[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 $se, $meli, $grab, $dlo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1030436381779156993/interactions)  - X Week XXXXXXX +96% - X Month XXXXXXXXX +87% - X Months XXXXXXXXX +66% - X Year XXXXXXXXX +9,964% ### Mentions: XX [#](/creator/twitter::1030436381779156993/posts_active)  - X Week XXX +8.80% - X Month XXX +20% - X Months XXXXX +17% - X Year XXXXX +764% ### Followers: XXXXXX [#](/creator/twitter::1030436381779156993/followers)  - X Week XXXXXX +1.10% - X Month XXXXXX +8.60% - X Months XXXXXX +50% - X Year XXXXXX +391% ### CreatorRank: XXXXXXX [#](/creator/twitter::1030436381779156993/influencer_rank)  ### Social Influence [#](/creator/twitter::1030436381779156993/influence) --- **Social category influence** [stocks](/list/stocks) #1948 [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXX% [technology brands](/list/technology-brands) XXX% [automotive brands](/list/automotive-brands) XXX% **Social topic influence** [$se](/topic/$se) #2, [$meli](/topic/$meli) #6, [$grab](/topic/$grab) #14, [$dlo](/topic/$dlo) #25, [$intr](/topic/$intr) #7, [deep dive](/topic/deep-dive) #555, [$nu](/topic/$nu) #47, [stocks](/topic/stocks) 0.7%, [$glxy](/topic/$glxy) #126, [$fico](/topic/$fico) #19 **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@davey_juice](/creator/undefined) [@daveyjuice](/creator/undefined) [@nebhol89](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@tacticzh](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@frameworkwisely](/creator/undefined) [@fintegrate](/creator/undefined) [@riyadosofian](/creator/undefined) [@knightcharo](/creator/undefined) [@sheslee](/creator/undefined) [@sachivm99](/creator/undefined) [@zkpercipio](/creator/undefined) [@hypertechinvest](/creator/undefined) [@samsolid57](/creator/undefined) [@o_bhaina](/creator/undefined) [@topieero](/creator/undefined) [@cdduagusc](/creator/undefined) [@ozymandiasricky](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Interlay (INTR)](/topic/$intr) [NuCypher (NU)](/topic/$nu) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GameStop, Corp. (GME)](/topic/$gme) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Block, Inc. (XYZ)](/topic/$xyz) [Wing Finance (WING)](/topic/$wing) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Strategy (MSTR)](/topic/$mstr) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Crocs, Inc. (CROX)](/topic/$crox) ### Top Social Posts [#](/creator/twitter::1030436381779156993/posts) --- Top posts by engagements in the last XX hours "First sensible thing Pulte has said re $FICO" [X Link](https://x.com/GabGrowth/status/1977798291137155431) [@GabGrowth](/creator/x/GabGrowth) 2025-10-13T18:07Z 18.2K followers, 5841 engagements "Ive been seeing people worry about $MELI getting hit by political instability in Argentina and competitive pressure from Temu/Shopee/Amazon. Heres why Im not worried: $MELI thrives in chaos. This is a business that has survived countless crises since the late 1990s from hyperinflation and currency controls to debt defaults and political swings. It was founded in 1999 right before Argentina's 2001 debt default and currency collapse. It survived the 2008 financial crisis Brazil's 2015-16 recession and Argentina's repeated bouts of hyperinflation and capital controls. The stock has seen 30%" [X Link](https://x.com/GabGrowth/status/1978833419036733936) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T14:40Z 18.3K followers, 32K engagements "$SE Im buying heavy soon. Patience. If it comes it comes" [X Link](https://x.com/GabGrowth/status/1979158540297343030) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:12Z 18.3K followers, 4245 engagements "I agree. My latest deep dive was on $INTR and I liked the valuation managements honesty and conservatism and the accelerating top-line. But very difficult to fight against someone like $NU that is the top dog and first mover. Still think it does well returns wise but hard to justify it being a 5+year investment" [X Link](https://x.com/GabGrowth/status/1968856418183954496) [@GabGrowth](/creator/x/GabGrowth) 2025-09-19T01:55Z 18.2K followers, XXX engagements "If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months" [X Link](https://x.com/GabGrowth/status/1971564002745696394) [@GabGrowth](/creator/x/GabGrowth) 2025-09-26T13:14Z 18.3K followers, 7363 engagements "$DLO has had a TON of developments in 2025. Let's break it down ๐ XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team." [X Link](https://x.com/GabGrowth/status/1978079316593570277) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:43Z 18.3K followers, 21K engagements "@RobBourassa2 Youre right its probably long overdue especially considering I recently covered its competitor $INTR. I think there are great deep dives out there though like @wolfofharcourt s. Maybe ill do a quick dive :)" [X Link](https://x.com/GabGrowth/status/1971572338736177448) [@GabGrowth](/creator/x/GabGrowth) 2025-09-26T13:47Z 18.2K followers, XXX engagements "The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto" [X Link](https://x.com/GabGrowth/status/1969918135605313946) [@GabGrowth](/creator/x/GabGrowth) 2025-09-22T00:14Z 18.2K followers, 12.7K engagements "It seems Nicolai Tangen is doing the rounds in Singapore. He last interviewed the CEO of Temasek Singapores state owned investment company that has $400B+ in assets. Are we going to see a $GRAB Anthony Tan interview next ๐" [X Link](https://x.com/GabGrowth/status/1978336925812429009) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T05:47Z 18.3K followers, 8489 engagements "@samsolid57 XXX% Lots of opportunities yet in the market for those willing to look" [X Link](https://x.com/GabGrowth/status/1979047521151324558) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:51Z 18.3K followers, XXX engagements "$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day" [X Link](https://x.com/GabGrowth/status/1978639860278911249) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T01:51Z 18.3K followers, 4670 engagements "@davey_juice Precisely why companies like $DLO $MELI excite me at this stage. I think they both beat the market handily regardless of short term market conditions" [X Link](https://x.com/GabGrowth/status/1975441278801486219) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T06:01Z 18.2K followers, XXX engagements "$RBRK is undoubtedly a strong business. However with the stock up XXX% since its IPO XXX years ago I thought it would be good to discuss its valuation. My $RBRK valuation/pricing model is out ๐" [X Link](https://x.com/GabGrowth/status/1975169890039287885) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T12:02Z 18.2K followers, 21.4K engagements "It seems there are many fellow sufferers that are in the same boat as me I think a deep dive is in order" [X Link](https://x.com/GabGrowth/status/1976342499330490609) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:42Z 18.3K followers, 4285 engagements "$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million" [X Link](https://x.com/GabGrowth/status/1963553911589294567) [@GabGrowth](/creator/x/GabGrowth) 2025-09-04T10:45Z 18.2K followers, 2561 engagements "My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next" [X Link](https://x.com/GabGrowth/status/1970446878157529211) [@GabGrowth](/creator/x/GabGrowth) 2025-09-23T11:15Z 18.2K followers, 11.1K engagements "$MELI gave it all up ๐คฃ Another bite at the cherry" [X Link](https://x.com/GabGrowth/status/1976656748972036582) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T14:31Z 18.2K followers, 7903 engagements "Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both" [X Link](https://x.com/GabGrowth/status/1977287524927025338) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:17Z 18.2K followers, XXX engagements "$MELI stock is up XX% (14.4% CAGR) in the past X years. In that same time: Revenue has gone from $3.9B to $20.7B (+51% CAGR) Net Profit has gone from $X to $1.91B" [X Link](https://x.com/GabGrowth/status/1975242948016029967) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T16:53Z 18.2K followers, 3979 engagements "@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it" [X Link](https://x.com/GabGrowth/status/1974548101064266187) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T18:52Z 18.3K followers, XXX engagements "$DLO GREEN in a sea of red ()" [X Link](https://x.com/GabGrowth/status/1978099334571839798) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T14:03Z 18.2K followers, 4074 engagements "Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO" [X Link](https://x.com/GabGrowth/status/1967947759484539017) [@GabGrowth](/creator/x/GabGrowth) 2025-09-16T13:44Z 18.2K followers, 10.4K engagements "$WING down XX% in the past year Anyone tempted" [X Link](https://x.com/GabGrowth/status/1974531401459572765) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T17:45Z 18.3K followers, 4965 engagements "$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout" [X Link](https://x.com/GabGrowth/status/1938732284930338831) [@GabGrowth](/creator/x/GabGrowth) 2025-06-27T22:52Z 18.3K followers, 11.2K engagements "$GRAB X DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of XX% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses." [X Link](https://x.com/GabGrowth/status/1966617164284391659) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T21:37Z 18.3K followers, 29.2K engagements "Notable that while most are focused on $ARKK which is still nearly XX% below ATHs $ARKQ has just surpassed ATHs. I think the leader to watch this time around is $ARKQ and it makes sense considering it is the Autonomous Tech & Robotics ETF" [X Link](https://x.com/GabGrowth/status/1970278503628316778) [@GabGrowth](/creator/x/GabGrowth) 2025-09-23T00:06Z 18.3K followers, 7574 engagements "$GLXY announcement + earnings date ๐" [X Link](https://x.com/GabGrowth/status/1976742478079287715) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T20:11Z 18.2K followers, 4385 engagements "OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close" [X Link](https://x.com/GabGrowth/status/1978081178469929319) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:51Z 18.3K followers, 27.7K engagements "The $GLXY community appears to be a lot larger than I initially thought. Lots of smart people getting into the stock recently too" [X Link](https://x.com/GabGrowth/status/1975925879139111330) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T14:06Z 18.2K followers, 7292 engagements "$HIMS I quite like the business but this is such a terrible look" [X Link](https://x.com/GabGrowth/status/1978642799273840942) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T02:02Z 18.3K followers, 206.8K engagements "$GLXY was my latest deep dive. Another one coming in XX hours for subs It is a relatively