[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @GabGrowth Gab Gab posts on X about $grab, $tsm, $dlo, $cpng the most. They currently have XXXXXX followers and 1825 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1030436381779156993/interactions)  - X Week XXXXXXX +76% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +284% - X Year XXXXXXXXX +26,425% ### Mentions: XX [#](/creator/twitter::1030436381779156993/posts_active)  - X Week XXX +18% - X Month XXX -XX% - X Months XXXXX +74% - X Year XXXXX +1,390% ### Followers: XXXXXX [#](/creator/twitter::1030436381779156993/followers)  - X Week XXXXXX +1.80% - X Month XXXXXX +6.30% - X Months XXXXXX +157% - X Year XXXXXX +310% ### CreatorRank: XXXXXXX [#](/creator/twitter::1030436381779156993/influencer_rank)  ### Social Influence [#](/creator/twitter::1030436381779156993/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [$grab](/topic/$grab) #1, [$tsm](/topic/$tsm), [$dlo](/topic/$dlo), [$cpng](/topic/$cpng), [$se](/topic/$se), [hood](/topic/hood), [$coin](/topic/$coin), [$hood](/topic/$hood), [$meli](/topic/$meli), [ads](/topic/ads) **Top assets mentioned** [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Coupang, Inc. (CPNG)](/topic/$cpng) [Sea Limited (SE)](/topic/$se) [Mario Coin (COIN)](/topic/$coin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Solana (SOL)](/topic/$sol) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Carvana Co. (CVNA)](/topic/$cvna) [Fair Isaac, Corp. (FICO)](/topic/$fico) [ETHA Lend (ETHA)](/topic/$etha) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Walmart, Inc. (WMT)](/topic/$wmt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Lucid Group Inc (LCID)](/topic/$lcid) [Defi Technologies, Inc. (DEFT)](/topic/$deft) [Roku, Inc. (ROKU)](/topic/$roku) [Twilio, Inc. (TWLO)](/topic/$twlo) [DoorDash, Inc. (DASH)](/topic/doordash) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Eli Lilly and Company (LLY)](/topic/$lly) [DisChain (DIS)](/topic/$dis) [Nike Inc (NKE)](/topic/$nke) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts [#](/creator/twitter::1030436381779156993/posts) --- Top posts by engagements in the last XX hours "@davey_juice Incredible that NVDA is going to grow XXX% at their scale"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946387408871895167) 2025-07-19 01:51:35 UTC 14.6K followers, XXX engagements "CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945455333998227574) 2025-07-16 12:07:51 UTC 14.6K followers, 2700 engagements "Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944348331804618785) 2025-07-13 10:49:01 UTC 14.6K followers, 8056 engagements "Just published a mini-thesis on $CHA Chagee Its a premium milk tea brand that has grown store count from 200-6640 in X years. Im personally a huge fan of the product and have been amazed by the founders story. I think you will enjoy the short read too. 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942612793104163193) 2025-07-08 15:52:36 UTC 14.6K followers, 12.7K engagements "Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1941723707275378825) 2025-07-06 04:59:41 UTC 14.6K followers, 2698 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 $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946537435615363475) 2025-07-19 11:47:44 UTC 14.6K followers, 3970 engagements "12/ If you enjoyed this content please consider: 👉 Following @GabGrowth 👉 Subscribing to my Substack (Link in Bio) Thanks for reading"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1928456848023093505) 2025-05-30 14:21:56 UTC 14.6K followers, 1919 engagements "$GRAB Supporting the children of their Driver & Delivery-Partners Here is one of the recipients of their $10000 bond-free scholarship"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948241284608508396) 2025-07-24 04:38:13 UTC 14.6K followers, 5586 engagements "@FrameworkWisely $HOOD delisted $SOL at $XX causing their holders to miss out on 10x gains lets not give them too much credit. And this is coming from a $HOOD shareholder since $8"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946032340033282392) 2025-07-18 02:20:40 UTC 14.6K followers, XX engagements "@davey_juice Mostly alluding to guidance. With $ASML refusing to give guidance for 2025 would be a huge show of confidence if $TSM were to reiterate and even raise"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945664640459178032) 2025-07-17 01:59:33 UTC 14.6K followers, XXX 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](/creator/x/GabGrowth) on [X](/post/tweet/1946089197166907458) 2025-07-18 06:06:35 UTC 14.6K 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](/creator/x/GabGrowth) on [X](/post/tweet/1946737927096287439) 2025-07-20 01:04:25 UTC 14.6K followers, XXX engagements "@davey_juice Have shared them publicly multiple times on here and on substack (for free) These are the current holdings: $SE $MELI $TSLA $GRAB $TSM $HOOD $AMZN $CPNG $HIMS $COIN Subs get an update each month with my personal view on each"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942204813200216156) 2025-07-07 12:51:26 UTC 14.6K followers, XXX engagements "I like $UBER and think Dara is super sharp. But I think their recent actions feel more like desperation than a proper strategy. To me it seems like a scramble to stay relevant. Guess well find out in the next couple of years"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945861430257033456) 2025-07-17 15:01:31 UTC 14.6K followers, 