JackPowell
2022-01-06

Lots of retail traders getting worked over here. There's been a clear sentiment change but fundamentals remain intact and you can imagine how clear the mandate is to Sea leadership to show a profitability roadmap. Remember that Amazon e-comm makes zero to negative profitability while Amazon Web Services is their profit centre, what's key is the ability to own the e-comm transaction as Shopee does. This is an opportunity but buy responsibly and ignore the noise. Sentiment will change back after the next earnings.$Sea Ltd(SE)$$Amazon.com(AMZN)$

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