overlooked LatAm FinTech business (not $NU)" [X Link](https://x.com/GabGrowth/status/1966287886933963216) [@GabGrowth](/creator/x/GabGrowth) 2025-09-11T23:48Z 18.2K followers, 9071 engagements "$HIMS The CEO literally executes a planned sale the day after ๐คฃ Wonder how the bulls are going to defend it this time" [X Link](https://x.com/GabGrowth/status/1978972029509374168) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T23:51Z 18.3K followers, 48.6K engagements "Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)" [X Link](https://x.com/GabGrowth/status/1973005878166159361) [@GabGrowth](/creator/x/GabGrowth) 2025-09-30T12:43Z 18.2K followers, 12.5K engagements "Published my $GLXY research for paid subs about X weeks ago and laid out my full thesis. Stock is up XX% since. Though tbf very little of that move has come from the core drivers I discussed. I believe there is still tons of upside with its data center business acting as a call option. Will link my deep dive below if youre interested" [X Link](https://x.com/GabGrowth/status/1975514600440213881) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T10:52Z 18.2K followers, 8280 engagements "Congratulations to all $SE holders New 52-week highs and now a 5x from the 2023 lows. And still down XX% from ATHs. Higher" [X Link](https://x.com/GabGrowth/status/1959052236610576905) [@GabGrowth](/creator/x/GabGrowth) 2025-08-23T00:37Z 18.3K followers, 4647 engagements "$MELI Free money here Ill pick it up" [X Link](https://x.com/GabGrowth/status/1979161046775374322) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:22Z 18.3K followers, 5223 engagements "Trumps post was not the reason it was the excuse" [X Link](https://x.com/GabGrowth/status/1977013755746959494) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T14:09Z 18.3K followers, 12.9K engagements "$GRAB +4% today ๐ X cents from 52-week highs" [X Link](https://x.com/GabGrowth/status/1975266252433334769) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T18:25Z 18.2K followers, 7852 engagements "I can agree that were in 1997/98. But the market moves much faster today than ever before. X year in the 90s is like a month today" [X Link](https://x.com/GabGrowth/status/1975285097298575646) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T19:40Z 18.2K followers, 2941 engagements "JUST IN: $GRAB is expanding its in-house mapping technology outside of SEA for the first time. Grab will be mapping out Mongolia and sees this as a new revenue driver for the business. It is also in talks with firms globally including in the Middle East" [X Link](https://x.com/GabGrowth/status/1973656599865729196) [@GabGrowth](/creator/x/GabGrowth) 2025-10-02T07:49Z 18.2K followers, 10.7K engagements "$GRAB Grab continues its Dine Out push with a recent viral marketing campaign. It had people wearing Reserved tee shirts to promote its table reservations feature. There are now over 1500 restaurants in Singapore that are available on Grab Dine Out" [X Link](https://x.com/GabGrowth/status/1975845246107013362) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T08:46Z 18.2K followers, 8117 engagements "@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it" [X Link](https://x.com/GabGrowth/status/1978624346747728123) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:49Z 18.2K followers, 1239 engagements "$SE Nothing has changed. $SE is still headed to $1T. Patience" [X Link](https://x.com/GabGrowth/status/1979001812742025623) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T01:49Z 18.3K followers, 5632 engagements "Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity" [X Link](https://x.com/GabGrowth/status/1973993891612201135) [@GabGrowth](/creator/x/GabGrowth) 2025-10-03T06:09Z 18.2K followers, 3750 engagements "$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch" [X Link](https://x.com/GabGrowth/status/1978332555729318254) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T05:30Z 18.3K followers, 21K engagements "In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the" [X Link](https://x.com/GabGrowth/status/1975877892958523844) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T10:56Z 18.3K followers, 17.8K engagements "ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read ๐" [X Link](https://x.com/GabGrowth/status/1975037056385704443) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T03:15Z 18.2K followers, 4573 engagements "One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free" [X Link](https://x.com/GabGrowth/status/1976290290198573382) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:14Z 18.2K followers, 21.7K engagements "$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds" [X Link](https://x.com/GabGrowth/status/1976372888363299033) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:43Z 18.2K followers, 14.5K engagements "$TSM Strong Print A few highlights from Q3 earnings: - High performance AI chips accounted for XX% of revenue this quarter nearly 2x that of smartphones - Plans to acquire a 2nd major US Arizona site to accelerate capacity. - Management commentary: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies". - Management commentary: "Moving into Q4 XX we expect our business to be supported by continued strong demand for our leading-edge process technologies. We continue to observe robust AI-related demand throughout 2025."" [X