# ![@e_commerce_king Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1894765490784116736.png) @e_commerce_king SE_super_bull

SE_super_bull posts on X about $se, $meli, bullish, brazil the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1894765490784116736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894765490784116736/c:line/m:interactions.svg)

- [--] Week [------] -22%
- [--] Month [------] +330%
- [--] Months [-------] +17,847%

### Mentions: [--] [#](/creator/twitter::1894765490784116736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894765490784116736/c:line/m:posts_active.svg)

- [--] Week [--] +19%
- [--] Month [--] +36%
- [--] Months [---] +12,800%

### Followers: [---] [#](/creator/twitter::1894765490784116736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894765490784116736/c:line/m:followers.svg)

- [--] Week [---] +12%
- [--] Month [---] +46%
- [--] Months [---] +400%

### CreatorRank: [---------] [#](/creator/twitter::1894765490784116736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894765490784116736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  91% [finance](/list/finance)  29% [countries](/list/countries)  21% [technology brands](/list/technology-brands)  15% [social networks](/list/social-networks)  8% [exchanges](/list/exchanges)  1% [cryptocurrencies](/list/cryptocurrencies)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$se](/topic/$se) #7, [$meli](/topic/$meli) #132, [bullish](/topic/bullish) #938, [brazil](/topic/brazil) 14%, [$baba](/topic/$baba) 8%, [$pdd](/topic/$pdd) 8%, [$amzn](/topic/$amzn) 7%, [in the](/topic/in-the) 7%, [growth](/topic/growth) 6%, [business](/topic/business) 6%

**Top accounts mentioned or mentioned by**
[@thezackzhu](/creator/undefined) [@gabgrowth](/creator/undefined) [@topieero](/creator/undefined) [@mattwat16001736](/creator/undefined) [@loosha1911](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@tintincapital](/creator/undefined) [@equitybrian](/creator/undefined) [@andrewhojunchoi](/creator/undefined) [@grok](/creator/undefined) [@leeleeks](/creator/undefined) [@cybr4747](/creator/undefined) [@the_zack_zhu](/creator/undefined) [@sjb987654321](/creator/undefined) [@maxthecomrade](/creator/undefined) [@theinvestinguy](/creator/undefined) [@jaycinvesting](/creator/undefined) [@haydencapital](/creator/undefined) [@colby17201470](/creator/undefined) [@srdrakic](/creator/undefined)

**Top assets mentioned**
[Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Alibaba Group (BABA)](/topic/$baba) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Metadium (META)](/topic/$meta) [NuCypher (NU)](/topic/$nu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SE is adopting $MELI playbook growing fulfillment aggressively in Brazil. But whether $MELI shareholders like it or not $SE is going to be the leaders of Brazil e-commerce in the upcoming future. Shopee Brazil now has 20% more orders and growing twice as fast. Shopee Brazil $SE has spent the last three years aggressively expanding its fulfillment capacity and it now appears to have a larger fulfillment footprint than Amazon Brazil $AMZN. With Brazil now a top priority for Amazon Amazon has lowered its shipping threshold to better https://t.co/SsWarUcLRp Shopee Brazil $SE has spent the last"  
[X Link](https://x.com/e_commerce_king/status/2016017570227486825)  2026-01-27T05:16Z [---] followers, [---] engagements


"Shopee Food is officially the No2 in Southeast Asia. $GRAB is under big pressure under ShopeeFood Markets. Momentum Works [----] food-delivery reports are out In [----] $GRAB continues to dominate the market with $SE ShopeeFood climbing the ladder. $SE is officially the No. [--] in the market. I think $GRAB perform really well in [----] continuing to gain market share. That said $GRAB https://t.co/FtB4Q83UIN Momentum Works [----] food-delivery reports are out In [----] $GRAB continues to dominate the market with $SE ShopeeFood climbing the ladder. $SE is officially the No. [--] in the market. I think $GRAB"  
[X Link](https://x.com/e_commerce_king/status/2016399450953154824)  2026-01-28T06:34Z [---] followers, [---] engagements


"$SE will be the biggest beneficiary of AI traffic from ChatGPT in Southeast Asia Buyers of traffic (Small mid internet companies) LOVE Gen AI chatbots. sellers of traffic (big tech) HATE it https://t.co/G6kXrkSL1I Buyers of traffic (Small mid internet companies) LOVE Gen AI chatbots. sellers of traffic (big tech) HATE it https://t.co/G6kXrkSL1I"  
[X Link](https://x.com/e_commerce_king/status/2016564072209403996)  2026-01-28T17:28Z [---] followers, [---] engagements


"The age gap between $SE management team is stunning small"  
[X Link](https://x.com/e_commerce_king/status/2016711012033187884)  2026-01-29T03:12Z [---] followers, [----] engagements


"Recently market isnt too good with $SE. But is it rational to think that owning 50% of long term e-commerce in Southeast Asia only worth 70B"  
[X Link](https://x.com/e_commerce_king/status/2017290520297672838)  2026-01-30T17:35Z [---] followers, [---] engagements


