Sea Limited (SE) shares have lost more than 17% since October 15 as the company considers opening its cloud infrastructure, Sea Cloud, to external customers and possibly spinning off its fintech arm, Monee. The author notes uncertainty over the cost of the cloud build-out and the spin-off, including how Monee would work with Sea and how shareholders would receive shares. In the first half of 2026, revenue reached $14.9 billion, up 47%, with Monee growing 58%, while net income of $869 million rose only 7% as the company invested more heavily in operations. Trading at a P/E of about 30, the author argues the sell-off may be overdone, since revenue growth remains rapid even without Monee.
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