Link](https://x.com/GabGrowth/status/1978713290357506221) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T06:43Z 18.3K followers, 6014 engagements "@EXP_Philosopher $MELI has returned at a XXXX% CAGR since IPO going through much worse periods. They will outlast any macro environment. Zoom out" [X Link](https://x.com/GabGrowth/status/1975246973893812359) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T17:09Z 18.2K followers, XXX engagements "Added to $MELI again today in the $2100s. This is a steal imo" [X Link](https://x.com/GabGrowth/status/1975220817203253309) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T15:25Z 18.2K followers, 7109 engagements "SEA E-Commerce is alive and kicking. +78.7% YoY ๐คฏ For context this is the largest logistics business in SEA. $SE's SPX logistics is the 2nd largest" [X Link](https://x.com/GabGrowth/status/1978789190008750523) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T11:44Z 18.3K followers, 9007 engagements "$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect" [X Link](https://x.com/GabGrowth/status/1965392918858137647) [@GabGrowth](/creator/x/GabGrowth) 2025-09-09T12:32Z 18.2K followers, 3706 engagements "Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read ๐" [X Link](https://x.com/GabGrowth/status/1966503000886693985) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T14:03Z 18.2K followers, 14.4K engagements "Just published my latest article: $SE and $MELI are down XX% and XX% from ATHs respectively. Is this a dip worth buying or is it a trap I discuss fundamentals valuation and technicals" [X Link](https://x.com/GabGrowth/status/1978756317050265721) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T09:34Z 18.3K followers, 13.2K engagements "$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do" [X Link](https://x.com/GabGrowth/status/1976362613308330321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:02Z 18.3K followers, 7159 engagements "@davey_juice Agree with you $AXON has been a dream stock for me to own for awhile now. Hoping it can get to more reasonable valuations for an entry" [X Link](https://x.com/GabGrowth/status/1978628408113348611) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T01:05Z 18.3K followers, XXX engagements "Malaysias GDP grew XXX% in Q3 2025 an acceleration over last Qs XXX% growth. The services sector grew XXX% in 3Q25 driven by trade transport and food and accommodation" [X Link](https://x.com/GabGrowth/status/1979042801493983344) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:32Z 18.3K followers, 3142 engagements "$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner" [X Link](https://x.com/GabGrowth/status/1958863515328160012) [@GabGrowth](/creator/x/GabGrowth) 2025-08-22T12:07Z 18.2K followers, 3276 engagements "Great overview of $SE Founder and CEO Forrest Lis recent interview ๐" [X Link](https://x.com/GabGrowth/status/1978744305176007021) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T08:46Z 18.3K followers, 5015 engagements "Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position" [X Link](https://x.com/GabGrowth/status/1978623933575282944) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:48Z 18.3K followers, 13.7K engagements "Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer" [X Link](https://x.com/GabGrowth/status/1977288525570793727) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:21Z 18.2K followers, 15.9K engagements "@samsolid57 @meetblossomapp Unfortunately $GRAB doesnt operate in those regions yet and I dont expect they will" [X Link](https://x.com/GabGrowth/status/1977009826321641762) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T13:54Z 18.2K followers, XXX engagements "@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades ๐คฃ)" [X Link](https://x.com/GabGrowth/status/1976345077996978601) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:52Z 18.3K followers, 3386 engagements "SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB" [X Link](https://x.com/GabGrowth/status/1976247310838563041) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T11:24Z 18.3K followers, 21.8K engagements "Just published my latest article โ๐ The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below๐" [X Link](https://x.com/GabGrowth/status/1971220491051696352) [@GabGrowth](/creator/x/GabGrowth) 2025-09-25T14:29Z 18.3K followers, 12.6K engagements "@PlatinumCircle_ @SivsPicks ๐คฃ gaslighting at its best" [X Link](https://x.com/GabGrowth/status/1979035219245097323) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:02Z 18.2K followers, XX engagements "@fintegrate Do you employ any hedging strategies or raise cash" [X Link](https://x.com/GabGrowth/status/1979157828678869321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:09Z 18.3K followers, XX engagements "What is your favourite MAG7 stock today and why" [X Link](https://x.com/GabGrowth/status/1978504261588627913) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T16:52Z 18.3K followers, 2891 engagements "$GLXY Interesting development here They are hiring for a new head of data center site development with the explicit role to: source and evaluate new large-scale data center developments and lead campus development for sites within the Galaxy portfolio. Currently $GLXY only has Helios (800MW approved and contracted 2.7GW to go) However management has discussed the potential of acquiring other sites previously too. In a previous earnings call it disclosed a pipeline