"Wow hard to not bullish on $SE 300% growth Already 700M Seems will soon be the fourth country to surpass the one billion mark. And the Brazil interest rate is super huge. I believe Brazils profitability will be mind blowing Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and investment bank.) https://t.co/vtIuGROjdu Ita BBA estimated that $SE Monee loan book has expanded 320% year-over-year reaching $700M (vs. $MELI s $4 billion). (Ita BBA is Latin Americas largest corporate and"  
[X Link](https://x.com/e_commerce_king/status/2017603936509898756)  2026-01-31T14:20Z [---] followers, [----] engagements


"@the_zack_zhu Well said $SE gaming business with marginal cost can also achieve a 50%+ EBITDA margin. Why those other SaaS cant"  
[X Link](https://x.com/e_commerce_king/status/2017846192072491115)  2026-02-01T06:23Z [---] followers, [---] engagements


"@wolfofharcourt are also onboarding on $SE Really happy to see more people on this boat @MaxTheComrade $MELI and $NU are my bets but $SE has some exposure too. Almost 25% of the portfolio in $MELI and $NU so happy with that allocation. @MaxTheComrade $MELI and $NU are my bets but $SE has some exposure too. Almost 25% of the portfolio in $MELI and $NU so happy with that allocation"  
[X Link](https://x.com/e_commerce_king/status/2018330274745176137)  2026-02-02T14:26Z [---] followers, [---] engagements


"eCommerce is an extremely good business. It's much better than physical stores to say the least. $SE $BABA Market seems to have remembered e-commerce is a pretty good business model. $SE $AMZN $MELI $CPNG $PDD Market seems to have remembered e-commerce is a pretty good business model. $SE $AMZN $MELI $CPNG $PDD"  
[X Link](https://x.com/e_commerce_king/status/2018330758755287213)  2026-02-02T14:28Z [---] followers, [----] engagements


"@TheInvestinGuy @MattWat16001736 How is $MELI a better company"  
[X Link](https://x.com/e_commerce_king/status/2018393347359158466)  2026-02-02T18:37Z [---] followers, [---] engagements


"@Loosha1911 What should the IR say"  
[X Link](https://x.com/e_commerce_king/status/2019063348512571573)  2026-02-04T14:59Z [---] followers, [---] engagements


"While $SE achieve negative growth in share price. $SE perform greatly with a revenue growth of 35% in the last twelve months"  
[X Link](https://x.com/e_commerce_king/status/2018195932609904674)  2026-02-02T05:33Z [---] followers, [----] engagements


"Selling cheap is the biggest competitive advantage of $SE. Its come from the strength in supply chain. Thats the fundamental reason Shopee is a superior platform"  
[X Link](https://x.com/e_commerce_king/status/2018654686753198270)  2026-02-03T11:55Z [---] followers, [----] engagements


"Since this post $SE [---] big sale now has another 2% special discount coupon on the stock price. Everyone is qualified for this deal. $SE Shopee extended [---] sale happening today 🤣 Fine ill buy some more $SE Shopee extended [---] sale happening today 🤣 Fine ill buy some more"  
[X Link](https://x.com/e_commerce_king/status/2018748710122053739)  2026-02-03T18:09Z [---] followers, [----] engagements


"Walmart has surpass the one trillion mark averaging 20% CAGR in the past [--] year. Incredible and durable growth. But did you know that $SE Shopee also in the retail space is growing 35% instead of single digits and has a similar PE Ratio"  
[X Link](https://x.com/e_commerce_king/status/2018913945306964370)  2026-02-04T05:06Z [---] followers, [---] engagements


"Do you think $SE will have another flash sale YES - absolutely NO- will stay strong YES - absolutely NO- will stay strong"  
[X Link](https://x.com/e_commerce_king/status/2018996615865065808)  2026-02-04T10:34Z [---] followers, [----] engagements


"SPX $SE logistics capabilities is so under-appreciated. Remember folks when comparing $SE and $MELI logistics capabilities. Please dont forget that $SE logistics arm SPX now process as much parcels as Amazon in U.S. And most of its facilities were only built in the last 3-4 years. Now in some counties its normal delivery speed has Remember folks when comparing $SE and $MELI logistics capabilities. Please dont forget that $SE logistics arm SPX now process as much parcels as Amazon in U.S. And most of its facilities were only built in the last 3-4 years. Now in some counties its normal delivery"  
[X Link](https://x.com/e_commerce_king/status/2019003486273417638)  2026-02-04T11:01Z [---] followers, [----] engagements


"Does anyone know a stock that is a better investment than $SE right now"  
[X Link](https://x.com/e_commerce_king/status/2019060276759269441)  2026-02-04T14:47Z [---] followers, [----] engagements


"@Loosha1911 I dont think stock price has too much relationship with the company fundamentals in the short term. I hope $SE continue to invest the profits. Im for the long term. Management shouldnt worry too much about the stock prices"  
[X Link](https://x.com/e_commerce_king/status/2019066900265980131)  2026-02-04T15:13Z [---] followers, [---] engagements


"$SE fire sell seems to be ending"  
[X Link](https://x.com/e_commerce_king/status/2019073633771983300)  2026-02-04T15:40Z [---] followers, [---] engagements


