To The Moon

$Sea Ltd(SE)$  hellooo

$Sea Ltd(SE)$   Sea’s 16% Drop: Panic… or the Setup for the Next Rally? 🌊📉 The market punished Sea Limited after earnings. • Stock plunged 16% • EPS $0.63 vs $0.80 expected • Investors immediately hit the sell button Yet beneath the headline miss, something interesting is happening. Because the fundamentals of Sea’s ecosystem are still accelerating. So the real question isn’t whether the quarter was perfect. It’s whether the selloff is an overreaction. ⸻ 1️⃣ The Market Is Reacting to One Thing: Profit Expectations Let’s be clear about why the stock dropped. It wasn’t revenue. Sea reported $6.9B in revenue, up 38.4% YoY — a growth rate most tech companies would dream of. The problem? Margins. Rising costs from e-c

$Sea Ltd(SE)$   This downturn should not be easily reduced to market panic, which is actually redefining the company from a simple tech e-commerce to a complex of e-commerce plus finance plus a game. Credit risk is always deceptive, and the large and rapidly growing denominator will instantly dilute the current bad debt rate, creating a false prosperity of good asset quality. High-growth credit books often reveal their true vulnerability only when the macro economy weakens or when risk-control models encounter stress tests. Once bad debts emerge, profit fluctuations will be multiplied. For the coming few quarters , we should observation will inevitably focus on whether Shopee's subsidized marketing strength has risen again, and whether Mon

$Sea Ltd(SE)$   During the Q&A session of the conference call , the harsh realities hidden behind the rhetoric begin to emerge one by one. When Monee's amazing growth was explained by Tony Hou, the whole system's variation was nowhere to be hidden. He acknowledged that the expansion of loan size stemmed from a fundamental shift in strategy, and that the company would shift its customer acquisition approach from the strict whitelist system to a more relaxed "All can apply" model, and gradually extended SPayLater and personal cash loans to markets.

 #SEA’s 16% Drop — Don’t Panic, BLINKs! The Comeback Stage Is Coming 🎤🖤💖 ⸻ 1. The Market Reaction: When the Crowd Panics 😱📉 The latest earnings from Sea Limited caused quite a dramatic reaction in the market. Despite delivering strong revenue of US$6.9 billion, up 38.4% year-over-year, the company reported EPS of $0.63, missing expectations of $0.80. And just like a concert crowd that suddenly hears a wrong note, investors panicked. The stock plunged more than 16% after the announcement. 📉 But sometimes markets behave like overly emotional fans. One small mistake and suddenly everyone screams “It’s over!” even though the performance is still amazing. In reality, the fundamentals behind Sea’s ecosystem are still strong. ⸻ 2. Why I Bought Sea at $85.71 💸🛒 When the stock dropped sharply,

$Broadcom(AVGO)$ earnings beat expectations. Broadcom is a global technology company that designs and supplies semiconductor and infrastructure software solutions that are foundational to modern cloud, enterprise, and telecom networks. Broadcom’s strategic position in AI infrastructure is another major competitive advantage for the company. The company is emerging as a core supplier in the global AI build-out. Its custom AI accelerators and systems are co-developed with leading hyperscalers, while its high speed Ethernet switches, routers, and optical components form the fabric connecting large AI clusters. This gives Broadcom exposure to several structural growth drivers at once: AI compute, high-bandwidth networking, and the migration of AI infrastructure toward Ethernet based fabrics. T

$Sea Ltd(SE)$  Post-earnings plunged reflects immediate disappointment over an earnings miss and cautious 2026 guidance, I view the sell-off as an "overreaction" that creates an attractive entry point for long-term investors. 🚀🚀🚀

$Sea Ltd(SE)$ Buckle up, investors! Sea Limited just dropped a bombshell Q4 2025 earnings report that's got the stock reeling—but is this dip your ticket to massive gains? 😲 With shares tumbling to around $75 after a 16%+ plunge, we're diving deep into the numbers, the "Golden Trio" resilience, and whether Sea's ecosystem can sail through e-commerce storms. Spoiler: This might be the buy signal you've been waiting for! 🚀 First off, the headlines scream drama: Revenue smashed expectations at a whopping $6.9 billion, surging 38.4% year-over-year. That's no small feat in a cutthroat tech world! 📈 But the EPS? Ouch—it clocked in at $0.63, falling short of the $0.80 whisper number. Net income still rocketed 72.9% to $410.9 million, and adjusted EBITDA cl

$Sea Ltd(SE)$  will find support at this price 

 🌟🌟🌟The Fire Horse market of March 2026 saw SEA $Sea Ltd(SE)$  deep blue dip of 16% may just be the buoyancy needed for a lunar launch.  While the "Voting Machine" of the market panicked over a bottom line miss, the "Weighing Machine" is currently building a high speed fortress that looks more like a launchpad than a shipwreck. SEA's Earnings Paradox: Massive Growth But Heavy Investment Sea Ltd delivered an earnings report that was "Good but Expensive" illustrating the price of total market dominance. The Revenue Surge:  Sea delivered a massive USD 6.9 billion in revenue, up 38.4% YoY, beating consensus estimates. The EPS Sinkhole:  Sea's bottom line was the culprit.  Sea reported an EPS o

$Sea Ltd(SE)$  EPS performance is actually not bad if we look at full year results but PE Ratio is too high in the current very volatile environment. Even for a gung-ho investor there are better alternatives to choose from. 

