SEA
U.S. Global Sea to Sky Cargo ETF
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ALL IN ON ZIM !!! TOOK OUT AN 11k CREDIT LINE TO BET ON CONTINUED CONFLICT IN THE RED SEA. YOLO
Over sold stocks when loss harvesting - now have a short position. Will wash sales trigger if I close this short?
For Anyone Who is Long/Generally Interested in Sea Ltd. (SE)
Tesla’s next vehicle could be ‘almost entirely autonomous’ and cost only around $20,000
Daily U.S. Stock Market News Ticker (Tuesday, March 7)
🎉Guide To Claim 1,000 Free SEA Token Airdrop 🌊 (Current value $590)
🎉Guide To Claim 1,000 Free SEA Token Airdrop 🌊 (Current value $590)
Morning Highlights (as of Nov 16, 2022)
Shopify makes first SEA startup investment in WhatsApp CRM firm’s $23m round
The biotech rocket getting ready for launch - $CRSP Crispr Therapeutics DD
On this day June 6, 88 years ago the SEC was created
Ark Invest buys more Coinbase after earning drop
If you down on Sea limited $SE , you might wanna see this before you cut your loss.
If you think of cutting your losses on Sea limited $SE , i hope this helps you.
How could any other region outperform US stocks in the next 10 years?
The Complete List of Russian Companies Listed on London Stock Exchange
The Complete List of Russian Companies Listed on London Stock Exchange
Mentions
Great points made.. I've been loading on NIO (not mentioned) and BYD... I've traveled SEA region over the past 2 years and each trip..im seeing more and more them.. they are priced very, very aggressively for global domination..and with the oil prices especially in the region.. This war will be the lynch-pin for their rise
Nah I'm currently in China. Going to be in Japan and SEA for a long time I suspect..... I'm going to miss all of the patdowns and TSA unpacking all my shit in America though. Oh yea, and all of the Karens with min wage jobs on power trips. Nothing feels better than paying 20 dollars for a sandwich, them expecting a tip, and they not even grunting at you when they give you your food. American service -chefs kiss-
For Americans, probably. Meanwhile SEA’s running dry
Bessent can try but you can’t keep the price down the second SEA starts to have shortages. The price of oil could stay above $120 for a prolonged period. Anyone in the mood for Volcker’s hammer? I hear it’s spectacular this time of year LMAO
My wife is from Thailand, and her family says many gas stations have no gas there. I suspect this is true for most of SEA
US is the richest country in the world. you were able to amass 100k in savings in which most people in the world could never dream of saving (90th percentile). you didnt fail because of usa, you just gambled with all of your eggs and expected to win for an easy way out of not working and contributing to society... if your <45 years old, on avg, you can still retire respectfully in the USA at 65 years old if you stop gambling. If you're older, save as much as you can then retire in a poor country like thailand (SEA), mexico, panama, etc. you have so many options, almost impossible to fail in life living in the USA. brit bongers still live with their parents in their 30s while ur crying about losing 100k to the casino.
Their revenue growth is fantastic. People are praising the service. It is a loved product. I rate the management and trust them. They are aligned with shareholders I just done see SEA Ltd usurping MELI And Amazon is a great opportunity , nothing against it, but I’d rather my money in MELI as I see more potential growth
Yeah those 2 r for sure the safest bets. SEA seems the most beaten one from a chart perspective. What made you not consider SEA?
I'd say all 3, but more into SEA and MELI, bc their way smaller market cap and are growing in developing countries at a faster rate than Amazon. But all depends on your risk tolerance, I'd probably do 30%(sea)-30%(meli)-40%(amazon) to stabilize the trio.