3551 engagements "@cbmonk Oh sorry i thought you meant peak bull I think $120-$150 will be the low"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946553843761770507) 2025-07-19 12:52:56 UTC 14.6K followers, XX engagements "Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946425889346248969) 2025-07-19 04:24:29 UTC 14.5K followers, 4034 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](/creator/x/GabGrowth) on [X](/post/tweet/1944609559164977364) 2025-07-14 04:07:02 UTC 14.6K followers, 18.7K engagements "I wrote about the GrabAds business that I believe will be the 4th pillar for $GRAB Grab is uniquely positioned to take advantage of its capabilities to sell ads. Check out the article here:"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948063380281172213) 2025-07-23 16:51:17 UTC 14.6K followers, XXX engagements "3/ Why it can become $GRAB s 4th Pillar Ads is a potentially huge business with significant runway. Most importantly it is a great fit for $GRAB: X. GMV Leverage Grabs on-demand GMV in 2024 was $18.36B. A X% point increase in take-rate leads to a doubling of Grabs current ad revenue. X. Unique Data Moat Grab is in a unique position with its core segments generating location payment and SKU-level signals across food groceries rides and fintech data that other platforms simply cannot match. X. Closed Loop Attribution Real actual calculable ROI"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346335293755795) 2025-07-21 17:22:00 UTC 14.6K followers, XXX 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](/creator/x/GabGrowth) on [X](/post/tweet/1945725663522275685) 2025-07-17 06:02:02 UTC 14.6K followers, 4375 engagements "If this interests you check out my full deep dive on $TSM in the link below. I post deep dives earnings reviews market analysis and more 2-3x a week"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816557755740645) 2025-07-17 12:03:13 UTC 14.5K followers, 1008 engagements "Today we will see if $TSM is a level above $ASML this cycle. Earnings in X hours"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945647922160554063) 2025-07-17 00:53:07 UTC 14.6K followers, 5315 engagements "My conservative base case valuation for $DLO: Assumptions: - TPV growth: XX% XX% by 2030 - Take Rate: XXXX% XXXX% by 2030 - Op Margin: XX% XX% - X% Dilution XX% Tax - 20x PE on 2030 (Currently 23x) $DLO yields projected 5Y CAGR of XX% Stock is XX% undervalued at XX% discount rate. XX% of FCF returned via dividends. Strong opportunity imo"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945076459527451017) 2025-07-15 11:02:20 UTC 14.6K followers, 7962 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](/creator/x/GabGrowth) on [X](/post/tweet/1946395160692322424) 2025-07-19 02:22:23 UTC 14.6K followers, XXX engagements "9/ $TSM is not just the worlds most important chipmaker. It is the key to modern computing and the backbone of the AI wave. For the reasons above Im invested"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816554001817618) 2025-07-17 12:03:12 UTC 14.5K followers, XXX engagements "@LogicalThesis Agree quality stocks usually dont fall into the cheap category unless there is a fundamental change. $FICO good example"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947537002087518465) 2025-07-22 05:59:39 UTC 14.6K followers, XXX engagements "China is filled with food delivery platforms despite it being an inherently low margin business: Alibaba ByteDance Meituan JD DiDi I believe there are X reasons for that: (1) Food delivery is one of the keys to a SuperApp model: it brings users onto the platform cross-sells rides groceries hotels and more. (2) Building last-mile logistics becomes a moat that allows for expansion into various verticals that are much higher-margin without incremental investment. $GRAB owning XX% of the Food Delivery market in SEA is so overlooked. It gives them a moat that people only begin to realise years"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1937109660890440076) 2025-06-23 11:25:07 UTC 14.6K followers, 4221 engagements "This wont be popular. But yes everyone should visit China and check it out for themselves. No it isnt perfect no country is but at least youll be able to learn for yourself if youre being fed truths or lies"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948283540136661482) 2025-07-24 07:26:07 UTC 14.6K followers, 3175 engagements "$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1938732284930338831) 2025-06-27 22:52:51 UTC 14.6K followers, 11.1K 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](/creator/x/GabGrowth) on [X](/post/tweet/1946142504384184424) 2025-07-18 09:38:25 UTC 14.6K followers, 7622 engagements "Looking deeper into $ALAB thanks to @davey_juice for the share. Liking what im seeing so far might do a deep dive"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945532010359132534) 2025-07-16 17:12:32 UTC 14.6K followers, 2563 engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1947451860983685299) 2025-07-22 00:21:20 UTC 14.6K followers, 14K engagements "I dont think the $GOTO takeover happens. Catalysts i can see over the next 2-4 quarters: - Smaller value accretive acquisitions - Ads business gaining traction - Re-acceleration in core segments - Product Day releases driving cost efficiency leading to higher margins - GFin traction as more products are released - Large buyback announcement"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946932819202335051) 