$SE — FinTwit mentions on Surfaced

$SE — FinTwit mentions on Surfaced

Recent mentions

44 mentions

@institlpgpJun 5, 2026 · 3:07 PM

@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 culture of default and non-payment. it's not endogenous to the people, but it's their history.

@institlpgpJun 5, 2026 · 10:58 AM

$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 got out slightly up almost immediately Stench still on my boot

@stocksavvyshayJun 3, 2026 · 1:50 PM

$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 $SHOP and $SE Shopee integrations with paid plans expected in coming months. https://t.co/pgobdlQgSC

@amitisinvestingMay 25, 2026 · 8:35 PM

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 growing earnings but getting zero love from the market due to the sector they are in. I really do wonder if we will look back in a few years and see these as incredible opportunities OR if the liquidity around SpaceX, OpenAI, Anthropic and many of the "picks and shovels" of AI lead to these names being stuck for years. Not an easy time to have them in the portfolio, but it also may be worth looking at beaten up names if you can practice delaying gratification and buying incredible companies when they are hated the most IF those companies are not giving you a thesis-breaking reason to explain why they are down YTD but rather being influenced by a macro/thematic reason. Here's 10 names that may be worth a second look and if there is interest, I can create another article with a different 10 names. $RDDT $SOFI $SE $META $MSFT $GRAB $SHOP $CHTR $APP $NOW Substack linked below to read ⬇️

@ftr_investorsMay 13, 2026 · 5:47 PM

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% $MSFT | Microsoft: -27% $SPGI | S&P Global: -30% $NU | Nu Holdings: -32% $BKNG | Booking: -33% $NFLX | Netflix: -34% $APP | AppLovin: -38% $RMS | Hermès: -39% $MELI | MercadoLibre: -42% $CRM | Salesforce: -44% $ADBE | Adobe: -45% $CMG | Chipotle: -45% $SPOT | Spotify: -46% $SHOP | Shopify: -48% $ADYEN | Adyen: -48% $HOOD | Robinhood: -50% $SE | Sea Limited: -52% $FICO | FICO: -53% $AXON | Axon: -58% $CELH | Celsius Holdings: -58% $NOW | ServiceNow: -59% $TMDX | TransMedics: -60% $TTD | The Trade Desk: -78% $DUOL | Duolingo: -80% Which stocks don’t deserve these drops? 👇

@ftr_investorsMay 12, 2026 · 10:39 AM

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 orders up 29.3% to 4.0B. - Monee: Revenue grew 57.8% YoY to US$1.2B. Loans outstanding climbed 71.3% to US$9.9B, while NPLs remained low at 1.1%. - Garena: Revenue increased 40.6% YoY and bookings rose 20.1%. Quarterly paying users grew 12.4% to 72.6M, while average bookings per user increased to US$1.40. Sea also repurchased $168.4M worth of shares during Q1 under its $1B buyback program. Shares: +7.4% 📈 Like these earnings updates? You'll ❤️ our newsletter 👇 https://t.co/JglKTzxErU

@moninvestorMay 10, 2026 · 4:25 PM

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 Spark Tuesday: $SE Sea Limited $QBTS D-Wave Quantum $SATL Satellogic $OKLO Oklo $VELO Velo3D Wednesday: $BABA Alibaba $NBIS Nebius $EOSE Eos Energy Enterprises Inc $USAR USA Rare Earth $NUAI New Era Energy $POET POET Technologies Thursday: $ONDS Ondas $AMAT Applied Materials $TE T1 Energy $QUBT Quantum Computing

@ftr_investorsMay 9, 2026 · 6:57 AM

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? 👀 https://t.co/XisPGtcWO4

@ftr_investorsApr 1, 2026 · 1:14 PM

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? 🤔 https://t.co/WE75wICtAk

@ftr_investorsMar 25, 2026 · 4:47 PM

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, MercadoLibre, Shopee, Shopify and others bringing their products directly into Meta’s ecosystem 🛒 $META $AMZN $MELI $SHOP $SE

@kaizen_investorMar 21, 2026 · 2:07 PM

3. $SE - e-commerce - Industry: Broadline Retail - Stars: 5 - Fair value: $152 - Economic Moat: Narrow - Equity Style: / - Uncertainty: High - Potential Upside: 92% https://t.co/1xSNhTeBdP

