue (now at 8.2x). There's a decent level of margin of safety here. Keeping an eye on it. https://t.co/3Mkq3I2aA8 $DUOL has dropped below 10x EV to Revenue (now at 8.2x). There's a decent level of margin of safety here. Keeping an eye on it. https://t.co/3Mkq3I2aA8"
X Link 2026-01-15T03:49Z [----] followers, 11.5K engagements

"Why is Fintwit so bullish on $PATH Growth estimates for the next two years are less than 10%. What am I missing here"
X Link 2026-01-15T03:58Z [----] followers, 34.4K engagements

"$SPY at all-time highs but there are plenty of buying opportunities out there: $HIMS NTM EV/EBITDA: 23x FY2026 Growth: 18% $ZETA NTM EV/EBITDA: 16x FY2026 Growth: 34% $GRAB NTM EV/EBITDA: 23x FY2026 Growth: 21% $SE NTM EV/EBITDA: 19x FY2026 Growth: 24% $RELY NTM EV/EBITDA: 8x FY2026 Growth: 19% $MQ NTM EV/EBITDA: 10x FY2026 Growth: 18% $DUOL NTM EV/EBITDA: 19x FY2026 Growth: 23% $NVO NTM EV/EBITDA: 12x FY2026 Growth: 18% $PYPL NTM EV/EBITDA: 7x FY2026 Growth: 6% $DLO NTM EV/EBITDA: 10x FY2026 Growth: 31% https://twitter.com/i/web/status/2011785441712767348"
X Link 2026-01-15T13:00Z [----] followers, [----] engagements

"$ZETA Morgan Stanley raises PT from $23 to $27. Not. Enough"
X Link 2026-01-15T13:44Z [----] followers, [----] engagements

"$ZETA Citi reiterates Buy with a $26 PT. That's cute"
X Link 2026-01-15T13:45Z [----] followers, [----] engagements

"$ZETA down 15% from recent highs. Will probably hit $19-$20 before the next leg higher. Mr. Market is giving us one last chance to buy"
X Link 2026-01-16T15:10Z [----] followers, 19.1K engagements

"Yes Sir 🤝🏻 $ZETA This is a crazy good Deep dive Respect 🫡 Mr Market need to give a lot more than $20 a share if he want to buy from me $ZETA This is a crazy good Deep dive Respect 🫡 Mr Market need to give a lot more than $20 a share if he want to buy from me"
X Link 2026-01-22T01:58Z [----] followers, [----] engagements

"@wealthmatica @dsteinberg10000 WOW $ZETA already booked the date for the next Zeta Live event That's too bullish. Anyways congrats on the invitation You deserved it"
X Link 2026-01-22T02:14Z [----] followers, [---] engagements

"RT @JoeNezitic: An excellent analysis here by @riyadosofian. Market cant ignore this stock forever the moat is extremely valuable. Data"
X Link 2026-01-22T12:54Z [----] followers, [--] engagements

"Found something interesting. Back in [----] Morgan Stanley valued "Yandex's Driverless Company" (aka Avride) at $7B. That's like 60% of $NBIS's current Market Cap of $11.5B. WOW"
X Link 2025-06-19T13:45Z [----] followers, 24.2K engagements

"Which small cap companies are you most bullish on I'm looking for ideas preferably below $10B market cap founder-led high insider ownership little debt and high growth"
X Link 2025-01-20T11:19Z [----] followers, 62.8K engagements

""The Amazon of." or "The Netflix of." are investing cliches I try not to fall for. I thought $OPEN was the Amazon of Housing I thought $LTCH was the Apple of Real Estate I thought $PTON was the Netflix of Fitness Boy was I dead wrong. So the next time you hear someone say: "ABC company is the Amazon/Apple/Netflix of XYZ" you might want to step back and remind yourself that labeling a company like this does NOT make it special. https://twitter.com/i/web/status/1931696334740021474 https://twitter.com/i/web/status/1931696334740021474"
X Link 2025-06-08T12:54Z [----] followers, [----] engagements