2025-07-20 13:58:51 UTC 14.5K followers, XXX engagements "Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage X breakout after X years. Now a stage X breakout after X months. I see some pretty clear catalysts in the coming months too"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946927406478209138) 2025-07-20 13:37:20 UTC 14.6K followers, 17.9K engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1946139972526104779) 2025-07-18 09:28:21 UTC 14.6K followers, 14.6K engagements "If investing was as easy as putting numbers into a spreadsheet we would all be rich. Remember: garbage in garbage out. My thesis on $GRAB is that the current core segments are merely a base on which its truly profitable businesses will be built on: Ads Financial Services Insurance etc Its current core segments have poor margins the emerging ones not so much"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947347352370745651) 2025-07-21 17:26:03 UTC 14.6K followers, XXX engagements "@EndicottInvests $HIMS $LLY was in the original draft but I decided to stick with names that would exacerbate the crisis not solve it 🤣"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946226062314340767) 2025-07-18 15:10:27 UTC 14.6K followers, XXX engagements "@zoomyzoomm @JeffBezos Tell that to Bill Gates Paul Allen etc If its a great company oftentimes the best thing to do is sit on your hands. Check out Steve Ballmers net worth relative to the two and where they started lol"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948238996812796114) 2025-07-24 04:29:08 UTC 14.6K followers, XX engagements "Sorry if my previous reply wasnt clear. My point was in reference to: I hope people understand that you make real money when others are panicked and sell things irrationally I am not in disagreement with you about US healthcare insurance it will be fine and will come back. My argument is that not every panic and sell-off is an opportunity to be bought hence the $NKE $DIS $PYPL references"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947227477262356660) 2025-07-21 09:29:42 UTC 14.6K followers, 1200 engagements "I wrote my extended thoughts on substack for paid subs including how large the Ad opportunity is for Grab and how I expect this to impact $GRAB the stock. If you enjoyed this and would like to learn more do consider subscribing. Thank you"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346359331246177) 2025-07-21 17:22:06 UTC 14.6K followers, 1538 engagements "$SE down nearly X% to prices not seen since Thursday. Has anyone seen any news regarding this though"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947291901755002927) 2025-07-21 13:45:42 UTC 14.6K followers, 8457 engagements "I discussed a series of smaller acquisitions $GRAB could potentially do along with my personal thoughts. ALL DATA-BASED as usual"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946144116640985495) 2025-07-18 09:44:49 UTC 14.6K followers, 2522 engagements "@wolfofharcourt Yep its really huge. Wechat is literally the most important app for Chinese consumers (those who have been to China can attest payments is insanely smooth there). In China Wechat is used to book everything rides flights hotels trains etc"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947959867227980277) 2025-07-23 09:59:58 UTC 14.6K followers, XXX engagements "$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 $50"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947543545163735255) 2025-07-22 06:25:39 UTC 14.6K followers, 5815 engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1948063376137175147) 2025-07-23 16:51:16 UTC 14.6K followers, 5256 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](/creator/x/GabGrowth) on [X](/post/tweet/1948284924093501480) 2025-07-24 07:31:37 UTC 14.6K followers, XXX engagements "Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945862455953125785) 2025-07-17 15:05:36 UTC 14.6K followers, 3646 engagements "1/ GrabAds Today GrabAds currently has 191000 monthly active advertisers on its platform up XX% YoY. Average spend grew XX% YoY driving Ad revenue to make up XXX% of Deliveries GMV as of Q1 2025. Grabs ad product breadth is extremely wide ranging from in-app sponsored listings search feed video display vouchers to offline formats (car wraps in-car screens etc) Grab keeps Ads revenue inside the Deliveries P&L for now but management has called it out as the primary driver of Deliveries margin expansion"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346312237920384) 2025-07-21 17:21:55 UTC 14.6K followers, XXX engagements "$GOTO investigated by Indonesian government over possible $610M graft case. Looks increasingly likely that $GRAB will stay clear of an acquisition. Im not sure what the consequences of this probe will be but its now unlikely that Danantara will be involved"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944351976042459281) 2025-07-13 11:03:30 UTC 14.6K followers, 6179 engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1947457415647269162) 2025-07-22 00:43:24 UTC 14.6K followers, 9522 engagements "$GRAB Q2 earnings will likely see higher revenue growth for the deliveries segment but lower margins due to Shared Saver and GrabFood for One"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944068162791911856) 2025-07-12 16:15:43 UTC 14.6K followers, 18.4K engagements "$TSM destroys EARNINGS again The Foundry that runs the World. $1T stock soon"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945723218100355104) 2025-07-17 05:52:19 UTC 14.6K followers, 3441 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](/creator/x/GabGrowth) on [X](/post/tweet/1941117744247918946) 2025-07-04 12:51:49 UTC 14.6K followers, 17.2K engagements "Just posted my dLocal deep dive While there are undoubtedly risks to the business I believe they are well priced in to the stock and I see a huge asymmetric risk/reward skew today at $XX. TPV is up 5.4x since IPO while stock is down 85%. Opportunity. 