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@GabGrowth Avatar @GabGrowth Gab

Gab posts on X about $grab, $cpng, $meli, $se the most. They currently have XXXXXX followers and 1850 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 Influence #

Social category influence stocks finance technology brands countries cryptocurrencies #4767 travel destinations exchanges currencies automotive brands social networks

Social topic influence $grab #3, $cpng, $meli, $se, hood, $hood, $dlo, $msft, $goto, stocks

Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Coupang, Inc. (CPNG) MercadoLibre Inc (MELI) Sea Limited (SE) Robinhood Markets, Inc. (HOOD) DLocal Limited Class A Common Shares (DLO) Microsoft Corp. (MSFT) Duolingo, Inc. Class A Common Stock (DUOL) Amazon.com, Inc. (AMZN) Mario Coin (COIN) Taiwan Semiconductor (TSM) Shopify Inc (SHOP) Metadium (META) Spotify Technology (SPOT) Alibaba Group (BABA) Uber Technologies, Inc. (UBER) Carvana Co. (CVNA) Fair Isaac, Corp. (FICO) Trade Desk, Inc. (TTD) Tesla, Inc. (TSLA) Walmart, Inc. (WMT) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Helium IOT (IOT) Defi Technologies, Inc. (DEFT) Roku, Inc. (ROKU) Twilio, Inc. (TWLO) DoorDash, Inc. (DASH) American Eagle Outfitters (AEO) Crocs, Inc. (CROX) Solana (SOL) Ethereum (ETH) Adobe, Inc. (ADBE) Snowflake, Inc. (SNOW) Rocket Companies, Inc. (RKT) Super Micro Computer, Inc. Common Stock (SMCI) Toast, Inc. (TOST) DraftKings Inc. Class A Common Stock (DKNG) Affirm Holdings, Inc. Class A Common Stock (AFRM)

Top Social Posts #

Top posts by engagements in the last XX hours

"CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses"
@GabGrowth Avatar @GabGrowth on X 2025-07-16 12:07:51 UTC 14.8K followers, 2709 engagements

"@riyadosofian Need Sydney Sweeney to boost that testosterone"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 07:56:31 UTC 14.8K followers, XXX engagements

"Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible"
@GabGrowth Avatar @GabGrowth on X 2025-07-06 04:59:41 UTC 14.8K followers, 2700 engagements

"@riyadosofian Yeah i remember seeing that DBS maintained its buy rating but perhaps Moomoo has updated data"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 11:44:46 UTC 14.8K followers, XXX engagements

"On Cyclicality & Holding Periods (with regards to $HOOD & $COIN): My favourite holding period is forever. However that simply isnt possible with cyclical businesses. The traditional cyclical sectors include oil&gas homebuilders automobiles semiconductors etc However in recent times the most obviously cyclical industry has been cryptocurrencies. Two of my key holdings happen to fall into that category: $HOOD $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven"
@GabGrowth Avatar @GabGrowth on X 2025-07-19 11:47:44 UTC 14.8K followers, 3991 engagements

"$GRAB Supporting the children of their Driver & Delivery-Partners Here is one of the recipients of their $10000 bond-free scholarship"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 04:38:13 UTC 14.8K followers, 8099 engagements

"@MktMavPro Investing in low share price businesses thinking they are cheap is the biggest mistake that early investors make"
@GabGrowth Avatar @GabGrowth on X 2025-07-20 01:07:43 UTC 14.8K followers, XXX engagements

"Firstly how convenient to have your starting point at the literal covid bottom negating the point that Six Sigma had of protecting downside. Secondly its clear to see you are terrible at preventing downside judging by your performance curve. Your returns are entirely a measure of outperformance in the past X months of a raging bull market. Your performance is unlikely to last but i wish you all the best"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 00:55:47 UTC 14.8K followers, XX engagements

