@MattWat16001736 Matt WatsonMatt Watson posts on X about $se, $meli, fud, brazil the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks 64% finance 20% countries 13% technology brands 9% social networks 3% celebrities 1% us election 1%
Social topic influence $se #46, $meli 14%, fud 5%, brazil 5%, $amzn 4%, if you 4%, sea 3%, money 3%, debt 3%, tiktok 3%
Top accounts mentioned or mentioned by @gabgrowth @ecommerceking @thezackzhu @capexandchill @wolfofharcourt @ploughpenny @grok @keirstarmer @e_commerce_king @theinvestinguy @60minutes @dirtygreenpaper @jaycinvesting @vvvvision @jasonjh1319 @elonmusk @chriscuomo @jimjordan @lauraloomer @leoperrotta
Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Coupang, Inc. (CPNG) Alpha Technology Group Limited (ATGL)
Top posts by engagements in the last [--] hours
"@e_commerce_king The spring is coiling $SE"
X Link 2026-02-02T11:54Z [---] followers, [---] engagements
"@TheInvestinGuy But why is $MELI a better opportunity tgan $SE"
X Link 2026-02-02T18:30Z [---] followers, [---] engagements
"@PloughPenny I can't find anything other than slight margin compression while 38% y/y revenue gains and 145% y/y earnings increase. Just fear and uncertainty narrative without reasonable factual basis. $SE"
X Link 2026-02-04T11:45Z [---] followers, [---] engagements
"@e_commerce_king Any estimate on the cost per parcel extra TTS must pay to 3P logistics for SE Asia on average than the same average $SE parcel What percent of $SE shipping in SEA was 3P for [----] or more recent if available"
X Link 2026-02-04T11:54Z [---] followers, [---] engagements
"@the_zack_zhu @e_commerce_king $SE needs to buy back with whatever remains of the [--] billion repurchase authorization"
X Link 2026-02-04T11:58Z [---] followers, [---] engagements
"I truly appreciate the information. I remember in [----] and early [----] there was a period of great fear TTS would destroy $SE. As $SE continued executing quite well the fear faded yet has now returned. To me TTS is like an old school QVC or Home Shopping Network on steroids. Powerful for certain persons and impulse and/or fashion/beauty purchases. However QVC/Home Shopping Network was never a real threat to big box retailers. $SE is to me more like a group of big box retailers and TTS will never be a real threat to it. TTS will carve out a niche for discretionary disposable impulse wants but"
X Link 2026-02-09T03:47Z [---] followers, [---] engagements
"@Vvvvision @GabGrowth @JasonJh1319 Low multiples since low confidence in opaque CCP. $SE is NOT Chinese"
X Link 2026-02-11T14:53Z [---] followers, [---] engagements
"TTS FUD is off the charts. $SE will provide high growth #'s in March and again in May and poof.people will forget about the TTS boogyman again until resurrected again 1-2 years later. The bears assume/fear the world is/will be only on TTSπ. Rational reflection says otherwise. https://twitter.com/i/web/status/2021602118621069330 https://twitter.com/i/web/status/2021602118621069330"
X Link 2026-02-11T15:07Z [---] followers, [---] engagements
"@GabGrowth For perspective what have the $MELI and $AMZN CAGRs been since their respective IPO's"
X Link 2024-11-17T04:03Z [---] followers, [----] engagements
"@elonmusk 2021"
X Link 2024-11-24T11:49Z [---] followers, [--] engagements
"@ChrisCuomo Together with the emails by Joe under a fake name the national archive refuses to release and White House visitor logs it most likely does"
X Link 2024-12-03T19:30Z [---] followers, [--] engagements
"@GabGrowth Generally that FF is NOT evergreen and will not be able to fuel Shoppee and Sea Money growth in the future. This bear thesis was strongest prior to recent quarters showing Garena growth and disregarded India ban and end of lockdowns as justification for short term slump. $SE"
X Link 2024-12-04T12:47Z [---] followers, [---] engagements
"@GabGrowth As I continually re-evaluate my $SE position your well thought through independant analysis is much appreciated and respected"
X Link 2024-12-10T19:47Z [---] followers, [---] engagements
"@Jim_Jordan Now check with other federal gov't agencies.bet the number goes way way up"
X Link 2024-12-14T06:18Z [---] followers, [--] engagements