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944766107807838210) 2025-07-14 14:29:06 UTC 14.6K followers, 13.7K engagements "$FICO down XX% today as Fannie and Freddie allow use of VantageScore. My buy level is $1300"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942614918227976303) 2025-07-08 16:01:03 UTC 14.6K followers, 3723 engagements "Update: $SOL $XX - $XXX (6x) $COIN $XXX - $XXX (2.1x) $ETHA $XX - (+44%) Remember to take profits"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946037494400843969) 2025-07-18 02:41:08 UTC 14.6K followers, 1320 engagements "What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943345515816718629) 2025-07-10 16:24:11 UTC 14.6K followers, 14.9K engagements "Homework for the next week: $NBIS $CPNG (again) $LMND Share some tickers you think I might love"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1923938391789629530) 2025-05-18 03:07:12 UTC 14.6K followers, 23.1K engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1946714119954223584) 2025-07-19 23:29:49 UTC 14.6K followers, 13.7K engagements "@RegulatedLegacy Didnt see the news about app usage could be though feels like an overreaction. Added fee should be a positive"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947293265025446083) 2025-07-21 13:51:07 UTC 14.6K followers, 1931 engagements "@KrisPatel99 I agree there are certainly opportunities to be had during panics but this feels like survivorship bias to me. Disney Nike Paypal come to mind"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947131890420654162) 2025-07-21 03:09:53 UTC 14.6K followers, 3064 engagements "Lets talk about $GRAB GrabAds. $216M run-rate business growing XX% YoY. I believe this could be the greatest contributor to Grabs bottom-line within the next X years. 🧵👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346298950095348) 2025-07-21 17:21:52 UTC 14.6K followers, 14.1K engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1947257071868497965) 2025-07-21 11:27:18 UTC 14.6K followers, 17.9K engagements "The $OPEN sample size of $CVNA is incredible"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948304218017648909) 2025-07-24 08:48:17 UTC 14.6K followers, 1750 engagements "New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946217594060673479) 2025-07-18 14:36:48 UTC 14.6K followers, 2921 engagements "Seems $HOOD users are getting early access to the $FIG IPO @vladtenev"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947614614482796835) 2025-07-22 11:08:03 UTC 14.6K followers, 3218 engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1948021316290039987) 2025-07-23 14:04:08 UTC 14.6K followers, 14.3K engagements "$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943255655806013529) 2025-07-10 10:27:06 UTC 14.6K followers, 2394 engagements "$IBKR +5% AH Very strong results as expected. Revenue up XXXX% (huge beat $1.48B v $1.36B est) EPS $XXXX v $XXXX est Bodes well for $HOOD and explains why the stock has constantly been running up (including tokenisation SEC dereg etc)"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946042946882838800) 2025-07-18 03:02:48 UTC 14.6K followers, 2162 engagements "@Unravel_2000 You make a great point which is likely why online grocery penetration is still low since the older generation are the ones cooking now. The younger gen have zero patience for that or even the know how 🤣 So i expect that to be a tailwind"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1948172180979917094) 2025-07-24 00:03:37 UTC 14.6K followers, XX engagements "$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945147753384042882) 2025-07-15 15:45:38 UTC 14.6K followers, 2766 engagements "$COIN likely has a shot at going for its $XXX ATH price this week. Above that and its anyones guess how high it goes"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944605586559320403) 2025-07-14 03:51:15 UTC 14.6K followers, 4075 engagements "$DLO to report Q2 earnings on 13th August"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945140656684372311) 2025-07-15 15:17:26 UTC 14.6K followers, 2774 engagements "5/ Competitive Advantages TSMCs moat is deep and wide. More importantly it continues to expand. - Tech Lead: No one else is shipping 3nm chips at scale. Its closest rivals Intel and Samsung lag by years. - Customer Lock-In: Customers build chip designs tightly around TSMCs manufacturing specs. They are co-dependent and switching costs are high. - Capacity & Reliability: TSMC has always delivered high yield on-time and confidentially. This makes it the go-to fab"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816528613675114) 2025-07-17 12:03:06 UTC 14.6K followers, XX engagements "I am long $SOL $COIN $BTC $ETHA in that order. The past few months have been a period of accumulation for me specifically $COIN $ETHA While prices have been at elevated levels compared to