SE

Thin_Cat8817

Probably bearish for natural gas in Q4 Coffee, Sugar, Cocoa would likely climb since El Niño usually means drought in SE Asia and West Africa Bearish for insurance companies in US since flood risk could be considerably higher. That being said, it could also mean a less active hurricane season this year

azdblondon

Thinking same, 'cept SE Asia or Central or South Am....somewhere where a cell phone bill is $12 monthly.

Fickle_Degree_2728

How do u use it ?. I'm an SE too. I wanna know how ?

dasunt

While I know crude isn't strictly fungible (oil reserves have different characteristics), for a short term supply shock, couldn't it be treated as fungible - thus a 20% loss to the global supply from Hormuz would roughly result in a 20% cut across the board globally as industries and regions more dependent on Hormuz seek to obtain petroleum or petroleum products elsewhere? For example, a plastic container manufacturer in SE Asia may have formerly obtained plastic pellets from a regional supplier dependent on Hormuz oil, but due to the block aid, now obtains the pellets from outside that region. That new supplier, due to increased sales, starts consuming more petroleum to produce more pellets, thus driving up demand for petroleum where that supplier is located.

rainniier2

Things you learn when you follow real news. There is a consensus among experts that the fighting/bombing phase of the Iran war is over and neither side has the appetite to re-start it. This means no more infrastructure will be destroyed, which is extremely positive long-term. On the flip side, the Strait of Hormuz will probably never flow freely again but that largely impacts SE Asia and is an opportunity for U.S. oil. Private capital also does not care how much the U.S. government is spending to maintain security in the Strait of Hormuz.

moldyjellybean

Not sure where the price goes but it’s real not imaginary stuff. I’ve met people from Ukraine, Russia, Middle East while traveling SE Asia South America who were able to pick up and leave and fund their life. There are money exchanges and hotels out there that will trade you I can meet you at the tennis club and community recreation center at my complex. Btc, stablecoin for their currency, let you rent apartments, scooters, tours with crypto. 1 btc can save your family’s life. 70k can fund a few years out in SE Asia or South America until you figure out your plans.

TastyToad

Rough is relative. India and SE Asia are rationing nat gas already. Europe is relatively safe for now but the dependency on LNG imports will bite us in the ass once it's time to refill. (Still the lesser evil tnan directly funding our biggest enemy but it won't be smooth sailing for some time).

Protagonist0012

Regarding payment towards oil companies, the answer is: it’s both. Big oil producers are selling oil futures to lock in current high prices for oil and guarantee cash flow. This might mean they won’t be able to sell at the high spit prices but a 100 dollar futures price lock in is still great compared to 60 dollars just a few months ago. HOWEVER, given that this is a real, massive supply shock happening at the moment. A lot of refiners and users are actually struggling to get oil at all. We see this with the SE Asia example. So they scramble to look for shipments and storage that’s close by and can reach them in weeks to a month. This close supply is being eaten up rapidly. These are being paid in spot prices, often one tanker at a time.

opman4

🤔 I wonder if I can import some motorcycles for cheap from SE Asia.

jdjdthrow

> Isn't demand for oil pretty inelastic Not like it was 20 or 50 years ago. More alternatives today and more developing country consumption. I think the developing country issue is really important for elasticity, as they simply get priced out (a lot of SE Asia makes equivalent of $1 USD/hr). In the 70s energy crisis, there was a bidding war amongst consumers across developing countries primarily. They had money to spend. Today, the demand that came from developing countries just gets tsunamied by the price increases, and disappears. The masses in those countries will react to price changes in ways unfathomable to Western consumers. They have no choice.

MutaliskGluon

We just had to tell a bunch of our stores about no rice, ethnic sauces, mustard pil, and more coming in starting may because our vendors had to shut down their factories over in SE Asia lol. And the fuel crisis is JUST beginning. Forward looking market lmao

MutaliskGluon

Theres this weird media blackout over whats happening. Everything coming out is from the white houses lips. We arent seeing anything about israel saying their goal is regime change in Iran. We arent seeing anything about all the issues in SE asia an E asia with fuel shortages and all that. Seems shady as fuck, but what do I know, im a bear whos in all SGOV watching everyone make crazy returns buying overvalued stocks heading into an energy crisis.

