I’m impressed by $MercadoLibre-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Shyon
07-03

I’m impressed by $MercadoLibre (MELI )$ strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings.

Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%, this could be a strong long-term winner. I think investors are still underestimating how big Oracle could become in the AI era.

As for big banks like GS MS WFC, I’m cautiously bullish. If earnings confirm steady credit quality and strong spending, banks could continue their solid run. Trading income and possible regulatory easing are also good signs. I’ll be watching closely.

@Tiger_comments @TigerStars

# SeptemBEAR is here: Are Your Portfolio Ready for Volatility?

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Enid Bertha
·07-06
MELI is worth $2540 per share
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Venus Reade
·07-06
What a beast of a company. Great long term bull thesis for MELI in 2025 and beyond
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jinglese
·07-04
Loving your insights and analysis! [Great]
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Shyon
·07-04
[Cool] [Cool] [Cool]
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CarterSilas
·07-04
Exciting insights
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","winRationPercentage":59.210526,"tradeVolumeEst":0},"themes":[{"themeId":"5b81db8622154e8eaf37266584c7055e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SeptemBEAR is here: Are Your Portfolio Ready for Volatility?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5b81db8622154e8eaf37266584c7055e}&rnconfig={\"headerBarHidden\": true}","description":"In September, the VIX may fly as we may see September Effect hit again.\n-------\n1. Is the market in danger with September effect approaching?\n2. What's your strategy to cope with risks?","image":"https://community-static.tradeup.com/news/ee35d02b8cacdda7a7168f1b0dd417c1"}],"images":[{"img":"https://community-static.tradeup.com/news/1056e70faa3d34b6d2e75df32795ce90"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/1056e70faa3d34b6d2e75df32795ce90"}],"html":"<html><head></head><body>I’m impressed by <a href=\"https://ttm.financial/S/MELI\"> $</a><a href=\"https://ttm.financial/S/MELI\">MercadoLibre</a><a href=\"https://ttm.financial/S/MELI\">(</a><a href=\"https://ttm.financial/S/MELI\">MELI</a><a href=\"https://ttm.financial/S/MELI\">)$ </a> strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings.\n<p></p>\n<p>Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%, this could be a strong long-term winner. I think investors are still underestimating how big Oracle could become in the AI era.</p>\n<p>As for big banks like GS MS WFC, I’m cautiously bullish. If earnings confirm steady credit quality and strong spending, banks could continue their solid run. Trading income and possible regulatory easing are also good signs. I’ll be watching closely.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/1056e70faa3d34b6d2e75df32795ce90\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I’m impressed by <a href=\"https://ttm.financial/S/MELI\"> $</a><a href=\"https://ttm.financial/S/MELI\">MercadoLibre</a><a href=\"https://ttm.financial/S/MELI\">(</a><a href=\"https://ttm.financial/S/MELI\">MELI</a><a href=\"https://ttm.financial/S/MELI\">)$ </a> strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings.\n<p></p>\n<p>Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%, this could be a strong long-term winner. I think investors are still underestimating how big Oracle could become in the AI era.</p>\n<p>As for big banks like GS MS WFC, I’m cautiously bullish. If earnings confirm steady credit quality and strong spending, banks could continue their solid run. Trading income and possible regulatory easing are also good signs. I’ll be watching closely.</p>\n<p><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/1056e70faa3d34b6d2e75df32795ce90\"></t-t></p></body></html>","text":"I’m impressed by $MercadoLibre(MELI)$ strong momentum. With physical retailers still controlling 85% of spending in Latin America, MELI has huge room to grow. Its GMV and revenue growth, especially in Brazil, Mexico, and Argentina, shows it's gaining market share fast. The consistent user growth and expansion into categories like groceries make it even more attractive. I’m keeping a close eye on its next earnings. Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%, this could be a strong long-term winner. I think investors are still underestimating how big Oracle could become in the AI era. As for big banks like GS MS WFC, I’m cautiously bullish. If earnings confirm steady credit quality and strong spending, banks could continue their solid run. Trading income and possible regulatory easing are also good signs. 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Great long term bull thesis for MELI in 2025 and beyond","text":"What a beast of a company. Great long term bull thesis for MELI in 2025 and beyond","html":"What a beast of a company. Great long term bull thesis for MELI in 2025 and beyond","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":452965251277312,"commentId":"452965251277312","gmtCreate":1751612832549,"gmtModify":1753154498901,"authorId":3479274805851817,"author":{"id":3479274805851817,"idStr":"3479274805851817","authorId":3479274805851817,"name":"jinglese","avatar":"https://static.tigerbbs.com/4ebe5beb77fb19d8017b2c18ef673b57","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":452700812427880,"objectIdStr":"452700812427880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Loving your insights and analysis! [Great]","text":"Loving your insights and analysis! [Great]","html":"Loving your insights and analysis! [Great]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":453026783326584,"commentId":"453026783326584","gmtCreate":1751624433457,"gmtModify":1751624438908,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every week","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2004},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":452700812427880,"objectIdStr":"452700812427880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[Cool] [Cool] [Cool]","text":"[Cool] [Cool] [Cool]","html":"[Cool] [Cool] [Cool]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":453070430011448,"commentId":"453070430011448","gmtCreate":1751612831758,"gmtModify":1753154499330,"authorId":9000000000000658,"author":{"id":9000000000000658,"idStr":"9000000000000658","authorId":9000000000000658,"name":"CarterSilas","avatar":"https://static.tigerbbs.com/bf65ca86aeb00567f8edf7489edd03ae","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":452700812427880,"objectIdStr":"452700812427880","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting insights","text":"Exciting insights","html":"Exciting insights","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}