the trough in 2022 quite literally nobody in real life (family friends acquaintances) is talking about Crypto. I find that to be the strongest signal and one that I use often. My personal belief is that we are set up for a blow-off top in Q4 2025. Below is my cost basis & price target for each asset: $SOL: $XX - $XXX $COIN: $XXX - $XXX $BTC: Not important will hold throughout $ETHA: $XX - $XX * $SOL: already"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943121557276233814) 2025-07-10 01:34:15 UTC 14.6K followers, 3782 engagements "4/ Why Ads could be the most profitable business Digital Ads are structurally high margin businesses. Some of the greatest businesses today with insanely high margins are fundamentally ad businesses. Think $GOOGL $META $AMZN What all these businesses have in common is they own the ad platform the checkout/delivery system and the user relationship. This means they dont need to rely on third-party data. Instead they have proprietary information to inform brands about purchase behaviours and ROAS. $GRAB is no different. Assuming it achieves a base-case of X% take-rate on on-demand GMV in 2027"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1947346348006604870) 2025-07-21 17:22:03 UTC 14.6K followers, 1749 engagements "$GRAB up over XX% in European Markets this morning 👀"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1891430030615453792) 2025-02-17 10:10:35 UTC 14.6K followers, 131.6K 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](/creator/x/GabGrowth) on [X](/post/tweet/1947346323151401122) 2025-07-21 17:21:58 UTC 14.6K followers, XXX engagements "@riyadosofian $GRAB $SE $DLO for me $ZETA $LMND on the watchlist"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945812191044944153) 2025-07-17 11:45:52 UTC 14.6K followers, XXX engagements "$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](/creator/x/GabGrowth) on [X](/post/tweet/1947230691374006454) 2025-07-21 09:42:29 UTC 14.6K followers, 3377 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GabGrowth Gab
Gab posts on X about $grab, $tsm, $dlo, $cpng the most. They currently have XXXXXX followers and 1825 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +76%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +284%
- X Year XXXXXXXXX +26,425%
Mentions: XX #
- X Week XXX +18%
- X Month XXX -XX%
- X Months XXXXX +74%
- X Year XXXXX +1,390%
Followers: XXXXXX #
- X Week XXXXXX +1.80%
- X Month XXXXXX +6.30%
- X Months XXXXXX +157%
- X Year XXXXXX +310%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance countries exchanges cryptocurrencies automotive brands fashion brands currencies travel destinations
Social topic influence $grab #1, $tsm, $dlo, $cpng, $se, hood, $coin, $hood, $meli, ads
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Taiwan Semiconductor (TSM) DLocal Limited Class A Common Shares (DLO) Coupang, Inc. (CPNG) Sea Limited (SE) Mario Coin (COIN) Robinhood Markets, Inc. (HOOD) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) Solana (SOL) Hims & Hers Health, Inc. (HIMS) Uber Technologies, Inc. (UBER) Metadium (META) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) Carvana Co. (CVNA) Fair Isaac, Corp. (FICO) ETHA Lend (ETHA) Lemonade, Inc. (LMND) Walmart, Inc. (WMT) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Broadcom, Inc. (AVGO) Lucid Group Inc (LCID) Defi Technologies, Inc. (DEFT) Roku, Inc. (ROKU) Twilio, Inc. (TWLO) DoorDash, Inc. (DASH) Astera Labs, Inc. Common Stock (ALAB) Eli Lilly and Company (LLY) DisChain (DIS) Nike Inc (NKE) PayPal Holdings Inc (PYPL) Adobe, Inc. (ADBE)
Top Social Posts #
Top posts by engagements in the last XX hours
"@davey_juice Incredible that NVDA is going to grow XXX% at their scale"
@GabGrowth on X 2025-07-19 01:51:35 UTC 14.6K followers, XXX engagements
"CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses" @GabGrowth on X 2025-07-16 12:07:51 UTC 14.6K followers, 2700 engagements
"Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours" @GabGrowth on X 2025-07-13 10:49:01 UTC 14.6K followers, 8056 engagements
"Just published a mini-thesis on $CHA Chagee Its a premium milk tea brand that has grown store count from 200-6640 in X years. Im personally a huge fan of the product and have been amazed by the founders story. I think you will enjoy the short read too. 👇" @GabGrowth on X 2025-07-08 15:52:36 UTC 14.6K followers, 12.7K engagements
"Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible" @GabGrowth on X 2025-07-06 04:59:41 UTC 14.6K followers, 2698 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 $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven" @GabGrowth on X 2025-07-19 11:47:44 UTC 14.6K followers, 3970 engagements
"12/ If you enjoyed this content please consider: 👉 Following @GabGrowth 👉 Subscribing to my Substack (Link in Bio) Thanks for reading" @GabGrowth on X 2025-05-30 14:21:56 UTC 14.6K followers, 1919 engagements
"$GRAB Supporting the children of their Driver & Delivery-Partners Here is one of the recipients of their $10000 bond-free scholarship" @GabGrowth on X 2025-07-24 04:38:13 UTC 14.6K followers, 5586 engagements
"@FrameworkWisely $HOOD delisted $SOL at $XX causing their holders to miss out on 10x gains lets not give them too much credit. And this is coming from a $HOOD shareholder since $8" @GabGrowth on X 2025-07-18 02:20:40 UTC 14.6K followers, XX engagements