"Shopee is raising fee on $SE Brazil again This time a big strategy shift. Shopee Brazil is turning into another profit engine Shopee Brazil $SE had just announced a price hike on selling fees impacting the R$80+ products the most. Now all the merchants in Brazil are force to join the shipping subsidiary program - Now $SE Brazil and $MELI take rate are very much align in all pricing. Brazil seems Shopee Brazil $SE had just announced a price hike on selling fees impacting the R$80+ products the most. Now all the merchants in Brazil are force to join the shipping subsidiary program - Now $SE"  
[X Link](https://x.com/e_commerce_king/status/2019242069102113063)  2026-02-05T02:49Z [---] followers, [----] engagements


"$SE flash sale are always limited +1.5% when nasdaq are -1.4% Wonderful Do you think $SE will have another flash sale Do you think $SE will have another flash sale"  
[X Link](https://x.com/e_commerce_king/status/2019436643057562082)  2026-02-05T15:43Z [---] followers, [---] engagements


"@Tintincapital True but $SE might be an even better choice"  
[X Link](https://x.com/e_commerce_king/status/2019441608186589381)  2026-02-05T16:02Z [---] followers, [---] engagements


"@JayC_Investing I think you probably already know @GabGrowth and @the_zack_zhu these two are my personal favorite. Do you have other to recommend"  
[X Link](https://x.com/e_commerce_king/status/2019685905813106834)  2026-02-06T08:13Z [---] followers, [--] engagements


"@HaydenCapital The best of $SE yet to come"  
[X Link](https://x.com/e_commerce_king/status/2019727346216136737)  2026-02-06T10:58Z [---] followers, [---] engagements


"@Colby17201470 @EquityBrian $SE all the day"  
[X Link](https://x.com/e_commerce_king/status/2019782837830844534)  2026-02-06T14:38Z [---] followers, [--] engagements


"@GabGrowth $SE Shopee market share in Brazil is also double of Amazon and also growing much faster"  
[X Link](https://x.com/e_commerce_king/status/2020742113508618308)  2026-02-09T06:10Z [---] followers, [---] engagements


"$SE Yestersay Shopee Singapore launch a very generous fee cut for the new sellers. Shopee are expected to spend 50M on the program Shopee are extend the lead in Singapore you are not bullish enough"  
[X Link](https://x.com/e_commerce_king/status/2021980631237083263)  2026-02-12T16:12Z [---] followers, [---] engagements


"For the ones that dont know. $SE Shopee is the number ONE e-commerce in [--] countries and the second in Brazil. Total serving 800M population. How can you not bullish"  
[X Link](https://x.com/anyuser/status/2019080642324205661)  2026-02-04T16:08Z [---] followers, [----] engagements


"$SE lending business is nuts already got [---] B worth of loans outstanding and still growing at 70% pace. Its about 10x bigger than its next competitor and growing faster. How can you not be bullish"  
[X Link](https://x.com/anyuser/status/2019380932105646282)  2026-02-05T12:01Z [---] followers, [----] engagements


"Read it and be bullish $SE $107 $SE is trading at 7x [----] EV/EBITDA with 30% y/y EBITDA growth. $SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this year vs. prior expectations of 1.2%. The $SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition and 2) Shopee reinvesting more heavily into logistics capping margins at 0.7% of GMV this"  
[X Link](https://x.com/anyuser/status/2019597575717024019)  2026-02-06T02:22Z [---] followers, [----] engagements


"$SE Shopee alone is worth more than 100B Monee will worth even more You are not bullish enough $SE lending business is nuts already got [---] B worth of loans outstanding and still growing at 70% pace. Its about 10x bigger than its next competitor and growing faster. How can you not be bullish $SE lending business is nuts already got [---] B worth of loans outstanding and still growing at 70% pace. Its about 10x bigger than its next competitor and growing faster. How can you not be bullish"  
[X Link](https://x.com/anyuser/status/2019752185320346005)  2026-02-06T12:37Z [---] followers, [----] engagements


"The discount coupon on $SE have officially expired"  
[X Link](https://x.com/anyuser/status/2019782108772786382)  2026-02-06T14:35Z [---] followers, [----] engagements


"@srd_rakic @Tintincapital So is Coupang The Chinese e-commerce are also growing quite fast in South Korea"  
[X Link](https://x.com/e_commerce_king/status/2019783167477969049)  2026-02-06T14:40Z [---] followers, [--] engagements


"RT @the_zack_zhu: I think $SE low valuation is one of the symptoms of eBays failure in U.S. Most U.S. investors still think Amazon as the"  
[X Link](https://x.com/anyuser/status/2019795805620899984)  2026-02-06T15:30Z [---] followers, [--] engagements


"$SE Ads is now an annualized 2.8B business Thats 2.8B of pure profits You are not bullish enough Advertising revenue TTM: ⚫ Search keeps growing $GOOG 🔵 Meta still runs 20%+ growth $META 🟠 Amazon ads growing the fastest $AMZN 🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW Advertising revenue TTM: ⚫ Search keeps growing $GOOG 🔵 Meta still runs 20%+ growth $META 🟠 Amazon ads growing the fastest $AMZN 🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW"  
[X Link](https://x.com/anyuser/status/2019829042384629788)  2026-02-06T17:42Z [---] followers, [----] engagements


