#  @MattWat16001736 Matt Watson Matt Watson posts on X about $se, $meli, brazil, tiktok the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1474235629663830018/interactions)  - [--] Week [---] -59% - [--] Month [-----] +140% - [--] Months [------] +410% - [--] Year [------] -49% ### Mentions: [--] [#](/creator/twitter::1474235629663830018/posts_active)  - [--] Months [--] +263% - [--] Year [--] -24% ### Followers: [---] [#](/creator/twitter::1474235629663830018/followers)  - [--] Week [---] +1.30% - [--] Month [---] +1.30% - [--] Months [---] -2.70% - [--] Year [---] +25% ### CreatorRank: undefined [#](/creator/twitter::1474235629663830018/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [countries](/list/countries) [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [us election](/list/us-election) [musicians](/list/musicians) [currencies](/list/currencies) **Social topic influence** [$se](/topic/$se) #45, [$meli](/topic/$meli), [brazil](/topic/brazil), [tiktok](/topic/tiktok), [money](/topic/money), [$amzn](/topic/$amzn), [if you](/topic/if-you), [hamas](/topic/hamas), [debt](/topic/debt), [india](/topic/india) **Top accounts mentioned or mentioned by** [@gabgrowth](/creator/undefined) [@lastevens](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@60minutes](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@ecommerceking](/creator/undefined) [@edkrassen](/creator/undefined) [@thezackzhu](/creator/undefined) [@capexandchill](/creator/undefined) [@elonmusk](/creator/undefined) [@keirstarmer](/creator/undefined) [@realchrisrufo](/creator/undefined) [@grok](/creator/undefined) [@ploughpenny](/creator/undefined) [@e_commerce_king](/creator/undefined) [@charliekirk11](/creator/undefined) [@lafforug](/creator/undefined) [@vivekgramaswamy](/creator/undefined) [@hebrosteele](/creator/undefined) [@ocind](/creator/undefined) **Top assets mentioned** [Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GrokCoin (GROKCOIN)](/topic/grok) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DisChain (DIS)](/topic/$dis) [Microsoft Corp. (MSFT)](/topic/microsoft) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last [--] hours "@ConceptualJames @charliekirk11 Are you suggesting buying certain Biden family artwork could persuade federal authorities to release per your request that may actually be true" [X Link](https://x.com/MattWat16001736/status/1695959051933241422) 2023-08-28T00:38Z [---] followers, [--] engagements "@ScottAdamsSays Awesome ur no longer muzzled by Dilbert newspaper work" [X Link](https://x.com/MattWat16001736/status/1697017351651090448) 2023-08-30T22:44Z [---] followers, [--] engagements "@redsteeze Marc Andreessen on Joe Rogan super informative on this topic. AI needs to NOT be another censorship platform" [X Link](https://x.com/MattWat16001736/status/1697350418769289657) 2023-08-31T20:47Z [---] followers, [--] engagements "@SageHillfarms @aaronsibarium If he stopped affirmative action he sounds like a good guy to me. I never will understand the psychology of those who insist on grouping and classifying persons based on immutable characteristics.seems inherently cold and ugly" [X Link](https://x.com/MattWat16001736/status/1699423684979576833) 2023-09-06T14:05Z [---] followers, [--] engagements "@CommunityNotes I heard groups are able to "game" the Wikipedia article update process. Are similar concerns present here" [X Link](https://x.com/MattWat16001736/status/1701792286902755346) 2023-09-13T02:57Z [---] followers, [--] engagements "@AmiriKing Horrible it happened but can't stop helping people because you're scared" [X Link](https://x.com/MattWat16001736/status/1702715292953026602) 2023-09-15T16:05Z [---] followers, [--] engagements "@IanJaeger29 They need to be ready with clear and simple uniform messaging. A couple big colorful charts on debt and deficit over time will help" [X Link](https://x.com/MattWat16001736/status/1704292066115596579) 2023-09-20T00:31Z [---] followers, [--] engagements "@ProjectLincoln So say the people funding your propaganda" [X Link](https://x.com/MattWat16001736/status/1708508581820076307) 2023-10-01T15:46Z [---] followers, [--] engagements "@LA_stevens_ While overly simplistic in attribution Garena/FF experienced similar "re-opening" woes. I'm bullish on revenue growth for Q3+Q4 (TikTok ban)(FF India) but especially for Q1 and Q2 [----] per reopening comps. I say this with high rates in the background. What are your thoughts" [X Link](https://x.com/MattWat16001736/status/1710314279755300994) 2023-10-06T15:21Z [---] followers, [---] engagements "@lafforug And.3) to give serial entrepreneur Ric Fulup an exit ramp" [X Link](https://x.com/MattWat16001736/status/1710636855438250379) 2023-10-07T12:43Z [---] followers, [---] engagements "@TheRabbitHole84 Straight up racism. Merit I guess isn't as important as skin color with leftists" [X Link](https://x.com/MattWat16001736/status/1717416259455770852) 2023-10-26T05:41Z [---] followers, [--] engagements "@leslibless Lets just make sure this isn't the fbi creating a case to look good. I'm from Houston. There's a robust international community. Texans love guns. If he overstayed his visa deport. If he broke gun laws prosecute. However if you claim terrorist show me sufficient proof" [X Link](https://x.com/MattWat16001736/status/1720608930248679738) 2023-11-04T01:08Z [---] followers, [---] engagements "@lafforug @MJD007 Sounds like a problem. Good management will first not overspend on tech acquisition second not burn through very limited cash reserves and third not leave tge fate of their future to the federal reserve" [X Link](https://x.com/MattWat16001736/status/1724101003060842560) 2023-11-13T16:24Z [---] followers, [--] engagements "@jb_equities 100%. $SE π. However it may bounce around a bit through mid January.maybe even drop as low as [--] or [--]. However demonstrable material growth is clearly on the horizon with Q4 (Ff India; TikTok ban; Marketing/ads momentum) plus good Garena YOY comps in Q1 2024" [X Link](https://x.com/MattWat16001736/status/1725256039585751249) 2023-11-16T20:54Z [---] followers, [---] engagements "@torovictorioso Wasn't there a fear that TikTok would destroy META in the USA Didn't time show that fear to be very much overblown" [X Link](https://x.com/MattWat16001736/status/1729906859006415143) 2023-11-29T16:55Z [---] followers, [---] engagements "@FrameworkWisely They've ( $SE ) grown revenues much more and faster than $MELI. In fact $MELI may be better long term if it applied the $SE approach. When did $MELI start and when did $SE start. What are current revenues / mkt share for each $SE is an actual π" [X Link](https://x.com/MattWat16001736/status/1731509807062847769) 2023-12-04T03:04Z [---] followers, [---] engagements "@MarketCurrents I'll be curious to see how $SE Shopee grows GMV and order volume over Q4. I think the market is underestimating. Also curious how FF most downloaded worldwide in November transfers into Q4 revenues. Finally I'm betting Sea Money revenue growth re-accellerates in Q4" [X Link](https://x.com/MattWat16001736/status/1731670555181359258) 2023-12-04T13:43Z [---] followers, [---] engagements "@InvestorHive $SE does spend more but also retains a MUCH HIGHER percentage of the markets it is in" [X Link](https://x.com/MattWat16001736/status/1731671605179191430) 2023-12-04T13:47Z [---] followers, [---] engagements "@LA_stevens_ Would be nice but maybe they don't want to show their cards and don't want to be tied into a particular strategy but instead turn on a dime whenever expedient. As much as it kills me I'm able to wait til next earnings call in February 2024" [X Link](https://x.com/MattWat16001736/status/1732409206589051126) 2023-12-06T14:38Z [---] followers, [--] engagements "@dirtygreenpaper Very optimistic with the $SE Shopee new customer acquisition and revenue growth plan for Q4. Also I believe Garena has stabilized and is returning to growth. Sea Money will remain above 30% growth YOY. We should get update on the new data center with Q4 earnings. π" [X Link](https://x.com/MattWat16001736/status/1733355899081678976) 2023-12-09T05:20Z [---] followers, [---] engagements "@dirtygreenpaper TikTok did't destroy existing platforms in the USA (sure landscape changed).why would Indonesia be any different for $SE" [X Link](https://x.com/MattWat16001736/status/1734176046394519890) 2023-12-11T11:39Z [---] followers, [---] engagements "@Crussian17 $SE End of [----] will be [--] years of back to back cap/share price drop all the while the company continues to grow. W/ M&A ramp up started approx. 7/2023 Q4 will show accelerating revenue growth which will explode on a top line YOY basis Q1 [----]. Stay patient" [X Link](https://x.com/MattWat16001736/status/1735740827052224828) 2023-12-15T19:17Z [---] followers, [---] engagements "SPOTLIGHT: Awesome to identify and call out. If Claudine Gay where else does it go and how much else does Google hide Who's the shot caller" [X Link](https://x.com/MattWat16001736/status/1736924888156225944) 2023-12-19T01:42Z [---] followers, [--] engagements "π€―π‘ it's not anti-immigration to acknowledge the USA simply lacks the resources. Those who believe otherwise need to go back and take math again" [X Link](https://x.com/MattWat16001736/status/1737254536685801541) 2023-12-19T23:32Z [---] followers, [--] engagements "Fu*k racist DEI and the crazy woke people who worship it. Colorblind meritocracy is the only way forward In the year after the George Floyd riots S&P100 companies added more than [------] jobs. White Americans more than half the adult population got just 6% of them. Thousands of young white graduates entering the workforce found their path blocked not because of ability or https://t.co/PuWC2nqY9M In the year after the George Floyd riots S&P100 companies added more than [------] jobs. White Americans more than half the adult population got just 6% of them. Thousands of young white graduates" [X Link](https://x.com/MattWat16001736/status/1742629416180514981) 2024-01-03T19:30Z [---] followers, [--] engagements "If you see this.repost it please. Speaker Johnson- its been [--] days since you made a promise to make all January 6th footage available to all Americans. Only [--] videos were released. This is a tiny fraction of the [-----] hours of footage. Nothing has been updated since you made this promise and its never Speaker Johnson- its been [--] days since you made a promise to make all January 6th footage available to all Americans. Only [--] videos were released. This is a tiny fraction of the [-----] hours of footage. Nothing has been updated since you made this promise and its never" [X Link](https://x.com/MattWat16001736/status/1742981443318600180) 2024-01-04T18:48Z [---] followers, [--] engagements "@DrEliDavid Obviously each Hamas member must be eliminated.pretty basic actually" [X Link](https://x.com/anyuser/status/1744522843604258849) 2024-01-09T00:53Z [--] followers, [--] engagements "@paulg May sound sick but I've got $100 that says the shooter was Hamas with intent to scare Gaza residents into remaining there as human shields and at same time drumming up sympathy for Gaza residents while painting Israel soldiers as bad" [X Link](https://x.com/anyuser/status/1744885262226698385) 2024-01-10T00:53Z [--] followers, [--] engagements "@EdKrassen He totally encouraged and benefitted. If you honestly believe otherwise please lay off Hunter's pipe" [X Link](https://x.com/MattWat16001736/status/1745291516585603382) 2024-01-11T03:48Z [---] followers, [--] engagements "@kevinnbass And further teenage girls with autism or other separate mental health issues.answer it's a social contagion fueled by censorship medical sector profit and virtue signaling woke weirdos" [X Link](https://x.com/anyuser/status/1745437498019385760) 2024-01-11T13:28Z [--] followers, [--] engagements "@Br_4very @shaneyyricch I thought it looked over the top so independently looked at youtube executive team pics on an internet site.says the content director is a guy by the name of Rob Tye who doesn't look like this. I'm not big on getting fake news so I'll need to unfollow @shaneyyricch" [X Link](https://x.com/MattWat16001736/status/1745584308817932468) 2024-01-11T23:11Z [---] followers, [---] engagements "@InfoAgeStrategy Who pays you and how much do you make for your opinions" [X Link](https://x.com/MattWat16001736/status/1745860032560800210) 2024-01-12T17:27Z [---] followers, [---] engagements "@RealCandaceO Get tired of Trump's bashing everyone all the time. Vivek seems super genuine honest hardworking etc. and he's not a narcassist and doesn't have TDS baggage" [X Link](https://x.com/MattWat16001736/status/1746394596978905392) 2024-01-14T04:51Z [---] followers, [--] engagements "@TaraBull808 Much more than Trump Biden Desantis or Haley" [X Link](https://x.com/MattWat16001736/status/1746535061409738850) 2024-01-14T14:09Z [---] followers, [--] engagements "@simonateba @VivekGRamaswamy @realDonaldTrump Vivek is an amazing individual who is not beholden to corporate america or mega donors and who wants to put America first. Thank you @simonateba for speaking up as you risk passionate Trump supporters now atacking you. However you said what needed to be said" [X Link](https://x.com/MattWat16001736/status/1746593659917668522) 2024-01-14T18:02Z [---] followers, [--] engagements "@MattWalshBlog Disagree. Trump's unfounded personal attack on Vivek speaks volumes to his