"@davey_juice Mostly alluding to guidance. With $ASML refusing to give guidance for 2025 would be a huge show of confidence if $TSM were to reiterate and even raise" @GabGrowth on X 2025-07-17 01:59:33 UTC 14.6K followers, XXX 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 on X 2025-07-18 06:06:35 UTC 14.6K 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 on X 2025-07-20 01:04:25 UTC 14.6K followers, XXX engagements
"@davey_juice Have shared them publicly multiple times on here and on substack (for free) These are the current holdings: $SE $MELI $TSLA $GRAB $TSM $HOOD $AMZN $CPNG $HIMS $COIN Subs get an update each month with my personal view on each" @GabGrowth on X 2025-07-07 12:51:26 UTC 14.6K followers, XXX engagements
"I like $UBER and think Dara is super sharp. But I think their recent actions feel more like desperation than a proper strategy. To me it seems like a scramble to stay relevant. Guess well find out in the next couple of years" @GabGrowth on X 2025-07-17 15:01:31 UTC 14.6K followers, 3551 engagements
"@cbmonk Oh sorry i thought you meant peak bull I think $120-$150 will be the low" @GabGrowth on X 2025-07-19 12:52:56 UTC 14.6K followers, XX engagements
"Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀" @GabGrowth on X 2025-07-19 04:24:29 UTC 14.5K followers, 4034 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 on X 2025-07-14 04:07:02 UTC 14.6K followers, 18.7K engagements
"I wrote about the GrabAds business that I believe will be the 4th pillar for $GRAB Grab is uniquely positioned to take advantage of its capabilities to sell ads. Check out the article here:" @GabGrowth on X 2025-07-23 16:51:17 UTC 14.6K followers, XXX engagements
"3/ Why it can become $GRAB s 4th Pillar Ads is a potentially huge business with significant runway. Most importantly it is a great fit for $GRAB: X. GMV Leverage Grabs on-demand GMV in 2024 was $18.36B. A X% point increase in take-rate leads to a doubling of Grabs current ad revenue. X. Unique Data Moat Grab is in a unique position with its core segments generating location payment and SKU-level signals across food groceries rides and fintech data that other platforms simply cannot match. X. Closed Loop Attribution Real actual calculable ROI" @GabGrowth on X 2025-07-21 17:22:00 UTC 14.6K followers, XXX 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 on X 2025-07-17 06:02:02 UTC 14.6K followers, 4375 engagements
"If this interests you check out my full deep dive on $TSM in the link below. I post deep dives earnings reviews market analysis and more 2-3x a week" @GabGrowth on X 2025-07-17 12:03:13 UTC 14.5K followers, 1008 engagements
"Today we will see if $TSM is a level above $ASML this cycle. Earnings in X hours" @GabGrowth on X 2025-07-17 00:53:07 UTC 14.6K followers, 5315 engagements
"My conservative base case valuation for $DLO: Assumptions: - TPV growth: XX% XX% by 2030 - Take Rate: XXXX% XXXX% by 2030 - Op Margin: XX% XX% - X% Dilution XX% Tax - 20x PE on 2030 (Currently 23x) $DLO yields projected 5Y CAGR of XX% Stock is XX% undervalued at XX% discount rate. XX% of FCF returned via dividends. Strong opportunity imo" @GabGrowth on X 2025-07-15 11:02:20 UTC 14.6K followers, 7962 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 on X 2025-07-19 02:22:23 UTC 14.6K followers, XXX engagements
"9/ $TSM is not just the worlds most important chipmaker. It is the key to modern computing and the backbone of the AI wave. For the reasons above Im invested" @GabGrowth on X 2025-07-17 12:03:12 UTC 14.5K followers, XXX engagements
"@LogicalThesis Agree quality stocks usually dont fall into the cheap category unless there is a fundamental change. $FICO good example" @GabGrowth on X 2025-07-22 05:59:39 UTC 14.6K followers, XXX engagements
"China is filled with food delivery platforms despite it being an inherently low margin business: Alibaba ByteDance Meituan JD DiDi I believe there are X reasons for that: (1) Food delivery is one of the keys to a SuperApp model: it brings users onto the platform cross-sells rides groceries hotels and more. (2) Building last-mile logistics becomes a moat that allows for expansion into various verticals that are much higher-margin without incremental investment. $GRAB owning XX% of the Food Delivery market in SEA is so overlooked. It gives them a moat that people only begin to realise years" @GabGrowth on X 2025-06-23 11:25:07 UTC 14.6K followers, 4221 engagements
"This wont be popular. But yes everyone should visit China and check it out for themselves. No it isnt perfect no country is but at least youll be able to learn for yourself if youre being fed truths or lies" @GabGrowth on X 2025-07-24 07:26:07 UTC 14.6K followers, 3175 engagements
"$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout" @GabGrowth on X 2025-06-27 22:52:51 UTC 14.6K followers, 11.1K 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 on X 2025-07-18 09:38:25 UTC 14.6K followers, 7622 engagements
"Looking deeper into $ALAB thanks to @davey_juice for the share. Liking what im seeing so far might do a deep dive" @GabGrowth on X 2025-07-16 17:12:32 UTC 14.6K followers, 2563 engagements
"$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 on X 2025-07-22 00:21:20 UTC 14.6K followers, 14K engagements
"I dont think the $GOTO takeover happens. Catalysts i can see over the next 2-4 quarters: - Smaller value accretive acquisitions - Ads business gaining traction - Re-acceleration in core segments - Product Day releases driving cost efficiency leading to higher margins - GFin traction as more products are released - Large buyback announcement" @GabGrowth on X 2025-07-20 13:58:51 UTC 14.5K followers, XXX engagements
