Friday, September 4, 2026

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YOU · short

Clear Secure INC

Clear Secure's Clear Plus subscription business is nearing maturity despite recent bookings strength, supporting a short thesis on YOU.

Sea Limited Earnings Update: A quick look

Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, as Shopee, Monee and Garena lifted adjusted EBITDA to $917 million.

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