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@GabGrowth Avatar @GabGrowth Gab

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% social networks XXXX% countries XXXXX% gaming XXXX% automotive brands XXXX% cryptocurrencies XXXX%

Social topic influence $se #2, sea #2918, $grab #14, tiktok 12.2%, shopee #24, china 4.88%, deep dive #882, business #4228, ads #701, sea limited #2

Top accounts mentioned or mentioned by @knightcharo @teechongyen @caesarcapitalz @sixsigmacapital @daveyjuice @tacticzh @zacktanzx @davey_juice @william_r2rclub @topieero @althingsf1nanc3 @thelongape @zoomyzoomm @thezackzhu @oongkuoksung @hatedmoats @specinsights @mkfilko @frameworkwisely @capexandchill

Top assets mentioned Sea Limited (SE) Grab Holdings Limited Class A Ordinary Shares (GRAB) MercadoLibre Inc (MELI) Galaxy Digital Inc. (GLXY) DLocal Limited Class A Common Shares (DLO) Axon Enterprise, Inc. (AXON) Rubrik, Inc. (RBRK) Alibaba Group (BABA) CoreWeave, Inc. (CRWV) Robinhood Markets, Inc. (HOOD) Salesforce Inc (CRM) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) MANCHESTER UNITED PLC (MANU) Interlay (INTR) 4 (FOUR)

Top Social Posts

Top posts by engagements in the last XX hours

"My $SE Investment Thesis re-hashed by $GOOGL's NotebookLM. A X minute run-through of the story behind Sea Limited the bull thesis and potential threats. I bought heavy at $XX and am buying more here at $130"
X Link 2025-11-27T13:16Z 19.4K followers, 12.6K engagements

"$GRAB As Ive discussed several times there is no demand issue for ride-hailing in SEA. Oftentimes supply is the issue. Hence robotaxis could just be a major unlock for the region"
X Link 2025-12-02T12:54Z 19.4K followers, 18.2K engagements

"At this point $GLXY is just levered $CRWV ERCOT approval needs to come and the next partner needs to be a hyperscaler. IMO that will be the catalyst $GLXY is waiting for"
X Link 2025-12-09T23:17Z 19.4K followers, 3063 engagements

"$SE $GRAB Shopee and Grab have clearly shaped the first wave of digital habits in Southeast Asia. For millions of new middle-class consumers their first shop first delivery first payment etc happened through these platforms. That is a powerful position because habit becomes the default choice. The question now is whether they can hold those habits. There are limits to habit formation and first-mover advantages as income rises alternatives emerge and behaviour shifts. TikTok Shop shows that a new format can bypass the existing funnel and constant re-iteration is key in maintaining dominance. I"
X Link 2025-12-10T11:32Z 19.4K followers, 7127 engagements

"2/ Video commerce already makes up XX% of e-commerce GMV in SEA up 5x in share over X years. Platforms that master entertainment + commerce are likely to pull ahead"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"7/ There are also other challengers in the market of course. The likes of Xendit Kredivo Atome Mynt Funding Societies ANEXT and others are building important infra layers. But none have the funding environment that created $SE and $GRAB"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"I dont necessarily see it as a problem per se it is simply what they have to accept. These large customers are driving TPV acceleration and therefore have strongest bargaining power. It is something payment processors simply have to accept. That said it is certainly a possibility that the market keeps $DLO at low multiples for that reason. To counter that the other part of the bull thesis is that $DLO is shifting away from being a commoditised processing service to a differentiated provider with a variety of solutions from compliance to FX fraud etc with widening availability across 40+"
X Link 2025-12-03T15:33Z 19.4K followers, XXX engagements

"@TheLongApe Nope nothing to do with $GRAB. Insiders sell for many reasons. but skin in the game is still there"
X Link 2025-12-09T09:01Z 19.4K followers, XXX engagements

"I agree. I believe there are certain games that become category-defining genres or even platforms. Thinking of FIFA Madden Fortnite GTA Call of Duty etc. I dont think Free Fire is quite there yet but it is still going strong despite being in its 9th year and is still in the top X most downloaded mobile games globally"
X Link 2025-12-09T14:39Z 19.4K followers, XX engagements

