I dont believe $Sea Ltd(SE)$is a strong buy. The share price value has been tanked significantly from the past, and looking at gaming and ecommerce, these are trending down globally due to inflation, short of supply, fuel price invreased, etc etc.
I dont think amazon and disney will have sameproblem as $Netflix(NFLX)$as both have more diversified business and streaming is not themain contributor for now.
Do Amazon and Disney Have a Netflix Problem?
The dramatic loss of subscribers by Netflix may mean industry consolidation is coming.