This All-Star Stock Just Plunged. It Could Be a Massive Buying Opportunity

Sea Limited's stock plunged 20% in two weeks after CEO Forrest Li announced plans to spin off its fintech arm Monee and enter the AI cloud computing business. While investors reacted negatively due to concerns about losing a high-growth business and entering a competitive, capital-intensive field, the author argues these moves could unlock significant value through a conglomerate discount resolution and capitalize on high-demand AI computing capacity.