Nervous-Present-6890

either pay higher prices or not be able to afford it and have industries shut down (SE Asia, India, Africa)

banned-from-rbooks

Yeah so what is going to happen to India, SE Asia, Japan, Korea and Taiwan now that zero oil is coming out of the gulf? You know, the countries where all our fucking factories are? And I guess we just going to piss off the whole world even more now

Mental-At-ThirtyFive

Holding Percent Eaton Corporation Plc 8.60% Johnson Controls International Plc 7.93% ABB Ltd 7.82% National Grid Plc 7.79% Schneider Electric SE 7.49% Prysmian SpA 4.66% Quanta Services, Inc. 4.17% E.ON SE 3.97% Hubbell Incorporated 2.88% nVent Electric plc 2.14%

Big_Cryptographer863

Brazil will be crime ridden. SE Asia doesn't see much serious crime.

ModeForJoe

SE asia will get hammered with oil shortages. Brazil has it's own oil, gas comes from sugar cane, and they're women seem a lot more fun.

Big_Cryptographer863

Probably somewhere in SE Asia. They don't seem to care about war. 

NoFutureIn21Century

20 % of the World's supply but up to 40 % of SE Asia's consumption. This is shaping into a catastrophe of epic proportions.

SpaceballsTheCritic

2 is not an option. Not just from a US/Trumpy-dump ego perspective, but from a world perspective. It's not only 20% of the world oil, it is fertilizer and helium (for specialty manufacturing including microchips). This is a mess and the Iranian's will only come out emboldened and financially strengthened and countries such as China, India, and general SE Asians have realized how locked in they are and how mcuh they have to strengthen ties with Iran. While we should have never started this fight, we have no option but to keep going...

great_apple

I use dedicated tax software at work and it still fucks up sometimes. Usually on more complicated issues, but even simple mistakes are super common and require human review. 1099-R codes are often handled wrong, I see W-2 Box 14 entries get fucked up all the time, certain tax-exempt interest/dividends need to be manually corrected. And there's a lot of stuff that's triggered by other stuff that I really wouldn't trust Claude with, honestly. Like if it takes your consolidated 1099 I'm sure it can pull the ordinary dividends and probably even successfully fill out your Sch B, but will it know it needs to add Form 1116 if there's an entry on Box 7 of the DIV? Will it know how to handle excess FICA if you switched jobs during the year? Is going to even attempt to carryover credits/losses/etc from prior years? I'm INCREDIBLY certain it won't know what tf to do with most K-1s. There's a lot of stuff it won't be able to read because you don't get official "forms" for it, like charitable contributions, medical expenses (though rarely deductible), I honestly wouldn't really trust it to properly calculate your SALT deduction if you're itemizing, if you're claiming something like an energy efficient credit you'll have to walk through that manually. Is it going to note stuff like "Hey I see you have some 1099-NEC income, have you thought about a SEP?" I think most tax software is fine for the average Joe, I use FreeTaxUSA to do my own despite having software at work bc it's just worth $15 to get it done so easily, but if you have anything remotely complicated I wouldn't trust an LLM. I mean Claude apparently didn't even tell OP that of course you can e-file online for free and he didn't need to send paper forms? Also Intuit makes most of its income from Quickbooks and I really don't see AI changing that. I have clients who actually tried to use LLMs to summarize their SE business income for me (what QBO would normally do) and it was a HUGE mess. QBO is working on incorporating AI, at this point it sucks and is far more annoying than helpful but they'll figure out its best use cases for their software and it will probably eventually make QBO easier for the average small-business owner. I think TurboTax is losing its market grip but QBO isn't going anywhere for a while. Also why is no one pointing out that OP clearly wrote their whole post using Claude and this is just Claude advertising itself, lol

Rupperrt

At this time probably 60% stocks and 40% bonds still and half the stocks American, rest other places depending on who’s on the rise/fall etc eg India/China/SE Asia, Japan..

johndsmits

Just look at maritime traffic, You see like 2 ships now, cargo at most and going to india/China/SE Asia. Why is everyone guessing here. Just look at the dang radar.

VOO_bull_forever

i was recently laid off as a junior SE.... so stfu

trade_thriving

Yeah fair point, I get the short-term flip mentality. That actually makes more sense for a deSPAC play honestly 🤝 The diagnostics/medical devices angle is solid though - SE Asia's been growing healthcare spend like crazy. I've been digging into a few biotech plays over there and the margins can be insane if they actually execute. But ngl, the float thing still bugs me a bit. I've been burned before where the "official" float and actual tradeable shares don't line up post-redemption.

