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Sixteen years ago, one man stood alone on a grassy hill at a music festival in Washington State, USA, and started dancing by himself. People glanced over and looked away. Some laughed. His roommate leaned in and warned him people were filming him. He did not stop. Then one stranger got up and joined him. Then another. Then the hillside tipped. Within minutes, hundreds of people were sprinting from across the field to be part of something that, thirty seconds earlier, had been one man being laughed at in a field. Someone filming from higher up the hill said quietly: "See what one man can do. One man can change the world." The clip spread across the internet in 2009. Entrepreneur Derek Sivers played it at a TED conference to explain how movements actually begin. Not with the first person brave enough to start, he argued, but with the first person willing to join them. Collin Wynter, the man dancing alone, later said he had no idea he had done anything special. He was just tired of watching everyone sit still.

$SMCI (Feb 1, 2026-monthly chart) Would you bet on this chart?

$GRAB| Short sellers and Price Action 🧵 Short sellers are increasingly picking the narrative that they saw the future and knew Iran conflict would come from September 2024. They switched around like 30 times now why they are shorting $GRAB. Yes rising fuel price will negatively impacted $GRAB operation. The fuel-shock in Feb 2022 was much worse for $GRAB and the business grew just fine at 112% in 2022 and 64.62% in 2023. The problem was the whole world was doing QT and largest economies rising currencies were putting massive pressure on $GRAB business, yet they were winning market share from ~50% to now 70-75%. 1. If they really knew the future, they could have 10-15x on memory stocks but decided to short a profitable, FCF+ and ~$16B in raw value(Cash, Equity investment, Goodwill, and others). Clearly short sellers are full of shit, and they just picking the most bearish recent events to claim they are winning. 2. Are short sellers really winning? They started shorting aggressive from $3.5, and they pumped out nonstop fake news and FUD all the way to $6.50 and all the way down to $3.71. The estimated average for 230m shares short is around $4-$4.10. Are they really winning with $0.30-$0.40 gain where they would have to cover 230m shares to actually realize the profit? The effective float is now down to 100-150m shares because institutional purchases from the top 20-30 institutions. Non-institutional onwers dont count, they have not sold or added in years. How is this winning? They paid roughly $100m in margin interest(estimate) from September 2024. If they cover everything next week, they would still be down $50m+. Are they 100% sure they know the future of this Iran conflict? What if Oil is back to $60 range next month? Think about it since April low, most bears were citing SEA economies gonna get destroyed with 50-100% tariffm yet GRAB was doing just fine, and winning; tariff went down to 15-20%. Narrative can change quickly when the right catalyst comes! 3. Why Short Sellers Are Wrong: The Affordability Flywheel, Re-Accelerating MTU Growth, and Southeast Asia's Undisputed Superapp This full research paper will be exclusive for subscribers, and for information purpose only, it should not be treated as Financial Advice! (About 9 pages) This week Deliveroo just lost entire market share to $GRAB. Soon Foodpanda with 200% debt to cash will exit Grab main market to focus on market where they are winning. And $GOTO is getting crushed, and Indonesia govt is forcing them to sell Mobility/Delivery segment to $GRAB. Grab market share will be in the range of 90-95%, and yet short sellers still claim this SuperApp has no MOAT. How does a business have no MOAT grow to 90-95% market share and grew Monthly Transacting Users to 50.5m? 90-95% is essentially monopoly. The affordability strategy is not a one-time promotion. It is a structural acquisition machine. New users who enter via saver deliveries are progressively cross-sold into mobility (ride-hailing), GrabPay (digital wallet), GrabFinance (lending), and GrabMart. Each additional service a user adopts increases retention and lifetime value dramatically. Yes it sucks to underpform and getting shorted like crazy, and they have complete control of price action. Just like $HIMS since May 2025. The story just turned around completely. $HIMS float is much smaller so the squeeze will be spectacular, $HIM fundamental is much more solid long term than $GME or $AMC nonsense. Young investors are actually getting a high quality compounder here. I can't predict the future like bears claimed. I can't time the market like many claimed they could. I don't offer Financial Advice. But I do know, short sellers are going to lose billions here + Margin Interest. Almost all short sellers shorting my long term never had a good ending. So best of luck idiots. Not Financial Advice!

The leading BEV-only brand in Singapore in 2026 (January to February 2026) 📷 natfl.x