@GabGrowth Avatar @GabGrowth Gab

Gab posts on X about $grab, $se, business, sea the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 50.41% finance 26.45% technology brands 14.88% countries 11.57% social networks 4.13% exchanges #3447 cryptocurrencies 1.65% automotive brands 1.65% financial services 0.83% fashion brands 0.83%

Social topic influence $grab #6, $se #1, business 10.74%, sea 9.92%, in the 7.44%, $meli #17, crypto 5.79%, ai 4.96%, food 4.96%, $axon #4

Top accounts mentioned or mentioned by @knightcharo @topieero @the_zack_zhu @thezackzhu @william_r2rclub @e_commerce_king @rationaldomain1 @talacapital @illyquid @santiagbustelo @rubenslashh @jasonjh1319 @chipsndipto @capexandchill @couchinvestor @ryanburgin29 @bia42175 @sachivm99 @couch_investor @chipsndip_to

Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Sea Limited (SE) MercadoLibre Inc (MELI) Axon Enterprise, Inc. (AXON) Chagee Holdings Ltd. (CHA) DLocal Limited (DLO) Rubrik, Inc. (RBRK) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Mario Coin (COIN) Galaxy Digital Inc. (GLXY) Now Coin (NOW) Moody's Corporation (MCO) Fair Isaac, Corp. (FICO) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR)

Top Social Posts

Top posts by engagements in the last [--] hours

"It's been almost [--] months since I started publishing my deep dives in public and [--] months since going paid. I thought it would be a good moment to pause and express my gratitude for the community that has formed around this work. When I first started writing there were no expectations beyond wanting to think more clearly by documenting my process and sharing ideas with like-minded individuals. The response since then has been far more encouraging than I could have imagined. I also think its an appropriate time to take stock of how things have been going and provide some transparency around"
X Link 2026-01-07T16:15Z 20.4K followers, 15.2K engagements

"$AXON is one of the stocks im closely watching to accumulate more heavily if it gets into the low $400s One of the biggest mistakes investors tend to make is focusing on nominal PE multiples. Instead we should place much more emphasis on earnings power. A business trading at 60x PE is expensive if viewed in isolation. But if it grows earnings at 40% for instance it falls to 21.6x PE in [--] years all else equal. The market always underestimates this and hence lies the opportunity. If you have to overpay overpay for a business with strong sustainable earnings power."
X Link 2026-02-02T14:20Z 20.4K followers, 10.7K engagements

"$MELI's turn today 🤣 RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs. RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs"
X Link 2026-02-06T14:57Z 20.4K followers, [----] engagements

"$GRAB There is very clearly a supply and not a demand issue in SEA for mobility and deliveries. Something that tells me that can be solved"
X Link 2026-02-12T01:11Z 20.4K followers, 22.5K engagements

"Dont typically speculate like this but based on sentiment over the past couple of weeks I think weve likely bottomed on many quality software names. Unless Iran intervention happens over the weekend or something then Tuesday it is. My guess"
X Link 2026-02-13T14:51Z 20.4K followers, [----] engagements

"1. I never said TTS was a net positive for $SE. I said TTS expands the addressable market which holds true. [--]. Your chart reference assumes there are no other players in the market $JD $PDD that may have taken share (There is no 3rd massive player on the rise in SEA) TTS is obviously a threat and $SE has been priced as such https://twitter.com/i/web/status/2021548321056370745 https://twitter.com/i/web/status/2021548321056370745"
X Link 2026-02-11T11:34Z 20.4K followers, [---] engagements

"$GRAB earnings follow-up thoughts now that I've had time to digest it: My initial thought was one of disappointment considering the top-line miss (bottom-line doesn't matter for now). Revenue came in at $906M (+19% YoY) against estimates of $941M (+23% YoY). Not fantastic but also not surprising considering the landscape in SEA in Q4. (Thailand saw first annual decline in tourist arrivals in a decade excluding COVID-19 years) Diving deeper into this one of the key reasons for this revenue decline was not due to weak demand. Rather it missed because they deliberately pushed affordability and"
X Link 2026-02-12T13:31Z 20.4K followers, [----] engagements

"$PLTR at $120 would really interest me. I've never owned the stock and have only ever watched from the sidelines. Yes the PE multiple is still insane but have you seen a business of this scale accelerate top-line at this rate ever"
X Link 2026-02-14T12:47Z 20.4K followers, [----] engagements

"What are your [--] favourite EM stocks Ill start: - $SE - $MELI - $GRAB [--] are at a bit of a discount today btw"
X Link 2025-07-10T16:24Z 20.4K followers, 15K engagements

"$SE Sea Limited's Operating Income Just getting started"
X Link 2025-11-17T12:05Z 20.4K followers, 11.3K engagements

"My $SE Investment Thesis re-hashed by $GOOGL's NotebookLM. A [--] minute run-through of the story behind Sea Limited the bull thesis and potential threats. I bought heavy at $40 and am buying more here at $130"
X Link 2025-11-27T13:16Z 20.4K followers, 13.2K engagements

"JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan 2025"
X Link 2025-12-24T07:45Z 20.3K followers, 36.5K engagements

