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# ![@GabGrowth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1030436381779156993.png) @GabGrowth Gab

Gab posts on X about $se, $meli, $grab, $dlo the most. They currently have XXXXXX followers and 1003 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1030436381779156993/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:interactions.svg)

- X Week XXXXXXX +85%
- X Month XXXXXXXXX +86%
- X Months XXXXXXXXX +67%
- X Year XXXXXXXXX +9,814%

### Mentions: XX [#](/creator/twitter::1030436381779156993/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:posts_active.svg)

- X Week XXX +6.80%
- X Month XXX +21%
- X Months XXXXX +17%
- X Year XXXXX +741%

### Followers: XXXXXX [#](/creator/twitter::1030436381779156993/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:followers.svg)

- X Week XXXXXX +1.20%
- X Month XXXXXX +8.60%
- X Months XXXXXX +50%
- X Year XXXXXX +391%

### CreatorRank: XXXXXXX [#](/creator/twitter::1030436381779156993/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1030436381779156993/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1030436381779156993/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [countries](/list/countries)  XXX% [technology brands](/list/technology-brands)  XXX% [travel destinations](/list/travel-destinations)  XXX% [automotive brands](/list/automotive-brands)  XXX%

**Social topic influence**
[$se](/topic/$se) #5, [$meli](/topic/$meli) #9, [$grab](/topic/$grab) #25, [$dlo](/topic/$dlo) #20, [stocks](/topic/stocks) #3592, [$intr](/topic/$intr) #3, [$nu](/topic/$nu) #16, [dip](/topic/dip) #647, [$glxy](/topic/$glxy) 0.4%, [deep dive](/topic/deep-dive) #834

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@davey_juice](/creator/undefined) [@daveyjuice](/creator/undefined) [@nebhol89](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@tacticzh](/creator/undefined) [@frameworkwisely](/creator/undefined) [@fintegrate](/creator/undefined) [@riyadosofian](/creator/undefined) [@sachivm99](/creator/undefined) [@sheslee](/creator/undefined) [@knightcharo](/creator/undefined) [@samsolid57](/creator/undefined) [@hypertechinvest](/creator/undefined) [@zkpercipio](/creator/undefined) [@o_bhaina](/creator/undefined) [@topieero](/creator/undefined) [@cdduagusc](/creator/undefined) [@ozymandiasricky](/creator/undefined)

**Top assets mentioned**
[Sea Limited (SE)](/topic/$se) [MercadoLibre Inc (MELI)](/topic/$meli) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Interlay (INTR)](/topic/$intr) [NuCypher (NU)](/topic/$nu) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [GameStop, Corp. (GME)](/topic/$gme) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Global-E Online Ltd. Ordinary Shares (GLBE)](/topic/$glbe) [Block, Inc. (XYZ)](/topic/$xyz) [Crocs, Inc. (CROX)](/topic/$crox) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Wing Finance (WING)](/topic/$wing) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Sweetgreen, Inc. (SG)](/topic/$sg) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Ethereum (ETH)](/topic/$eth) [CME Group Inc (CME)](/topic/$cme) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Msci Inc (MSCI)](/topic/$msci) [Effect.AI (EFX)](/topic/$efx) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Quantum Computing Inc. Common (QUBT)](/topic/$qubt) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb)
### Top Social Posts [#](/creator/twitter::1030436381779156993/posts)
---
Top posts by engagements in the last XX hours

"Trumps post was not the reason it was the excuse"  
[X Link](https://x.com/GabGrowth/status/1977013755746959494) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T14:09Z 18.3K followers, 13.4K engagements


"$DLO has had a TON of developments in 2025. Let's break it down 👇 XX Partnerships: X. AZA Finance X. Coda Payments X. Belmoney X. Temu X. Airtel for Google Play X. Cloudbeds X. 51Talk X. PayPal X. Panda Remit XX. Juspay XX. BVNK XX. RizRemit XX. Tiendamia XX. Digit9 / LuLu Financial Holdings XX. Bolt XX. Capitec Pay XX. Fireblocks XX. XanderPay XX. Western Union X Licenses (Regulatory Expansion): X. UK Authorised Payment Institution License X. New Licenses in UAE Trkiye and the Philippines X Acquisition: X. AZA Finance ALL of this in just XX months incredible execution by Pedro and his team."  
[X Link](https://x.com/GabGrowth/status/1978079316593570277) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:43Z 18.3K followers, 21.1K engagements


