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[@riyadosofian](/creator/twitter/riyadosofian)
"The market is not ready for $ZETA's new superintelligent conversational marketing agent (Athena). CEO David Steinberg on Athena during Investor Day: "This is the future of our company. I will tell you that this to me is the single biggest thing we've ever done. I got the full demonstration about a month ago. I literally got chills at how good it was. I will tell you that when I saw this product and not to belittle Zeta I thought this would be a Meta product. This would be a Google product. We're the ones who crack the code.""  
[X Link](https://x.com/riyadosofian/status/1976246711841587403) [@riyadosofian](/creator/x/riyadosofian) 2025-10-09T11:21Z 7929 followers, 39.4K engagements


"$HIMS So today Hers has 500K+ Subscribers. Q2 Monthly Online Revenue Per Average Sub = $XX Assuming 600K Hers Subs and $XX Revenue per Sub by end of year then: Hers 2025 Annualized Revenue = 600K x $XX x XX = $504M Management just announced that they expect Hers 2026 Revenue of over $1B. That means they're about to DOUBLE the Hers business in 2026. Wow Wow Wow"  
[X Link](https://x.com/riyadosofian/status/1978785494495268934) [@riyadosofian](/creator/x/riyadosofian) 2025-10-16T11:30Z 7929 followers, 31.6K engagements


"This stock is down XX% from its all-time high and yet institutional ownership is the highest it has ever been. Any guesses on the company"  
[X Link](https://x.com/riyadosofian/status/1972642837188800857) [@riyadosofian](/creator/x/riyadosofian) 2025-09-29T12:41Z 7926 followers, 83.6K engagements


"The company is $RELY Check out my deep dive. Link in bio :)"  
[X Link](https://x.com/riyadosofian/status/1974122928368501000) [@riyadosofian](/creator/x/riyadosofian) 2025-10-03T14:42Z 7926 followers, 5767 engagements


"$RELY this is your weekend read. Let me know what you think 👇"  
[X Link](https://x.com/riyadosofian/status/1974289132374708707) [@riyadosofian](/creator/x/riyadosofian) 2025-10-04T01:43Z 7926 followers, 4394 engagements


"T-minus X days till $ZETA Investor Day. Management will be discussing $ZETA's "product roadmap and R&D pipeline.""  
[X Link](https://x.com/riyadosofian/status/1975125953618849826) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T09:08Z 7926 followers, 8630 engagements


"$RELY is an underfollowed underappreciated and undervalued hypergrowth fintech company. 🧵 Here are X reasons why I've added it to my portfolio 👇🏻"  
[X Link](https://x.com/riyadosofian/status/1975182694259806686) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T12:53Z 7929 followers, 4465 engagements


"1) Disrupting Traditional Remittance In a nutshell $RELY is a digital remittance company. It offers cross-border financial services via its user-friendly mobile app. $RELY offers superior value compared to traditional remittance providers like legacy banks and $WU: - it's cheaper - it's transparent - it's simpler - it's faster - it's completely digital - it's more flexible Over the last XX years $RELY has built a vertically-integrated cross-border payment infrastructure that supports money movement across: - 5200+ corridors - 170+ countries - 100+ currencies - 470K+ cash pick up locations -"  
[X Link](https://x.com/riyadosofian/status/1975182698911338700) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T12:53Z 7926 followers, XXX engagements


"8) Priced for Disaster Today $RELY trades at just 11.7x Forward EV/EBITDA and 18.3x Forward P/E. These multiples are the lowest they have ever been despite the company being in its best fundamental shape in the history of the company. Down XX% from its all-time highs and down XX% from its 52-week highs $RELY is priced for disaster. Let me remind you $RELY is growing Send Volume at XX% is already GAAP profitable and is producing robust FCF at a XXXX% Margin. It is also expected to grow Revenue and EBITDA at a CAGR of XXXX% and XXXX% respectively over the next two years. It's incredibly rare to"  
[X Link](https://x.com/riyadosofian/status/1975182732537041126) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T12:53Z 7930 followers, XXX 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](https://x.com/riyadosofian/status/1975182735707951385) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T12:53Z 7927 followers, 1347 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"  
[X Link](https://x.com/riyadosofian/status/1975182739625423068) [@riyadosofian](/creator/x/riyadosofian) 2025-10-06T12:53Z 7926 followers, 1502 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"  
[X Link](https://x.com/riyadosofian/status/1975780203302690821) [@riyadosofian](/creator/x/riyadosofian) 2025-10-08T04:28Z 7926 followers, XXX engagements


"2) Massive Growth Runway As of Q2 $ONON operates XX company-owned stores worldwide. For comparison $NKE $ADDYY and $LULU have 1032 1860 and XXX company-owned stores respectively. This implies a significant direct store growth runway for $ONON. Another area of growth would be its apparel business which makes up just X% of Total Revenue. For context $LULU mainly an apparel company reported $2.5B (approximately CHF 2B) in Revenue in Q2. If $ONON reaches a similar scale its apparel business could potentially grow 50x from here. Moreover since running is a much larger sport than yoga or pilates"  
[X Link](https://x.com/riyadosofian/status/1968626365705736660) [@riyadosofian](/creator/x/riyadosofian) 2025-09-18T10:41Z 7931 followers, XXX engagements


