[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @GabGrowth Gab Gab posts on X about $grab, $coin, $tsm, $dlo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1030436381779156993/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +289% - X Year XXXXXXXXX +25,620% ### Mentions: XX [#](/creator/twitter::1030436381779156993/posts_active)  - X Week XXX +14% - X Month XXX +7.10% - X Months XXXXX +83% - X Year XXXXX +1,367% ### Followers: XXXXXX [#](/creator/twitter::1030436381779156993/followers)  - X Week XXXXXX +1.20% - X Month XXXXXX +5.60% - X Months XXXXXX +155% - X Year XXXXXX +305% ### CreatorRank: XXXXXXX [#](/creator/twitter::1030436381779156993/influencer_rank)  ### Social Influence [#](/creator/twitter::1030436381779156993/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) #908 [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$grab](/topic/$grab) #2, [$coin](/topic/$coin) #52, [$tsm](/topic/$tsm) 6.45%, [$dlo](/topic/$dlo) 5.16%, [deep dive](/topic/deep-dive) 4.52%, [$meli](/topic/$meli) 3.87%, [hood](/topic/hood) 3.87%, [$hood](/topic/$hood) 3.87%, [$se](/topic/$se) 3.23%, [stocks](/topic/stocks) XXXX% **Top accounts mentioned or mentioned by** [@davey_juice](/creator/undefined) [@frameworkwisely](/creator/undefined) [@daveyjuice](/creator/undefined) [@amitisinvesting](/creator/undefined) [@cdduagusc](/creator/undefined) [@jonahlupton](/creator/undefined) [@endicottinvests](/creator/undefined) [@ozymandiasricky](/creator/undefined) [@logicalthesis](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@tacticzh](/creator/undefined) [@hypertechinvest](/creator/undefined) [@cbmonk](/creator/undefined) [@rlopesribeiro](/creator/undefined) [@ddexterr](/creator/undefined) [@mortoom](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@emilvbf](/creator/undefined) [@zkpercipio](/creator/undefined) [@fintegrate](/creator/undefined) **Top assets mentioned** [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Mario Coin (COIN)](/topic/$coin) [Taiwan Semiconductor (TSM)](/topic/$tsm) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Sea Limited (SE)](/topic/$se) [Solana (SOL)](/topic/$sol) [Coupang, Inc. (CPNG)](/topic/$cpng) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ETHA Lend (ETHA)](/topic/$etha) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Netflix Inc (NFLX)](/topic/$nflx) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Tesla, Inc. (TSLA)](/topic/$tsla) [Eli Lilly and Company (LLY)](/topic/$lly) [SPX6900 (SPX)](/topic/$spx) [Lucid Group Inc (LCID)](/topic/$lcid) [BlackRock Inc (BLK)](/topic/blackrock) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [USDC (USDC)](/topic/usdc) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Decentral Games ICE (ICE)](/topic/$ice) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [S&P Global Inc (SPGI)](/topic/$spgi) [Spotify Technology (SPOT)](/topic/$spot) [CME Group Inc (CME)](/topic/$cme) [Booking Holdings Inc (BKNG)](/topic/$bkng) [SuperWalk (GRND)](/topic/$grnd) [Match Group Inc (MTCH)](/topic/$mtch) [Metadium (META)](/topic/$meta) ### Top Social Posts [#](/creator/twitter::1030436381779156993/posts) --- Top posts by engagements in the last XX hours "@ddexterr_ I think Anthony Tan is way too principled to be doing that. Businesses that would consider doing that have to be insanely obsessed with $BTC $ETH and have a failing business over a long period of time. Basically Saylor lol"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946146096298000624) 2025-07-18 09:52:41 UTC 14.4K followers, XX engagements "What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943345515816718629) 2025-07-10 16:24:11 UTC 14.4K followers, 14.8K engagements "@davey_juice Have shared them publicly multiple times on here and on substack (for free) These are the current holdings: $SE $MELI $TSLA $GRAB $TSM $HOOD $AMZN $CPNG $HIMS $COIN Subs get an update each month with my personal view on each"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942204813200216156) 2025-07-07 12:51:26 UTC 14.4K followers, XXX engagements "@EndicottInvests $HIMS $LLY was in the original draft but I decided to stick with names that would exacerbate the crisis not solve it 🤣"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946226062314340767) 2025-07-18 15:10:27 UTC 14.4K followers, XXX engagements "Just published a mini-thesis on $CHA Chagee Its a premium milk tea brand that has grown store count from 200-6640 in X years. Im personally a huge fan of the product and have been amazed by the founders story. I think you will enjoy the short read too. 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942612793104163193) 2025-07-08 15:52:36 UTC 14.4K followers, 12.5K engagements "$GRAB Lower margins for deliveries is not an issue for Grab. Market share is what matters. I think Shared Saver and GrabFood for One will XXX% have helped Grab gain many more MAUs and order count which is ultimately the crucial factor in dominating long-term"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944740716007367163) 2025-07-14 12:48:12 UTC 14.4K followers, 6071 engagements "The fact this guy has 128k followers is an indictment on his followers not him. He is either delusional or very smart profiting from fear-mongering. Calling tops on things like $SPX $QQQ $BTC is stupid. There is only one top but there are many bottoms"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945428167625506920) 2025-07-16 10:19:54 UTC 14.4K followers, 1445 engagements "@CdDuagusc @HyperTechInvest I understand that and it is my thesis for investing in $HOOD too but it is very unlikely we see a 70x in XXX years for a $7b asset. Especially for a cyclical business that should see a peak in X months to X year"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946553224074236177) 2025-07-19 12:50:28 UTC 14.4K followers, XX engagements "@FrameworkWisely $HOOD delisted $SOL at $XX causing their holders to miss out on 10x gains lets not give them too much credit. And this is coming from a $HOOD shareholder since $8"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946032340033282392) 2025-07-18 02:20:40 UTC 14.4K followers, XX engagements "@CdDuagusc @HyperTechInvest What is the basis for this The stock is up 14x in the past XXX years with XX% of returns derived from multiple expansion. Do you believe it can 5x cash flows in X years and how"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946544409010753614) 2025-07-19 12:15:26 UTC 14.4K