I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, META, GOOG either through stock ownership, options, or other derivatives. I wrote this a ...

Core Insights - The article emphasizes the author's unique insights and knowledge in stock analysis, aiming to provide contrasting views on their portfolio [1] Group 1 - The analyst expresses a beneficial long position in shares of major companies such as Amazon (AMZN), Meta (META), and Google (GOOG) through various financial instruments [2] - The analysis is intended for informational purposes and does not constitute professional investment advice, highlighting the importance of personal research and due diligence before investing [3] - The article notes that past performance is not indicative of future results, and no specific investment recommendations are made [4]

Sea Limited (NYSE: SE) has become one of Southeast Asia’s leading tech companies. Built on three major businesses, namely E-Commerce (Shopee), Digital Financial Services (Monee), and Digital Entertainment (Garena), Sea has emerged as a technology powerhouse. But its current position shouldn’t be taken for granted. With intensifying competition, has Sea seen its best years?Sea at a Glance Garena first placed Sea on the global map with its hit mobile game, Free Fire.According to Udonis, Free Fire is one of th ...

如今在回归千亿美元市值的路上起起伏伏。 被称为东南亚 "腾讯+阿里"的 Sea Limited（冬海集团） ，在经历了 2021年股市高光时刻、市值超过 2000亿美元之后进入狂跌，在2023年8月甚至被腰斩到1成。 其实2025年9月11日， Sea的ADR价格曾一度摸高至199美元，总市值超过1100亿美元。但三个月后又跌 去37%，如今最新在720亿美元附近。当然，比起22年23年谷底时已经明媚很多。 在这几年的股价爬升又跌宕的过程中， "超长期投资者" Baillie Gifford 不离不弃，在大跌后的 2022年上 半年开始持续加仓，直到2023年9月底成为二级市场的第一大机构持有人。 这 是一家让国内外顶级机构都 "重注"过的公司。早年，腾讯是其最大股东，曾持有超过20%的股份，并为 其核心游戏《Free Fire》提供了初期的产品和技术支持。 公开信息显示，腾讯 2022年 初 大幅减持后，转为长期财务投资者，影响力和控制权明显下降，目前持股 比例 18. 7 %。 Sea 的股东中不乏 挪威央行主权基金 、普信集团、 景林资产等 知名机构， 值得一提的是，张坤 管理的易 方达 亚洲精选 基金 ...

展会期间，交易会现场变身"政策高地"与"资源蓝海"。作为江苏省商务厅同期重点开展的活动之 一，"苏品苏货"上平台专场对接会聚焦江苏优质产品上平台、拓渠道、强品牌，汇聚1688、淘天、苏宁 易购、汇通达、唯品会等头部平台，通过政策讲解、趋势分享与现场问诊等形式，为"苏品苏货"提供平 台规则、流量扶持、内容经营等方面的专业指导。这种"面对面"的解惑与"手把手"的教学，为企业打通 了从"制造"到"品牌"的快速通道，帮助"苏品苏货"精准接入平台资源，实现"品牌曝光+渠道拓展+订单 转化"的多重成效，形成高效务实的供需衔接闭环。 以提升江苏企业国际化经营能力为目标，2025"丝路云品"电商月江苏专场暨马来西亚主题日活动，聚焦 海外市场趋势、电商政策与平台资源，邀请Shopee、SHEIN、阿里国际站等平台，以及马来西亚专业机 构、服务商、平台代表现场分享市场需求特点、品类增长结构与本地化运营经验，推动江苏特色产业与 海外电商平台深度对接。在内需竞争激烈的当下，这场活动为"苏品苏货"打开国际市场新窗口，探索形 成内外贸贯通的"双循环"新路径提供帮助，有效释放了"苏品苏货"对接更精准、渠道更多元、方向更坚 定的"走出去"需 ...

Key Takeaways SE's share decline reflects weak logistics revenues, margin pressure and softer emerging-market trends.Intense rivalry from Alibaba, Grab Holdings and Take-Two challenges SE across e-commerce, fintech and gaming.Higher costs, earnings cuts and premium valuation underscore growing downside risks for SE.Sea Limited (SE) shares have lost 33.5% in the past three months, lagging the broader Zacks Computer & Technology sector’s growth of 9% and the Zacks Internet - Software industry’s decline of 10% ...

Core Insights - Equinor ASA has made two significant gas and condensate discoveries in the Sleipner area of the Norwegian North Sea, described as the largest discoveries of the year [1][9] - The discoveries were made in the Lofn and Langemann prospects, with Equinor holding a 60% working interest in the production license [1] Exploration and Resources - The two wildcat wells, 15/5-8 S and 15/5-8 A, were drilled using the Deepsea Atlantic semi-submersible rig and may contain approximately 5-18 million standard cubic meters of recoverable oil equivalents [2][9] - The Norwegian Continental Shelf (NCS) is noted to be significantly underexplored, with substantial untapped energy resources that are essential for a reliable energy supply to Europe [2] Development and Environmental Impact - The discoveries are located near existing fields, allowing for potential development by connecting to nearby subsea facilities, which could expedite production timelines and reduce environmental impact due to low carbon dioxide emissions [3] - The gas and condensate were found in the Hugin formation, characterized by high-quality sandstones, and the wells have been permanently plugged and abandoned [4]

With Wall Street analysts rating Sea Limited (SE) as a “Strong Buy” and projecting nearly 80% upside, investors are starting to take a fresh look at this fast-growing digital powerhouse. Sea blends what many different companies do (gaming, online commerce, digital payments) into a unified internet and technology platform. This diversified business has its financials soaring, capturing Wall Street’s attention. Let’s find out if it is the right time to pounce on this growth stock. More News from Barchart ...

Key Takeaways SE's Garena saw Q3 2025 bookings jump 51% YoY, driven primarily by major Free Fire collaborations.Higher spending per user and rising payment and royalty costs are powering SE's revenue growth.SE's diversification efforts remain limited as Free Fire continues to dominate despite new publishing titles.Sea Limited’s (SE) digital entertainment arm, Garena, continues to deliver strong financial results, but its growth profile is becoming increasingly concentrated around select titles. A significan ...

Core Insights - The U.S. stock market is experiencing a rally as the year comes to a close, raising concerns about portfolio concentration in large-cap U.S. growth stocks, which have significantly driven market performance this year [1]. Group 1: Market Trends - The current rally in the U.S. stock market is notable as it approaches year-end, indicating a potential shift in investor sentiment and market dynamics [1]. Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing him with insights into current industry trends [1]. - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his influence and reach within the investment community [1].