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Is Wall Street completely mispricing Mercado Libre's growth runway?
I sat down with Leandro Cuccioli (SVP of Strategy & IR at $MELI ) for an exclusive breakdown of why this $86B giant is just getting started.
Key takeaways from our conversation:
Why they are intentionally taking short-term margin pain for a 5x increase in user frequency.
The accounting truth behind their fintech margin compression and massive credit book growth.
How AI is being deployed internally to unlock next-gen hyper-personalization across retail and banking.
Why their organic roadmap could easily turn this into a $1 Trillion ecosystem.
Link below
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It's hilarious seeing people celebrate and say, "Oh, data centers are going to be built in space; he's playing 4D chess," as if that's going to happen in the next 2 years or so.
Elon himself needs to add 10 GW of capacity over the next 12 months.
You think there is 1 GW of capacity that's going to go to space anytime soon?!
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Fewer data centers build-outs -> fewer people employed in your area/state-> slower economic growth -> more complaints about unemployment.
I'd like to say that those hating on data centers have good reason to do so, but I'm almost certain they have no idea why.
At the end of the day, the data centers will be built whether they like it or not. It's just going to benefit others.
Lastly, let's shut down the TikTok servers and see who gets pissed off :)
GOLDMAN SACHS: DEMOCRATIC WINS COULD THREATEN 45% OF US DATA CENTER EXPANSION
Goldman Sachs warns that Democratic victories at state and local levels could trigger temporary data-center construction moratoria.
🔸 45% of planned US data-center capacity could be affected.
🔸 Texas alone accounts for roughly 25% of planned capacity.
🔸 Texas, Georgia and Michigan could introduce restrictions on tax breaks, electricity, water and environmental permits.
However, Goldman expects any moratoria to be short-lived, with political pressure easing over time.
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$AMD just printed $13.4B in revenue, up 45%.
Data Center grew from $4.3B to $8.5B in one year and now accounts for 64% of sales. A year ago it was 47%.
Q4 guide: ~$17B, about 66% growth year on year, vs ~$16.2B expected.
Data Center alone is guided up ~50% in one quarter.
Lisa Su says 2027 revenue grows 80%+.
Stock lost all of its earnings gains because of politics
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AMD Q3 EARNINGS REPORT BREAKDOWN | MARKET CLOSE nitter.siddz.com/i/broadcasts/2ybVkeBMm…
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Q3 supports Jamin's point: GAAP operating margin swung from +8% to -3% as compute ramped.
Revenue grew 47% QoQ to $17B. Total compute expense includes training and R&D, not just serving customers.
Nine-month gross margin was ~85.5%.
The growth is real, but so are the expenses.
$ANT
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NASA plans to retire the ISS around 2030.
Starlab, majority-owned by $VOYG, plans to launch its replacement one a single Starship flight, targeted for 2029.
Voyager reported earnings last night.
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$AMD Reports Tonight.
The market is looking for the following:
Revenue ~$13.1B, +42%
EPS ~$1.95
Data Center ~$8.2B to $8.3B
AMD's own guidance: $13B, plus or minus $300M.
Guidance is the important number. The street wants ~$16B+, roughly +24% in one quarter.
If the Helios ramp is going according to plan, that shouldn't be an issue.
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RT @Couch_Investor: If $PLTR were to hit $15B US commercial run rate in 2028, this is what it would look like.
For those not paying atten…
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Couch Investor🛋️ retweeted
As the days go by and great companies are being crushed by the market, it is becoming increasingly clear that we are in a bubble.
But it is also very clear that the bubble is in the private market and not the public one.
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RT @Couch_Investor: $PLTR revenue increased by 95.9% YoY and is expected to increase next quarter by 89% YoY, when the market was expecting…
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I've been playing around with Grok @bot these past two weeks, and this is what I found out.
If you run a tight ship, you do not need extra bots that will do the same work as your chief of staff or your PM.
For example, Sawyer's bot: I put that bot into my Grok bot, asked it to talk with my chief of staff, and see whether or not he could be useful. As it turns out, my chief of staff already runs a tight ship, and so I have no need to add the bot efficiency optimizer.
You can do this with every other bot you see posted on X. Most of the time, I've found that my bots already do these things. If there are certain things they do not do, they learn, and then there is no need for an extra bot.
This is how you reduce your usage, and this is how your family of bots really becomes more efficient.
I've created a new Grok @Bot Efficiency Optimizer template that helps you make your Grok Bot usage/credits last longer.
Every week it will analyze usage across your bots and routines, identify inefficiencies, and recommend ways to reduce unnecessary usage. It also once per week gives you a quick breakdown of which bots and routines used the most the previous week.
This template will reduce your overall usage, not increase it. It doesn't run constantly, and my test of it used less than 1% of my capacity. It just sends you one efficiency review and one short recap per week of what ate up the most usage, and makes suggestions on what to do to improve usage efficiency.
x.ai/bot/6q44k3eKlHmC0keocH7…
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The usual " $SHOP is a great company that is run by world-class management, but the stock is expensive, and that's why the stock crashed" day is here.
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