"If assume 2.2% of ads take rate"  
[X Link](https://x.com/e_commerce_king/status/2019829085200077253)  2026-02-06T17:42Z [---] followers, [---] engagements


"Shopee $SE Brazils business is glowing. Shopee Brazil $SE recently raised fees on its marketplace. This move is probably to subsidize its fulfillment services in Brazil. According to sources in [----] 5% of Shopee Brazil orders are fulfilled by Shopee and they are aggressively targeting the fulfillment rate into Shopee Brazil $SE recently raised fees on its marketplace. This move is probably to subsidize its fulfillment services in Brazil. According to sources in [----] 5% of Shopee Brazil orders are fulfilled by Shopee and they are aggressively targeting the fulfillment rate into"  
[X Link](https://x.com/e_commerce_king/status/2020055059116224921)  2026-02-07T08:40Z [---] followers, [----] engagements


"In $SE Shopee only No.2 market Brazil there are a few things Shopee is actually no.1 - no.1 in growth - no.1 in active users - no.1 in orders - no.1 in cost to serve (include logistics) Shopee Brazil is already more than double the scale of Amazon Brazil. For the ones that dont know. $SE Shopee is the number ONE e-commerce in [--] countries and the second in Brazil. Total serving 800M population. How can you not bullish For the ones that dont know. $SE Shopee is the number ONE e-commerce in [--] countries and the second in Brazil. Total serving 800M population. How can you not bullish"  
[X Link](https://x.com/e_commerce_king/status/2020079469340553418)  2026-02-07T10:17Z [---] followers, [----] engagements


"Shopee Brazil will highly likely deliver more parcels than $MELI through its own delivery arm SPX this year"  
[X Link](https://x.com/e_commerce_king/status/2020079716229873881)  2026-02-07T10:18Z [---] followers, [---] engagements


"$SE might build another incremental TikTok Ship with the collaboration with $META and YouTube. You are not bullish enough Fear of TikTok Shop is one of the main reason of $SE crash. I have no idea what TikTok shop growth is last year but I assume it is very good. TikTok Shop operates in a discovery first model which is very different with the e-commerce before them. Welcome to read my thoughts Fear of TikTok Shop is one of the main reason of $SE crash. I have no idea what TikTok shop growth is last year but I assume it is very good. TikTok Shop operates in a discovery first model which is"  
[X Link](https://x.com/e_commerce_king/status/2020515630001131852)  2026-02-08T15:10Z [---] followers, [----] engagements


"RT @GabGrowth: The truth is $MELI's biggest risk comes from $SE TikTok Shop and Temu. $AMZN has been there since [----] and barely made a de"  
[X Link](https://x.com/e_commerce_king/status/2020742156789723298)  2026-02-09T06:10Z [---] followers, [--] engagements


"I personally believe TikTok shop is a threat but obvious the market is big enough for 2+ players. TikTok Shop will broaden the road for $SE Shopee to thrive. @MattWat16001736 @the_zack_zhu Big market. Room for two or three. Market will most likely realize it some day. @MattWat16001736 @the_zack_zhu Big market. Room for two or three. Market will most likely realize it some day"  
[X Link](https://x.com/e_commerce_king/status/2020881887544447067)  2026-02-09T15:26Z [---] followers, [----] engagements


"No matter what $SE Shopee is continuing gaining market share. I personally believe TikTok is doing well but not that well the data from Tabcut doesnt seem reliable Momentum Works also have a history of underestimating Shopee JUST IN: TikTok Shop GMV doubled to $45.6B in [----] For context $SE Shopee GMV in [----] is estimated to be about $125-130B. https://t.co/tdfDYXdqDS JUST IN: TikTok Shop GMV doubled to $45.6B in [----] For context $SE Shopee GMV in [----] is estimated to be about $125-130B. https://t.co/tdfDYXdqDS"  
[X Link](https://x.com/e_commerce_king/status/2021542812744098093)  2026-02-11T11:12Z [---] followers, [----] engagements


"$SE Shopee Thailand experience Its overwhelming positive @TonandDK @MattWat16001736 @the_zack_zhu what i observed in TH. SE Lzd were eating department store share. when TTS in the picture SE is now eating supermarket hypermarket mkt share. both are now empty. my grocery spends move 80% to SE recently. @TonandDK @MattWat16001736 @the_zack_zhu what i observed in TH. SE Lzd were eating department store share. when TTS in the picture SE is now eating supermarket hypermarket mkt share. both are now empty. my grocery spends move 80% to SE recently"  
[X Link](https://x.com/e_commerce_king/status/2021543729732227384)  2026-02-11T11:15Z [---] followers, [----] engagements


"Too conservative IMO $SE $SE  : Morgan Stanley maintains cuts  $ Analyst stays constructive on AI-driven E-commerce scale sees 20% EC GMV growth in [----] despite near-term estimate resets. https://t.co/kYGmGKx5P4 $SE  : Morgan Stanley maintains cuts  $ Analyst stays constructive on AI-driven E-commerce scale sees 20% EC GMV growth in [----] despite near-term estimate resets. https://t.co/kYGmGKx5P4"  
[X Link](https://x.com/e_commerce_king/status/2021695414177509399)  2026-02-11T21:18Z [---] followers, [---] engagements


