Stablecoin Bill Clears Congress, $SE Investment Case, $NVDA Returns to China, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- GENIUS Act Stablecoin Bill: Stocks That Could Benefit
- Hayden Capital: Sea Limited ($SE) Investment Case
- Large Insider Sale at $BE Following Recent Rally
- Trending Tickers: $NVDA Resumes China Sales, $ZK Goes Private, $MP Lands Apple Deal
Need a reminder of why BBAE? We have one goal: to provide you with exclusive content and data to help you make informed investing decisions. Explore a wealth of market insights and potential investing opportunities that you can’t find anywhere else.
GENIUS Act Stablecoin Bill: Stocks That Could Benefit
The GENIUS Act, a landmark U.S. bill establishing national rules for stablecoins, has now passed both chambers of Congress and awaits President Trump’s signature. The legislation would require all stablecoins to be fully backed by liquid reserves and opens the door for banks, fintechs, and even retailers to issue them under regulatory oversight. Investors have responded positively, with stocks like Circle ($CRCL), Coinbase ($COIN), and PayPal ($PYPL) climbing on expectations of accelerated crypto adoption. The bill could also boost traditional financial firms and tech giants exploring stablecoin use, while providing a broader lift to crypto-related stocks amid growing regulatory clarity. Read the full article here.
Hayden Capital: Sea Limited ($SE) Investment Case
In their Q1 2025 quarterly letter, Hayden Capital defends Sea Limited ($SE) as a prime example of a “transition company” that emerged stronger from crisis. Managing Partner Fred Liu argues that Sea’s controversial $1.7 billion international expansion, initially criticized by investors, has proven strategically sound as the company achieved Southeast Asian ecommerce dominance while building profitable Brazilian operations projected to generate $150M EBITDA in 2025. Hayden emphasizes that industry consolidation during the downturn eliminated key competitors like Lazada and Tokopedia, essentially granting Sea a monopoly position. The firm projects significant upside with Brazil operations potentially reaching $30 billion GMV by 2028 and serving as a launching pad for broader Latin America expansion in a $200 billion market where Sea holds only 5% share, reinforcing their philosophy of focusing on long-term fundamentals over short-term volatility. Read the full article here.
Large Insider Sale at $BE Following Recent Rally
SK ecoplant, a 10% owner of Bloom Energy ($BE), a company that provides solid oxide fuel cell technology for clean, on-site power generation, sold 10 million shares at $27.60 each, totaling $276 million and reducing its vested holdings by 42.6%. The sale follows a more than 50% rise in $BE’s stock price in recent months, driven by investor optimism around the company’s earnings and a stock rating upgrade from JPMorgan. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $NVDA Resumes China Sales, $ZK Goes Private, $MP Lands Apple Deal
This week, several companies made headlines with major announcements. Here’s a breakdown:
- NVIDIA ($NVDA): NVIDIA will resume sales of its H20 GPU to China after receiving assurances that licenses will be granted by the U.S. government. The company also introduced a compliant RTX PRO GPU aimed at smart factory and logistics applications, reaffirming its strategy to maintain a foothold in China under evolving regulations.
- Zeekr ($ZK): Geely will take Zeekr private in a $2.7 billion deal, offering $26.87 per share in cash or equivalent Geely stock. The move comes just over a year after Zeekr’s NYSE debut and reflects the parent company’s strategic realignment of its EV operations.
- MP Materials ($MP): MP secured a $500 million multi-year agreement with Apple to produce rare earth magnets domestically. The deal includes expanded production and recycling infrastructure in Texas and California, reinforcing efforts to diversify supply chains away from China.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