followers, XX engagements "I like $UBER and think Dara is super sharp. But I think their recent actions feel more like desperation than a proper strategy. To me it seems like a scramble to stay relevant. Guess well find out in the next couple of years"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945861430257033456) 2025-07-17 15:01:31 UTC 14.4K followers, 3448 engagements "$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943255655806013529) 2025-07-10 10:27:06 UTC 14.4K followers, 2391 engagements "How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945725663522275685) 2025-07-17 06:02:02 UTC 14.4K followers, 4242 engagements "$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1938732284930338831) 2025-06-27 22:52:51 UTC 14.4K followers, 11.1K engagements "In my opinion $GRAB does have one big and obvious overhang on the stock. What does it plan to do with the $8B in cash Assuming $GOTO acquisition is off the table (which increasingly looks like the case) they either do a massive buyback or a series of smaller acquisitions"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946142504384184424) 2025-07-18 09:38:25 UTC 14.4K followers, 7318 engagements "$ETHA +7% BlackRock Daily ETH Flow for today: $314M I believe this is the highest flows ever for the asset"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943482156795253163) 2025-07-11 01:27:08 UTC 14.4K followers, 1862 engagements "@cbmonk Oh sorry i thought you meant peak bull I think $120-$150 will be the low"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946553843761770507) 2025-07-19 12:52:56 UTC 14.4K followers, XX engagements "Looking deeper into $ALAB thanks to @davey_juice for the share. Liking what im seeing so far might do a deep dive"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945532010359132534) 2025-07-16 17:12:32 UTC 14.4K followers, 2413 engagements "@mortoom I hear this every cycle and ive been here for several. Ill believe it when I see it"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946542591060611135) 2025-07-19 12:08:13 UTC 14.4K followers, XXX engagements "Shared this with subs a couple weeks ago when $COIN was $XXX. I almost never do large swing trades of over X% but decided to with $COIN at $XXX (documented on X will link below) because of my understanding of how crypto cycles work and the clear and obvious catalysts for $COIN"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943624210406105115) 2025-07-11 10:51:37 UTC 14.4K followers, 5304 engagements "Listening to ex- $MELI CFO and current $DLO CEO Pedro Arnts interviews have been incredibly refreshing. He says exactly what he thinks no filter no BS. I might have found a new favourite CEO"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942951128951341282) 2025-07-09 14:17:02 UTC 14.4K followers, 4266 engagements "$IBKR +5% AH Very strong results as expected. Revenue up XXXX% (huge beat $1.48B v $1.36B est) EPS $XXXX v $XXXX est Bodes well for $HOOD and explains why the stock has constantly been running up (including tokenisation SEC dereg etc)"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946042946882838800) 2025-07-18 03:02:48 UTC 14.4K followers, 2095 engagements "Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1941723707275378825) 2025-07-06 04:59:41 UTC 14.4K followers, 2695 engagements "If this interests you check out my full deep dive on $TSM in the link below. I post deep dives earnings reviews market analysis and more 2-3x a week"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816557755740645) 2025-07-17 12:03:13 UTC 14.4K followers, XXX engagements "Update: $SOL $XX - $XXX (6x) $COIN $XXX - $XXX (2.1x) $ETHA $XX - (+44%) Remember to take profits"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946037494400843969) 2025-07-18 02:41:08 UTC 14.4K followers, 1272 engagements "8/ The Risks and the Bear Case Geopolitical Tension: Taiwan remains a key geographical flashpoint. While partially mitigated through new fabs in other countries Taiwan remains crucial and a Chinese invasion would be considered an existential crisis. Customer Concentration: Apple alone makes up XX% of TSMCs revenue. Nvidia makes up XX% of revenue and will likely become a much larger percentage over the coming decade. Capital Intensity: With TSMC spending $30-$35B in CAPEX a year a temporary slowdown will lead to a significant drop in profitability. Samsung and Intel: While both are currently"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816549086187762) 2025-07-17 12:03:11 UTC 14.4K followers, XX engagements "Today we will see if $TSM is a level above $ASML this cycle. Earnings in X hours"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945647922160554063) 2025-07-17 00:53:07 UTC 14.4K followers, 5229 engagements "@amitisinvesting I guess I have no choice now 🤣"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945652829110321260) 2025-07-17 01:12:37 UTC 14.4K followers, 2241 engagements "This is such an outdated argument. This was true in 2021 not today. $SOL is now secure and sufficiently decentralised. The chain has not paused in almost X years now i believe. $SOL is still the fastest chain. L2s on ETH cannot compare and L1s are worst. All of their speed is theoretical show me a chain that can handle the amount of transactions SOL can not theoretically at 2000 tps or more"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946030272014884880) 2025-07-18 02:12:26 UTC 14.4K followers, XX engagements "@davey_juice Incredible that NVDA is going to grow XXX% at their scale"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946387408871895167) 2025-07-19 01:51:35 UTC 14.4K followers, XXX engagements "@FrameworkWisely $ETH hub and spoke model is a good strategy for users of Ethereum but not for $ETH the asset. Almost all L2s have their own tokens which leads to misaligned incentives. $ETH does not retain the value it gives to L2s and L2s are not incentivised the feed back to the base chain"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946020724671664378) 2025-07-18 01:34:30 UTC 14.4K followers, XXX engagements "$TSM just crushed earnings Revenue and Net Profit is up a whopping XX% and XX% YoY respectively. Yet the stock trades at just 27x PE today. Here is my $TSM investment thesis: 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816479917891692) 2025-07-17 12:02:54 UTC 14.4K followers, 2003 engagements "@luffy_g5 Are you a time traveller Jk Im XXX% stock as ive