6 Comments
Jul 7Liked by Wolf of Harcourt Street

I don't think Garena performance matters much with Sea at these prices. Shopee and DFS growth has turned gaming into an optionality more than a necessity imo.

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Jul 7Liked by Wolf of Harcourt Street

Will be interesting to see how the market responds to Azure vs AWS results. Expectations should be much higher for Azure with how Microsoft is priced right now

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