"I find it hard to see shareholders losing money on $DLO The business currently trades at $XX ($3.2B market cap). It has grown EPS from $XXXX in 2020 to $XXXX today. It trades at just 22x PE and the market is basically assuming the business doesn't grow EPS moving forward. More importantly because it acts as a toll-bridge it has consistently high margins and consistent profits with minimal capital outlay required. That is why the business issued a special dividend of $XXXXX in May and plans to give XX% of FCF as dividends from 2026 onwards. Management is literally saying: "We don't need all"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 13:29:23 UTC 14.8K followers, 7971 engagements

"@oatmilk242 I like $GRAB $DLO at these prices. I cant lie I dont see tons of value elsewhere. Maybe im just not putting in enough work"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 06:06:35 UTC 14.8K followers, XXX engagements

"@zoomyzoomm $WMT generates more revenue than: $NVDA $AAPL $MSFT $TSLA $GOOGL $META $AVGO $TSM And yet has a market cap smaller than all of them. 🤯"
@GabGrowth Avatar @GabGrowth on X 2025-07-20 01:04:25 UTC 14.8K followers, XXX engagements

"Exciting week of earnings ahead Portfolio: $HOOD $COIN $AMZN $GRAB Watching: $META $MSFT $IOT $SPOT"
@GabGrowth Avatar @GabGrowth on X 2025-07-27 08:01:03 UTC 14.8K followers, 4424 engagements

"Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀"
@GabGrowth Avatar @GabGrowth on X 2025-07-19 04:24:29 UTC 14.8K followers, 4054 engagements

"Bullish on fat fucks $GRAB Human nature is such that we all get lazier as we get richer bet on the businesses that get rich at our expense"
@GabGrowth Avatar @GabGrowth on X 2025-07-14 04:07:02 UTC 14.8K followers, 18.7K engagements

"This one runs through all the key verticals and main players that $GRAB could acquire:"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 11:44:16 UTC 14.8K followers, 1583 engagements

"Moats are the first thing an investor learns and the last thing they understand"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 12:23:08 UTC 14.8K followers, 2248 engagements

"How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best"
@GabGrowth Avatar @GabGrowth on X 2025-07-17 06:02:02 UTC 14.8K followers, 4380 engagements

"This quote from Pedro Arnt about his time at $MELI explains it imo: Because you dont have the kind of absolutely widespread digital adoption that you already have in the developed world you almost have a benefit when youre growing and scaling out your companies. I remember investors would always bitch at us and be like: Why arent you growing XXX% year on year youre only growing at 40%. And the answer was always the market isnt growing that fast. But on the other hand were not going to run out of expanding addressable market to paper over our mistakes in three years. We have a XX or XX year"
@GabGrowth Avatar @GabGrowth on X 2025-07-19 02:22:23 UTC 14.8K followers, XXX engagements

"One of the more underrated segments of Grab is GrabAds. In Q4 2024 GrabAds grew XX% YoY and was pacing at an annualised $216M run-rate. Ads are a hugely profitable business and will be a crucial contributor to the bottom-line in the years to come"
@GabGrowth Avatar @GabGrowth on X 2025-06-03 12:12:51 UTC 14.8K followers, 15.8K engagements

"Im just saying i called it $AEO $CROX next"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 03:42:49 UTC 14.8K followers, 3507 engagements

"@LogicalThesis Agree quality stocks usually dont fall into the cheap category unless there is a fundamental change. $FICO good example"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 05:59:39 UTC 14.8K followers, XXX engagements

"This wont be popular. But yes everyone should visit China and check it out for themselves. No it isnt perfect no country is but at least youll be able to learn for yourself if youre being fed truths or lies"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 07:26:07 UTC 14.8K followers, 4124 engagements

"Crypto saw its largest ever weekly inflows last week. YTD inflows are now at $27B pushing AUM to a record $220B"
@GabGrowth Avatar @GabGrowth on X 2025-07-21 08:20:45 UTC 14.8K followers, 1623 engagements