always been and advocated for"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946233969462394918) 2025-07-18 15:41:52 UTC 14.4K followers, XXX engagements "$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945147753384042882) 2025-07-15 15:45:38 UTC 14.4K followers, 2540 engagements "$COIN likely has a shot at going for its $XXX ATH price this week. Above that and its anyones guess how high it goes"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944605586559320403) 2025-07-14 03:51:15 UTC 14.4K followers, 4013 engagements "CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945455333998227574) 2025-07-16 12:07:51 UTC 14.4K followers, 2669 engagements "@RLopesRibeiro My bull thesis was first formed in May/June last year way before rumours of a $GOTO acquisition surfaced. In my various theses I don't note $GOTO acquisition as a bull case too I think $GRAB dominates regardless and $GOTO is frankly a dead business walking"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946145842098004396) 2025-07-18 09:51:41 UTC 14.4K followers, XXX engagements "This is huge news for $CRCL $COIN if true"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943227123638112685) 2025-07-10 08:33:44 UTC 14.4K followers, 3202 engagements "10 STOCKS UNAFFECTED BY TARIFFS: 1) $MSFT Microsoft 2) $FICO Fair Isaac Corporation 3) $ICE Intercontinental Exchange 4) $SPGI S&P Global 5) $NFLX Netflix 6) $SPOT Spotify 7) $CRWD CrowdStrike 8) $CME CME Group 9) $DUOL Duolingo 10) $BKNG Booking Holdings"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1914317115961884914) 2025-04-21 13:55:41 UTC 14.4K followers, 4563 engagements "@davey_juice Mostly alluding to guidance. With $ASML refusing to give guidance for 2025 would be a huge show of confidence if $TSM were to reiterate and even raise"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945664640459178032) 2025-07-17 01:59:33 UTC 14.4K followers, XXX engagements "On Cyclicality & Holding Periods (with regards to $HOOD & $COIN): My favourite holding period is forever. However that simply isnt possible with cyclical businesses. The traditional cyclical sectors include oil&gas homebuilders automobiles semiconductors etc However in recent times the most obviously cyclical industry has been cryptocurrencies. Two of my key holdings happen to fall into that category: $HOOD $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946537435615363475) 2025-07-19 11:47:44 UTC 14.4K followers, 2758 engagements "My conservative base case valuation for $DLO: Assumptions: - TPV growth: XX% XX% by 2030 - Take Rate: XXXX% XXXX% by 2030 - Op Margin: XX% XX% - X% Dilution XX% Tax - 20x PE on 2030 (Currently 23x) $DLO yields projected 5Y CAGR of XX% Stock is XX% undervalued at XX% discount rate. XX% of FCF returned via dividends. Strong opportunity imo"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945076459527451017) 2025-07-15 11:02:20 UTC 14.4K followers, 7860 engagements "7/ Why Now TSMC has emerged from its cyclical downturn and growth is inflecting. Revenue grew XX% in Q1 2025 Revenue is accelerating. This is a hyper-growth company trading at just XX PE. The reason for the undervaluation Cyclicality. The market believes this is temporary. I believe this is the new normal"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816536218010008) 2025-07-17 12:03:08 UTC 14.4K followers, XX engagements "@Bigboyz_Deals @ddexterr_ Yep no thanks to Axie Infinity lol"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946184405489483795) 2025-07-18 12:24:55 UTC 14.4K followers, XX engagements "This quote from Pedro Arnt about his time at $MELI explains it imo: Because you dont have the kind of absolutely widespread digital adoption that you already have in the developed world you almost have a benefit when youre growing and scaling out your companies. I remember investors would always bitch at us and be like: Why arent you growing XXX% year on year youre only growing at 40%. And the answer was always the market isnt growing that fast. But on the other hand were not going to run out of expanding addressable market to paper over our mistakes in three years. We have a XX or XX year"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946395160692322424) 2025-07-19 02:22:23 UTC 14.4K followers, XX engagements "One of the litmus tests in deciding whether to invest in a business is the Snap Test: If the product ceased to exist overnight how badly would users scream Are you a nice to have or a must-have Stocks that PASS the snap test: $AAPL $AMZN $META $V $MA What else"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943346541756068021) 2025-07-10 16:28:15 UTC 14.4K followers, 2490 engagements "@BoringBiz_ BTCs narrative is much more easily understood. Digital Gold Store of Value Inflation Hedge Institutional Adoption. ETHs narrative of programmable money infrastructure layer for apps restaking interoperability is much harder for normies to get. Things may be changing tho"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946431332495819196) 2025-07-19 04:46:07 UTC 14.4K followers, XXX engagements "@JonahLupton I would argue their strength is not in monopoly power but being the embedded standard. I think $FICO will be fine it was telling that stock rebounded strongly despite yesterdays news"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942820272241009057) 2025-07-09 05:37:03 UTC 14.4K followers, XXX engagements "$GRAB Q2 earnings will likely see higher revenue growth for the deliveries segment but lower margins due to Shared Saver and GrabFood for One"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944068162791911856) 2025-07-12 16:15:43 UTC 14.4K followers, 16.3K engagements "Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed 20000 words. Pain"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945648267494396003) 2025-07-17 00:54:30 UTC 14.4K followers, 28.2K engagements "@fintegrate What are your thoughts on $PME at the current price Also any other ASX stocks you like"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1934958992901747055) 2025-06-17 12:59:08 UTC 14.4K followers, XXX engagements "9/ $TSM is not just the worlds most important chipmaker. It is the key to modern computing and the backbone of the AI wave. For the reasons above Im invested"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816554001817618) 2025-07-17 12:03:12 UTC 14.4K followers, XXX engagements "One of the more underrated segments of Grab