character. Trump is more interested in winning than the best interests of America" [X Link](https://x.com/anyuser/status/1746655512903537071) 2024-01-14T22:08Z [--] followers, [--] engagements "This is actually huge for $SE. It negates the bear thesis that Tiktok shop will destroy SEA Limited. What are the other bear thesis sources of FUD Let's destroy them one by one $SE stock price drop after 3Q earnings due to shopee live streaming investment. Investors run away from uncertainty. But while TikTok shop was banned it was wise to invest. Sohow has investment in live commerce in Indonesia changed things The answer. https://t.co/JIyagKBJQR $SE stock price drop after 3Q earnings due to shopee live streaming investment. Investors run away from uncertainty. But while TikTok shop was" [X Link](https://x.com/anyuser/status/1747980512994459922) 2024-01-18T13:53Z [--] followers, [---] engagements "@charliekirk11 Shareholders beware. Separately I'll investigate United as an opportunity to short $UAL. Management may not be focused on the bottom line" [X Link](https://x.com/MattWat16001736/status/1748004784991314016) 2024-01-18T15:29Z [---] followers, [--] engagements "@deanbphillips Dean Phillips = pro DEI = bad for USA" [X Link](https://x.com/MattWat16001736/status/1748754442806050844) 2024-01-20T17:08Z [---] followers, [--] engagements "@LA_stevens_ Why $SE goes up and down with chinese stocks at all is perplexing unless traders really are that ignorant" [X Link](https://x.com/MattWat16001736/status/1749872655925227794) 2024-01-23T19:12Z [---] followers, [---] engagements "@PositiveInvst π―.and I truly think $SE has a superior business culture and business model to $MELI. Where are they each currently on revenues/otherwise and how long did each take to get there Mercado pay vs. Sea Money broken out and analyzed. Garena variable. Brazil" [X Link](https://x.com/MattWat16001736/status/1751335551255347651) 2024-01-27T20:05Z [---] followers, [---] engagements "@stillgray Taylor swift controversy is vehicle to control AI in a way advantageous to the democrat party" [X Link](https://x.com/MattWat16001736/status/1751698572934836585) 2024-01-28T20:07Z [---] followers, [---] engagements "@Hebro_Steele @amazon @kanyewest Is it still banned" [X Link](https://x.com/MattWat16001736/status/1756542045835886922) 2024-02-11T04:53Z [---] followers, [--] engagements "@Kross_Roads ADL is woke garbage. Glad there's indication $PYPL will get out of politics and focus on ONLY its core business with any lawful business" [X Link](https://x.com/MattWat16001736/status/1757353870206832649) 2024-02-13T10:39Z [---] followers, [---] engagements "$DIS + woke DEI = EXCLUSIVE: In [----] then-Disney CEO Bob Chapek announced that the company would create a racial quota for its charitable giving and spend at least $1 billion on "diverse suppliers" a euphemism for race-based discrimination against white- and Asian-led firms. https://t.co/R7ErkOUabI EXCLUSIVE: In [----] then-Disney CEO Bob Chapek announced that the company would create a racial quota for its charitable giving and spend at least $1 billion on "diverse suppliers" a euphemism for race-based discrimination against white- and Asian-led firms. https://t.co/R7ErkOUabI" [X Link](https://x.com/MattWat16001736/status/1757649030245486994) 2024-02-14T06:12Z [---] followers, [--] engagements "@RepAdamSchiff Just pass the H.R. [--] in the senate. They'll review foreign aid then" [X Link](https://x.com/MattWat16001736/status/1757652075679211616) 2024-02-14T06:24Z [---] followers, [--] engagements "@farzyness @elonmusk @RealAlexJones They are realizing that the more they implement censorship the more they lose user screen time to X and that some of those lost may not return" [X Link](https://x.com/MattWat16001736/status/1758245941893579123) 2024-02-15T21:44Z [---] followers, [--] engagements "@krassenstein You are transparently a partisan propagandist. I now see you the same as brooklyn dad and jojo from jersey. This can't be undone" [X Link](https://x.com/MattWat16001736/status/1758712401355018676) 2024-02-17T04:38Z [---] followers, [--] engagements "@EndWokeness Aren't all shoplifters white Google wouldn't lie" [X Link](https://x.com/MattWat16001736/status/1762250755098947671) 2024-02-26T22:58Z [---] followers, [--] engagements "@LA_stevens_ Gotta be something communicated on/before Q1 earnings call in about 9-10 weeks.I'd really like to see a data center under development in at least [--] of the countries they're in before year's end. $SE" [X Link](https://x.com/MattWat16001736/status/1764847357877785061) 2024-03-05T02:56Z [---] followers, [---] engagements "@doge_albania @WholeMarsBlog Memory lane" [X Link](https://x.com/MattWat16001736/status/1772088213928055041) 2024-03-25T02:28Z [---] followers, [--] engagements "@Hebro_Steele @YouTube @Vimeo DEI is destructive. This video simply exemplifies the problem" [X Link](https://x.com/MattWat16001736/status/1776450843039899702) 2024-04-06T03:24Z [---] followers, [---] engagements "@MikeBenzCyber If charged which countries would Musk need to avoid. Who is in sync with Brazil Who would arrest and turn over to Brazil" [X Link](https://x.com/MattWat16001736/status/1777136946621337971) 2024-04-08T00:50Z [---] followers, [--] engagements "@OMillionaires Post the JPM comments" [X Link](https://x.com/MattWat16001736/status/1780243616268505259) 2024-04-16T14:35Z [---] followers, [---] engagements "@realchrisrufo Good reminder on why I had stopped listening to NPR. The staff that doesn't see the the problem is the problem" [X Link](https://x.com/MattWat16001736/status/1780537009276072085) 2024-04-17T10:01Z [---] followers, [--] engagements "@wolfofharcourt @dataai Why $MELI has a higher multiple than $SE is beyond me" [X Link](https://x.com/MattWat16001736/status/1780970103900610586) 2024-04-18T14:42Z [---] followers, [---] engagements "@LPNational I used to agree but hear it's not going so well in SF Portland or Seattle" [X Link](https://x.com/MattWat16001736/status/1781486749736128743) 2024-04-20T00:55Z [---] followers, [---] engagements "@ocind @LanesWRLD_ @OptionsBuffett Well.stats on Shoppee Live vs TikTok show $SE is winning so far. In fact the "competition is fearce" bear thesis keeps being disproven time after time by superior $SE marketshare and Shoppee revenue growth. Lets review Q1 in May and revisit. $SE has superior founder LED DNA" [X Link](https://x.com/MattWat16001736/status/1781678867368890369) 2024-04-20T13:38Z [---] followers, [---] engagements "@ocind @LanesWRLD_ @OptionsBuffett Between Sea Money and Garena quarterly net cash flows $SE can compete easily against TTS. Note that TTS just raised its take rate in Indonesia. Shoppee can do same and increase cash flow. $SE crushed Lazada why is TTS different" [X Link](https://x.com/MattWat16001736/status/1781691179953770723) 2024-04-20T14:27Z [---] followers, [---] engagements "@VivekGRamaswamy Maybe relocate WH congress and supreme court out of DC.the DC culture may be tge problem" [X Link](https://x.com/MattWat16001736/status/1781752673697444035) 2024-04-20T18:31Z [---] followers, [--] engagements "@LA_stevens_ Personally hoping they move their $ to $SE. Hopefully trends in Brazil between the two as they compete will help pave the way. I understand $SE is gaining on $MELI in Brazil" [X Link](https://x.com/MattWat16001736/status/1782567806694793364) 2024-04-23T00:30Z [---] followers, [---] engagements "@realchrisrufo She appears more and more to be connected with the CIA. The question then becomes which other persons in power and control of media institutions are in bed with the CIA Each should be outed so that the public is more aware of the incentives to generate propaganda" [X Link](https://x.com/MattWat16001736/status/1783198806600769897) 2024-04-24T18:18Z [---] followers, [---] engagements "@SoCalGoulah8 Yeah.Cslifornia homes are twice as expensive.factor that and CA state income tax into the equation" [X Link](https://x.com/MattWat16001736/status/1784744946668384629) 2024-04-29T00:42Z [---] followers, [--] engagements "@LA_stevens_ I just sent an investor relations email request for update on the $SE Malaysia project in light of deadline stated in 2/2023 article and Microsoft announcement. I will update with any response received" [X Link](https://x.com/MattWat16001736/status/1785654851923304873) 2024-05-01T12:57Z [---] followers, [---] engagements "@RobGouveiaEsq That guy also worked for Biden and I think was working with Fani Willis as well" [X Link](https://x.com/MattWat16001736/status/1788325478714998898) 2024-05-08T21:49Z [---] followers, [--] engagements "@BidensWins You continue deficit spensing which worsens the problem" [X Link](https://x.com/MattWat16001736/status/1789237658557751789) 2024-05-11T10:14Z [---] followers, [--] engagements "@amuse @MikieSherrill Sad truth.the disgusting rhetoric will drive leftists to contibute to and vite for her" [X Link](https://x.com/MattWat16001736/status/1789454707762561135) 2024-05-12T00:37Z [---] followers, [--] engagements "@dirtygreenpaper Bet you wish you'd held your full $SE position continuously since beginning of year" [X Link](https://x.com/MattWat16001736/status/1790215751804104808) 2024-05-14T03:01Z [---] followers, [---] engagements "@LA_stevens_ $SE simply has stronger DNA than $MELI.yet everyone is afraid to admit it. Mark my words that will change within [--] months.likely well before then" [X Link](https://x.com/MattWat16001736/status/1790876461408153770) 2024-05-15T22:46Z [---] followers, [---] engagements "F##K FAUCI I joined @MariaBartiromo on @SundayFutures to discuss Faucis upcoming hearing. Fauci lied. He committed a felony. Its clear there was a massive cover-up from the beginning. https://t.co/KTcWDesqF8 I joined @MariaBartiromo on @SundayFutures to discuss Faucis upcoming hearing. Fauci lied. He committed a felony. Its clear there was a massive cover-up from the beginning. https://t.co/KTcWDesqF8" [X Link](https://x.com/MattWat16001736/status/1797461767381229994) 2024-06-03T02:54Z [---] followers, [--] engagements "@wolfofharcourt I think after losing FF in India and seeing how TikTok has been treated in Indonesia they will take the matter seriously and bring their "A" game. With that this inquiry will pass" [X Link](https://x.com/MattWat16001736/status/1797470899207364725) 2024-06-03T03:30Z [---] followers, [--] engagements "@JoeSquawk He's a counter to bad orange man and MAGA extremists and can thus do no harm ad must be protected" [X Link](https://x.com/MattWat16001736/status/1798347039774015592) 2024-06-05T13:32Z [---] followers, [--] engagements "@ElonsBootycheek @kylenabecker ππππ just hoping their decision wasn't based on race.that's what's important" [X Link](https://x.com/MattWat16001736/status/1799831335609262484) 2024-06-09T15:50Z [---] followers, [---] engagements "@LA_stevens_ Overwhelming evidence points to $SE being a stronger company than $MELI. People are afraid of ridicule from group think analysts and don't admit the obvious. $SE sales multiple will move to 4X then 5X TTM sales within 12-18 months.possibly much sooner as sentiment shifts" [X Link](https://x.com/MattWat16001736/status/1799858259731550419) 2024-06-09T17:37Z [---] followers, [---] engagements "@LastCallCNBC @DavidSacks Far right is ridiculous. The far lwft characterizes all moderates as far right" [X Link](https://x.com/MattWat16001736/status/1800335843867103380) 2024-06-11T01:14Z [---] followers, [--] engagements "@JoshKraushaar Maybe they get their way Biden gets elected then the leftist Hamas supporters get their way as Biden runs cover for their oppressor/colonialist campaign against jews" [X Link](https://x.com/MattWat16001736/status/1800336761580650978) 2024-06-11T01:18Z [---] followers, [--] engagements "@OliLondonTV And jewish people vote for the party that runs cover for these Hamas lovers. My prior belief that jewsh people are generally smart is diminishing rapidly" [X Link](https://x.com/MattWat16001736/status/1800337954898133391) 2024-06-11T01:23Z [---] followers, [--] engagements "@HumaZhr Until Hamas surrenders I'll buy double" [X Link](https://x.com/MattWat16001736/status/1800342239107043340) 2024-06-11T01:40Z [---] followers, [--] engagements "@SenBlumenthal I stand with Alito and POTUS independence you commie" [X Link](https://x.com/MattWat16001736/status/1800485143305670833) 2024-06-11T11:08Z [---] followers, [--] engagements "@thehill White house and individuals in the DOJ did" [X Link](https://x.com/MattWat16001736/status/1800540753653100938) 2024-06-11T14:49Z [---] followers, [--] engagements "@EliKorey It's crazy cheap when you reflect on amounts paid for the acquired businesses. I'm just not sure Ric can execute irrespective of all his hype. That said it'll grow at the first rate cut.that's certain" [X Link](https://x.com/MattWat16001736/status/1801300225451069799) 2024-06-13T17:06Z [---] followers, [--] engagements "@RepJeffries And you do that with high deficits that increase inflation and interest rates. You are credible only in a π€‘π©π" [X Link](https://x.com/MattWat16001736/status/1802728017405358257) 2024-06-17T15:40Z [---] followers, [--] engagements "If $MELI trades at 5X TTM sales why can't $SE trade at 4X TTM sales If 4X sales why not 4X forward sales What is 4X forward sales Do you expect 15% revenue growth or 20% Do we need to wait for $SE to dominate top line or Brazil first It will happen" [X Link](https://x.com/MattWat16001736/status/1805599446987641024) 