MercadoLibre's Brazilian marketplace lead continues to consolidate while delivery costs per order are falling. Its GMV share is 40.5%, against Shopee's 19.8% and Amazon's 11.7%; Amazon is slightly losing share. The numbers also back the company's comments on lower delivery costs. x.com  x.com  x.com 

Sea, MercadoLibre, Nike and Lululemon have potential but are not buys until a confirmed uptrend forms. A good company is not necessarily a great stock, and a downtrend does not reverse on one earnings beat and a few green weeks. Sea gave back all its post-earnings gains as traders took swings, shorts covered and funds bought, showing it had not bottomed. Investors should hold names already trending, with clear higher highs, and keep these on a watchlist. x.com 

Sea could unlock value from its existing fintech and cloud assets, making the selloff look ridiculous. Forrest Li's memo says Monee could stand on its own; a separate listing could give it a valuation and growth capital, though no date or terms are set. Sea Cloud would sell infrastructure already used for Shopee and Garena, not build from scratch. Last-quarter revenue was $7.79B, up almost 50% year over year, against an 18-19 forward P/E. x.com  x.com 

Coupang, Sea and MercadoLibre remain dead money: their charts are broken, they are still overvalued and they face too much competition. Even after recent gains in Sea, they could stay dead money from here; they might be value, but that won't be known for a couple of years, and value traps are a devastating source of capital impairment. x.com  x.com 

Amazon is losing ground in shopping and should not hide behind a far-off $1T AWS. Customers go where the experience is easy, products are solid and prices great, and Amazon has lost the price battle. Blocking AI shopping agents would cost it the easy experience, while agents predicting orders from a user's history would erase its delivery-speed advantage. Shopify's CEO lifted Shopify 14% with one post on agentic commerce while Amazon fumbled; Amazon needs to wake up before losing share. x.com  … Show more

Sea Limited has three amazing businesses in Shopee, Monee and Garena, making it one of the top five picks. Shopee brings the most revenue, then Monee and Garena, but gaming is the highest-margin unit and contributes most to the bottom line. x.com 

Netflix's maturity is real, but the market may be underestimating the value it can still create through advertising, monetization and operating leverage. It still grows revenue at a double-digit rate with margins above 30%, yet the stock is down more than 40% from its June 2025 peak. The worry is that viewing hours grew only about 2% and competition now includes YouTube, TikTok and gaming, leaving pricing, paid sharing and ads to carry growth. x.com 

MercadoLibre is worth owning for 20 years because its marketplace, payments, credit and advertising reinforce one another, with a long reinvestment runway in underpenetrated Latin American e-commerce and digital finance. Quarterly revenue grew 50% despite its scale, making about 40x earnings very reasonable for its quality. A deep management bench under CEO Ariel Szarfsztejn reduces founder dependence. Risks include credit underwriting, competition from Sea and Amazon, currencies and regulation. … Show more

Sea Limited's main attraction is a valuation well below its historical medians despite accelerating growth, at 23.2x forward earnings and 12.5x forward EV/EBITDA. All three segments are now profitable. Shopee revenue growth accelerated five straight quarters to 48.2% in Q2, lifting its take rate to a record 14.6%, and Garena grew 33.5% at a 54% operating margin. Per Magpie IQ, TikTok Shop's tracked Indonesian GMV fell about 4% in January-May. Monee's credit quality is the key risk to watch. … Show more

Coupang can't compete with local e-commerce offers in Taiwan such as momo and PChome. A post the author replies to cites Coupang's losses in Taiwan, Play and Eats as the main reason for not yet buying the stock. x.com