"Good point re: Garena comps though QPU ratio is rising and monetisation seems to be ramping up. I think you mean CPNG in Taiwan (not too concerned there tbh Shopee is leading by far) TikTok is a concern for me in SEA MELI not so much (I think MELI should be concerned by SE). Take-rates may suffer in the near term as a result of these competitive fronts though for sure"
X Link 2025-12-09T15:29Z 19.4K followers, XXX engagements

"Garena has a much smaller impact on Monee than Shopee (until recently all loans from Monee were on-book from Shopee). Certainly competition is tough in e-commerce but so is it in mobility and deliveries. In fact all X segments see their respective leaders possessing about 50-60% market share. As I discussed the lack of differentiation in mobility leads to challengers popping up in different countries every year which leads to high incentive spend. - "And potentially also for ecom if competitors outshine) then the hit will be doubly strong." This point could be said for both of Grab's segments"
X Link 2025-12-09T15:34Z 19.4K followers, XXX engagements

"@SixSigmaCapital I thought Forrest and Chris handled the questions very well especially Forrest. There are certainly concerns to be had but I think on balance $SE is in a good position"
X Link 2025-12-09T15:39Z 19.4K followers, XXX engagements

"@davey_juice Glad to hear you're de-leveraging well played on the trades"
X Link 2025-12-09T15:42Z 19.4K followers, XXX engagements

"@zoomyzoomm @PegasusFund @dalibali2 @Wiseman_Cap @FromValue @davey_juice @SixSigmaCapital @Investor_NICK_ @hoomansv @buccocapital @Citrini7 Long $SE at $XX dont @ me 🫡"
X Link 2025-12-10T03:16Z 19.4K followers, XXX engagements

"My Latest Piece is Out: $SE was my "pound-the-table" pick at $XX. In my view this is the 2nd chance for investors who missed it. In this piece I detail why I'm buying now how the X segments are performing valuation and my personal view"
X Link 2025-11-28T13:20Z 19.4K followers, 11.3K engagements

"China is in a different league when it comes to e-commerce parcel volume. The US EU and SEA combined ship roughly 70B parcels annually. China alone is on track to ship 200B parcels in 2025 nearly X times that of the X regions combined. This will shape SEA e-commerce more than any other region for a few reasons: X. The majority of SEA consumers behave like Chinese consumers: value-conscious shop frequently but with low AOV and are mobile-first. X. SEAs infrastructure constraints mirror Chinas early years most closely both developed before there was high CC penetration reliable logistics trust"
X Link 2025-12-02T12:13Z 19.4K followers, 10.1K engagements

"1/ SEAs digital economy has entered a new chapter. Growth is still strong but the game has shifted from land-grab to monetisation. The next X years will be defined by yield extraction not GMV at all costs. 👇🧵"
X Link 2025-12-11T12:11Z 19.4K followers, 7110 engagements

"I think its because eventually everything converges into quick commerce like whats happening in China. $SE likely sees this and is slowly building towards that end-game. I dont think they have a choice but to enter or be disrupted in future. I have a piece coming with @the_zack_zhu on this"
X Link 2025-12-11T14:51Z 19.4K followers, XXX engagements

"For those who want the full $SE investment deep dive (updated as of 2025) here it is: Free to read for all. My deep dives are usually behind a paywall but Ive made this one public so you can see the quality for yourself"
X Link 2025-11-27T13:16Z 19.4K followers, 1996 engagements

"JUST IN: $GRAB GXS Bank will retrench XX% of its employees following a strategic business review. CEO Pei-Si Lai stated that it is currently transitioning from building the bank to running the bank"
X Link 2025-12-03T08:26Z 19.4K followers, 5439 engagements

"Just published my latest piece: SEAs Digital Champions Analysed I cover the X titans in SEAs digital economy: $SE $GRAB and TikTok(Shop) breaking down their positioning/revenue drivers and competitive edge. I also look at up and coming challengers in the space like Xendit Atome Kredivo and more. Link below and in bio"
X Link 2025-12-04T13:17Z 19.4K followers, 4332 engagements