JUMIA!!! $JMIA...EM turnaround play.. Pan African E-Commerce company led by CEO Francis Dufay.. Company was founded in 2013 and IPO'd in 2019 to much fanfare hitting almost $55 a share in 2021.. but the burn was out of control and they didn't have a business that worked to serve the local markets... it was going to go BK right before Dufay took over as CEO in Feb of 2023 after running the Côte d'Ivoire operations since 2014 and growing it into their best/only performing market.. currently about $865M market cap... They just had their record revenue quarter in Q4 $61M up 34% YOY (GMV growing roughly 36%YOY).. They have brought the net cash burn down to around $1.7M for the quarter with $78M in cash and no debt.. much higher barrier to entry for competition than people realize.. The markets they serve are 8 countries 600M people (Nigeria, Egypt, Morocco, Kenya, Cote d'Ivoire, Senegal, Ghana, Uganda) they are young and growing and the last to the digitally connected party.. The first thing Francis did as CEO was get them out of several underperforming markets where they couldn't win in the near term down from 13 countries to 8.. He also closed the gaudy Dubai headquarters and reduced headcount.. everyone in corporate now lives in Africa.. he then spent the first two years rebuilding the supply in China (only place he hired in the first two years was in Shenzhen) where he needed to rebuild the sellers trust and retool the website to sell products that the customers could afford.. think white label tv's for $70 and sneakers for $6.. Then they consolidated all the warehouses in their core markets (they rent these buildings keeping costs low like ML does in South America).. the next thing was to target the rural "poor" where even his colleagues thought was crazy, but that is where the majority of the population lives.. so they set up pick up stations to lower the cost of last mile delivery and set up "J-Force Teams" to educate people on e-commerce.. Their cost to deliver to customers is down from $10+ to $1.90 and they are profitable on the variable cost on every delivery, and now more than 60% of their orders come from these rural areas..Amazon and Temu can't just pour money into these markets to compete..Jumia has built a super sophisticated partner networks for delivery and logistics..They use local partners to move the goods and and locals own the pick up stations this keeps Jumia from being ripped off because people aren't robbing their neighbors like they may be tempted to with a company listed in the USA.. these are countries with no national post office, they have solved this and plan grow a logitics vertical around this long term for non Jumia customers..Amazon can't just buy 1000 delivery trucks in NIgeria (they don't exist and the infrastructure to service such assets is nowhere to be found..Francis Dufay has cracked the code to grow this business and even at a 10x by 2030 it will be a fraction of the market cap of global E-commerce companies like SEA and MELI.. It is a combination of the digital technological revolution of the last 25 years in the US, the untapped growth off the floor in countries with GDP per capita under $10K, and the strong frugal leadership of Francis Dufay who acts like and is an owner and the excellent steward of your capital over the next 3 to 5 years..I am long JMIA
Ah yes the shit pumped hardest in my watch list. Some German company that have some funny idea about green techs and random ass Chinese and random ass SEA companies.
Gonna go to SEA beaches this Friday to celebrate my gains. Ite good bye and good luck Wallstreetbeters.
They are already dying. Sri Lanka just announced Wednesdays as holidays and reduced work hours. SEA is also doing the same.
Thailand is freaking out about fuel. Only saying this because the straight doesn’t really impact the U.S., but SEA countries are feeling it
that's a pretty big deal! $40k per vehicle sounds decent for a robotaxi, especially if it catches on in SEA. i'm curious how the partnership with Grab will unfold though... if it works well, we could see a lot more of these popping up. also, that chassis from Geely is interesting, hope it holds up. did you catch any details on their plans for scaling up after this initial rollout?
They got bombed to shit last year by Israel with a follow-up fuck you from the US. Two carrier groups sailing full tilt towards the middle east, leaving SEA and subsequently Taiwan without the deterrence from a carrier. The only thing lacking to make it even _more_ obvious would have been Trump and Bibi pantomiming it out in the Oval Office.
Soy de Chile y un proyecto minero puede tardar años en ser aprobado por la SEA (servicio de evaluación ambiental). Busca el proyecto dominga como ejemplo.
ASIAN ALLIES ARE WORRIED THE UNITED STATES IS DIVERTING MILITARY RESOURCES TO THE WAR WITH IRAN, POTENTIALLY WEAKENING DETERRENCE IN THE INDO-PACIFIC INCLUDING AROUND TAIWAN AND THE SOUTH CHINA SEA. Is this bullish[](https://x.com/FirstSquawk/status/2032225264483405934)
Demographic collapse when there's a fuck ton of automation across the board might be a benefit though. We're assuming it's bad based on pre-existing economic models of manufacturing output. China's already happy to push low end manufacturing to it's neighbours because a richer SEA is also less likely to be moved by western foreign investment threats. And they already have numerous social programmes in place. If UBI is a reality they're way more geared for that than the US... and if not, well there's still tons of Chinese cities for them to keep building and investing in. I do agree that the US still has a lot of runway to play with before something catastrophic but this admin alone has opened up countries across Europe, Africa and Asia to realise the US isn't the default partner to work with. A lot of the bargaining chips have been lost.
It’s extremely large, but the shipping lanes are not. Keeping the shipping lanes mine free is simpler than it sounds. They don’t need the entire SEA to be mine free - they need a route on GPS that every boat follows because it’s safe
LOL, if you look at the past track for the SEA VIBE on marinetraffic you see the biggest "nope!"