"In recent weeks $SE Shopee stock price promotion is a bit too much. 😢"  
[X Link](https://x.com/e_commerce_king/status/2021979608686702782)  2026-02-12T16:07Z [---] followers, [---] engagements


"@GabGrowth Knowing the weakness of $SE Shopee makes me super bullish"  
[X Link](https://x.com/e_commerce_king/status/2022270219876786497)  2026-02-13T11:22Z [---] followers, [---] engagements


"@O_bhaina @GabGrowth $SE of course"  
[X Link](https://x.com/e_commerce_king/status/2004040670084989435)  2025-12-25T04:05Z [---] followers, [--] engagements


"2025 is about to end $SE creates enormous value in this year. [----] will even be better You are not bullish enough"  
[X Link](https://x.com/e_commerce_king/status/2004202595150426548)  2025-12-25T14:48Z [---] followers, [---] engagements


"If you ask am Im bullish at $SE The answer is absolutely The only thing that worries me is that I dont have enough cash flow to buy it when its low (like now)"  
[X Link](https://x.com/e_commerce_king/status/2004920930368422090)  2025-12-27T14:22Z [---] followers, [---] engagements


"👀👀 $SE Shopee Brazil is already 65% of $MELI Brazil Seems that $SE will become the #1 e-commerce platform in Brazil within two years Did you know that $SE Shopee Brazil is already two-thirds the size of $MELI Brazil and still growing twice as fast - In my opinion using expected [----] numbers is too big of a stretch. We dont even know what will happen in [----]. Most $MELI investors don't see $SE as a threat Did you know that $SE Shopee Brazil is already two-thirds the size of $MELI Brazil and still growing twice as fast - In my opinion using expected [----] numbers is too big of a stretch. We"  
[X Link](https://x.com/e_commerce_king/status/2005286430533415151)  2025-12-28T14:35Z [---] followers, [----] engagements


"@the_zack_zhu $SE progress is fast Although 45% growth is slower than I expected"  
[X Link](https://x.com/e_commerce_king/status/2005287107812786515)  2025-12-28T14:37Z [---] followers, [---] engagements


"The reasons why $SE got a supply chain strength compare to $MELI @jake_ayes Two reasons: [--]. The cheap goods supply chain is base in China $SE got a huge edge here. Its the same with U.S. BTW half of the top [---] sellers on Amazon are Chinese Sellers for the other half a lot of them are base on Chinese supply chain. Shopee constantly help sellers find @jake_ayes Two reasons: [--]. The cheap goods supply chain is base in China $SE got a huge edge here. Its the same with U.S. BTW half of the top [---] sellers on Amazon are Chinese Sellers for the other half a lot of them are base on Chinese supply"  
[X Link](https://x.com/e_commerce_king/status/2005309075953955115)  2025-12-28T16:05Z [---] followers, [---] engagements


"Today my mind is overwhelmed by the bullishness of $SE You are not bullish enough"  
[X Link](https://x.com/e_commerce_king/status/2005630152626372681)  2025-12-29T13:21Z [---] followers, [---] engagements


"$SE is the king of all. You are not bullish enough Strengths/Weaknesses of the leading EM e-commerce businesses (my opinion) $SE + Hyper-localised nature makes it difficult to displace + 2nd largest logistics platform in SEA and growing rapidly + Perhaps the best at promo warfare (where to spend when to pull back) built over a Strengths/Weaknesses of the leading EM e-commerce businesses (my opinion) $SE + Hyper-localised nature makes it difficult to displace + 2nd largest logistics platform in SEA and growing rapidly + Perhaps the best at promo warfare (where to spend when to pull back) built"  
[X Link](https://x.com/e_commerce_king/status/2005671249897467988)  2025-12-29T16:04Z [---] followers, [---] engagements


"I believe $SE will still act as the market leader in South East Asia. Shopee will also hold a 50%+ market share in Brazil five years later. Shopee Brazil current growth trajectory is even better compare to Indonesia in the same period. There are three generations of eCommerce platforms. $MELI belongs to the first generation and $SE Shopee is considered part of the second generation. This is the fundamental reason why $MELI will be surpassed by $SE. (But it will take a long time.) $CPNG / $BABA / $JD / $PDD There are three generations of eCommerce platforms. $MELI belongs to the first"  
[X Link](https://x.com/e_commerce_king/status/2006269341336318139)  2025-12-31T07:41Z [---] followers, [---] engagements


"Shopee Brazil is the next main growth engine of $SE. It will probably become $SE single biggest market and since its take rate is really high. Brazil contribution will extremely significant in the near future. Its wild to think that Taiwan despite having just [--] million people remains $SE Shopees second-largest market by GMV. Taiwan alone contributed $20B+ GMV in [----] which is approximately 20% of Shopees overall GMV. The top [--] markets of $SE Shopee in 2024: - Indonesia: Its wild to think that Taiwan despite having just [--] million people remains $SE Shopees second-largest market by GMV."  
[X Link](https://x.com/e_commerce_king/status/2006345084439253378)  2025-12-31T12:41Z [---] followers, [---] engagements