"4/ Each of these X dominate a different later of intent in SEA. $SE wants to own the digital mall becoming the de-facto shopping infrastructure in the region. It is now turning that scale (55% market share) into cash through take-rates ads and FinTech"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"$HOOD down XX% is the other side of this trade. In bull markets sentiment leads to multiple expansion. Conversely multiple contraction in bear markets. For a business like $HOOD which is inherently tied to the ebb and flow of bull and bear cycles sentiment can swing fast. Again Im not calling this a bear market but the recent numbers are a warning shot. Bear markets eventually happen and multiple contraction will lead to sharp drawdowns. Im still long $HOOD (albeit XX% of my original position) but will look to adjust as the facts evolve"
X Link 2025-12-12T02:30Z 19.4K followers, 6121 engagements

"As it stands there are only X long-term winners in SEA e-commerce. $SE and TikTok Shop Video commerce is taking over. Shopees Meta and YouTube partnership will be key in maintaining this lead"
X Link 2025-11-27T11:14Z 19.4K followers, 23.7K engagements

"The constant fixation of $SE v $MELI in Brazil is incredibly myopic in my view. It assumes e-commerce is a zero-sum battle when the market structure tells a very different story. $MELI is NOT the natural victim of Shopee. $MELI has the logistical and payments advantage that will enable it to maintain no.1 position for years to come. In fact Shopee does not need to dethrone MELI to win. Brazil and LatAm is large enough for multiple models to scale across different consumer segments and price behaviours. If $SE was to disrupt anybody it would be the likes of $AMZN Magalu and OLX. Why Shopees"
X Link 2025-11-28T10:52Z 19.4K followers, 10.7K engagements

"E-commerce is an absolute no brainer secular tailwind to latch onto. This is happening in the 2nd most developed e-comm market in the world just imagine the runway for emerging markets. $SE $MELI"
X Link 2025-11-29T17:01Z 19.4K followers, 29.3K engagements

"Logistics Market Share Landscape in SEA. J&T Express is the certified leader partnering the likes of TikTok Shop Shein Temu Lazada and Shopee. Company A = $SE SPX Express Company B = Lazada Company C = Ninja Van Company D = Flash Express ()"
X Link 2025-12-01T10:13Z 19.4K followers, 4528 engagements

"$SE Shopee Taiwan is the least talked about country but perhaps the most important 👇 Recommend following @the_zack_zhu for more insights on $SE and e-commerce in general"
X Link 2025-12-09T14:21Z 19.4K followers, 6945 engagements

"A reminder that $SE is forming a duopoly in SEA e-commerce. Take-rates are far from optimal and they've barely begun monetising ads. The runway is long and lucrative"
X Link 2025-12-09T10:50Z 19.4K followers, 9133 engagements

"What is your strongest $SE bear thesis Ill start: TikTok Shop and Temu squeezing them from both sides"
X Link 2025-12-09T13:01Z 19.4K followers, 7872 engagements

"@HatedMoats What example can you give that Tesla picks up a trendy field creates hype and then dumps it when competition comes"
X Link 2025-12-11T01:39Z 19.4K followers, XXX engagements

"3/ The market now rewards margin expansion pricing power and integrated financial rails instead of raw user growth. In this environment X companies matter most for public investors: $SE $GRAB TikTok"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"9/ The real question now is not who will be the next $SE $GRAB or TikTok. Rather it is who can extract the most yield from the systems they have already built: ads payments logistics density etc"
X Link 2025-12-11T12:11Z 19.4K followers, 1524 engagements

"The $MSFT $GOOGL flip flop trade could pay really well over the next couple of years im guessing"
X Link 2025-12-12T06:46Z 19.4K followers, 2175 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 2025-10-09T14:14Z 19.4K followers, 22.6K engagements

"Scheduled Articles for November: - Portfolio Review ✅ - $GRAB Q3 Earnings Review ✅ - $SE Q3 Earnings Review ✅ - $AXON Deep Dive ✅ - $DLO Q3 Earnings Review ✅ - SEA Digital Economy 2025 Review 🔜 - Redacted Deep Dive 🔜 - $GRAB Autonomy Plans 🔜 Any other suggestions"
X Link 2025-11-13T13:43Z 19.4K followers, 3801 engagements

