fluffik
08-13

$Sea Ltd(SE)$ As US decouples from China and builds out Indonesia, Vietnam, and Malaysia mfg this seems like a great play on rising middle class in SEA. Management woke up and stopped splurging on path of global domination. Multiple consecutive quarters with great numbers and garena user growth. The great fear of tiktokshop taking over is losing steam, so nothing left to keep this stock down any more. Great balance sheet and stock price for this kind of growth opportunity. This popping $100 seems likely after another strong earnings report soon.

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