[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@HelixCapital_](/creator/twitter/HelixCapital_) "@GabGrowth Great post as always @GabGrowth. Fully agree with your points esp re $SE" [X Link](https://x.com/HelixCapital_/status/1979368440101228814) [@HelixCapital_](/creator/x/HelixCapital_) 2025-10-18T02:06Z XXX followers, XXX engagements "Respect @HedgeyeTech's analysis and could be wrong but I think a $XXX FY26 target for $SE is too bearish. While I think X primary concerns around 1) Shopee margins dipping temporarily as they re-accelerate competition and a 2) weaker macro (esp Indonesia) are warratned (1/n)" [X Link](https://x.com/HelixCapital_/status/1979369494687735984) [@HelixCapital_](/creator/x/HelixCapital_) 2025-10-18T02:10Z XXX followers, XXX engagements "@HedgeyeTech (2/n) $SE has shown acceleration in growth AND profitability across all X verticals (Garena Shopee Monee) unlike prior years. Garena's re-growth and Free Fire's sustainability has been a major positive while Monee continues to grow both its on-book / off - book lending at" [X Link](https://x.com/HelixCapital_/status/1979369984330699149) [@HelixCapital_](/creator/x/HelixCapital_) 2025-10-18T02:12Z XXX followers, XXX engagements "@HedgeyeTech (3/n) a great pace. $SE is not entirely dependent on Shopee margins and I think the current shareholder base (GARP oriented understand this). At a 1x PEG even on reduced estimates I think an a SOTP would put this closer to $XXX imo" [X Link](https://x.com/HelixCapital_/status/1979370423109456332) [@HelixCapital_](/creator/x/HelixCapital_) 2025-10-18T02:14Z XXX followers, XXX engagements "Not too many actual plans revealed but a good reminder that even the likes of $SE can see significant gains from AI if utilized properly (imo particularly in its fintech biz)" [X Link](https://x.com/HelixCapital_/status/1980580347298607366) [@HelixCapital_](/creator/x/HelixCapital_) 2025-10-21T10:22Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HelixCapital_
"@GabGrowth Great post as always @GabGrowth. Fully agree with your points esp re $SE"
X Link @HelixCapital_ 2025-10-18T02:06Z XXX followers, XXX engagements
"Respect @HedgeyeTech's analysis and could be wrong but I think a $XXX FY26 target for $SE is too bearish. While I think X primary concerns around 1) Shopee margins dipping temporarily as they re-accelerate competition and a 2) weaker macro (esp Indonesia) are warratned (1/n)"
X Link @HelixCapital_ 2025-10-18T02:10Z XXX followers, XXX engagements
"@HedgeyeTech (2/n) $SE has shown acceleration in growth AND profitability across all X verticals (Garena Shopee Monee) unlike prior years. Garena's re-growth and Free Fire's sustainability has been a major positive while Monee continues to grow both its on-book / off - book lending at"
X Link @HelixCapital_ 2025-10-18T02:12Z XXX followers, XXX engagements
"@HedgeyeTech (3/n) a great pace. $SE is not entirely dependent on Shopee margins and I think the current shareholder base (GARP oriented understand this). At a 1x PEG even on reduced estimates I think an a SOTP would put this closer to $XXX imo"
X Link @HelixCapital_ 2025-10-18T02:14Z XXX followers, XXX engagements
"Not too many actual plans revealed but a good reminder that even the likes of $SE can see significant gains from AI if utilized properly (imo particularly in its fintech biz)"
X Link @HelixCapital_ 2025-10-21T10:22Z XXX followers, XXX engagements
/creator/twitter::1307864733668712449/posts