@ftr_investorsMar 3, 2026 · 11:42 AM

𝗦𝗲𝗮 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $SE EPS: $0.66 vs $0.81 est. ❌ Revenue: $6.85B vs $6.43B est. ✅ - Shopee: Q4 GMV of US$36.7B (+28.6% YoY); 2026 GMV growth expected ~25%. - Monee: Strong growth with healthy unit economics; 20M+ first-time borrowers. - Garena: Best quarter since 2021; 100M+ daily players, 2026 growth on track 30%+. Shares: -16.5% 📉 Like these earnings updates? You'll ❤️ our newsletter 👇 https://t.co/JglKTzychs

@kaizen_investorMar 1, 2026 · 8:02 PM

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, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?

@ftr_investorsFeb 28, 2026 · 8:36 AM

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 looking forward to most? 👀🔥 https://t.co/tWUfafNmWD

@haydencapitalFeb 26, 2026 · 1:26 PM

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 Scare Trade". The market is pricing in fear, not facts. These businesses aren't broken (yet), but investors are selling indiscriminately. - What's still investable? Software faces real headwinds - disruption to terminal value assumptions and forced pricing model shifts. But ~80% of a software company's value is trust, reliability, and headache-free solutions. That doesn't disappear overnight. - Network effects are real moats. Gaming, ecommerce, consumer internet - they're all down substantially from highs. But as AI reduces barriers to entry, the barriers to scale go up. Distribution grows more valuable. - Thoughts on $SE, after a -45% drawdown. We don't think the TikTok boogeyman is as scary as the market fears. In fact, the opposite. - New Oriental $EDU exit. Originally bought near net cash, and business has stabilized since. Time to move on. Full letter linked here: https://t.co/0WPoxoHt7t

@haydencapitalFeb 20, 2026 · 3:28 AM

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 combined 😲 3. 65% of mobile games revenue comes from mid & low end smartphone users $SE 4. "Rest of World" (SE Asia, Latam, etc) accounted for all of the growth since 2021.

@ftr_investorsFeb 19, 2026 · 8:42 AM

$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 task-based commerce and will also be used to improve productivity in Sea’s gaming unit, Garena 🎮 https://t.co/vvIIOHXZEf

@haydencapitalFeb 5, 2026 · 8:06 PM

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 Market Share from 27% in 2024 > 33% in 2025 (disclosed in the 1H25 Report) 4) Non-platform % of revenue goes from 0% > 10% in 2025. All the data-points line up. Takeaway: It can be true that J&T grew 75% y/y, AND Tiktok is slowing to 40% y/y orders growth (and 30% y/y GMV). - Market narrative of Tiktok competition increasing is likely wrong. - Means that Shopee's recent spend is not a defensive move or coming from a weakened position. - In fact, they're pressing harder, while competition is weak (That's just how they operate. They waited to grow Monee loans, until the digibanks started blowing up. That's why you see an inflection in loan growth 2 years ago. Compare that to when Indo digibank NPLs started blowing up, and you'll see the correlation). Included pictures of the math (thanks ChatGPT). $SE $1519.HK

@haydencapitalFeb 5, 2026 · 6:28 PM

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 growth isn't related to TTS vs. Shopee competition? $SE $1519.HK https://t.co/Jn0UArEo04

@haydencapitalFeb 5, 2026 · 6:12 PM

@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% y/y EBITDA growth. Seems a bit extreme?

@haydencapitalFeb 5, 2026 · 5:45 PM

$SE is down -45% over the past few months. The prevailing bear case seems to hinge on two points: 1) Rising fear of TikTok Shop competition, and 2) Shopee reinvesting more heavily into logistics, capping margins at ~0.7% of GMV this year vs. prior expectations of ~1.2%. The concern is that this spend is defensive - a necessary response to TikTok rather than a choice. But alt data is telling a different story. TikTok Shop’s Southeast Asia GMV growth has slowed materially over the past few quarters - from 70%+ in 2Q25 to ~30%+ by late 2025. That’s only modestly above Shopee’s own growth rate. More notably, TikTok’s relative share vs. Shopee in Indonesia (~50% of regional GMV) has effectively flat-lined over the past year. If this data is directionally right, Shopee’s ~50 bps of reinvestment looks discretionary and offensive -widening the moat - rather than a defensive reaction to competitive pressure. And critically, that implies the margin compression is temporary, not structural. Oh, and both Shopee & Tiktok are raising take-rates. Not usually the sign of a competitor trying to aggressively take share... Curious, what am I missing? Is the -45% drawdown really just “2026 margins down > negative 2026 earnings revisions > stock down,” even if margins are likely to re-expand next year? And Shopee emerges with a wider moat after? The competitive backdrop looks like it’s improving, not deteriorating...