"Im biased BUT the $GRAB chart genuinely looks incredible. We had a stage X breakout after X years. Now a stage X breakout after X months. I see some pretty clear catalysts in the coming months too" @GabGrowth on X 2025-07-20 13:37:20 UTC 14.6K followers, 17.9K engagements
"$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 on X 2025-07-18 09:28:21 UTC 14.6K followers, 14.6K engagements
"If investing was as easy as putting numbers into a spreadsheet we would all be rich. Remember: garbage in garbage out. My thesis on $GRAB is that the current core segments are merely a base on which its truly profitable businesses will be built on: Ads Financial Services Insurance etc Its current core segments have poor margins the emerging ones not so much" @GabGrowth on X 2025-07-21 17:26:03 UTC 14.6K followers, XXX engagements
"@EndicottInvests $HIMS $LLY was in the original draft but I decided to stick with names that would exacerbate the crisis not solve it 🤣" @GabGrowth on X 2025-07-18 15:10:27 UTC 14.6K followers, XXX engagements
"@zoomyzoomm @JeffBezos Tell that to Bill Gates Paul Allen etc If its a great company oftentimes the best thing to do is sit on your hands. Check out Steve Ballmers net worth relative to the two and where they started lol" @GabGrowth on X 2025-07-24 04:29:08 UTC 14.6K followers, XX engagements
"Sorry if my previous reply wasnt clear. My point was in reference to: I hope people understand that you make real money when others are panicked and sell things irrationally I am not in disagreement with you about US healthcare insurance it will be fine and will come back. My argument is that not every panic and sell-off is an opportunity to be bought hence the $NKE $DIS $PYPL references" @GabGrowth on X 2025-07-21 09:29:42 UTC 14.6K followers, 1200 engagements
"I wrote my extended thoughts on substack for paid subs including how large the Ad opportunity is for Grab and how I expect this to impact $GRAB the stock. If you enjoyed this and would like to learn more do consider subscribing. Thank you" @GabGrowth on X 2025-07-21 17:22:06 UTC 14.6K followers, 1538 engagements
"$SE down nearly X% to prices not seen since Thursday. Has anyone seen any news regarding this though" @GabGrowth on X 2025-07-21 13:45:42 UTC 14.6K followers, 8457 engagements
"I discussed a series of smaller acquisitions $GRAB could potentially do along with my personal thoughts. ALL DATA-BASED as usual" @GabGrowth on X 2025-07-18 09:44:49 UTC 14.6K followers, 2522 engagements
"@wolfofharcourt Yep its really huge. Wechat is literally the most important app for Chinese consumers (those who have been to China can attest payments is insanely smooth there). In China Wechat is used to book everything rides flights hotels trains etc" @GabGrowth on X 2025-07-23 09:59:58 UTC 14.6K followers, XXX engagements
"$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 $50" @GabGrowth on X 2025-07-22 06:25:39 UTC 14.6K followers, 5815 engagements
"$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 on X 2025-07-23 16:51:16 UTC 14.6K followers, 5256 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 on X 2025-07-24 07:31:37 UTC 14.6K followers, XXX engagements
"Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall" @GabGrowth on X 2025-07-17 15:05:36 UTC 14.6K followers, 3646 engagements
"1/ GrabAds Today GrabAds currently has 191000 monthly active advertisers on its platform up XX% YoY. Average spend grew XX% YoY driving Ad revenue to make up XXX% of Deliveries GMV as of Q1 2025. Grabs ad product breadth is extremely wide ranging from in-app sponsored listings search feed video display vouchers to offline formats (car wraps in-car screens etc) Grab keeps Ads revenue inside the Deliveries P&L for now but management has called it out as the primary driver of Deliveries margin expansion" @GabGrowth on X 2025-07-21 17:21:55 UTC 14.6K followers, XXX engagements
"$GOTO investigated by Indonesian government over possible $610M graft case. Looks increasingly likely that $GRAB will stay clear of an acquisition. Im not sure what the consequences of this probe will be but its now unlikely that Danantara will be involved" @GabGrowth on X 2025-07-13 11:03:30 UTC 14.6K followers, 6179 engagements
"$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 on X 2025-07-22 00:43:24 UTC 14.6K followers, 9522 engagements
"$GRAB Q2 earnings will likely see higher revenue growth for the deliveries segment but lower margins due to Shared Saver and GrabFood for One" @GabGrowth on X 2025-07-12 16:15:43 UTC 14.6K followers, 18.4K engagements
"$TSM destroys EARNINGS again The Foundry that runs the World. $1T stock soon" @GabGrowth on X 2025-07-17 05:52:19 UTC 14.6K followers, 3441 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 on X 2025-07-04 12:51:49 UTC 14.6K followers, 17.2K engagements
"Just posted my dLocal deep dive While there are undoubtedly risks to the business I believe they are well priced in to the stock and I see a huge asymmetric risk/reward skew today at $XX. TPV is up 5.4x since IPO while stock is down 85%. Opportunity. 👇" @GabGrowth on X 2025-07-14 14:29:06 UTC 14.6K followers, 13.7K engagements
"$FICO down XX% today as Fannie and Freddie allow use of VantageScore. My buy level is $1300" @GabGrowth on X 2025-07-08 16:01:03 UTC 14.6K followers, 3723 engagements