HolyBubbiDiver

Waaake up biiitch, and welcome back to NY-SE king of the call

NerdfaceMcJiminy

You're preaching to the choir there. The apartment I had in SE Portland in 2003 for $750 a month is now $1,650 plus extra monthly fees for parking, pets, pay for background check etc. Nobody's fixing it. That's why Trump only got one term, then Biden/Democrats got one term, now we got Trump back in office. Nobody is getting re-elected while everything keeps going to shit. Independents/swing voters vote based on their wallets and there aren't enough hardcore lefties/righties to stop it.

WinterDice

Twitter had a bunch of posts showing loaded B52s and fighters getting refueled over SE England earlier today. That’s a lot of money in the move just to stop.

twenty_three_three

frozen housing market with eroding prices, imminent 2-4 week oil shortages across SE Asia, Africa, and Australia.

twenty_three_three

No way things are going to be okay yanking 10-15% of total oil off the market. SE Asia is weeks away from breakdown. Africa will follow shortly after. It's baked in.

MutaliskGluon

Thats such a complete nonsense take because high oil prices suck money out of the economy so less money flows to QQQ stocks. The world economy is super complicated and everything is linked to one another. A random pod shop going under in SE asia can cause a massive sell off due to forced selling and counterparty risk, as an example.

Lavio00

Yeah but dude, the price still went up in the commodities market. Go to your local gas station and tell them inventories are up. The more interesting question is: Why do we see inventory increases? Because one of two reasons: 1. The govt (or the shale producers themselves) mandated increased production to alleviate the shortfall from hormuz. Domestic companies still have ample crude in stock in the short term. Thus, the current overproduction is stored. Once locals are in need of new batches of WTI, these inventories will deplete.  2. Overseas consumers of brent are still getting physical access to the crude they usually get. Up until about a few days ago, that is, when the last ship from Hormuz reached SE Asia. They’re not in need to buy WTI yet, but now that there is no physical delivery from Hormuz coming, what happens when Indian of Chinese manufacturing companies are out shopping for oil? Of course they’ll consider WTI too, especially if the price discrepancy is too big. TL;DR - war gone on for 1 month. Local and intl consumers still have physical access to crude. Thus, shale producers are storing their short term overproduction. This will deplete in the coming weeks now that the last brent shipments have reached SE Asia shores. 

Soldadodevida

Fk buffet looking at discounted growth in MELI and SE

jrex035

I bought more energy companies on the dip today. People are seriously underestimating both the scale of the crisis and how long it will last. Which is ironic since the PMs of both Australia and the UK made addresses to their nations today about the crisis, many countries in SE Asia are already rationing fuel, and there's already talk of organizing another SPR release. But sure, we'll be back to $75 a barrel oil in a few months lmao

gizamo

SE Asia will also likely get hammered by a recession, especially countries like Korea, Philippines, and Malaysia.

Mal_ex_ion

Not to mention the helium shortage and it's effect on chip manufacturing, and SE asian including Taiwan gets a majority of their oil from the gulf. No way they would even be able to continue the data center build out properly.

RedTulkas

the amount of anti-US resentment currently building up in SE-Asia is gonna have a fallout as well

twenty_three_three

No financial engineering out of this supply crunch. Basic supply and demand for the most critical input to EVERYTHING: energy. Seriously, there's no way out of this without significant economic disruption. As this goes from weeks to months, emergency reserves will be depleted. SE Asia going to hit this in the next month.

Dear_Smoke6964

The US is going to be like one of these SE Asian countries where they have the most corrupt, incompetent leaders then a couple of decades later they have learnt nothing and elect their family members. I mean 🥭 has barely started destroying the country and I can totally see one of his kids or grandkids getting elected in the future. 

Pete26l96

🥭 pro-drone, so much global instability, proposed 50% increase in military spending, and Kratos Defense's Valkyrie featured at the White House's military conference. They also just received a $1B+ contract from the government to build out a hypersonic testing center, which obviously means their technology is no joke. Only 13B market cap, working with all of the big boys like GE Aerospace, AirBus SE, Lockheed Martin, etc. More cash then debt, profitable, and just starting to build their own devices rather than subcontracting.

