PLB

[Shay Boloor @StockSavvyShay]

MY 3 FAVORITE STOCK OPPORTUNITIES RIGHT NOW

1. $MELI | MercadoLibre

MercadoLibre is the cleanest example of a stock that looks broken because the market wanted near-term EBIT while the business is clearly on fire underneath. Revenue grew 49% YoY to $8.8B, commerce grew 47%, fintech grew 51%, GMV grew 42% and Brazil items sold accelerated 56% yet the stock sold off because margins compressed as management chose to reinvest into free shipping, logistics, credit cards, 1P commerce and marketing instead of managing the quarter for the market.

I think the market is trying to paint MercadoLibre as this mature retailer trying to squeeze out another 50 bps of margin but really it's still building the $AMZN + $PYPL + $XYZ logistics layer for LatAm in a region where e-commerce, digital payments, credit, ads and primary banking adoption are still years behind the U.S.

2. $SOFI | SoFi

SoFi is a stock that looks broken because the market wanted the usual beat-and-raise while the business still delivered numbers that most fintechs would kill for. Revenue grew 41% YoY to $1.1B, EBITDA grew 62%, members grew 35% to 14.7M and loan originations grew 68% to $12.2B but the stock sold off because management only reiterated guidance, rate cut expectations have disappeared and the Tech Platform (Galileo) segment remains weak from the Chime offboarding.

My thesis is that SoFi is still building the all-in-one digital finance platform for the next generation. The core flywheel is intact because members are growing, deposits are scaling, lending demand remains strong and ~45% of new products are coming from existing members.

3. $META | Meta Platforms

Meta is a stock the market keeps treating like an AI capex problem while the actual business is becoming one of the clearest AI monetization engines in the world. Revenue grew 33% YoY to $56B, ad impressions grew 19%, ad pricing grew 12% and Q2 guidance came in stronger than expected but the stock sold off because Meta raised capex guidance by $10B and market immediately went back to the fear that Zuckerberg is overspending before the payoff shows up.

I think the payoff is already showing up since AI is improving Reels ranking, video engagement, ad targeting, conversion quality, business messaging and creative performance across Facebook, Instagram, WhatsApp and Reels. Meta is using AI to make the highest-margin advertising machine on the internet more relevant, more efficient and more valuable.

The common thread across all three is that the market is punishing near-term discomfort while the underlying businesses are getting stronger which is the exact kind of mismatch I like buying.

[Shay Boloor @StockSavvyShay]

WHERE THE ENTERPRISE AI STACK IS BEING BUILT

1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-world actions backed by a Rule of 40 score of 127

2. $CRWD, $PANW, $ZS & $RBRK building the security layer of the AI economy across endpoint, identity, Zero Trust & cyber recovery as every new agent, machine identity & AI-generated workflow expands the attack surface

3. $NET building the connectivity layer of the AI economy through the internet control plane that agents, APIs & inference traffic must move across in real time, with Cloudflare sitting behind over 20% of the web

4. $SNOW & $MDB building the data layer of the AI economy through the clean, structured, production-grade enterprise data systems that make AI usable inside real applications and workflows

[Lewis 🏴󠁧󠁢󠁷󠁬󠁳󠁿 @WaldronLewis]

Jeff Bezos reveals why he refuses to make a single important decision before 10am:

"I like to putter in the morning. I like to read the newspaper. I like to have coffee. I like to have breakfast with my kids before they go to school. My puttering time is very important to me. That's why I set my first meeting at 10 o'clock"

"I like to do my high IQ meetings before lunch. Anything that's going to be really mentally challenging, that's a 10 o'clock meeting. Because by 5pm, I'm like, I can't think about that today. Let's try this again tomorrow at 10am"

"As a senior executive, what do you really get paid to do? You get paid to make a small number of high quality decisions. If I make three good decisions a day, that's enough. Warren Buffett says he's good if he makes three good decisions a year"

[PLB @PatMFNBell]

@RGIII Rousey fight was trash. Totally fake.
Diez fight was bloody as always. Overall it was free kinda lol

[PLB @PatMFNBell]

@NBA__Courtside You can win multiple championships with these leaders

[PLB @PatMFNBell]

@NBA__Courtside MJ, Kobe, LeBron, Duncan, Curry my top 5

[PLB @PatMFNBell]

@Thechat101 Brandon Jennings is smoking something

[PLB @PatMFNBell]

@tWITTTerspace88 @TaraBull Ohh how wrong you are. Watch the videos he is inciting violence with body language and yes words. Words are very powerful. You have to have intelligence to see and understand this though

[PLB @PatMFNBell]

@JamesPMNFan @TaraBull Who the fuck said he was MAGA you just as bad as he is dude. You starting shit right there.
How bout he just a POS don’t fall in line with name calling

[PLB @PatMFNBell]

@theblockspot Naw MJ the GOAT.
LeBron the goat of not retiring

[PLB @PatMFNBell]

@BrianCaldNBA Lack of nuts

[PLB @PatMFNBell]

@TomBradyEgo You mean the fake beef stuff . Yeah it was all fake

[PLB @PatMFNBell]

@RichardBig44907 @alx Keep reaching bud

[Kaden @PlayoffKaden]

This is what a real 80+ point game looks like, just in case you forgot.

[PLB @PatMFNBell]

@ailanyus Yes

[PLB @PatMFNBell]

@theleftbible Old footage keep grabbing for air

[NBA - Jordi de Mas @demas6Basket]

Lo que hizo Vince Carter en 200 SIEMPRE será recordado

Disfruta👇

[internet is real @InternetReels]

Most craziest police chase you’ll ever come across. Real life GTA

[Nicolas Hulscher, MPH @NicHulscher]

Mel Gibson isn't lying... A recent study documented COMPLETE REMISSION of Stage IV cancers using fenbendazole.

Patients with advanced melanoma, breast, and prostate cancer saw their tumors disappear — without chemotherapy.

Clinical trials must be launched immediately.