Sea. Every tracked FinTwit mention of $SE, newest first. 44 mentions since the first on Aug 11, 2025. See the price chart.
June 2026 · 3 mentions
Jun 5
Daave “3 and 30” Tepper — @L_research_ yeah but credit extension for growth is fine if it's performing ok. $se looks ok w some cracks.
$meli is a bit... spicy. and let's be honest. latin america has a cu…↗
Jun 5
Daave “3 and 30” Tepper — $cpng $se $meli pulse update
Dead
Still so trashy
Charts are just broken, still overvalued and all simply too much competition
I nibbled while back - actually a big one - and…↗
Jun 3
Shay Boloor — $META launched Business Agent across WhatsApp, Instagram and Messenger with more than 1M businesses already using the product.
Meta is also rolling out an enterprise platform with…↗
May 2026 · 5 mentions
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 12
The Future Investors — 𝗦𝗲𝗮 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SE
EPS: $0.70 vs $0.77 est. ❌
Revenue: $7.10B vs $6.40B est. ✅
- Shopee: Q1 GMV reached US$37.3B (+30.2% YoY), with gross ord…↗
The Future Investors — You have $100,000 to invest 💰
Two platforms dominating emerging markets are on the table — but you can only choose one for the next 5 years $MELI $SE
Which do you pick, and why?…↗
March 2026 · 4 mentions
Mar 25
The Future Investors — Meta is turning Facebook and Instagram into shopping platforms 👤🤖
AI adds one-tap checkout and keeps users inside the app.
Powered by affiliate partnerships with Amazon, Mercad…↗
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 26
Fred Liu — Happy to share our Q4 2025 letter. Especially at a time when the future of internet and software business models are being questioned.
In it, we offer our take on:
- The "AI…↗
Feb 20
Fred Liu — Key Take-Aways from @ballmatthew 's State of Video Games Report:
1. In-App Advertising 2x'd in last 5 years $APP
2. Mobile in-app ads is almost as big as PC & Console Spend combin…↗
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 18
Fred Liu — #Southeast Asia Logistics
Where there used to be dozens of players, now there's just two that matter - Shopee Express, and J&T (>60% combined market share).
In a high fixed cost…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
December 2025 · 5 mentions
Dec 29
Daave “3 and 30” Tepper — $cpng $meli and $se look fully priced...
especially next to $amzn...
incremental revenue growth is at a high cost, and with increasing competition... increasing from each other…↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
Dec 9
Daave “3 and 30” Tepper — $meli and $se by far the most crowded hedge fund tech names
was cool to hear some cool, original tech ideas outside the u.s.
that was a decade ago, still “cheap”
classic hedge f…↗
The Future Investors — @GabGrowth Is $SE your favourite? 👀👇
https://t.co/NBhTLttCih↗
Nov 29
The Future Investors — Four growth stocks that are way off their 2025 all-time highs:
$SE -30%
$AXON -39%
$HIMS -46%
$DUOL -65%
Which is your favorite growth pick? ✨
Choose your fighter 🚀🥊 https://t.…↗
Nov 27
The Future Investors — $SE Across every Southeast Asian market, Shopee is the dominant e-commerce leader 💪 But TikTok Shop is rapidly gaining share 🚀
Who will dominate in the coming years? https://t.c…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…
October 2025 · 3 mentions
Oct 21
Fred Liu — Forrest's latest memo echoes his recent podcast interview - belief that the AI platform-shift has created a window of opportunity.
For Sea Ltd $SE to be a $1TN company, if they pl…↗
Oct 21
The Future Investors — $SE In a memo marking the 8th anniversary of Sea’s public listing, founder Forrest Li told employees that a $1 trillion valuation is within reach if the company fully leverages AI…↗
Oct 15
The Future Investors — $SE Forrest Li, founder of Sea, shares how he built Southeast Asia’s biggest tech empire — from gaming to e-commerce and fintech.
Tune in to the podcast 🎙️👇
https://t.co/LwRFKD…↗
August 2025 · 1 mention
Aug 11
Fred Liu — Shopee's SPX Express reminds me of $PDD's community group buy pick-up point locations. $SE
"They are a familiar sight in Singapore. The retired “uncle” in flip-flops, slinging par…↗
— The key earnings reports I'm watching next week:
Monday:
$ASTS AST SpaceMobile
$HIMS Hims & Hers
$PLUG Plug Power
$RGTI Rigetti Computing
$ACHR Archer Aviation Inc
$CLSK Cleans S…
The Future Investors — Next week: more big earnings are on the calendar 📅🚀
Monday: $HIMS, $ASTS
Tuesday: $SE, $OKLO
Wednesday: $NBIS, $BABA
Thursday: $NU
Which one are you watching most closely? 👀 h…↗
— Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…
— $SE $GOOGL Google and Sea Ltd have partnered to build AI tools for e-commerce and gaming, including an agentic shopping prototype on Shopee 🤝 🤖
The collaboration expands AI into…
Fred Liu — Just hammering this home. For simplicity's sake, let's use round numbers for 2025:
1) J&T Order Volume Grows: 75% y/y
2) Tiktok & Other Customers Grows: 40% y/y
3) J&T Grows Mark…↗
Feb 5
Fred Liu — From J&T's 4Q25 call. They called out 1) winning share from competitors and 2) non-platform parcels growing (i.e. not from Shopee or TTS).
So perhaps J&T's strong volume…↗
Feb 5
Fred Liu — @TrigramPartners That's possible. All international ecom stocks have traded down the last few months. CPNG, MELI, etc.
But at $107, $SE is trading at 7x 2028 EV/EBITDA, with 30%…↗
Feb 5
Fred Liu — $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 heavil…↗
Feb 4
Daave “3 and 30” Tepper — put 14 point of cash to work in $se and $cpng at eod
regret it already
hate providing liquidity to shitty hedge funds↗
Feb 3
Daave “3 and 30” Tepper — ok i'm ready to get in the ultimate crowded hf trade
$se $cpng $meli
just need to know who to:
marry ?
kiss ?↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
The Future Investors — $SE Sea Limited just announced a $1 billion share buyback program.
The company says the move reflects its confidence in the future and gives it flexibility to repurchase shares whe…↗
Nov 11
The Future Investors — 𝗦𝗲𝗮 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SE
EPS: $0.59 vs $0.72 est. ❌
Revenue: $5.99B vs $5.63B est. ✅
- Shopee hit another record GMV in Q3 (+28% YoY) with profitab…↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 8
The Future Investors — After a volatile week, here’s what’s coming up next in earnings 📊
Monday: $CRWV, $ASTS, $B
Tuesday: $NBIS, $SE
Thursday: $DIS, $NU
Which earnings are you most excited for next w…↗