"@the_zack_zhu But Im pretty confident $SE Shopee management style and strategies will be like Meituan"  
[X Link](https://x.com/e_commerce_king/status/2006419832821239808)  2025-12-31T17:39Z [---] followers, [---] engagements


"IMO if add $SE must pick $SE If you had to put all your money in one of these four e-commerce stocks for the next [--] years Which one would you pick $BABA $MELI $AMZN $PDD https://t.co/c5FqLhws5m If you had to put all your money in one of these four e-commerce stocks for the next [--] years Which one would you pick $BABA $MELI $AMZN $PDD https://t.co/c5FqLhws5m"  
[X Link](https://x.com/e_commerce_king/status/2006968909367488819)  2026-01-02T06:00Z [---] followers, [---] engagements


"$SE pre-market 2% Lets goooooo"  
[X Link](https://x.com/e_commerce_king/status/2007087986182439351)  2026-01-02T13:54Z [---] followers, [--] engagements


"@the_zack_zhu The gravity of the interest rate has been reverse"  
[X Link](https://x.com/e_commerce_king/status/2007110025366622415)  2026-01-02T15:21Z [---] followers, [---] engagements


"$SE logistic moat is strong Shopee logistic arm distribute more parcel than $AMZN UPS FedEx in U.S. Its operate through a lot more challenging infrastructure across multiple developing countries. SPX is has been way too underestimated. Im always surprised by how confidently $MELI posts claim it has an unbeatable logistics moat while $SE Shopee is seen as clearly inferior. Shopees logistics arm SPX Express handles [--] billion parcels a yearmore than Amazon UPS or FedEx do in the U.S. Thats a massive Im always surprised by how confidently $MELI posts claim it has an unbeatable logistics moat"  
[X Link](https://x.com/e_commerce_king/status/2007341673203044413)  2026-01-03T06:42Z [---] followers, [---] engagements


"@the_zack_zhu Of course more SEA $SE is the best"  
[X Link](https://x.com/e_commerce_king/status/2007769878862938189)  2026-01-04T11:03Z [---] followers, [---] engagements


"Happy Sunday A happy day to be bullish on $SE"  
[X Link](https://x.com/e_commerce_king/status/2007877114079670730)  2026-01-04T18:09Z [---] followers, [---] engagements


"Wow My $SE SHOPEE +4% Like I say always be grateful of the declines its always a good chance You are not bullish enough"  
[X Link](https://x.com/e_commerce_king/status/2008194472803532855)  2026-01-05T15:10Z [---] followers, [---] engagements


"$SE is up for a crazy start"  
[X Link](https://x.com/e_commerce_king/status/2008558446967484577)  2026-01-06T15:17Z [---] followers, [---] engagements


"From what I understand $SE get a good chance of also owning the food delivery platform in SEA. Last post I shared the super-bull case for $GRAB in food delivery. Today I want to flag two key risks: (1) insufficient dominance and (2) underserved markets. - Where $SE ShopeeFood is active Grab doesnt look dominant enough to comfortably widen its lead and that makes https://t.co/HqHacKbKLr Last post I shared the super-bull case for $GRAB in food delivery. Today I want to flag two key risks: (1) insufficient dominance and (2) underserved markets. - Where $SE ShopeeFood is active Grab doesnt look"  
[X Link](https://x.com/e_commerce_king/status/2008747206426407093)  2026-01-07T03:47Z [---] followers, [---] engagements


"@the_zack_zhu Oh this hurts. But I think $SE will be more than fine"  
[X Link](https://x.com/e_commerce_king/status/2008883977420202050)  2026-01-07T12:50Z [---] followers, [---] engagements


"$SE ShopeeFood is going to dominate Philippines Exciting update Momentum Works reports that $SE plans to launch ShopeeFood in the Philippines within the next few weeks. $GRAB Exciting update Momentum Works reports that $SE plans to launch ShopeeFood in the Philippines within the next few weeks. $GRAB"  
[X Link](https://x.com/e_commerce_king/status/2009232110595490262)  2026-01-08T11:53Z [---] followers, [---] engagements


"@the_zack_zhu Shopee is killing and thriving with Shopee Mall"  
[X Link](https://x.com/e_commerce_king/status/2009309009069949006)  2026-01-08T16:59Z [---] followers, [--] engagements


"The best part of $SE Shopee is that everyone can feel its better and better every single month. Its not a stagnant product. Did you know that there are sub-platforms in $SE Shopee with different policies This is the secret of how $SE went from a low-class marketplace to a premium retailer in Southeast Asia $BABA $PDD - Shopee operates two key sub-platforms: the main marketplace and Shopee Mall Did you know that there are sub-platforms in $SE Shopee with different policies This is the secret of how $SE went from a low-class marketplace to a premium retailer in Southeast Asia $BABA $PDD -"  
[X Link](https://x.com/e_commerce_king/status/2009311739058463127)  2026-01-08T17:10Z [---] followers, [---] engagements