of XX potential projects averaging 500MW each. I think it is very plausible that they are in talks to purchase a new data center" [X Link](https://x.com/GabGrowth/status/1978133822752665915) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T16:20Z 18.2K followers, 14.8K engagements "My favourite furu is long $GLXY too Know this" [X Link](https://x.com/GabGrowth/status/1975551073340518720) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T13:17Z 18.2K followers, 13.5K engagements "Not saying this to incite FOMO on any stock but in bull markets stocks that get a narrative change can go much higher than most expect. The best recent example for me was $HOOD. I bought into the stock at $X in 2023 with a contrarian view on the business while the general market hated it due to the payment for order flow saga over $GME. I had a long-term view on the business (and still do) and believed $XX was a good 2-3 year target to aim for and returns wouldve been incredibly good at that level Less than a year later it hit that number. I continued to hold as the business was doing great" [X Link](https://x.com/GabGrowth/status/1969206114333180311) [@GabGrowth](/creator/x/GabGrowth) 2025-09-20T01:04Z 18.2K followers, 31.8K engagements "Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual" [X Link](https://x.com/GabGrowth/status/1955661635932365295) [@GabGrowth](/creator/x/GabGrowth) 2025-08-13T16:04Z 18.3K followers, 9454 engagements "The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches" [X Link](https://x.com/GabGrowth/status/1975255112223252627) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T17:41Z 18.3K followers, 5075 engagements "My response to $TSLAQ" [X Link](https://x.com/GabGrowth/status/1976288257425145879) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:06Z 18.3K followers, 2187 engagements "My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY" [X Link](https://x.com/GabGrowth/status/1967214195554017791) [@GabGrowth](/creator/x/GabGrowth) 2025-09-14T13:09Z 18.2K followers, 8847 engagements "@EndicottInvests :)" [X Link](https://x.com/GabGrowth/status/1975397043540795534) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T03:05Z 18.2K followers, 2115 engagements "This is likely the reason for the $DLO & $MELI pop today" [X Link](https://x.com/GabGrowth/status/1976379100433613122) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T20:07Z 18.2K followers, 6092 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.]
Gab posts on X about $se, $meli, $grab, $dlo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks #1948 finance XXXX% cryptocurrencies XXXX% countries XXX% technology brands XXX% automotive brands XXX%
Social topic influence $se #2, $meli #6, $grab #14, $dlo #25, $intr #7, deep dive #555, $nu #47, stocks 0.7%, $glxy #126, $fico #19
Top accounts mentioned or mentioned by @amitisinvesting @davey_juice @daveyjuice @nebhol89 @wolfofharcourt @tacticzh @sixsigmacapital @frameworkwisely @fintegrate @riyadosofian @knightcharo @sheslee @sachivm99 @zkpercipio @hypertechinvest @samsolid57 @o_bhaina @topieero @cdduagusc @ozymandiasricky
Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Grab Holdings Limited Class A Ordinary Shares (GRAB) DLocal Limited Class A Common Shares (DLO) Interlay (INTR) NuCypher (NU) Galaxy Digital Inc. (GLXY) Fair Isaac, Corp. (FICO) Rubrik, Inc. (RBRK) MANCHESTER UNITED PLC (MANU) Hims & Hers Health, Inc. (HIMS) GameStop, Corp. (GME) Alphabet Inc Class A (GOOGL) Block, Inc. (XYZ) Wing Finance (WING) ARK Innovation ETF (ARKK) Joby Aviation, Inc. (JOBY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Quantum Computing Inc. Common (QUBT) Rocket Lab USA, Inc. Common Stock (RKLB) Strategy (MSTR) Global-E Online Ltd. Ordinary Shares (GLBE) Taiwan Semiconductor (TSM) Axon Enterprise, Inc. (AXON) Crocs, Inc. (CROX)
Top posts by engagements in the last XX hours
"First sensible thing Pulte has said re $FICO"
X Link @GabGrowth 2025-10-13T18:07Z 18.2K followers, 5841 engagements
"Ive been seeing people worry about $MELI getting hit by political instability in Argentina and competitive pressure from Temu/Shopee/Amazon. Heres why Im not worried: $MELI thrives in chaos. This is a business that has survived countless crises since the late 1990s from hyperinflation and currency controls to debt defaults and political swings. It was founded in 1999 right before Argentina's 2001 debt default and currency collapse. It survived the 2008 financial crisis Brazil's 2015-16 recession and Argentina's repeated bouts of hyperinflation and capital controls. The stock has seen 30%"
X Link @GabGrowth 2025-10-16T14:40Z 18.3K followers, 32K engagements
"$SE Im buying heavy soon. Patience. If it comes it comes"
X Link @GabGrowth 2025-10-17T12:12Z 18.3K followers, 4245 engagements
"I agree. My latest deep dive was on $INTR and I liked the valuation managements honesty and conservatism and the accelerating top-line. But very difficult to fight against someone like $NU that is the top dog and first mover. Still think it does well returns wise but hard to justify it being a 5+year investment"
X Link @GabGrowth 2025-09-19T01:55Z 18.2K followers, XXX engagements
"If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months"
X Link @GabGrowth 2025-09-26T13:14Z 18.3K followers, 7363 engagements
"$DLO has had a TON of developments in 2025. Let's break it down ๐ XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team."
