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@cybr4747 ZD

ZD posts on X about $se, $meli, bullish, $xyx the most. They currently have XXX followers and X posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

• X Week XXX +24,067%
• X Month XXXXX +39%
• X Months XXXXXX +0.15%
• X Year XXXXXX -XX%

Mentions: X #

• X Month XX -XX%
• X Months XXX -XX%
• X Year XXX -XX%

Followers: XXX #

• X Week XXX -XXXX%
• X Month XXX -XXXX%
• X Months XXX +6.10%
• X Year XXX +7.80%

CreatorRank: XXXXXXXXX #

Social Influence

Social category influence stocks XX% finance XX% automotive brands XX%

Social topic influence $se #14, $meli #26, bullish #1240, $xyx 20%, peak 20%, $mdb 20%, $xyz 20%, money 20%, rivian 20%, just a XX%

Top accounts mentioned or mentioned by @capexandchill

Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) MongoDB, Inc. (MDB) Block, Inc. (XYZ)

Top Social Posts

Top posts by engagements in the last XX hours

"My thesis is that $XYX will accelerate in each of the four quarters of h2 XX and h1 XX. Growth should peak in h1 XX given the very low comps maybe in the low 20s and then settle in the mid teens. If market is good q2 XX may be a good time to take profit if my thesis is right"
X Link 2025-07-20T15:55Z XXX followers, XX engagements

"I used to own $MDB made money on it. Now they trade at more than 15x gross profit at 2B GP scale growing XX% loss-making XX% increase of share count yoy. In comparison $XYZ at 10B GP scale growing at the same rate () very profitable reducing share count trading at 4x GP WTF"
X Link 2025-12-02T12:51Z XXX followers, 3524 engagements

"After very long consideration I decided to make a big add to my $SE position today. I was very tempted to make a big (re-)starter in $MELI instead on which I am very bullish at these levels but I just can't find a flaw in my conviction that $SE offers more upside here at comparable or even lower risk (meaning mid-term not possible short-term volatility)"
X Link 2025-12-11T12:22Z XXX followers, XXX engagements

"I really wanted to like Rivian. But by now it is clear - this isn't just a bad company it's a pure scam"
X Link 2025-12-12T06:54Z XXX followers, XX engagements

"Yesterday I chose to buy $SE instead of $MELI. I'm very bullish on both but Sea has 2x the GMV of Meli and for e-commerce GMV is the north star metric - everything is a function of GMV - take rate advertising credit. Meli take rate is almost 2x higher than Sea but Sea is just earlier in their journey and there is no reason for take rates not to converge. Sea has much bigger addressable market - SEA plus Taiwan plus Brazil. Meli is limited to LATAM (which is a good strategy for them) much of which is Brazil. Sea is more dominant (higher market share) in Sea than Meli is in LATAM. Competition"
X Link 2025-12-12T07:06Z XXX followers, XXX engagements