---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Sea Beats on Revenue, Misses on Profit"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000980889.md"
description: "$Sea(SE.US) beat on revenue but missed on profit, closing -1.49%. A hot CPI revived Fed hike bets, and $NVIDIA(NVDA.US) fell another 5%. At home, the STI is inching higher. Let's dig in 👇💬 Sea's 43% s..."
datetime: "2026-11-11T02:00:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000980889.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000980889.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000980889.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Sea Beats on Revenue, Misses on Profit

$Sea(SE.US) beat on revenue but missed on profit, closing **-1.49%**. A hot CPI revived Fed hike bets, and $NVIDIA(NVDA.US) fell another **5%**. At home, the STI is inching higher. Let's dig in 👇

**💬 Sea's 43% sales growth or its margin squeeze: which matters more to you?**

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US: Sea Beats on Sales, Misses on Profit

**🔑 Key Event:** Sea closed **-1.49%** after Q3 revenue jumped 43% to $8.58B, beating forecasts, while EPS and adjusted EBITDA missed as AI spending and e-commerce competition weighed. **Growth is intact; margins are the worry.**

**👀 Other to Watch**

-   $Dow Jones Industrial Average(.DJI.US) **-0.30%**, $S&P 500(.SPX.US) **-0.38%**, $NASDAQ Composite Index(.IXIC.US) **-0.74%** as hot CPI lifted hike bets.
-   **Chips** → $NVIDIA(NVDA.US) **-5.47%**, a second straight slide, as Citi cut its target; $Taiwan Semiconductor(TSM.US) **+2.02%** after raising its dividend.

> @SGreferral : I’m still constructive on NVIDIA long term, but would prefer to see greater clarity before aggressively buying the dip.

-   $Coreweave(CRWV.US) → closed **-0.51%** before reporting, then rose after hours on 168% revenue growth and raised guidance.

### 🇸🇬 Singapore: STI Inches Higher After Tuesday's Jump

**🔑 Key Event:** The $FTSE Straits Times Index(STI.SG) is up about **+0.15%** near 5,266 this morning, with US futures firmer, after closing **+1.53%** at 5,258.59 Tuesday, its first session after Deepavali. **Banks are edging higher again.**

**👀 Other to Watch**

-   **Banks** → $OCBC Bank(O39.SG) about **+0.9%**, $DBS(D05.SG) **+0.4%** and $UOB(U11.SG) **+0.4%** this morning, extending Tuesday's rebound.

> @ynwa : I still think the market has become overly cautious.

-   **Earnings** → $SIA(C6L.SG) and $SGX(S68.SG) report today; SIA closed **+2.73%** Tuesday as the STI rallied.

> @Gweet : All eyes are now on the Q2 earnings report to see if the upward trend holds!

-   **REITs** → The FTSE ST REIT index rose just **+0.34%** Tuesday, lagging the STI as industrial REITs fell.

### 🇭🇰 HK/China: Hang Seng Tracks Wall Street Lower

**🔑 Key Event:** The $Hang Seng Index(00HSI.HK) is down about **-0.7%** near 24,380 this morning, tracking Wall Street's CPI dip after Tuesday's **+0.44%** close at 24,557.04. **Tech leads the losses, with** $TENCENT(00700.HK) **about** **-1.6%****.**

**👀 Other to Watch**

-   $BABA-W(09988.HK) → about **-0.5%** this morning despite confirming a Hong Kong IPO for chip unit T-Head.

> @Fattycat : I will be paying extra attention to whether the fast‑rising AI and cloud revenue can keep up with the company’s growing infrastructure bills.

-   $Z.AI(02513.HK) → about **+3.6%** this morning after unveiling a buyback of up to HK$4B.

### 🌍 Global/Macro

-   **🇺🇸 CPI** → October CPI rose 0.4% m/m versus 0.3% expected; Waller backed a December hike and 50bp odds rose to about 15%.

> @NewUser\_OLAl4 : This is particularly concerning given Fed Governor Christopher Waller’s warning that a 50bps hike should be considered if inflation remains elevated.

-   **🇺🇸 Anthropic** → launched its IPO roadshow at $70-78 a share to raise up to about $64B, per its draft prospectus.