"Update: $SOL $XX - $XXX (6x) $COIN $XXX - $XXX (2.1x) $ETHA $XX - (+44%) Remember to take profits" @GabGrowth on X 2025-07-18 02:41:08 UTC 14.6K followers, 1320 engagements
"What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw" @GabGrowth on X 2025-07-10 16:24:11 UTC 14.6K followers, 14.9K engagements
"Homework for the next week: $NBIS $CPNG (again) $LMND Share some tickers you think I might love" @GabGrowth on X 2025-05-18 03:07:12 UTC 14.6K followers, 23.1K engagements
"$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 on X 2025-07-19 23:29:49 UTC 14.6K followers, 13.7K engagements
"@RegulatedLegacy Didnt see the news about app usage could be though feels like an overreaction. Added fee should be a positive" @GabGrowth on X 2025-07-21 13:51:07 UTC 14.6K followers, 1931 engagements
"@KrisPatel99 I agree there are certainly opportunities to be had during panics but this feels like survivorship bias to me. Disney Nike Paypal come to mind" @GabGrowth on X 2025-07-21 03:09:53 UTC 14.6K followers, 3064 engagements
"Lets talk about $GRAB GrabAds. $216M run-rate business growing XX% YoY. I believe this could be the greatest contributor to Grabs bottom-line within the next X years. 🧵👇" @GabGrowth on X 2025-07-21 17:21:52 UTC 14.6K followers, 14.1K engagements
"$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 on X 2025-07-21 11:27:18 UTC 14.6K followers, 17.9K engagements
"The $OPEN sample size of $CVNA is incredible" @GabGrowth on X 2025-07-24 08:48:17 UTC 14.6K followers, 1750 engagements
"New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇" @GabGrowth on X 2025-07-18 14:36:48 UTC 14.6K followers, 2921 engagements
"Seems $HOOD users are getting early access to the $FIG IPO @vladtenev" @GabGrowth on X 2025-07-22 11:08:03 UTC 14.6K followers, 3218 engagements
"$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 on X 2025-07-23 14:04:08 UTC 14.6K followers, 14.3K engagements
"$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇" @GabGrowth on X 2025-07-10 10:27:06 UTC 14.6K followers, 2394 engagements
"$IBKR +5% AH Very strong results as expected. Revenue up XXXX% (huge beat $1.48B v $1.36B est) EPS $XXXX v $XXXX est Bodes well for $HOOD and explains why the stock has constantly been running up (including tokenisation SEC dereg etc)" @GabGrowth on X 2025-07-18 03:02:48 UTC 14.6K followers, 2162 engagements
"@Unravel_2000 You make a great point which is likely why online grocery penetration is still low since the older generation are the ones cooking now. The younger gen have zero patience for that or even the know how 🤣 So i expect that to be a tailwind" @GabGrowth on X 2025-07-24 00:03:37 UTC 14.6K followers, XX engagements
"$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇" @GabGrowth on X 2025-07-15 15:45:38 UTC 14.6K followers, 2766 engagements
"$COIN likely has a shot at going for its $XXX ATH price this week. Above that and its anyones guess how high it goes" @GabGrowth on X 2025-07-14 03:51:15 UTC 14.6K followers, 4075 engagements
"$DLO to report Q2 earnings on 13th August" @GabGrowth on X 2025-07-15 15:17:26 UTC 14.6K followers, 2774 engagements
"5/ Competitive Advantages TSMCs moat is deep and wide. More importantly it continues to expand. - Tech Lead: No one else is shipping 3nm chips at scale. Its closest rivals Intel and Samsung lag by years. - Customer Lock-In: Customers build chip designs tightly around TSMCs manufacturing specs. They are co-dependent and switching costs are high. - Capacity & Reliability: TSMC has always delivered high yield on-time and confidentially. This makes it the go-to fab" @GabGrowth on X 2025-07-17 12:03:06 UTC 14.6K followers, XX engagements
"I am long $SOL $COIN $BTC $ETHA in that order. The past few months have been a period of accumulation for me specifically $COIN $ETHA While prices have been at elevated levels compared to the trough in 2022 quite literally nobody in real life (family friends acquaintances) is talking about Crypto. I find that to be the strongest signal and one that I use often. My personal belief is that we are set up for a blow-off top in Q4 2025. Below is my cost basis & price target for each asset: $SOL: $XX - $XXX $COIN: $XXX - $XXX $BTC: Not important will hold throughout $ETHA: $XX - $XX * $SOL: already" @GabGrowth on X 2025-07-10 01:34:15 UTC 14.6K followers, 3782 engagements
"4/ Why Ads could be the most profitable business Digital Ads are structurally high margin businesses. Some of the greatest businesses today with insanely high margins are fundamentally ad businesses. Think $GOOGL $META $AMZN What all these businesses have in common is they own the ad platform the checkout/delivery system and the user relationship. This means they dont need to rely on third-party data. Instead they have proprietary information to inform brands about purchase behaviours and ROAS. $GRAB is no different. Assuming it achieves a base-case of X% take-rate on on-demand GMV in 2027" @GabGrowth on X 2025-07-21 17:22:03 UTC 14.6K followers, 1749 engagements
"$GRAB up over XX% in European Markets this morning 👀" @GabGrowth on X 2025-02-17 10:10:35 UTC 14.6K followers, 131.6K 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 on X 2025-07-21 17:21:58 UTC 14.6K followers, XXX engagements
"@riyadosofian $GRAB $SE $DLO for me $ZETA $LMND on the watchlist" @GabGrowth on X 2025-07-17 11:45:52 UTC 14.6K followers, XXX engagements
"$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 on X 2025-07-21 09:42:29 UTC 14.6K followers, 3377 engagements