X Link @GabGrowth 2025-10-14T12:43Z 18.3K followers, 21K engagements
"@RobBourassa2 Youre right its probably long overdue especially considering I recently covered its competitor $INTR. I think there are great deep dives out there though like @wolfofharcourt s. Maybe ill do a quick dive :)"
X Link @GabGrowth 2025-09-26T13:47Z 18.2K followers, XXX engagements
"The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto"
X Link @GabGrowth 2025-09-22T00:14Z 18.2K followers, 12.7K engagements
"It seems Nicolai Tangen is doing the rounds in Singapore. He last interviewed the CEO of Temasek Singapores state owned investment company that has $400B+ in assets. Are we going to see a $GRAB Anthony Tan interview next ๐"
X Link @GabGrowth 2025-10-15T05:47Z 18.3K followers, 8489 engagements
"@samsolid57 XXX% Lots of opportunities yet in the market for those willing to look"
X Link @GabGrowth 2025-10-17T04:51Z 18.3K followers, XXX engagements
"$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day"
X Link @GabGrowth 2025-10-16T01:51Z 18.3K followers, 4670 engagements
"@davey_juice Precisely why companies like $DLO $MELI excite me at this stage. I think they both beat the market handily regardless of short term market conditions"
X Link @GabGrowth 2025-10-07T06:01Z 18.2K followers, XXX engagements
"$RBRK is undoubtedly a strong business. However with the stock up XXX% since its IPO XXX years ago I thought it would be good to discuss its valuation. My $RBRK valuation/pricing model is out ๐"
X Link @GabGrowth 2025-10-06T12:02Z 18.2K followers, 21.4K engagements
"It seems there are many fellow sufferers that are in the same boat as me I think a deep dive is in order"
X Link @GabGrowth 2025-10-09T17:42Z 18.3K followers, 4285 engagements
"$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million"
X Link @GabGrowth 2025-09-04T10:45Z 18.2K followers, 2561 engagements
"My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next"
X Link @GabGrowth 2025-09-23T11:15Z 18.2K followers, 11.1K engagements
"$MELI gave it all up ๐คฃ Another bite at the cherry"
X Link @GabGrowth 2025-10-10T14:31Z 18.2K followers, 7903 engagements
"Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both"
X Link @GabGrowth 2025-10-12T08:17Z 18.2K followers, XXX engagements
"$MELI stock is up XX% (14.4% CAGR) in the past X years. In that same time: Revenue has gone from $3.9B to $20.7B (+51% CAGR) Net Profit has gone from $X to $1.91B"
X Link @GabGrowth 2025-10-06T16:53Z 18.2K followers, 3979 engagements
"@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it"
X Link @GabGrowth 2025-10-04T18:52Z 18.3K followers, XXX engagements
"$DLO GREEN in a sea of red ()"
X Link @GabGrowth 2025-10-14T14:03Z 18.2K followers, 4074 engagements
"Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO"
X Link @GabGrowth 2025-09-16T13:44Z 18.2K followers, 10.4K engagements
"$WING down XX% in the past year Anyone tempted"
X Link @GabGrowth 2025-10-04T17:45Z 18.3K followers, 4965 engagements
"$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout"
X Link @GabGrowth 2025-06-27T22:52Z 18.3K followers, 11.2K engagements
"$GRAB X DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of XX% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses."