"$CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an update in a couple weeks $CHA continues its decline post-earnings. It was one of the deep dives I did about [--] months ago. It was truly a remarkable story and a very compelling investment at 11x PE [--] PEG 8.8x EV/EBITDA. Their founder was illiterate at [--] billionaire at [--] working his way up the tea https://t.co/5zIuMcCUMx $CHA"
X Link 2025-12-26T13:59Z 20.4K followers, 38.7K engagements

"This is why I decided against entering $CHA at the time. Seems obvious in hindsight but it was not an easy decision at the time. I definitely got a little lucky here. $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an https://t.co/ZJ76NINO3e $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against"
X Link 2025-12-26T14:02Z 20.4K followers, [----] engagements

"For those asking this was my $CHA deep dive: https://gabgrowth.com/p/chagee-deep-dive $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50% from there. Cheap can get cheaper. I intend to take another look at this and will likely post an https://t.co/ZJ76NINO3e https://gabgrowth.com/p/chagee-deep-dive $CHA is now down over 67% from its IPO. I covered it earlier this year at $22 and despite it looking cheap at the time decided against entering a position. It is now down 50%"
X Link 2025-12-27T05:01Z 20.4K followers, [----] engagements

"$DLO One of my favourite longs going into [----]. Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over 50% doubling net income and about to pay a dividend next year. One of the few businesses I think is still overlooked by the market today. https://t.co/jEUQD7getG Crazy to me that $DLO still trades at 16x NTM earnings while growing revenues over 50% doubling net income and about to pay a dividend next year. One of the few businesses I think is still overlooked by the market today. https://t.co/jEUQD7getG"
X Link 2025-12-28T10:04Z 20.3K followers, 11.9K engagements

"Full post can be read here (free to read): https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"
X Link 2026-01-12T13:08Z 20.4K followers, [---] engagements

"$DLO is planning a push into Asia Given the size of Asia it will be a multi-year project but [----] is the year where we really begin to commit to it as a strategic priority - Pedro Arnt Pedro mentioned he wants to increase Asias share of $DLO TPV from the current single digits to at least 30% in the next 3-5 years. We are in the market for a more senior figure that is tasked with the overall growth of the Asia business that has to be an Asia based exec https://twitter.com/i/web/status/2011734259791548816 https://twitter.com/i/web/status/2011734259791548816"
X Link 2026-01-15T09:36Z 20.3K followers, [----] engagements

"$SE is operating from its greatest position of strength in its history. Historically at least one segment was subsidising the others. For the first time ever all [--] segments are profitable and accelerating"
X Link 2026-01-16T09:45Z 20.4K followers, [----] engagements

"Ive just released my $CHA deep dive for free. I first covered it in July [----] when the stock was trading at $23. I liked the business and the founder in particular but ultimately decided against investing for several reasons that I detail in this piece. Today the stock is down 48% from the time of this deep dive. Putting in tens of hours of work into a stock often inclines us to be biased towards it but this proves why keeping a clear head and being intellectually honestly with ourselves is so important. I hope you enjoy the read. https://gabgrowth.com/p/chagee-deep-dive"
X Link 2026-01-18T02:55Z 20.4K followers, 12.4K engagements

"Momentum Works is releasing their [----] food delivery report next week. And on that note @the_zack_zhu and I will be releasing a quick commerce deep dive covering China and Southeast Asia's players including: $MPNGY $BABA $SE $GRAB ByteDance etc"
X Link 2026-01-25T13:22Z 20.3K followers, [----] engagements

"$GRAB grew its food delivery market share from 53.8% to 55%. This is despite increased competition from $SE ShopeeFood in [--] key markets. $GOTO GoFoods market share in Indonesia fell from 35% to 31%"
X Link 2026-01-28T08:48Z 20.4K followers, [----] engagements

"$SE ShopeeFood is now the 2nd largest food delivery player in SEA by GMV. 2020: $0.3B 2021: $0.9B 2022: $0.9B 2023: $1.5B 2024: $2.3B 2025: $3.3B"
X Link 2026-01-28T11:41Z 20.4K followers, [----] engagements

"$GRAB's Food Delivery GMV grew 20% YoY in [----]. This is compared to 10.64% growth in [----] and 6.82% growth in [----]. It remains the leader in all [--] key SEA markets"
X Link 2026-01-28T13:49Z 20.3K followers, [----] engagements

"$GRAB XanhSM is a challenger in mobility but nowhere close in food delivery where the real money is made. Its market share in Vietnam's Food Delivery market rounds to approximately 0%. The only real competitor for $GRAB is ShopeeFood. Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's top spot in the Vietnamese Mobility space in Q1 2025: Xanh SM is a subsidiary of Vingroup run by entrepreneur Phm Nht Vng. It operates a fully electric fleet of cars and motorbikes that are largely https://t.co/6f6DYGOXf8 Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's"
X Link 2026-01-30T04:16Z 20.4K followers, [----] engagements

"If you loved $RBRK at $100 youll love it at $57"
X Link 2026-01-30T14:25Z 20.4K followers, 12.1K engagements

"$SE Monee Brazil 👇 Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and investment bank.) https://t.co/vtIuGROjdu Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and investment bank.) https://t.co/vtIuGROjdu"
X Link 2026-01-31T12:08Z 20.4K followers, [----] engagements