"Sydney Sweeneys fathers daughter btw"  
[X Link](https://x.com/GabGrowth/status/1977058747995594862) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T17:08Z 18.3K followers, 7433 engagements


"$HIMS I quite like the business but this is such a terrible look"  
[X Link](https://x.com/GabGrowth/status/1978642799273840942) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T02:02Z 18.3K followers, 209.6K engagements


"Just published my latest article: $SE and $MELI are down XX% and XX% from ATHs respectively. Is this a dip worth buying or is it a trap I discuss fundamentals valuation and technicals"  
[X Link](https://x.com/GabGrowth/status/1978756317050265721) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T09:34Z 18.3K followers, 13.9K engagements


"Ive been seeing people worry about $MELI getting hit by political instability in Argentina and competitive pressure from Temu/Shopee/Amazon. Heres why Im not worried: $MELI thrives in chaos. This is a business that has survived countless crises since the late 1990s from hyperinflation and currency controls to debt defaults and political swings. It was founded in 1999 right before Argentina's 2001 debt default and currency collapse. It survived the 2008 financial crisis Brazil's 2015-16 recession and Argentina's repeated bouts of hyperinflation and capital controls. The stock has seen 30%"  
[X Link](https://x.com/GabGrowth/status/1978833419036733936) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T14:40Z 18.3K followers, 32.9K engagements


"$HIMS The CEO literally executes a planned sale the day after 🤣 Wonder how the bulls are going to defend it this time"  
[X Link](https://x.com/GabGrowth/status/1978972029509374168) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T23:51Z 18.3K followers, 50.9K engagements


"JUST IN: $GRAB is expanding its in-house mapping technology outside of SEA for the first time. Grab will be mapping out Mongolia and sees this as a new revenue driver for the business. It is also in talks with firms globally including in the Middle East"  
[X Link](https://x.com/GabGrowth/status/1973656599865729196) [@GabGrowth](/creator/x/GabGrowth) 2025-10-02T07:49Z 18.2K followers, 10.7K engagements


"@EXP_Philosopher @davey_juice No thoughts never tried it before not available in Singapore. You like it"  
[X Link](https://x.com/GabGrowth/status/1974548101064266187) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T18:52Z 18.3K followers, XXX engagements


"ICYMI a weekend read for some of you: I shared about my thesis for investing in Emerging Markets. If youre invested/interested in $GRAB $SE $MELI $NU $INTR $GLBE $DLO You might want to give it a read 👇"  
[X Link](https://x.com/GabGrowth/status/1975037056385704443) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T03:15Z 18.2K followers, 4573 engagements


"Published my $GLXY research for paid subs about X weeks ago and laid out my full thesis. Stock is up XX% since. Though tbf very little of that move has come from the core drivers I discussed. I believe there is still tons of upside with its data center business acting as a call option. Will link my deep dive below if youre interested"  
[X Link](https://x.com/GabGrowth/status/1975514600440213881) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T10:52Z 18.2K followers, 8280 engagements


"My favourite furu is long $GLXY too Know this"  
[X Link](https://x.com/GabGrowth/status/1975551073340518720) [@GabGrowth](/creator/x/GabGrowth) 2025-10-07T13:17Z 18.2K followers, 13.5K engagements


"One of the stocks ive long wanted to cover (largely for selfish reasons) is $MANU. Yes unfortunately I am a fan Any football (soccer) or even sports fans that would be interested in something like this I intend to make the deep dive entirely free"  
[X Link](https://x.com/GabGrowth/status/1976290290198573382) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:14Z 18.2K followers, 21.7K engagements