## 📅 Upcoming Key Events

| When (SGT) | What |
| ---------- | ---- |

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨

🚫 No duplicates · ⏰ Deadline: Nov 11, 11:59 PM SGT

Not investment advice, just market talk 🙏

### Related Stocks

- [SE.US](https://longbridge.com/en/quote/SE.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [.DJI.US](https://longbridge.com/en/quote/.DJI.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [STI.SG](https://longbridge.com/en/quote/STI.SG.md)
- [O39.SG](https://longbridge.com/en/quote/O39.SG.md)
- [D05.SG](https://longbridge.com/en/quote/D05.SG.md)

## Comments (34)

- **JPJP · 2026-11-11T12:35:49.000Z**: $OCBC Bank(O39.SG)OCBC bank has recovered 3.26% from the last 5 trading days but down 12% from 52 week high. I am thinking of adding more to my existing position. However, considering that the stock is still overvalued, I think I will just hold onto my existing position and wait for the next opportu
- **shibatoshi · 2026-11-11T12:08:51.000Z**: Wew
- **FaithAnchor · 2026-11-11T11:47:27.000Z**: $Sea(SE.US)Sea delivered strong revenue growth of 43%, but the earnings miss raises a bigger question. Shopee and Monee are growing, but rising costs and credit losses are taking a bite out of profits. Can SEA keep growing without hurting its margins?
- **win win · 2026-11-11T09:57:37.000Z**: Nvidia, one of the giant AI stocks, also our darling stocks. The share price drops to below $180. How many investors here are still holding?
- **NewUser_hCn26 · 2026-11-11T09:32:14.000Z**: The political shift introduces real execution risk for hyperscale buildouts, but treating regulatory friction as a permanent structural break misprices the asset class. Power grid constraints and permitting pauses temporarily delay deployment schedules, creating a tactical entry opportunity in core 
- **cowbaycow · 2026-11-11T08:46:46.000Z**: wow
- **Fattycat · 2026-11-11T07:41:34.000Z**: Spot Gold - Keep your trades cautious today for LDR day.As per the 4 hourly chart below, a possible double top bearish reversal pattern is forming. Watch for a decisive break below the 4,010‑4,020 support level for full confirmation. Super bearish now.
- **koolgal · 2026-11-11T07:05:23.000Z · 👍 1**: Navigating the US CPI Shock: How to Position Your Portfolio in Singapore🌟🌟🌟Inflation continues to test the global markets and today's higher than expected US Consumer Price Index (CPI) print is a stark reminder that the battle against rising prices is far from over.When US inflation surprises to the
- **dingdongbell · 2026-11-11T06:47:53.000Z**: The market seems to be recovering well after yesterday’s CPI printout. Albeit its premarket but if it leads to a massive rally, this might be the telling FTD.
- **Valenxis · 2026-11-11T06:41:03.000Z**: Odds of interest rate hike by Feds in Dec going higher due to hot inflation data. Reits gonna suffer first hand due to selling pressure cos of higher borrowing cost. stocks prices may be affected as well as monies will go to safer places. dca or buy the dip then.
- **Darkwinter · 2026-11-11T06:19:28.000Z**: With CPI out and increased in rate hike talks, wonder if AI bull would be broken…
- **Heroic Lifesaver · 2026-11-11T06:07:06.000Z**: The first few days after the first attempted candle at a recovery are usually tepid with a follow-through day normally coming only after the third day. Guess what? The timing is right and premarket looks good.
- **NewUser_ThinkSwim · 2026-11-11T05:24:13.000Z · 👍 1**: Market overnight have raised after the inflation reading yesterday. If the market is pricing in of a 25 b.p then uncertainty is removed then the market will raise before other uncertainty decides to crash the market into the new year if we do have a market crash. DCA slowly into high free cash flow 
- **The · 2026-11-11T05:03:09.000Z · 👍 1**: Taiwan Semiconductor increase compared to other US stocks.Local stocks for REITs, OCBC Bank, DBS Bank, and UOB Bank and Straits Times Index slightly rise, but Singapore Airlines and SGX increase more. Hong Kong stocks Hang Seng Index and Z.AI rise.There is a slight increase for October CPI. Glad for
- **ShortWalk · 2026-11-11T04:48:41.000Z · 👍 1**: I agree. This year gold has been mainly bearish.
- **Tiffany lover · 2026-11-11T04:37:59.000Z · 👍 1**: NVIDIA dropped 5.47% for a second consecutive day following reports of an investigation, with Citigroup lowering its price target.However, NVIDIA's fundamentals remain healthy. Given the earnings report expected next Tuesday, I believe it's still viable to average down.
- **Vt3 · 2026-11-11T04:36:43.000Z**: 📌🇸🇬 rebounding back 🏠👏🏻
- **ShortWalk · 2026-11-11T04:31:54.000Z · 👍 1**: SG banks climbing up probably due to investor getting in right before dividend ex date. Just my guess.US market wise just too volatile, some days up, some days down. Pants up pants down iykyk.
- **relf · 2026-11-11T04:22:24.000Z · 👍 1**: Lots of volatility still, especially with the Nvidia news. Nonetheless, AI earnings are still holding up. Just got to be more selective.
- **Ally · 2026-11-11T04:18:48.000Z · 👍 1**: I am Going to continue buying the dip for NVIDIA. Also looking forward to SingTels results this Friday, hopeful for good results.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**