Mercado Libre

MELI

Market cap $105B

2026 is on a fresh start, and January is nearly halfway over. While we cannot slow the hands of time, we can look at it as an opportunity to make money.

At a $110 billion market cap, outsize growth is still possible but won't come as easy as it did in past years. The company's total addressable market indicates it will remain a growth stock for the foreseeable future.

Nvidia and Taiwan Semiconductor are top picks in the AI hardware sector. Amazon and MercadoLibre are building e-commerce empires.

The latest trading day saw MercadoLibre (MELI) settling at $2, representing a -1.31% change from its previous close.

These ideas all share the important quality of long-term revenue growth potential. All five of these stocks have a compelling valuation, in my opinion, boosting them up my personal rankings.

Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.

New York City-based Overbrook Management sold its entire position in MercadoLibre during the fourth quarter. The position was previously worth about $13.07 million.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Shipping subsidies are driving MELI's GMV surge, but rising logistics costs and squeezed margins raise questions about how durable that growth can be.

MercadoLibre's favorable market trends and relentless expansion make this stock a likely long-term winner. The stock has an inexpensive valuation, which provides a margin of safety for investors.