FRENCH PRESIDENT MACRON: FRENCH DEPLOYMENT IN MEDITERRANEAN, RED SEA, HORMUZ STRAIT WILL INCLUDE EIGHT WARSHIPS, AIRCRAFT CARRIER, TWO HELICOPTER CARRIERS Bullish.
FRENCH DEPLOYMENT IN MEDITERRANEAN, RED SEA, HORMUZ STRAIT WILL INCLUDE EIGHT WARSHIPS, AIRCRAFT CARRIER, TWO HELICOPTER CARRIERS Finally some balls from the french eating baguette fags
As a tourist, I loved Grab when I was in SEA. I don’t think it’s a stock to make short or long term money on though.
let me make it even simpler to u. shaheed drone flies very, very slow. it is very loud, flies low and is easily spotted both with and without a radar. it can be knocked out with a handheld rifle albeit this makes its fallout dangerous. nobody is shooting shaheeds with multimilion dollar rockets unless they got swarmed at a single target and some went through. nobody would even waste a phalanx salvo on one if there is anything airborne around with a deck gun (fighter) or a mini (chopper). and yes u dumbass, there is plenty of airforce IN THE MIDDLE OF THE SEA cuz there is plenty of targets at the sea. would u like me to school u some more?
Technically yes but it's mostly to prevent being arrested in countries that still give a shit. Europeans prefer outsourcing to Eastern Europe, everyone else outsource to SEA and South Asian countries. It's why when Twitter had that location update, majority of the propaganda and bot accounts turned out to be from SEA or South Asian countries.
LLMs made bot nets impossibly easy to create and deploy, they can generate millions of them easily nowadays and just outsource it to SEA and South Asian countries.
Mfw the only shit pumping this morning is some SEA countries.
Living in Philippines (or SEA for that matter) could very well be what you have been missing all along. No need to resort to living in a van because there are better options available if you willing to take the risk haha
Just go to SEA until 15k runs out or your dick falls off then come back. You'll be fine.
SEA yea, but not tiawan. There's also all the other shipping lanes they'll want to patrol globally and clients for navel assets as well. They've gone from having no navy to potentially one of the strongest over the next few years, which, if nothing else, is a national pride thing for them
Japan and Vietnam signed a trade deal so I will assume my SEA-related gain will probably rise. The EU will probably try to invest in its own economy and lessen their USA reliance so Eutech is a long game. Due to unpredictable USA are as an allies and market in the current event rare metals will likely on a demand. I bought the Latinx stocks for shit and giggles so I still don't know why it gained and will probably not question their gain if it is still rising.
OP, you know you can make a lot of money if stocks go UP or DOWN, right? As for a 401K or something, I get it, you should diversify outside of the US markets, SEA, LAm, and Europe.
I so wish that were true - look up "catch and release" in many states, not only blue led but mostly, especially in SF, LA, SEA, NYC.
This is the investing reddit. Would be helpful if someone could provide any evidence? Can show you plenty of companies saying they absorbed it and/or it was paid for by factories in SEA
Turn out firing all the federal government employees that against your delulu idea won't help anyone with GDP huh. Shitty Nikkei gonna drop with this shit again. Fuck it full port Latinx, SEA, Europeans, and British. Might as well throw China in.
Yes, the geopolitical eliminate is that since Trump 1, the US rhetoric, is reduced reliance China. Their response is reduce reliance on US. Common sense. Such a non-story. US will find cheaper manufacturing in SEA, China will find other consumer markets to export to.
Brazil is commodities. Japan is unusual but true. Singapore (and all of SEA) have also done unusually well. Huge value rotation too.
For now, maybe seek out a financial adviser from Fidelity or Vanguard: https://www.fidelity.com/go/join-fidelity-investments?imm_pid=93736510295&immid=100742_SEA&imm_eid=ep32516600&utm_source=MICROSOFT&utm_medium=paid_search&utm_account_id=7335757735&utm_campaign=BRD&utm_content=93736510295&utm_term=fidelity&utm_campaign_id=100742&utm_id=9224498353&gclsrc=ds&gad_source=7&gad_campaignid=9224498353 https://investor.vanguard.com/?cmpgn=BR:PS:XX:BR:20250128:BG:CROSS:LB~Brand_VN~BG_KC~BD_PR~EVGRN_UN~Keyword_MT~Exact_AT~None_EX~None:NONE:NONE:NONE:KW:NavAlone&gclsrc=ds&gad_source=7&gad_campaignid=20518003806
What SEA countries have best growth? (Aside from taiwan/korea/japan if you include those)
Mfw your portfolio is carried by a bunch of Latinxs, Europeans, and SEA. I only keep USA stock for snacks money at this point lmao.
