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@Cathedral_Fund Nick

Nick posts on X about $se, sea, $ttd, tiktok the most. They currently have X followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Mentions: XX #

Followers: X #

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks finance technology brands social networks travel destinations

Social topic influence $se #14, sea, $ttd #71, tiktok, $duol, $meli #83, debt, money, future, just a

Top accounts mentioned or mentioned by @alc2022 @joecarlsonshow

Top assets mentioned Sea Limited (SE) Trade Desk, Inc. (TTD) Duolingo, Inc. Class A Common Stock (DUOL) MercadoLibre Inc (MELI) Spotify Technology (SPOT) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Everyone looks at Duolingo ($DUOL) wrong. It is not media (Netflix). It is not entertainment (TikTok). Duolingo fights for your self-improvement. They turn education into a daily addiction. Here is our thesis on this inevitable global tutor. 🧵👇 @alc2022 @joecarlsonshow"
X Link 2025-12-15T12:38Z X followers, XX engagements

"1/11 The bears say: "People spend X hours on TikTok but only XX mins on Duolingo. It cant compete for attention." Wrong. TikTok is Entertainment (dopamine). Duolingo is Self-Improvement (work). The goal of TikTok is addiction. The goal of Duolingo is consistency"
X Link 2025-12-15T12:38Z X followers, XX engagements

"8/11 The Unit Economics XX% of users who start a trial convert to paid. Retention is elite. But unlike Spotify (which pays royalties) or Netflix (which pays studios) Duolingo keeps almost every dollar of incremental revenue. Operating Leverage is just kicking in"
X Link 2025-12-15T12:38Z X followers, XX engagements

"Most ad companies are risky bets. This one is a fortress. The Trade Desk $TTD is fighting Google and Facebook and winning. It is profitable growing fast and has $X debt. Here are the simple summarized reasons why this is one of our biggest bets for the next XX years"
X Link 2025-12-17T08:17Z X followers, XXX engagements

"This was a summarized tread with our most important points. We will publish our full thesis on Trade Desk $TTD here eventually so please follow if this is of interest to you"
X Link 2025-12-17T08:17Z X followers, XX engagements

"They said it was a "cash incinerator." They were wrong. Sea Ltd $SE pulled off the greatest pivot in tech history. They stopped burning cash beat back TikTok Shop and are now printing money. It is the "Digital Conglomerate" of the future. Here is our thesis (summarized)"
X Link 2025-12-19T00:48Z X followers, XXX engagements

"The stock price fluctuates; the fundamentals compound. We practice patience and equanimity. We own $TTD not for a month but for a decade. It is the inevitable infrastructure of the free internet"
X Link 2025-12-17T08:17Z X followers, XXX engagements

"The Operating System Their "Unified ID 2.0" is replacing cookies as the standard language for digital identity. They aren't just a player in the game; they are building the stadium everyone plays in. $TTD"
X Link 2025-12-17T08:17Z X followers, XX engagements

"The money Most fast tech companies lose money. $TTD prints it. Revenue quadrupled in X years. They keep XX cents of every dollar as gross profit. They fund their own growth"
X Link 2025-12-17T08:17Z X followers, XX engagements

"Let us talk briefly about MercadoLibre $MELI . In this thread you will find our (summarized) points of what makes this company such a wonderful company. Enjoy"
X Link 2025-12-16T13:42Z X followers, XXX engagements

"The Engine: Scale Economies Shared $MELI creates a "loyalty moat" by reinvesting margins into free shipping and fintech perks instead of short-term profits"
X Link 2025-12-16T13:42Z X followers, XXX engagements

"A logistics network covering the Amazon rainforest and favelas is not easy to copy. $MELI built its own air fleet ("Meli Air") and last-mile network because local infrastructure was broken. This physical barrier is the ultimate hedge against disruption"
X Link 2025-12-16T13:42Z X followers, XXX engagements

"The leader of Trade Desk $TTD Founder Jeff Green is building a fortress. Cash: $1.4B Debt: $X Dilution: Minimal (1% growth/year) While other tech CEOs dilute you to pay themselves Green protects the share count. He treats your capital like his own"
X Link 2025-12-17T08:17Z X followers, XX engagements

"The Destination: $SE Sea Ltd is not just an e-commerce company or a gaming studio. It is the "Digital Conglomerate" of Southeast Asia. Our analysis sees a future where one app family controls the region's entertainment (Garena) shopping (Shopee) and banking (SeaMoney)"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The Engine: The company uses a video game to build a logistics network. Profits from Free Fire are poured into Shopee's infrastructure. They use high-margin digital goods to subsidize the build-out of the physical economy. It is a machine that competitors cannot replicate. $SE"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The Great Pivot of $SE: In 2023 the market panicked. They said Sea could only grow by burning cash. Management responded. From a $1B loss to a $1.7B profit in mere quarters. They proved that the unit economics were always there; they were just hidden by aggressive reinvestment"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The "Hard" Moat: Anyone can build an app. Not everyone can deliver packages across an archipelago of 17000 islands. Sea built Shopee Xpress because third-party logistics were too slow and expensive. Now they have a cost advantage that prevents rivals from bleeding them dry"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The Fintech Flywheel of $SE: Shopee is the "hook"; SeaMoney is the "trap." Because millions of unbanked users are already on Shopee SeaMoney acquires customers for free. As users transact Sea collects data to underwrite loans that traditional banks would never touch"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The Battle Scars: We like companies that have survived a hard times. $SE Sea Ltd faced an existential threat from TikTok Shop and won. They re-accelerated growth while staying profitable. This resilience proves they are not just a "COVID beneficiary" but a durable franchise"
X Link 2025-12-19T00:48Z X followers, XX engagements

"Stewardship: Forrest Li is a founder of $SE who really acts like an owner. He has navigated hyper-growth a XX% stock crash and a competitive onslaught emerging with a fortress balance sheet ($10B Cash). He is building the "Tencent + Amazon" of the region"
X Link 2025-12-19T00:48Z X followers, XX engagements

"The Verdict: Sea Ltd is our "Emerging Market Compounder." It is high variance but the upside is asymmetric. They are digitizing the fastest-growing region on earth. If they win they become the "Operating System" for XXX million people"
X Link 2025-12-19T00:48Z X followers, XX engagements

"We will upload our full thesis on $SE eventually so please follow if you like what you read and want to read it in full"
X Link 2025-12-19T00:48Z X followers, XX engagements