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Paris Analyst posts on X about $rely, $sphr, $550k, $75m90m the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence travel destinations XXXXX% finance XXXXX% cryptocurrencies XXXX% stocks XXXX% technology brands XXXX%
Social topic influence $rely 15.38%, $sphr 3.85%, $550k 3.85%, $75m90m 3.85%, algo 3.85%, cash flow 3.85%, felix 3.85%, $220m 3.85%, $300m 3.85%, $80sh XXXX%
Top accounts mentioned or mentioned by @dadbodcap @2500capital @fxcintelligence @dalibali2 @timgallagher @matthow70468158 @pernasresearch @jimmybutlercap @bucknsf @chatsbc @blankslate @timgallagher_ @setiriver @blueduckcap @tuskcap @blank____slate @michaelrose102 @stoic_point
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) monkey shit inu (MSI) Axon Enterprise, Inc. (AXON)
Top posts by engagements in the last XX hours
"$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, 1351 engagements
"Growth algo intact. Early app data show Q3 MAUs +22% YoY implying high 20s / low 30s revenue growth. With higher send limits + new send markets (UAE/Australia) + freelancer businesses = stock trades 8x '27 FCF. Especially curious if credit build can drive customer signups"
X Link @ParisAnalyst 2025-09-10T18:19Z XXX followers, XXX engagements
"Today's negative market reaction looks like call-heavy positioning unwinding post-event. $Rely stablecoin fears remain and investors clearly need a cleaner answer on this point. To my mind time + consistent growth + FCF inflection still drive the stock in the medium term"
X Link @ParisAnalyst 2025-09-10T18:19Z XXX followers, XXX engagements
"@timgallagher_ @matthow70468158 @pernasresearch Thanks for the kind words. The short term knock is that $RELY is on the wrong side of a very successful long stablecoin winners / short losers trade. Q3 looking solid but may take until they guide XX FCF to approach fair value"
X Link @ParisAnalyst 2025-10-04T16:20Z XXX followers, XXX engagements
"$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, 1207 engagements
"4 notes: X. Oz should drive '26e Sphere AOI ests to $220m-$300m i.e. $80/sh-$85/sh stock X. Orlando sounds like Sphere X X. Abu Dhabi kickoff + Sphere X ideally gets market to price in Spheres 4/5/6. That's how we get $85/sh X. Assume we see buybacks $60/sh going fwd"
X Link @ParisAnalyst 2025-10-13T14:37Z XXX followers, XXX engagements
"$RELY Reimagine launch looks strong. Free: Send Now Pay Later multi currency wallet w/ stablecoin. $9.99/mo: Better SNPL terms X% cash yield credit building history digital debit card. The cleverest hooks are bolting SNPL + a credit bureau on-ramp onto remittances"
X Link @ParisAnalyst 2025-09-10T18:19Z XXX followers, 1200 engagements
"The million dollar question. Think the stock had a rough time because Gates Frontier sold 18.6m shares after Q2 earnings. Candidly surprised the stock held up so well. On valuation I think bulls comp $EVLV to $MSI or $AXON and estimate where we land on '28 or even '29 FCF. Bears might argue that bookings look good now but may slow. My personal take is that we are at a reasonable level here but bookings growth looks very strong which means '26 & '27 estimates probably need to come up -- and valuation could move up with it. Think this is one you need to assess for yourself. Also $MSI likely"
X Link @ParisAnalyst 2025-10-02T22:54Z XXX followers, XXX engagements