2024-06-25T13:50Z [---] followers, [---] engagements "@wolfofharcourt $SE has only promised profitability by Q3.not before" [X Link](https://x.com/MattWat16001736/status/1806634547108364734) 2024-06-28T10:23Z [---] followers, [---] engagements "@hastyslowly @CCM_Brett JPM and DBS analysts just lowered price target based on competition worries. However Q1 grew 23% yoy when that same competition was around. $SE has a higher % share of e-commerce than $MELI and $AMZN. Covid era influence is now in background and all [--] divisions are growing" [X Link](https://x.com/MattWat16001736/status/1807046089687671054) 2024-06-29T13:38Z [---] followers, [---] engagements "@EdKrassen He's promoting Truth Social. That's the real reason he's not on X. That and the prior ban from leftists on the old Twitter left a bad taste in his mouth" [X Link](https://x.com/MattWat16001736/status/1807763830040068466) 2024-07-01T13:10Z [---] followers, [--] engagements "@dirtygreenpaper 100% agree.two more earnings calls plus a rate cut plus post election plus likely FF India sometime soon.BOOM into triple digits.it'll happen fast. $SE" [X Link](https://x.com/MattWat16001736/status/1807981059721613720) 2024-07-02T03:34Z [---] followers, [---] engagements "@alan_btc What's the relationship with Tencent that would create conflict for $SE which is Singapore" [X Link](https://x.com/MattWat16001736/status/1808333655988920397) 2024-07-03T02:55Z [---] followers, [--] engagements "@FedexSTi @fools_gd Quickly approaching profitability number one in app downloads and just overtook former #2 $AMZN. $SEπ" [X Link](https://x.com/MattWat16001736/status/1809784422046048314) 2024-07-07T03:00Z [---] followers, [---] engagements "@EdKrassen Democrats are pandering to ther pro Hamas faction.so yes he is correct" [X Link](https://x.com/MattWat16001736/status/1821625130826572202) 2024-08-08T19:10Z [---] followers, [--] engagements "Those crazy far right Brits need to quit complaining about open borders and accept multiculturalism lest they be labeled white supremists or islamaphobes Look at the tears of joys on her face. Mashallah This is so romantic and beautiful. Look at the tears of joys on her face. Mashallah This is so romantic and beautiful" [X Link](https://x.com/MattWat16001736/status/1821751472821817594) 2024-08-09T03:32Z [---] followers, [--] engagements "@TRobinsonNewEra @Keir_Starmer They may be successful in crushing it now but it will re-ignite unless policy changes and the gov't will deserve everything that happens to it as a result" [X Link](https://x.com/MattWat16001736/status/1822064628290957819) 2024-08-10T00:17Z [---] followers, [---] engagements "@DTF_Capital Would you happen to know what the take rates are for $AMZN and $MELI It would help me better understand what has been tested and deemed acceptable already" [X Link](https://x.com/MattWat16001736/status/1823014396366332241) 2024-08-12T15:11Z [---] followers, [---] engagements "People will all naturally migrate to using Grok and Google will be left behind in the AI competition for being too woke and dishonestπ I asked Grok to generate the Founding Fathers European Viking and Pope. Google this is how it's done: https://t.co/jzF5Y3xod4 I asked Grok to generate the Founding Fathers European Viking and Pope. Google this is how it's done: https://t.co/jzF5Y3xod4" [X Link](https://x.com/MattWat16001736/status/1823881405002039798) 2024-08-15T00:36Z [---] followers, [--] engagements "Screw chatGPT. All in for Grok everything that is banned censored not permitted or blocked on chatGPT is allowed and available on Grok. everything that is banned censored not permitted or blocked on chatGPT is allowed and available on Grok" [X Link](https://x.com/MattWat16001736/status/1823882336888394153) 2024-08-15T00:40Z [---] followers, [--] engagements "@Rasmussen_Poll They'll pull a nationwide Ilhan Omar.just wait.will be sus.AF" [X Link](https://x.com/MattWat16001736/status/1823894772727067025) 2024-08-15T01:29Z [---] followers, [---] engagements "The new DNC is racist AF Tomorrow's DNC schedule includes caucuses that are each divided by race. Seems about right. https://t.co/BABMNeuxSK Tomorrow's DNC schedule includes caucuses that are each divided by race. Seems about right. https://t.co/BABMNeuxSK" [X Link](https://x.com/MattWat16001736/status/1825309370768404561) 2024-08-18T23:10Z [---] followers, [--] engagements "@elonmusk Compliments of Grok" [X Link](https://x.com/MattWat16001736/status/1825309576687669655) 2024-08-18T23:11Z [---] followers, [--] engagements "@AshleyRindsberg @elonmusk @X That people say racist or antisemitic things is good. They are both identified and called out in real time. Also if there happens to be any problem with a group culture feedback is given so positive change can occur. Free speech is sunlight and is the best disinfectant" [X Link](https://x.com/MattWat16001736/status/1825490732703949146) 2024-08-19T11:11Z [---] followers, [--] engagements "@realchrisrufo Canned propaganda.seemed they had to work on it a while.kept cutting to different take.not super natural" [X Link](https://x.com/MattWat16001736/status/1826371888316313976) 2024-08-21T21:32Z [---] followers, [----] engagements "@choeshow Equity" [X Link](https://x.com/MattWat16001736/status/1827892211012276437) 2024-08-26T02:13Z [---] followers, [--] engagements "@shellenberger Brittain France and the USA are giving them cover based on ridiculous censorship policies" [X Link](https://x.com/MattWat16001736/status/1829035840565059931) 2024-08-29T05:58Z [---] followers, [--] engagements "@EdKrassen The brainwashing starts early" [X Link](https://x.com/MattWat16001736/status/1830207136426516681) 2024-09-01T11:32Z [---] followers, [---] engagements "@EdKrassen Democrats: the party of war censorship open borders run-a-way deficits and child genital mutilation" [X Link](https://x.com/MattWat16001736/status/1832804163874381873) 2024-09-08T15:32Z [---] followers, [--] engagements "@JoJoFromJerz @mikepompeo What does that even mean Clearly you aren't able to refute the compelling facts Pompeo provided. Your only argument is that you have TDS and orange man bad" [X Link](https://x.com/MattWat16001736/status/1833329871876919381) 2024-09-10T02:21Z [---] followers, [--] engagements "@GabGrowth Why would $HIMS want to do an offering when they have already committed to buybacks" [X Link](https://x.com/MattWat16001736/status/1833551761866424639) 2024-09-10T17:03Z [---] followers, [---] engagements "@AIStockSavvy I think Shopee is bigger than the merged Tokopedia/TikTok in Indonesia. If you believe I am wrong can you provide a citation" [X Link](https://x.com/MattWat16001736/status/1836449278258012438) 2024-09-18T16:56Z [---] followers, [--] engagements "@fundam_inv $GOOGL didn't want to partner with China" [X Link](https://x.com/MattWat16001736/status/1836578023258075641) 2024-09-19T01:28Z [---] followers, [--] engagements "@wolfofharcourt @Amarillo_Slim1 LFGπ. Why is $MELI at approx 6x ttm revenues yet $SE under 3.5x" [X Link](https://x.com/MattWat16001736/status/1836761998349971838) 2024-09-19T13:39Z [---] followers, [---] engagements "@stonkmetal @ecommerceshares Yes but look what $SE has accomplished in the last [--] years vs $MELI" [X Link](https://x.com/MattWat16001736/status/1838806699328635175) 2024-09-25T05:04Z [---] followers, [---] engagements "@GabGrowth @wolfofharcourt It's only portuguese speaking Brazil and $SE is doing just fine there.just look at their Brazil growth and profitability trends" [X Link](https://x.com/MattWat16001736/status/1839618754575032450) 2024-09-27T10:51Z [---] followers, [---] engagements "@60Minutes Maybe apologize for your bad reporting on the [----] Trump interview first" [X Link](https://x.com/MattWat16001736/status/1842708713326711138) 2024-10-05T23:29Z [---] followers, 13.3K engagements "@evans_billi80 @GRichM77 $SE price per share would be roughly 4x [----] revenues. This is not unreasonable. See $MELI for reference" [X Link](https://x.com/MattWat16001736/status/1843055987336548820) 2024-10-06T22:29Z [---] followers, [---] engagements "@MarioNawfal Is this real If so crazy people are in charge" [X Link](https://x.com/MattWat16001736/status/1843122713189286300) 2024-10-07T02:54Z [---] followers, [--] engagements "@AlThingsF1nanc3 My personal psychology says hope/optimism right now. Long $SE and all in since summer 2023" [X Link](https://x.com/MattWat16001736/status/1843870643533828302) 2024-10-09T04:26Z [---] followers, [---] engagements "@BehizyTweets He needs to stop pandering when we have [--] trillion in debt. Be better than the Dems please" [X Link](https://x.com/MattWat16001736/status/1844500998380978502) 2024-10-10T22:11Z [---] followers, [----] engagements "@DTF_Capital 100% $SE. It'll be bumpy but there's lots of upside still. Concentration increases both risk and reward. Time will tell. As I have stated many times I just don't see why $SE can't trade at 4x forward revenues. Can anyone do so honestly and convincingly" [X Link](https://x.com/MattWat16001736/status/1844506906930577857) 2024-10-10T22:34Z [---] followers, [---] engagements "@commactivisty @SeekingAlpha That doesn't make sense. How is middle east human rights relevant" [X Link](https://x.com/MattWat16001736/status/1844708227184791750) 2024-10-11T11:54Z [---] followers, [--] engagements "@ckrowlett @TrumpDailyPosts Slight case of TDS there ladyππππ. BTW he chose not to sit for a [--] minutes interview after they lied about the Biden laptop in the [----] interview and never corrected for the american people nor apologized to Trump" [X Link](https://x.com/MattWat16001736/status/1847002314424590453) 2024-10-17T19:50Z [---] followers, [--] engagements "@GabGrowth It's possible to correctly view $SE both ways simultaneously. However as some traders exit others enter anticipating [--] Billion [----] revenues and what multiple thereon is appropriate. Is it [--] $MELI trades at 6x ttm. Can $SE trade at 4X [----] revenues What about 5X" [X Link](https://x.com/MattWat16001736/status/1847859274514378945) 2024-10-20T04:35Z [---] followers, [---] engagements "The Democrats through their actions whether this DOD directive permitting murder of Americans continuous lawfare and censorship racist DEI policies or run-a-way spending are the actual threat to democracy. @RobertKennedyJr If you have not read DoD Directive [-------] here is the full document. Keep in mind they did this only weeks before the election. This allows our own military to use lethal force against us on U.S. soil. https://t.co/hAF5IJihkh @RobertKennedyJr If you have not read DoD Directive [-------] here is the full document. Keep in mind they did this only weeks before the election." [X Link](https://x.com/MattWat16001736/status/1849247216776446256) 2024-10-24T00:31Z [---] followers, [--] engagements "@60Minutes Until you release the transcript anything you say will be dismissed as leftist propaganda" [X Link](https://x.com/MattWat16001736/status/1853252375164657717) 2024-11-04T01:46Z [---] followers, [----] engagements "@60Minutes Release the transcripts of the Harris interview" [X Link](https://x.com/MattWat16001736/status/1853396532390695049) 2024-11-04T11:19Z [---] followers, [---] engagements "@OliLondonTV That GUY shouldn't have competed in the women's division of the olympics" [X Link](https://x.com/MattWat16001736/status/1853506639132762450) 2024-11-04T18:36Z [---] followers, [----] engagements "@GabGrowth Yeah.could conceivably go down a bit even with a double beat.which is fine.and also fine if it goes sideways a while. Ultimately current or future investors will bring $SE to 4X [----] est. revenues within [--] months" [X Link](https://x.com/MattWat16001736/status/1853961325736538501) 2024-11-06T00:43Z [---] followers, [---] engagements "@realroseceline @YasirBahrani When looking at last [--] year CAGR for $SE I want to understand why you aren't a fan of $SE" [X Link](https://x.com/MattWat16001736/status/1855643381294080427) 2024-11-10T16:07Z [---] followers, [--] engagements "@60Minutes Release the transcripts now since you eventually will be required via congressional subpoena or executive action" [X Link](https://x.com/MattWat16001736/status/1855792826543452643) 2024-11-11T02:01Z [---] followers, [---] engagements "@60Minutes Release the transcripts" [X Link](https://x.com/MattWat16001736/status/1855934551735837109) 2024-11-11T11:24Z [---] followers, [---] engagements "@LA_stevens_ With time people will realize $SE is just a better run company than $MELI. That doesn't mean MELI is bad.only that SE share price should be a higher revenue multiple than it currently is" [X Link](https://x.com/MattWat16001736/status/1856537041934143729) 2024-11-13T03:18Z [---] followers, [---] engagements "@SenJohnThune And with Trump cabinet picks whether you like them or not" [X Link](https://x.com/MattWat16001736/status/1857131593233842403) 2024-11-14T18:40Z [---] followers, [--] engagements "Compare and contrast with $SE. For instance when was each company incorporated and which is growing faster since inception. What's currently happening in Brazil Do both SEA and Latin America have similar tailwinds I can't wrap my head around why $SE trades at 2/3 the revenue multiple of $MELI. I know MELI margins are better but $SE trends can't be ignored" [X Link](https://x.com/MattWat16001736/status/1857136711488438602) 2024-11-14T19:01Z [---] followers, [---] engagements "@GabGrowth For perspective what have the $MELI and $AMZN CAGRs been since their respective IPO's" [X Link](https://x.com/MattWat16001736/status/1857997935260131560) 2024-11-17T04:03Z [---] followers, [----] engagements "@elonmusk 2021" [X Link](https://x.com/MattWat16001736/status/1860651912657309754) 2024-11-24T11:49Z [---] followers, [--] engagements "@ChrisCuomo Together with the emails by Joe under a fake name the national archive refuses to release and White House visitor logs it most likely does" [X Link](https://x.com/MattWat16001736/status/1864029426779885929) 2024-12-03T19:30Z [---] followers, [--] engagements "@GabGrowth Generally that FF is NOT evergreen and will not be able to fuel Shoppee and Sea Money growth in the future. This bear thesis was strongest prior to recent quarters showing Garena growth and disregarded India ban and end of lockdowns as justification for short term slump. $SE" [X Link](https://x.com/MattWat16001736/status/1864290377231966676) 2024-12-04T12:47Z [---] followers, [---] engagements "@GabGrowth As I continually re-evaluate my $SE position your well thought through independant analysis is much appreciated and respected" [X Link](https://x.com/MattWat16001736/status/1866570525763645672) 2024-12-10T19:47Z [---] followers, [---] engagements "@Jim_Jordan Now check with other federal gov't agencies.bet the number goes way way up" [X Link](https://x.com/MattWat16001736/status/1867816438599385506) 2024-12-14T06:18Z [---] followers, [--] engagements "@LauraLoomer Not sure those who voted against because debt ceiling raised are the problem. Trump csn remove that provision snd increase his vote count" [X Link](https://x.com/MattWat16001736/status/1869960250217955529) 2024-12-20T04:17Z [---] followers, [--] engagements "@LeoPerrotta @wolfofharcourt 4x forward revenues equates to a 25% bump to the existing share price. Based on growth momentum and outlook $133 isn't a stretch. The stock could easily hit 5x forward revenues. Just look at historic multiples for $SE and similar businesses like $MELI and $AMZN to compare" [X Link](https://x.com/MattWat16001736/status/1875966119573660032) 2025-01-05T18:02Z [---] followers, [---] engagements "@wolfofharcourt @MMMTwealth Side bet on whether $SE continues gaining market share on $MELI in Brazil based on comprehensive [----] data once available Offering [--] to one odds your favor. DM me" [X Link](https://x.com/MattWat16001736/status/1879478582499815571) 2025-01-15T10:39Z [---] followers, [---] engagements "@60Minutes Are you still cooking video's to make Trump opposition look better or did that stop when suit was filed" [X Link](https://x.com/MattWat16001736/status/1886508016994017519) 2025-02-03T20:12Z [---] followers, [--] engagements "@shipwreckedcrew Yeah.the DOJ needs to offer meaningful hearings asap. Bad PR not to.not to mention illegality and real world harm" [X Link](https://x.com/MattWat16001736/status/1903860027221291303) 2025-03-23T17:22Z [---] followers, [--] engagements "@GabGrowth Got a dollar says that just like $MELI went up today $SE will go up tomorrow.the FUD on businesses NOT directly affected by tariffs is borderline ridiculous" [X Link](https://x.com/MattWat16001736/status/1907892589917040888) 2025-04-03T20:26Z [---] followers, [---] engagements "@dirtygreenpaper ππππ the pain is real. $SE has the FUD sell-off untethered to reality situation also" [X Link](https://x.com/MattWat16001736/status/1908211030137725131) 2025-04-04T17:32Z [---] followers, [---] engagements "@wolfofharcourt They're scared of $SE's continued encroachment on their market share" [X Link](https://x.com/MattWat16001736/status/1909653363861442909) 2025-04-08T17:03Z [---] followers, [---] engagements "@rev_cap I've been tracking $SE since 6/2023. JPM analyst price target seems to track anticipated sentiment more than fundamentals. I only gie some weight since some others give them weight. Just remember $SE WILL grow fundamentals over 25% in next [--] months. Stock price will follow" [X Link](https://x.com/MattWat16001736/status/1921211217898586161) 2025-05-10T14:30Z [---] followers, [--] engagements "@Ashton_1nvests $SE Sea Limited is way better. Shoppee is better. SeaMoney is better. Garena with Free Fire is unstoppable. Higher market share in covered SE Asia areas which has a young demographic and macro economic tailwinds. If China exports less to USA directly SE Asia will benefit" [X Link](https://x.com/MattWat16001736/status/1921372986591826301) 2025-05-11T01:13Z [---] followers, [--] engagements "@Selling4Premium $SE down that far by 5/16 isn't teathered to reality" [X Link](https://x.com/MattWat16001736/status/1921381863043514601) 2025-05-11T01:48Z [---] followers, [---] engagements "@SwetalP41290270 @acethebullly 32% may seem like a lot until you look at the price to sales PEG revenue growth etc. $SE. In balance there's room to run" [X Link](https://x.com/MattWat16001736/status/1921383200279924841) 2025-05-11T01:53Z [---] followers, [--] engagements "@CorleoneDon77 $MELI is worried $SE is about to eat its Brazillian meal ticket. $MELI should worry" [X Link](https://x.com/MattWat16001736/status/1932474738590269578) 2025-06-10T16:27Z [---] followers, [---] engagements "@AndrewYang Maybe don't obstruct law enforcement from their lawful duties as a publicity stunt during your mayoral campaign" [X Link](https://x.com/MattWat16001736/status/1935137316953100381) 2025-06-18T00:47Z [---] followers, [--] engagements "@unusual_whales This needs verification. @grok can you verify the authenticity of the statement alledgedly made on Iranian state TV When what station by whom Any other relevant context" [X Link](https://x.com/MattWat16001736/status/1935139132948271477) 2025-06-18T00:54Z [---] followers, [----] engagements "@YDCrypto $110 better risk/reward accumulation point. Still a STRONG buy here assuming [---] year hold and cc's. $AMD" [X Link](https://x.com/MattWat16001736/status/1936590364787314834) 2025-06-22T01:01Z [---] followers, [--] engagements "@GabGrowth $200 by year end wouldn't be surprising. Neither would $1000 in [--] years. An absolutely incredibly well run founder led business. Covid was an anomoly and temporarily distorted CAGR. $SE π" [X Link](https://x.com/MattWat16001736/status/1937688142170984771) 2025-06-25T01:43Z [---] followers, [---] engagements "@catturd2 Actually good.less radical dems may not want to vite democrat" [X Link](https://x.com/MattWat16001736/status/1941842051554771082) 2025-07-06T12:49Z [---] followers, [--] engagements "@StockMarketNerd @_MAGA_Patriot It wanted to climb out of the hole in the AM but macros kept pushing it back down. If Monday is an up day.lets see" [X Link](https://x.com/MattWat16001736/status/1951403619997327479) 2025-08-01T22:04Z [---] followers, [--] engagements "@GabGrowth $SE simply has better dna than $MELI yet gets much less π«Ά" [X Link](https://x.com/MattWat16001736/status/1955231713522483367) 2025-08-12T11:35Z [---] followers, [---] engagements "@realMaalouf Seems as rational as a terrorist. Definitely has a grudge" [X Link](https://x.com/MattWat16001736/status/1958332613501825438) 2025-08-21T00:57Z [---] followers, [--] engagements "@RichardHanania I'll take christian nationalism over wokeism any day and I'm agnostic" [X Link](https://x.com/MattWat16001736/status/1970102038601064728) 2025-09-22T12:25Z [---] followers, [---] engagements "@JTLonsdale @grok which USA states permit first cousin marriage" [X Link](https://x.com/MattWat16001736/status/1972435609789845514) 2025-09-28T22:57Z [---] followers, [--] engagements "Wikipedia is captured and is fake news. I bet chatgpt relies hevily on it This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS" [X Link](https://x.com/MattWat16001736/status/1972839293942145033) 2025-09-30T01:41Z [---] followers, [--] engagements "@HolySmokas Is the electrification and automation of driving the future If so who is in pole position" [X Link](https://x.com/MattWat16001736/status/1972887699012145318) 2025-09-30T04:54Z [---] followers, [----] engagements "@Keir_Starmer He'll allow chaos to increase then demand more gov't powers and less individual freedom as means of dealing with them" [X Link](https://x.com/MattWat16001736/status/1973890116130385930) 2025-10-02T23:17Z [---] followers, [--] engagements "@Keir_Starmer He's amazingly dishonest. Gotta suck to be brittish right now" [X Link](https://x.com/MattWat16001736/status/1973890369915081097) 2025-10-02T23:18Z [---] followers, [--] engagements "@Keir_Starmer Feel sorry for what you have done to England. It's sad" [X Link](https://x.com/MattWat16001736/status/1974298047418188224) 2025-10-04T02:18Z [---] followers, [--] engagements "@JaguarAnalytics I heard $SE was eating their lunch in Brazil" [X Link](https://x.com/MattWat16001736/status/1974628466525102461) 2025-10-05T00:11Z [---] followers, [---] engagements "@JakeCan72 I'm an expat in Mexico and have heard no such thing" [X Link](https://x.com/MattWat16001736/status/1975732788860231824) 2025-10-08T01:19Z [---] followers, [---] engagements "@wolfofharcourt What's current status on market share and revenue trends in Brazil between $MELI and $SE. I own both. Is $SE still far behind but gaining mkt share What is the GMV for each for Brazil" [X Link](https://x.com/MattWat16001736/status/1976145971424776360) 2025-10-09T04:41Z [---] followers, [---] engagements "@K_JeanPierre You stand with mortgage fraudπ" [X Link](https://x.com/MattWat16001736/status/1976810477369147500) 2025-10-11T00:41Z [---] followers, [--] engagements "@PatternWatch1 Seems high risk but I could be wrong. I'm deep ITM 12/2025 and 1/2027 leaps and selling OTM [--] day calls against and raising pt and collecting premium as I go. Whatever the approach bullish $SE" [X Link](https://x.com/MattWat16001736/status/1855641963648745923) 2024-11-10T16:01Z [---] followers, [--] engagements "@GabGrowth Not true I bought the dip again and concurrently sold puts and purchased a few calls. So did anyone else with 1/2 a brain that has been tracking $SE. Opportunity NOW knocks loudly.that's what has changed" [X Link](https://x.com/MattWat16001736/status/1979006558819291369) 2025-10-17T02:08Z [---] followers, [---] engagements "@hataf_capital Amazing $SE analysis" [X Link](https://x.com/MattWat16001736/status/1979010207284912460) 2025-10-17T02:22Z [---] followers, [---] engagements "@60Minutes Unless unedited.zero trust" [X Link](https://x.com/MattWat16001736/status/1980441029162725726) 2025-10-21T01:08Z [---] followers, [---] engagements "Full blown woke mind virus in Switzerland CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3 CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3" [X Link](https://x.com/MattWat16001736/status/1981491207978308024) 2025-10-23T22:41Z [---] followers, [--] engagements "@RandPaul @Timcast You are working with McConnel to stop tarrifs that are helping to balance the budget. You are far from being the economic savior you represent yourself to be" [X Link](https://x.com/MattWat16001736/status/1984025361206931745) 2025-10-30T22:31Z [---] followers, [---] engagements "@SenRandPaul You know that's a political non starter and will destroy voting for republicans. You push it anyway. You know tarrifs are helping to balance the budget yet you destroy them by colluding with the uniparty which has been resonsible for the current debt the nation has. You suck" [X Link](https://x.com/MattWat16001736/status/1984274653754634746) 2025-10-31T15:01Z [---] followers, [---] engagements "Yeah.don't see $SE going below [---] day moving average (approx $151 (unless earnings tank) and that's unlikely as SEA macros are good and $MELI and $AMZN just had great quarters but maybe it does and you get filled. For me as a separate side bet I just bought 6/2026 expy $100 leaps for about $62.5 and sold cc's against them at $190. The gain will be just shy of approx. 