is GrabAds. In Q4 2024 GrabAds grew XX% YoY and was pacing at an annualised $216M run-rate. Ads are a hugely profitable business and will be a crucial contributor to the bottom-line in the years to come"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1929873915729662163) 2025-06-03 12:12:51 UTC 14.4K followers, 15.6K engagements "@johnny10gunz In the short term yes but if they dont find a value accretive way to spend it it becomes a waste of shareholder capital"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946466457077825701) 2025-07-19 07:05:41 UTC 14.4K followers, XX engagements "Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946425889346248969) 2025-07-19 04:24:29 UTC 14.4K followers, 3229 engagements "Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945862455953125785) 2025-07-17 15:05:36 UTC 14.4K followers, 3548 engagements "Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944348331804618785) 2025-07-13 10:49:01 UTC 14.4K followers, 8015 engagements "$TSM destroys EARNINGS again The Foundry that runs the World. $1T stock soon"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945723218100355104) 2025-07-17 05:52:19 UTC 14.4K followers, 3391 engagements "New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946217594060673479) 2025-07-18 14:36:48 UTC 14.4K followers, 2784 engagements "$DLO to report Q2 earnings on 13th August"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945140656684372311) 2025-07-15 15:17:26 UTC 14.4K followers, 2348 engagements "5/ Competitive Advantages TSMCs moat is deep and wide. More importantly it continues to expand. - Tech Lead: No one else is shipping 3nm chips at scale. Its closest rivals Intel and Samsung lag by years. - Customer Lock-In: Customers build chip designs tightly around TSMCs manufacturing specs. They are co-dependent and switching costs are high. - Capacity & Reliability: TSMC has always delivered high yield on-time and confidentially. This makes it the go-to fab"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816528613675114) 2025-07-17 12:03:06 UTC 14.4K followers, XX engagements "@Slim20359096 @amitisinvesting Your concerns are valid if it were based in other parts of Asia however Singapore headquartered is as safe as it gets"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945680956586905632) 2025-07-17 03:04:23 UTC 14.4K followers, XXX engagements "Not arguing against that $ETH will have majority of the TVL. But $SOL beats it on DEX volumes which is remarkable considering it has a small fraction of the TVL. More use cases and activity is happening on $SOL and it shows in developer activity too. Would suggest listening to mert from lightspeed too (podcast) to understand the $SOL bull case"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946021913211650412) 2025-07-18 01:39:14 UTC 14.4K followers, XX engagements "$GRAB COO Alex Hungate just spoke at the Asia Economic Summit. He spoke extensively about $GRAB. Here are the X most important takeaways for investors: 🧵"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942188482304372845) 2025-07-07 11:46:32 UTC 14.4K followers, 74.8K engagements "Its true that the majority of my investments are in the US stock market. However many of the businesses I own are from outside the US: $SE Sea Limited (Singapore) $GRAB Grab Holdings (Singapore) $TSM Taiwan Semiconductor (Taiwan) $MELI Mercado Libre (Argentina) $CPNG Coupang (South Korea) Next on my list of potential stocks is: $DLO which hails from Uruguay Deep Dive coming"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1941117744247918946) 2025-07-04 12:51:49 UTC 14.4K followers, 17.2K engagements "China is filled with food delivery platforms despite it being an inherently low margin business: Alibaba ByteDance Meituan JD DiDi I believe there are X reasons for that: (1) Food delivery is one of the keys to a SuperApp model: it brings users onto the platform cross-sells rides groceries hotels and more. (2) Building last-mile logistics becomes a moat that allows for expansion into various verticals that are much higher-margin without incremental investment. $GRAB owning XX% of the Food Delivery market in SEA is so overlooked. It gives them a moat that people only begin to realise years"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1937109660890440076) 2025-06-23 11:25:07 UTC 14.4K followers, 4193 engagements "Just posted my dLocal deep dive While there are undoubtedly risks to the business I believe they are well priced in to the stock and I see a huge asymmetric risk/reward skew today at $XX. TPV is up 5.4x since IPO while stock is down 85%. Opportunity. 👇"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944766107807838210) 2025-07-14 14:29:06 UTC 14.4K followers, 12.3K engagements "I am long $SOL $COIN $BTC $ETHA in that order. The past few months have been a period of accumulation for me specifically $COIN $ETHA While prices have been at elevated levels compared to the trough in 2022 quite literally nobody in real life (family friends acquaintances) is talking about Crypto. I find that to be the strongest signal and one that I use often. My personal belief is that we are set up for a blow-off top in Q4 2025. Below is my cost basis & price target for each asset: $SOL: $XX - $XXX $COIN: $XXX - $XXX $BTC: Not important will hold throughout $ETHA: $XX - $XX * $SOL: already"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1943121557276233814) 2025-07-10 01:34:15 UTC 14.4K followers, 3724 engagements "@riyadosofian $GRAB $SE $DLO for me $ZETA $LMND on the watchlist"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945812191044944153) 2025-07-17 11:45:52 UTC 14.4K followers, XXX engagements "4/ A Trusted Partner TSMC could very easily compete with its own customers but relents making it the neutral arms dealer of silicon. Every few years a new tech wave lifts the whole business to new heights. Smartphones - Data Centers - AI -"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816523794518426) 2025-07-17 12:03:05 UTC 14.4K followers, XX engagements "$COIN App Store Rank at XXX today almost double digits"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945771201462485096) 2025-07-17 09:02:59 UTC 14.4K followers, 2684 engagements "@FrameworkWisely For network shares yes for store of value I highly doubt it. It is tough to be a store of value when the asset goes down XX% every few years. Stablecoins are the no brainer use case for store of