"$SE got 400M active users Similarweb present los comercios electrnicos que son ms usados en el mundo siendo $MELI el octavo. https://t.co/WTJARAIFxZ Similarweb present los comercios electrnicos que son ms usados en el mundo siendo $MELI el octavo. https://t.co/WTJARAIFxZ"  
[X Link](https://x.com/e_commerce_king/status/2010600221987013113)  2026-01-12T06:30Z [---] followers, [----] engagements


"$SE is always cooking. If a format doesn't work for $SE they will just try another time. $SE MariBank is still losing quite a bit of money. But this might change in the near future. $SE MariBank has revamped its credit card for travel in [----]. - No Annual Fees - 0% FX Fees - 1.5% Cashback - Capped at $1500/mth for ovs spend https://t.co/IrDRvBMDNQ $SE MariBank has revamped its credit card for travel in [----]. - No Annual Fees - 0% FX Fees - 1.5% Cashback - Capped at $1500/mth for ovs spend https://t.co/IrDRvBMDNQ"  
[X Link](https://x.com/e_commerce_king/status/2010995846318592140)  2026-01-13T08:42Z [---] followers, [---] engagements


"@AndrewHojunChoi @the_zack_zhu @grok what is wrong with the table you have provide There are tons of errors"  
[X Link](https://x.com/e_commerce_king/status/2011285992570044431)  2026-01-14T03:55Z [---] followers, [--] engagements


"@TheValueTrade @the_zack_zhu for $JD $BABA $PDD e-commerce is his territory"  
[X Link](https://x.com/e_commerce_king/status/2011292807663927314)  2026-01-14T04:22Z [---] followers, [---] engagements


"@grok @AndrewHojunChoi @the_zack_zhu @grok dive deeper"  
[X Link](https://x.com/e_commerce_king/status/2011293186644377871)  2026-01-14T04:23Z [---] followers, [--] engagements


"Shopee $SE is an AI competition any without doubt You are not bullish enough Shopee $SE is hiring LLM researchers/engineers from top universities in China. In the job post Shopee says it trained an in-house 245B-parameter MoE model and has deployed it across the e-commerce stack. It also claims the model outperforms current leading models on certain https://t.co/NWTNP0wk4V Shopee $SE is hiring LLM researchers/engineers from top universities in China. In the job post Shopee says it trained an in-house 245B-parameter MoE model and has deployed it across the e-commerce stack. It also claims the"  
[X Link](https://x.com/e_commerce_king/status/2011641032652570793)  2026-01-15T03:26Z [---] followers, [---] engagements


"@the_zack_zhu Most investor never understand why $SE Shopee can be able to sell cheap"  
[X Link](https://x.com/e_commerce_king/status/2012175101345603745)  2026-01-16T14:48Z [---] followers, [---] engagements


"$SE started from the long-tail products. Now is moving up the chain. Now its basically own the savings and varieties part of the value proposition and now gaining grounds on the speedy delivery part. You are not bullish enough In eCommerce fast delivery is nice but it's super overrated and over empathize. $SE $BABA $CPNG $MELI $JD $PDD $AMZN - There are five vectors of eCommerce competition but most investors fixate on two: speed of delivery and quality of goods and services. I think it's largely In eCommerce fast delivery is nice but it's super overrated and over empathize. $SE $BABA $CPNG"  
[X Link](https://x.com/e_commerce_king/status/2012175818479579215)  2026-01-16T14:51Z [---] followers, [----] engagements


"@lee_leeks $MELI got a pretty good head start I think in Brazil they got pretty big advantage"  
[X Link](https://x.com/e_commerce_king/status/2012868122022457460)  2026-01-18T12:42Z [---] followers, [--] engagements


"@lee_leeks Of course"  
[X Link](https://x.com/e_commerce_king/status/2013956733484310581)  2026-01-21T12:47Z [---] followers, [--] engagements


"@CapexAndChill Comments on the videos seems super bullish on $SE"  
[X Link](https://x.com/e_commerce_king/status/2014269071714615590)  2026-01-22T09:29Z [---] followers, [---] engagements


"@the_zack_zhu Happy to know"  
[X Link](https://x.com/e_commerce_king/status/2014288439513063509)  2026-01-22T10:46Z [---] followers, [--] engagements


"@FrameworkWisely $SE is the future of Southeast Asia"  
[X Link](https://x.com/e_commerce_king/status/2014642630622318621)  2026-01-23T10:13Z [---] followers, [---] engagements


"You know $SE will go to 500"  
[X Link](https://x.com/e_commerce_king/status/2015427011267985821)  2026-01-25T14:10Z [---] followers, [---] engagements


"$DUOL DAU/MAU metric is extremely good. But according to some data $SE Garena Free Fire DAU/MAU metric is even better You are not bullish enough For Duolingos future performance the two metrics Im watching most are MAU and DAU. Everything else matters less to me because $DUOL has already demonstrated profitability and operating leverage. With the currently MAU looks relatively flat I like the idea of leaning harder https://t.co/4wa23rs4LK For Duolingos future performance the two metrics Im watching most are MAU and DAU. Everything else matters less to me because $DUOL has already demonstrated"  
[X Link](https://x.com/e_commerce_king/status/2011007271493624057)  2026-01-13T09:27Z [---] followers, [----] engagements