50%. If doesn't hit I'll sell cc's again at $200 for March and collect premium. $SE is just such a great company. Even if revenue multiples compress a bit the speed of growth will inevitably continue to push it higher" [X Link](https://x.com/MattWat16001736/status/1984282692922314842) 2025-10-31T15:33Z [---] followers, [---] engagements "@matheussilvae @GarpandChill The posted article is clearly pro $SE in that it shows $SE executing successfully on its business plan. The idea that $SE will not continue to grow quickly in Brazil is wrong and will continue to be proven as such" [X Link](https://x.com/MattWat16001736/status/1985278994011337132) 2025-11-03T09:32Z [---] followers, [---] engagements "Will $SE beat or miss on Q3 revenue and earnings consensus next Tuesday morning Beat on both Beat on one/miss on one Just show results Miss on both Beat on both Beat on one/miss on one Just show results Miss on both" [X Link](https://x.com/MattWat16001736/status/1985757794482401547) 2025-11-04T17:15Z [---] followers, [---] engagements "@dirtygreenpaper Hard to see too big a dip at a time when lower rates are bringing more money into the market and company numbers keep coming in good. $SE is just above the [---] sma and unless a downside surprise should fare well regardless" [X Link](https://x.com/MattWat16001736/status/1985870096670343504) 2025-11-05T00:41Z [---] followers, [---] engagements "@davey_juice I'd be surprised if $SE goes below [---] sma before earnings. I'd slso be surprised if it misses consensus" [X Link](https://x.com/MattWat16001736/status/1986587207403262059) 2025-11-07T00:11Z [---] followers, [---] engagements "@GabGrowth Tik tok" [X Link](https://x.com/MattWat16001736/status/1988195734005706783) 2025-11-11T10:42Z [---] followers, [--] engagements "$SE traders pushing price down pre-market disregard 38% y/y revenue growth (beat) and fact that while EPS is 20% below expectations it's 145% y/y increase $SE is simply an exceptional company and price action will eventually whipsaw to $200 and beyond. If you grow at 38% you need to spend on capital improvements to sustain the growth and make it as efficient as possible" [X Link](https://x.com/MattWat16001736/status/1988212584940548586) 2025-11-11T11:49Z [---] followers, [----] engagements "@GabGrowth Smart to buy the dip $SE is AMAZING and my opinion is immediate price action is from traders who only see EPS miss yet don't see the big picture and disregard the "miss" is a 145% y/y increase" [X Link](https://x.com/MattWat16001736/status/1988213874353730033) 2025-11-11T11:55Z [---] followers, [---] engagements "Maybe traders took $ out of $SE and $MELI to chase the NVDA earning results pop today I also can't find adverse news. Further their recent showing of 145% eps y/y growth and 38.5% revenue y/y growth shouldn't be weighing down the stock. Regardless the set-up now is a projected 50% + bump from current levels by the middle of May 2026" [X Link](https://x.com/MattWat16001736/status/1991525855047135270) 2025-11-20T15:15Z [---] followers, [----] engagements "So correct me if I'm wrong but $SE seems to be trading today at the same revenue adjusted price as it did during the April [----] lows as revenues have increased approx 29% since then" [X Link](https://x.com/MattWat16001736/status/1991535623942074805) 2025-11-20T15:54Z [---] followers, [---] engagements "@stayinginvested $SE approximately same price to sales as April lows" [X Link](https://x.com/MattWat16001736/status/1991535876346900631) 2025-11-20T15:55Z [---] followers, [---] engagements "@e_commerce_king Easy for TikTok to grow that fast when their market share is so low and they deal with incompetent competitors which include all non $SE competitors" [X Link](https://x.com/MattWat16001736/status/1991882405347840032) 2025-11-21T14:52Z [---] followers, [---] engagements "@the_zack_zhu $SE isn't chinese" [X Link](https://x.com/MattWat16001736/status/1991943352582111528) 2025-11-21T18:54Z [---] followers, [---] engagements "@the_zack_zhu If it was a replica of a chinese business $SE wouldn't be absolutely destroying actual Chinese business competition. $SE operates from the legal and cultural framework of Singapore" [X Link](https://x.com/MattWat16001736/status/1992057883702469115) 2025-11-22T02:29Z [---] followers, [---] engagements "@CapexAndChill Now show me with clarity and detail how this compares to approach by $SE in Brazil and which based on stats and trends over last [--] years is working better" [X Link](https://x.com/MattWat16001736/status/1992431325786378740) 2025-11-23T03:13Z [---] followers, [---] engagements "@HyperTechInvest $SE" [X Link](https://x.com/MattWat16001736/status/1992437983568609749) 2025-11-23T03:40Z [---] followers, [---] engagements "@e_commerce_king I π U.You always say such sweet loving $SE wordsππ₯°π" [X Link](https://x.com/MattWat16001736/status/1992600160564846593) 2025-11-23T14:24Z [---] followers, [--] engagements "@kinginvestings $SE" [X Link](https://x.com/MattWat16001736/status/1992718164115816587) 2025-11-23T22:13Z [---] followers, [---] engagements "I absolutely value info provided by @the_zack_zhu and encourage continued posts. That $SE logistics costs are lower than $MELI is helpful information. So are the respective user base sizes. I can understand that average/median order size/cost for each is relevant to respective logistics costs" [X Link](https://x.com/MattWat16001736/status/1993557727038132280) 2025-11-26T05:49Z [---] followers, [---] engagements "* $SE stock price currently trades at price/sales of (4). *Per GROCK $SE closed at or above a price/sales of (5) 44% of the time since July 1st [----]. * $SE closed above price/sale of (6) [--] times year to date in [----] *The Price/Sales for $SE was generally ABOVE (5) until pandemic skyrocketed during pandemic and dropped below (5) after pandemic (2023 and 1H 2024). *The stock is re-stabilizing. Current and prospective price/sales to include Q4 [----] through Q3 [----] (assume typical 35% YOY revenue growth; actual growth may be different blah blah blah): TTM revenues NOW: [--] Billion TTM post Q4" [X Link](https://x.com/MattWat16001736/status/1994424390960705725) 2025-11-28T15:13Z [---] followers, [--] engagements "@CapexAndChill I'm guessing $SE capture of market share triggered the $MELI counter measures (reduced shipping cost). Where do you see this going with $SE What us your expectation on response" [X Link](https://x.com/MattWat16001736/status/1995997891014406230) 2025-12-02T23:25Z [---] followers, [---] engagements "As I continually witness the $SE balance sheet improve quarter over quarter over the last [---] years since I started holding I'm not sure they are adversely affected by inability to take on debt on the terms $MELI has engaged. As with $MELI $SE'S Monee is compounding nicely. Further $SE has lots of fcf from Garena available for whatever comes up. That said I wasn't aware of the information you posted and am very appreciative" [X Link](https://x.com/MattWat16001736/status/1997077722410176655) 2025-12-05T22:56Z [---] followers, [---] engagements "Focus on the fundamentals. Reply to me with the [----] vs [----] revenues free cash flow price to sales peg and market share of each market it is in. Look at analyst growth and pe forward projections. The company is a beast. $SE is way stronger now. It just ran from $35 to $200 and is now retracing for a breather. What are the expected [----] revenues What is the marketcap with a 5X multiple What % of the time did it have at least a 5X sales multiple since 7/2024 (hint it's 44%)" [X Link](https://x.com/MattWat16001736/status/1997543844213063968) 2025-12-07T05:48Z [---] followers, [---] engagements "@GabGrowth @demonroj π―.the goodwill generated far exceeds cost. $SE is always calculated in movement" [X Link](https://x.com/MattWat16001736/status/1998045344861753482) 2025-12-08T15:01Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MattWat16001736 Matt WatsonMatt Watson posts on X about $se, $meli, brazil, tiktok the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks countries finance technology brands social networks celebrities us election musicians currencies
Social topic influence $se #45, $meli, brazil, tiktok, money, $amzn, if you, hamas, debt, india
Top accounts mentioned or mentioned by @gabgrowth @lastevens @wolfofharcourt @60minutes @dirtygreenpaper @ecommerceking @edkrassen @thezackzhu @capexandchill @elonmusk @keirstarmer @realchrisrufo @grok @ploughpenny @e_commerce_king @charliekirk11 @lafforug @vivekgramaswamy @hebrosteele @ocind
Top assets mentioned Sea Limited (SE) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) GrokCoin (GROKCOIN) Alphabet Inc Class A (GOOGL) United Airlines Holdings, Inc. (UAL) PayPal Holdings Inc (PYPL) DisChain (DIS) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD)
Top posts by engagements in the last [--] hours
"@ConceptualJames @charliekirk11 Are you suggesting buying certain Biden family artwork could persuade federal authorities to release per your request that may actually be true"
X Link 2023-08-28T00:38Z [---] followers, [--] engagements
"@ScottAdamsSays Awesome ur no longer muzzled by Dilbert newspaper work"
X Link 2023-08-30T22:44Z [---] followers, [--] engagements
"@redsteeze Marc Andreessen on Joe Rogan super informative on this topic. AI needs to NOT be another censorship platform"
X Link 2023-08-31T20:47Z [---] followers, [--] engagements
"@SageHillfarms @aaronsibarium If he stopped affirmative action he sounds like a good guy to me. I never will understand the psychology of those who insist on grouping and classifying persons based on immutable characteristics.seems inherently cold and ugly"
X Link 2023-09-06T14:05Z [---] followers, [--] engagements
"@CommunityNotes I heard groups are able to "game" the Wikipedia article update process. Are similar concerns present here"
X Link 2023-09-13T02:57Z [---] followers, [--] engagements
"@AmiriKing Horrible it happened but can't stop helping people because you're scared"
X Link 2023-09-15T16:05Z [---] followers, [--] engagements
"@IanJaeger29 They need to be ready with clear and simple uniform messaging. A couple big colorful charts on debt and deficit over time will help"
X Link 2023-09-20T00:31Z [---] followers, [--] engagements
"@ProjectLincoln So say the people funding your propaganda"
X Link 2023-10-01T15:46Z [---] followers, [--] engagements
"@LA_stevens_ While overly simplistic in attribution Garena/FF experienced similar "re-opening" woes. I'm bullish on revenue growth for Q3+Q4 (TikTok ban)(FF India) but especially for Q1 and Q2 [----] per reopening comps. I say this with high rates in the background. What are your thoughts"
X Link 2023-10-06T15:21Z [---] followers, [---] engagements
"@lafforug And.3) to give serial entrepreneur Ric Fulup an exit ramp"
X Link 2023-10-07T12:43Z [---] followers, [---] engagements
"@TheRabbitHole84 Straight up racism. Merit I guess isn't as important as skin color with leftists"
X Link 2023-10-26T05:41Z [---] followers, [--] engagements
"@leslibless Lets just make sure this isn't the fbi creating a case to look good. I'm from Houston. There's a robust international community. Texans love guns. If he overstayed his visa deport. If he broke gun laws prosecute. However if you claim terrorist show me sufficient proof"
X Link 2023-11-04T01:08Z [---] followers, [---] engagements
"@lafforug @MJD007 Sounds like a problem. Good management will first not overspend on tech acquisition second not burn through very limited cash reserves and third not leave tge fate of their future to the federal reserve"
X Link 2023-11-13T16:24Z [---] followers, [--] engagements
"@jb_equities 100%. $SE π. However it may bounce around a bit through mid January.maybe even drop as low as [--] or [--]. However demonstrable material growth is clearly on the horizon with Q4 (Ff India; TikTok ban; Marketing/ads momentum) plus good Garena YOY comps in Q1 2024"
X Link 2023-11-16T20:54Z [---] followers, [---] engagements
"@torovictorioso Wasn't there a fear that TikTok would destroy META in the USA Didn't time show that fear to be very much overblown"
X Link 2023-11-29T16:55Z [---] followers, [---] engagements
"@FrameworkWisely They've ( $SE ) grown revenues much more and faster than $MELI. In fact $MELI may be better long term if it applied the $SE approach. When did $MELI start and when did $SE start. What are current revenues / mkt share for each $SE is an actual π"
X Link 2023-12-04T03:04Z [---] followers, [---] engagements
"@MarketCurrents I'll be curious to see how $SE Shopee grows GMV and order volume over Q4. I think the market is underestimating. Also curious how FF most downloaded worldwide in November transfers into Q4 revenues. Finally I'm betting Sea Money revenue growth re-accellerates in Q4"
X Link 2023-12-04T13:43Z [---] followers, [---] engagements
"@InvestorHive $SE does spend more but also retains a MUCH HIGHER percentage of the markets it is in"
X Link 2023-12-04T13:47Z [---] followers, [---] engagements
"@LA_stevens_ Would be nice but maybe they don't want to show their cards and don't want to be tied into a particular strategy but instead turn on a dime whenever expedient. As much as it kills me I'm able to wait til next earnings call in February 2024"
X Link 2023-12-06T14:38Z [---] followers, [--] engagements
"@dirtygreenpaper Very optimistic with the $SE Shopee new customer acquisition and revenue growth plan for Q4. Also I believe Garena has stabilized and is returning to growth. Sea Money will remain above 30% growth YOY. We should get update on the new data center with Q4 earnings. π"
X Link 2023-12-09T05:20Z [---] followers, [---] engagements
"@dirtygreenpaper TikTok did't destroy existing platforms in the USA (sure landscape changed).why would Indonesia be any different for $SE"
X Link 2023-12-11T11:39Z [---] followers, [---] engagements
"@Crussian17 $SE End of [----] will be [--] years of back to back cap/share price drop all the while the company continues to grow. W/ M&A ramp up started approx. 7/2023 Q4 will show accelerating revenue growth which will explode on a top line YOY basis Q1 [----]. Stay patient"
X Link 2023-12-15T19:17Z [---] followers, [---] engagements
"SPOTLIGHT: Awesome to identify and call out. If Claudine Gay where else does it go and how much else does Google hide Who's the shot caller"
X Link 2023-12-19T01:42Z [---] followers, [--] engagements
"π€―π‘ it's not anti-immigration to acknowledge the USA simply lacks the resources. Those who believe otherwise need to go back and take math again"
X Link 2023-12-19T23:32Z [---] followers, [--] engagements
"Fu*k racist DEI and the crazy woke people who worship it. Colorblind meritocracy is the only way forward In the year after the George Floyd riots S&P100 companies added more than [------] jobs. White Americans more than half the adult population got just 6% of them. Thousands of young white graduates entering the workforce found their path blocked not because of ability or https://t.co/PuWC2nqY9M In the year after the George Floyd riots S&P100 companies added more than [------] jobs. White Americans more than half the adult population got just 6% of them. Thousands of young white graduates"