"@talacapital Yup still don't love it. But CEO is buying is definitely a positive signal has $NOW CEO bought"
X Link 2026-02-01T14:53Z 20.3K followers, [---] engagements

"Bought some $SE at $115 and $GRAB at $4.30 More optimistic than ever at these prices :)"
X Link 2026-02-02T14:48Z 20.4K followers, 12.2K engagements

"Surely $PYPL has bottomed here - Says the $PYPL shareholder for the 237487th time since owning the stock"
X Link 2026-02-03T12:42Z 20.3K followers, [----] engagements

"$SE Shopee extended [---] sale happening today 🤣 Fine ill buy some more"
X Link 2026-02-03T15:20Z 20.4K followers, [----] engagements

"@illyquid I think its valid for gaming studios but Free Fire is more of a platform now and imo wont be disrupted by some random game created by Genie. Also Garena is now 12% of $SE revenues. I think market is hitting it mostly due to worries about TikTok Shop (which is valid)"
X Link 2026-02-03T16:03Z 20.4K followers, [---] engagements

"$MCO $SPGI $FICO all getting slaughtered today Who needs credit ratings anyway"
X Link 2026-02-03T16:28Z 20.4K followers, [----] engagements

"Buy the dip yes. But make sure youre buying the dip of fundamentally strong businesses that you know will almost certainly bounce back. This is when doing the homework and research for years pays off. Its a discount sale enjoy it"
X Link 2026-02-04T15:21Z 20.3K followers, 14.5K engagements

"RIP $SE E-commerce is over. AI agents will buy from other AI agents and trade in tokens. Robots will kill us all no more toilet paper needed. Shopee will get disrupted by two LLMs negotiating over socks at light speed. No users. No merchants. Just vibes and GPUs"
X Link 2026-02-04T15:37Z 20.4K followers, 29.4K engagements

"$RBRK Bipul sandbags every quarter it's pretty much a safe bet to assume they outperform guidance each quarter. Execution on this name has been perfect but sentiment has been in the dumps. I do expect it to reverse soon though. $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA"
X Link 2026-02-05T02:31Z 20.4K followers, [----] engagements

"Which government would want to build around a monetary asset where a single corporate CEO controls 3% of supply Perhaps a situation where Saylor is wiped out may be the best thing that could ever happen to $BTC"
X Link 2026-02-05T14:06Z 20.4K followers, [----] engagements

"$HIMS Blind faith in your CEO is not a way to invest. Lots of people love to say they are rational investors but never change their minds when the facts change. I was long the stock from the teens but was 100% out the day I saw shady behaviour from management. No regrets. $HIMS The CEO literally executes a planned sale the day after 🤣 Wonder how the bulls are going to defend it this time $HIMS The CEO literally executes a planned sale the day after 🤣 Wonder how the bulls are going to defend it this time"
X Link 2026-02-06T00:38Z 20.4K followers, 26K engagements

"You might've made a mistake buying heavily before this sell-off just don't make another mistake selling after the sell-off"
X Link 2026-02-06T09:42Z 20.3K followers, [----] engagements

"Agree that consolidated multiples don't make much sense but I do think 5-10x PE on Monee and 8-10x EBITDA on Garena is kinda harsh. Especially when you consider Monee is not a subprime/credit lender but more of a fintech platform where market typically gives upwards of 15x earnings. Garena is growing bookings at 51% (at scale) FF now a platform business around for [--] years (lindy effect) which maybe would suggest slightly higher ebitda multiples"
X Link 2026-02-07T05:39Z 20.3K followers, [----] engagements

"$RBRK This is not a green flag yellow flag or red flag. This is nothingness. If $RBRK executes well as a business Bipul will be seen as an eccentric genius. If they dont fill in the blanks People try to read too much into things sometimes. WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and"
X Link 2026-02-10T11:17Z 20.4K followers, 10.7K engagements

"The great thing about the debate of whether this or that software business is dead is that we will find out in a quarter or two. The businesses that benefit from AI will beat beat raise while those that are doomed to be replaced will miss and make excuses"
X Link 2026-02-10T11:31Z 20.4K followers, [----] engagements

"Its nearing $SPGI $MCO You know the quality bottom is near when you have the growth bros slamming legendary fund managers for their underperformance in recent years. Growth-Quality swings like a pendulum you can make money both ways as long as you stay mindful of valuations. You know the quality bottom is near when you have the growth bros slamming legendary fund managers for their underperformance in recent years. Growth-Quality swings like a pendulum you can make money both ways as long as you stay mindful of valuations"
X Link 2026-02-10T13:31Z 20.4K followers, [----] engagements

"@the_zack_zhu Yup first thought would be it is already fcf positive and would be accretive to financials. Grab will then use their tech and talent to expand into SEA. But couldnt they do that by purchasing a major player in SEA I wouldve liked something like Atome or Endowus"
X Link 2026-02-12T00:46Z 20.4K followers, [----] engagements

"@santiagbustelo Consumer incentives growth is only 14% below GMV and revenue growth so there is clearly not a competition issue. The issue lies with the lack of delivery riders and drivers"
X Link 2026-02-12T01:22Z 20.4K followers, [----] engagements