"Typically have a X month quiet period for Substack deep dives. Soon Ill be posting much more information on recent picks: $RBRK $AXON $INTR $FOUR"
X Link 2025-11-24T10:51Z 19.4K followers, 3245 engagements

"$GRAB-backed Superbank (Indonesian DigiBank) is set to IPO. The company will offer 4.4B shares representing XX% of issued capital. Superbank hopes to raise up to $184M from the listing. $GRAB owns about XX% of Superbank"
X Link 2025-11-25T03:03Z 19.4K followers, 14.1K engagements

"SEAs online shoppers are increasingly choosing verified mall-style stores over unbranded marketplaces. Branded goods as a % of total e-comm sales have gone from XX% in 2020 to XX% in 2025 and is expected to hit XX% by 2030. $SE $BABA TikTok Shop"
X Link 2025-11-27T11:27Z 19.4K followers, 2982 engagements

"$SE Shopee has signed a MOU with the Vietnam e-commerce and digital economy agency (iDEA) to pilot a programme aimed at increasing export volumes from Vietnamese MSMEs to the rest of SEA. Shopee EZXports represents Shopees long-term commitment to partnering with Vietnam to boost e-commerce exports. The initiative focuses on three operational areas: - Market access: The creation of a Vietnam Pavilion on the Shopee app serving as a dedicated landing page for Vietnamese goods in regional markets - Seller education: A commitment to train 2000 Vietnamese MSMEs on cross-border operations and"
X Link 2025-11-27T11:32Z 19.4K followers, 6589 engagements

"Personal Anecdote of these $SE SPX Express Lockers I've noticed a huge increase in the number of SPX Express Lockers across Singapore in malls train stations and now even residential complexes. Recently the condo I live at replaced the existing Parcel Santa (owned by Singapore Post) lockers with SPX Express lockers. Needless to say this is a game-changer for residents. Shopee has XX% market share in e-commerce in Singapore with practically every household purchasing items from Shopee on a monthly basis. While Shopee did and does engage 3rd party locker systems it was very rare for collections"
X Link 2025-11-27T13:43Z 19.4K followers, 13.5K engagements

"$SE Shopee has decisively won in SEA. X. TikTok Shops growth is very impressive and has certainly eaten tons of market share. But who are they taking market share from Lazada Tokopedia not Shopee. The strategy theyve employed is driven largely by subsidies discounts and heavy seller incentives. Shopees market share has continued growing (it has grown every year since inception) while take rates and margins have improved. X. Indeed video commerce is the way forward. Its grown from X% in 2022 to XX% in 2025. TTS is front and center but Shopee are no laggards with their ongoing YouTube and Meta"
X Link 2025-12-01T00:38Z 19.4K followers, 11.9K engagements

"Despite this I will never own a sizeable stake in any Chinese e-commerce business. No not because of CCP-related issues but simply that the landscape in China is too competitive. It is much easier to bet on emerging markets where the winners are clear to see $SE $MELI"
X Link 2025-12-02T12:47Z 19.4K followers, 6502 engagements

"Ill break it down more simply: Top of funnel (TikTok removes the need for paid traffic by turning entertainment into intent capturing demand on the cheap through UGC viral videos and bypassing Shopees discovery engine capping its ad monetisation potential) Bottom of funnel (Temu captures supply on the cheap through bypassing the merchant layer negotiating directly with factories centralising pricing and logistics)"
X Link 2025-12-09T13:01Z 19.4K followers, 1506 engagements

"Actually I find $SE more compelling not because of valuation. For large parts of my holding period $SE has been more expensive. Reason is explained below. $GRAB has a much weaker competitive landscape for sure but it also operates in much less lucrative segments. When we break down the X businesses it comes down to X key segments for each with an overlap on fintech/finservices. $SE operates in gaming and e-commerce. Gaming has insanely high margins (60% EBITDA) while e-commerce has terminal EBIT margins of 15-30% depending on competitive dynamics/geography etc. Meanwhile $GRAB operates in"
X Link 2025-12-09T13:21Z 19.4K followers, XXX engagements

"@teechongyen I think that would be a bigger threat to $GRAB tbh but good point"
X Link 2025-12-09T15:26Z 19.4K followers, XXX engagements

