Group 1: Meta Platforms - Meta Platforms is highlighted as a strong buy due to its impressive earnings report and long-term potential in the digital advertising space [4][5] - The company reported an 11% year-over-year increase in ad impressions and a 9% rise in ad pricing, with daily active users reaching 3.48 billion, a 6% increase [5] - Meta's net income surged by 36% in the second quarter, maintaining positive cash flow despite significant investments in AI infrastructure [5][6] - The company is investing tens of billions into AI without incurring substantial debt, primarily using cash and cash flow for its data center expansions [7] - Meta's stock has risen over 340% in the past three years, currently trading at a price-to-earnings ratio of 28, which is considered attractive given the anticipated 17% annualized earnings growth [9] Group 2: Sea Limited - Sea Limited is recognized as a tech conglomerate with significant growth potential, operating in gaming, e-commerce, and fintech primarily in Southeast Asia and Brazil [10][12] - The company has seen a 35% revenue growth to $10 billion in the first half of 2025 compared to the same period in 2024, with net income attributable to shareholders reaching $809 million [14] - Despite a high P/E ratio of 123, the forward P/E ratio of 41 is viewed as attractive due to the company's substantial growth prospects [15] Group 3: Reddit - Reddit is experiencing explosive growth, with a 78% year-over-year revenue increase to $500 million and ad revenue growing by 84% [16][17] - The company achieved its highest quarterly profit with net income climbing to $89 million, alongside a 21% increase in daily average unique users [17] - Reddit is leveraging its content library for AI development, having signed a licensing deal with Alphabet, which enhances site traffic and user engagement [18] - The company has a gross margin of 91% and potential for increased profitability through operational efficiencies and new revenue streams [19][20]