X Link @GabGrowth 2025-09-12T21:37Z 18.3K followers, 29.2K engagements
"Notable that while most are focused on $ARKK which is still nearly XX% below ATHs $ARKQ has just surpassed ATHs. I think the leader to watch this time around is $ARKQ and it makes sense considering it is the Autonomous Tech & Robotics ETF"
X Link @GabGrowth 2025-09-23T00:06Z 18.3K followers, 7574 engagements
"$GLXY announcement + earnings date ๐"
X Link @GabGrowth 2025-10-10T20:11Z 18.2K followers, 4385 engagements
"OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close"
X Link @GabGrowth 2025-10-14T12:51Z 18.3K followers, 27.7K engagements
"The $GLXY community appears to be a lot larger than I initially thought. Lots of smart people getting into the stock recently too"
X Link @GabGrowth 2025-10-08T14:06Z 18.2K followers, 7292 engagements
"$HIMS I quite like the business but this is such a terrible look"
X Link @GabGrowth 2025-10-16T02:02Z 18.3K followers, 206.8K engagements
"$GLXY was my latest deep dive. Another one coming in XX hours for subs It is a relatively overlooked LatAm FinTech business (not $NU)"
X Link @GabGrowth 2025-09-11T23:48Z 18.2K followers, 9071 engagements
"$HIMS The CEO literally executes a planned sale the day after ๐คฃ Wonder how the bulls are going to defend it this time"
X Link @GabGrowth 2025-10-16T23:51Z 18.3K followers, 48.6K engagements
"Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)"
X Link @GabGrowth 2025-09-30T12:43Z 18.2K followers, 12.5K engagements
"Published my $GLXY research for paid subs about X weeks ago and laid out my full thesis. Stock is up XX% since. Though tbf very little of that move has come from the core drivers I discussed. I believe there is still tons of upside with its data center business acting as a call option. Will link my deep dive below if youre interested"
X Link @GabGrowth 2025-10-07T10:52Z 18.2K followers, 8280 engagements
"Congratulations to all $SE holders New 52-week highs and now a 5x from the 2023 lows. And still down XX% from ATHs. Higher"
X Link @GabGrowth 2025-08-23T00:37Z 18.3K followers, 4647 engagements
"$MELI Free money here Ill pick it up"
X Link @GabGrowth 2025-10-17T12:22Z 18.3K followers, 5223 engagements
"Trumps post was not the reason it was the excuse"
X Link @GabGrowth 2025-10-11T14:09Z 18.3K followers, 12.9K engagements
"$GRAB +4% today ๐ X cents from 52-week highs"
X Link @GabGrowth 2025-10-06T18:25Z 18.2K followers, 7852 engagements
"I can agree that were in 1997/98. But the market moves much faster today than ever before. X year in the 90s is like a month today"
X Link @GabGrowth 2025-10-06T19:40Z 18.2K followers, 2941 engagements
"JUST IN: $GRAB is expanding its in-house mapping technology outside of SEA for the first time. Grab will be mapping out Mongolia and sees this as a new revenue driver for the business. It is also in talks with firms globally including in the Middle East"
X Link @GabGrowth 2025-10-02T07:49Z 18.2K followers, 10.7K engagements
"$GRAB Grab continues its Dine Out push with a recent viral marketing campaign. It had people wearing Reserved tee shirts to promote its table reservations feature. There are now over 1500 restaurants in Singapore that are available on Grab Dine Out"
X Link @GabGrowth 2025-10-08T08:46Z 18.2K followers, 8117 engagements
"@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it"
X Link @GabGrowth 2025-10-16T00:49Z 18.2K followers, 1239 engagements
"$SE Nothing has changed. $SE is still headed to $1T. Patience"
X Link @GabGrowth 2025-10-17T01:49Z 18.3K followers, 5632 engagements
"Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity"
X Link @GabGrowth 2025-10-03T06:09Z 18.2K followers, 3750 engagements
"$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch"
X Link @GabGrowth 2025-10-15T05:30Z 18.3K followers, 21K engagements
"In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the"
X Link @GabGrowth 2025-10-08T10:56Z 18.3K followers, 17.8K engagements
"ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read ๐"
X Link @GabGrowth 2025-10-06T03:15Z 18.2K followers, 4573 engagements
"One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free"
X Link @GabGrowth 2025-10-09T14:14Z 18.2K followers, 21.7K engagements
"$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds"
X Link @GabGrowth 2025-10-09T19:43Z 18.2K followers, 14.5K engagements
"$TSM Strong Print A few highlights from Q3 earnings: - High performance AI chips accounted for XX% of revenue this quarter nearly 2x that of smartphones - Plans to acquire a 2nd major US Arizona site to accelerate capacity. - Management commentary: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies". - Management commentary: "Moving into Q4 XX we expect our business to be supported by continued strong demand for our leading-edge process technologies. We continue to observe robust AI-related demand throughout 2025.""