"@teechongyen Not sure what benefit $BABA will bring to the table for $GRAB. And quick commerce while a very lucrative business is not the bread and butter for Shopee will not affect them significantly in my view"
X Link 2025-12-09T15:30Z 19.4K followers, XXX engagements

"@knightcharo Truthfully I dont think money is the reason Lazada lost to Shopee. It would certainly hurt margins temporarily but not sure Lazada can take back pole position"
X Link 2025-12-10T03:15Z 19.4K followers, XXX engagements

"@knightcharo Agree they have more problems to worry about in China"
X Link 2025-12-10T05:10Z 19.4K followers, XX engagements

"@knightcharo I appreciate that most would prefer to farm engagement but lose sight of whats important. The reason Ive built a following here is precisely to have such discussions and to become a better investor. Were all a work in progress really and so much to learn from each other"
X Link 2025-12-10T06:18Z 19.4K followers, XX engagements

"Small price to pay for $SE 😂"
X Link 2025-12-08T09:36Z 19.4K followers, 4949 engagements

"@TacticzH Let me know your thoughts If you have more time definitely read the full deep dive:)"
X Link 2025-11-28T13:47Z 19.4K followers, XXX engagements

"@demonroj $650K going to charity and a nice gesture to the sitting PM of Singapore what's not to like"
X Link 2025-12-08T09:48Z 19.4K followers, XXX engagements

"@zacktanzx Because it is getting slaughtered in every market in SEA. Skate to where the puck is going"
X Link 2025-12-11T12:57Z 19.4K followers, XXX engagements

"@SpecInsights @zacktanzx Exactly the issue Lazada has had. Started as Rocket Internet by a German entrepreneur taken over by the Chinese who installed their own people to head the respective countries. Shopee instead hyper-localised and installed local country heads"
X Link 2025-12-11T14:18Z 19.4K followers, XX engagements

"@knightcharo Yup that is definitely an advantage but $GRAB does have the personnel advantage and know-how to operate quick commerce. Hard to tell who wins"
X Link 2025-12-12T05:39Z 19.4K followers, XX engagements

"Just published my $SE Q3 Earnings Review I cover: - Revenue Acceleration in Shopee/Garena - SPX Express Investments - Management Commentary and more Link below and in bio"
X Link 2025-11-11T17:23Z 19.4K followers, 8515 engagements

"Where the Next X Years of Outperformance in SEA Will Come From 👇 Focused on $SE & $GRAB"
X Link 2025-11-19T13:22Z 19.4K followers, 26.9K engagements

"$RBRK guidance is constantly sandbagged In Q226 $RBRK guided for $320M revenue in Q3 (+35% YoY). Actual number was $350M (+48% YoY). This quarter theyve guided for Q4 revenue of $342M (+32.5% YoY). Guess what happens next Q"
X Link 2025-12-05T08:32Z 19.4K followers, 7955 engagements

"$GLXY is expanding into the Middle East"
X Link 2025-12-10T14:10Z 19.4K followers, 2319 engagements

"@davey_juice Its always the losers that lead to oversold and overbought price action"
X Link 2025-12-11T10:51Z 19.4K followers, XXX engagements

"5/ $GRAB owns the high-frequency offline life: mobility deliveries payments. This gives them the richest demand-side dataset in SEA which is why ads and FinTech will be crucial profit engines"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"6/ TikTok Shop manufactures demand rather than capture it. The first era of e-commerce was Amazon the second Alibaba and the third: TikTok Shop. Its cultural distribution and creator-driven conversion makes it the biggest wildcard in SEA commerce"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"8/ SEAs startup funding has collapsed XX% from the 2021 peak. The winners have already been chosen. New players will enable demand not own it"
X Link 2025-12-11T12:11Z 19.4K followers, XXX engagements

"@mkfilko Or betting on picks and shovels like $TSM :) Personally I think the ultimate winner is the consumer. Were getting access to the best-in-class models and tech that for probably the first time in history is not limited to the ultra-rich. It is the ultimate democratising tool"
X Link 2025-12-12T06:53Z 19.4K followers, XXX engagements