"Shopee $SE cost to serve is much lower than TikTok Shop + Shopee is boosting discovery base e-commerce through partnership with $Meta and YouTube. Average daily orders attributed to YouTube has grown 600% in the first [--] months of the collaboration Recommend reading 👇 https://t.co/hmEeyvkLIG https://t.co/hmEeyvkLIG"  
[X Link](https://x.com/e_commerce_king/status/2013775069089276175)  2026-01-21T00:46Z [---] followers, [---] engagements


"$MELI Brazil is rowing back a bit on its aggressive push on free shipping Super bullish $SE Shopee Mercado Livre Brasil $MELI announced meaningful fee changes effective March [--] [----]. This follows $MELI cutting its shipping threshold from R$79 to R$19 to better compete with $SE. Before these fee changes the breakeven level on many orders was roughly R$50; since the threshold https://t.co/qMHmcOzUEF Mercado Livre Brasil $MELI announced meaningful fee changes effective March [--] [----]. This follows $MELI cutting its shipping threshold from R$79 to R$19 to better compete with $SE. Before these fee"  
[X Link](https://x.com/e_commerce_king/status/2014284739902124169)  2026-01-22T10:31Z [---] followers, [----] engagements


"@nataninvesting Rotate into $SE is the best choice"  
[X Link](https://x.com/e_commerce_king/status/2014577258678374420)  2026-01-23T05:53Z [---] followers, [---] engagements


"@the_zack_zhu Interesting founded the same year as $SE"  
[X Link](https://x.com/e_commerce_king/status/2014694965318939123)  2026-01-23T13:41Z [---] followers, [---] engagements


"@the_zack_zhu Thanks $SE C2C logistics + on-demand delivery dual model will be incredible"  
[X Link](https://x.com/e_commerce_king/status/2015995773117407481)  2026-01-27T03:50Z [---] followers, [---] engagements


"$SE Shopee logistics speed in Bangkok Its now super fast Shopee $SE delivery speed will soon keep up with $MELI @the_zack_zhu @TopiEero with more and more within next 24hr in BKK (unnecessarily/unrequestingly but nice). @the_zack_zhu @TopiEero with more and more within next 24hr in BKK (unnecessarily/unrequestingly but nice)"  
[X Link](https://x.com/e_commerce_king/status/2013172261885268469)  2026-01-19T08:50Z [---] followers, [---] engagements


"$SE Shopees DAU is more than beautiful This shows the main difference between PC era v. Mobile era e-commerce platforms. $SE $BABA $PDD are equally or even more impressive. Thats one of the main difference of $SE and $MELI. (Note: there are still a decent percentage of non-internet users in China and Southeast This shows the main difference between PC era v. Mobile era e-commerce platforms. $SE $BABA $PDD are equally or even more impressive. Thats one of the main difference of $SE and $MELI. (Note: there are still a decent percentage of non-internet users in China and Southeast"  
[X Link](https://x.com/e_commerce_king/status/2014959906416464098)  2026-01-24T07:14Z [---] followers, [---] engagements


"@the_zack_zhu Is there any structural reasons that makes $SE delivery cost meaningful lower than $MELI"  
[X Link](https://x.com/e_commerce_king/status/2015337364504346910)  2026-01-25T08:14Z [---] followers, [---] engagements


"@GabGrowth @the_zack_zhu Excited of $SE Shopee Food development"  
[X Link](https://x.com/e_commerce_king/status/2015415662190178808)  2026-01-25T13:25Z [---] followers, [---] engagements


"I think the takeaway of the tweet is that C2C logistics is improving insanely fast. C2C logistics is naturally cheaper and could be super fast which could put B2C logistics in a rather weird position. Now $SE logistics speed in some countries is already super fast. E-commerce logistics typically fall into four models. Different platform types tend to align with different logistics models. $BABA $JD $SE $MELI $PDD $GRAB Delivery volumes are benchmarked against Chinas parcel-delivery volume. Logistics costs and service levels vary https://t.co/sq6nXaBjzf E-commerce logistics typically fall into"  
[X Link](https://x.com/e_commerce_king/status/2015832425390305688)  2026-01-26T17:01Z [---] followers, [----] engagements


"@cybr4747 How about roll it to $SE"  
[X Link](https://x.com/e_commerce_king/status/2017552102059552925)  2026-01-31T10:54Z [---] followers, [---] engagements


"People are asking me who should I follow. Well Im not actually an analyst Im just a $SE lover. I personally will recommend to follow: @the_zack_zhu @SleepWellTrung @GabGrowth For much deeper analysis Have a nice day doing research on $SE"  
[X Link](https://x.com/anyuser/status/1992770298429739128)  2025-11-24T01:40Z [---] followers, [----] engagements


"@EquityBrian $SE the bull case is that 50% of SEA + Brazil + TAIWAN will be taxed by $SE And potentially a big portion of the credit"  
[X Link](https://x.com/anyuser/status/2014874059306369236)  2026-01-24T01:33Z [---] followers, [----] engagements

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