"I assume you're thinking due to lesser jobs I think driver and delivery rider jobs are seen as undesirable and so far there has hardly been any backlash to the autonomy pilots. The transport minister mentioned in June last year I have no doubt in five years we will see many autonomous vehicles in Singapore Surprisingly there was almost no uproar and instead more of an acceptance. If it leads to lower prices consumers will likely enjoy it too"
X Link 2026-02-12T01:58Z 20.4K followers, [---] engagements

"@Rationaldomain1 Good point. What about slowing revenue growth Any concerns there"
X Link 2026-02-12T03:12Z 20.4K followers, [----] engagements

"@Rubenslashh @JasonJh1319 Yeah dont love it but generally Grabs acquisitions have been good and they dont tend to overpay so might give them BOD. Yup absolutely roll out in SEA but space is really competitive not sure they have it in them to dominate"
X Link 2026-02-12T05:08Z 20.4K followers, [---] engagements

"$GRAB's AV strategy is to build a geopolitical + tech hedge. An excerpt from my $GRAB [----] thesis (pic below) Today during the earnings call Anthony Tan: "You may actually have seen us make small minority investments. Now these position us in Southeast Asia in a way where we can have a geopolitical and technological hedge because we can partner global leaders across both U.S. and China ecosystems. Now this agnostic approach allows us to leverage this unique position we are in with the ability to take the best technology from the world to adapt it to specific nuances of Southeast Asian infra.""
X Link 2026-02-12T08:41Z 20.4K followers, [----] engagements

"As a reminder here are the [--] AV businesses $GRAB has partnered/invested in: https://x.com/GabGrowth/status/2003102749194596403s=20 $GRAB has now invested/partnered with [--] AV tech firms: Zelos (China) WeRide (China) Momenta (China) Motional (US) May Mobility (US) Vay Technologies (Germany) Autonomous A2Z (South Korea) https://t.co/SnO5NA4uD7 https://x.com/GabGrowth/status/2003102749194596403s=20 $GRAB has now invested/partnered with [--] AV tech firms: Zelos (China) WeRide (China) Momenta (China) Motional (US) May Mobility (US) Vay Technologies (Germany) Autonomous A2Z (South Korea)"
X Link 2026-02-12T08:42Z 20.4K followers, [----] engagements

"@chipsndip_to Well macro is really hard to predict. At the moment yes everything is pretty smooth. I don't see it getting any tougher as of today but I also didn't see the protests in Indonesia and Thailand tourism decline last year"
X Link 2026-02-12T14:00Z 20.4K followers, [--] engagements

"@knightcharo I have no qualms with Stash itself and what it provides. It is very much needed in SEA. My question is why haven't they bought something similar in SEA which would do away with the need to wait for regulatory approval etc"
X Link 2026-02-12T15:24Z 20.4K followers, [--] engagements

"@knightcharo Syfe is profitable Endowus is one I would've loved to see. They recently hit $10B AUM (10x of Stash) which is not easy in this region"
X Link 2026-02-12T15:39Z 20.4K followers, [--] engagements

"@knightcharo Sorry actually got it wrong Stash is $5B AUM. I think they couldve gotten Syfe/Endowus for $1B. I dont think people are freaking out about the dollar amount more so the fact its US based with not much obvious synergy"
X Link 2026-02-12T16:09Z 20.4K followers, [--] engagements

"$GRAB's investor update deck this year was very good btw. Required reading for LT investors. (Find it on the Grab IR page)"
X Link 2026-02-12T13:38Z 20.4K followers, [----] engagements

"10 Quality Businesses + No-Brainer Price Levels I'd Add At: [--]. $SE: $99 [--]. $DLO: $11 [--]. $RBRK: $48 [--]. $SPGI: $390 [--]. $FICO: $1220 [--]. $AMZN: $175 [--]. $MELI: $1800 [--]. $AXON: $365 [--]. $GRAB: $3.80 [--]. $MSFT: $348"
X Link 2026-02-15T12:21Z 20.4K followers, 12.4K engagements

"$GRAB [--] DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of 20% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses."
X Link 2025-09-12T21:37Z 20.4K followers, 29.4K engagements

"$GRAB competitor ComfortDelGro will also be increasing its platform fees from the current S$0.70 to S$1.00-S$1.20. JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan [----]. https://t.co/pwv9Hbzw7k JUST IN: $GRAB will be increasing its platform and partner fee from S$0.90 to S$1.20 from [----]. The last increase was from S$0.70 to S$0.90 announced in December [----] and implemented in Jan [----]. https://t.co/pwv9Hbzw7k"
X Link 2025-12-24T16:25Z 20.4K followers, [----] engagements

"$MELI Mercado Pago is what $SE Shopee Pay aspires to be"
X Link 2025-12-26T15:29Z 20.4K followers, 10.7K engagements

"Just published my latest article: $GRAB: The [----] Thesis I recap [----] cover the bull case moving forward and also discuss risks and considerations for investors. https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"
X Link 2026-01-06T13:10Z 20.4K followers, 23.7K engagements