"@LauraLoomer Not sure those who voted against because debt ceiling raised are the problem. Trump csn remove that provision snd increase his vote count"
X Link 2024-12-20T04:17Z [---] followers, [--] engagements
"@LeoPerrotta @wolfofharcourt 4x forward revenues equates to a 25% bump to the existing share price. Based on growth momentum and outlook $133 isn't a stretch. The stock could easily hit 5x forward revenues. Just look at historic multiples for $SE and similar businesses like $MELI and $AMZN to compare"
X Link 2025-01-05T18:02Z [---] followers, [---] engagements
"@wolfofharcourt @MMMTwealth Side bet on whether $SE continues gaining market share on $MELI in Brazil based on comprehensive [----] data once available Offering [--] to one odds your favor. DM me"
X Link 2025-01-15T10:39Z [---] followers, [---] engagements
"@60Minutes Are you still cooking video's to make Trump opposition look better or did that stop when suit was filed"
X Link 2025-02-03T20:12Z [---] followers, [--] engagements
"@shipwreckedcrew Yeah.the DOJ needs to offer meaningful hearings asap. Bad PR not to.not to mention illegality and real world harm"
X Link 2025-03-23T17:22Z [---] followers, [--] engagements
"@GabGrowth Got a dollar says that just like $MELI went up today $SE will go up tomorrow.the FUD on businesses NOT directly affected by tariffs is borderline ridiculous"
X Link 2025-04-03T20:26Z [---] followers, [---] engagements
"@dirtygreenpaper ππππ the pain is real. $SE has the FUD sell-off untethered to reality situation also"
X Link 2025-04-04T17:32Z [---] followers, [---] engagements
"@wolfofharcourt They're scared of $SE's continued encroachment on their market share"
X Link 2025-04-08T17:03Z [---] followers, [---] engagements
"@rev_cap I've been tracking $SE since 6/2023. JPM analyst price target seems to track anticipated sentiment more than fundamentals. I only gie some weight since some others give them weight. Just remember $SE WILL grow fundamentals over 25% in next [--] months. Stock price will follow"
X Link 2025-05-10T14:30Z [---] followers, [--] engagements
"@Ashton_1nvests $SE Sea Limited is way better. Shoppee is better. SeaMoney is better. Garena with Free Fire is unstoppable. Higher market share in covered SE Asia areas which has a young demographic and macro economic tailwinds. If China exports less to USA directly SE Asia will benefit"
X Link 2025-05-11T01:13Z [---] followers, [--] engagements
"@Selling4Premium $SE down that far by 5/16 isn't teathered to reality"
X Link 2025-05-11T01:48Z [---] followers, [---] engagements
"@SwetalP41290270 @acethebullly 32% may seem like a lot until you look at the price to sales PEG revenue growth etc. $SE. In balance there's room to run"
X Link 2025-05-11T01:53Z [---] followers, [--] engagements
"@CorleoneDon77 $MELI is worried $SE is about to eat its Brazillian meal ticket. $MELI should worry"
X Link 2025-06-10T16:27Z [---] followers, [---] engagements
"@AndrewYang Maybe don't obstruct law enforcement from their lawful duties as a publicity stunt during your mayoral campaign"
X Link 2025-06-18T00:47Z [---] followers, [--] engagements
"@unusual_whales This needs verification. @grok can you verify the authenticity of the statement alledgedly made on Iranian state TV When what station by whom Any other relevant context"
X Link 2025-06-18T00:54Z [---] followers, [----] engagements
"@YDCrypto $110 better risk/reward accumulation point. Still a STRONG buy here assuming [---] year hold and cc's. $AMD"
X Link 2025-06-22T01:01Z [---] followers, [--] engagements
"@GabGrowth $200 by year end wouldn't be surprising. Neither would $1000 in [--] years. An absolutely incredibly well run founder led business. Covid was an anomoly and temporarily distorted CAGR. $SE π"
X Link 2025-06-25T01:43Z [---] followers, [---] engagements
"@catturd2 Actually good.less radical dems may not want to vite democrat"
X Link 2025-07-06T12:49Z [---] followers, [--] engagements
"@StockMarketNerd @_MAGA_Patriot It wanted to climb out of the hole in the AM but macros kept pushing it back down. If Monday is an up day.lets see"
X Link 2025-08-01T22:04Z [---] followers, [--] engagements
"@GabGrowth $SE simply has better dna than $MELI yet gets much less π«Ά"
X Link 2025-08-12T11:35Z [---] followers, [---] engagements