X Link 2024-01-03T19:30Z [---] followers, [--] engagements
"If you see this.repost it please. Speaker Johnson- its been [--] days since you made a promise to make all January 6th footage available to all Americans. Only [--] videos were released. This is a tiny fraction of the [-----] hours of footage. Nothing has been updated since you made this promise and its never Speaker Johnson- its been [--] days since you made a promise to make all January 6th footage available to all Americans. Only [--] videos were released. This is a tiny fraction of the [-----] hours of footage. Nothing has been updated since you made this promise and its never"
X Link 2024-01-04T18:48Z [---] followers, [--] engagements
"@DrEliDavid Obviously each Hamas member must be eliminated.pretty basic actually"
X Link 2024-01-09T00:53Z [--] followers, [--] engagements
"@paulg May sound sick but I've got $100 that says the shooter was Hamas with intent to scare Gaza residents into remaining there as human shields and at same time drumming up sympathy for Gaza residents while painting Israel soldiers as bad"
X Link 2024-01-10T00:53Z [--] followers, [--] engagements
"@EdKrassen He totally encouraged and benefitted. If you honestly believe otherwise please lay off Hunter's pipe"
X Link 2024-01-11T03:48Z [---] followers, [--] engagements
"@kevinnbass And further teenage girls with autism or other separate mental health issues.answer it's a social contagion fueled by censorship medical sector profit and virtue signaling woke weirdos"
X Link 2024-01-11T13:28Z [--] followers, [--] engagements
"@Br_4very @shaneyyricch I thought it looked over the top so independently looked at youtube executive team pics on an internet site.says the content director is a guy by the name of Rob Tye who doesn't look like this. I'm not big on getting fake news so I'll need to unfollow @shaneyyricch"
X Link 2024-01-11T23:11Z [---] followers, [---] engagements
"@InfoAgeStrategy Who pays you and how much do you make for your opinions"
X Link 2024-01-12T17:27Z [---] followers, [---] engagements
"@RealCandaceO Get tired of Trump's bashing everyone all the time. Vivek seems super genuine honest hardworking etc. and he's not a narcassist and doesn't have TDS baggage"
X Link 2024-01-14T04:51Z [---] followers, [--] engagements
"@TaraBull808 Much more than Trump Biden Desantis or Haley"
X Link 2024-01-14T14:09Z [---] followers, [--] engagements
"@simonateba @VivekGRamaswamy @realDonaldTrump Vivek is an amazing individual who is not beholden to corporate america or mega donors and who wants to put America first. Thank you @simonateba for speaking up as you risk passionate Trump supporters now atacking you. However you said what needed to be said"
X Link 2024-01-14T18:02Z [---] followers, [--] engagements
"@MattWalshBlog Disagree. Trump's unfounded personal attack on Vivek speaks volumes to his character. Trump is more interested in winning than the best interests of America"
X Link 2024-01-14T22:08Z [--] followers, [--] engagements
"This is actually huge for $SE. It negates the bear thesis that Tiktok shop will destroy SEA Limited. What are the other bear thesis sources of FUD Let's destroy them one by one $SE stock price drop after 3Q earnings due to shopee live streaming investment. Investors run away from uncertainty. But while TikTok shop was banned it was wise to invest. Sohow has investment in live commerce in Indonesia changed things The answer. https://t.co/JIyagKBJQR $SE stock price drop after 3Q earnings due to shopee live streaming investment. Investors run away from uncertainty. But while TikTok shop was"
X Link 2024-01-18T13:53Z [--] followers, [---] engagements
"@charliekirk11 Shareholders beware. Separately I'll investigate United as an opportunity to short $UAL. Management may not be focused on the bottom line"
X Link 2024-01-18T15:29Z [---] followers, [--] engagements
"@deanbphillips Dean Phillips = pro DEI = bad for USA"
X Link 2024-01-20T17:08Z [---] followers, [--] engagements
"@LA_stevens_ Why $SE goes up and down with chinese stocks at all is perplexing unless traders really are that ignorant"
X Link 2024-01-23T19:12Z [---] followers, [---] engagements
"@PositiveInvst π―.and I truly think $SE has a superior business culture and business model to $MELI. Where are they each currently on revenues/otherwise and how long did each take to get there Mercado pay vs. Sea Money broken out and analyzed. Garena variable. Brazil"
X Link 2024-01-27T20:05Z [---] followers, [---] engagements
"@stillgray Taylor swift controversy is vehicle to control AI in a way advantageous to the democrat party"
X Link 2024-01-28T20:07Z [---] followers, [---] engagements
"@Hebro_Steele @amazon @kanyewest Is it still banned"
X Link 2024-02-11T04:53Z [---] followers, [--] engagements
"@Kross_Roads ADL is woke garbage. Glad there's indication $PYPL will get out of politics and focus on ONLY its core business with any lawful business"
X Link 2024-02-13T10:39Z [---] followers, [---] engagements
"$DIS + woke DEI = EXCLUSIVE: In [----] then-Disney CEO Bob Chapek announced that the company would create a racial quota for its charitable giving and spend at least $1 billion on "diverse suppliers" a euphemism for race-based discrimination against white- and Asian-led firms. https://t.co/R7ErkOUabI EXCLUSIVE: In [----] then-Disney CEO Bob Chapek announced that the company would create a racial quota for its charitable giving and spend at least $1 billion on "diverse suppliers" a euphemism for race-based discrimination against white- and Asian-led firms. https://t.co/R7ErkOUabI"
X Link 2024-02-14T06:12Z [---] followers, [--] engagements
"@RepAdamSchiff Just pass the H.R. [--] in the senate. They'll review foreign aid then"
X Link 2024-02-14T06:24Z [---] followers, [--] engagements
"@farzyness @elonmusk @RealAlexJones They are realizing that the more they implement censorship the more they lose user screen time to X and that some of those lost may not return"
X Link 2024-02-15T21:44Z [---] followers, [--] engagements
"@krassenstein You are transparently a partisan propagandist. I now see you the same as brooklyn dad and jojo from jersey. This can't be undone"
X Link 2024-02-17T04:38Z [---] followers, [--] engagements
"@EndWokeness Aren't all shoplifters white Google wouldn't lie"
X Link 2024-02-26T22:58Z [---] followers, [--] engagements
"@LA_stevens_ Gotta be something communicated on/before Q1 earnings call in about 9-10 weeks.I'd really like to see a data center under development in at least [--] of the countries they're in before year's end. $SE"
X Link 2024-03-05T02:56Z [---] followers, [---] engagements
"@doge_albania @WholeMarsBlog Memory lane"
X Link 2024-03-25T02:28Z [---] followers, [--] engagements
"@Hebro_Steele @YouTube @Vimeo DEI is destructive. This video simply exemplifies the problem"
X Link 2024-04-06T03:24Z [---] followers, [---] engagements
"@MikeBenzCyber If charged which countries would Musk need to avoid. Who is in sync with Brazil Who would arrest and turn over to Brazil"
X Link 2024-04-08T00:50Z [---] followers, [--] engagements
"@OMillionaires Post the JPM comments"
X Link 2024-04-16T14:35Z [---] followers, [---] engagements
"@realchrisrufo Good reminder on why I had stopped listening to NPR. The staff that doesn't see the the problem is the problem"
X Link 2024-04-17T10:01Z [---] followers, [--] engagements
"@wolfofharcourt @dataai Why $MELI has a higher multiple than $SE is beyond me"
X Link 2024-04-18T14:42Z [---] followers, [---] engagements
"@LPNational I used to agree but hear it's not going so well in SF Portland or Seattle"
X Link 2024-04-20T00:55Z [---] followers, [---] engagements
"@ocind @LanesWRLD_ @OptionsBuffett Well.stats on Shoppee Live vs TikTok show $SE is winning so far. In fact the "competition is fearce" bear thesis keeps being disproven time after time by superior $SE marketshare and Shoppee revenue growth. Lets review Q1 in May and revisit. $SE has superior founder LED DNA"
X Link 2024-04-20T13:38Z [---] followers, [---] engagements
"@ocind @LanesWRLD_ @OptionsBuffett Between Sea Money and Garena quarterly net cash flows $SE can compete easily against TTS. Note that TTS just raised its take rate in Indonesia. Shoppee can do same and increase cash flow. $SE crushed Lazada why is TTS different"
X Link 2024-04-20T14:27Z [---] followers, [---] engagements
"@VivekGRamaswamy Maybe relocate WH congress and supreme court out of DC.the DC culture may be tge problem"
X Link 2024-04-20T18:31Z [---] followers, [--] engagements
"@LA_stevens_ Personally hoping they move their $ to $SE. Hopefully trends in Brazil between the two as they compete will help pave the way. I understand $SE is gaining on $MELI in Brazil"
X Link 2024-04-23T00:30Z [---] followers, [---] engagements
"@realchrisrufo She appears more and more to be connected with the CIA. The question then becomes which other persons in power and control of media institutions are in bed with the CIA Each should be outed so that the public is more aware of the incentives to generate propaganda"
X Link 2024-04-24T18:18Z [---] followers, [---] engagements
"@SoCalGoulah8 Yeah.Cslifornia homes are twice as expensive.factor that and CA state income tax into the equation"
X Link 2024-04-29T00:42Z [---] followers, [--] engagements
"@LA_stevens_ I just sent an investor relations email request for update on the $SE Malaysia project in light of deadline stated in 2/2023 article and Microsoft announcement. I will update with any response received"
X Link 2024-05-01T12:57Z [---] followers, [---] engagements
"@RobGouveiaEsq That guy also worked for Biden and I think was working with Fani Willis as well"
X Link 2024-05-08T21:49Z [---] followers, [--] engagements
"@BidensWins You continue deficit spensing which worsens the problem"
X Link 2024-05-11T10:14Z [---] followers, [--] engagements
"@amuse @MikieSherrill Sad truth.the disgusting rhetoric will drive leftists to contibute to and vite for her"
X Link 2024-05-12T00:37Z [---] followers, [--] engagements
"@dirtygreenpaper Bet you wish you'd held your full $SE position continuously since beginning of year"
X Link 2024-05-14T03:01Z [---] followers, [---] engagements
"@LA_stevens_ $SE simply has stronger DNA than $MELI.yet everyone is afraid to admit it. Mark my words that will change within [--] months.likely well before then"
X Link 2024-05-15T22:46Z [---] followers, [---] engagements
"F##K FAUCI I joined @MariaBartiromo on @SundayFutures to discuss Faucis upcoming hearing. Fauci lied. He committed a felony. Its clear there was a massive cover-up from the beginning. https://t.co/KTcWDesqF8 I joined @MariaBartiromo on @SundayFutures to discuss Faucis upcoming hearing. Fauci lied. He committed a felony. Its clear there was a massive cover-up from the beginning. https://t.co/KTcWDesqF8"
X Link 2024-06-03T02:54Z [---] followers, [--] engagements
"@wolfofharcourt I think after losing FF in India and seeing how TikTok has been treated in Indonesia they will take the matter seriously and bring their "A" game. With that this inquiry will pass"
X Link 2024-06-03T03:30Z [---] followers, [--] engagements
"@JoeSquawk He's a counter to bad orange man and MAGA extremists and can thus do no harm ad must be protected"
X Link 2024-06-05T13:32Z [---] followers, [--] engagements
"@ElonsBootycheek @kylenabecker ππππ just hoping their decision wasn't based on race.that's what's important"
X Link 2024-06-09T15:50Z [---] followers, [---] engagements
"@LA_stevens_ Overwhelming evidence points to $SE being a stronger company than $MELI. People are afraid of ridicule from group think analysts and don't admit the obvious. $SE sales multiple will move to 4X then 5X TTM sales within 12-18 months.possibly much sooner as sentiment shifts"
X Link 2024-06-09T17:37Z [---] followers, [---] engagements
"@LastCallCNBC @DavidSacks Far right is ridiculous. The far lwft characterizes all moderates as far right"
X Link 2024-06-11T01:14Z [---] followers, [--] engagements
"@JoshKraushaar Maybe they get their way Biden gets elected then the leftist Hamas supporters get their way as Biden runs cover for their oppressor/colonialist campaign against jews"
X Link 2024-06-11T01:18Z [---] followers, [--] engagements
"@OliLondonTV And jewish people vote for the party that runs cover for these Hamas lovers. My prior belief that jewsh people are generally smart is diminishing rapidly"
X Link 2024-06-11T01:23Z [---] followers, [--] engagements
"@HumaZhr Until Hamas surrenders I'll buy double"
X Link 2024-06-11T01:40Z [---] followers, [--] engagements
"@SenBlumenthal I stand with Alito and POTUS independence you commie"
X Link 2024-06-11T11:08Z [---] followers, [--] engagements
"@thehill White house and individuals in the DOJ did"
X Link 2024-06-11T14:49Z [---] followers, [--] engagements
"@EliKorey It's crazy cheap when you reflect on amounts paid for the acquired businesses. I'm just not sure Ric can execute irrespective of all his hype. That said it'll grow at the first rate cut.that's certain"
X Link 2024-06-13T17:06Z [---] followers, [--] engagements
"@RepJeffries And you do that with high deficits that increase inflation and interest rates. You are credible only in a π€‘π©π"
X Link 2024-06-17T15:40Z [---] followers, [--] engagements