"$GLXY announcement + earnings date 👇"  
[X Link](https://x.com/GabGrowth/status/1976742478079287715) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T20:11Z 18.2K followers, 4385 engagements


"Those businesses are not comparable in quality imo. $MELI is well deserving of a higher multiple because of consistent proven execution over XXX decades. $XYZ on the other hand I would bet on winners to continue winning over a loser turning into a winner. Not saying I dislike $XYZ though just my thoughts if I had to choose between both"  
[X Link](https://x.com/GabGrowth/status/1977287524927025338) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:17Z 18.2K followers, XXX engagements


"$GRAB with a pretty strong close today +5.3% Still waiting for that stage X breakout"  
[X Link](https://x.com/GabGrowth/status/1938732284930338831) [@GabGrowth](/creator/x/GabGrowth) 2025-06-27T22:52Z 18.3K followers, 11.2K engagements


"$CROX is the prime example of how important management is to a business. Crocs despite what critics say has not been a fad. It has thrived for over X decades. Yet the acquisition of HeyDude was so disastrous that the market no longer trusts the management team. The market is quite literally actively discounting the name because they believe management wont utilise capital in a shareholder friendly manner"  
[X Link](https://x.com/GabGrowth/status/1958863515328160012) [@GabGrowth](/creator/x/GabGrowth) 2025-08-22T12:07Z 18.3K followers, 3286 engagements


"Congratulations to all $SE holders New 52-week highs and now a 5x from the 2023 lows. And still down XX% from ATHs. Higher"  
[X Link](https://x.com/GabGrowth/status/1959052236610576905) [@GabGrowth](/creator/x/GabGrowth) 2025-08-23T00:37Z 18.3K followers, 4647 engagements


"$GOTO Gojek co-founder Nadiem Makarim named as suspect in Indonesias laptop graft case. Since May Indonesian authorities have been investigating alleged corruption in the Education Ministrys procurement of XXX million Chromebook laptops valued at about $XXX million"  
[X Link](https://x.com/GabGrowth/status/1963553911589294567) [@GabGrowth](/creator/x/GabGrowth) 2025-09-04T10:45Z 18.3K followers, 2562 engagements


"Notable that while most are focused on $ARKK which is still nearly XX% below ATHs $ARKQ has just surpassed ATHs. I think the leader to watch this time around is $ARKQ and it makes sense considering it is the Autonomous Tech & Robotics ETF"  
[X Link](https://x.com/GabGrowth/status/1970278503628316778) [@GabGrowth](/creator/x/GabGrowth) 2025-09-23T00:06Z 18.3K followers, 7574 engagements


"Just published my latest article ✍📝 The Case for Investing in Emerging Markets XX% of my portfolio is positioned in EM stocks such as $SE $GRAB $DLO $MELI so this is truly my personal thesis. Have a read below👇"  
[X Link](https://x.com/GabGrowth/status/1971220491051696352) [@GabGrowth](/creator/x/GabGrowth) 2025-09-25T14:29Z 18.3K followers, 12.6K engagements


"If youre invested or have any interest investing in: $GRAB $SE $MELI $DLO $NU $INTR etc I think you should definitely give this a read. EM stocks are still at relatively fair valuations IMO despite many seeing triple digit returns over the past XX months"  
[X Link](https://x.com/GabGrowth/status/1971564002745696394) [@GabGrowth](/creator/x/GabGrowth) 2025-09-26T13:14Z 18.3K followers, 7363 engagements


"$WING down XX% in the past year Anyone tempted"  
[X Link](https://x.com/GabGrowth/status/1974531401459572765) [@GabGrowth](/creator/x/GabGrowth) 2025-10-04T17:45Z 18.3K followers, 4976 engagements


"$GRAB +4% today 👀 X cents from 52-week highs"  
[X Link](https://x.com/GabGrowth/status/1975266252433334769) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T18:25Z 18.3K followers, 7863 engagements


"My response to $TSLAQ"  
[X Link](https://x.com/GabGrowth/status/1976288257425145879) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T14:06Z 18.3K followers, 2187 engagements