"@realMaalouf Seems as rational as a terrorist. Definitely has a grudge"
X Link 2025-08-21T00:57Z [---] followers, [--] engagements
"@RichardHanania I'll take christian nationalism over wokeism any day and I'm agnostic"
X Link 2025-09-22T12:25Z [---] followers, [---] engagements
"@JTLonsdale @grok which USA states permit first cousin marriage"
X Link 2025-09-28T22:57Z [---] followers, [--] engagements
"Wikipedia is captured and is fake news. I bet chatgpt relies hevily on it This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS"
X Link 2025-09-30T01:41Z [---] followers, [--] engagements
"@HolySmokas Is the electrification and automation of driving the future If so who is in pole position"
X Link 2025-09-30T04:54Z [---] followers, [----] engagements
"@Keir_Starmer He'll allow chaos to increase then demand more gov't powers and less individual freedom as means of dealing with them"
X Link 2025-10-02T23:17Z [---] followers, [--] engagements
"@Keir_Starmer He's amazingly dishonest. Gotta suck to be brittish right now"
X Link 2025-10-02T23:18Z [---] followers, [--] engagements
"@Keir_Starmer Feel sorry for what you have done to England. It's sad"
X Link 2025-10-04T02:18Z [---] followers, [--] engagements
"@JaguarAnalytics I heard $SE was eating their lunch in Brazil"
X Link 2025-10-05T00:11Z [---] followers, [---] engagements
"@JakeCan72 I'm an expat in Mexico and have heard no such thing"
X Link 2025-10-08T01:19Z [---] followers, [---] engagements
"@wolfofharcourt What's current status on market share and revenue trends in Brazil between $MELI and $SE. I own both. Is $SE still far behind but gaining mkt share What is the GMV for each for Brazil"
X Link 2025-10-09T04:41Z [---] followers, [---] engagements
"@K_JeanPierre You stand with mortgage fraudπ"
X Link 2025-10-11T00:41Z [---] followers, [--] engagements
"@PatternWatch1 Seems high risk but I could be wrong. I'm deep ITM 12/2025 and 1/2027 leaps and selling OTM [--] day calls against and raising pt and collecting premium as I go. Whatever the approach bullish $SE"
X Link 2024-11-10T16:01Z [---] followers, [--] engagements
"@GabGrowth Not true I bought the dip again and concurrently sold puts and purchased a few calls. So did anyone else with 1/2 a brain that has been tracking $SE. Opportunity NOW knocks loudly.that's what has changed"
X Link 2025-10-17T02:08Z [---] followers, [---] engagements
"@hataf_capital Amazing $SE analysis"
X Link 2025-10-17T02:22Z [---] followers, [---] engagements
"@60Minutes Unless unedited.zero trust"
X Link 2025-10-21T01:08Z [---] followers, [---] engagements
"Full blown woke mind virus in Switzerland CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3 CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3"
X Link 2025-10-23T22:41Z [---] followers, [--] engagements
"@RandPaul @Timcast You are working with McConnel to stop tarrifs that are helping to balance the budget. You are far from being the economic savior you represent yourself to be"
X Link 2025-10-30T22:31Z [---] followers, [---] engagements
"@SenRandPaul You know that's a political non starter and will destroy voting for republicans. You push it anyway. You know tarrifs are helping to balance the budget yet you destroy them by colluding with the uniparty which has been resonsible for the current debt the nation has. You suck"
X Link 2025-10-31T15:01Z [---] followers, [---] engagements
"Yeah.don't see $SE going below [---] day moving average (approx $151 (unless earnings tank) and that's unlikely as SEA macros are good and $MELI and $AMZN just had great quarters but maybe it does and you get filled. For me as a separate side bet I just bought 6/2026 expy $100 leaps for about $62.5 and sold cc's against them at $190. The gain will be just shy of approx. 50%. If doesn't hit I'll sell cc's again at $200 for March and collect premium. $SE is just such a great company. Even if revenue multiples compress a bit the speed of growth will inevitably continue to push it higher"
X Link 2025-10-31T15:33Z [---] followers, [---] engagements
"@matheussilvae @GarpandChill The posted article is clearly pro $SE in that it shows $SE executing successfully on its business plan. The idea that $SE will not continue to grow quickly in Brazil is wrong and will continue to be proven as such"
