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@emergingmktbull Avatar @emergingmktbull Emerging Markets Bull

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

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence $se #7, $meli #24, $dlo #43, $nu #21, mexico 6.98%, $cava #89, argentina 4.65%, thailand #1854, call of duty #2407, q2 XXXX%

Top accounts mentioned or mentioned by @tinytitanscap @topieero @daveyjuice @gabgrowth @foolsgd @fools_gd @velezdavid @fedexsti @meeijer @davidgfools @usocc @anthonynoto @michaelrihani @nubank @carmoanalyse @davidgfool @westernunion @capitec @manthantweets1 @andrewp64090323

Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) DLocal Limited Class A Common Shares (DLO) NuCypher (NU) CAVA Group, Inc. (CAVA) Uber Technologies, Inc. (UBER) TransMedics Group, Inc. Common Stock (TMDX) Alphabet Inc Class A (GOOGL) Celsius Holdings, Inc. Common Stock (CELH) Amazon.com, Inc. (AMZN) RAI Finance (SOFI) Metadium (META) Pfizer, Inc. (PFE) Texas Instruments (TXN) British American Tobacco (BTI) Nebius Group N.V. Class A Ordinary Shares (NBIS) The Official XX Coin (67) Western Union Co (WU) 69Coin (69) Chipotle Mexican Grill, Inc. (CMG) Interlay (INTR)

Top Social Posts #

Top posts by engagements in the last XX hours

"@davey_juice If $SE touched the $150s and lower I'd add aggressively. Clear long-term winner"
X Link @emergingmktbull 2025-10-07T23:24Z XXX followers, XXX engagements

"My current holdings: $MELI $SE $SIMO $SOFI $DLO $META $TMDX $NU $GOOGL $V $TXN $PFE $CELH $BTI $CAVA $AMZN $UBER $NBIS"
X Link @emergingmktbull 2025-10-08T15:28Z XXX followers, 1024 engagements

"In Q2 XX Monee grew revenue XXXX% y/y nearly 2x the growth rate of the entire $SE group achieving an almost $XXX billion yearly run rate. Applying the same XXXX% revenue growth rate for X more years means Monee's yearly run rate would be $XXX billion as of Q2 XX. For context that would put Monee at nearly 4x Garena's current size in Q2 2027"
X Link @emergingmktbull 2025-10-09T18:26Z XXX followers, 7991 engagements

"$SE CEO Forrest Li on Garena's revised guidance: "The main driver for this revised upward guidance is Free Fire." Extremely exciting that Free Fire is such an evergreen franchise while newer games are growing double digits annually Great news for Garena's future"
X Link @emergingmktbull 2025-10-13T16:57Z XXX followers, XXX engagements

"$NU has grown deposits in Mexico from essentially $X in Q2 2022 to $XXX billion in Q2 2025. In the same time frame $NU went from XXX million customers to XX million customers XX% of Mexico's adult population"
X Link @emergingmktbull 2025-10-09T17:52Z XXX followers, XXX engagements

"$DLO $WU During my trips to Argentina Ive gone to a @WesternUnion location to exchange my U.S. Dollars for Argentine Pesos sometimes waiting in line for over an hour to do so. While this may not be the most effective way to exchange dollars for pesos this is a common experience for travelers to Argentina one of my favorite countries to visit. $DLO has formed a partnership with $WU to expand the payment solutions available to remittance customers enabling them to optimize their experience when executing transfers. In 2024 the LATAM and Caribbean regions totaled $XXX billion in remittance"
X Link @emergingmktbull 2025-10-01T21:35Z XXX followers, XXX engagements

"$SE has surpassed $MELI's market cap. $SE: $XXX billion $MELI: $XXX Billion Which company hits a $XXX billion market cap first"
X Link @emergingmktbull 2025-10-08T14:46Z XXX followers, XXX engagements

"$SE CEO Forrest Li on Monee from the Q2 2025 earnings call: "Monee had another very strong quarter. Both revenue and adjusted EBITDA continued to grow more than XX% year-on-year and our loan portfolio remained healthy thanks to our prudent risk management. In the second quarter our loan book grew over XX% year-on-year to reach $XXX billion driven by both our expanding user base and our wider range of products addressing more user needs. We added over four million first-time borrowers during the quarter and our newer cohorts are scaling well with positive unit economics. At the end of the"
X Link @emergingmktbull 2025-10-07T15:56Z XXX followers, 2690 engagements

"$SE had such good traction on its VIP membership in Indonesia that it's expanding to Thailand and Vietnam Forrest also noted that $SE plans to expand the VIP offering to its other geographies before the end of the year. So far there are already X million members who purchase approximately XX% more after subscribing This is in addition to the high-margin recurring revenue $SE will receive from membership fees over time. $SE management said We see a very good potential there to be a meaningful program in our market comparable to other programs you see in other e-commerce or retailers in or out"
X Link @emergingmktbull 2025-10-13T17:13Z XXX followers, XXX engagements

