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@the_zack_zhu Avatar @the_zack_zhu Zack Zhu

Zack Zhu posts on X about $se, $meli, brazil, all the 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% countries XXXXX% finance XXXXX% technology brands XXXX% social networks XXXX%

Social topic influence $se #9, $meli #27, brazil #1506, all the 5.41%, $hims #216, $babas #2, taiwan #905, $amzn 2.7%, $1200month 2.7%, mental health XXX%

Top accounts mentioned or mentioned by @tylerehand @potus @johngfriedman @wallstengine @mrjeffu @chieftainstonks @insearchofpar @epicantelope @moonstonecaptl @jerbearrn @wearehims @wearehers @lsthirdact @thebarontas

Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Basically telling us you have never even think of entering a top college and have no idea what a good college is like"
X Link @the_zack_zhu 2025-10-12T13:41Z XXX followers, XXX engagements

"Wait until $MELI shareholders learn about $SE operation in Brazil. The vibes will change"
X Link @the_zack_zhu 2025-10-04T13:36Z XXX followers, XXX engagements

"If they can pay $1200/month why will they willing to live at home. - and they already pay their rent with their mental health"
X Link @the_zack_zhu 2025-10-12T04:44Z XXX followers, XXX engagements

"$MELI likely scenario in e commerce business is to stop growing after three years and lose more and more market. In the long term it will probably still be a good business with the current GMV and other business. But its wont be nearly as profitable as $SE"
X Link @the_zack_zhu 2025-10-13T14:21Z XXX followers, XXX engagements

"$HIMS might accidentally become one of the biggest CPG companies by accident"
X Link @the_zack_zhu 2025-10-12T03:11Z XXX followers, XXX engagements

"But $MELI is facing innovators dilemma rationally $MELI need to give up all the margins they take in all these years and rebuild the whole platform to have lower cost to serve to compete But giving up its profit business is not actually doable"
X Link @the_zack_zhu 2025-10-13T14:16Z XXX followers, XXX engagements

"Most investor things $SE financial arm Monee is using $MELI playbook. ITS NOT. $SE is using $BABAs Ant Financials playbook in China. Ant Financials is the parent of Alipay. The biggest fintech company in the world"
X Link @the_zack_zhu 2025-10-13T15:30Z XXX followers, XXX engagements

"Its a long journey for $SE to upscale its platform capability and to accumulate higher quality sellers and wealthy buyers. But $SE has succeed in all of its first X markets"
X Link @the_zack_zhu 2025-10-13T14:09Z XXX followers, XXX engagements

"Taiwan is even worst Taiwan is expecting a GDP growth of XXX% export of computer data center related export had grow a staggering 130%. In Taiwan only the TSMC economy is growing. There are two worlds"
X Link @the_zack_zhu 2025-10-13T08:30Z XXX followers, XX engagements

"@ChieftainStonks I dont actually know I buy it in XX its nearly 5x. It already near by target price although $MELI isnt a formidable competitor but TikTok is. TikTok Shop got structural advantage over $SE. I think the target price might depends on YouTube. Hard to say in five years"
X Link @the_zack_zhu 2025-10-13T14:47Z XXX followers, XXX engagements

"I will be surprise if $MELI e-commerce market share in Brazil is over XX% in 2030. Its an old company that operate in a vacuum thats the most important reason they grow so much and being so profitable. $SE will surpass $MELI in Brazil in two years. Other things will follow"
X Link @the_zack_zhu 2025-10-13T13:07Z XXX followers, XXX engagements

"Actually the whole $SE Shopee business is a replicate and localize version of $BABAs Taobao + Tmall. Its an extremely downgrade version of it. Taobao is way too advance compared to $SE Shopee"
X Link @the_zack_zhu 2025-10-13T15:32Z XXX followers, XXX engagements

"$SE competition $MELI with in Brazil is a text book example of low end disruption. $SE start it journey by selling cheap product to the low income customer that $MELI ignore. $SE build its cost structure around low cost to serve and move up the value stack"
X Link @the_zack_zhu 2025-10-13T14:01Z XXX followers, XXX engagements

"Shopee Brazil are still growing XX% in recent quarters. Shopee Brazil $SE has more order volume than $MELI. Shopee Brazil now not only have structurally lower prices in products and also have structurally lower logistics cost compared to $MELI. Shopee Brazil achieved wonderful growth while maintain its profitably. $MELI biggest market is XXX% on fire"
X Link @the_zack_zhu 2025-10-05T11:13Z XXX followers, XXX engagements

"The lesson of history is that no one learns from history $MELI"
X Link @the_zack_zhu 2025-10-13T14:23Z XXX followers, XXX engagements

"Now with growing platform capability of $SE in Brazil the customer and product have finally overlap with $MELI in a meaningful way. Thats why $MELI started a price war in June"
X Link @the_zack_zhu 2025-10-13T14:12Z XXX followers, XXX engagements

"@JerBearRN @wearehims @wearehers Maybe she is really retired or really wanted a long vacation There are still interactions with $HIMS CEO on linkedin"
X Link @the_zack_zhu 2025-10-14T03:12Z XXX followers, XX engagements

"$SE has do the same playbook in X different market. It takes $SE X years to become the leader in Taiwan a tiny island with 23M population. Now $SE have over XX% of the EC market share in Taiwan. Its at least X times bigger than the next player"
X Link @the_zack_zhu 2025-10-13T14:06Z XXX followers, XXX engagements