"If $MELI trades at 5X TTM sales why can't $SE trade at 4X TTM sales If 4X sales why not 4X forward sales What is 4X forward sales Do you expect 15% revenue growth or 20% Do we need to wait for $SE to dominate top line or Brazil first It will happen"
X Link 2024-06-25T13:50Z [---] followers, [---] engagements
"@wolfofharcourt $SE has only promised profitability by Q3.not before"
X Link 2024-06-28T10:23Z [---] followers, [---] engagements
"@hastyslowly @CCM_Brett JPM and DBS analysts just lowered price target based on competition worries. However Q1 grew 23% yoy when that same competition was around. $SE has a higher % share of e-commerce than $MELI and $AMZN. Covid era influence is now in background and all [--] divisions are growing"
X Link 2024-06-29T13:38Z [---] followers, [---] engagements
"@EdKrassen He's promoting Truth Social. That's the real reason he's not on X. That and the prior ban from leftists on the old Twitter left a bad taste in his mouth"
X Link 2024-07-01T13:10Z [---] followers, [--] engagements
"@dirtygreenpaper 100% agree.two more earnings calls plus a rate cut plus post election plus likely FF India sometime soon.BOOM into triple digits.it'll happen fast. $SE"
X Link 2024-07-02T03:34Z [---] followers, [---] engagements
"@alan_btc What's the relationship with Tencent that would create conflict for $SE which is Singapore"
X Link 2024-07-03T02:55Z [---] followers, [--] engagements
"@FedexSTi @fools_gd Quickly approaching profitability number one in app downloads and just overtook former #2 $AMZN. $SEπ"
X Link 2024-07-07T03:00Z [---] followers, [---] engagements
"@EdKrassen Democrats are pandering to ther pro Hamas faction.so yes he is correct"
X Link 2024-08-08T19:10Z [---] followers, [--] engagements
"Those crazy far right Brits need to quit complaining about open borders and accept multiculturalism lest they be labeled white supremists or islamaphobes Look at the tears of joys on her face. Mashallah This is so romantic and beautiful. Look at the tears of joys on her face. Mashallah This is so romantic and beautiful"
X Link 2024-08-09T03:32Z [---] followers, [--] engagements
"@TRobinsonNewEra @Keir_Starmer They may be successful in crushing it now but it will re-ignite unless policy changes and the gov't will deserve everything that happens to it as a result"
X Link 2024-08-10T00:17Z [---] followers, [---] engagements
"@DTF_Capital Would you happen to know what the take rates are for $AMZN and $MELI It would help me better understand what has been tested and deemed acceptable already"
X Link 2024-08-12T15:11Z [---] followers, [---] engagements
"People will all naturally migrate to using Grok and Google will be left behind in the AI competition for being too woke and dishonestπ I asked Grok to generate the Founding Fathers European Viking and Pope. Google this is how it's done: https://t.co/jzF5Y3xod4 I asked Grok to generate the Founding Fathers European Viking and Pope. Google this is how it's done: https://t.co/jzF5Y3xod4"
X Link 2024-08-15T00:36Z [---] followers, [--] engagements
"Screw chatGPT. All in for Grok everything that is banned censored not permitted or blocked on chatGPT is allowed and available on Grok. everything that is banned censored not permitted or blocked on chatGPT is allowed and available on Grok"
X Link 2024-08-15T00:40Z [---] followers, [--] engagements
"@Rasmussen_Poll They'll pull a nationwide Ilhan Omar.just wait.will be sus.AF"
X Link 2024-08-15T01:29Z [---] followers, [---] engagements
"The new DNC is racist AF Tomorrow's DNC schedule includes caucuses that are each divided by race. Seems about right. https://t.co/BABMNeuxSK Tomorrow's DNC schedule includes caucuses that are each divided by race. Seems about right. https://t.co/BABMNeuxSK"
X Link 2024-08-18T23:10Z [---] followers, [--] engagements
"@elonmusk Compliments of Grok"
X Link 2024-08-18T23:11Z [---] followers, [--] engagements
"@AshleyRindsberg @elonmusk @X That people say racist or antisemitic things is good. They are both identified and called out in real time. Also if there happens to be any problem with a group culture feedback is given so positive change can occur. Free speech is sunlight and is the best disinfectant"
X Link 2024-08-19T11:11Z [---] followers, [--] engagements
"@realchrisrufo Canned propaganda.seemed they had to work on it a while.kept cutting to different take.not super natural"
X Link 2024-08-21T21:32Z [---] followers, [----] engagements
"@choeshow Equity"
X Link 2024-08-26T02:13Z [---] followers, [--] engagements
"@shellenberger Brittain France and the USA are giving them cover based on ridiculous censorship policies"
X Link 2024-08-29T05:58Z [---] followers, [--] engagements
"@EdKrassen The brainwashing starts early"
X Link 2024-09-01T11:32Z [---] followers, [---] engagements
"@EdKrassen Democrats: the party of war censorship open borders run-a-way deficits and child genital mutilation"
X Link 2024-09-08T15:32Z [---] followers, [--] engagements
"@JoJoFromJerz @mikepompeo What does that even mean Clearly you aren't able to refute the compelling facts Pompeo provided. Your only argument is that you have TDS and orange man bad"
X Link 2024-09-10T02:21Z [---] followers, [--] engagements
"@GabGrowth Why would $HIMS want to do an offering when they have already committed to buybacks"
X Link 2024-09-10T17:03Z [---] followers, [---] engagements
"@AIStockSavvy I think Shopee is bigger than the merged Tokopedia/TikTok in Indonesia. If you believe I am wrong can you provide a citation"
X Link 2024-09-18T16:56Z [---] followers, [--] engagements
"@fundam_inv $GOOGL didn't want to partner with China"
X Link 2024-09-19T01:28Z [---] followers, [--] engagements
"@wolfofharcourt @Amarillo_Slim1 LFGπ. Why is $MELI at approx 6x ttm revenues yet $SE under 3.5x"
X Link 2024-09-19T13:39Z [---] followers, [---] engagements
"@stonkmetal @ecommerceshares Yes but look what $SE has accomplished in the last [--] years vs $MELI"
X Link 2024-09-25T05:04Z [---] followers, [---] engagements
"@GabGrowth @wolfofharcourt It's only portuguese speaking Brazil and $SE is doing just fine there.just look at their Brazil growth and profitability trends"
X Link 2024-09-27T10:51Z [---] followers, [---] engagements
"@60Minutes Maybe apologize for your bad reporting on the [----] Trump interview first"
X Link 2024-10-05T23:29Z [---] followers, 13.3K engagements
"@evans_billi80 @GRichM77 $SE price per share would be roughly 4x [----] revenues. This is not unreasonable. See $MELI for reference"
X Link 2024-10-06T22:29Z [---] followers, [---] engagements
"@MarioNawfal Is this real If so crazy people are in charge"
X Link 2024-10-07T02:54Z [---] followers, [--] engagements
"@AlThingsF1nanc3 My personal psychology says hope/optimism right now. Long $SE and all in since summer 2023"
X Link 2024-10-09T04:26Z [---] followers, [---] engagements
"@BehizyTweets He needs to stop pandering when we have [--] trillion in debt. Be better than the Dems please"
X Link 2024-10-10T22:11Z [---] followers, [----] engagements
"@DTF_Capital 100% $SE. It'll be bumpy but there's lots of upside still. Concentration increases both risk and reward. Time will tell. As I have stated many times I just don't see why $SE can't trade at 4x forward revenues. Can anyone do so honestly and convincingly"
X Link 2024-10-10T22:34Z [---] followers, [---] engagements
"@commactivisty @SeekingAlpha That doesn't make sense. How is middle east human rights relevant"
X Link 2024-10-11T11:54Z [---] followers, [--] engagements
"@ckrowlett @TrumpDailyPosts Slight case of TDS there ladyππππ. BTW he chose not to sit for a [--] minutes interview after they lied about the Biden laptop in the [----] interview and never corrected for the american people nor apologized to Trump"
X Link 2024-10-17T19:50Z [---] followers, [--] engagements
"@GabGrowth It's possible to correctly view $SE both ways simultaneously. However as some traders exit others enter anticipating [--] Billion [----] revenues and what multiple thereon is appropriate. Is it [--] $MELI trades at 6x ttm. Can $SE trade at 4X [----] revenues What about 5X"
X Link 2024-10-20T04:35Z [---] followers, [---] engagements
"The Democrats through their actions whether this DOD directive permitting murder of Americans continuous lawfare and censorship racist DEI policies or run-a-way spending are the actual threat to democracy. @RobertKennedyJr If you have not read DoD Directive [-------] here is the full document. Keep in mind they did this only weeks before the election. This allows our own military to use lethal force against us on U.S. soil. https://t.co/hAF5IJihkh @RobertKennedyJr If you have not read DoD Directive [-------] here is the full document. Keep in mind they did this only weeks before the election."
X Link 2024-10-24T00:31Z [---] followers, [--] engagements
"@60Minutes Until you release the transcript anything you say will be dismissed as leftist propaganda"
X Link 2024-11-04T01:46Z [---] followers, [----] engagements
"@60Minutes Release the transcripts of the Harris interview"
X Link 2024-11-04T11:19Z [---] followers, [---] engagements
"@OliLondonTV That GUY shouldn't have competed in the women's division of the olympics"
X Link 2024-11-04T18:36Z [---] followers, [----] engagements
"@GabGrowth Yeah.could conceivably go down a bit even with a double beat.which is fine.and also fine if it goes sideways a while. Ultimately current or future investors will bring $SE to 4X [----] est. revenues within [--] months"
X Link 2024-11-06T00:43Z [---] followers, [---] engagements
"@realroseceline @YasirBahrani When looking at last [--] year CAGR for $SE I want to understand why you aren't a fan of $SE"
X Link 2024-11-10T16:07Z [---] followers, [--] engagements
"@60Minutes Release the transcripts now since you eventually will be required via congressional subpoena or executive action"
X Link 2024-11-11T02:01Z [---] followers, [---] engagements
"@60Minutes Release the transcripts"
X Link 2024-11-11T11:24Z [---] followers, [---] engagements
"@LA_stevens_ With time people will realize $SE is just a better run company than $MELI. That doesn't mean MELI is bad.only that SE share price should be a higher revenue multiple than it currently is"
X Link 2024-11-13T03:18Z [---] followers, [---] engagements
"@SenJohnThune And with Trump cabinet picks whether you like them or not"
X Link 2024-11-14T18:40Z [---] followers, [--] engagements
"Compare and contrast with $SE. For instance when was each company incorporated and which is growing faster since inception. What's currently happening in Brazil Do both SEA and Latin America have similar tailwinds I can't wrap my head around why $SE trades at 2/3 the revenue multiple of $MELI. I know MELI margins are better but $SE trends can't be ignored"
X Link 2024-11-14T19:01Z [---] followers, [---] engagements
"@GabGrowth For perspective what have the $MELI and $AMZN CAGRs been since their respective IPO's"
X Link 2024-11-17T04:03Z [---] followers, [----] engagements
"@elonmusk 2021"
X Link 2024-11-24T11:49Z [---] followers, [--] engagements
"@ChrisCuomo Together with the emails by Joe under a fake name the national archive refuses to release and White House visitor logs it most likely does"
X Link 2024-12-03T19:30Z [---] followers, [--] engagements
"@GabGrowth Generally that FF is NOT evergreen and will not be able to fuel Shoppee and Sea Money growth in the future. This bear thesis was strongest prior to recent quarters showing Garena growth and disregarded India ban and end of lockdowns as justification for short term slump. $SE"
X Link 2024-12-04T12:47Z [---] followers, [---] engagements
"@GabGrowth As I continually re-evaluate my $SE position your well thought through independant analysis is much appreciated and respected"
X Link 2024-12-10T19:47Z [---] followers, [---] engagements
"@Jim_Jordan Now check with other federal gov't agencies.bet the number goes way way up"
X Link 2024-12-14T06:18Z [---] followers, [--] engagements
"@LauraLoomer Not sure those who voted against because debt ceiling raised are the problem. Trump csn remove that provision snd increase his vote count"
X Link 2024-12-20T04:17Z [---] followers, [--] engagements
"@LeoPerrotta @wolfofharcourt 4x forward revenues equates to a 25% bump to the existing share price. Based on growth momentum and outlook $133 isn't a stretch. The stock could easily hit 5x forward revenues. Just look at historic multiples for $SE and similar businesses like $MELI and $AMZN to compare"
X Link 2025-01-05T18:02Z [---] followers, [---] engagements
"@wolfofharcourt @MMMTwealth Side bet on whether $SE continues gaining market share on $MELI in Brazil based on comprehensive [----] data once available Offering [--] to one odds your favor. DM me"
X Link 2025-01-15T10:39Z [---] followers, [---] engagements
"@60Minutes Are you still cooking video's to make Trump opposition look better or did that stop when suit was filed"
X Link 2025-02-03T20:12Z [---] followers, [--] engagements
"@shipwreckedcrew Yeah.the DOJ needs to offer meaningful hearings asap. Bad PR not to.not to mention illegality and real world harm"
X Link 2025-03-23T17:22Z [---] followers, [--] engagements
"@GabGrowth Got a dollar says that just like $MELI went up today $SE will go up tomorrow.the FUD on businesses NOT directly affected by tariffs is borderline ridiculous"
X Link 2025-04-03T20:26Z [---] followers, [---] engagements
"@dirtygreenpaper ππππ the pain is real. $SE has the FUD sell-off untethered to reality situation also"
