$Grab Holdings(GRAB)$ $Uber(UBER)$ $Sea Ltd(SE)$ 𦾠Iām up 6.58% on $GRAB and not letting go. Caught the dip at $5.04, now itās curling up, hugging EMAs, RSI just bounced, volumeās coming back. $5.18 held like a boss and $5.64ās on deck.
All props to @Barcode BC for putting me onto this. Saw the setup early. I checked the flows, lined it up, hit buy. Straight up.
This isnāt just a bounce play either.
Maybank, the biggest bank in Malaysia, just said Grab Financialās ripping: 79% YoY, 25% QoQ. Thatās not light. Theyāre saying itās from undercutting everyone else. Cheaper pricing, more users, market share climbing again. And theyāre expanding loans, not just to their own users either. Singapore, Malaysia, home renos, the works.
Feels like theyāre building a whole-ass bank in the background.
And the flow? Oof.
Net call premium flipped end of June and kept climbing with price. Puts? Flatlined. Today? $134K into Jan 2027 $10C. Thatās not trading for next week. Thatās someone betting this gets way bigger.
And theyāre not wrong.
Grabās more than rides now. Itās food, payments, lending, AI, all in one app. Theyāve got over 1,000 AI models already live. Rolled out AI agents for drivers and merchants. Built their own AI center. Wild.
Only 4% of the total market tapped. $375B TAM. Let that sink in.
Revenue up 18.4%, free cash flow came in at $47M, and they actually posted profit last quarter. Earnings drop 30Jul25. This could get loud.
Still holding. Juice stays on. Qš§
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