"It seems Nicolai Tangen is doing the rounds in Singapore. He last interviewed the CEO of Temasek Singapores state owned investment company that has $400B+ in assets. Are we going to see a $GRAB Anthony Tan interview next 👀"  
[X Link](https://x.com/GabGrowth/status/1978336925812429009) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T05:47Z 18.3K followers, 8490 engagements


"@Sammy18021998 Check out my deep dive on it and search $SE on my profile I have tons of posts on it"  
[X Link](https://x.com/GabGrowth/status/1978624346747728123) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:49Z 18.3K followers, 1256 engagements


"@davey_juice Agree with you $AXON has been a dream stock for me to own for awhile now. Hoping it can get to more reasonable valuations for an entry"  
[X Link](https://x.com/GabGrowth/status/1978628408113348611) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T01:05Z 18.3K followers, XXX engagements


"$SE had a similar drop in the X weeks leading up to its Q2 earnings ($168-$146) Earnings day - +19% Erasing all the losses in one day"  
[X Link](https://x.com/GabGrowth/status/1978639860278911249) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T01:51Z 18.3K followers, 4674 engagements


"@PlatinumCircle_ @SivsPicks 🤣 gaslighting at its best"  
[X Link](https://x.com/GabGrowth/status/1979035219245097323) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:02Z 18.3K followers, XX engagements


"@fintegrate Do you employ any hedging strategies or raise cash"  
[X Link](https://x.com/GabGrowth/status/1979157828678869321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:09Z 18.3K followers, XXX engagements


"$GRAB X DOLLARS Weve gotten over the hurdle finally. I think many have probably given up along this journey with the way the stock has traded. My thesis has always been steady compounding north of XX% per year for a decade or more. Every quarter that passes Grab gets embedded deeper into the habits of each and every SEA consumer. Meanwhile its rivals weaken and face diseconomies of scale. The first decade for Grab was about securing market share and dominance. The next will be about leveraging its dominance for profits. As Ive said previously Mobility and Deliveries are the trojan horses."  
[X Link](https://x.com/GabGrowth/status/1966617164284391659) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T21:37Z 18.3K followers, 29.2K engagements


"@giggspyt @EXP_Philosopher @davey_juice Was talking about $SG Sweetgreen"  
[X Link](https://x.com/GabGrowth/status/1975912445282808145) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T13:13Z 18.3K followers, XXX engagements


"What is your favourite MAG7 stock today and why"  
[X Link](https://x.com/GabGrowth/status/1978504261588627913) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T16:52Z 18.3K followers, 2916 engagements


"Rough day for X of my largest positions $SE and $MELI $SE -X% $MELI -X% Dont see any fundamental news coming through about the businesses yet though maybe someone has heard something. Will likely be adding to my position"  
[X Link](https://x.com/GabGrowth/status/1978623933575282944) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T00:48Z 18.3K followers, 13.8K engagements


"$TSM Strong Print A few highlights from Q3 earnings: - High performance AI chips accounted for XX% of revenue this quarter nearly 2x that of smartphones - Plans to acquire a 2nd major US Arizona site to accelerate capacity. - Management commentary: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies". - Management commentary: "Moving into Q4 XX we expect our business to be supported by continued strong demand for our leading-edge process technologies. We continue to observe robust AI-related demand throughout 2025.""  
[X Link](https://x.com/GabGrowth/status/1978713290357506221) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T06:43Z 18.3K followers, 6075 engagements


"Just posted my earnings review on $SE I cover: - Revenue Acceleration - Shopee's New Initiatives - Monee's XX% Growth () - Management Commentary Link below and in bio as usual"  
[X Link](https://x.com/GabGrowth/status/1955661635932365295) [@GabGrowth](/creator/x/GabGrowth) 2025-08-13T16:04Z 18.3K followers, 9455 engagements


"$DLO dLocal has partnered with Western Union to enable digital payment methods on its online platforms across LatAm. Another partnership in the bag which drives the flywheel effect"  
[X Link](https://x.com/GabGrowth/status/1965392918858137647) [@GabGrowth](/creator/x/GabGrowth) 2025-09-09T12:32Z 18.3K followers, 3707 engagements