X Link 2025-04-04T17:32Z [---] followers, [---] engagements
"@wolfofharcourt They're scared of $SE's continued encroachment on their market share"
X Link 2025-04-08T17:03Z [---] followers, [---] engagements
"@rev_cap I've been tracking $SE since 6/2023. JPM analyst price target seems to track anticipated sentiment more than fundamentals. I only gie some weight since some others give them weight. Just remember $SE WILL grow fundamentals over 25% in next [--] months. Stock price will follow"
X Link 2025-05-10T14:30Z [---] followers, [--] engagements
"@Ashton_1nvests $SE Sea Limited is way better. Shoppee is better. SeaMoney is better. Garena with Free Fire is unstoppable. Higher market share in covered SE Asia areas which has a young demographic and macro economic tailwinds. If China exports less to USA directly SE Asia will benefit"
X Link 2025-05-11T01:13Z [---] followers, [--] engagements
"@Selling4Premium $SE down that far by 5/16 isn't teathered to reality"
X Link 2025-05-11T01:48Z [---] followers, [---] engagements
"@SwetalP41290270 @acethebullly 32% may seem like a lot until you look at the price to sales PEG revenue growth etc. $SE. In balance there's room to run"
X Link 2025-05-11T01:53Z [---] followers, [--] engagements
"@CorleoneDon77 $MELI is worried $SE is about to eat its Brazillian meal ticket. $MELI should worry"
X Link 2025-06-10T16:27Z [---] followers, [---] engagements
"@AndrewYang Maybe don't obstruct law enforcement from their lawful duties as a publicity stunt during your mayoral campaign"
X Link 2025-06-18T00:47Z [---] followers, [--] engagements
"@unusual_whales This needs verification. @grok can you verify the authenticity of the statement alledgedly made on Iranian state TV When what station by whom Any other relevant context"
X Link 2025-06-18T00:54Z [---] followers, [----] engagements
"@YDCrypto $110 better risk/reward accumulation point. Still a STRONG buy here assuming [---] year hold and cc's. $AMD"
X Link 2025-06-22T01:01Z [---] followers, [--] engagements
"@GabGrowth $200 by year end wouldn't be surprising. Neither would $1000 in [--] years. An absolutely incredibly well run founder led business. Covid was an anomoly and temporarily distorted CAGR. $SE π"
X Link 2025-06-25T01:43Z [---] followers, [---] engagements
"@catturd2 Actually good.less radical dems may not want to vite democrat"
X Link 2025-07-06T12:49Z [---] followers, [--] engagements
"@StockMarketNerd @_MAGA_Patriot It wanted to climb out of the hole in the AM but macros kept pushing it back down. If Monday is an up day.lets see"
X Link 2025-08-01T22:04Z [---] followers, [--] engagements
"@GabGrowth $SE simply has better dna than $MELI yet gets much less π«Ά"
X Link 2025-08-12T11:35Z [---] followers, [---] engagements
"@realMaalouf Seems as rational as a terrorist. Definitely has a grudge"
X Link 2025-08-21T00:57Z [---] followers, [--] engagements
"@RichardHanania I'll take christian nationalism over wokeism any day and I'm agnostic"
X Link 2025-09-22T12:25Z [---] followers, [---] engagements
"@JTLonsdale @grok which USA states permit first cousin marriage"
X Link 2025-09-28T22:57Z [---] followers, [--] engagements
"Wikipedia is captured and is fake news. I bet chatgpt relies hevily on it This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS This is wild from the Wikipedia cofounder: Automatically approved Wiki sources: NYT WashPo CNN GLAAD ADL. Automatically banned Wiki sources: Breitbart Daily Caller Epoch Times Fox News NY Post The Federalist. https://t.co/llfC29IqcS"
X Link 2025-09-30T01:41Z [---] followers, [--] engagements
"@HolySmokas Is the electrification and automation of driving the future If so who is in pole position"
X Link 2025-09-30T04:54Z [---] followers, [----] engagements
"@Keir_Starmer He'll allow chaos to increase then demand more gov't powers and less individual freedom as means of dealing with them"
X Link 2025-10-02T23:17Z [---] followers, [--] engagements
"@Keir_Starmer He's amazingly dishonest. Gotta suck to be brittish right now"
X Link 2025-10-02T23:18Z [---] followers, [--] engagements
"@Keir_Starmer Feel sorry for what you have done to England. It's sad"
X Link 2025-10-04T02:18Z [---] followers, [--] engagements
"@JaguarAnalytics I heard $SE was eating their lunch in Brazil"
X Link 2025-10-05T00:11Z [---] followers, [---] engagements
"@JakeCan72 I'm an expat in Mexico and have heard no such thing"
X Link 2025-10-08T01:19Z [---] followers, [---] engagements
"@wolfofharcourt What's current status on market share and revenue trends in Brazil between $MELI and $SE. I own both. Is $SE still far behind but gaining mkt share What is the GMV for each for Brazil"
X Link 2025-10-09T04:41Z [---] followers, [---] engagements
"@K_JeanPierre You stand with mortgage fraudπ"
X Link 2025-10-11T00:41Z [---] followers, [--] engagements
"@PatternWatch1 Seems high risk but I could be wrong. I'm deep ITM 12/2025 and 1/2027 leaps and selling OTM [--] day calls against and raising pt and collecting premium as I go. Whatever the approach bullish $SE"
X Link 2024-11-10T16:01Z [---] followers, [--] engagements
"@GabGrowth Not true I bought the dip again and concurrently sold puts and purchased a few calls. So did anyone else with 1/2 a brain that has been tracking $SE. Opportunity NOW knocks loudly.that's what has changed"
X Link 2025-10-17T02:08Z [---] followers, [---] engagements
"@hataf_capital Amazing $SE analysis"
X Link 2025-10-17T02:22Z [---] followers, [---] engagements
"@60Minutes Unless unedited.zero trust"
X Link 2025-10-21T01:08Z [---] followers, [---] engagements
"Full blown woke mind virus in Switzerland CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3 CENSORSHIP: Swiss man jailed for claiming biological sex can be determined by examining skeletal remains. Switzerland and the EU determined the claim belittled the LGBTQ community. https://t.co/ZpzPYyrqq3"
X Link 2025-10-23T22:41Z [---] followers, [--] engagements
"@RandPaul @Timcast You are working with McConnel to stop tarrifs that are helping to balance the budget. You are far from being the economic savior you represent yourself to be"
X Link 2025-10-30T22:31Z [---] followers, [---] engagements
"@SenRandPaul You know that's a political non starter and will destroy voting for republicans. You push it anyway. You know tarrifs are helping to balance the budget yet you destroy them by colluding with the uniparty which has been resonsible for the current debt the nation has. You suck"
X Link 2025-10-31T15:01Z [---] followers, [---] engagements
"Yeah.don't see $SE going below [---] day moving average (approx $151 (unless earnings tank) and that's unlikely as SEA macros are good and $MELI and $AMZN just had great quarters but maybe it does and you get filled. For me as a separate side bet I just bought 6/2026 expy $100 leaps for about $62.5 and sold cc's against them at $190. The gain will be just shy of approx. 50%. If doesn't hit I'll sell cc's again at $200 for March and collect premium. $SE is just such a great company. Even if revenue multiples compress a bit the speed of growth will inevitably continue to push it higher"
X Link 2025-10-31T15:33Z [---] followers, [---] engagements
"@matheussilvae @GarpandChill The posted article is clearly pro $SE in that it shows $SE executing successfully on its business plan. The idea that $SE will not continue to grow quickly in Brazil is wrong and will continue to be proven as such"
X Link 2025-11-03T09:32Z [---] followers, [---] engagements
"Will $SE beat or miss on Q3 revenue and earnings consensus next Tuesday morning Beat on both Beat on one/miss on one Just show results Miss on both Beat on both Beat on one/miss on one Just show results Miss on both"
X Link 2025-11-04T17:15Z [---] followers, [---] engagements
"@dirtygreenpaper Hard to see too big a dip at a time when lower rates are bringing more money into the market and company numbers keep coming in good. $SE is just above the [---] sma and unless a downside surprise should fare well regardless"
X Link 2025-11-05T00:41Z [---] followers, [---] engagements
"@davey_juice I'd be surprised if $SE goes below [---] sma before earnings. I'd slso be surprised if it misses consensus"
X Link 2025-11-07T00:11Z [---] followers, [---] engagements
"@GabGrowth Tik tok"
X Link 2025-11-11T10:42Z [---] followers, [--] engagements
"$SE traders pushing price down pre-market disregard 38% y/y revenue growth (beat) and fact that while EPS is 20% below expectations it's 145% y/y increase $SE is simply an exceptional company and price action will eventually whipsaw to $200 and beyond. If you grow at 38% you need to spend on capital improvements to sustain the growth and make it as efficient as possible"
X Link 2025-11-11T11:49Z [---] followers, [----] engagements
"@GabGrowth Smart to buy the dip $SE is AMAZING and my opinion is immediate price action is from traders who only see EPS miss yet don't see the big picture and disregard the "miss" is a 145% y/y increase"
X Link 2025-11-11T11:55Z [---] followers, [---] engagements
"Maybe traders took $ out of $SE and $MELI to chase the NVDA earning results pop today I also can't find adverse news. Further their recent showing of 145% eps y/y growth and 38.5% revenue y/y growth shouldn't be weighing down the stock. Regardless the set-up now is a projected 50% + bump from current levels by the middle of May 2026"
X Link 2025-11-20T15:15Z [---] followers, [----] engagements
"So correct me if I'm wrong but $SE seems to be trading today at the same revenue adjusted price as it did during the April [----] lows as revenues have increased approx 29% since then"
X Link 2025-11-20T15:54Z [---] followers, [---] engagements
"@stayinginvested $SE approximately same price to sales as April lows"
X Link 2025-11-20T15:55Z [---] followers, [---] engagements
"@e_commerce_king Easy for TikTok to grow that fast when their market share is so low and they deal with incompetent competitors which include all non $SE competitors"
X Link 2025-11-21T14:52Z [---] followers, [---] engagements
"@the_zack_zhu $SE isn't chinese"
X Link 2025-11-21T18:54Z [---] followers, [---] engagements
"@the_zack_zhu If it was a replica of a chinese business $SE wouldn't be absolutely destroying actual Chinese business competition. $SE operates from the legal and cultural framework of Singapore"
X Link 2025-11-22T02:29Z [---] followers, [---] engagements
"@CapexAndChill Now show me with clarity and detail how this compares to approach by $SE in Brazil and which based on stats and trends over last [--] years is working better"
X Link 2025-11-23T03:13Z [---] followers, [---] engagements
"@HyperTechInvest $SE"
X Link 2025-11-23T03:40Z [---] followers, [---] engagements
"@e_commerce_king I π U.You always say such sweet loving $SE wordsππ₯°π"
X Link 2025-11-23T14:24Z [---] followers, [--] engagements
"@kinginvestings $SE"
X Link 2025-11-23T22:13Z [---] followers, [---] engagements
"I absolutely value info provided by @the_zack_zhu and encourage continued posts. That $SE logistics costs are lower than $MELI is helpful information. So are the respective user base sizes. I can understand that average/median order size/cost for each is relevant to respective logistics costs"
X Link 2025-11-26T05:49Z [---] followers, [---] engagements
"* $SE stock price currently trades at price/sales of (4). *Per GROCK $SE closed at or above a price/sales of (5) 44% of the time since July 1st [----]. * $SE closed above price/sale of (6) [--] times year to date in [----] *The Price/Sales for $SE was generally ABOVE (5) until pandemic skyrocketed during pandemic and dropped below (5) after pandemic (2023 and 1H 2024). *The stock is re-stabilizing. Current and prospective price/sales to include Q4 [----] through Q3 [----] (assume typical 35% YOY revenue growth; actual growth may be different blah blah blah): TTM revenues NOW: [--] Billion TTM post Q4"
X Link 2025-11-28T15:13Z [---] followers, [--] engagements
"@CapexAndChill I'm guessing $SE capture of market share triggered the $MELI counter measures (reduced shipping cost). Where do you see this going with $SE What us your expectation on response"
X Link 2025-12-02T23:25Z [---] followers, [---] engagements
"As I continually witness the $SE balance sheet improve quarter over quarter over the last [---] years since I started holding I'm not sure they are adversely affected by inability to take on debt on the terms $MELI has engaged. As with $MELI $SE'S Monee is compounding nicely. Further $SE has lots of fcf from Garena available for whatever comes up. That said I wasn't aware of the information you posted and am very appreciative"
X Link 2025-12-05T22:56Z [---] followers, [---] engagements
"Focus on the fundamentals. Reply to me with the [----] vs [----] revenues free cash flow price to sales peg and market share of each market it is in. Look at analyst growth and pe forward projections. The company is a beast. $SE is way stronger now. It just ran from $35 to $200 and is now retracing for a breather. What are the expected [----] revenues What is the marketcap with a 5X multiple What % of the time did it have at least a 5X sales multiple since 7/2024 (hint it's 44%)"
X Link 2025-12-07T05:48Z [---] followers, [---] engagements
"@GabGrowth @demonroj π―.the goodwill generated far exceeds cost. $SE is always calculated in movement"
X Link 2025-12-08T15:01Z [---] followers, [---] engagements
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