McKoijion

> In 2021, Politico was reportedly acquired for over $1 billion by Axel Springer SE, a German news publisher and media company.[6] Axel Springer SE's CEO Mathias Dopfner said that Politico employees would be required to adhere to the company's principles of support for Israel, support for a United Europe and a free-market economy.[7] In 2025, a group of Politico employees won a landmark case against the firm's use of AI tools.[8] https://en.wikipedia.org/wiki/Politico > Döpfner is married to Ulrike Weiss, who is the daughter of Ulrich Weiss, a former executive of Deutsche Bank AG. The couple has three sons, with one of them serving as chief of staff to entrepreneur Peter Thiel.[62] In 2016, Döpfner also had a child with billionaire art collector Julia Stoschek.[63] https://en.wikipedia.org/wiki/Mathias_D%C3%B6pfner

portlandsalt

As per a concept of a plan, THANK YOU FOR YOUR ATTENTION TO THIS MATTER, PER SE!

ProudestPeasant

don't paint the other SE countries with ladyboys that's a Thai thing. They have them (well, I've heard of filo ladyboys but not Viet ones) but in Thailand it's almost like it's encouraged.

Pete26l96

Tier 1 weapon / military electronics manufacturer that has seen a huge surge of contract awards the past year and is still a relatively small company at $13B valuation. Already working with the best companies like GE Aerospace, Airbus SE, etc. Under the 🥭 administration, there's going to be at least two more years of global insecurity.

Nice-Truck8806

aussies are out of petrol. SE asia rationing gas. Europoors paying 3x for gas. Japan preparing for disaster. And Americans are only paying 30 cents more per gallon. Now you understand why reddit is seething so fucking hard rn lmao.

F0rtysxity

IPAC SE and GRAB. I see you brother. Oil price a concern. But what are you going to do? I’m just going to hold. Because I’m not an expert and my understanding is not better than the market’s.

ProudestPeasant

I get what you're saying about "friendliness", but Japan is a highly structured and formal society. They're more focused on efficiency and formality. I don't mind this at all. Might even be my preference. In more laid back countries, you're gonna get a bit of friendly chat and banter. Thais are probably very friendly to westerners, but if you're East Asian (as opposed to SE asian) they give you cold energy, passive aggressive behaviour and outright hostility. At the end of the day, I don't mind either styles.

SplooshTiger

SE Asian countries that are big oil importers just implemented a one day per week work from home

veteran_of_disorder

I;m in the local news comments in SE Idaho and it's filled with delusional boomers who think regime change in Iran is a walk in the park

Pretend_Handle_7639

Because the markets still assume TACO, so Trump sees feedback from the market that is not 'oil crisis', causing him to not TACO, causing more oil disruption. It's an almost funny form of homeostasis. The market isn't going to accept the crisis until the physical supply stops matching the need somewhere (probably SE Asia, given the fuel rationing for the April harvest)

mouseses

Move to Thailand or some other cheap SE country and work from there for 6 months. You'll make all your savings back.

torokunai

Kharg is not a good lodgment. My non-educated guess is the SE of Iran, closer to the Paki border.

Weak-Pomegranate-435

I sell weekly or bi-weekly out-of-money PUTs. And vast majority of them expire worthless. Usually on fundamentally cheap, high beta, below the support level and below 20 delta OTM puts. Till now I did NVDA, RDDT, CRDO, KLAR on regular basis. and did DUOL, SE, MRVL, CRWV, and RBRK on the earnings day to take advantage of high IV. For example i sold $58 2DTE Puts for CRWV while the current price was ~$100. And it expired worthless. Therefore, pocketing me my weekly 0.5% yield in 2 days.

SomePolack

Canary in the coal mine is SE Asian countries  They’re hurting bad already and it’s only been like 3 weeks 

layersofme72

the qatar angle on this is underrated, most people are still sleeping on how fast SE Asia pivots to coal when LNG math breaks down at $22+ JKM.. BTU with centurion ramping into that demand window is hard to ignore tbh

ICameSawAbstained

I completely agree with you.  I'm positioning this more as a short-to-medium term play to capture the SE Asia switch.

No_Lobster_1102

Im shutting down shop. Whatever i have left lll use it for hookers in SE Asia

nick_riviera24

CAPEX is only a problem if it fails to produce good returns. If you believe is the quality of the CAPEX, then it is a positive and price depression due to CAPEX is your gain. SE and MELI are in developing areas and are introducing financial products as well as merchant services. I have money in all three. I have some money in all three but more in MELI.

diverareyouokay

I spend three months a year scuba diving in SE Asia and traveling in that region. I’m a single guy in my early 40s with no kids. I make reasonably good pay (barely breaking six figures). I also have a renter in my guest bedroom, which in addition to the extra cash, is also handy for having somebody watch my house while I’m gone. I don’t really have any other hobbies that cost much money, and I don’t drink… So finding funds to travel with isn’t very difficult.