"$NVO coming out putting a statement like this could damage the $HIMS brand. Things are gonna be ugly for a while"
X Link 2025-06-23T12:52Z [----] followers, 367.6K engagements

"My $ZETA deep dive just went live Everything you need to know about $ZETA is in this article. Please like share and subscribe. Thank you https://rscapital.substack.com/p/a-deep-dive-on-zeta-global-zeta https://rscapital.substack.com/p/a-deep-dive-on-zeta-global-zeta"
X Link 2025-07-10T14:03Z [----] followers, 20.8K engagements

"JUST IN: $ZETA Short Interest Ratio reached an all-time high of 13.6% 🤯 Additionally Shares Outstanding decreased by 2.2M at the beginning of May indicating management's share buyback execution. That said any positive catalysts could potentially trigger a short squeeze. Buckle up"
X Link 2025-07-11T04:05Z [----] followers, 15.6K engagements

"$RELY is a new stock that I've been watching recently. Remitly Global is a cross-border payments app known for its simplicity and competitive rates. In this 5-minute article I share my initial thesis on $RELY stock. Enjoy https://rscapital.substack.com/p/watchlist-remitly-global-rely https://rscapital.substack.com/p/watchlist-remitly-global-rely"
X Link 2025-07-28T11:23Z [----] followers, [----] engagements

"🧵 $RELY is a new stock that I've been watching recently. Remitly Global is a cross-border payments app known for its simplicity and competitive rates. It is widely used by immigrants and expats in the US. Here's my initial thesis on $RELY in a few charts👇🏻"
X Link 2025-07-28T12:23Z [----] followers, [----] engagements

"8) Strong Brand $RELY has the highest number of reviews and rating score among cross-border payment apps. Peers include $WISE $WU and WorldRemit"
X Link 2025-07-28T12:24Z [----] followers, [----] engagements

"If you would like to read more about $RELY you can check out my mini deep dive (only 5-minute read) on the company through this link 👇🏻 Please like share and subscribe. Thank you https://rscapital.substack.com/p/watchlist-remitly-global-rely https://rscapital.substack.com/p/watchlist-remitly-global-rely"
X Link 2025-07-28T12:24Z [----] followers, [----] engagements

"$ZETA RBC maintains Buy rating with a $25 PT"
X Link 2025-08-01T09:44Z [----] followers, [----] engagements

"$ZETA reports Q2 results tomorrow (Aug 5) after market closes. Here are analysts' estimates: Revenue: $297M (+30% YoY) Adjusted EBITDA: $55M (18% Margin) EPS: $(0.07) (+56% YoY) I expect beats across virtually every single metric"
X Link 2025-08-04T11:00Z [----] followers, 14.8K engagements

"Here are the full details of $ZETA's Marigold Enterprise acquisition: - Price = $325M - Expected [----] Revenue = $190M - Expected [----] AEBITDA = $30M (applying 16% Margin) Marigold Enterprise Valuation - Forward P/S = 1.7x - Forward P/EBITDA = 10.8x Seems like this deal is a major steal for $ZETA FY2026 guidance will be 🔥"
X Link 2025-10-01T11:36Z [----] followers, 12.9K engagements

"I'll be releasing a deep dive on this mystery stock today. Stay tuned :) This stock is down 70% from its all-time high and yet institutional ownership is the highest it has ever been. Any guesses on the company https://t.co/CgjDVZnhGf This stock is down 70% from its all-time high and yet institutional ownership is the highest it has ever been. Any guesses on the company https://t.co/CgjDVZnhGf"
X Link 2025-10-03T06:33Z [----] followers, 31.7K engagements

"$RELY is the NEWEST addition to my portfolio: $3.3B Market Cap 40% growth 1.6x Forward EV/Sales. In this deep dive article I explain why it is one of the most attractive fintech stocks today. Please like share and subscribe Thank you and enjoy https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely"
X Link 2025-10-03T12:00Z [----] followers, 16K engagements

