Mercadolibre

MELI

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StockMarket.NewsOct 26, 2026 at 01:48 PM
BRAZIL IS CRASHING AFTER LULA WINS A RECORD 4TH TERM
The iShares MSCI Brazil ETF $EWZ fell 27% premarket, on track for the biggest drop in its 26-year history per WSJ
$XP(XP.US) is down more than 40%, $Petroleo Brasileiro SA(PBR.US) is down 25% in what would be its 2nd worst day ever, and $Mercadolibre(MELI.US) and $Ambev(ABEV.US) are both down about 10%
The Brazilian real sank about 8% to R$5.42 per dollar and Ibovespa futures fell almost 15%, right near the exchange's emergency floor
Lula beat Flávio Bolsonaro with 51.79% of the vote after markets had priced in a right-wing win and fiscal tightening
Brazilian stocks had rallied almost 7% since the first round, so this whole trade is unwinding in a single morning
When an entire country's market gets repriced overnight on one election, the lesson is that consensus positioning is the biggest risk of all
Source: StockMarket.News
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Michael Burry TrackerSep 18, 2026 at 04:26 PM
Michael Burry's complete holdings, per his Substack
Top tier (disclosed %):
• Lululemon $Lululemon(LULU.US) [Long, 17.4%]
• MercadoLibre $Mercadolibre(MELI.US) [Long, 12%]
Second tier (9% each):
• Molina Healthcare $Molina Healthcare(MOH.US) [Long]
• Temple & Webster $TPW [Long]
Third tier (ranked, undisclosed %):
• Zoetis $Zoetis(ZTS.US) [Long]
• Sprouts Farmers Market $Sprouts Farmers(SFM.US) [Long]
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Hardik ShahSep 3, 2026 at 11:40 AM
$Mercadolibre(MELI.US) | BTIG 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗲𝗿𝗰𝗮𝗱𝗼𝗟𝗶𝗯𝗿𝗲, maintains PT at $𝟮,𝟭𝟱𝟬
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Michael Burry TrackerAug 24, 2026 at 02:27 PM
Breaking: Michael Burry has disclosed his updated positions
He:
• Bought CoreWeave $Coreweave(CRWV.US) shorts
• Added to Micron $Micron Tech(MU.US) shorts
• Added to Palantir $Palantir Tech(PLTR.US) shorts
• Added to Semiconductor ETF $SOXX shorts
• Added to Mercado Libre $Mercadolibre(MELI.US) longs at $1890s
• Added to Lululemon $Lululemon(LULU.US) longs at $115s
• Added to Molina $Molina Healthcare(MOH.US) at $201
• Bought Sprouts Farmer’s Markets $Sprouts Farmers(SFM.US) shares at $70s
• Bought Temple & Webster $TPLWF shares in low $3s
• Bought Build-a-Bear $Build A Bear(BBW.US) in mid-upper $30s
• Trimmed PayPal $Paypal(PYPL.US)• Trimmed Veeva $Veeva Systems -CL(VEEV.US)
Michael Burry said "The vast majority of people should never short, and likewise should never be on margin."
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Michael Burry TrackerAug 12, 2026 at 10:16 PM
Breaking: Michael Burry has disclosed his updated positions
He:
• Added to Nebius $Nebius(NBIS.US) shorts at $247
• Added to Micron $Micron Tech(MU.US) short at $924
• Added to Oracle $Oracle(ORCL.US) short at $152
• Added to Semiconductor ETF $SOXX shorts
• Added to Mercado Libre $Mercadolibre(MELI.US) longs at $1850
• Added to Zoetis $Zoetis(ZTS.US) long at $73.60
Michael Burry said "Nebius is what the top of a boom looks like" expecting the AI crash is incoming
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Hardik ShahJul 15, 2026 at 11:02 AM
$Mercadolibre(MELI.US) | Citi 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐌𝐞𝐫𝐜𝐚𝐝𝐨𝐋𝐢𝐛𝐫𝐞 to $𝟐𝟎𝟎𝟎 from $𝟏𝟗𝟓𝟎, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥
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SerenityJul 4, 2026 at 09:45 PM
Nikkei - $JD.com(JD.US) E-Commerce Giant CEO warns "Robots Will Replace 700,000 Delivery Workers".
Per FT's earlier piece last month: The 700,000 delivery personnel working for the firm will be replaced by robots, highlighting how rapid automation has become a new threat to China's already severe job market.
Liu Qiangdong, revealed that the company has signed contracts with approximately 120 schools to retrain its delivery workers, enabling them to transition into new roles such as robot repair and maintenance...
"Beijing has started to track AI’s hit to jobs as a national priority."
This follows other corporate strategy reports like $Amazon(AMZN.US), of avoiding 600,000 future hires with robots.
But it's very interesting to see the shift in worker roles to robot support. Maybe $Doordash(DASH.US) to $Uber Tech(UBER.US) to $Mercadolibre(MELI.US), we'll all start to see this rollout following China.
There's a lot of retail disbelief over humanoid/robotics commercialization. But feels like the direction industry is heading down is pretty clear.
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What TrendSpider SayJun 28, 2026 at 11:05 PM
Getting tight at the lows with insider conviction 👀 $Mercadolibre(MELI.US)
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Hardik ShahJun 24, 2026 at 12:15 PM
$Mercadolibre(MELI.US) | Morgan Stanley 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐁𝐮𝐲 on 𝐌𝐞𝐫𝐜𝐚𝐝𝐨𝐋𝐢𝐛𝐫𝐞, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟐,𝟒𝟓𝟎
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NewUser_oPJWOUJun 23, 2026 at 08:17 AM
$Sea(SE.US) Southeast Asian e-commerce and fintech company Sea also dominates its region, much like MercadoLibre. However, its shares have traded down sharply over the past year. The company's margins dipped while it defended its territory through seller incentives and various promotions. While this is a reasonable reaction from the market, I think it has been overdone -- especially as Sea grew sales by 47% in its latest quarter. Best yet, Sea's VIP membership grew by 40% to over 10 million customers, and Brazil remained the fastest-growing market for Shopee. In general, the ecommerce sector is suffering from the macro concerns of inflation & the Middle East war, but long term it should technically recover. @Bridge Buzz SG
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