1/ Let’s talk $GRAB! Grab is Southeast Asia’s super app, transforming daily life and building a moat that competitors can’t easily penetrate. Here's how it’s evolving into a dominant player: 🧵👇

Just hit 700 followers! 🎉 I know I've been a bit less active than I'd like, but I truly appreciate the support from all of you. Thank you for following along.

"You get a pardon, you get a pardon, everyone gets a pardon!"

It wouldn’t surprise me if $PLTR sells off after earnings. Not because it won’t deliver, but the valuation is just priced beyond perfection. Is it just me?

Waiting at the airport with a $CELH. Not bad at all.

$HIMS is "not about weight loss drugs", yet they just spent millions on a Super Bowl ad entirely focused on weight loss. 🤔

$ASML is up 10% after reporting Q4 revenue of €9.3B ($9.8B) and €7.0B ($7.4B) in net bookings, while reaffirming its 2025 guidance. This comes after Monday’s AI-driven sell-off, sparked by concerns that DeepSeek’s low-cost model could reduce demand for high-end chips. But

Trump accused Powell of creating inflation after demanding rate cut and just hours after rates remained unchanged. Powell has a tough road ahead. 🤔

U.S. Futures are in the red as tariffs kicked in, right in the middle of one of the busiest earnings weeks, with non-farm payrolls coming Friday. Buckle up, this week won’t be easy.

$GRAB is in advanced discussions to potentially acquire rival GoTo Group, according to Bloomberg. The stock is up 8% pre-market.

$GRAB couldn’t hold above $5 for long after the acquisition/merger talks, slipping back to the $4.60 range. Same rumors we heard last year, and JPMorgan’s downgrade didn’t help either. Is $GRAB giving us a second chance before the next move?

$ELF tanks over 20% after cutting guidance 😮

Despite $ELF e.l.f. Beauty beat revenue expectations with $355 million in Q3 (versus $330 million projected), marking 31% YoY growth, adjusted earnings per share came in at 74 cents, just under analysts’ 75-cent forecast. Management lowered its full-year guidance, expecting

My latest article on $DASH is up. Let me know your thoughts!

Just published my latest article on $AXON. If you're into long-term compounders, this one’s worth a read. Full piece is in my bio 👇