X Link 2025-11-03T09:32Z [---] followers, [---] engagements
"Will $SE beat or miss on Q3 revenue and earnings consensus next Tuesday morning Beat on both Beat on one/miss on one Just show results Miss on both Beat on both Beat on one/miss on one Just show results Miss on both"
X Link 2025-11-04T17:15Z [---] followers, [---] engagements
"@dirtygreenpaper Hard to see too big a dip at a time when lower rates are bringing more money into the market and company numbers keep coming in good. $SE is just above the [---] sma and unless a downside surprise should fare well regardless"
X Link 2025-11-05T00:41Z [---] followers, [---] engagements
"@davey_juice I'd be surprised if $SE goes below [---] sma before earnings. I'd slso be surprised if it misses consensus"
X Link 2025-11-07T00:11Z [---] followers, [---] engagements
"@GabGrowth Tik tok"
X Link 2025-11-11T10:42Z [---] followers, [--] engagements
"$SE traders pushing price down pre-market disregard 38% y/y revenue growth (beat) and fact that while EPS is 20% below expectations it's 145% y/y increase $SE is simply an exceptional company and price action will eventually whipsaw to $200 and beyond. If you grow at 38% you need to spend on capital improvements to sustain the growth and make it as efficient as possible"
X Link 2025-11-11T11:49Z [---] followers, [----] engagements
"@GabGrowth Smart to buy the dip $SE is AMAZING and my opinion is immediate price action is from traders who only see EPS miss yet don't see the big picture and disregard the "miss" is a 145% y/y increase"
X Link 2025-11-11T11:55Z [---] followers, [---] engagements
"Maybe traders took $ out of $SE and $MELI to chase the NVDA earning results pop today I also can't find adverse news. Further their recent showing of 145% eps y/y growth and 38.5% revenue y/y growth shouldn't be weighing down the stock. Regardless the set-up now is a projected 50% + bump from current levels by the middle of May 2026"
X Link 2025-11-20T15:15Z [---] followers, [----] engagements
"So correct me if I'm wrong but $SE seems to be trading today at the same revenue adjusted price as it did during the April [----] lows as revenues have increased approx 29% since then"
X Link 2025-11-20T15:54Z [---] followers, [---] engagements
"@stayinginvested $SE approximately same price to sales as April lows"
X Link 2025-11-20T15:55Z [---] followers, [---] engagements
"@e_commerce_king Easy for TikTok to grow that fast when their market share is so low and they deal with incompetent competitors which include all non $SE competitors"
X Link 2025-11-21T14:52Z [---] followers, [---] engagements
"@the_zack_zhu $SE isn't chinese"
X Link 2025-11-21T18:54Z [---] followers, [---] engagements
"@the_zack_zhu If it was a replica of a chinese business $SE wouldn't be absolutely destroying actual Chinese business competition. $SE operates from the legal and cultural framework of Singapore"
X Link 2025-11-22T02:29Z [---] followers, [---] engagements
"@CapexAndChill Now show me with clarity and detail how this compares to approach by $SE in Brazil and which based on stats and trends over last [--] years is working better"
X Link 2025-11-23T03:13Z [---] followers, [---] engagements
"@HyperTechInvest $SE"
X Link 2025-11-23T03:40Z [---] followers, [---] engagements
"@e_commerce_king I π U.You always say such sweet loving $SE wordsππ₯°π"
X Link 2025-11-23T14:24Z [---] followers, [--] engagements
"@kinginvestings $SE"
X Link 2025-11-23T22:13Z [---] followers, [---] engagements
"I absolutely value info provided by @the_zack_zhu and encourage continued posts. That $SE logistics costs are lower than $MELI is helpful information. So are the respective user base sizes. I can understand that average/median order size/cost for each is relevant to respective logistics costs"
X Link 2025-11-26T05:49Z [---] followers, [---] engagements
"* $SE stock price currently trades at price/sales of (4). *Per GROCK $SE closed at or above a price/sales of (5) 44% of the time since July 1st [----]. * $SE closed above price/sale of (6) [--] times year to date in [----] *The Price/Sales for $SE was generally ABOVE (5) until pandemic skyrocketed during pandemic and dropped below (5) after pandemic (2023 and 1H 2024). *The stock is re-stabilizing. Current and prospective price/sales to include Q4 [----] through Q3 [----] (assume typical 35% YOY revenue growth; actual growth may be different blah blah blah): TTM revenues NOW: [--] Billion TTM post Q4"