"My last X deep dives: $RBRK $INTR $GLXY $CHA $DL What do you want to see next"  
[X Link](https://x.com/GabGrowth/status/1970446878157529211) [@GabGrowth](/creator/x/GabGrowth) 2025-09-23T11:15Z 18.3K followers, 11.1K engagements


"SEAs funding landscape has collapsed. As ive said before I believe the winners are already in the market. $SE $GRAB"  
[X Link](https://x.com/GabGrowth/status/1976247310838563041) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T11:24Z 18.3K followers, 21.9K engagements


"It seems there are many fellow sufferers that are in the same boat as me I think a deep dive is in order"  
[X Link](https://x.com/GabGrowth/status/1976342499330490609) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:42Z 18.3K followers, 4293 engagements


"@StockMarketNerd XX% more if you consider $GRAB a cash position (from the way it trades 🤣)"  
[X Link](https://x.com/GabGrowth/status/1976345077996978601) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T17:52Z 18.3K followers, 3393 engagements


"@samsolid57 @meetblossomapp Unfortunately $GRAB doesnt operate in those regions yet and I dont expect they will"  
[X Link](https://x.com/GabGrowth/status/1977009826321641762) [@GabGrowth](/creator/x/GabGrowth) 2025-10-11T13:54Z 18.3K followers, XXX engagements


"Great overview of $SE Founder and CEO Forrest Lis recent interview 👇"  
[X Link](https://x.com/GabGrowth/status/1978744305176007021) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T08:46Z 18.3K followers, 5069 engagements


"@samsolid57 XXX% Lots of opportunities yet in the market for those willing to look"  
[X Link](https://x.com/GabGrowth/status/1979047521151324558) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:51Z 18.3K followers, XXX engagements


"Which stocks interest you at this level and you intend to purchase soon Ill start: $DLO"  
[X Link](https://x.com/GabGrowth/status/1967947759484539017) [@GabGrowth](/creator/x/GabGrowth) 2025-09-16T13:44Z 18.3K followers, 10.4K engagements


"Not saying this to incite FOMO on any stock but in bull markets stocks that get a narrative change can go much higher than most expect. The best recent example for me was $HOOD. I bought into the stock at $X in 2023 with a contrarian view on the business while the general market hated it due to the payment for order flow saga over $GME. I had a long-term view on the business (and still do) and believed $XX was a good 2-3 year target to aim for and returns wouldve been incredibly good at that level Less than a year later it hit that number. I continued to hold as the business was doing great"  
[X Link](https://x.com/GabGrowth/status/1969206114333180311) [@GabGrowth](/creator/x/GabGrowth) 2025-09-20T01:04Z 18.3K followers, 31.8K engagements


"Im probably biased but I genuinely believe $MELI and $DLO are the clearest opportunities in the market today. Next week might make it even clearer"  
[X Link](https://x.com/GabGrowth/status/1977288525570793727) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T08:21Z 18.3K followers, 15.9K engagements


"Interesting to note that $ETH has rebounded fastest relative to the drawdown on Friday among the majors. Bodes well for $BMNR"  
[X Link](https://x.com/GabGrowth/status/1977425708361146663) [@GabGrowth](/creator/x/GabGrowth) 2025-10-12T17:26Z 18.3K followers, 3363 engagements


"I agree. My latest deep dive was on $INTR and I liked the valuation managements honesty and conservatism and the accelerating top-line. But very difficult to fight against someone like $NU that is the top dog and first mover. Still think it does well returns wise but hard to justify it being a 5+year investment"  
[X Link](https://x.com/GabGrowth/status/1968856418183954496) [@GabGrowth](/creator/x/GabGrowth) 2025-09-19T01:55Z 18.3K followers, XXX engagements