SEA field goal kicker is the MVP
This is why I had SEA def and Myers in Fantasy...🤓
I’m considering dropping $500 on SEA ML using HOOD’s prediction market. Is this the top?
Isn’t it bad everywhere in SEA?
No I live in SEA. Assumed you were talking about the market people care about my b
So just to correct - the down tick from Sept to October in users and AUM was them closing down accounts with less than a certain amount invested and no activity for a while. Forget the exact numbers right now but that's what it was. It'll keep growing in December 99% because they're growing UK, EU, and SEA pretty quickly since they started offering US tokenized stocks there in Oct. Their prediction market is going to grow in December and then peaked most likely in Jan with a slight decline in Feb (Superbowl). There won't be a decline for long due to March madness in March and April and then we go right into NBA playoffs and then right after that we have the FIFA world cup in American soil. The only down month I see this year is July/August tbh, but by then they'll have their own miax exchange for it so while contracts traded will be down their profit per contract will be up. They're also expanding their credit card (it's up to 600k I think by the end of Jan) and they're opening up banking for gold members which I know I'll be moving to personally. Finally (for my bull case here), they believe they're going to win being the trustees for the trump accounts and if that does come to fruition that's going to be insane growth. I wouldn't bet on the stock just because of this but I expect there's a decently large chance of winning it and if they do win that'll be a huge boost. I'm buying personally - I expect an EPS of 3.2 for 2026 and of they can sustain the growth they've got (which I believe they can) then that'll warrant at the very least a 35 PE ratio in my eyes which brings it above 100. Until growth stagnates they're still considered a growth stock in my eyes and they've got a lot of runway left.
If you have around 250k and you are certain you can pull 10% out of stocks every year, you can retire in SEA already. Life is cheap there.
I could literally buy a middle-class house in SEA with the losses u have. crazy.
I like your picks. Do you have geographical proximity to SEA / China or are you looking at China from across the ocean? It's a very interesting market for me personally.
Its 7pm already here in SEA 😒 so must be like 8pm in china
No, easier way is to move to SEA and sell your services as a mercenary. Then actually you no losses if you think about it.
Not just Europe too, SEA countries are moving away because of all these tariffs
Pretty much people don't realize that even if factories move back to America, they'll probably be largely automated. The thing is a worker in SEA is cheaper than the upfront cost and maintenance on a robot. Can't say the same about an American.
Tourists will always be a huge part of the SEA market place
Had to take that NE & SEA parlay
SEA consists of multiple countries with different cost of living. You can't generalize like that.
you want more like 3-5k/month long term for nice life for retirement in SEA. (i'm wageslaving through my wfh job from there)
dominant in SEA but unless the narrative shifts (they;ve figured out how to acquire customers without incinerating money), it's going to be bouncing around for the foreseeable future. Also they still face stiff competition from Gojek down south and Didi up north. Matter of time before Didi comes to SEA.
Nobody uses facebook anymore, except maybe in SEA and nobody cares about FB messenger. What's app was bought because of the 2-3 bln users. Profiling these users and connecting their and connecting them with their FB and insta advertising IDs has immense value in targeted ads. Also, they make plenty money besides that. > Revenue has surged from about $443 million in 2018 to over $1.3 billion in 2023, fueled by WhatsApp Business, click-to-message ads, and WhatsApp Pay.
The OP specifically mentioned China which is why I commented on it. The investable world, as I see it, is four distinct regions. 1. US 2. Developed ex-US (Canada, Europe, Japan, Korea, Australia) 3. China 4. Emerging Markets ex-China (LATAM, SEA/Taiwan, MENA, South Africa, India) But generally speaking if we’re talking about stability, emerging markets aren’t going to be in the same class as developed markets. That’s why I mentioned Canada/Europe/Japan and then had a little piece on China separately since OP mentioned it.
Have you been able to use both? I was able to see many of the chinese EV while overseas in SEA xpeng, byd etc. They were impressive. The interface didnt look as polished but i didn't have a chance to drive and use FSD on any of them.