"I'll be releasing a deep dive on this mystery stock today. Stay tuned :)"  
[X Link](https://x.com/riyadosofian/status/1973999855790866504) [@riyadosofian](/creator/x/riyadosofian) 2025-10-03T06:33Z 7930 followers, 31.6K engagements


"$RELY is the NEWEST addition to my portfolio: $3.3B Market Cap XX% 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"  
[X Link](https://x.com/riyadosofian/status/1974082005022507490) [@riyadosofian](/creator/x/riyadosofian) 2025-10-03T12:00Z 7934 followers, 15.3K engagements


"$RELY Goldman Sachs maintains Buy rating with $XX PT"  
[X Link](https://x.com/riyadosofian/status/1977729408929599848) [@riyadosofian](/creator/x/riyadosofian) 2025-10-13T13:33Z 7934 followers, 2068 engagements


"$ZETA Investor Day 2025 review and valuation model update going live soon :)"  
[X Link](https://x.com/riyadosofian/status/1977729619995267491) [@riyadosofian](/creator/x/riyadosofian) 2025-10-13T13:34Z 7931 followers, 3893 engagements


"$HIMS up XX% on a product launch that was expected 2-3 months ago seems odd. .seems like shorts are covering big time. .seems like a bigger move is coming"  
[X Link](https://x.com/riyadosofian/status/1978669129365147672) [@riyadosofian](/creator/x/riyadosofian) 2025-10-16T03:47Z 7931 followers, 12.5K engagements


"Here are X high-growth undervalued small-cap fintech companies. If you had to pick one which would you choose $FOUR Market Cap: $5.3B 3-year Revenue CAGR: XX% Forward EV/EBITDA: 6.3x $DLO Market Cap: $4.1B 3-year Revenue CAGR: XX% Forward EV/EBITDA: 12.0x $RELY Market Cap: $3.3B 3-year Revenue CAGR: XX% Forward EV/EBITDA: 11.7x $DAVE Market Cap: $2.8B 3-year Revenue CAGR: XX% Forward EV/EBITDA: 13.8x $PGY Market Cap: $2.3B 3-year Revenue CAGR: XX% Forward EV/EBITDA: 7.7x"  
[X Link](https://x.com/riyadosofian/status/1975524004703203770) [@riyadosofian](/creator/x/riyadosofian) 2025-10-07T11:30Z 7929 followers, 24K engagements


"$ZETA Are you ready for a massive rerating Here are analyst Revenue estimates: - 2025: $1.26B (+25%) As a reminder the high end of management's guidance is $1.27B (+26%) and they ALWAYS beat guidance (16 straight quarters) so $ZETA will easily beat estimates here. - 2026: $1.49B (+17.7%) Management expects a XX% Organic CAGR through 2028 so analysts' 2026 estimates are already below guidance. "Organic" means guidance does NOT include the $190M of Revenue contribution from its recent Marigold Enterprise acquisition. If we apply XX% Organic growth in 2026 plus $190M Marigold Revenue we get 2026"  
[X Link](https://x.com/riyadosofian/status/1976298759769460738) [@riyadosofian](/creator/x/riyadosofian) 2025-10-09T14:48Z 7929 followers, 10.2K engagements


"$MQ Mizuho maintains a Buy rating with an $XXXX PT"  
[X Link](https://x.com/riyadosofian/status/1955595166234165417) [@riyadosofian](/creator/x/riyadosofian) 2025-08-13T11:39Z 7930 followers, 1684 engagements


"Currently reviewing the $ZETA Investor Day transcript and deck. Will summarize the key points in an article. Join my Substack. Link in bio"  
[X Link](https://x.com/riyadosofian/status/1976094516315623813) [@riyadosofian](/creator/x/riyadosofian) 2025-10-09T01:17Z 7929 followers, 3826 engagements


"$ZETA Roth MKM reiterated Buy rating with a $XX PT XXX% Upside🤯"  
[X Link](https://x.com/riyadosofian/status/1976101333418799156) [@riyadosofian](/creator/x/riyadosofian) 2025-10-09T01:44Z 7929 followers, 12.7K engagements


"$ZETA PTs after Investor Day Needham $XX RBC Capital $XX Truist $XX Roth MKM $44"  
[X Link](https://x.com/riyadosofian/status/1976256813105594745) [@riyadosofian](/creator/x/riyadosofian) 2025-10-09T12:01Z 7929 followers, 10.7K engagements


"🚨 My new $ZETA article just went live In this article I cover: - XX of the most important slides from the Investor Day presentation - Implications of the Marigold acquisition - My updated valuation model and price target Check it out here👇🏻"  
[X Link](https://x.com/riyadosofian/status/1977745320256602564) [@riyadosofian](/creator/x/riyadosofian) 2025-10-13T14:36Z 7929 followers, 12.5K engagements


"$ZETA today feels like $HIMS in January 2024 when it traded at $X. $HIMS was hit by a short report in 2023 and although it did not send shares tumbling it did worsen sentiment which is why the stock faded to the $X range. However it recovered and reclaimed the 200-day SMA. Then it reported its first GAAP profitable quarter which cleared all doubts from the short report. It was a defining quarter that shifted sentiment for good sending shares up 30%+ in a single day. The rest is history. $ZETA looks like it's following the same pattern. In Nov 2024 Culper released a short report sending $ZETA"  
[X Link](https://x.com/riyadosofian/status/1978793042997018890) [@riyadosofian](/creator/x/riyadosofian) 2025-10-16T12:00Z 7929 followers, 20.5K engagements