diverareyouokay

Glad I booked my tickets for this year’s 3-month dive trip to SE Asia last month… ticket prices go brrrrrrrrrrr

TheGeoGod

SE I’m down over 50%

sinncab6

I'd say Russia outright benefits whereas China is in a rough spot given half their oil comes through that strait. They love to see us taking the ball off Taiwan and shipping resources out of SE Asia, and if it became a quagmire even better.But let's say Iran keeps messing with it there will come a point that ok nothing is getting through not even Iranian oil because us or their neighbors will start attacking their ships. And yeah Iran does ship alot of oil south of the strait but they have no way to protect those tankers at sea. And Russia is not going to be able to make up that difference so they'll have to switch to alternative methods most of which coal etc are exported from western aligned countries.

Too_reflective

Losing 20% or so of oil, gas, and fertilizer is not minor. Millions could starve. Japan depends entirely on Gulf oil. SE Asia too. And the impacts will last - that big gas field is projected to be down for 3-5 years even if it doesn’t get hit again.

AlbertiApop2029

I learned during the Flash Crashes, Algos hunt your stoplosses. 

Internal_Field5970

$MAN $GO $EQ $UAL $OBE $SE $IN $COHR $IDT Anyone following the tickers above?

hardcrepe

What kind of drugs was Jensen on during the GTC? Ai tokens as part of engineers pay? He has to be trying to fool the public because no way SE who built them think AI tokens think should be currency. for fucks sake those “tokens” are just the models way to transform your input into a way to process it. You are paying for how many words you Use to ask a query and how many times. The real kicker is you can run models locally on your own pc. They are essentially saying they are going to try to force people to have shitty no gpu pcs in the future.

tinydisaster

Ok so was this all a make BRICS great again? china has leverage over Iran to basically have de facto control over the strait now. They sell drone parts in and still get oil out. They have huge reserves and their manufacturing sector is probably still using cheap oil to operate. They can watch and learn what works and what doesn’t against US weapons now. Petroyuan. India - can buy cheap russian oil now. They are having LPG problems, but ships are moving through from Iran to them. Russia - can finance their petrostate at full price, since their economy was going broke under sanctions. Big money. Billions per day. Brazil- keep selling agricultural goods to China, undercutting USA farmers. I’m sure there are others, and obviously a global economic recession is bad for everyone on one level or another. Places like Egypt, Bangladesh are going to struggle to feed their population and without USAID we will have a global famine. Basically 🥭 has tanked SE Asian economies, Europe, US, and the global south that was unaffiliated.

Rare-ish_Birb

Saudis have like 50,000 extra princes, all Oxford or Harvard or London SE educated, just sitting around waiting to become a well-armed militia.

stan_cartman

They projected that the fragments landed in the Medina area. It could be seen clearly as far south as Cincinnati, but it entered the atmosphere heading S/ SE somewhere over Lake Erie near Lorain.

TheoryInttro

Oil shipping is set to drill to the Earths core if 20% of the loads carried on VLCCs gets removed from the market without 20% of the shipping stuck in the Gulf so you have more ships chasing fewer cargo loads. Geoservices for oil exploration in South America and SE Asia - there's been a few nasty bankruptcies in the sector recently so if exploration ticks up there's going to be fewer firms bidding for the contracts. If they move to drilling and extraction there's some plays on adjacent services but that's at a minimum 2027 and more probably 28-29.

johndsmits

He was shaken that "he trust his son under kegs if enlisted". Of course he trust him, kid be sent to station in Australia. Iranian's not going to hit pipelines unless it becomes very personal. It's currently typical war tactics. Karg is a main port of oil for Iran. Basically prevents China/India/SE Asia getting oil basically. Gotta make sure only Russia can sell. Krag is 400 miles away from the strait.

MainelyKahnt

The jones act is all about maritime operators who are US based. It provides worker's compensation insurance for crew members and specifies who can be crew and what they can do. The part that is likely involved here is that the jones act mandates that all US-flagged vessels must operate with 100% US citizen crews which is expensive compared to hiring cheap foreign crew. Suspending the Jones act would allow US shipping companies who operate US flagged ships to hire foreign crew which severely undercuts the wages of US crews and opens up a ton of competition for jobs on US vessels. Basically, it makes it easier and cheaper for companies to operate their ships which would have a small, if any, effect on gas prices. It will however completely decimate an entire industry because why would anyone hire an expensive US sailor when you can get someone from SE Asia, south America, or Africa to do the same job for pennies a day.