Sure but Meta has been trying to monetize it for over 10 years and haven't found a good way. They've even toyed with subscriptions and enterprise level subscriptions but can't figure it out. Until then, it literally only accounts for like 2% of revenue. You are right about the international thing. Facebook is actually still dominant in SEA, India and South America. It's almost at WeChat levels in these markets and a primary driver of DAU growth. Meta has the eyes and the users. It just needs to figure out how to monetize it. Sandberg made the pivot to ads which took Facebook from a startup to a top 5 company. Now Meta needs to figure out the next step to maintain their global dominance. Metaverse was actually a good gamble. If it succeeded it would have secured their future as THE platform and they would have looked like geniuses. They have the coffers to make these high risk/high reward plays.
This. I'm an expat living in SEA. America looks like pre-war Nazi Germany right now. You think that's hyperbole. The optics coming out of the US are fucking horrendous.
The benefits from AI dwarf every other technology in terms of benefiting society. The only thing I can think of being in the same ballpark is probably the wheel. We will get there. I am American but only live in the US half time. The US will have the tough time getting to things being distributed more equally but they will get there. The US will have a harder time because Americans my age were drilled for most of our lives that socialism is evil. But there is zero doubt in my mind that we will have to move to something closer to socialism for all of it to work. It will be pretty incredible once we get through the period of time it takes to adapt to our new world. It will be a far better place for the planet, happiness, and things like food and power will be plentiful. I am excited to see it. But I did well prepare for the period of time it takes to get there. The other half I live in SEA and most Thailand it will be far easier in this part of the world to adapt.
It will literally unite all of Europe against the US You already have half of Latin America against you as well as China. SEA pretty much the same. Right now everyone plays nice because they have to. Plus all the EU has to do is stop trading in dollars to collapse the economy I don’t think Americans will be happy when their money is worth nothing overnight. Then add the chaos that is already going on… It better not get to that point because it will be the end of everyone
While the users growth & DAUs in US/EU might be slowing, you are completely ignoring the fact that it has about 3+ billion DAUs. Dont forget that they still own instagram & whatsapp. In SEA particularly, meta basically had us by the balls, every tom, dick and harry is on at least 1 of meta products or even extremely common to be on multiple of meta products. It is like the infrastructure for everything here. Political regimes, businesses traffic, media & influencers narrative in SEA is literally gained & lost on meta products. I am definitely buying at this level. Besides, whatsapp hasnt even fully monetise yet, if you take a look at wechat you would understand how much growth engine whatsapp will be in the future. Cant vouch for llm & VR products though as it has never been my interest
China has made an incredible amount of investment in central and south America over the past two decades (as well as SEA, Africa, etc). Wouldn’t be surprised if they funded something here that we will only learn about years down the line.
Cool, that has nothing to do with what's going on in SEA currently though!
Suggesting he goes to Pakistan is pretty funny. He could go to SEA though and live like a king. In more ways than one.
It's perfectly understandable, not sure what you're talking about. Wrong, but common with ME / SA / SEA
As a local, the only 2 SG headquartered companies listed in NY that anyone should consider are SEA Ltd and Grab the rest are just dubious and P&D
They aint in India?! They are in SEA region!
Kraken is Leader in underwater also involved in Military and got Lot Orders from Nato and so on. Rocketlab will still grow a Lot and other space Stocks also. SEA ADR is amazon in south east asia with many Young fellows. Meta will still have great Future and Same Alphabet. Xctract i mentioned before. Axon Enterprise IS doing Always great Just lower know BCS of tariffs of Trump Administration
Kraken Robotics, Rocket Lab, Axon Enterprise Xtract One Technologies, SEA ADR, Alphabet
Futu is a better buy at this point. Basically everyone i know from SEA uses moomoo
If Chinese cars ever come to the US you can say goodbye to the big 3. Overseas they are everywhere in SA and SEA.
Once you get up to mid-range, shockingly little is made in China. Mostly Taiwan & SEA. Some really high end stuff in Europe & Japan, like you said. The point is that I'm paying like $45 in tariffs & currency exchange that I would not have had to pay if not for mangoretard's bullshit. Adds a lot of insult to injury when the part is only worth $50 to begin with & I am already paying more than the part's value in shipping. And there is a decent chance that the part is out of stock in the US because of tariffs...
What do you want someone to suggest? An overweight European index? An overweight SEA index? You can easily do that yourself. As has been pointed out to you that’s not truly an “all world index.”
I'm going to keep mentioning Sea Limited. Anything can happen in a one year timeframe, but I believe SE could triple in 2026. Emerging markets ex-China could be a popular investment theme, and I think that'll mostly be LATAM and SEA since that's where the interesting EM companies are (again, ex-China). I expect EPS to come in around $5 which would require a trailing P/E of 75x to support a $375 share price. That sounds lofty, but I expect 2027 EPS expectations to be in the $8.50-$9 range so a forward multiple of \~40-44x isn't too crazy for a company growing EPS at the pace Sea is. If sentiment shifts and EM growth stocks come into favor, it could happen. I give it a \~15-20% chance.