"Short Excerpt from my recent $GRAB post on XanhSM that usurped $GRAB's top spot in the Vietnamese Mobility space in Q1 2025: Xanh SM is a subsidiary of Vingroup run by entrepreneur Phm Nht Vng. It operates a fully electric fleet of cars and motorbikes that are largely sourced from VinFast which is also a subsidiary of Vingroup and manufactures electric vehicles. In recent years Vingroup has spent billions of dollars subsidising a push into the mobility market and it has succeeded. Xanh SM took pole position in Q1 [----] with 40%. Grab is 2nd at 36% with other smaller players such as Be and Mai"
X Link 2026-01-12T13:00Z 20.4K followers, 25.4K engagements

"$TCOM This is why investing in China is so hard. If youre in an industry where there are few competitors youre accused of monopoly power and get probed for antitrust. If you enter an industry where there are many strong competitors you burn cash for years. A true Catch-22"
X Link 2026-01-15T03:36Z 20.4K followers, [----] engagements

"Is there a more obvious value trap than $FVRR What is the bull case here From a surface level AI clearly replaces 99% of the value proposition that freelance workers on $FVRR offer"
X Link 2026-01-23T11:12Z 20.4K followers, [----] engagements

"$AXON isnt cheap but you cant expect great companies like that to be anyways. $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT"
X Link 2026-01-27T01:35Z 20.4K followers, [----] engagements

"Some key highlights from Momentum Works' [----] Food Delivery Report: - $GRAB remains the largest player extending its market share from 53.8% to 55% - $SE ShopeeFood is now the 2nd largest player by GMV overtaking Food Panda - Small players hardly had any breakthrough in [----] - Food Delivery GMV accelerated again growing 18% YoY from 13% last year and 5% the previous. - Every country achieved double digit growth with Thailand the highest at 22% YoY - Platforms are converging on affordability with lower AOVs largely driven by bundling orders and saver deliveries - Platforms like $GRAB are"
X Link 2026-01-28T08:20Z 20.4K followers, [----] engagements

"Can we just get this selling done and over with Give me a 15% down day across the board"
X Link 2026-02-04T15:18Z 20.4K followers, [----] engagements

"$SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people point to today is TikTok Shop and rightfully so. I'll be honest I have been very impressed by their execution and I believe it is the smartest commerce model seen in years. They have [--] key strengths imo: [--]. Creator-led distribution Creators are probably the best sales channel any merchant/e-commerce platform can hope for. They review demo compare and entertain while earning affiliate commissions. TikTok Shop gets free content and traffic. Essentially merchants now have"
X Link 2026-02-07T15:35Z 20.4K followers, 23.9K engagements

"$SE This is a long read but I think it answers most of the questions people have had in recent months with the narrative of Shopee being disrupted. Bookmark and come back to it if you don't have the time $SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people point to today is TikTok Shop and rightfully so. I'll be honest I have been very impressed by their execution and I believe it is the smartest $SE Being my largest position I obviously think a lot about the risks of owning the business. I think the clearest one people"
X Link 2026-02-07T15:40Z 20.4K followers, 10.5K engagements

"@TopiEero @the_zack_zhu @CapexAndChill @e_commerce_king With the dominance they possess and the user base they will set up a standalone shopping app eventually as they have done in China. I believe they will be around for a long time"
X Link 2026-02-08T06:08Z 20.4K followers, [---] engagements

"The truth is $MELI's biggest risk comes from $SE TikTok Shop and Temu. $AMZN has been there since [----] and barely made a dent I dont expect it to change overnight. $meli doesnt have ai risk just market share encroachment from $amzn Via @zoomyzoomm https://t.co/KixVqFRk1W $meli doesnt have ai risk just market share encroachment from $amzn Via @zoomyzoomm https://t.co/KixVqFRk1W"
X Link 2026-02-08T16:24Z 20.4K followers, [----] engagements

"JUST IN: TikTok Shop GMV doubled to $45.6B in [----] For context $SE Shopee GMV in [----] is estimated to be about $125-130B"
X Link 2026-02-11T05:44Z 20.4K followers, 17.9K engagements

"$TSM is an absolute monster"
X Link 2026-02-11T14:43Z 20.4K followers, 10.2K engagements

"$GRAB earnings are out. First thoughts seems like a weaker than usual Q. Revenue up 19% YoY which is reasonable but below expectations. MTUs were up significantly which is a key positive it seems many are overlooking. $500M buyback and $425M purchase of Stash. Slightly confused with the Stash purchase wouldve preferred a SEA-based FinTech app acquisition. (Still early to judge will look deeper) Will cover this as per usual in my earnings review https://twitter.com/i/web/status/2021744144356704282 https://twitter.com/i/web/status/2021744144356704282"
X Link 2026-02-12T00:32Z 20.4K followers, 19.8K engagements

"$GRAB rivals Gojek and Ryde are increasing their platform fees in February following similar moves by Grab and ComfortDelGro in January. The competitive landscape is weakening"
X Link 2026-02-12T12:51Z 20.4K followers, [----] engagements

"$GRAB [----] Thesis remains intact (read for free): https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"
X Link 2026-02-12T13:32Z 20.4K followers, [----] engagements

"@AKJay59396046 @the_zack_zhu Yeah calling Meituan and Alibaba execs uncreative is pretty insane imo. Almost every innovation in the space has been brought about by them. They understand how important it is to dominate and how profitable this business can be hence will sacrifice ST profits relentlessly"
X Link 2026-02-12T13:34Z 20.4K followers, [--] engagements

"@chipsndip_to It fluctuates q to q but a great company will do well regardless of macro. $MELI for eg"
X Link 2026-02-12T13:42Z 20.4K followers, [---] engagements

"$GRAB grew its loan portfolio by $359M sequentially. That is 43% QoQ growth and 120% YoY growth. GFin is starting to come together"
X Link 2026-02-12T14:09Z 20.4K followers, 10.3K engagements

"Just published my $GRAB Q4 [----] Earnings Review Enjoy the read https://gabgrowth.com/p/grab-q4-2025-earnings-review https://gabgrowth.com/p/grab-q4-2025-earnings-review"
X Link 2026-02-12T15:37Z 20.4K followers, [----] engagements

"@Couch_Investor With $HOOD diversifying away from Crypto $COIN could be the cleanest Crypto proxy during the next cycle"
X Link 2026-02-14T14:56Z 20.4K followers, [---] engagements

"@Couch_Investor Mostly thinking about this from a swing trading point of view which I do for all things Crypto related. $COIN being a pure Crypto proxy will be hit worst in a bear market which also gives it the chance to have the best multibagger return once the bull is back"
X Link 2026-02-14T15:07Z 20.4K followers, [---] engagements

"Feels like a good day to share my $GRAB thesis for [----] in case anyone's getting cold feet already: https://gabgrowth.com/p/grab-holdings-the-2026-thesis https://gabgrowth.com/p/grab-holdings-the-2026-thesis"
X Link 2026-01-16T03:45Z 20.4K followers, 16.9K engagements

"The better I know a business the more bear points I can find. Thats just how it is. As you research you learn about strengths and weakness at the same time. The natural instinct is to ignore the weaknesses. If youre honest with yourself youll instead lean into it"
X Link 2026-02-13T11:06Z 20.4K followers, [----] engagements

"There will come a day when $HOOD and $COIN will be no brainer longs again. That time is not now imo. $COIN up on good volume despite ER miss. Note I previously exited around 90% of my shares in this at 400-440 but I will be looking to heavily load this one IF and WHEN the chart looks constructive. https://t.co/o48oTgEwFQ $COIN up on good volume despite ER miss. Note I previously exited around 90% of my shares in this at 400-440 but I will be looking to heavily load this one IF and WHEN the chart looks constructive. https://t.co/o48oTgEwFQ"
X Link 2026-02-14T03:31Z 20.4K followers, 10.2K engagements

"Goldman Sachs has launched a Long/Short Software Basket Long: $MSFT $ORCL $PANW $CRWD $NET Short: $CRM $ACN $DOCU $MNDY $DUOL Thoughts"
X Link 2026-02-16T14:24Z 20.4K followers, [----] engagements

"@Colby17201470 In what way is $AXON a soon to be a commodity company"
X Link 2026-01-27T02:17Z 20.2K followers, [---] engagements

"Good news for $CRWV is good news for $GLXY There is 15-year deal in place and if $CRWV thrives $GLXY gets paid $1B in revenue annually. Also $GLXY expects approximately 90% site-level EBITDA margins on this. Add on a hyper-scaler for the next 830MW and $GLXY cannot be ignored by the market for much longer. BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news. https://t.co/FKo5mQVEKb BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news. https://t.co/FKo5mQVEKb"
X Link 2026-01-27T02:38Z 20.2K followers, [----] engagements

"@ContraTurtleX Is there a reason $SE doesnt interest you"
X Link 2026-01-28T04:46Z 20.3K followers, [----] engagements

"@RyanBurgin29 ShopeeFood isnt going away. I believe it will be a clear duopoly of GrabFood and ShopeeFood in 2-3 years. Which is still very bullish for $GRAB"
X Link 2026-01-28T11:18Z 20.3K followers, [---] engagements

"@fpcapital_ It has steadily improved actually though maybe not as quickly as most expect. Much of it is likely due to focusing more on affordability which is playing the LT game"
X Link 2026-01-28T11:19Z 20.2K followers, [---] engagements

"@RyanBurgin29 I assume youre talking about ShopeeFood. I use GrabFood often in Singapore but ShopeeFood isnt here yet. ShopeeFood is a subsidiary of $SE which is about 4x the size of $GRAB and ShopeeFood is a strategic play into quick commerce so I do believe it will be around long-term"
X Link 2026-01-28T11:24Z 20.3K followers, [---] engagements

"I will never understand why people like shorting great companies and conversely why they like longing shitty companies. The first is idiocy the second is a value trap"
X Link 2026-01-28T12:41Z 20.2K followers, [----] engagements

"@AquNoHayNadie Momentum Works"
X Link 2026-01-29T00:37Z 20.2K followers, [--] engagements

"A potential $TSLA SpaceX and xAI merger is the best news that $TSLA investors can hope for. Barring this we are likely to see a massive surge in demand for SpaceX shares once it IPOs and a corresponding decline in demand for $TSLA stock"
X Link 2026-01-30T03:26Z 20.3K followers, [----] engagements

"Software $IGV Give me $77"
X Link 2026-01-30T04:18Z 20.3K followers, [----] engagements

"$HOOD 47% of people are already wrong. $HOOD drawdown now 30%. Don't get me wrong I love $HOOD (and am long since $8) but a 70% drawdown would NOT surprise me. The crypto bear market isn't even here yet. When the massive drop comes I will be buying hard (again). 87% of actual votes think $HOOD will drawdown less than 70% with 47% believing the drawdown will be 30%. I will take the over here. I think $HOOD will drawdown 70% especially if lower interest rates coincide with the Crypto bear market. Narratives shift quickly in bears. 87% of actual votes think $HOOD will drawdown less than 70% with"
X Link 2026-01-30T14:33Z 20.3K followers, [----] engagements

"25% of profits come from Crypto. Also a Crypto bear market will not be an isolated event the general market will take a breather too. That will lead to a drop in options revenue. I also expect net interest revenue to fall. Those combined make for very tough comps y/y. 70% of $HOOD's move since the Crypto bull started in [----] has been due to multiple expansion. Multiple contraction is just as likely to happen imo if I am correct about the above. Crypto will be a tiny part in future no doubt and $HOOD is doing all it can to diversify but it is ultimately still a business closely tied to market"
X Link 2026-01-30T14:41Z 20.2K followers, [---] engagements

"Dont think there is anything more off-putting than a CEO trying to ask people to buy One of the major red flags for me "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW https://t.co/aNlvXxZNTU "This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building. This is a one of one company. That's not speculation it's a fact." - Bill McDermott CEO ServiceNow $NOW https://t.co/aNlvXxZNTU"
X Link 2026-02-01T13:22Z 20.3K followers, 15K engagements

"My 2c on Crypto: If the top is in (Q4 [----] as I predicted) then the key question now is when does Crypto bottom In my view while this drop to $70K is pretty painful for holders and weve seen 60-70% drops from ATHs among large alts We are probably not near the bottom yet. The prevailing sentiment now is one of disbelief and anger thats not typically when assets bottom. It bottoms on hopelessness and despair and especially when you have people calling for ridiculously low prices. So my guess on where $BTC bottoms: My belief has always been that $BTC bottoms when you start thinking one more leg"
X Link 2026-02-02T16:03Z 20.3K followers, [----] engagements

"@0xfarmed No idea on equities tbh I dont try to time equities at all because there is generally some dispersion compared to Crypto where everything sells off indiscriminately. Crypto is much easier to time too imo due to halving cycles and herd sentiment"
X Link 2026-02-02T16:19Z 20.3K followers, [---] engagements

"@davey_juice Its stupidly expensive but 70% revenue growth at that scale and accelerating is also stupid 🤣 Just an insanely well run business"
X Link 2026-02-03T09:48Z 20.3K followers, [---] engagements

"No big changes to the thesis A big loss in earnings due to the mark to market losses on digital assets which is to expected but really the thesis is on Helios. Narrative and sentiment is poor on this name but im playing the long game and I think Helios alone is worth the $25. https://twitter.com/i/web/status/2018717619713720629 https://twitter.com/i/web/status/2018717619713720629"
X Link 2026-02-03T16:06Z 20.3K followers, [---] engagements

"Operating at the intersection of AI & Crypto means those are the driving narratives. Crypto being sold off inevitably leads to a bleed which often becomes an overreaction. Ultimately I believe the key thesis on $GLXY is Helios which is on schedule and long-term that will be the key driver of returns. https://twitter.com/i/web/status/2019082942254141457 https://twitter.com/i/web/status/2019082942254141457"
X Link 2026-02-04T16:17Z 20.3K followers, [---] engagements

"@GauchoRico Interesting why Singapore REITs"
X Link 2026-02-06T00:11Z 20.3K followers, [---] engagements

"Looking out for Bible and Peter Lynch quotes to signal the bottom"
X Link 2026-02-06T00:19Z 20.3K followers, [----] engagements

"$AMZN Ahhh were back at the beloved Bezos $200 wall"
X Link 2026-02-06T02:28Z 20.3K followers, [----] engagements

"$GRAB The hard road goes from $4 to $6 The easy road goes from $6 to $10"
X Link 2025-06-28T18:39Z 20.4K followers, 44.1K engagements

"Its true that the majority of my investments are in the US stock market. However many of the businesses I own are from outside the US: $SE Sea Limited (Singapore) $GRAB Grab Holdings (Singapore) $TSM Taiwan Semiconductor (Taiwan) $MELI Mercado Libre (Argentina) $CPNG Coupang (South Korea) Next on my list of potential stocks is: $DLO which hails from Uruguay Deep Dive coming https://twitter.com/i/web/status/1941117744247918946 https://twitter.com/i/web/status/1941117744247918946"
X Link 2025-07-04T12:51Z 20.4K followers, 17.4K engagements

"$GRAB EARNINGS ARE OUT Revenue: $819M v $811M est. ✅ EPS: $0.01 v $0.01 ✅ Loan Portfolio: $708M (+78% YoY) Group Adj. EBITDA: $109M (+69% YoY) Net Profit: $20M v -$68M (YoY) Group MTUs: 46.2M (+13% YoY)"
X Link 2025-07-30T23:07Z 20.4K followers, 64.9K engagements