X Link 2025-11-28T15:13Z [---] followers, [--] engagements
"@CapexAndChill I'm guessing $SE capture of market share triggered the $MELI counter measures (reduced shipping cost). Where do you see this going with $SE What us your expectation on response"
X Link 2025-12-02T23:25Z [---] followers, [---] engagements
"As I continually witness the $SE balance sheet improve quarter over quarter over the last [---] years since I started holding I'm not sure they are adversely affected by inability to take on debt on the terms $MELI has engaged. As with $MELI $SE'S Monee is compounding nicely. Further $SE has lots of fcf from Garena available for whatever comes up. That said I wasn't aware of the information you posted and am very appreciative"
X Link 2025-12-05T22:56Z [---] followers, [---] engagements
"Focus on the fundamentals. Reply to me with the [----] vs [----] revenues free cash flow price to sales peg and market share of each market it is in. Look at analyst growth and pe forward projections. The company is a beast. $SE is way stronger now. It just ran from $35 to $200 and is now retracing for a breather. What are the expected [----] revenues What is the marketcap with a 5X multiple What % of the time did it have at least a 5X sales multiple since 7/2024 (hint it's 44%)"
X Link 2025-12-07T05:48Z [---] followers, [---] engagements
"@GabGrowth @demonroj π―.the goodwill generated far exceeds cost. $SE is always calculated in movement"
X Link 2025-12-08T15:01Z [---] followers, [---] engagements
"The market periodically creates compelling opportunities. Many here argue one has been created with the current $SE price action. IN [----] will $SE grow similarly to how it grew in [----] Will it hit a 5X sales multiple as it did manytimes historically If you believe both are likely a yes response you do the math and decide"
X Link 2025-12-09T20:57Z [---] followers, [---] engagements
"@ToomasTrades Maybe $SE continues limping through tax loss harvesting and then starts an epic [----] style monster climb in January like in 2024"
X Link 2025-12-09T21:04Z [---] followers, [---] engagements
"$SE Btw a strange dynamic in investing is no matter how loved a certain stock once was or is now it will at some point become a battleground stock. Then when it recovers people love it again. Price and sentiment Btw a strange dynamic in investing is no matter how loved a certain stock once was or is now it will at some point become a battleground stock. Then when it recovers people love it again. Price and sentiment"
X Link 2025-12-09T23:15Z [---] followers, [---] engagements
"@SixSigmaCapital @Reignots Doesn't Shopee have agreements with Youtube and Meta and also an effective Shopee live as Tiktok countermeasures. My assumption here is people don't ONLY look at Tiktok. $SE is grade A irrespective of irrational FUD floating around"
X Link 2025-12-09T23:51Z [---] followers, [---] engagements
"So the general idea is that $SE started Shopee in [----] and Monee in [----] and it has grown to it's current revenue ($27.5 billion expected 2026) whereas $MELI was started [----] and has taken the time it has taken to get to current revenues (36.6 billion expected 2026). $SE started out figuring logistics and politics with multiple nations with islands different languages etc. and controls roughly 40-50% of ecommerce where it is in SEA. This happened while battling and beating agressive Chinese firms. During this time $MELI didn't focus as maybe it should have on Brazil since a different language"
X Link 2025-12-10T18:22Z [---] followers, [---] engagements
"All true and nicely worded. However when the size of the $SE cake keeps growing 35%+ y/y taking a sliver less as a percent of the whole is inconsequential in that each year you are eating a f**kload more cake. It reminds me of some saying about not seeing the forest for the trees"
X Link 2025-12-10T18:29Z [---] followers, [---] engagements
