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@ParisAnalyst
"$RELY Q3 solid. MAUs YoY Jul XX% Aug XX% Sep 26%. Continue to see no pricing pressure from stablecoin players like Felix. Think '26/'27 FCF inflection needed to clear the overhang. Ideally guided at Q3 earnings / upcoming analyst day"
X Link @ParisAnalyst 2025-10-09T13:09Z XXX followers, 1415 engagements
"$SPHR more great news. Oz Q4 show count expanded from XXX at 8/28 launch to XXX as of now. Est $550k gross profit/show & could see $75m-90m Q4 AOI. Irving Azoff said "Chicago Austin NY and obviously Orlando" as mini-Sphere locations. Abu Dhabi construction starts 1/1/26"
X Link @ParisAnalyst 2025-10-13T14:37Z XXX followers, 1415 engagements
".@sytaylor Curious if you were running Euronet / Remitly what would you do re: the stablecoin opportunity All of the remittance players will permit USDC transfers to a digital debit card with USDC store of value. Think there's a next step for them here"
X Link @ParisAnalyst 2025-10-17T02:51Z XXX followers, XXX engagements
"Think the risk/reward becoming more and more compelling. Azoff interview here:"
X Link @ParisAnalyst 2025-10-13T14:37Z XXX followers, XXX engagements
"As always just my thoughts for how I see the market valuing $SPHR as this news gets priced in. Think it's very much worth your time to run through these exercises as Q3 print approaches"
X Link @ParisAnalyst 2025-10-13T14:40Z XXX followers, XXX engagements
"980 views of Azoffs $SPHR interview"
X Link @ParisAnalyst 2025-10-15T20:36Z XXX followers, 2162 engagements
"@DoktorandInvest Q3 data looks solid on send volume (take rate likely fine difficult to track). X drivers of recent price action: -long stablecoin winner / short loser trade -bears think $RELY has no terminal value Think they need to enter that debate & print FCF to drive investor confidence"
X Link @ParisAnalyst 2025-10-19T18:54Z XXX followers, XXX engagements