Value Compounders

Undervalued stocks, identifiable catalysts, and long-term compounding. (Not Financial Advice)

[Barchart @Barchart]

JUST IN 🚨: Alphabet $GOOGL to be added to the Dow Jones 🥳🫂

[Kalshi @Kalshi]

JUST IN: Stock market reaches "most expensive" valuation ever — surpassing dot com bubble.

[Charlie Bilello @charliebilello]

Semiconductor stocks are now up 246% over the last 14 months, surpassing the 234% surge during the peak of the dot-com bubble.

The AI mania has taken semis to a place only seen once before.

History doesn’t repeat, but extremes tend to rhyme.

Video: https://t.co/WStwCcfM0J

[unusual_whales @unusual_whales]

Semiconductor stocks now account for a record 18.8% of the S&P 500’s market cap, per Bloomberg

[Charlie Bilello @charliebilello]

20 stocks in the S&P 500 have doubled this year.

19 are AI-related.

This is the type of narrow leadership often seen during speculative manias.

[Brian McCormick @bjmtweets]

When the market is overheated, there will be signs. This is one of them for the AI trade.

$MU $SNDK $TSM

[Bourbon Capital @BourbonCap]

$MELI opens its largest office in Chile

The office is located at the Costanera Center, the tallest building in Chile and i think in Latin America

[Value Compounders @ValueCompor9]

Funny seeing people talk bad about value investing when they are FOMOing these AI and Space stocks at unrealistic valuations. Herd behavior never changes and never will. Its ingrained. Remember if you own these high-flying stocks your exit liquidity for someone that got in early.

[Value Compounders @ValueCompor9]

I remember buying $MU, $TSEM, $COHR, $PLAB and several other Semi related stocks when they were screening as value stocks. Now valuations are completely disconnected.

[unusual_whales @unusual_whales]

Amazon, $AMZN, in talks to sell Nvidia, $NVDA, rival chips to other companies, per Bloomberg.

[Gonza Giardino @gonzagiardino]

@michaeljburry Trading Post June 18, 2026
$MELI

[Value Compounders @ValueCompor9]

Michael Burry purchased more $MELI shares yesterday.

[Value Compounders @ValueCompor9]

Why I Can’t Stop Buying This Unstoppable, 49% Growth Juggernaut Even as a Warsh “Rate Shock” Threatens to Tank The Market https://t.co/o4p2wDBD1t

[Investment Wisdom @InvestingCanons]

The game gets easier when you play longer.

[Value Compounders @ValueCompor9]

Should bode well for $MELI.

[Deep Sail Capital @DeepSailCapital]

Their is a huge bull case for Latin America here:

The region is finally moving past decades of boom bust cycles with fiscal discipline and structural reform.

Countries leading the way:

Argentina (Javier Milei): Driving one of the most ambitious fiscal adjustments in modern history to eliminate deficits and curb inflation. 

Brazil: Digital infrastructure leader in the region with the PIX payment rails, and tech hub for investment.

Mexico: Mexico’s unique position as a global manufacturing powerhouse for US is the epicenter of international nearshoring.

El Salvador (Nayib Bukele): Implementing a drastic shift in public security that has fundamentally altered the domestic landscape, creating a new baseline for governance. Opened up tourism market.

I think it’s an investment theme that is widely under discussed.

[Charlie Bilello @charliebilello]

With a market cap of $2.8 trillion, SpaceX just passed Amazon to become the 5th largest company in the world.

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Charlie Bilello @charliebilello]

Only times in history where the Semiconductor Index gained more than 230% in a 14-month span:

1) December 1998 - February 2000
2) April 2025 - Today

That's the entire list.

[Charlie Bilello @charliebilello]

SpaceX's market cap crossed above $3 trillion today in after hours trading.

That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).

Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion

Amazon Sales: $743 billion
Amazon Net Income: $91 billion

SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion

[Bourbon Capital @BourbonCap]

$MELI Chief Accounting Officer bought more shares

125 shares for $200k

[Value Compounders @ValueCompor9]

More insider buying. $MELI MercadoLibre (NASDAQ: MELI) SVP Marcelo Melamud buys 124.64 shares in open-market trade
https://t.co/G9VjMlJcO7