@institlpgpFeb 4, 2026 · 3:17 AM

put 14 point of cash to work in $se and $cpng at eod regret it already hate providing liquidity to shitty hedge funds

@institlpgpFeb 3, 2026 · 9:39 PM

ok i'm ready to get in the ultimate crowded hf trade $se $cpng $meli just need to know who to: marry ? kiss ?

@ftr_investorsFeb 1, 2026 · 11:50 AM

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 | TSMC - $1,714B 3. $AVGO | Broadcom - $1,571B 4. $LLY | Eli Lilly - $928B 5. $MU | Micron - $467B 6. $AMD | AMD - $385B 7. $PLTR | Palantir - $349B 8. $APP | AppLovin - $160B 9. $PRX | Prosus - $135B 10. $MELI | MercadoLibre - $109B 11. $RHM | Rheinmetall - $97B 12. $DASH | DoorDash - $88B 13. $NU | Nu Holdings - $86B 14. $SE | Sea Limited - $69B 15. $MRVL | Marvell - $67B 16. $RDDT | Reddit - $34B 17. $FTAI | FTAI Aviation - $28B 18. $ALAB | Astera Labs - $25B 19. $CRDO | Credo Technologies - $23B 20. $CELH | Celsius Holdings - $13.2B Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - EPS & Revenue next 3Y >25% - Gross Margin >40% - Net income margin >0% - Altman Z-Score >3 - No mining companies - Marketcap >$10B We invest in 6 of these elite growth stocks ✨ Which stocks are in your portfolio? 🚀👇

@ftr_investorsJan 20, 2026 · 12:16 PM

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 | Microsoft - $65.9B 🔍 4. $GOOGL | Alphabet - $49.9B 🇹🇼 5. $TSM | TSMC - $31.9B 👥 6. $META | Meta - $26.0B 💳 7. $V | Visa - $20.7B 🛜 8. $AVGO | Broadcom - $19.3B 💳 9. $MA | Mastercard - $16.4B 🇨🇳 10. $PDD | PDD Holdings - $14.4B 🔬 11. $ASML | ASML - $10.3B 🚬 12. $PM | Phillip Morris - $9.9B ☁️ 13. $CRM | Salesforce - $9.7B 📺 14. $NFLX | Netflix - $8.7B 💉 15. $LLY | Eli Lilly - $8.6B 🌎 16. $MELI | MercadoLibre - $8.3B 🛒 17. $COST | Costco - $8.1B 🎨 18. $ADBE | Adobe - $8.1B 🏨 19. $BKNG | Booking - $7.7B 🧪 20. $ABT | Abbott - $6.3B 🚚 21. $MCK | McKesson - $6.1B 🏢 22. $SAP | SAP - $5.3B 📊 23. $SPGI | S&P Global - $5.2B ⚙️ 24. $LRCX | Lam Research - $5.2B 📃 25. $INTU | Intuit - $4.4B 🚘 26. $TSLA | Tesla - $4.4B 💲 27. $ADYEN | Adyen - $4.4B 💊 28. $CAH | Cardinal Health - $4.1B 🔧 29. $ADI | Analog Devices - $4.0B 🖥️ 30. $AMD | AMD - $4.0B 🩺 31. $SYK | Stryker - $3.8B 🌐 32. $ANET | Arista Networks - $3.6B 💾 33. $MU | Micron - $3.6B 🕵️‍♂️ 34. $KLA | KLA Corporation - $3.6B 👁️ 35. $EL | EssilorLuxxotica - $3.6B ⛏️ 36. $AEM | Agnico Eagle - $3.6B 🫀 37. $BSX | Boston Scientific - $3.5B 🔌 38. $APH | Amphenol - $3.4B ⚡ 39. $ETN | Eaton - $3.2B 🇸🇬 40. $SE | Sea Limited - $3.2B Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - EPS & Revenue next 3Y >7% - Net income margin >0% - FCF+ - Altman Z-Score >3 - Marketcap >$10B