"In my opinion $GRAB does have one big and obvious overhang on the stock. What does it plan to do with the $8B in cash Assuming $GOTO acquisition is off the table (which increasingly looks like the case) they either do a massive buyback or a series of smaller acquisitions"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 09:38:25 UTC 14.8K followers, 7656 engagements

"$GRAB +8% AH Seemingly on news of a backend infrastructure change. If that truly is the reason the stock is merely finding an excuse to go up imo"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 00:21:20 UTC 14.8K followers, 14.1K engagements

"Not arguing against that $ETH will have majority of the TVL. But $SOL beats it on DEX volumes which is remarkable considering it has a small fraction of the TVL. More use cases and activity is happening on $SOL and it shows in developer activity too. Would suggest listening to mert from lightspeed too (podcast) to understand the $SOL bull case"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 01:39:14 UTC 14.8K followers, XX engagements

"Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage X breakout after X years. Now a stage X breakout after X months. I see some pretty clear catalysts in the coming months too"
@GabGrowth Avatar @GabGrowth on X 2025-07-20 13:37:20 UTC 14.8K followers, 18.3K engagements

"$GRAB Broke out of the X month long resistance perhaps we're ready to go higher from here Earnings in X weeks (30th July)"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 09:28:21 UTC 14.8K followers, 14.7K engagements

"@luffy_g5 Are you a time traveller Jk Im XXX% stock as ive always been and advocated for"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 15:41:52 UTC 14.8K followers, XXX engagements

"Some context for shareholders of $GRAB $SE who may be concerned about the recent Thailand-Cambodia skirmish. Feel free to ask any follow-up questions as it could be concerning for investors who live outside the region"
@GabGrowth Avatar @GabGrowth on X 2025-07-27 13:42:58 UTC 14.8K followers, 3245 engagements

"I discussed a series of smaller acquisitions $GRAB could potentially do along with my personal thoughts. ALL DATA-BASED as usual"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 09:44:49 UTC 14.8K followers, 2536 engagements

"@wolfofharcourt Yep its really huge. Wechat is literally the most important app for Chinese consumers (those who have been to China can attest payments is insanely smooth there). In China Wechat is used to book everything rides flights hotels trains etc"
@GabGrowth Avatar @GabGrowth on X 2025-07-23 09:59:58 UTC 14.8K followers, XXX engagements

"$FIG IPOs next week Its looking to sell 37M shares between $25-28 ($14.6-$16.4B) Remember $ADBE tried to buy it for $20B This is probably going to $50"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 06:25:39 UTC 14.8K followers, 5902 engagements

"Heads or Tails $GRAB wins. If $GRAB does indeed decide not go ahead with buying $GOTO there are a multitude of value-accretive acquisitions they could go for. $8B in cash can buy you pretty much the top player in any of $GRAB's verticals. Also key to note liquidity has been hard to achieve for many of Southeast Asias startups and an acquisition may be the only way out for many of them"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 16:05:28 UTC 14.8K followers, 6901 engagements

"$GRAB GrabMart TLDR; GrabMart could be a $2B EBITDA business by 2030 (4x 2025s Group EBITDA) - This is due to SEAs home-cooking culture vertical integration ($AMZN playbook) expansion into quick-commerce. Ad business will drive lots of this"
@GabGrowth Avatar @GabGrowth on X 2025-07-23 16:51:16 UTC 14.8K followers, 5517 engagements

"$GRAB Grab and its Filipino subsidiary Move It has launched a typhoon relief campaign. We see ourselves not just as a technology provider but as a partner to the nation one that responds supports and stands alongside Filipinos in times of great need"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 07:31:37 UTC 14.8K followers, 10.7K engagements

"Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall"
@GabGrowth Avatar @GabGrowth on X 2025-07-17 15:05:36 UTC 14.8K followers, 3665 engagements

"$GRAB If you want to know anything and everything about $GRAB in one place I have XX articles on various segments of the business. Check it out for free link below 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 02:25:15 UTC 14.8K followers, 10.4K engagements

"Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed 20000 words. Pain"
@GabGrowth Avatar @GabGrowth on X 2025-07-17 00:54:30 UTC 14.8K followers, 28.3K engagements

"$GRAB Grab switching to Temporal for its backend architecture is old news. On 12th Dec 2024 Grab posted on its engineering blog about the change"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 00:43:24 UTC 14.8K followers, 9546 engagements

"@TacticzH It looked pretty likely about X months ago but things seem to have stalled recently due to X key issues: - Indonesian government put under pressure by citizens to block a potential monopoly - $GOTO was recently investigated for a $610M potential fraud case involving its ex CEO"
@GabGrowth Avatar @GabGrowth on X 2025-07-20 14:07:07 UTC 14.8K followers, XXX engagements

"10 STOCKS UNAFFECTED BY TARIFFS: 1) $MSFT Microsoft 2) $FICO Fair Isaac Corporation 3) $ICE Intercontinental Exchange 4) $SPGI S&P Global 5) $NFLX Netflix 6) $SPOT Spotify 7) $CRWD CrowdStrike 8) $CME CME Group 9) $DUOL Duolingo 10) $BKNG Booking Holdings"
@GabGrowth Avatar @GabGrowth on X 2025-04-21 13:55:41 UTC 14.8K followers, 4569 engagements

"6 days to the $GRAB earnings report I would love to hear some management commentary on what they plan to do with the $8B cash. IMO top of mind should be acquisitions to solidify its market-leading position. I wrote a list of potential acquisitions that I will link to below 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 11:44:14 UTC 14.8K followers, 12.4K engagements

"@noobking42069 @SixSigmaCapital Not an argument against diversification. I like to stay relatively concentrated too but a position being up 12x means nothing. What is your portfolio performance Show proof of gfy"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 00:40:23 UTC 14.8K followers, XX engagements

"The two countries have had conflicts for centuries and the recent fight was related to a leaked phone call between the ex Cambodia PM and current Thai PM. Both families had been allies for decades but the Cambodian family leaked the phone call for financial reasons (related to Casino approval in Thailand) and now relations are totally over. I do think there is a slight chance of an escalation but because Thailand is a much larger country i think it will likely be a quick war if any. In terms of impact to $SE $GRAB Cambodia is a negligible market for both while Thailand is a tier X market."
@GabGrowth Avatar @GabGrowth on X 2025-07-27 10:31:31 UTC 14.8K followers, 3859 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"
@GabGrowth Avatar @GabGrowth on X 2025-07-04 12:51:49 UTC 14.8K followers, 17.2K engagements

"This one runs through the potential targets based on extrapolating $GRAB's XX prior acquisitions:"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 11:44:15 UTC 14.8K followers, 1619 engagements

"@SixSigmaCapital @noobking42069 LOL mr noobking with a one position up 12x flex 🤣 Individual positions are unimportant and not a measure of performance. All that matters is portfolio performance as a whole. Downside is also arguably as important as upside in portfolio management"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 23:59:43 UTC 14.8K followers, XXX engagements

"@riyadosofian I missed this Where did you find it"
@GabGrowth Avatar @GabGrowth on X 2025-07-25 11:35:33 UTC 14.8K followers, XXX engagements

"What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw"
@GabGrowth Avatar @GabGrowth on X 2025-07-10 16:24:11 UTC 14.8K followers, 14.9K engagements

"Homework for the next week: $NBIS $CPNG (again) $LMND Share some tickers you think I might love"
@GabGrowth Avatar @GabGrowth on X 2025-05-18 03:07:12 UTC 14.8K followers, 23.1K engagements

"I often study businesses that I may not necessarily invest in for various reasons (valuation riskreward etc) It may be considered a waste of time for many but all Im looking for is that one key takeaway that could help me in finding/avoiding the next great/bad investment"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 01:58:16 UTC 14.8K followers, 2438 engagements