"@CapexAndChill Expat in Mexico here. Simple fact is MercadoPay $MELI is omnipresent in the Mexican state I live in as well as one I used to live in. It is relied on by many small/medium local businesses of varying type. It literally is financial infrastructure"
X Link 2025-12-19T23:05Z [---] followers, [--] engagements
"@JonahLupton $CPNG caught the same FUD bug that afflicted $SE $MELI and $AMZN to a lesser extent. They will all likely recover in tandem as future earnings prove up the only companies who shoukd live in fear are the brick and mortar type"
X Link 2025-12-26T20:11Z [---] followers, [---] engagements
"π― The Minnesota Somali fraud exposes everything that is wrong with government. Politicians and their administrators spend other peoples (taxpayers) money to advance their own interests getting themselves and their party elected and reelected by supporting an ethnic group which The Minnesota Somali fraud exposes everything that is wrong with government. Politicians and their administrators spend other peoples (taxpayers) money to advance their own interests getting themselves and their party elected and reelected by supporting an ethnic group which"
X Link 2025-12-28T00:37Z [---] followers, [--] engagements
"@FishingwithD π¬ Why short $SE from here Seems dangerous. What's your thesis"
X Link 2025-12-31T23:28Z [---] followers, [--] engagements
"@knightcharo @GabGrowth @the_zack_zhu Zacks pushing FUD as usual"
X Link 2026-01-02T00:35Z [---] followers, [--] engagements
"@GabGrowth But why Just go ALL IN with $SE and be done with it. You know the prospect is tempting if you can stomach the volatility"
X Link 2026-01-03T14:43Z [---] followers, [---] engagements
"@everydaystocksx @GabGrowth when on X. When not read all available analysis on Seeking Alpha. If you have the means locate original analyst reports for covering institutions. Stay away from Zacks garbage articles"
X Link 2026-01-04T00:57Z [---] followers, [---] engagements
"@WallStreetApes He needs to be one of the first to be indicted"
X Link 2026-01-04T01:21Z [---] followers, [--] engagements
"On the unproven assumption that future political ideology will not be socialist and instead be more free market in nature macro growth rates may track similar to what we are currently seeing in Argentina. I realuze this is a crude/rough guide. However it should provide a helpful reference point for $MELI. https://twitter.com/i/web/status/2007850108411388212 https://twitter.com/i/web/status/2007850108411388212"
X Link 2026-01-04T16:22Z [---] followers, [---] engagements
"@BrianTycangco @BillAckman Nope.he's correct"
X Link 2026-01-05T01:17Z [---] followers, [--] engagements
"@mazemoore Guessing his polling people suggested the pivot"
X Link 2026-01-20T22:57Z [---] followers, [---] engagements
"@RealTomBusby $SE foward p/s is lower than what you indicate. Estimated [----] sales are approx. [--] Billion. Current mkt cap approx. [--] Billion. [---] of [--] Billion is a [-----] billion market cap. If $SE traded at 3.6X [----] sales the share price would need to rise approx. 35%"
X Link 2026-01-25T13:57Z [---] followers, [---] engagements
"@Rightanglenews @grok what are each republican's stated reasons for voting against the funding bill"
X Link 2026-01-29T18:58Z [---] followers, [---] engagements
"@zerohedge But it's services (people) and doesn't Trump want higher wages. Goods inflation continues downward"
X Link 2026-01-30T14:35Z [---] followers, [---] engagements
"@PloughPenny @JayC_Investing @CapexAndChill Look at $SE market share over the last three years in each SEA nation the fact that it hasn't shrunk and the 35%+ y/y revenue growth. The FUD is unfounded"
X Link 2026-02-03T03:13Z [---] followers, [---] engagements
"@JayC_Investing @PloughPenny @CapexAndChill True or false: $SE has shown mkt share growth or maintenance for each of the last [--] years in each SEA country This while growing Shopee revenues like mad"
X Link 2026-02-03T03:18Z [---] followers, [---] engagements
"@sjb987654321 @e_commerce_king All [--] divisions create FCF and are growing revenue like gangbusters. Why settle with [--] profit centers when you can have [--] $SE. Take a look at individual division PEG and CAGR before summarily dismissing"
X Link 2026-02-04T21:22Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing