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@GabGrowth Avatar @GabGrowth Gab

Gab posts on X about $dlo, $se, $meli, $grab the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social category influence stocks #2179 finance XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXX% automotive brands XXX%

Social topic influence $dlo #8, $se #1, $meli #8, $grab #5, $glxy #45, $intr #2, stocks 0.71%, $nu #23, $rbrk #12, deep dive #279

Top accounts mentioned or mentioned by @amitisinvesting @davey_juice @daveyjuice @nebhol89 @wolfofharcourt @tacticzh @sixsigmacapital @frameworkwisely @fintegrate @riyadosofian @knightcharo @sheslee @sachivm99 @zkpercipio @hypertechinvest @o_bhaina @topieero @cdduagusc @ozymandiasricky @zoomyzoomm

Top assets mentioned DLocal Limited Class A Common Shares (DLO) Sea Limited (SE) MercadoLibre Inc (MELI) Grab Holdings Limited Class A Ordinary Shares (GRAB) Galaxy Digital Inc. (GLXY) Interlay (INTR) NuCypher (NU) Rubrik, Inc. (RBRK) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Block, Inc. (XYZ) Wing Finance (WING) Hims & Hers Health, Inc. (HIMS) ARK Innovation ETF (ARKK) Joby Aviation, Inc. (JOBY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Quantum Computing Inc. Common (QUBT) Rocket Lab USA, Inc. Common Stock (RKLB) GameStop, Corp. (GME) Strategy (MSTR) Global-E Online Ltd. Ordinary Shares (GLBE) MANCHESTER UNITED PLC (MANU) Axon Enterprise, Inc. (AXON) Crocs, Inc. (CROX) BITMINE IMMERSION TECH (BMNR) CME Group Inc (CME) Moody's Corporation (MCO) S&P Global Inc (SPGI) Msci Inc (MSCI) Effect.AI (EFX) Robinhood Markets, Inc. (HOOD)

Top Social Posts #

Top posts by engagements in the last XX hours

"First sensible thing Pulte has said re $FICO"
X Link @GabGrowth 2025-10-13T18:07Z 18.2K followers, 5806 engagements

"In case youre wondering why the markets just took a dump 💩 Regardless its a good breather for the markets and healthy in my view"
X Link @GabGrowth 2025-10-10T15:04Z 18.1K followers, 15.3K engagements

"Added to $RBRK @ $77.77"
X Link @GabGrowth 2025-10-07T15:32Z 18.1K followers, 8948 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 XX% Growth 80%+ Gross Margins XX% Recurring. Trades at 11x EV/NTM revenues reasonable in comparison to peers"
X Link @GabGrowth 2025-09-22T13:31Z 18.1K followers, 48.6K engagements

"If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months"
X Link @GabGrowth 2025-09-26T13:14Z 18.1K followers, 7326 engagements

"$DLO has had a TON of developments in 2025. Let's break it down 👇 XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team."
X Link @GabGrowth 2025-10-14T12:43Z 18.2K followers, 20.3K engagements

"Short Excerpt from the pay-walled piece on $RBRK re: Valuation While it is hard to argue that a business trading at 11x EV/Sales is cheap at that growth rate there is no comparison. $RBRK is perhaps the most attractive business in the SaaS space"
X Link @GabGrowth 2025-09-24T00:44Z 18.1K followers, 6914 engagements

"$DLO I bought some more today happy to average up on this"
X Link @GabGrowth 2025-10-10T19:51Z 18.1K followers, 11.2K engagements

"The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto"
X Link @GabGrowth 2025-09-22T00:14Z 18.1K followers, 12.7K engagements

"It seems Nicolai Tangen is doing the rounds in Singapore. He last interviewed the CEO of Temasek Singapores state owned investment company that has $400B+ in assets. Are we going to see a $GRAB Anthony Tan interview next 👀"
X Link @GabGrowth 2025-10-15T05:47Z 18.2K followers, 8321 engagements

"@davey_juice Mostly Pedro joining and the pace of execution this year. Reminds me a lot of $SE tbh. Continuous execution while the market discounts it. The perfect recipe for a high conviction large bet imo"
X Link @GabGrowth 2025-10-01T04:36Z 18.1K followers, XXX engagements

"$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day"
X Link @GabGrowth 2025-10-16T01:51Z 18.2K followers, 3488 engagements

"@davey_juice Precisely why companies like $DLO $MELI excite me at this stage. I think they both beat the market handily regardless of short term market conditions"
X Link @GabGrowth 2025-10-07T06:01Z 18.1K followers, XXX engagements

"$RBRK is undoubtedly a strong business. However with the stock up XXX% since its IPO XXX years ago I thought it would be good to discuss its valuation. My $RBRK valuation/pricing model is out 👇"
X Link @GabGrowth 2025-10-06T12:02Z 18.2K followers, 21K engagements

"@celsius_invest I like it here but I cant speak for you"
X Link @GabGrowth 2025-10-12T08:30Z 18.1K followers, 1172 engagements

"$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million"
X Link @GabGrowth 2025-09-04T10:45Z 18.1K followers, 2560 engagements

"My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next"
X Link @GabGrowth 2025-09-23T11:15Z 18.1K followers, 11.1K engagements

"$MELI gave it all up 🤣 Another bite at the cherry"
X Link @GabGrowth 2025-10-10T14:31Z 18.2K followers, 7897 engagements

"Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both"
X Link @GabGrowth 2025-10-12T08:17Z 18.1K followers, XXX engagements

"$MELI stock is up XX% (14.4% CAGR) in the past X years. In that same time: Revenue has gone from $3.9B to $20.7B (+51% CAGR) Net Profit has gone from $X to $1.91B"
X Link @GabGrowth 2025-10-06T16:53Z 18.1K followers, 3972 engagements

"$DLO Q3 Earnings Date 👇 Really looking forward to this. Since the last earnings XX% pop $DLO has basically gone sideways. Part of it I believe is due to shorts that have continued to pile on. Also I think the market still doesnt trust the story of TPV outgrowing take rate declines. It will require a few quarters of consistent execution to change the narrative. Once it happens we wont be looking back"
X Link @GabGrowth 2025-10-08T14:21Z 18.1K followers, 23.2K engagements

"@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it"
X Link @GabGrowth 2025-10-04T18:52Z 18.1K followers, XXX engagements

"$DLO GREEN in a sea of red ()"
X Link @GabGrowth 2025-10-14T14:03Z 18.2K followers, 4030 engagements

"Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO"
X Link @GabGrowth 2025-09-16T13:44Z 18.1K followers, 10.4K engagements

"JUST IN: $GLXY secured a $460M investment at $XX per share. Proceeds to be used to power the buildout of its Helios data center campus"
X Link @GabGrowth 2025-10-10T20:09Z 18.1K followers, 16.6K engagements

"$WING down XX% in the past year Anyone tempted"
X Link @GabGrowth 2025-10-04T17:45Z 18.1K followers, 4915 engagements

"$GRAB X 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 XX% 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 @GabGrowth 2025-09-12T21:37Z 18.1K followers, 29.2K engagements

"$GLXY announcement + earnings date 👇"
X Link @GabGrowth 2025-10-10T20:11Z 18.1K followers, 4364 engagements

"OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close"
X Link @GabGrowth 2025-10-14T12:51Z 18.2K followers, 26.1K engagements

"The $GLXY community appears to be a lot larger than I initially thought. Lots of smart people getting into the stock recently too"
X Link @GabGrowth 2025-10-08T14:06Z 18.1K followers, 7287 engagements

"Emerging Markets have made up XXXX% of Global GDP Growth in the past decade. I dont expect this trend to change"
X Link @GabGrowth 2025-10-07T13:11Z 18.1K followers, 2179 engagements

"$HIMS I quite like the business but this is such a terrible look"
X Link @GabGrowth 2025-10-16T02:02Z 18.2K followers, 54.5K engagements