"Risks - Competition: Price competition from legacy banks traditional remittance providers (like $WU) and digitally-native fintech players (like $SOFI $PYPL and $WISE) could lead to lower margins and take rates. - Anti-Immigration Policies: $RELY's Active Customer growth has slowed down materially over the last few quarters. This may be due to mass deportations and stricter immigration policies. - Crypto: Uncertainty remains as to how blockchain technology and digital currencies fit in and impact the remittance industry"
X Link 2025-10-06T12:53Z [----] followers, [----] engagements

"That's a wrap If you would like to read my full investment thesis on $RELY do check out my deep dive article here: These posts take a lot of time and energy to write so I would appreciate a like share and subscribe. Thank you for your support https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely"
X Link 2025-10-06T12:53Z [----] followers, [----] engagements

"@Oliverino2 Agree :) I also wrote a deep dive on $RELY recently if you wanna check it out. There's barely any coverage out there. https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely"
X Link 2025-10-08T04:28Z [----] followers, [---] engagements

"$HIMS reports Q3 results tomorrow after the market closes. Here are analysts' estimates: Revenue = $579m (+44% YoY) Adjusted EBITDA = $68m (12% Margin) EPS = $0.10 (-69% YoY) Things I'm looking out for: - Guidance - International expansion progress - Core business growth - Peptide facility - Future category launches Are we ready https://twitter.com/i/web/status/1984946087417852115 https://twitter.com/i/web/status/1984946087417852115"
X Link 2025-11-02T11:30Z [----] followers, 48K engagements

"$ZETA reports Q3 results tomorrow after the market closes. Here are analysts' estimates. Revenue = $328m (+22% YoY) Adjusted EBITDA = $70m (21% Margin) Free Cash Flow = $36m (11% Margin) Things I'm looking out for: - Guidance (Yes they will raise it) - Long-term financial targets - Marigold acquisition - Recent product launches (Athena GEO etc.) - Europe and Asia expansion 17th beat-and-raise quarter downloading"
X Link 2025-11-03T12:00Z [----] followers, 27K engagements

"🚨 $HIMS Q3 RESULTS ARE OUT 🚨 Beats on Revenue but issues mixed guidance. Q3 results: 🟢 Revenue = $599m vs. $579m est. 🟢 Adjusted EBITDA = $78m vs. $68m est. 🔴 EPS = $0.06 vs. $0.10 est. - Subscribers = 2.4m (+21% YoY) - Monthly Online Revenue Per Average Subscriber = $80 (+19% YoY). - Free Cash Flow = $79m (13% Margin) - In active discussion with $NVO to sell Wegovy Guidance: 🔴 Q4 Revenue = $615m vs. $629m est. 🔴 Q4 Adjusted EBITDA = $60m vs. $77m est. 🟢 [----] Revenue = $2345m vs. $2341m est. 🔴 [----] Adjusted EBITDA = $312m vs. $317m est. Shares +5% AH"
X Link 2025-11-04T03:07Z [----] followers, [----] engagements

"🚨 $ZETA Q3 RESULTS ARE OUT 🚨 17th Straight Beat and Raise Quarter Also issued initial [----] guidance that beat estimates Q3 Results 🟢 Revenue = $337m vs. $328m est. 🟢 Adjusted EBITDA = $78m vs. $70m est. 🟢 Free Cash Flow = $47m vs. $47m est. [----] Guidance 🟢 Revenue = $1275m vs. $1262m est. 🟢 Adjusted EBITDA = $274m vs. $264m est. 🟢 Free Cash Flow = $157m vs. $142m est. [----] Initial Guidance 🟢 Revenue = $1540m vs. $1485m est. 🟢 Adjusted EBITDA = $354m vs. $325m est. 🟢 Free Cash Flow = $209m vs. $178m est. SHE CAME SHE SAW SHE CONQUERED Congrats @dsteinberg10000 and team"
X Link 2025-11-05T01:34Z [----] followers, 10.8K engagements

"🚨 $ONON CRUSHED Q3 RESULTS 🚨 - Revenue: CHF 794m vs. CHF 764m est. (+25% YoY +35% YoY constant currency) 🟢 - Adjusted EBITDA: CHF 180m vs. CHF 143m est. (+50% YoY) 🟢 - Adjusted EPS: CHF [----] vs. CHF [----] est. (+187% YoY) 🟢 Raised FY Guidance - Revenue: CHF 2.98b (+34% YoY on a constant currency basis. Previously at least 31% growth). - Gross Margin: 62.5% (previously 60.5-61.0%). - Adjusted EBITDA Margin: 18.0% (previously 17.0-17.5%). WOW https://twitter.com/i/web/status/1988555951985811684 https://twitter.com/i/web/status/1988555951985811684"
X Link 2025-11-12T10:34Z [----] followers, [----] engagements

"$RELY stock fell 25% 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 👇🏻 https://rscapital.substack.com/p/remitly-global-rely-q3-2025-earnings https://rscapital.substack.com/p/remitly-global-rely-q3-2025-earnings"
X Link 2025-11-12T16:47Z [----] followers, [----] engagements

"What is your highest conviction stock going into [----] Why Give me your 10-second pitch. Let me start: $ZETA Forward EV/EBITDA of just 12.2x with [----] Revenue Adjusted EBITDA and FCF expected to grow by 34% 40% and 42% respectively. Best part is these numbers are sandbagged. https://twitter.com/i/web/status/2002063794101760045 https://twitter.com/i/web/status/2002063794101760045"
X Link 2025-12-19T17:09Z [----] followers, 19K engagements

"Now everyone's talking about $ZETA. [--] months ago it was all crickets. This deep dive started the movement 👇🏻 https://rscapital.substack.com/p/a-deep-dive-on-zeta-global-zeta https://rscapital.substack.com/p/a-deep-dive-on-zeta-global-zeta"
X Link 2025-12-25T15:18Z [----] followers, [----] engagements

"@GabGrowth The bubble tea market feels like a bubble lol"
X Link 2025-12-27T02:41Z [----] followers, [---] engagements

"@EndicottInvests I use the Coros Pace [--] :) But if listening to music or podcasts offline (without bringing your phone) is important to you then just stick with the Apple Watch"
X Link 2025-12-28T05:23Z [----] followers, [---] engagements

"🚨 BREAKING: $GRAB ACQUIRES AI ROBOTICS FIRM INFERMOVE 🚨 - Founded in [----] Infermove is a Chinese AI robotics startup that develops autonomous driving systems and delivery robots. - Infermove's robots are currently used by Meituan and Sams Club. - Infermove is running pilot projects in Singapore Japan and Australia. - Infermove has already completed 110K+ delivery tasks. - Infermove was last valued at $33M in [----]. - The acquisition aims to strengthen $GRAB's first-and last-mile delivery capabilities in SEA. http://Ele.me http://Ele.me http://Ele.me http://Ele.me"
X Link 2026-01-06T14:44Z [----] followers, 69.4K engagements

"My $SE deep dive is finally live 7000+ words and 100+ hours of research. Everything you need to know about $SE all in this article. Let me know what you think 👇🏻 https://rscapital.substack.com/p/a-deep-dive-on-sea-limited-se https://rscapital.substack.com/p/a-deep-dive-on-sea-limited-se"
X Link 2026-01-10T13:05Z [----] followers, [----] engagements

"I'll be posting a $ZETA deep dive video soon. Stay tuned :) Been a while since my last YouTube video. Planning to drop a new video soon. Subscribe so you won't miss it 👀 https://t.co/t0I1ekhiIc Been a while since my last YouTube video. Planning to drop a new video soon. Subscribe so you won't miss it 👀 https://t.co/t0I1ekhiIc"
X Link 2026-01-20T16:52Z [----] followers, [----] engagements

