[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mario_cibelli Mario Cibelli Mario Cibelli posts on X about $rely, businesses, $uber, market cap the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1275929668810690565/interactions)  - X Week XXXXXX +846% - X Month XXXXXX -XX% - X Months XXXXXXX -XX% - X Year XXXXXXX +25% ### Mentions: X [#](/creator/twitter::1275929668810690565/posts_active)  - X Week XX +17% - X Month XX -XX% - X Months XXX +4.10% - X Year XXX +82% ### Followers: XXXXXX [#](/creator/twitter::1275929668810690565/followers)  - X Week XXXXXX +0.07% - X Month XXXXXX +0.13% - X Months XXXXXX +1.70% - X Year XXXXXX +3.30% ### CreatorRank: XXXXXXX [#](/creator/twitter::1275929668810690565/influencer_rank)  ### Social Influence [#](/creator/twitter::1275929668810690565/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) **Social topic influence** [$rely](/topic/$rely) #16, [businesses](/topic/businesses) #86, [$uber](/topic/$uber), [market cap](/topic/market-cap), [momentum](/topic/momentum), [$wisel](/topic/$wisel), [the open](/topic/the-open), [pad](/topic/pad), [$sofi](/topic/$sofi), [$relys](/topic/$relys) **Top assets mentioned** [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Uber Technologies, Inc. (UBER)](/topic/$uber) [RAI Finance (SOFI)](/topic/$sofi) ### Top Social Posts [#](/creator/twitter::1275929668810690565/posts) --- Top posts by engagements in the last XX hours "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](https://x.com/mario_cibelli/status/1968008235534913718) [@mario_cibelli](/creator/x/mario_cibelli) 2025-09-16T17:45Z 11.4K followers, 23.7K 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](https://x.com/mario_cibelli/status/1845073934259192242) [@mario_cibelli](/creator/x/mario_cibelli) 2024-10-12T12:08Z 11.4K followers, 79.6K 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](https://x.com/mario_cibelli/status/1890158062016819649) [@mario_cibelli](/creator/x/mario_cibelli) 2025-02-13T21:56Z 11.4K followers, 6449 engagements "The bid x ask on $RELY right now. Run of the mill payments company with fractured market shares & modest returns - $16/$18 fair x Digital leader with rules of power & scale applying high returns defensible - $28/$30 fair" [X Link](https://x.com/mario_cibelli/status/1953855924361150488) [@mario_cibelli](/creator/x/mario_cibelli) 2025-08-08T16:28Z 11.4K followers, 3108 engagements "Fast growth cos especially fintechs tend to have a bias towards not repurchasing shares in the open market. If anything they tend to be opportunistic sellers to pad capital reserves like $SOFI. On that basis $RELY's Q2 buyback announcement strikes me as particularly unique" [X Link](https://x.com/mario_cibelli/status/1958602130253623727) [@mario_cibelli](/creator/x/mario_cibelli) 2025-08-21T18:48Z 11.4K followers, 3347 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](https://x.com/mario_cibelli/status/1961768228713050163) [@mario_cibelli](/creator/x/mario_cibelli) 2025-08-30T12:29Z 11.4K followers, 5098 engagements "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](https://x.com/mario_cibelli/status/1965124670371627473) [@mario_cibelli](/creator/x/mario_cibelli) 2025-09-08T18:46Z 11.4K followers, 3925 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](https://x.com/mario_cibelli/status/1965124834729624046) [@mario_cibelli](/creator/x/mario_cibelli) 2025-09-08T18:47Z 11.4K followers, 1587 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](https://x.com/mario_cibelli/status/1972285832456446359) [@mario_cibelli](/creator/x/mario_cibelli) 2025-09-28T13:02Z 11.4K followers, 6375 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](https://x.com/mario_cibelli/status/1972286335022207144) [@mario_cibelli](/creator/x/mario_cibelli) 2025-09-28T13:04Z 11.4K followers, 1574 engagements "They're bloodied beat up YTD losers & with SMID tax loss selling season upon us maybe it gets even worse from here but.the businesses might be actually be decent to good. What are some names that might turn into Q4 gifts on loss harvesting Here's three: CRI EWCZ PTLO 📉" [X Link](https://x.com/mario_cibelli/status/1981376833250639976) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-23T15:07Z 11.4K followers, 12.2K engagements "@RealHerbHoover You must own some really great businesses" [X Link](https://x.com/mario_cibelli/status/1981506734469386620) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-23T23:43Z 11.4K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mario_cibelli Mario Cibelli
Mario Cibelli posts on X about $rely, businesses, $uber, market cap the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +846%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +25%
Mentions: X #
- X Week XX +17%
- X Month XX -XX%
- X Months XXX +4.10%
- X Year XXX +82%
Followers: XXXXXX #
- X Week XXXXXX +0.07%
- X Month XXXXXX +0.13%
- X Months XXXXXX +1.70%
- X Year XXXXXX +3.30%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands
Social topic influence $rely #16, businesses #86, $uber, market cap, momentum, $wisel, the open, pad, $sofi, $relys
Top assets mentioned Remitly Global, Inc. Common Stock (RELY) Uber Technologies, Inc. (UBER) RAI Finance (SOFI)
Top Social Posts #
Top posts by engagements in the last XX hours
"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, 23.7K 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
"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, 6449 engagements
"The bid x ask on $RELY right now. Run of the mill payments company with fractured market shares & modest returns - $16/$18 fair x Digital leader with rules of power & scale applying high returns defensible - $28/$30 fair"
X Link @mario_cibelli 2025-08-08T16:28Z 11.4K followers, 3108 engagements
"Fast growth cos especially fintechs tend to have a bias towards not repurchasing shares in the open market. If anything they tend to be opportunistic sellers to pad capital reserves like $SOFI. On that basis $RELY's Q2 buyback announcement strikes me as particularly unique"
X Link @mario_cibelli 2025-08-21T18:48Z 11.4K followers, 3347 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, 5098 engagements
"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, 3925 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, 1587 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, 6375 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, 1574 engagements
"They're bloodied beat up YTD losers & with SMID tax loss selling season upon us maybe it gets even worse from here but.the businesses might be actually be decent to good. What are some names that might turn into Q4 gifts on loss harvesting Here's three: CRI EWCZ PTLO 📉"
X Link @mario_cibelli 2025-10-23T15:07Z 11.4K followers, 12.2K engagements
"@RealHerbHoover You must own some really great businesses"
X Link @mario_cibelli 2025-10-23T23:43Z 11.4K followers, XXX engagements