$MercadoLibre(MELI)$ The recent 20% dip in MercadoLibre’s stock price reflects mounting geopolitical and macroeconomic concerns rather than any fundamental flaw in the business. The primary macro headwind was Brazil’s announcement of a $12B spending cut through 2026, paired with tax hikes on the wealthy and exemptions for lower-income citizens -- which utterly failed to inspire confidence among investors. In the short term, MercadoLibre felt the blow.But the numbers tell a more compelling story -- one of a business defying its environment with an audacious commitment to growth. In Q3 2024, MercadoLibre posted revenue of $5.3B, up 35% YoY and surpassing analyst expectations. Strip away currency distortions, and that growth balloons to an extraordin

$Micron Technology(MU)$ The AI landscape is undergoing a tectonic shift, reshaping technology investment in profound and unexpected ways. At the forefront of the transformation stands Micron, uniquely positioned to thrive as artificial intelligence evolves beyond its nascent stages. While early AI advancements were dominated by GPU clusters powering pre-training compute, the focus has shifted dramatically. The future of AI now hinges on memory -- a domain where Micron holds an undeniable edge.Post-training inference, the process that enables AI to interact with the world in real time, is emerging as the linchpin of modern AI applications. This methodology relies on GPUs equipped with exponentially greater memory capacity, enabling LLMs to deconstruc

Businesses are being swept into a data-driven frenzy, demanding colossal quantities of information and breakneck processing speeds. In this escalating arms race for intelligent systems, tools like data warehouses, lakehouses, and edge computing frameworks are no longer optional; they are critical infrastructure. Companies like $Snowflake(SNOW)$ , Databricks, $Palantir Technologies Inc.(PLTR)$ , $MongoDB Inc.(MDB)$ & $Cloudflare, Inc.(NET)$ aren’t merely participants -- they’re orchestrating a paradigm shift, unlocking layers of data that were once too vast, too fragmented, or too slow to leverage meaningfully.Snowflake

$CrowdStrike Holdings, Inc.(CRWD)$ Monthly Analysis Technical Setup: This past July we saw a sharp decline CRWD’s stock price due to a flawed software update that caused widespread system crashes. Since then we have almost recovered fully and close to breaking ATH’s. CRWD broke out of a Cup’N’Handle pattern last month and is looking for a continuation move past ATH’s towards 550 by the end of 2025. If we see 400 hold, this will see a strong momentous move to 550 and potentially 600. Earnings Highlight: Crowdstrike saw a 29% YoY revenue increase reaching its first $1 billion quarter. The company also achieved $4.02 billion in annual recurring revenue, an increase of 27% YoY.Cybersecurity Growth: The global cybersecurity market is projected to grow

Quantum computing is shedding its once-mystical veneer, evolving from theoretical abstraction into a tangible force that promises to reshape industries. At the heart of this metamorphosis sits NVIDIA, quietly but decisively positioning itself as the linchpin of this technological revolution. The company's CUDA Q platform -- a seamless integration of quantum tools, simulators, and infrastructure -- isn’t merely simplifying quantum computing; it’s accelerating its adoption. In a world where quantum possibilities outpace classical systems, NVIDIA is building the bridge that enterprises will rely on to traverse this new frontier.Quantum computing is an inherently intricate dance -- an interplay of nascent hardware, cutting-edge algorithms, and unimaginable computational potential. Yet NVIDIA,