"Just posted a 54-minute video on $ZETA. I cover everything you need to know about $ZETA company moats financials outlook valuation and more. This took a ton of time to record and edit so I hope you guys liked it Please like and share https://www.youtube.com/watchv=-n2r8yNajhs https://www.youtube.com/watchv=-n2r8yNajhs"
X Link 2026-01-21T15:06Z [----] followers, 12.5K engagements

"In case you missed my $ZETA deep dive video 👇🏻 Please like and share Thank you Interested in $ZETA stock Stop whatever you're doing and watch this video. It basically covers all the important details about $ZETA and why Im bullish on the company. Grab a cup of coffee and get cozy because its almost an hour long. Enjoy https://t.co/aWzGl7aQrx Interested in $ZETA stock Stop whatever you're doing and watch this video. It basically covers all the important details about $ZETA and why Im bullish on the company. Grab a cup of coffee and get cozy because its almost an hour long. Enjoy"
X Link 2026-01-22T13:07Z [----] followers, [----] engagements

"Algos will go crazy for GAAP profitability :) Back of the napkin math. Factor in basic GAAP deductions - Adj. EBITDA beat = $100.2M - GAAP net income = $20.2M (roughly) People can debate technology. But institutions screen for GAAP profitability. Bring on the inflows. $ZETA https://t.co/nZ9Hq8xQbO Back of the napkin math. Factor in basic GAAP deductions - Adj. EBITDA beat = $100.2M - GAAP net income = $20.2M (roughly) People can debate technology. But institutions screen for GAAP profitability. Bring on the inflows. $ZETA https://t.co/nZ9Hq8xQbO"
X Link 2026-01-23T15:42Z [----] followers, [----] engagements

"$HIMS Google search trends for "peptides" in the US are at record highs 👀"
X Link 2026-01-24T09:40Z [----] followers, 16.6K engagements

"$ZETA's activity since October: - Investor Day - Zeta Live - Launched Athena - Reported 17th straight beat-and-raise quarter - Acquired Marigold's Enterprise Software business - Announced OpenAI partnership - Interview with Dan Ives at CES [----] - Annual Needham Growth Conference - Rang the closing bell at the NYSE $ZETA's deal pipeline is probably swelling right now. https://twitter.com/i/web/status/2015043154777682149 https://twitter.com/i/web/status/2015043154777682149"
X Link 2026-01-24T12:45Z [----] followers, [----] engagements

"🚨 $SOFI POSTS STRONG Q4 RESULTS; ISSUES [----] GUIDANCE ABOVE ESTIMATES 🚨 Q4 Results 🟢 Adjusted Net Revenue: $1013M vs. $982M est. 🟢 Adjusted EBITDA: $318M vs. $306M est. 🟢 EPS: $0.13 vs. $0.12 est. - Members: 13.7M (+35% YoY) - Products: 20.2M (+37% YoY) [----] Guidance 🟢 Adjusted Net Revenue: $1013M vs. $982M est. 🟢 Adjusted EBITDA: $1600M vs. $1520M est. 🟢 EPS: $0.60 vs. $0.58 est. - Members: Growth of at least 30% YoY Share +5% PM. https://twitter.com/i/web/status/2017214072866169168 https://twitter.com/i/web/status/2017214072866169168"
X Link 2026-01-30T12:31Z [----] followers, [----] engagements

"$ZETA [----] analyst estimates: Revenue: +34% EBITDA: +39% FCF: +42% $CRM [----] analyst estimates: Revenue: +11% EBITDA: +11% FCF: +9% $ZETA will be putting up monstrous numbers in [----] yet it trades at a lower EV/Sales multiple than $CRM. Forward EV/EBITDA multiples are basically the same. The disconnect is real. And the valuation gap will eventually close soon"
X Link 2026-01-30T13:00Z [----] followers, 13.5K engagements

"Stocks track FCF/Share over time. In the case of $DUOL it's doing quite the opposite"
X Link 2026-02-02T01:42Z [----] followers, [----] engagements

"@ppokckcb Definitely didn't see this coming. I'm not buying more at the moment. waiting for Q4 results and [----] guide"
X Link 2026-02-06T02:25Z [----] followers, [---] engagements

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