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# ![@mario_cibelli Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1275929668810690565.png) @mario_cibelli Mario Cibelli

Mario Cibelli posts on X about $uber, drivers, $rely, momentum the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1275929668810690565/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1275929668810690565/c:line/m:interactions.svg)

- X Week XXXXXX +1,357%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +23%

### Mentions: X [#](/creator/twitter::1275929668810690565/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1275929668810690565/c:line/m:posts_active.svg)

- X Week XX +50%
- X Month XX -XX%
- X Months XXX +9.30%
- X Year XXX +78%

### Followers: XXXXXX [#](/creator/twitter::1275929668810690565/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1275929668810690565/c:line/m:followers.svg)

- X Week XXXXXX +0.14%
- X Month XXXXXX +0.18%
- X Months XXXXXX +1.70%
- X Year XXXXXX +3.30%

### CreatorRank: XXXXXXX [#](/creator/twitter::1275929668810690565/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1275929668810690565/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1275929668810690565/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$uber](/topic/$uber) #196, [drivers](/topic/drivers) #608, [$rely](/topic/$rely) #20, [momentum](/topic/momentum) 5.56%, [market cap](/topic/market-cap) 5.56%, [$xmtr](/topic/$xmtr) 5.56%, [over the](/topic/over-the) XXXX%

**Top accounts mentioned or mentioned by**
[@realherbhoover](/creator/undefined) [@basilialukos](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@pernasresearch](/creator/undefined) [@valuemaverick1](/creator/undefined) [@andrewrangeley](/creator/undefined) [@ccm_brett](/creator/undefined) [@patelshrey01](/creator/undefined) [@boneil55](/creator/undefined) [@harveypc_](/creator/undefined) [@maaizkhan](/creator/undefined) [@fundiescapital](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely)
### Top Social Posts [#](/creator/twitter::1275929668810690565/posts)
---
Top posts by engagements in the last XX hours

"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, 12.5K engagements


"High utilization of AVs is the most logical and likely outcome in ride hailing as ROI focused fleets will be incentivized to build to trough demand initially so these assets can sweat properly for the owners"  
[X Link](https://x.com/mario_cibelli/status/1982103549405257924) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-25T15:14Z 11.4K followers, XXX engagements


"One notable thing is the inability of AVs to solve simple problems that drivers are easily equipped to handle and do millions of times per day on the Uber platform - i.e. pull to far side drop me off in front of the In-n-Out pick me up at the coffee shop instead etc"  
[X Link](https://x.com/mario_cibelli/status/1982103606401908871) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-25T15:15Z 11.4K followers, XXX 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


"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


"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


"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, 6390 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


"@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


"I recently had my first remote monitored car ride. It wasnt really noteworthy which is kind of impressive. I didn't walk away with a strong preference for AVs. A high functioning reasonably priced app to get from point A to point B is more of the point - at least for me. $UBER"  
[X Link](https://x.com/mario_cibelli/status/1982103434661699960) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-25T15:14Z 11.4K followers, 1222 engagements


"It seems increasingly obvious that a hybrid fleet will be the best solution for a very long time. Baseline AV supply + callable drivers to meet peak daily weekly and seasonal demands will be the model that creates the best overall customer experience"  
[X Link](https://x.com/mario_cibelli/status/1982103672172458086) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-25T15:15Z 11.4K followers, XXX engagements


"In my opinion Uber remains one of the better business models out there in the public markets and they still have years of good growth ahead of them"  
[X Link](https://x.com/mario_cibelli/status/1982103746793357814) [@mario_cibelli](/creator/x/mario_cibelli) 2025-10-25T15:15Z 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 Avatar @mario_cibelli Mario Cibelli

Mario Cibelli posts on X about $uber, drivers, $rely, momentum the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +1,357%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX +23%

Mentions: X #

Mentions Line Chart

  • X Week XX +50%
  • X Month XX -XX%
  • X Months XXX +9.30%
  • X Year XXX +78%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.14%
  • X Month XXXXXX +0.18%
  • X Months XXXXXX +1.70%
  • X Year XXXXXX +3.30%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX%

Social topic influence $uber #196, drivers #608, $rely #20, momentum 5.56%, market cap 5.56%, $xmtr 5.56%, over the XXXX%

Top accounts mentioned or mentioned by @realherbhoover @basilialukos @sfarringtonbkc @pernasresearch @valuemaverick1 @andrewrangeley @ccm_brett @patelshrey01 @boneil55 @harveypc_ @maaizkhan @fundiescapital

Top assets mentioned Uber Technologies, Inc. (UBER) Remitly Global, Inc. Common Stock (RELY)

Top Social Posts #


Top posts by engagements in the last XX hours

"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, 12.5K engagements

"High utilization of AVs is the most logical and likely outcome in ride hailing as ROI focused fleets will be incentivized to build to trough demand initially so these assets can sweat properly for the owners"
X Link @mario_cibelli 2025-10-25T15:14Z 11.4K followers, XXX engagements

"One notable thing is the inability of AVs to solve simple problems that drivers are easily equipped to handle and do millions of times per day on the Uber platform - i.e. pull to far side drop me off in front of the In-n-Out pick me up at the coffee shop instead etc"
X Link @mario_cibelli 2025-10-25T15:15Z 11.4K followers, XXX 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

"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

"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

"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, 6390 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

"@RealHerbHoover You must own some really great businesses"
X Link @mario_cibelli 2025-10-23T23:43Z 11.4K followers, XXX engagements

"I recently had my first remote monitored car ride. It wasnt really noteworthy which is kind of impressive. I didn't walk away with a strong preference for AVs. A high functioning reasonably priced app to get from point A to point B is more of the point - at least for me. $UBER"
X Link @mario_cibelli 2025-10-25T15:14Z 11.4K followers, 1222 engagements

"It seems increasingly obvious that a hybrid fleet will be the best solution for a very long time. Baseline AV supply + callable drivers to meet peak daily weekly and seasonal demands will be the model that creates the best overall customer experience"
X Link @mario_cibelli 2025-10-25T15:15Z 11.4K followers, XXX engagements

"In my opinion Uber remains one of the better business models out there in the public markets and they still have years of good growth ahead of them"
X Link @mario_cibelli 2025-10-25T15:15Z 11.4K followers, XXX engagements

creator/x::mario_cibelli
/creator/x::mario_cibelli