"@fintegrate How many of these types of businesses do you own in the portfolio and what is the allocation limit on each"
X Link 2025-08-09T14:14Z 20.4K followers, [---] engagements

"Fashion is a terrible industry for long-term investors. Fashion is NOT a moat. Lululemon just hit a new [--] week low and now down a massive -55% since Jan [--] Nike is also down 60% from its ATH despite a recent rally The collapse of some top apparel companies is happening right now What's gone wrong w/ these companies and are we close to a bottom on some https://t.co/bDiNLHiA8A Lululemon just hit a new [--] week low and now down a massive -55% since Jan [--] Nike is also down 60% from its ATH despite a recent rally The collapse of some top apparel companies is happening right now What's gone wrong"
X Link 2025-08-14T14:56Z 20.4K followers, [----] engagements

"$GLXY Update There is no way they are stopping at 800MW Helios will certainly take all 3.5GW of power available making it one of the largest data centers in the world. This is not priced in imo. $GLXY Just wanted to give everyone an update on Galaxy's apparent MASSIVE expansion to their Helios site in Texas after doing a little perusing through Dickens county records. In the map below the green [---] acre square next to Cottonwood substation represents the current https://t.co/bYCk5Rn1wm $GLXY Just wanted to give everyone an update on Galaxy's apparent MASSIVE expansion to their Helios site in"
X Link 2025-09-11T02:01Z 20.4K followers, 22.5K engagements

"Just published a Deep Dive on Rubrik $RBRK 👇 It is a cybersecurity business specifically operating in the backup/data-resilience niche. $1.2B ARR 51% Growth 80%+ Gross Margins 96% Recurring. Trades at 11x EV/NTM revenues reasonable in comparison to peers"
X Link 2025-09-22T13:31Z 20.4K followers, 56.6K engagements

"$DLO has had a TON of developments in [----]. Let's break it down 👇 [--] Partnerships: [--]. AZA Finance [--]. Coda Payments [--]. Belmoney [--]. Temu [--]. Airtel for Google Play [--]. Cloudbeds [--]. 51Talk [--]. PayPal [--]. Panda Remit [--]. Juspay [--]. BVNK [--]. RizRemit [--]. Tiendamia [--]. Digit9 / LuLu Financial Holdings [--]. Bolt [--]. Capitec Pay [--]. Fireblocks [--]. XanderPay [--]. Western Union [--] Licenses (Regulatory Expansion): [--]. UK Authorised Payment Institution License [--]. New Licenses in UAE Trkiye and the Philippines [--] Acquisition: [--]. AZA Finance ALL of this in just [--] months incredible execution by Pedro and his team."
X Link 2025-10-14T12:43Z 20.4K followers, 23.7K engagements

"$GRAB CEO Anthony Tan on the Career Ladder show"
X Link 2025-11-09T23:51Z 20.4K followers, 78K engagements

"DEEP DIVE: $AXON ✍📝 Axon is one of the best performers in market history with the stock returning 31.7% CAGR since its IPO in [----]. And this is despite a 35% drawdown that it is in at the moment. I dive into one of the most innovative and ambitious businesses of our time 👇"
X Link 2025-11-13T13:55Z 20.4K followers, [----] engagements

"I believe a measure of how well someone knows a business is how they express their bullishness. If someone is relentlessly bullish with no concerns at all it is often a sign they do not know the business well enough. Every business even the best (think $NVDA $MSFT $GOOGL) has innate risks that are real and unavoidable. For instance despite being very bullish on $SE I am fully aware that there are risks outside the companys control that could materially impact its long-term outcome. Ignoring those risks does not make them disappear. Almost everyday I actively look for bear thesis validation"
X Link 2026-01-19T15:31Z 20.4K followers, [----] engagements

"$GRAB EARNINGS ARE OUT Revenue: $773M v $737M est. ✅ EPS: $0.01 v $0.01 ✅ Loan Portfolio: $566M (+56% YoY) ✅ Group Adj. EBITDA: $106M (+71% YoY) ✅ Net Profit: $10M v -$115M (YoY) ✅ Group MTUs: 44.5M (+16% YoY) ✅"
X Link 2025-04-29T23:12Z 20.4K followers, 80.2K engagements

"Just posted my $CHA Chagee Deep Dive It trades at 11x PE grew rev 97.5% in the LTM and has best-in-class net margins of 20%. Feel free to check it out link in bio and below"
X Link 2025-07-28T15:18Z 20.4K followers, 47.7K engagements

"$SPGI's revenue trajectory over the past decade has been exceptional. Even at massive scale the company has managed to accelerate growth consistently. While [----] marked an exceptional bump due to the IHS Markit acquisition SPGI was already delivering outstanding execution well before that. https://twitter.com/i/web/status/1914120505650721137 https://twitter.com/i/web/status/1914120505650721137"
X Link 2025-04-21T00:54Z 20.4K followers, [----] engagements

"$GRAB-backed Superbank (Indonesian DigiBank) is set to IPO. The company will offer 4.4B shares representing 13% of issued capital. Superbank hopes to raise up to $184M from the listing. $GRAB owns about 20% of Superbank"
X Link 2025-11-25T03:03Z 20.4K followers, 14.3K engagements

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