@haydencapitalJan 18, 2026 · 4:13 AM

#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 business, Scale > Order Density (across both Geography x Time) > Lowest Cost per Parcel = Competitive Moat. Parcel delivery cost has declined -45% over 4 years. h/t @momentumasia. $SE $1519.HK

@ftr_investorsJan 9, 2026 · 6:43 PM

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 | AMD - 63.6% 4. $SPOT | Spotify - 62.3% 5. $NVDA | Nvidia - 61.3% 6. $FSLR | First Solar - 60.7% 7. $SOFI | SoFi - 56.7% 8. $NKE | Nike - 49.9% 9. $MELI | MercadoLibre - 48.5% 10. $RHM | Rheinmetall - 46.8% 11. $TER | Teradyne - 45.9% 12. $SE | Sea Limited - 44.7% 13. $NU | Nu Holdings - 43.8% 14. $ADS | Adidas - 43.6% 15. $CCO | Cameco - 41.8% 16. $RDDT | Reddit - 41.5% 17. $PLTR | Palantir - 39.5% 18. $LLY | Eli Lilly - 38.8% 19. $LSCC | Lattice Semiconductor - 38.5% 20. $AVGO | Broadcom - 38.5% 21. $IFX | Infineon - 37.6% 22. $CRDO | Credo Technologies - 34.0% 23. $APP | AppLovin - 33.8% 24. $ALAB | Astera Labs - 33.3% 25. $PEN | Penumbra - 33.2% 26. $ARM | Arm - 32.2% 27. $GWRE | Guidewire - 30.7% 28. $VRT | Vertiv - 28.1% 29. $NFLX | Netflix - 28.1% 30. $SHOP | Shopify - 27.3% 31. $MRVL | Marvell - 26.7% 32. $PODD | Insulet - 26.5% 33. $FICO | Fair Isaac - 26.2% 34. $AS | Amer Sports - 25.7% 35. $WDC | Western Digital - 25.4% 36. $ON | On Semiconductor - 25.0% 37. $TSM | TSMC - 23.5% 38. $MU | Micron - 23.4% 39. $DASH | DoorDash - 23.1% 40. $ADYEN | Adyen - 22.6% 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Gross Margin >30% - Net income margin >0% - FCF+ - Altman Z-Score >3 - Marketcap >$10B What are your favourite stocks for 2026? 🤔🚀

@institlpgpDec 29, 2025 · 7:51 PM

$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 and china national champions... but if had to kiss $se kill $meli marry $cpng https://t.co/UcXs1YVWVs

@ftr_investorsDec 24, 2025 · 6:51 PM

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% 4. $PLTR | Palantir - 43.3% 5. $BESI | BE Semiconductor - 42.8% 6. $ALAB | Astera Labs - 42.2% 7. $CRDO | Credo Technologies - 40.1% 8. $RDDT | Reddit - 38.7% 9. $AVGO | Broadcom - 35.9% 10. $APP | AppLovin - 35.6% 11. $CLS | Celestica - 33.4% 12. $RHM | Rheinmetall - 32.2% 13. $FIGR | Figure Tech Solutions - 31.9% 14. $NU | Nu Holdings - 31.8% 15. $CELH | Celsius Holdings - 31.6% 16. $AMD | AMD - 31.5% 17. $BE | Bloom Energy - 31.3% 18. $LITE | Lumentum Holdings - 31.2% 19. $PRX | Prosus - 31.2% 20. $TKO | TKO Group - 29.8% 21. $DASH | DoorDash - 29.8% 22. $MELI | MercadoLibre - 29.1% 23. $ORCL | Oracle - 28.4% 24. $DY | Dycom - 27.6% 25. $CVNA | Carvana - 27.3% 26. $BROS | Dutch Bros - 25.7% 27. $AXON | Axon - 25.5% 28. $SOFI | SoFi - 25.3% 29. $KRMN | Karman Holdings - 24.9% 30. $AFRM | Affirm - 24.6% 31. $FTAI | FTAI Aviation - 24.4% 32. $SE | Sea Limited - 24.2% 33. $SHOP | Shopify - 23.5% 34. $BRO | Brown & Brown - 23.3% 35. $TER | Teradyne - 23.0% 36. $ON | On Holding - 22.6% 37. $DUOL | Duolingo - 22.6% 38. $ANET | Arista Networks - 22.4% 39. $SMCI | Super Micro Computer - 22.2% 40. $ADYEN | Adyen - 22.0% Source: @KoyfinCharts 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue TTM >$250M - Net income margin >0% - Altman Z-Score >3 - Marketcap >$8B What are your favourite growth stocks for 2026? 🤔🚀

