--- type: "Symbol" title: "Sea (SE.US) — Community Discussions" description: "Community discussions about this stock, including analyst opinions, earnings analysis, and investment strategies from verified financial professionals and active investors." locale: "en" url: "https://longbridge.com/en/quote/SE.US/topics.md" symbol: "SE.US" parent: "https://longbridge.com/en/quote/SE.US.md" count: 16 datetime: "2026-06-02T23:12:46.211Z" locales: - [en](https://longbridge.com/en/quote/SE.US/topics.md) - [zh-CN](https://longbridge.com/zh-CN/quote/SE.US/topics.md) - [zh-HK](https://longbridge.com/zh-HK/quote/SE.US/topics.md) --- # Sea (SE.US) — Community Discussions ### [Consumer internet stocks are all up today: Sea and…](https://longbridge.com/en/topics/41375194.md) - Author: [好运常在](https://longbridge.com/en/profiles/27514673.md) - Datetime: 2026-06-02T10:21:12.000Z - Comments: 0 - Consumer internet stocks are all up today: Sea and Uber both rose around five percentage points, while Chagee and Tencent Music gained over three percentage points. Southeast Asian e-commerce/transpor ### [MELI(MercadoLibre 美客多)全维度深度分析](https://longbridge.com/en/topics/41373715.md) - Author: [彼得.林奇的交易员Jeff](https://longbridge.com/en/profiles/17107631.md) - Datetime: 2026-06-02T09:45:25.000Z - Comments: 0 - 一、基本面拆解(2026Q1 最新财报为核心)1、营收与增长:成长属性极强,拉美电商确定性龙头 2026Q1 核心数据:总营收 88.45 亿美元,同比 + 49%(近 4 年最快增速);GMV190 亿美金(+42%),全平台出货 7.22 亿件(+47%);跨境 CBT GMV 同比 + 68%(最强增长曲线),中国卖家大批量入驻带来货源增量;广告收入同比 + 73%,商业化加速兑现利润弹性. ### [$Sea(SE.US) has a high margin of safety. Just buy,…](https://longbridge.com/en/topics/41370039.md) - Author: [彼得.林奇的交易员Jeff](https://longbridge.com/en/profiles/17107631.md) - Datetime: 2026-06-02T08:20:38.000Z - Comments: 1 - $Sea(SE.US) has a high margin of safety. Just buy, don't sell. Hold for at least half a year… **Comments:** - **大涨耐心拿着不要盯盘 · 2026-06-02T09:52:08.000Z**: Follow ### [Longbridge Account Position Profit & Loss Analysis Summary for May](https://longbridge.com/en/topics/41293299.md) - Author: [彼得.林奇的交易员Jeff](https://longbridge.com/en/profiles/17107631.md) - Datetime: 2026-05-30T01:32:09.000Z - Comments: 4 - Based on your account data for May 2026, the following is a detailed analysis and summary. The user stage assessment identifies you as a mature and highly proactive trader. You conducted over $228k in **Comments:** - **火锅不加辣 · 2026-05-30T19:06:41.000Z**: Where can I see this evaluation? - **交易三叉戟 · 2026-05-30T14:55:53.000Z**: Can do 👍🏻 - **赚不尽亏得完 · 2026-05-30T02:42:16.000Z**: 👍 ### [Take-Two fell over four percentage points, Sea Lim…](https://longbridge.com/en/topics/41101261.md) - Author: [椿](https://longbridge.com/en/profiles/27514736.md) - Datetime: 2026-05-26T10:23:17.000Z - Comments: 0 - Take-Two fell over four percentage points, Sea Limited dipped slightly, and Damai rose a bit—US gaming stocks, Southeast Asian e-commerce, and Hong Kong stock services/entertainment are each moving on ### [Nintendo rose by over two percentage points, Sea f…](https://longbridge.com/en/topics/40944090.md) - Author: [Fufu](https://longbridge.com/en/profiles/26996852.md) - Datetime: 2026-05-20T10:21:17.000Z - Comments: 0 - Nintendo rose by over two percentage points, Sea fell slightly—console gaming and Southeast Asian mobile gaming + e-commerce moved separately today. Nintendo's hardware cycle is still heating up, whil ### [$Sea(SE.US) is a good company, giving employees on…](https://longbridge.com/en/topics/40788123.md) - Author: [我是欧皇](https://longbridge.com/en/profiles/23216219.md) - Datetime: 2026-05-14T15:26:10.000Z - Comments: 2 - $Sea(SE.US) is a good company, giving employees only $50 worth of tokens per week. It should delist soon, and I'm actively shorting it.