DDDDoooommmmeeee

Suss Microtec SE looking good

captainpoppy

And how the fuck would the drones get there? Like fly all the way across the US or all the way across the Pacific? Why wouldn't they go for DC or NY or something like that? Or Hawaii? Or any number of bases we have in SE Asia or Europe?

Stercules25

I know I am not being \*serious\* but run any p/fv or p/e:sector analysis and you're top 10 will be a mix of $ADBE, $PDD, $SE, $CRM, $ORCL, $BABA, $TECHY, $JD, $SNOW, Etc. Usually with chip makers sprinkled in and $META lol I just am at some point saying these names are getting killed and the upside is there

GotWaresIfYouGotCoin

Crash USA and Euro, mostly western euro, japan parts of SE asia.

trisbreezy

iF w3 l0SE 675 ItS oVeR lmao

Adgorn_

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GrimmFanatic

This is BS. I was in the oil industry dealing with these tankers for years. 90% of Greek tankers are flagged in LIberia and the disponent owner is some filing cabinet address in Monrovia. These are 'Western' companies though. There is no reason to fly a US flag for international oil trade - thats for Jones Act cabotage trade where you need a US-built vessel (3x the cost of Korean shiphyard) with at least 75% US Crew (much more money than SE Asian crew).

Lord_Corlys

And then sinks down along SE Asia to Australia (literally down under), unless we can thread the Malacca Strait

BellacosePlayer

It's a tool. Proper IDEs and shit like Intellisense made it easier for devs to do work compared to the punch-card days, and the field expanded, rather than contracting. To truly get the best out of it you still need the ability to frame problems in a way the LLM can understand what to do, and read code and understand what you're given. The singularity guys who think they're going to land the old SE jobs because they prompt hacked Sora to show boobs once are going to be disappointed.

WilyWascallyWizard

100% The could have asked any CS or SE grad.

CRUSTBUSTICUS

Thing is with Iran off the table it’s more like WW2.5. Russia invades the Baltic’s (intel reports from last 48h suggest they’re beginning early stage planning/prep) and China blockades Taiwan. US is hoping SE pacific ally’s join in. NK invades the south etc etc. not sure it’ll spill as wide as the other world wars where every continent on earth was involved.

TradingTennish

It works, I will upgrade my SE to the 17e

Wowowe_hello_dawg

Yeah my personnal phone is an iphone so I was glad our workphones are currently iphone SE

Cooter_McGrabbin

They kinda did in Oracle’s case (for a while anyway). They have been gearing up and hiring for at least 2 of the last 4.5 years for OCI to cater to large AI firms. Several of my coworkers went over. I interviewed for one of the positions. When interviewing my friends were telling me of all the large AI infrastructure customers Oracle had lined up. If that is not turning out to be what they thought i feel really bad for all the people they hired. A lot of good SRE, DevOps and SE losing their jobs soon.

GoldExternal2171

Id be living in a tent on my land in the warmer months and traveling SE asia in winter off farmstead income for the rest of my fucking life with no 63 racks

AluminiumCaffeine

$SE bounce nice after that earnings meltdown, I bought the dip fairly hard

Iscratchmybutt

because MDB is not getting replaced by AI and SE because of shopee

newgrounds

Why MDB? Why SE?

Iscratchmybutt

About to be Black Friday. Loading up on MDB, SE

I_am_Nerman

I should have bought SE under 80 this morning. Dammit. Or at least sold some puts on it.

AluminiumCaffeine

At least SE isnt -20% anymore? Still awful

Cristinky420

There's no flights in or out of the region. A few have been departing Any Dhabi and Dubai, headed SE out of the way. Likely the richest of the poor are on these flights. I'm not even seeing private jets coming or going. They could travel by camel to Riyadh and fly from there?

the-real-batman3

is SE a buy? revenue way up just increased costs not the end of world

NotGucci

Lets go back to Aprill 2025, lol. But anyone take a look at SE earnings thye missed but growing like crazy. Might buy some when it hits 50 or soo.

PhasedVenturer

MELI's holding up very well, SE on the other hand...

PhasedVenturer

SE is atrocious for me today

The_Hindu_Hammer

SE growing like crazy and down -25% ooof

WickedSensitiveCrew

$SE Sea Limited Earnings - Revenue: $6.85B v $6.43B (+38.7% YoY) - EPS: $0.63 v $0.62 (+61.5% YoY) Stock down 20%.