"Rank these X EM stocks from most to least attractive to own today: $DLO $GRAB $INTR $MELI $NU $SE (This is not my ranking)"  
[X Link](https://x.com/GabGrowth/status/1973005878166159361) [@GabGrowth](/creator/x/GabGrowth) 2025-09-30T12:43Z 18.3K followers, 12.5K engagements


"Just posted my latest Deep Dive: $INTR It is a family-owned and operated Brazilian Neobank competing with the likes of $NU. Trades at 15x PE growing top-line at XX% with one of the most conservative credit approaches I've come across. Enjoy the read 👇"  
[X Link](https://x.com/GabGrowth/status/1966503000886693985) [@GabGrowth](/creator/x/GabGrowth) 2025-09-12T14:03Z 18.3K followers, 14.4K engagements


"My latest deep dive is on Inter&Co $INTR It is a $4B Brazilian Neobank rivalling $NU with 40M users a XX% active user ratio and XX% ROE. Despite the stock being up over XXX% YTD it trades at just 15x PE and growing XX% YoY"  
[X Link](https://x.com/GabGrowth/status/1967214195554017791) [@GabGrowth](/creator/x/GabGrowth) 2025-09-14T13:09Z 18.3K followers, 8857 engagements


"The thesis for many of my holdings are not rate of growth but duration of growth. The real power lies in compounding owning businesses that can consistently deliver double-digit growth over decades. Those are the kinds of companies worth holding onto"  
[X Link](https://x.com/GabGrowth/status/1969918135605313946) [@GabGrowth](/creator/x/GabGrowth) 2025-09-22T00:14Z 18.3K followers, 12.7K engagements


"Pretty crazy to think that $FICO drew down XX% In hindsight it was a generational dip buying opportunity"  
[X Link](https://x.com/GabGrowth/status/1973993891612201135) [@GabGrowth](/creator/x/GabGrowth) 2025-10-03T06:09Z 18.3K followers, 3773 engagements


"Added to $MELI again today in the $2100s. This is a steal imo"  
[X Link](https://x.com/GabGrowth/status/1975220817203253309) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T15:25Z 18.3K followers, 7115 engagements


"The nothing ever happens trade is something im very keen to take this year: $FICO $MCO $SPGI $MSCI $CME $EFX All quality compounders with monopoly/oligopoly power in their respective niches"  
[X Link](https://x.com/GabGrowth/status/1975255112223252627) [@GabGrowth](/creator/x/GabGrowth) 2025-10-06T17:41Z 18.3K followers, 5080 engagements


"In the past month weve seen multiple companies doing ATM offerings: $JOBY $ASTS $CRDO $QUBT $RKLB This is very reminiscent of 2021 where many growth and speculative companies also turned to ATM offerings for capital: $SE $NIO $GME $MSTR $SPCE ATM programs are typically a sign of X things. X. Management seeing elevated share prices as an opportunity to raise cheap capital. X. A market environment thats highly receptive to speculative growth narratives. When liquidity is abundant and investor sentiment is euphoric some companies rush to tap the market. They do this not because they need the"  
[X Link](https://x.com/GabGrowth/status/1975877892958523844) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T10:56Z 18.3K followers, 17.8K engagements


"@amitisinvesting Damn shots fired"  
[X Link](https://x.com/GabGrowth/status/1975899847757807679) [@GabGrowth](/creator/x/GabGrowth) 2025-10-08T12:23Z 18.3K followers, 32.4K engagements


"$SE Monee is incredibly underrated. Its growth and execution speaks for itself especially when compared to $GRAB's Fin services segment that still has plenty of catching up to do"  
[X Link](https://x.com/GabGrowth/status/1976362613308330321) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:02Z 18.3K followers, 7177 engagements


"$MELI The dip was fun while it lasted Now my 2nd largest position after my recent adds"  
[X Link](https://x.com/GabGrowth/status/1976372888363299033) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T19:43Z 18.3K followers, 14.5K engagements


"This is likely the reason for the $DLO & $MELI pop today"  
[X Link](https://x.com/GabGrowth/status/1976379100433613122) [@GabGrowth](/creator/x/GabGrowth) 2025-10-09T20:07Z 18.3K followers, 6107 engagements


