SE & GRAB – On Growth Watchlist as Potential Winners in the Tariff Storm
$Sea Ltd(SE)$ $Grab Holdings(GRAB)$ – On Growth Watchlist as Potential Winners in the Tariff Storm
These two 2024 growth stock darlings might actually be viewed as defensive plays going forward, given their lack of direct exposure to US, and (minimal China trade for SE) and the fact that all their revenue is generated within Southeast Asia
Q1'24 Earnngs Date:
SE: 20/5
GRAB: 15/5
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1-Month Relative Strength (sorted) for my 15 Liquid watchlist
$Palantir Technologies Inc.(PLTR)$ $Netflix(NFLX)$ $Microsoft(MSFT)$ $Robinhood(HOOD)$ $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $NVIDIA(NVDA)$ $Coinbase Global, Inc.(COIN)$ $Meta Platforms, Inc.(META)$ $Strategy(MSTR)$ $Amazon.com(AMZN)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Apple(AAPL)$ $Advanced Micro Devices(AMD)$ $Alibaba(BABA)$
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