X Link @GabGrowth 2025-10-16T06:43Z 18.3K followers, 6014 engagements
"@EXP_Philosopher $MELI has returned at a XXXX% CAGR since IPO going through much worse periods. They will outlast any macro environment. Zoom out"
X Link @GabGrowth 2025-10-06T17:09Z 18.2K followers, XXX engagements
"Added to $MELI again today in the $2100s. This is a steal imo"
X Link @GabGrowth 2025-10-06T15:25Z 18.2K followers, 7109 engagements
"SEA E-Commerce is alive and kicking. +78.7% YoY ๐คฏ For context this is the largest logistics business in SEA. $SE's SPX logistics is the 2nd largest"
X Link @GabGrowth 2025-10-16T11:44Z 18.3K followers, 9007 engagements
"$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect"
X Link @GabGrowth 2025-09-09T12:32Z 18.2K followers, 3706 engagements
"Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read ๐"
X Link @GabGrowth 2025-09-12T14:03Z 18.2K followers, 14.4K engagements
"Just published my latest article: $SE and $MELI are down XX% and XX% from ATHs respectively. Is this a dip worth buying or is it a trap I discuss fundamentals valuation and technicals"
X Link @GabGrowth 2025-10-16T09:34Z 18.3K followers, 13.2K engagements
"$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do"
X Link @GabGrowth 2025-10-09T19:02Z 18.3K followers, 7159 engagements
"@davey_juice Agree with you $AXON has been a dream stock for me to own for awhile now. Hoping it can get to more reasonable valuations for an entry"
X Link @GabGrowth 2025-10-16T01:05Z 18.3K followers, XXX engagements
"Malaysias GDP grew XXX% in Q3 2025 an acceleration over last Qs XXX% growth. The services sector grew XXX% in 3Q25 driven by trade transport and food and accommodation"
X Link @GabGrowth 2025-10-17T04:32Z 18.3K followers, 3142 engagements
"$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner"
X Link @GabGrowth 2025-08-22T12:07Z 18.2K followers, 3276 engagements
"Great overview of $SE Founder and CEO Forrest Lis recent interview ๐"
X Link @GabGrowth 2025-10-16T08:46Z 18.3K followers, 5015 engagements
"Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position"
X Link @GabGrowth 2025-10-16T00:48Z 18.3K followers, 13.7K engagements
"Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer"
X Link @GabGrowth 2025-10-12T08:21Z 18.2K followers, 15.9K engagements
"@samsolid57 @meetblossomapp Unfortunately $GRAB doesnt operate in those regions yet and I dont expect they will"
X Link @GabGrowth 2025-10-11T13:54Z 18.2K followers, XXX engagements
"@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades ๐คฃ)"
X Link @GabGrowth 2025-10-09T17:52Z 18.3K followers, 3386 engagements
"SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB"
X Link @GabGrowth 2025-10-09T11:24Z 18.3K followers, 21.8K engagements
"Just published my latest article โ๐ The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below๐"
X Link @GabGrowth 2025-09-25T14:29Z 18.3K followers, 12.6K engagements
"@PlatinumCircle_ @SivsPicks ๐คฃ gaslighting at its best"
X Link @GabGrowth 2025-10-17T04:02Z 18.2K followers, XX engagements
"@fintegrate Do you employ any hedging strategies or raise cash"
X Link @GabGrowth 2025-10-17T12:09Z 18.3K followers, XX engagements
"What is your favourite MAG7 stock today and why"
X Link @GabGrowth 2025-10-15T16:52Z 18.3K followers, 2891 engagements
"$GLXY Interesting development here They are hiring for a new head of data center site development with the explicit role to: source and evaluate new large-scale data center developments and lead campus development for sites within the Galaxy portfolio. Currently $GLXY only has Helios (800MW approved and contracted 2.7GW to go) However management has discussed the potential of acquiring other sites previously too. In a previous earnings call it disclosed a pipeline of XX potential projects averaging 500MW each. I think it is very plausible that they are in talks to purchase a new data center"
X Link @GabGrowth 2025-10-14T16:20Z 18.2K followers, 14.8K engagements
"My favourite furu is long $GLXY too Know this"
X Link @GabGrowth 2025-10-07T13:17Z 18.2K followers, 13.5K engagements
"Not saying this to incite FOMO on any stock but in bull markets stocks that get a narrative change can go much higher than most expect. The best recent example for me was $HOOD. I bought into the stock at $X in 2023 with a contrarian view on the business while the general market hated it due to the payment for order flow saga over $GME. I had a long-term view on the business (and still do) and believed $XX was a good 2-3 year target to aim for and returns wouldve been incredibly good at that level Less than a year later it hit that number. I continued to hold as the business was doing great"
X Link @GabGrowth 2025-09-20T01:04Z 18.2K followers, 31.8K engagements
"Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual"
X Link @GabGrowth 2025-08-13T16:04Z 18.3K followers, 9454 engagements
"The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches"
X Link @GabGrowth 2025-10-06T17:41Z 18.3K followers, 5075 engagements
"My response to $TSLAQ"
X Link @GabGrowth 2025-10-09T14:06Z 18.3K followers, 2187 engagements
"My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY"
X Link @GabGrowth 2025-09-14T13:09Z 18.2K followers, 8847 engagements
"@EndicottInvests :)"
X Link @GabGrowth 2025-10-07T03:05Z 18.2K followers, 2115 engagements
"This is likely the reason for the $DLO & $MELI pop today"
X Link @GabGrowth 2025-10-09T20:07Z 18.2K followers, 6092 engagements
/creator/twitter::GabGrowth