$Sea Ltd(SE)$   1.1.1

$Sea Ltd(SE)$  Each time the trend tries to be bullish, the bears roar back in return [Facepalm]   @Eruditionboy  @HarimauSteve  @HENRYS CAT  @010leo  @Gironkids  @Subramanyan  @Tiger_Merch  @Success88  @Much

$SE 20260320 80.0 PUT$  

$Sea Ltd(SE)$ $Sea Ltd(SE)$  should bounce from here

$Sea Ltd(SE)$ $Sea Ltd(SE)$  [Happy]  

$Sea Ltd(SE)$  will buy at 20

How is SEA Limited Doing this Quarter  $Sea Ltd(SE)$   Sea Limited (SE) is experiencing significant negative pressure following its Q4 2025 earnings report, with the stock down 24.16% to $79.79 as of March 3, 2026, despite beating revenue expectations but facing concerns about high costs overshadowing the quarterly performance. Current Performance Analysis: The stock has experienced a dramatic decline, dropping from $105.21 on March 2 to $79.79 on March 3, representing a 24.16% single-day loss 2. This follows a broader downward trend from its 52-week high of $199.30 to its current level near the 52-week low of $77.05. The trading volume of 14.24 million shares indicates heightened investor activity amid the s

$Sea Ltd(SE)$  lol... Gone case 

$Sea Ltd(SE)$  Under the sea already  🫠🫠🫠🌊🌊🌊

 🌟🌟🌟The Fire Horse market of March 2026 saw SEA $Sea Ltd(SE)$  deep blue dip of 16% may just be the buoyancy needed for a lunar launch.  While the "Voting Machine" of the market panicked over a bottom line miss, the "Weighing Machine" is currently building a high speed fortress that looks more like a launchpad than a shipwreck. SEA's Earnings Paradox: Massive Growth But Heavy Investment Sea Ltd delivered an earnings report that was "Good but Expensive" illustrating the price of total market dominance. The Revenue Surge:  Sea delivered a massive USD 6.9 billion in revenue, up 38.4% YoY, beating consensus estimates. The EPS Sinkhole:  Sea's bottom line was the culprit.  Sea reported an EPS o

 #SEA’s 16% Drop — Don’t Panic, BLINKs! The Comeback Stage Is Coming 🎤🖤💖 ⸻ 1. The Market Reaction: When the Crowd Panics 😱📉 The latest earnings from Sea Limited caused quite a dramatic reaction in the market. Despite delivering strong revenue of US$6.9 billion, up 38.4% year-over-year, the company reported EPS of $0.63, missing expectations of $0.80. And just like a concert crowd that suddenly hears a wrong note, investors panicked. The stock plunged more than 16% after the announcement. 📉 But sometimes markets behave like overly emotional fans. One small mistake and suddenly everyone screams “It’s over!” even though the performance is still amazing. In reality, the fundamentals behind Sea’s ecosystem are still strong. ⸻ 2. Why I Bought Sea at $85.71 💸🛒 When the stock dropped sharply,

$Sea Ltd(SE)$   Sea’s 16% Drop: Panic… or the Setup for the Next Rally? 🌊📉 The market punished Sea Limited after earnings. • Stock plunged 16% • EPS $0.63 vs $0.80 expected • Investors immediately hit the sell button Yet beneath the headline miss, something interesting is happening. Because the fundamentals of Sea’s ecosystem are still accelerating. So the real question isn’t whether the quarter was perfect. It’s whether the selloff is an overreaction. ⸻ 1️⃣ The Market Is Reacting to One Thing: Profit Expectations Let’s be clear about why the stock dropped. It wasn’t revenue. Sea reported $6.9B in revenue, up 38.4% YoY — a growth rate most tech companies would dream of. The problem? Margins. Rising costs from e-c

$Sea Ltd(SE)$ Buckle up, investors! Sea Limited just dropped a bombshell Q4 2025 earnings report that's got the stock reeling—but is this dip your ticket to massive gains? 😲 With shares tumbling to around $75 after a 16%+ plunge, we're diving deep into the numbers, the "Golden Trio" resilience, and whether Sea's ecosystem can sail through e-commerce storms. Spoiler: This might be the buy signal you've been waiting for! 🚀 First off, the headlines scream drama: Revenue smashed expectations at a whopping $6.9 billion, surging 38.4% year-over-year. That's no small feat in a cutthroat tech world! 📈 But the EPS? Ouch—it clocked in at $0.63, falling short of the $0.80 whisper number. Net income still rocketed 72.9% to $410.9 million, and adjusted EBITDA cl

