There are two main direct ways $MercadoLibre(MELI)$ monetizes the e-commerce marketplace: - First-party sales (1P) - Third-party sales (3P) When MELI sells products that it owns and holds in inventory to customers, it acts as a first-party seller. In this scenario, MELI sources goods directly from the manufacturer or the distributor and handles the transportation and storage. Most crucially, the company is in full control of pricing and recognizes the entire sale as revenue. So, if they sell a blender for $60, they recognize the whole $60 as revenue. Meanwhile, 3P is when a product purchased by the customer is sold by an independent merchant, not by Mercado Libre itself. MELI charges the merchant fees for using the platform and recognizes said fee

Prediction for next 6 months: - markets chop around until spaceX ipo (expected on june 12th, a friday). - over that weekend, trump will also finalize a US/Iran peace deal…celebration will ensue. - two massive wins by mid-june!! - markets will pop 1-2% on that monday (the 15th), but it’ll be fake. - $SPDR S&P 500 ETF Trust(SPY)$ will chop around + be super volatile the rest of june - a local top has been made - selling pressure accelerates into late summer months - dip is sharp + scary, many calling for doomsday again - but it’s short-lived…markets rip into end of year We shall see. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lowe

Chips without memory are useless. There are 4 types of memory and storage: - SRAM: $STMicroelectronics NV(STM)$ $Microchip Technology(MCHP)$ $Infrax Systems Inc.(IFXY)$ $ON Semiconductor(ON)$ - DRAM: $Micron Technology(MU)$ , Sk Hynix, Samsung - SSD: $SanDisk Corp.(SNDK)$ - HDD: $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ The closer memory is to the chip, the faster it must be. But that also makes it smaller, more expensive, and more power hungry. Ev

$Robinhood(HOOD)$ - trump accounts official launch is july 4th!! - world cup + prediction markets - no more PDT rule = more trading activity - vlad tenev: “prediction market supercycle” coming - insider BUYING recently Why now? Welp, on the predication markets angle...we have midterm elections and the biggest sporting event on earth happening within months of eachother, AND the world cup in in north america (ideal for robinhood). Also, it's america's 250th birthday on July 4th...trump accounts officially launch that day...you don't think there's a possibility of a "trump accounts" or hood mention in a big speech. Non-zero possibility for sure. The elimination of the PDT rule is bigger than most people think. Fewer restrictions = more activity...mo

$Ondas Holdings Inc.(ONDS)$ . Deep dive. Becoming one of my top swing ideas. Reminder: - fourth of july is in <1 month - america's 250th birthday - trump talking about drone dominance - discussions of equity stakes in drone co's - america250 celebration Feels like a good time to be long american defense companies...but anyways. 1) eric brock (the ceo) is not a drone founder. - most drone CEOs are engineers - eric spent ~20yrs as an institutional investor + port manager - kinda odd, but - i believe there's an angle here where ONDS is almost being treated as a investment vehicle with multiple levers: - american robotics, airobotics, iron drone, etc - with the goal of being anduril-type of platform with more of a robotics flair 2) anduril IPO run-

When I'm building my portfolio, I want to be concentrated at the stock level, but diversified at the theme level. I look for the strongest + emerging themes...think drones, software, robotics. Then I concentrate in the leaders within those themes. But at the same time, I don’t want all of my exposure tied to a single area like tech, so I diversify at the theme level by owning things like silver and copper. Gives me diversification across themes while still allowing me to stay concentrated in the highest-conviction names within each one. So...if technology starts taking a beating, metals can float my portfolio + carry the load until things settle down. Just an example, but could look something like: $Ondas Holdings Inc.(ONDS)$ = drone theme

One of the best ways to find the next big winner is to look for stocks with blowout earnings. Some of the biggest earnings winners in Q1: $SanDisk Corp.(SNDK)$ +620.15% $Rackspace Technology(RXT)$ +470.41% $Hyliion Holdings Corp.(HYLN)$ +307.49% $Wolfspeed Inc.(WOLF)$ +275.06% $DigitalOcean Holdings, Inc.(DOCN)$ +271.09% $Dell Technologies Inc.(DELL)$ +228.83% $Vishay Precision(VPG)$ +226.64% $Bloom Energy Corp(BE)$ +221.71%

The AI revolution extends far beyond GPUs. Nvidia's AI Factory ecosystem spans cloud providers, energy suppliers, data center operators, infrastructure builders, and server manufacturers—all working together to power the next generation of AI at scale. Nvidia's AI Factory Ecosystem AI Clouds: $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ AI Factory Software: $IBM(IBM)$ $Red Hat(RHT)$ Design and Construction: $Cadence Design(CDNS)$ $Jacobs Engineering(J)$

AI is no longer just a chip story. From power generation and semiconductors to cloud infrastructure, foundation models, and enterprise applications, every layer of the AI stack is creating new investment opportunities across the ecosystem. Jensen literally told you where to invest. This is his 5-Layer AI Cake: Layer 1: Energy $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$ $Amprius Technologies Operating Inc(AMPX)$ $Vicor(VICR)$ $Vistra Energy Corp.(VST)$ $Navitas Semiconductor Corp(NVTS)$<

It's really tough to ever sniff a multi-bagger if you’re trimming big chunks off anytime you see a little green. I rarely trim into strength...instead, I let specific weakness or signs of fragility in my thesis (technically, fundamentally, or catalytically) dictate my next move. If everything remains solid, I'm staying fully in or even adding. The other (rare) 10% is me trimming on massive extensionary moves. - obvious blow off tops - multiple ATR moves in a short period - god candles Otherwise my goal is always to hold bigger size, for longer timeframes. Winners deserve more capital, not less...most people's "systems" tend to shrink their best ideas. Once I'm actively in a trade + happy with my positioning, I barely look at the chart. I'll even temporarily remove the stock from my main wa

Compute continues to be the bottleneck. Since my post 1 month ago... $Digi Power X Inc.(DGXX)$ Digi Power X +103.54% $HIVE Digital Technologies Ltd(HIVE)$ Hive Digital +83.08% $WhiteFiber, Inc.(WYFI)$ WhiteFiber +75.24% $Hut 8 Mining Corp(HUT)$ Hut 8 +69.54% $Bitdeer Technologies Group(BTDR)$ Bitdeer +52.22% $Riot Platforms(RIOT)$ Riot Platforms +51.23% $NEBIUS(NBIS)$ Nebius +49.93% $CleanSpark, Inc.(CLSK)$ CleanSpark +46.72%

From AI memory and data-center infrastructure to space, energy, and next-generation semiconductors, 2026's top-performing stocks reveal where capital is flowing. Leaders like $SNDK, $MU, $DELL, $ARM, $RKLB, $NBIS, and $AMD have led the charge, while a new wave of emerging winners is rapidly gaining momentum. 📈 The Leadings Stocks in 2026: Market Leaders $SanDisk Corp.(SNDK)$ +593.67% $Micron Technology(MU)$ +229.01% $Dell Technologies Inc.(DELL)$ +227.94% $Bloom Energy Corp(BE)$ +214.67% $ARM Holdings(ARM)$ +213.12% $Seagate Technology PLC(STX)$<