"$GRAB One of the most common questions I get about the stock: What options do I buy What expiry What strike Thats probably because the stock trades around $X. Low enough for investors to fantasise about turning cheap calls into 510x gains on a 2x move. (I love the idea too) The further OTM you go the higher the leverage. And since its a $X stock people throw out wild price targets like $50-$100. I think thats a possibility if not a probability but in the long term not a short 2-3 year time frame. Lets not forget this is a $21B market cap company. As ive shared before I own $GRAB stock ONLY. I"
@GabGrowth Avatar @GabGrowth on X 2025-07-19 23:29:49 UTC 14.8K followers, 13.7K engagements

"Lets talk about $GRAB GrabAds. $216M run-rate business growing XX% YoY. I believe this could be the greatest contributor to Grabs bottom-line within the next X years. 🧵👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-21 17:21:52 UTC 14.8K followers, 14.2K engagements

"$GRAB Maybank foresees Grabs GMV and Loan-Book growth to accelerate in Q2. It expects Grabs on-demand GMV to grow XX% YoY XX% QoQ in Q2 driven by Grabs affordability push"
@GabGrowth Avatar @GabGrowth on X 2025-07-21 11:27:18 UTC 14.8K followers, 17.9K engagements

"The $OPEN sample size of $CVNA is incredible"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 08:48:17 UTC 14.8K followers, 2244 engagements

"@amitisinvesting Oh so thats why $grab pumped"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 03:59:12 UTC 14.8K followers, 4046 engagements

"New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-18 14:36:48 UTC 14.8K followers, 2925 engagements

"Seems $HOOD users are getting early access to the $FIG IPO @vladtenev"
@GabGrowth Avatar @GabGrowth on X 2025-07-22 11:08:03 UTC 14.8K followers, 3270 engagements

"$GRAB GrabMart Most people likely arent familiar with this segment because Grab doesnt break it out clearly in its financial reports. However it is one of the highest potential segments due to SEAs inherent characteristics: 🧵👇 GrabMart was first piloted under GrabFood in Nov 2019. When COVID hit in 2020 GrabMart was perfectly positioned to capitalise on the demand. From April to Sept 2020 it grew XX% week-on-week. (You read that right) A key driver of this was GrabFood with XX% of GrabMart users directly onboarded through GrabFood. GrabMart managed to scale effortlessly due to their"
@GabGrowth Avatar @GabGrowth on X 2025-07-23 14:04:08 UTC 14.8K followers, 17.6K engagements

"$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-10 10:27:06 UTC 14.8K followers, 2395 engagements

"@Unravel_2000 You make a great point which is likely why online grocery penetration is still low since the older generation are the ones cooking now. The younger gen have zero patience for that or even the know how 🤣 So i expect that to be a tailwind"
@GabGrowth Avatar @GabGrowth on X 2025-07-24 00:03:37 UTC 14.8K followers, XXX engagements

"$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-15 15:45:38 UTC 14.8K followers, 2813 engagements

"Respect where it is due $BTC is up 1475x since this call"
@GabGrowth Avatar @GabGrowth on X 2025-07-26 14:23:54 UTC 14.8K followers, 2807 engagements

"2/ How does GrabAds work Firstly you need to understand that Grabs merchant base is overwhelmingly made up of micro small and medium enterprises (MSMEs) These are hawker-stall owners family bakeries neighbourhood minimarts. They are not savvy at all. Hence $GRAB has built in an incredibly simplified system allowing merchants to create ads within X minutes with built-in automation to avoid complexity"
@GabGrowth Avatar @GabGrowth on X 2025-07-21 17:21:58 UTC 14.8K followers, XXX engagements

"$CPNG hit 52-week highs again on Friday. Its an incredibly under the radar business just the way I like it. It also just rebranded its cloud computing business yet another vertical. Check out my thesis below 👇"
@GabGrowth Avatar @GabGrowth on X 2025-07-21 09:42:29 UTC 14.8K followers, 3443 engagements