SEInternet & Digital Services
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Who said what, and what SE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SE
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2021-09-17 | Cathie WoodCEO & CIO, ARK Invest | Bullish | All Guides | Sea Limited's social-commerce and gaming platform is capturing capital flows shifting out of China given its… |
| 2021-08-02 | Fred LiuFounder, Hayden Capital | Bullish | Dennis Hong | Shopee has demonstrated irreversible consumer addiction (4-5 monthly transactions, high time-in-app) and… |
| 2020-10-21 | Fred LiuFounder, Hayden Capital | Bullish | Dennis Hong | Sea Limited operates a network-effect business at mid-single-digit e-commerce penetration, meaning the… |
| 2020-10-21 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Sea Limited's Shopee is the largest near-term value creation opportunity, boosted by two… |
| 2020-07-22 | Dennis HongFounder & CIO, ShawSpring Partners | Bullish | Good Investing Talks | Sea Limited is an exceptionally high-quality compounder that has earned the largest weighting in the… |
Next report: 10 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 11 Aug 2026 | before the open | 0.70 vs 0.79 | +13.7% |
Notable options days
Sessions in the last 120 where SE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
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| 2026-09-11 | ||||||
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| 2026-07-23 | ||||||
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| 2026-07-01 |
SE on the Wheel
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