These are all just narratives that you've created that likely don't match reality for the 700 million people in the region. If this is all true, why are sales growing so quickly and why are margins improving so drastically? Also, you didn't even provide a rebuttal to the fact that Shoppee is actually *more* dominant in SEA than Amazon is in the US.
Basically correct. Add the industrialization of China and SEA to that mix and you’ve got way more people making some money that dramatically dilutes Americans global share. Hell by the 1980s Japan had shot all the way back to the #2 economy by GDP and that’s after we nuked em a couple times 40 years prior
OK, I'll clarify. I have covered the retail industry throughout Southeast Asia, including Thailand, Malaysia, the Philippines, and Indonesia, for a decade. I am regularly surveying buyers and sellers on Shopee (and other platforms) in these countries every year. The thing that stands out to me is that nobody actually **loves** Shopee. Sellers use it only grudgingly because the platform fees eat heavily into their margins. They do it anyway because it is the biggest player in town. Buyers use it for the coupons and because they can find products cheaper on Shopee than they can in bricks-and-mortar retail. But the user experience for buyers is crappy. Buyers spend lots of time filtering out scam listings, unreliable sellers, and then have to deal with shitty logistics providers (ShopeeExpress). You don't necessarily know what you are going to get, you're not sure if it'll arrive in good condition (if at all), and if it goes wrong, you're not sure if you're going to get your money back. All these issues mean that customers de-risk their purchases by buying cheap products that they can afford to lose, which doesn't help SEA's revenues. Then, if customers find a seller that they trust, they negotiate with the seller directly for discounts, which the seller grants to avoid paying platform fees. Of course, this is a problem common to all platforms, but Southeast Asian consumers are more price-conscious, so will tend to be more fickle.
You just cited a bunch of comments. But I also saw an article that compared SEA vs GRAB or BABA where there pe is much higher than their competitors. I have a bunch of stocks from them and am down since I bought a bunch during COVID. I think they have potential that’s why I’m holding but not sure if I agree with trillion dollar potential. They had to leave a bunch of big Latin American markets and Europe completely so im not sure if they have a solid expansion policy since they did it twice for Mexico and Argentina. They seem to have solid footing in Brazil though
Their conflict won't end because the scam centers are the reason why they started beefing in the first place. The previous Thai PM turned a blind eye and got caught fraternizing with the enemy leader on a phone call, which led to her ousting and someone from the opposite faction taking over. The current PM is a nationalist hawk who hates everyone in SEA, plus he got direct support from Thai Crown since they didn't like Cambodians operating in Thailand to kidnap people and hurting tourism.
There are a few survey reports going around that show fear and excitement about AI by country. China,SEA and LatAm are all more pro-AI than the US and Europe There are some method issues with this sort of work but still interesting
SEA here. I go to GUA quarterly for medical and dental, et al. Cheaper than flying into PSP these days.
just because your feed is dead doesn't mean Facebook is dead. ATH users and DAU. growth slowing but still growing like 2% YoY. Huge markets in Asia with sky high engagement (it's basically the browser for SEA). True regard take here. Calls on Meta.
I saw this one guy from SEA say he doesn’t invest in NA markets because there’s like a 0.9% fee, so he sticks to companies in SEA which grow slowly or not at all lol
Yeah I think the cleansers themselves are likely not graduates most of the time. The ones I see at work are likely SEA migrants, and here being a cleaner is a better life than back home.
Ubers are crazy cheap in California. Downtown SF to SFO costed me $25. The same exact distance from downtown Seattle to SEA runs $60-100.
same in SEA, cant studying with GPT as well, puts on cloudfare man
Would’ve taken .2$ to make it in SEA
BRUH US STRIKES ANOTHER ALLEGED DRUG BOAT IN CARIBBEAN SEA - CBS[](https://x.com/DeItaone/status/1989012523669159982)
I choose to bet against SEA by investing in a regional player Coupang.
SEA owns Shopee which does well in south east Asia but don’t compare it to Alibaba lol Shopee faces stuff competition from Amazon, Lazada etc the golden days of growth are far over. They did very well during Covid not anymore
Lazada has died off lol. Shopee is now the leading e-commerce for SEA, by a huge margin too.