value"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946022662905704826) 2025-07-18 01:42:12 UTC 14.4K followers, XX engagements "$GOTO investigated by Indonesian government over possible $610M graft case. Looks increasingly likely that $GRAB will stay clear of an acquisition. Im not sure what the consequences of this probe will be but its now unlikely that Danantara will be involved"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944351976042459281) 2025-07-13 11:03:30 UTC 14.4K followers, 6126 engagements "$CRCL is worth $30B now. $COIN takes XX% of whatever profit $CRCL makes without the costs what is that worth In 2024: that amounted to $908M. That is straight profit to the bottom-line. $COIN market cap: $60B"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1934616970294669475) 2025-06-16 14:20:03 UTC 14.4K followers, 14.4K engagements "$FICO down XX% today as Fannie and Freddie allow use of VantageScore. My buy level is $1300"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1942614918227976303) 2025-07-08 16:01:03 UTC 14.4K followers, 3706 engagements "1/ $TSM When people think of chips they think Nvidia Intel or AMD perhaps even Apple. But quietly TSMC is the SINGLE most important company in global computing. From iPhones to Data Centers to AI Clusters the digital era runs on silicon crafted by TSMC"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1945816493901648258) 2025-07-17 12:02:58 UTC 14.4K followers, XX engagements "$COIN App Store Rank in the past month: From #450 to #123 still a while away from reaching its cycle peak of #9"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1944240529342181761) 2025-07-13 03:40:39 UTC 14.4K followers, 2673 engagements "$GRAB Broke out of the X month long resistance perhaps we're ready to go higher from here Earnings in X weeks (30th July)"  [@GabGrowth](/creator/x/GabGrowth) on [X](/post/tweet/1946139972526104779) 2025-07-18 09:28:21 UTC 14.4K followers, 14.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GabGrowth Gab
Gab posts on X about $grab, $coin, $tsm, $dlo the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XXXX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +289%
- X Year XXXXXXXXX +25,620%
Mentions: XX #
- X Week XXX +14%
- X Month XXX +7.10%
- X Months XXXXX +83%
- X Year XXXXX +1,367%
Followers: XXXXXX #
- X Week XXXXXX +1.20%
- X Month XXXXXX +5.60%
- X Months XXXXXX +155%
- X Year XXXXXX +305%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% cryptocurrencies XXXX% exchanges #908 countries XXXX% automotive brands XXXX% social networks XXXX%
Social topic influence $grab #2, $coin #52, $tsm 6.45%, $dlo 5.16%, deep dive 4.52%, $meli 3.87%, hood 3.87%, $hood 3.87%, $se 3.23%, stocks XXXX%
Top accounts mentioned or mentioned by @davey_juice @frameworkwisely @daveyjuice @amitisinvesting @cdduagusc @jonahlupton @endicottinvests @ozymandiasricky @logicalthesis @wolfofharcourt @tacticzh @hypertechinvest @cbmonk @rlopesribeiro @ddexterr @mortoom @zoomyzoomm @emilvbf @zkpercipio @fintegrate
Top assets mentioned Grab Holdings Limited Class A Ordinary Shares (GRAB) Mario Coin (COIN) Taiwan Semiconductor (TSM) DLocal Limited Class A Common Shares (DLO) MercadoLibre Inc (MELI) Robinhood Markets, Inc. (HOOD) Sea Limited (SE) Solana (SOL) Coupang, Inc. (CPNG) Ethereum (ETH) Bitcoin (BTC) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) ETHA Lend (ETHA) Fair Isaac, Corp. (FICO) Uber Technologies, Inc. (UBER) Circle Internet Group, Inc. (CRCL) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Duolingo, Inc. Class A Common Stock (DUOL) Tesla, Inc. (TSLA) Eli Lilly and Company (LLY) SPX6900 (SPX) Lucid Group Inc (LCID) BlackRock Inc (BLK) Astera Labs, Inc. Common Stock (ALAB) Interactive Brokers Group, Inc. (IBKR) USDC (USDC) Crowdstrike Holdings Inc (CRWD) Decentral Games ICE (ICE) Intercontinental Exchange Inc (ICE) S&P Global Inc (SPGI) Spotify Technology (SPOT) CME Group Inc (CME) Booking Holdings Inc (BKNG) SuperWalk (GRND) Match Group Inc (MTCH) Metadium (META)
Top Social Posts #
Top posts by engagements in the last XX hours
"@ddexterr_ I think Anthony Tan is way too principled to be doing that. Businesses that would consider doing that have to be insanely obsessed with $BTC $ETH and have a failing business over a long period of time. Basically Saylor lol"
@GabGrowth on X 2025-07-18 09:52:41 UTC 14.4K followers, XX engagements
"What are your X favourite EM stocks Ill start: - $SE - $MELI - $GRAB X are at a bit of a discount today btw" @GabGrowth on X 2025-07-10 16:24:11 UTC 14.4K followers, 14.8K engagements
"@davey_juice Have shared them publicly multiple times on here and on substack (for free) These are the current holdings: $SE $MELI $TSLA $GRAB $TSM $HOOD $AMZN $CPNG $HIMS $COIN Subs get an update each month with my personal view on each" @GabGrowth on X 2025-07-07 12:51:26 UTC 14.4K followers, XXX engagements
"@EndicottInvests $HIMS $LLY was in the original draft but I decided to stick with names that would exacerbate the crisis not solve it 🤣" @GabGrowth on X 2025-07-18 15:10:27 UTC 14.4K followers, XXX engagements
"Just published a mini-thesis on $CHA Chagee Its a premium milk tea brand that has grown store count from 200-6640 in X years. Im personally a huge fan of the product and have been amazed by the founders story. I think you will enjoy the short read too. 👇" @GabGrowth on X 2025-07-08 15:52:36 UTC 14.4K followers, 12.5K engagements
"$GRAB Lower margins for deliveries is not an issue for Grab. Market share is what matters. I think Shared Saver and GrabFood for One will XXX% have helped Grab gain many more MAUs and order count which is ultimately the crucial factor in dominating long-term" @GabGrowth on X 2025-07-14 12:48:12 UTC 14.4K followers, 6071 engagements
"The fact this guy has 128k followers is an indictment on his followers not him. He is either delusional or very smart profiting from fear-mongering. Calling tops on things like $SPX $QQQ $BTC is stupid. There is only one top but there are many bottoms" @GabGrowth on X 2025-07-16 10:19:54 UTC 14.4K followers, 1445 engagements
"@CdDuagusc @HyperTechInvest I understand that and it is my thesis for investing in $HOOD too but it is very unlikely we see a 70x in XXX years for a $7b asset. Especially for a cyclical business that should see a peak in X months to X year" @GabGrowth on X 2025-07-19 12:50:28 UTC 14.4K followers, XX engagements
