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Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?
24/7 Wall St.57d agoneutral
Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?

Stanley Druckenmiller’s Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026. According to the filing, Arm was an addition during the quarter at roughly a 0.5% portfolio weight, while Sea and STMicro were larger existing positions at ... Stanley Druckenmiller Backs These 3 Chip and Tech Stocks: Should You Follow?

Sea Limited (SE) Shows How Shopee’s Order Growth Is Keeping Its E-Commerce Engine Strong
Insider Monkey65d agoneutral
Sea Limited (SE) Shows How Shopee’s Order Growth Is Keeping Its E-Commerce Engine Strong

Sea Limited (NYSE:SE) is one of the best e-commerce stocks to buy as global sales hit records. The Singapore-based company’s core e-commerce asset, Shopee, remains its biggest growth engine, and its latest quarterly numbers show why the stock fits this list. On May 12, Sea Limited reported that Shopee generated 4.0 billion gross orders in […]

Sea (SE) Is Down 6.9% After Reinvesting Profits Into Logistics And Instant Delivery Expansion - What's Changed
Simply Wall St.68d agoneutral
Sea (SE) Is Down 6.9% After Reinvesting Profits Into Logistics And Instant Delivery Expansion - What's Changed

In recent months, Sea Limited reported strong fourth-quarter 2025 revenue growth of 38% year over year and began reinvesting improved unit economics into fulfillment networks, instant delivery, loyalty programs, and value-added services rather than emphasizing immediate profit margins. At the same time, Sea has been reshaping its cost base through developer layoffs while doubling down on its integrated Shopee, payments, and digital finance ecosystem to reinforce its position against...

Sea (SE) Stock Valuation After Strong Q4 Growth And Reinvestment In Long-Term Expansion
Simply Wall St.68d agoneutral
Sea (SE) Stock Valuation After Strong Q4 Growth And Reinvestment In Long-Term Expansion

Sea (SE) is back in focus after reporting fourth quarter 2025 revenue growth of 38% year over year, with management choosing to channel improving unit economics into its broader commerce and fintech ecosystem. See our latest analysis for Sea. The stock has been volatile, with a 1 day share price return of 3.94% after the quarter, but the 30 day share price return is down 10.76% and the 1 year total shareholder return has fallen 44.58%. However, the 3 year total shareholder return is up...

Is Sea Limited (SE) A Good Stock To Buy Now?
Insider Monkey69d agobullish
Is Sea Limited (SE) A Good Stock To Buy Now?

Is SE a good stock to buy? We came across a bullish thesis on Sea Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SE. Sea Limited’s share was trading at $82.44 as of June 10th. SE’s trailing and forward P/E were 32.46 and 28.33 respectively according to Yahoo Finance. Sea Limited, […]

Sea Expansion In Vietnam Puts Focus On Growth And Valuation Gap
Simply Wall St.71d agoneutral
Sea Expansion In Vietnam Puts Focus On Growth And Valuation Gap

Sea Limited (NYSE:SE) is expanding its presence in Vietnam through discussions with the country's president to support digital economy initiatives. The company plans to roll out advanced AI tools and digital banking products tailored to the Vietnamese market. Sea is opening a new logistics hub in Hưng Yên Province to support its growing local operations. For investors watching Southeast Asia's digital economy, Sea Limited sits at the crossroads of e commerce, digital banking, and online...

Is Sea Limited (SE) One of the Best NYSE Stocks to Buy for Long-Term Investment?
Insider Monkey71d agobullish
Is Sea Limited (SE) One of the Best NYSE Stocks to Buy for Long-Term Investment?

Sea Limited (NYSE:SE) is one of the best NYSE stocks to buy for long-term investment. BofA cut the price target on Sea Limited (NYSE:SE) to $120 from $125 on May 13 and maintained a Buy rating on the shares, telling investors that following the fiscal Q1 earnings report, it tweaked FY26 and FY27 EPS estimates and […]

Sea Limited (SE) Fell as Competition Pressure Hit the E-commerce (Shopee) Platform
Insider Monkey71d agoneutral
Sea Limited (SE) Fell as Competition Pressure Hit the E-commerce (Shopee) Platform

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Sea Limited (SE) Discusses New Vietnam Investments
Insider Monkey72d agoneutral
Sea Limited (SE) Discusses New Vietnam Investments

Sea Limited (NYSE:SE) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. Sea Limited (NYSE:SE) CEO Forrest Li met with Vietnamese President Tô Lâm on May 30, 2026, and discussed accelerating the country’s digital economy through the company’s ecosystem, which includes Shopee, SPX Express, and Monee. Sea Limited (NYSE:SE), to capture […]

Angi, Robinhood, and Sea Shares Plummet, What You Need To Know
StockStory74d agoneutral
Angi, Robinhood, and Sea Shares Plummet, What You Need To Know

A number of stocks fell in the morning session after the strong payroll print (172,000, more than double the 80,000 consensus) confirmed the higher-for-longer narrative and sent the 10-year yield above 4.5%, compressing valuations across high-multiple digital platforms.

Is It Time To Reassess Sea (SE) After A 46% One Year Share Price Fall
Simply Wall St.75d agobearish
Is It Time To Reassess Sea (SE) After A 46% One Year Share Price Fall

If you are wondering whether Sea's current share price lines up with its underlying worth, this article walks through the key numbers so you can assess how the stock compares on value. Sea's share price recently closed at US$92.09, with a 0.2% move over the last week and a 9.0% gain over the past month, but declines of 30.0% year to date and 46.0% over the last year that still weigh on long term holders. Recent coverage has focused on how Sea is being reassessed by investors following these...

3 Stocks Estimated To Be Trading Up To 49.6% Below Their Intrinsic Value
Simply Wall St.78d agoneutral
3 Stocks Estimated To Be Trading Up To 49.6% Below Their Intrinsic Value

Over the last 7 days, the United States market has risen 1.6%, contributing to a 28% increase over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this context of robust market performance, identifying stocks that are trading below their intrinsic value can offer investors potential opportunities for growth and value appreciation.