Eaves

@fivepointscap Bro

I think Sea Limited $SE is about to start a huge run. - Extremely strong Q1 earnings - Very low valuation - Druckenmiller adding 156k shares and making it a top 10 position - Oil prices eventually coming down - Investment cycle peaking and starting to slow down - Concerns over TikTok Shop quieted by Shopee’s 45% revenue growth - Shopee margin ramp starting EPS will explode over the next 18 months while the multiple expands due to a shift in sentiment. The last time Sea went on a big run, it rose 450% from January 2024 to September 2025. It may not be 450%, but the conditions are here for a massive rally.

@TheRayMyers Howard sold

$NU is down 21% in 1M 🔴 Is this an opportunity? - 62% of Brazils Adult population as customers - 15% in Mexico - 11% in Colombia - Massive potential to 2-4x ARPU - 55% EPS Growth - FWD P/E of 13

@ariaradnia Some new holders. No fear.

BRUTALLL growth slowdown over at Chipotle... Can they turn it around? 🤔 $CMG

@bjmtweets Pro's are selling tho?

Buying $MELI and walking away for a decade will probably outperform 90% of Fintwit

@antibearthesis Jeremy bought massively

Bill Ackman just rotated $GOOGL → $MSFT Right call or massive mistake?

13F: Hedge funds just reported their Q1 trades Most bought small-caps: $JBLU — 22 funds buying $BRBR — 21 funds buying $TRIP — 21 funds buying $BCRX — 20 funds buying Tripadvisor comeback?

13F: Howard Marks just dumped 11.2M shares of $GRAB in Q1. What about the profitability story?

@Sam_Badawi Spotify?

Which stock will do this on Monday?

@wolfofharcourt Not 1 year with negative return in 30 years

$SE is quietly becoming one of the most impressive tech businesses outside the US. Shopee accelerating, Monee compounding, Garena recovering, and profitability hitting new highs. All 3 engines are firing again. Here’s why I believe the market is still underestimating $SE 👇

@ecommerceshares ☯️ Yin Yang

Ackman dumped his $GOOG. Buffett/Abel and Chris Hohn massively loaded up on $GOOG. What can you learn from this?

@GabGrowth All Hail The King

Stan Druckenmiller increased his $SE position by 16.5% and sold out of his $MELI position in Q1 2026.

JUST IN: Every major hedge fund just revealed their Q1 positions. Here are the most bought stocks on Wall Street.

Breaking: One of the greatest macro traders of all time just dropped his newest trades Stanley Druckenmiller manages $3B+ at Duquesne Family Office Interestingly, he rotated out of pharma and defense to load up on healthcare and emerging markets Top Buys: Natera $NTRA: Increased to 18.14% of portfolio (+22%) YPF $YPF: Massively added +433%, now #6 holding STMicroelectronics $STM: Tripled position +238%, up +91% on trade Humana $HUM: Brand new position, already up +72.4% Roku $ROKU: Added +29%, up +38.6% on trade Top Sells: Teva $TEVA: Cut by 60%, down to 2.12% Woodward $WWD: Cut by 64% Lattice Semiconductor $LSCC: Cut by 65% Insmed $INSM: Trimmed 22%, stock now down sharply

RIGHT NOW: The world is silently holding its breath waiting for Leopold Aschenbrenner's 13F to drop

@jukan05 Like kids on Christmas Eve

Release Leopold Aschenbrenner’s damn 13F already!!

BREAKING: Pat Dorsey just took a huge position in Applovin and made it his 4th largest holding. He now own shares worth ~$154,000,000 after buying 317,000 shares. $APP

BREAKING: Jeremy Grantham just made Microsoft his 2nd largest position. In Q1, he bought 908,000,000 shares worth $395M, increasing his position with +18% $MSFT

@DudeWhoInvests Understatement

So the market just hates MercadoLibre $MELI now?? Interesting…

BREAKING: Hedge fund Q1 trades are dropping. Most bought so far: 1. $CAT (8 buyers) 2. $FITB (8 buyers) 3. $MU (8 buyers) 4. $SCHW (7 buyers) 5. $MSFT (7 buyers) See all Q1 trades: share.eaves.ai

@Barchart Not happy

BREAKING 🚨: Nike $NKE falls to its lowest price in almost 12 years 📉📉