"@FrameworkWisely $HOOD delisted $SOL at $XX causing their holders to miss out on 10x gains lets not give them too much credit. And this is coming from a $HOOD shareholder since $8" @GabGrowth on X 2025-07-18 02:20:40 UTC 14.4K followers, XX engagements
"@CdDuagusc @HyperTechInvest What is the basis for this The stock is up 14x in the past XXX years with XX% of returns derived from multiple expansion. Do you believe it can 5x cash flows in X years and how" @GabGrowth on X 2025-07-19 12:15:26 UTC 14.4K followers, XX engagements
"I like $UBER and think Dara is super sharp. But I think their recent actions feel more like desperation than a proper strategy. To me it seems like a scramble to stay relevant. Guess well find out in the next couple of years" @GabGrowth on X 2025-07-17 15:01:31 UTC 14.4K followers, 3448 engagements
"$TSM with XX% YoY revenue growth for 1H25 and XXXX% YoY for June. A secular winner and a stalwart position in my portfolio. Have done a deep dive on the business will link below 👇" @GabGrowth on X 2025-07-10 10:27:06 UTC 14.4K followers, 2391 engagements
"How dominant is $GRAB in SEA you ask This driver works for $GOTO Gojek but Grab Driver was used in the title instead because thats what people recognise. Mindshare at its best" @GabGrowth on X 2025-07-17 06:02:02 UTC 14.4K followers, 4242 engagements
"$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout" @GabGrowth on X 2025-06-27 22:52:51 UTC 14.4K followers, 11.1K engagements
"In my opinion $GRAB does have one big and obvious overhang on the stock. What does it plan to do with the $8B in cash Assuming $GOTO acquisition is off the table (which increasingly looks like the case) they either do a massive buyback or a series of smaller acquisitions" @GabGrowth on X 2025-07-18 09:38:25 UTC 14.4K followers, 7318 engagements
"$ETHA +7% BlackRock Daily ETH Flow for today: $314M I believe this is the highest flows ever for the asset" @GabGrowth on X 2025-07-11 01:27:08 UTC 14.4K followers, 1862 engagements
"@cbmonk Oh sorry i thought you meant peak bull I think $120-$150 will be the low" @GabGrowth on X 2025-07-19 12:52:56 UTC 14.4K followers, XX engagements
"Looking deeper into $ALAB thanks to @davey_juice for the share. Liking what im seeing so far might do a deep dive" @GabGrowth on X 2025-07-16 17:12:32 UTC 14.4K followers, 2413 engagements
"@mortoom I hear this every cycle and ive been here for several. Ill believe it when I see it" @GabGrowth on X 2025-07-19 12:08:13 UTC 14.4K followers, XXX engagements
"Shared this with subs a couple weeks ago when $COIN was $XXX. I almost never do large swing trades of over X% but decided to with $COIN at $XXX (documented on X will link below) because of my understanding of how crypto cycles work and the clear and obvious catalysts for $COIN" @GabGrowth on X 2025-07-11 10:51:37 UTC 14.4K followers, 5304 engagements
"Listening to ex- $MELI CFO and current $DLO CEO Pedro Arnts interviews have been incredibly refreshing. He says exactly what he thinks no filter no BS. I might have found a new favourite CEO" @GabGrowth on X 2025-07-09 14:17:02 UTC 14.4K followers, 4266 engagements
"$IBKR +5% AH Very strong results as expected. Revenue up XXXX% (huge beat $1.48B v $1.36B est) EPS $XXXX v $XXXX est Bodes well for $HOOD and explains why the stock has constantly been running up (including tokenisation SEC dereg etc)" @GabGrowth on X 2025-07-18 03:02:48 UTC 14.4K followers, 2095 engagements
"Meituan just hit 120M daily delivery orders 🤯 The scale in China is just incredible" @GabGrowth on X 2025-07-06 04:59:41 UTC 14.4K followers, 2695 engagements
"If this interests you check out my full deep dive on $TSM in the link below. I post deep dives earnings reviews market analysis and more 2-3x a week" @GabGrowth on X 2025-07-17 12:03:13 UTC 14.4K followers, XXX engagements
"Update: $SOL $XX - $XXX (6x) $COIN $XXX - $XXX (2.1x) $ETHA $XX - (+44%) Remember to take profits" @GabGrowth on X 2025-07-18 02:41:08 UTC 14.4K followers, 1272 engagements
"8/ The Risks and the Bear Case Geopolitical Tension: Taiwan remains a key geographical flashpoint. While partially mitigated through new fabs in other countries Taiwan remains crucial and a Chinese invasion would be considered an existential crisis. Customer Concentration: Apple alone makes up XX% of TSMCs revenue. Nvidia makes up XX% of revenue and will likely become a much larger percentage over the coming decade. Capital Intensity: With TSMC spending $30-$35B in CAPEX a year a temporary slowdown will lead to a significant drop in profitability. Samsung and Intel: While both are currently" @GabGrowth on X 2025-07-17 12:03:11 UTC 14.4K followers, XX engagements
"Today we will see if $TSM is a level above $ASML this cycle. Earnings in X hours" @GabGrowth on X 2025-07-17 00:53:07 UTC 14.4K followers, 5229 engagements
"@amitisinvesting I guess I have no choice now 🤣" @GabGrowth on X 2025-07-17 01:12:37 UTC 14.4K followers, 2241 engagements
"This is such an outdated argument. This was true in 2021 not today. $SOL is now secure and sufficiently decentralised. The chain has not paused in almost X years now i believe. $SOL is still the fastest chain. L2s on ETH cannot compare and L1s are worst. All of their speed is theoretical show me a chain that can handle the amount of transactions SOL can not theoretically at 2000 tps or more" @GabGrowth on X 2025-07-18 02:12:26 UTC 14.4K followers, XX engagements
"@davey_juice Incredible that NVDA is going to grow XXX% at their scale" @GabGrowth on X 2025-07-19 01:51:35 UTC 14.4K followers, XXX engagements
"@FrameworkWisely $ETH hub and spoke model is a good strategy for users of Ethereum but not for $ETH the asset. Almost all L2s have their own tokens which leads to misaligned incentives. $ETH does not retain the value it gives to L2s and L2s are not incentivised the feed back to the base chain" @GabGrowth on X 2025-07-18 01:34:30 UTC 14.4K followers, XXX engagements
"$TSM just crushed earnings Revenue and Net Profit is up a whopping XX% and XX% YoY respectively. Yet the stock trades at just 27x PE today. Here is my $TSM investment thesis: 👇" @GabGrowth on X 2025-07-17 12:02:54 UTC 14.4K followers, 2003 engagements
"@luffy_g5 Are you a time traveller Jk Im XXX% stock as ive always been and advocated for" @GabGrowth on X 2025-07-18 15:41:52 UTC 14.4K followers, XXX engagements
"$CPNG 52-WEEK HIGH And in my opinion just getting started. Link below to my Coupang Article 👇" @GabGrowth on X 2025-07-15 15:45:38 UTC 14.4K followers, 2540 engagements
