To The Moon

‌$Sea Ltd(SE)$‌Despite Free Fire ban and Shopee's exit from India, things aren't looking as bad as people thought for Q1 2022. Will be interesting to see for the rest of the year.Data from:https://sensortower.com/blog/app-revenue-and-downloads-q1-2022

‌$Sea Ltd(SE)$‌Good earnings but what makes the stock drop so much is the poor guidance for FY2022. Based on their estimation, their digital entertainment is expected to drop more than 30% due to some headwind factors such as Free Fire ban from India. Due to this, they are only expecting a minimum 29.6% increase in YoY revenue growth despite stating that Shopee would grow more than 75% and SeaMoney to grow more than 150% for 2022, this is very poor compared to their last few years.Some positive news:Shopee is expected to be adjusted EBIDTA positive by the end of this year, Sea limited is expected to be fully profitable by latest 2025. Cutting off Shopee from France is actually good news, it shows that they are not afraid of cutting loss from

‌$Sea Ltd(SE)$‌Could be a good time to buy. India accounted for 2.6% of Sea’s 2021 mobile-game net sales, according to Sensor Tower data.https://finance.yahoo.com/news/india-bans-54-apps-including-064916852.html

‌$Sea Ltd(SE)$‌As far as I know it's only Free Fire that is banned in India. Sea limited recently release another version known as Free Fire Max which is still available in India. Who knows Indian might transfer to the Free Fire Max

‌$AMD(AMD)$‌There is no reason as to why AMD won't be a 1 trillion company in the future

‌$Airbnb, Inc.(ABNB)$‌This has held up surprisingly better than QQQ. Can't wait for earnings report

‌$Meta Platforms, Inc.(FB)$‌Tiktok and Youtube are taking market shares from them, but look at the bigger picture. FB, whatsapp, FB messenger and instagram remains top 5 social media in terms of DAU, they are trying their best to copy Tiktok by implementing Reels which is their biggest growth driver for their social media platform.Once they figured out a way to monetize more from Reels, Apple IOS headwind would no longer be a big issue. Though, be prepared to hold the stock long term, as the headwind will persist throughout the 1st half of 2022.

‌$Meta Platforms, Inc.(FB)$‌Too oversold for a big company like FB. Very temping to buy a few shares for a quick recovery play