@institlpgpDec 9, 2025 · 2:48 AM

$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 fund hotels

@ftr_investorsDec 8, 2025 · 7:45 AM

𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 #𝟯 𝗕𝗲𝘀𝘁 𝗘-𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 The nominees are: $AMZN - Amazon $BABA - Alibaba $MELI - MercadoLibre $SE - Sea Limited $SHOP - Shopify And the winner in the category Best E-Commerce company is..... With 50% of the votes..... Amazon! 🏆 2025 Winner: Amazon - 50% 🥈 Runner-Up: MercadoLibre - 33% 🏆 2024 Winner: Amazon 🏆 2023 Winner: Amazon Congrats Amazon with the award for Best E-Commerce company 2025! @amazon

@ftr_investorsDec 5, 2025 · 4:21 PM

𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀 25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀 1. $META - Meta - $1,693B 2. $TSM - TSMC - $1,219B 3. $NFLX - Netflix - $438B 4. $SAP - SAP - $285B 5. $CRM - Salesforce - $243B 6. $INTU - Intuit - $186B 7. $NOW - ServiceNow - $177B 8. $BKNG - Booking - $165B 9. $ANET - Arista Networks - $163B 10. $BSX - Boston Scientific - $146B 11. $ADBE - Adobe - $144B 12. $MELI - MercadoLibre - $109B 13. $DASH - Doordash - $97B 14. $SE - Sea Limited - $81B 15. $ADSK - Autodesk - $65B 16. $ADYEN - Adyen - $49B 17. $VEEV - Veeva Systems - $40B 18. $DXCM - Dexcom - $26B 19. $TTD - The Trade Desk - $20B 20. $PINS - Pinterest - $18.4B 21. $ONON - On Holding - $15.9B 22. $DT - Dynatrace - $13.5B 23. $NEM - Nemetschek - $12.7B 24. $CART - Instacart - $11.5B 25. $RMBS - Rambus - $10.9B Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 💎 - EPS & Revenue next 3Y >9% - Gross Margin >40% - Net Margin >5% - FCF+ - ROIC >5% - Altman Z-Score >3 - Marketcap $10B 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 📊 - PEG-ratio <2 - Price to FCF <50 - Forward PE-ratio <50 - Below Price Target >15% Which of these Quality Stocks is the Best Buy right now? 🎯🚀