"$COIN likely has a shot at going for its $XXX ATH price this week. Above that and its anyones guess how high it goes" @GabGrowth on X 2025-07-14 03:51:15 UTC 14.4K followers, 4013 engagements
"CAGR since Inception: $AMZN: XXXX% $MELI: XXXX% $SE: XXXX% Elite E-Commerce Businesses" @GabGrowth on X 2025-07-16 12:07:51 UTC 14.4K followers, 2669 engagements
"@RLopesRibeiro My bull thesis was first formed in May/June last year way before rumours of a $GOTO acquisition surfaced. In my various theses I don't note $GOTO acquisition as a bull case too I think $GRAB dominates regardless and $GOTO is frankly a dead business walking" @GabGrowth on X 2025-07-18 09:51:41 UTC 14.4K followers, XXX engagements
"This is huge news for $CRCL $COIN if true" @GabGrowth on X 2025-07-10 08:33:44 UTC 14.4K followers, 3202 engagements
"10 STOCKS UNAFFECTED BY TARIFFS: 1) $MSFT Microsoft 2) $FICO Fair Isaac Corporation 3) $ICE Intercontinental Exchange 4) $SPGI S&P Global 5) $NFLX Netflix 6) $SPOT Spotify 7) $CRWD CrowdStrike 8) $CME CME Group 9) $DUOL Duolingo 10) $BKNG Booking Holdings" @GabGrowth on X 2025-04-21 13:55:41 UTC 14.4K followers, 4563 engagements
"@davey_juice Mostly alluding to guidance. With $ASML refusing to give guidance for 2025 would be a huge show of confidence if $TSM were to reiterate and even raise" @GabGrowth on X 2025-07-17 01:59:33 UTC 14.4K followers, XXX engagements
"On Cyclicality & Holding Periods (with regards to $HOOD & $COIN): My favourite holding period is forever. However that simply isnt possible with cyclical businesses. The traditional cyclical sectors include oil&gas homebuilders automobiles semiconductors etc However in recent times the most obviously cyclical industry has been cryptocurrencies. Two of my key holdings happen to fall into that category: $HOOD $COIN I believe both of these businesses are generational type businesses (yes I know that name gets thrown around way too easily but i truly believe they are). They have mission driven" @GabGrowth on X 2025-07-19 11:47:44 UTC 14.4K followers, 2758 engagements
"My conservative base case valuation for $DLO: Assumptions: - TPV growth: XX% XX% by 2030 - Take Rate: XXXX% XXXX% by 2030 - Op Margin: XX% XX% - X% Dilution XX% Tax - 20x PE on 2030 (Currently 23x) $DLO yields projected 5Y CAGR of XX% Stock is XX% undervalued at XX% discount rate. XX% of FCF returned via dividends. Strong opportunity imo" @GabGrowth on X 2025-07-15 11:02:20 UTC 14.4K followers, 7860 engagements
"7/ Why Now TSMC has emerged from its cyclical downturn and growth is inflecting. Revenue grew XX% in Q1 2025 Revenue is accelerating. This is a hyper-growth company trading at just XX PE. The reason for the undervaluation Cyclicality. The market believes this is temporary. I believe this is the new normal" @GabGrowth on X 2025-07-17 12:03:08 UTC 14.4K followers, XX engagements
"@Bigboyz_Deals @ddexterr_ Yep no thanks to Axie Infinity lol" @GabGrowth on X 2025-07-18 12:24:55 UTC 14.4K followers, XX engagements
"This quote from Pedro Arnt about his time at $MELI explains it imo: Because you dont have the kind of absolutely widespread digital adoption that you already have in the developed world you almost have a benefit when youre growing and scaling out your companies. I remember investors would always bitch at us and be like: Why arent you growing XXX% year on year youre only growing at 40%. And the answer was always the market isnt growing that fast. But on the other hand were not going to run out of expanding addressable market to paper over our mistakes in three years. We have a XX or XX year" @GabGrowth on X 2025-07-19 02:22:23 UTC 14.4K followers, XX engagements
"One of the litmus tests in deciding whether to invest in a business is the Snap Test: If the product ceased to exist overnight how badly would users scream Are you a nice to have or a must-have Stocks that PASS the snap test: $AAPL $AMZN $META $V $MA What else" @GabGrowth on X 2025-07-10 16:28:15 UTC 14.4K followers, 2490 engagements
"@BoringBiz_ BTCs narrative is much more easily understood. Digital Gold Store of Value Inflation Hedge Institutional Adoption. ETHs narrative of programmable money infrastructure layer for apps restaking interoperability is much harder for normies to get. Things may be changing tho" @GabGrowth on X 2025-07-19 04:46:07 UTC 14.4K followers, XXX engagements
"@JonahLupton I would argue their strength is not in monopoly power but being the embedded standard. I think $FICO will be fine it was telling that stock rebounded strongly despite yesterdays news" @GabGrowth on X 2025-07-09 05:37:03 UTC 14.4K followers, XXX engagements
"$GRAB Q2 earnings will likely see higher revenue growth for the deliveries segment but lower margins due to Shared Saver and GrabFood for One" @GabGrowth on X 2025-07-12 16:15:43 UTC 14.4K followers, 16.3K engagements
"Feels like if I do a deep dive on $GRAB now and explain my thesis it could exceed 20000 words. Pain" @GabGrowth on X 2025-07-17 00:54:30 UTC 14.4K followers, 28.2K engagements
"@fintegrate What are your thoughts on $PME at the current price Also any other ASX stocks you like" @GabGrowth on X 2025-06-17 12:59:08 UTC 14.4K followers, XXX engagements
"9/ $TSM is not just the worlds most important chipmaker. It is the key to modern computing and the backbone of the AI wave. For the reasons above Im invested" @GabGrowth on X 2025-07-17 12:03:12 UTC 14.4K followers, XXX engagements
"One of the more underrated segments of Grab is GrabAds. In Q4 2024 GrabAds grew XX% YoY and was pacing at an annualised $216M run-rate. Ads are a hugely profitable business and will be a crucial contributor to the bottom-line in the years to come" @GabGrowth on X 2025-06-03 12:12:51 UTC 14.4K followers, 15.6K engagements
"@johnny10gunz In the short term yes but if they dont find a value accretive way to spend it it becomes a waste of shareholder capital" @GabGrowth on X 2025-07-19 07:05:41 UTC 14.4K followers, XX engagements
"Wow Didnt realise Uber trades at $4400 today. It is now a $9.2T business 👀👀" @GabGrowth on X 2025-07-19 04:24:29 UTC 14.4K followers, 3229 engagements
"Really excited for earnings season. Will be watching these names particularly closely: $CPNG $HIMS $GRAB $DLO $HOOD $DUOL $OSCR $CAVA Any that stand out for yall" @GabGrowth on X 2025-07-17 15:05:36 UTC 14.4K followers, 3548 engagements
"Almost done with my $DLO deep dive. Took a lot more time than expected but I think its now a piece I feel confident will be helpful for both new and experienced investors. Should be out in the next 24-36 hours" @GabGrowth on X 2025-07-13 10:49:01 UTC 14.4K followers, 8015 engagements