"$MELI gave it all up 🤣 Another bite at the cherry"  
[X Link](https://x.com/GabGrowth/status/1976656748972036582) [@GabGrowth](/creator/x/GabGrowth) 2025-10-10T14:31Z 18.3K followers, 7920 engagements


"First sensible thing Pulte has said re $FICO"  
[X Link](https://x.com/GabGrowth/status/1977798291137155431) [@GabGrowth](/creator/x/GabGrowth) 2025-10-13T18:07Z 18.3K followers, 5870 engagements


"OFFICIAL: $GRAB will be announcing its Q3 earnings on November 3rd after the market close"  
[X Link](https://x.com/GabGrowth/status/1978081178469929319) [@GabGrowth](/creator/x/GabGrowth) 2025-10-14T12:51Z 18.3K followers, 28.1K engagements


"$SE Forrest Li Interview Hes been interviewed by the CEO of the Norwegian Sovereign Wealth Fund Nicolai Tangen. I will be sharing my thoughts after listening to it. Long-time $SE followers will know it is incredibly rare to see a Forrest Li interview this is a MUST watch"  
[X Link](https://x.com/GabGrowth/status/1978332555729318254) [@GabGrowth](/creator/x/GabGrowth) 2025-10-15T05:30Z 18.3K followers, 21K engagements


"SEA E-Commerce is alive and kicking. +78.7% YoY 🤯 For context this is the largest logistics business in SEA. $SE's SPX logistics is the 2nd largest"  
[X Link](https://x.com/GabGrowth/status/1978789190008750523) [@GabGrowth](/creator/x/GabGrowth) 2025-10-16T11:44Z 18.3K followers, 9811 engagements


"$SE Nothing has changed. $SE is still headed to $1T. Patience"  
[X Link](https://x.com/GabGrowth/status/1979001812742025623) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T01:49Z 18.3K followers, 6074 engagements


"Malaysias GDP grew XXX% in Q3 2025 an acceleration over last Qs XXX% growth. The services sector grew XXX% in 3Q25 driven by trade transport and food and accommodation"  
[X Link](https://x.com/GabGrowth/status/1979042801493983344) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T04:32Z 18.3K followers, 3388 engagements


"$SE Im buying heavy soon. Patience. If it comes it comes"  
[X Link](https://x.com/GabGrowth/status/1979158540297343030) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:12Z 18.3K followers, 5925 engagements


"$MELI Free money here Ill pick it up"  
[X Link](https://x.com/GabGrowth/status/1979161046775374322) [@GabGrowth](/creator/x/GabGrowth) 2025-10-17T12:22Z 18.3K followers, 11.7K engagements


"Ultimately my view on $SE and $MELI is that the narratives behind this stock fall are excuses not the true reason. Stocks that compound returns at XX% p.a. also tend to see huge volatility often for no reason. It is the price to pay for high returns. Each of them has seen multiple large drawdowns in their history: $SE XX% drawdown X times in X years $MELI XX% drawdown X times in XX years Theyve both just had record quarters accelerating top-lines and bottom-line (in $SE's case). This is simply another opportunity to add"  
[X Link](https://x.com/GabGrowth/status/1979549060186202611) [@GabGrowth](/creator/x/GabGrowth) 2025-10-18T14:04Z 18.3K followers, 7278 engagements


"I think most critics say that about the e-commerce business (Shopee) so ill address that. Id say to look at the competitive history of the business. It went from a nobody in 2015 going against regional leaders like Lazada (first backed by Rocket Internet then $BABA) Tokopedia Bukalapak Qoo10 Absolutely destroying the competition by gaining market share in every single consecutive year reaching XX% market share as of 2024. It now has the 2nd largest logistics business in SEA (1st is a pure play logistics player that supplies TikTok Lazada etc) that is proprietary to them. (Logistics moat is"  
[X Link](https://x.com/GabGrowth/status/1979552106727215459) [@GabGrowth](/creator/x/GabGrowth) 2025-10-18T14:16Z 18.3K followers, XXX engagements