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$GRAB
Grab making a run for 52-week highs again…
- CEO did an interview with the WSJ for the first time in years, embracing media is bullish
- Securing deals with OpenAI/AliPay/Groq and expanding their AI offerings
- New business line for SaaS based enterprise services in Mongolia introduced last week
- Will hit $1B in loan book volume by EOY, I am not as bearish as some on their loans because their data advantage helps them give good loans
- Should see acceleration to 30-40% growth topline in 2026
- Still has $7.4B in CASH
- Lower rates will be a tailwind on the premium for their growth
will buy more if we see below $6…

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