"$TSM destroys EARNINGS again The Foundry that runs the World. $1T stock soon" @GabGrowth on X 2025-07-17 05:52:19 UTC 14.4K followers, 3391 engagements
"New Article just dropped BULLISH ON FAT FUCKS Enjoy the read link below 👇" @GabGrowth on X 2025-07-18 14:36:48 UTC 14.4K followers, 2784 engagements
"$DLO to report Q2 earnings on 13th August" @GabGrowth on X 2025-07-15 15:17:26 UTC 14.4K followers, 2348 engagements
"5/ Competitive Advantages TSMCs moat is deep and wide. More importantly it continues to expand. - Tech Lead: No one else is shipping 3nm chips at scale. Its closest rivals Intel and Samsung lag by years. - Customer Lock-In: Customers build chip designs tightly around TSMCs manufacturing specs. They are co-dependent and switching costs are high. - Capacity & Reliability: TSMC has always delivered high yield on-time and confidentially. This makes it the go-to fab" @GabGrowth on X 2025-07-17 12:03:06 UTC 14.4K followers, XX engagements
"@Slim20359096 @amitisinvesting Your concerns are valid if it were based in other parts of Asia however Singapore headquartered is as safe as it gets" @GabGrowth on X 2025-07-17 03:04:23 UTC 14.4K followers, XXX engagements
"Not arguing against that $ETH will have majority of the TVL. But $SOL beats it on DEX volumes which is remarkable considering it has a small fraction of the TVL. More use cases and activity is happening on $SOL and it shows in developer activity too. Would suggest listening to mert from lightspeed too (podcast) to understand the $SOL bull case" @GabGrowth on X 2025-07-18 01:39:14 UTC 14.4K followers, XX engagements
"$GRAB COO Alex Hungate just spoke at the Asia Economic Summit. He spoke extensively about $GRAB. Here are the X most important takeaways for investors: 🧵" @GabGrowth on X 2025-07-07 11:46:32 UTC 14.4K followers, 74.8K engagements
"Its true that the majority of my investments are in the US stock market. However many of the businesses I own are from outside the US: $SE Sea Limited (Singapore) $GRAB Grab Holdings (Singapore) $TSM Taiwan Semiconductor (Taiwan) $MELI Mercado Libre (Argentina) $CPNG Coupang (South Korea) Next on my list of potential stocks is: $DLO which hails from Uruguay Deep Dive coming" @GabGrowth on X 2025-07-04 12:51:49 UTC 14.4K followers, 17.2K engagements
"China is filled with food delivery platforms despite it being an inherently low margin business: Alibaba ByteDance Meituan JD DiDi I believe there are X reasons for that: (1) Food delivery is one of the keys to a SuperApp model: it brings users onto the platform cross-sells rides groceries hotels and more. (2) Building last-mile logistics becomes a moat that allows for expansion into various verticals that are much higher-margin without incremental investment. $GRAB owning XX% of the Food Delivery market in SEA is so overlooked. It gives them a moat that people only begin to realise years" @GabGrowth on X 2025-06-23 11:25:07 UTC 14.4K followers, 4193 engagements
"Just posted my dLocal deep dive While there are undoubtedly risks to the business I believe they are well priced in to the stock and I see a huge asymmetric risk/reward skew today at $XX. TPV is up 5.4x since IPO while stock is down 85%. Opportunity. 👇" @GabGrowth on X 2025-07-14 14:29:06 UTC 14.4K followers, 12.3K engagements
"I am long $SOL $COIN $BTC $ETHA in that order. The past few months have been a period of accumulation for me specifically $COIN $ETHA While prices have been at elevated levels compared to the trough in 2022 quite literally nobody in real life (family friends acquaintances) is talking about Crypto. I find that to be the strongest signal and one that I use often. My personal belief is that we are set up for a blow-off top in Q4 2025. Below is my cost basis & price target for each asset: $SOL: $XX - $XXX $COIN: $XXX - $XXX $BTC: Not important will hold throughout $ETHA: $XX - $XX * $SOL: already" @GabGrowth on X 2025-07-10 01:34:15 UTC 14.4K followers, 3724 engagements
"@riyadosofian $GRAB $SE $DLO for me $ZETA $LMND on the watchlist" @GabGrowth on X 2025-07-17 11:45:52 UTC 14.4K followers, XXX engagements
"4/ A Trusted Partner TSMC could very easily compete with its own customers but relents making it the neutral arms dealer of silicon. Every few years a new tech wave lifts the whole business to new heights. Smartphones - Data Centers - AI -" @GabGrowth on X 2025-07-17 12:03:05 UTC 14.4K followers, XX engagements
"$COIN App Store Rank at XXX today almost double digits" @GabGrowth on X 2025-07-17 09:02:59 UTC 14.4K followers, 2684 engagements
"@FrameworkWisely For network shares yes for store of value I highly doubt it. It is tough to be a store of value when the asset goes down XX% every few years. Stablecoins are the no brainer use case for store of value" @GabGrowth on X 2025-07-18 01:42:12 UTC 14.4K followers, XX engagements
"$GOTO investigated by Indonesian government over possible $610M graft case. Looks increasingly likely that $GRAB will stay clear of an acquisition. Im not sure what the consequences of this probe will be but its now unlikely that Danantara will be involved" @GabGrowth on X 2025-07-13 11:03:30 UTC 14.4K followers, 6126 engagements
"$CRCL is worth $30B now. $COIN takes XX% of whatever profit $CRCL makes without the costs what is that worth In 2024: that amounted to $908M. That is straight profit to the bottom-line. $COIN market cap: $60B" @GabGrowth on X 2025-06-16 14:20:03 UTC 14.4K followers, 14.4K engagements
"$FICO down XX% today as Fannie and Freddie allow use of VantageScore. My buy level is $1300" @GabGrowth on X 2025-07-08 16:01:03 UTC 14.4K followers, 3706 engagements
"1/ $TSM When people think of chips they think Nvidia Intel or AMD perhaps even Apple. But quietly TSMC is the SINGLE most important company in global computing. From iPhones to Data Centers to AI Clusters the digital era runs on silicon crafted by TSMC" @GabGrowth on X 2025-07-17 12:02:58 UTC 14.4K followers, XX engagements
"$COIN App Store Rank in the past month: From #450 to #123 still a while away from reaching its cycle peak of #9" @GabGrowth on X 2025-07-13 03:40:39 UTC 14.4K followers, 2673 engagements
"$GRAB Broke out of the X month long resistance perhaps we're ready to go higher from here Earnings in X weeks (30th July)" @GabGrowth on X 2025-07-18 09:28:21 UTC 14.4K followers, 14.1K engagements