@ftr_investorsNov 29, 2025 · 11:22 AM

@GabGrowth Is $SE your favourite? 👀👇 https://t.co/NBhTLttCih

@ftr_investorsNov 29, 2025 · 11:21 AM

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.co/kGOWiQM3h0

@ftr_investorsNov 27, 2025 · 11:35 AM

$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.co/ITrumNEeKW

@ftr_investorsNov 24, 2025 · 1:40 PM

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. $PLTR | Palantir – 2003 🇨🇳 4. $CATL | CATL – 2011 🇨🇦 5. $SHOP | Shopify – 2006 🇺🇸 6. $APP | AppLovin – 2011 🇺🇸 7. $UBER | Uber – 2009 🇺🇸 8. $NOW | ServiceNow – 2004 🇨🇳 9. $PDD | Pinduoduo – 2015 🇺🇸 10. $ANET | Arista Networks – 2004 🇨🇳 11. $XIACF | Xiaomi – 2010 🇺🇸 12. $PANW | Palo Alto Nwk – 2005 🇺🇸 13. $CRWD | CrowdStrike – 2011 🇸🇪 14. $SPOT | Spotify – 2006 🇺🇸 15. $HOOD | Robinhood – 2013 🇺🇸 16. $ICE | Intercont. Exchange – 2000 🇨🇳 17. $SMIC | SMIC – 2000 🇺🇸 18. $DASH | DoorDash – 2013 🇺🇸 19. $SNOW | Snowflake – 2012 🇸🇬 20. $SE | Sea Limited – 2009 🇨🇳 21. $MPNGF | Meituan – 2010 🇧🇷 22. $NU | Nubank – 2013 🇨🇳 23. $CAM | Cambricon – 2016 🇺🇸 24. $ABNB | Airbnb – 2008 🇺🇸 25. $CVNA | Carvana – 2012 🇺🇸 26. $NET | Cloudflare – 2009 🇺🇸 27. $COIN | Coinbase – 2012 🇺🇸 28. $RBLX | Roblox – 2004 🇺🇸 29. $FTNT | Fortinet – 2000 🇺🇸 30. $WDAY | Workday – 2005 Source: @CompaniesMarke1 Which of these modern giants are you invested in? 🚀👇

@ftr_investorsNov 17, 2025 · 9:33 AM

$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 when market conditions look attractive 💪🚀 Are you buying Sea shares now? https://t.co/kcdBHIbSd9

@ftr_investorsNov 11, 2025 · 11:44 AM

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 profitable growth across Asia and Brazil; full-year GMV now expected to grow 25%+. - Monee posted strong growth with healthy unit economics, expanding SPayLater beyond e-commerce. - Garena bookings jumped 51% YoY, its best quarter since 2021, keeping 2025 growth on track for 30%+.. Shares: -6.1% 📉 Like these earnings updates? You'll ❤️ our newsletter 👇 https://t.co/JglKTzxErU

@ftr_investorsNov 9, 2025 · 11:57 AM

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 | DoorDash - 0.57 4. $DUOL | Duolingo - 0.64 5. $AS | Amer Sports - 0.79 6. $RDDT | Reddit - 0.86 7. $CELH | Celsius Holdings - 0.88 8. $APP | AppLovin - 0.89 9. $TSM | TSMC - 0.90 10. $NVDA | Nvidia - 0.91 11. $EQT | EQT AB - 0.93 12. $APH | Amphenol - 0.96 13. $LLY | Eli Lilly - 0.97 14. $RHM | Rheinmetall - 0.99 15. $AMD | AMD - 1.03 16. $CRDO | Credo Tech. - 1.16 17. $CSU | Constellation Soft. - 1.19 18. $VRT | Vertic - 1.24 19. $MELI | MercadoLibre - 1.25 20. $AVGO | Broadcom - 1.40 21. $BESI | BE Semiconductor - 1.47 22. $NOW | ServiceNow - 1.79 23. $ALAB | Astera Labs - 1.81 24. $ANET | Arista Networks - 1.88 25. $ADYEN | Adyen - 1.94 Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - EPS, FCF & Revenue next 3Y >15% - FCF+ and profitable - Gross Margin >30% - PEG-ratio <2 - Altman Z-Score >3 - Marketcap $9B In which of these growth stocks do you invest? 🚀🤔

@ftr_investorsNov 8, 2025 · 9:48 AM

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 week? 👀 https://t.co/yec71PsmjO

@haydencapitalOct 21, 2025 · 5:44 PM

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 play their cards right. https://t.co/s9IiqSfd4w https://t.co/Q5AEMfnl7P https://t.co/EYgD8uK51z

@ftr_investorsOct 21, 2025 · 7:06 AM

$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 across Shopee and Garena 🤖🚀 Do you think Sea can really become a $1T company? 🤔 https://t.co/OnCoaYh3yQ

@ftr_investorsOct 15, 2025 · 12:58 PM

$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/LwRFKDPtLB

@haydencapitalAug 11, 2025 · 6:08 PM

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 parcels across a housing block in an ever-practical blue Ikea bag. Or an entrepreneurial homemaker busily sorting a makeshift Shopee kiosk beside the lift. They are the human backbone of SPX Express, which now handles most of Shopee’s several billion parcels annually... With SPX Express, 90 per cent of its parcels are delivered the next day in Singapore. In the rest of Asia, almost half of SPX Express orders are delivered within two days." https://t.co/oyQtg6SZ5i