"$SE CEO Forrest Li on Garena Q2 2025 earnings call: "We believe Free Fire has established itself as an evergreen franchise both sustaining its user engagement and growing its appeal in more markets globally. We're also committed to trying out new genres and new markets and testing the boundaries of future game experiences by embracing AI. Given all of this we are raising our full-year guidance for Garena and expect bookings to grow more than XX% in 2025 year-on-year.""
X Link @emergingmktbull 2025-10-08T01:55Z XXX followers, XXX engagements

"$DLO trading for 19.5x forward earnings. Since the beginning of 2022 the average forward earnings multiple is 30.1x. Pedro has aggressively pursued new revenue opportunities announcing partnership after partnership this year many of which will take time to have a meaningful impact on results. To me this seems like an undemanding multiple for a high-quality company with an elite CEO"
X Link @emergingmktbull 2025-10-04T21:22Z XXX followers, 2167 engagements

"$CAVA Meanwhile Chipotle $CMG has over XXX stores in these same states nearly double the stores $CAVA currently operates. Gives you an idea of how long $CAVA's growth runway could be. Idaho: XX Iowa: XX Kentucky: XX Minnesota: XX Mississippi: XX Montana: X Nebraska: XX Nevada: XX New Mexico: XX North Dakota: X Ohio: XXX Oregon: XX South Dakota: X Utah: XX Vermont: X Washington: XX West Virginia: XX Wyoming: 2"
X Link @emergingmktbull 2025-10-08T14:04Z XXX followers, XXX engagements

"$SE Monee's XX day+ NPL actually decreased year-over-year in Q2 2025 while growing loans outstanding by 90%. As of the end of Q2 $SE has nearly $X billion in off-book loans. If you look closely at the footnote it says: "Off-book loans principal outstanding mainly refers to channeling arrangements which is lending by other financial institutions on our platform." Exciting things are happening at Monee"
X Link @emergingmktbull 2025-10-07T16:08Z XXX followers, XXX engagements

"$MELI valuation is tasty at $2150/sh. At this level: Price to 2026 estimated free cash flow is 14.1x Price to 2026 estimated operating cash flow is 11.1x Ive purchased as high as $2390/sh. I liked it then. At $2150 and below I LOVE it. Under $2000 is 🔥🔥🔥"
X Link @emergingmktbull 2025-10-07T02:50Z XXX followers, XXX engagements

"Monee is the biggest part of my bull thesis for $SE right now. Shopee is still growing XXXX% y/y and still has a ways to go monetizing the ads business. But whats happening with Monee is the same exact thing as what happened with MercadoPago $MELI. X million first time borrowers were added in Q2. Meanwhile off platform loans grew XX% q/q in Malaysia and off platform personal loans outstanding almost doubled y/y. Monees growth will blow away expectations and grow into the regional powerhouse"
X Link @emergingmktbull 2025-10-09T19:08Z XXX followers, XXX engagements

"$MELI entering the online medicine market in Brazil 👀"
X Link @emergingmktbull 2025-10-09T19:55Z XXX followers, XXX engagements

"$MELI is growing monthly active fintech users XX% year over year. $NU growing customers XX% year over year (active in the last XX days). $INTR growing active customers XX% year over year"
X Link @emergingmktbull 2025-10-09T17:38Z XXX followers, 1666 engagements

"$SE @wolfofharcourt is correct. $SE's price increase is fundamentally driven. The market doesn't see the magnitude of profitable growth that Monee will achieve in the coming years. Loan book is growing XX% y/y with X million first-time borrowers during the 2nd quarter"
X Link @emergingmktbull 2025-10-08T14:22Z XXX followers, XXX engagements

"Pedro Arnt continues to cook delivering yet another VERY interesting partnership announcement for $DLO. $DLO is now partnering with XanderPay a fintech that specializes in hotel-related payments. The partnership spans XX markets: Argentina Brazil Chile China Colombia India Mexico Morocco Panama Peru Saudi Arabia Thailand Uruguay Cross-border hotel payments can carry fees from 3-7% so reducing friction in this industry can be a major vertical for $DLO in the future"
X Link @emergingmktbull 2025-10-03T01:07Z XXX followers, 2359 engagements

"$SE Garena Q2 '25: "Multiple key titles delivered double-digit YoY growth in the 2nd quarter including Free Fire Arena of Valor EA Sports FC Online and Call of Duty: Mobile" Free Fire is the current cash cow but what happens when other names grow 10%+ annually"
X Link @emergingmktbull 2025-10-08T01:54Z XXX followers, 1606 engagements