"$GLXY was my latest deep dive. Another one coming in XX hours for subs It is a relatively overlooked LatAm FinTech business (not $NU)"
X Link @GabGrowth 2025-09-11T23:48Z 18.1K followers, 9071 engagements

"@davey_juice Market tops when $ARKK heads back to ATH Would be poetic 🤣"
X Link @GabGrowth 2025-10-08T06:35Z 18.1K followers, XXX engagements

"2 largest risks I see for $GLXY in the short-to-medium term: X. When market euphoria subsides and people realise that many of the data center plays do not actually have contracted/approved power. Galaxy has 800MW approved and contracted but could get thrown out with the bathwater. X. When Crypto inevitably tops and enters a bear market. With $3B of its assets in Crypto and a $4B Crypto advisory business a bear market will almost certainly result in a XX% haircut. The question is if data center revenues come in by then and the magnitude of it"
X Link @GabGrowth 2025-10-05T17:54Z 18.1K followers, 12.2K engagements

"Many such cases If youre in Crypto and want to survive LT: X. Get off exchanges X. Get off the leverage X. Make sure the majors (BTC ETH SOL) are the majority of your portfolio"
X Link @GabGrowth 2025-10-11T13:11Z 18.1K followers, 4684 engagements

"Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)"
X Link @GabGrowth 2025-09-30T12:43Z 18.1K followers, 12.5K engagements

"Published my $GLXY research for paid subs about X weeks ago and laid out my full thesis. Stock is up XX% since. Though tbf very little of that move has come from the core drivers I discussed. I believe there is still tons of upside with its data center business acting as a call option. Will link my deep dive below if youre interested"
X Link @GabGrowth 2025-10-07T10:52Z 18.1K followers, 8270 engagements

"@Felipe_Pesk1 Thank you for sharing your thesis Felipe Curious why you think $INTR is better suited to capitalise on the opportunity than $NU"
X Link @GabGrowth 2025-09-13T15:26Z 18.1K followers, XXX engagements

"$GRAB +4% today 👀 X cents from 52-week highs"
X Link @GabGrowth 2025-10-06T18:25Z 18.1K followers, 7849 engagements

"JUST IN: $GRAB is expanding its in-house mapping technology outside of SEA for the first time. Grab will be mapping out Mongolia and sees this as a new revenue driver for the business. It is also in talks with firms globally including in the Middle East"
X Link @GabGrowth 2025-10-02T07:49Z 18.1K followers, 10.7K engagements

"@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it"
X Link @GabGrowth 2025-10-16T00:49Z 18.2K followers, XXX engagements

"Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity"
X Link @GabGrowth 2025-10-03T06:09Z 18.1K followers, 3720 engagements

"$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch"
X Link @GabGrowth 2025-10-15T05:30Z 18.2K followers, 19.9K engagements

"In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the"
X Link @GabGrowth 2025-10-08T10:56Z 18.1K followers, 17.8K engagements

"ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read 👇"
X Link @GabGrowth 2025-10-06T03:15Z 18.2K followers, 4532 engagements

"One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free"
X Link @GabGrowth 2025-10-09T14:14Z 18.2K followers, 21.7K engagements

"$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds"
X Link @GabGrowth 2025-10-09T19:43Z 18.2K followers, 14.5K engagements

"Added to $MELI again today in the $2100s. This is a steal imo"
X Link @GabGrowth 2025-10-06T15:25Z 18.1K followers, 7104 engagements

"This looks like the 3rd/4th round of the same TACO trade. Weve all seen it before. But why did we see mass liquidations across stocks and crypto today Simple: leverage. Its highly likely well soon hear about a few large funds that just blew up. Many market participants have been running over XXX% long exposure because conditions have been so easy (5 straight months of up only) Even though these tariff threats arent nearly as serious as they sound the market impact feels worse because everyone was positioned on the same side. Todays large unwinds were painful but ultimately healthy for the"
X Link @GabGrowth 2025-10-11T04:30Z 18.1K followers, 6490 engagements

"$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect"
X Link @GabGrowth 2025-09-09T12:32Z 18.1K followers, 3702 engagements

"Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read 👇"
X Link @GabGrowth 2025-09-12T14:03Z 18.2K followers, 14.4K engagements

"$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do"
X Link @GabGrowth 2025-10-09T19:02Z 18.2K followers, 7122 engagements

"@davey_juice Agree with you $AXON has been a dream stock for me to own for awhile now. Hoping it can get to more reasonable valuations for an entry"
X Link @GabGrowth 2025-10-16T01:05Z 18.2K followers, XXX engagements

"$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner"
X Link @GabGrowth 2025-08-22T12:07Z 18.1K followers, 3275 engagements

"Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position"
X Link @GabGrowth 2025-10-16T00:48Z 18.2K followers, 6129 engagements

"Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer"
X Link @GabGrowth 2025-10-12T08:21Z 18.1K followers, 15.9K engagements

"My next piece is a watchlist of high-quality businesses one of which Ive already started buying. While AI-related stocks have been on a tear quality compounders have underperformed the market to an extent not seen since 1999"
X Link @GabGrowth 2025-10-09T08:53Z 18.1K followers, 5137 engagements

"@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades 🤣)"
X Link @GabGrowth 2025-10-09T17:52Z 18.2K followers, 3363 engagements

"SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB"
X Link @GabGrowth 2025-10-09T11:24Z 18.2K followers, 21.6K engagements

"Just published my latest article ✍📝 The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below👇"
X Link @GabGrowth 2025-09-25T14:29Z 18.1K followers, 12.5K engagements

"$GLXY Interesting development here They are hiring for a new head of data center site development with the explicit role to: source and evaluate new large-scale data center developments and lead campus development for sites within the Galaxy portfolio. Currently $GLXY only has Helios (800MW approved and contracted 2.7GW to go) However management has discussed the potential of acquiring other sites previously too. In a previous earnings call it disclosed a pipeline of XX potential projects averaging 500MW each. I think it is very plausible that they are in talks to purchase a new data center"
X Link @GabGrowth 2025-10-14T16:20Z 18.2K followers, 14.7K engagements

"Anecdotally Ive noticed a strong push by $GRAB into the Dine Out feature in recent months. Mobility and Deliveries are often grouped together but their margin structures and competitive dynamics are very different. Mobility is a commoditised product. Drivers and passengers choose the platform that offers the best deal making differentiation extremely difficult. Food delivery on the other hand is an area where Grab can stand out. Grab has chosen to take a full stack approach. They acquired HungryGoWhere and Chope in the past couple of years. The former was a popular food discovery platform"
X Link @GabGrowth 2025-10-03T14:27Z 18.1K followers, 9183 engagements

"$GLXY Highest ever weekly close"
X Link @GabGrowth 2025-10-04T12:00Z 18.1K followers, 7695 engagements

"My favourite furu is long $GLXY too Know this"
X Link @GabGrowth 2025-10-07T13:17Z 18.2K followers, 13.5K engagements

"Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual"
X Link @GabGrowth 2025-08-13T16:04Z 18.1K followers, 9452 engagements

"The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches"
X Link @GabGrowth 2025-10-06T17:41Z 18.1K followers, 5058 engagements

"My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY"
X Link @GabGrowth 2025-09-14T13:09Z 18.2K followers, 8841 engagements

"@BJustice2004 Sold some puts on Friday just a trade though"
X Link @GabGrowth 2025-10-12T17:31Z 18.1K followers, XX engagements

"@TopiEero Solid conviction Topi Mine is XX% now with XX% in cash contributing to that. It is a top X somewhat in transition due to reducing my $HOOD position and in the midst of building $DLO. Would ideally want the number to be 75%"
X Link @GabGrowth 2025-10-04T16:54Z 18.1K followers, XXX engagements

"@EndicottInvests :)"
X Link @GabGrowth 2025-10-07T03:05Z 18.1K followers, 2109 engagements

"This is likely the reason for the $DLO & $MELI pop today"
X Link @GabGrowth 2025-10-09T20:07Z 18.1K followers, 6079 engagements