SE_super_bull

a) You are not bullish enough
b) not financial advice
c) DM me good eCommerce post!

[SE_super_bull @e_commerce_king]

People are asking me, who should I follow.

Well, I’m not actually an analyst, I’m just a $SE lover.

I personally will recommend to follow:
@the_zack_zhu
@SleepWellTrung
@GabGrowth

For much deeper analysis! Have a nice day doing research on $SE!

[SE_super_bull @e_commerce_king]

New collaboration with $META Instagram! You are not bullish enough $SE!

[SE_super_bull @e_commerce_king]

Finally! $SE +6.78% closing at $102, waited for this today for so long!

You are not bullish enough!

[Marcelo Barzotto @MarceloBarzotto]

@Ksvane @CapexAndChill I don't know what you meant by that, but here in Brazil, Shopee delivery drivers already earn more than the average person. I live in the south, which is the most developed region, and the number of people working exclusively as Shopee delivery drivers is growing.

[SE_super_bull @e_commerce_king]

It’s kind of weird that most of the reports just ignore the existence of Shopee. Or assume they are shrinking or flat in market share.

A reminder: according to $SE annual report, its revenue grew 70% in LATAM in 2025. If exclude Garena, Shopee probably grew 80% in Brazil. And is now profitable.

[Marcelo Barzotto @MarceloBarzotto]

@CapexAndChill Here in Brazil, I can tell you that neither of them is growing as much as the Asian platforms Shopee, Shen, and now TikTok Shopping. Forget about this rivalry between Meli and Amazon—it doesn't exist in Brazil.

[SE_super_bull @e_commerce_king]

@Sai_invst_jrnl 100% I believe in Forrest!

[Sai @Sai_invst_jrnl]

$SE "Shopee, a shopping app in southeast Asia, is huge and retains users better than Amazon!"

Looks like Shopee has higher DAU than Amazon.
Wow! I did not know this

[Five Points Capital @fivepointscap]

Hey everyone, I decided to launch a substack. I plan to write market commentary, "deep dives" on individual stocks, build models, and discuss my investing process.

Here's the first piece. It's a 3min read on the state of the market. Check it out!

https://t.co/F6d2eRiFG3

[Zack Zhu @the_zack_zhu]

Sea Limited $SE and OpenAI today (6/22) announced the signing of a new strategic partnership to drive AI adoption and innovation across Southeast Asia and Brazil.

Building on the companies’ deepening relationship, the agreement will focus on driving innovation in AI-powered e-commerce across key markets, expanding access to products like ChatGPT to more Shopee users and sellers, and accelerating Sea’s efforts to further engage builders with Codex.
-
Now you can access Shopee Through ChatGPT! Although it seems that my account still can't access it.

[SE_super_bull @e_commerce_king]

Another part that $MELI investors didn't realized is that $SE Shopee Brazil is now the biggest platform logistic provider.

Shopee Brazil now has the No1.
a) active buyers & users
b) most order count
c) largest footprint in last mile delivery

and it's EBITDA profitable and growing twice as fast in 2025.

[Zack Zhu @the_zack_zhu]

The commonly cited $MELI logistics numbers are being misread.

a) The ~96% figure refers to shipments handled through Mercado Libre’s managed logistics network, not shipments delivered by Mercado Libre’s own fleet.

“Managed” includes deliveries handled by third-party logistics partners within Mercado Envios. ( e.g. parcels send by J&T express and etc. ) The remaining ~4% are deliveries outside the managed network.

b) The 76% figure refers to “FAST Shipments” delivered within 48 hours, not all orders. A very decent amount of orders are not fast shipments. So the 76% metric should not be applied to the entire order base.

Especially after the free shipping push that put more emphasis on slow shipping. The average delivery speed has degraded significantly ever since.

-
In Q1 2025, MELI did say 52% of the shipments were shipped same day or next day. So probably the “fast shipping” order share is around 60% of overall orders.

[The Future Investors @ftr_investors]

$SE Sea is quietly testing Migoo, its new AI chatbot similar to ChatGPT, in the U.S. The move marks Sea's expansion beyond Shopee and Garena into consumer AI, creating a potential new growth avenue for the company 🤖🇺🇸

[Five Points Capital @fivepointscap]

$SE just printed 47% revenue growth and the stock is still getting no respect.

They’re a major AI beneficiary, the fundamentals are accelerating, the moat is getting deeper. I’m going to continue to focus on the business rather than the stock.

It’s only a matter of time before the market wakes up. And when it does, the stock will be $200+

[Antonio Cádiz @AparicioCadiz]

Sea Limited $SE ha sufrido la caída más absurda del mundo, con sus ingresos creciendo a casi el 50% anual, siendo líder dentro de mercados emergentes con grandísimo potencial. Que esto no esté como mínimo a 200$ es un absurdo, por eso compré opciones call para 2027 y 2028 a 160 (2027), 160, 165, 200 dólares (2028) para complementar mis acciones.

[Gab @GabGrowth]

I don’t do shoutouts often but in light of recent events, I thought it would be great to highlight some accounts who I trust and would recommend to you:

@TacticzH
@the_zack_zhu
@SixSigmaCapital
@TheRayMyers
@mkfilko
@InvestingVisual
@em013L
@DrewCohenMoney
@wolfofharcourt
@mvcinvesting

[Five Points Capital @fivepointscap]

Hey guys, dropping my link for StockAnalysis. Doing this because it’s the research platform I use everyday and I genuinely love the product.

The Pro version is only $79/yr and there’s a 60-day money back guarantee. Check it out, I think you’ll like it. 10% off code below!

[Gab @GabGrowth]

$SE

While e-commerce has continued to see relatively strong growth across Southeast Asia in the past 3 years, +15%, +12%, +23%.

This has been in-spite of Indonesia, which has grown at just +4%, +5%, +2%.

If Indonesia (which presents ~40% of SEA GMV) picks up, it could fuel the next leg of growth.

[Five Points Capital @fivepointscap]

$SE $META $MELI

[Zack Zhu @the_zack_zhu]

Also $SE Shopee Food only operates in four Southeast Asia countries. So if calculate the weight average market share, Shopee market share is near 20%! versus $GRAB's 50%.

In the places where ShopeeFood are not operating. (aka. Singapore and Philippines.) $GRAB market share is much higher and are continue trending up.

[Gab @GabGrowth]

$SE Shopee remains the clear e-commerce leader in the region, and interestingly, despite TTS growing from 4.2% to 34.2% in 3 years, Shopee market share is up (!)

The real losers are everyone else. The two of them are forming a duopoly.