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Cite asCryptoQuant has tracked the directional calls on ISRG by @ReneSellmann on X since Jul 2026: not yet scored on ISRG (as of Nov 11, 2026).
4 ISRG calls on record, a thin history.
Relative view by default: fewer than 30 ISRG calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ReneSellmann to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
The stock of Interactive Brokers is absolutely flying today. $IBKR Still another 20% to the magical $100/share threshold, which was almost reached in August. https://t.co/VQoUteYxJm
View original →How many of these boxes are currently checked? A classic breakdown of classic market top signals: 📈 "This time is different" mindset 📈 Speculative booms in art & crypto 📈 Widely available credit & high valuations https://t.co/pES3ghAeBC
View original →Wild ride for $SE. Down 10% pre market. Up 8% intraday at one point. Now flat. Totally normal.
View original →The chart shared by @Brian_Stoffel_ below caught my interest. $SE $MELI For three quarters in a row, $SE's Shopee sales and marketing spend grew 40%, 57%, and 60% while GMV growth slowed from 30% to 23%. My first instinct was to think some e-commerce marketing simply pays off with a delay, so I pulled the same numbers for Mercado Libre to get a feel for it (I was too lazy to add Q2 and Q3 to my NotebookLM file, so keep that in mind). MELI went through a similar step-up in spending. Consolidated group S&M (so it's not as clean; it also funds Mercado Pago customer acquisition, especially the credit card push, so not every dollar targets commerce GMV) ran at roughly 4.2% of GMV throughout 2024, crept up to around 4.6% in 2025 and jumped to 5.75% in Q4 2025 and 5.2% in Q1 2026. Over the same stretch, GMV growth in USD went from 8% to 42%. A decent chunk of that acceleration is currency. In FX-neutral terms, growth stayed in the mid to high 30s for most of 2025, with a spike to 45% in Q4. Still, MELI’s extra spending came with growth that held up and improved. Shopee’s own history is the better test of the lag idea. When it ramped up S&M in the second half of 2023, GMV responded within a quarter and swung from -5% to +28%. When it cut S&M back to negative growth in late 2024, GMV kept growing at around 24%. To me that suggests the payoff from e-commerce marketing arrives quickly and fades slowly. Habits bought with vouchers stick around for a while. That makes the current picture hard to explain away as a lag. Shopee has now spent three quarters at 40%+ S&M growth while GMV decelerates. TikTok Shop has grown its share of the combined Shopee, TikTok Shop and Lazada GMV in Southeast Asia from 17% in 2023 to 39% in H1 2026. In Brazil, Shopee is fighting MELI, TikTok Shop and Temu at the same time. A large part of Shopee’s marketing line is vouchers and coins, which act like price cuts. TL;DR: At a quick glance, $MELI looks like spending that is being converted into growth, while $SE right now looks like spending that is mostly holding ground.
View original →More color on Sea Cloud $SE: "We want to build it to become a sustainable business, become a part of our businesses permanently. That is the aspiration. We do believe this will generate a very, very meaningful, a very, very sizable revenue and profit for us down the road.“ https://t.co/8ueLHzYwNt https://t.co/IYGCUVtkIh
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