MercadoLibre's commerce and fintech revenue growth underpins the view that its shares are undervalued at current prices. The attached chart shows quarterly commerce services revenue reaching $4.3 billion and fintech revenue $4.4 billion in June 2026, up from $769 million and $467 million in March 2021. x.com 

Growth makes these 12 potential monster buys. Reddit earns from AI data; Uber's global rides and delivery could gain AV margins; Constellation, the largest US nuclear operator, and Vistra serve AI power demand. MercadoLibre grows in Latin America; Navitas serves EVs and renewables; Costco has loyal members. Amazon spans cloud, commerce and ads; Duolingo's most-downloaded app adds math and music; CrowdStrike meets cyber demand; Visa's largest card network earns fees; SoundHound embeds voice AI. … Show more

Political uncertainty and Amazon competition have held MercadoLibre's stock back despite a humming business. The company is great and the stock deserves to turn, but at roughly 45 times earnings and only about 12% gained over five years, it has remained a difficult stock to own. x.com  x.com  x.com  x.com 

Today's fundamentals and long growth runways make Nu Holdings and MercadoLibre among the market's most compelling and mispriced opportunities for patient capital. Their short-term outlook shifts mostly with FX volatility and fiscal and monetary policy uncertainty. x.com 

Latin American equities' sell-off looks overdone as long as the underlying businesses keep growing and fundamentals remain intact. Under that condition, the drop is market noise, and MercadoLibre and Nu Holdings could offer attractive opportunities amid the panic. x.com 

MercadoLibre's collapsing margins and earnings make its 45-times-earnings valuation look like a value trap. It faces intense competition, and less of its revenue reaches the bottom line; falling earnings make the stock more expensive even as its price falls. Nu Holdings trades at 17 times earnings and Inter & Co at 7 times, with both growing revenue and earnings robustly. Selling MercadoLibre to build positions in companies with better fundamentals is under consideration. x.com  x.com  x.com  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

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Amazon's negative free cash flow and far-off AWS guidance add to its investment risk. Free cash flow is -$42 billion. True_yes_man describes Jassy extrapolating fourth-quarter AWS revenue at 40% growth for five years. That guide cannot be taken seriously; it resembles the Tesla and Nvidia playbook of projecting years ahead to support the market into the midterms, then recalibrating later. x.com  x.com 

SoFi's younger-customer growth, Celsius's distribution runway, Amazon's multiple growth engines, Constellation's nuclear fleet and Zeta's AI marketing make these five stocks worth watching in a pullback. SoFi could scale revenue and profits; Celsius needs growth to stay on track for an attractive entry. Amazon merits attention if discounted; Constellation could benefit from AI data-center power demand. Zeta could offer a compelling long-term entry if customer wins and margins expand. x.com  x.com  … Show more