SE Sea Ltd - ADR

$SE Entering AI cloud business without any upfront CAPEX - HUGE NEWS!! Will only build infrastructure with customer deposits. Monee IPO could be 3 years away and Sea likely to retain majority ownership. Beautiful. Let’s go $100!!

$SE SEA LIMITED Results are pretty good honestly. Keep buying back shares. - Revenue: $8.58B, beating expectations of $8.05B 🟢 - EPS: $0.78, missing expectations of $0.79 🔴 - Adj EBITDA: $931.3M (+28.9% YoY) - Net Income: $502.5M (+34% YoY) - GMV: $39.7B (+23.3% YoY) - Adjusted EBITDA: $269.2M (+44.7% YoY) - Adjusted EBITDA: $298.3M (+15.5% YoY) - Bookings: $890.0M (+5.9% YoY) Key Updates: - Share Repurchases: 11.1M shares for $997.2M - New Authorization: $1.0B, without expiration

$SE This is going massively green today. 1.5x revenue (near record low) for 43% growth and an incoming, capex-light AI cloud business. What an opportunity

$SE Big wash out at the close. Ultimately: - 1.5x revenue - 43% revenue growth - A capex-light AI cloud business incoming - No Monee IPO for around 3 years, and Sea will retain majority ownership I’m as bullish as can be.

$SE I’m not blaming the company when it posts 43% YOY revenue growth and 32% YOY EPS growth. Nothing seems to be good enough for the analysts and market. Show me an analyst that has been right about stock valuations anyways. They chase the current price up, and they chase the current price down.

$SE this will trade at 1x sales in a moment. Crazy cheap. Let’s do red to green. Oil should keep dropping.

$SE If this support level holds tomorrow, we could see a massive bounce, especially if overall market sentiment starts to shift. A new all-time high by the end of the decade is definitely possible. Run Forrest!

$SE results keep going up and to the right... ~40% YOY GMV Shopee growth, YOY ~60% Monee growth, but some say dead money? Lol. On what basis? Technicals have certainly sucked but will eventually catch up to results. At a 1.5x P/S, this company is valued as a flat growth grocery store with thin margins. This company continues to be an enigma in the market lol. How much more does management have to kill it before reflected in the stock price? I'm willing to wait.

The monthly $SE chart looks EXCELLENT for dated calls or common shares! Holding the marked support area and the supporting trendline, a true confirmation of strength would be at a break of $91

$SE what are my best chances of turning 10k into 200k on leap options right now? That’s $SE

$SE I am reposting the chart I am looking at on daily for potential entry ,. ie a close above 67$ if 65$ revisited. Alternatively, a drop below 71$ with a close above 75.9$ on weekly would also get me long.

$SE I have the craziest trade here on this! I need this to run up to 100 in the next two weeks

$SE Revenue increased 43.4% year over year. Net income increased 34% to $502.5 million. Gross profit increased 51.4%. Shopee revenue grew 40.9%. Monee revenue grew 63.9%. Garena revenue grew 28.6%.

$SE monee performance is crazy! Going to replace Garena as cash cow really fast! Shopee Margins Core marketplace revenue, mainly consisting of transaction-based fees and advertising revenues, was up 50.6% year-on-year to US$4.6 billion. - High Margin Segments also on fire🤙

$SE These are actually pretty good results. Overreaction after this much of drop already is a great time to add

$SE Stock has been beaten down just like $APP was. May it rise like a phoenix post earnings just like APP. Give me a 25-40% face ripper!

$SE Was able to add more at $72 in pre-market The earnings were great besides the EPS. Short term pain for long term gain in my opinion. I think the stock price is ready to start moving up throughout quarter. Dalio and Drukenmiller own this too and are 2 of the best investors out there.

$SE Shopee revenue grew 40.9%. Southeast Asian e-commerce still has plenty of room to run.

$SE Picked up some SE. Gamm wall at 70, many gaps on the upside to fill. Target 110-120. GL

$SE loaded heavy on below 75 too cheap to ignore even the market is garbage, but let's see and GL tomorrow. LT is looking good