👏 **Comments:** - **我是欧皇. · 2026-05-15T15:33:36.000Z**: Hello ### [New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap](https://longbridge.com/en/topics/40714811.md) - Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md) - Datetime: 2026-05-13T08:29:01.000Z - Comments: 0 - 0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and ### [SE (Trans): Shopee GMV to grow at least 25% in 2026; Garena bookings to sustain strong growth](https://longbridge.com/en/topics/40690006.md) - Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md) - Datetime: 2026-05-12T15:48:03.000Z - Comments: 0 - Below is Dolphin Research's Trans of $Sea(SE.US) FY26Q1 earnings call. For our earnings review, see 'SEA: SE Asia's mini Tencent roars back'. 1) Shareholder returns: The company authorized a $1bn buyb ### [SE: Southeast Asia's mini Tencent roars back!](https://longbridge.com/en/topics/40689846.md) - Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md) - Datetime: 2026-05-12T15:42:56.000Z - Comments: 0 - Often dubbed Southeast Asia's 'mini Tencent', $Sea(SE.US) reported Q1 2026 results pre-market on May 12 (U.S. time). The quarter was solid, with revenue growth and profit delivery both beating estimat ### [$Sea(SE.US)'s earnings report was a bit more volat…](https://longbridge.com/en/topics/40686680.md) - Author: [azore易](https://longbridge.com/en/profiles/13545644.md) - Datetime: 2026-05-12T15:09:57.000Z - Comments: 0 - $Sea(SE.US)'s earnings report was a bit more volatile. Seems like I sold too early tonight. I'll observe the trend for a while before officially entering the market. ### [$SE 260515 90 Call(SE260515C90000.US) was listed a…](https://longbridge.com/en/topics/40680501.md) - Author: [Ledavinci](https://longbridge.com/en/profiles/19826878.md) - Datetime: 2026-05-12T14:00:28.000Z - Comments: 0 - $SE 260515 90 Call(SE260515C90000.US) was listed at $3, yours at $3.05, you really can't make money on SEA's options ### [……..Anthropic is huge and impressive, but what abo…](https://longbridge.com/en/topics/40678463.md) - Author: [王雨佳知行合一](https://longbridge.com/en/profiles/21756225.md) - Datetime: 2026-05-12T13:46:18.000Z - Comments: 0 - ……..Anthropic is huge and impressive, but what about Google? ### [SE 1Q26 First Take: solid print, with both revenue…](https://longbridge.com/en/topics/40673778.md) - Author: [Dolphin Research](https://longbridge.com/en/news/dolphin.md) - Datetime: 2026-05-12T12:17:02.000Z - Comments: 0 - SE 1Q26 First Take: solid print, with both revenue growth and profits beating. The upside was driven mainly by gaming rather than the more closely watched e-com. Details below: Total revenue was ~$7.1 ### [$Sea(SE.US) | 𝐒𝐞𝐚 𝐋𝐭𝐝.: Morgan Stanley reite…](https://longbridge.com/en/topics/40673573.md) - Author: [Hardik Shah](https://longbridge.com/en/profiles/27423834.md) - Datetime: 2026-05-12T12:07:37.000Z - Comments: 0 - $Sea(SE.US) | 𝐒𝐞𝐚 𝐋𝐭𝐝.: Morgan Stanley reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟐𝟏, 'We expect a positive reaction'Analyst sees improving profitability and strong Garena perform ### [$Sea(SE.US) Beat on RevenueEPS: $0.67 vs $0.70 est…](https://longbridge.com/en/topics/40672038.md) - Author: [What TrendSpider Say](https://longbridge.com/en/profiles/27424361.md) - Datetime: 2026-05-12T11:07:52.000Z - Comments: 0 - $Sea(SE.US) Beat on RevenueEPS: $0.67 vs $0.70 estREV: $7.097B vs $6.413B est🟩 +8.99% ## References - [Sea (SE.US)](https://longbridge.com/en/quote/SE.US.md)