😜 Hi Tigers, We invite you to take a closer look at the key earnings reports and major market themes to watch this week. In this post, we have highlighted the key stocks to monitor regarding AI demand, China's consumption recovery, retail tariff impacts, and software SaaS resilience ahead of their upcoming earnings. Before we dive in, check out our related weekly insights: 🎁 Weekly Higher EPS Estimates: AVGO, COST, PBR, CRWD, MRVL & More https://ttm.financial/post/538199744599576 🎁 Capturing Top 10 Ex_dividend: PIPR, GS, LMT, MCD, CI... https://ttm.financial/post/538208507041384 Now, let's dive into the core market themes and key earnings reports you need to watch this week

Southeast Asian technology group Sea Limited is set to report quarterly results before the market opens on March 3, with investors closely watching the balance between growth and profitability across its e-commerce, gaming and digital financial services units. Ahead of the release, the options market is signaling expectations of sharp price swings, offering traders opportunities — and elevated risks — in a high-volatility environment. I. Earnings Preview: Key Themes and Market Expectations Consensus estimates for the quarter: Revenue: about $6.45 billion, up roughly 39.5% year-on-year Earnings per share (EPS): about $0.616, up 41.6% EBIT: about $477 million, up 88.5% What investors are watching E-commerce (Shopee) Can order volumes and gross merchandise value (GMV) sustain momentum amid in

How is SEA Limited Doing this Quarter  $Sea Ltd(SE)$   Sea Limited (SE) is experiencing significant negative pressure following its Q4 2025 earnings report, with the stock down 24.16% to $79.79 as of March 3, 2026, despite beating revenue expectations but facing concerns about high costs overshadowing the quarterly performance. Current Performance Analysis: The stock has experienced a dramatic decline, dropping from $105.21 on March 2 to $79.79 on March 3, representing a 24.16% single-day loss 2. This follows a broader downward trend from its 52-week high of $199.30 to its current level near the 52-week low of $77.05. The trading volume of 14.24 million shares indicates heightened investor activity amid the s

$Broadcom(AVGO)$ earnings beat expectations. Broadcom is a global technology company that designs and supplies semiconductor and infrastructure software solutions that are foundational to modern cloud, enterprise, and telecom networks. Broadcom’s strategic position in AI infrastructure is another major competitive advantage for the company. The company is emerging as a core supplier in the global AI build-out. Its custom AI accelerators and systems are co-developed with leading hyperscalers, while its high speed Ethernet switches, routers, and optical components form the fabric connecting large AI clusters. This gives Broadcom exposure to several structural growth drivers at once: AI compute, high-bandwidth networking, and the migration of AI infrastructure toward Ethernet based fabrics. T

$Sea Ltd(SE)$   This downturn should not be easily reduced to market panic, which is actually redefining the company from a simple tech e-commerce to a complex of e-commerce plus finance plus a game. Credit risk is always deceptive, and the large and rapidly growing denominator will instantly dilute the current bad debt rate, creating a false prosperity of good asset quality. High-growth credit books often reveal their true vulnerability only when the macro economy weakens or when risk-control models encounter stress tests. Once bad debts emerge, profit fluctuations will be multiplied. For the coming few quarters , we should observation will inevitably focus on whether Shopee's subsidized marketing strength has risen again, and whether Mon

$Sea Ltd(SE)$   During the Q&A session of the conference call , the harsh realities hidden behind the rhetoric begin to emerge one by one. When Monee's amazing growth was explained by Tony Hou, the whole system's variation was nowhere to be hidden. He acknowledged that the expansion of loan size stemmed from a fundamental shift in strategy, and that the company would shift its customer acquisition approach from the strict whitelist system to a more relaxed "All can apply" model, and gradually extended SPayLater and personal cash loans to markets.

$Sea Ltd(SE)$  hellooo

$Sea Ltd(SE)$  just did cardio. Let’s see if it cools down or continue running downhill. Panic is instant, clarity takes time. The stock slipped after EPS missed expectations despite revenue beating estimates, showing demand is still strong in Shopee, SeaMoney & Garena. I’m watching for stabilisation. Long term, Google AI integration and SEA expansion could be long term catalysts, even if the short term sentiment stays weak. Volatility resets expectations, but it doesn’t erase fundamentals overnight. 

$Sea Ltd(SE)$  Each time the trend tries to be bullish, the bears roar back in return [Facepalm]   @Eruditionboy  @HarimauSteve  @HENRYS CAT  @010leo  @Gironkids  @Subramanyan  @Tiger_Merch  @Success88  @Much

$Sea Ltd(SE)$  Post-earnings plunged reflects immediate disappointment over an earnings miss and cautious 2026 guidance, I view the sell-off as an "overreaction" that creates an attractive entry point for long-term investors. 🚀🚀🚀

$Sea Ltd(SE)$  EPS performance is actually not bad if we look at full year results but PE Ratio is too high in the current very volatile environment. Even for a gung-ho investor there are better alternatives to choose from. 

$Sea Ltd(SE)$  will find support at this price 

$SE 20260320 80.0 PUT$  

$Sea Ltd(SE)$  feel like a bear trap, wouldn't be surprise if banks come out with buy rating tomorrow. DYOD

$Sea Ltd(SE)$  It's a short option squeeze, pressure won't last till 20March the expiration. 

$Sea Ltd(SE)$ $Sea Ltd(SE)$  should bounce from here