Forget Trump Beijing Trade. This Stock Has 27 Consecutive Quarters of Over 30% Revenue Growth and Nobody’s Talking About It

Quick Learning

• MercadoLibre (MELI) is operating without the risk of exposure to China while fintech revenues rose 51% and Brazilian unit consumer growth reached its fastest pace in five years.

• The analyst who called NVIDIA in 2010 recently named his top 10 stocks and MercadoLibre was not one of them. Get them here for FREE.

NVIDIA (NASDAQ:NVDA) is back on all screens this week, riding a one-month rally of 19.96% as traders run on the AI ​​narrative and the position around President Trump’s trip to Beijing. But here’s what you should actually watch.

Reddit’s feed tells the story the headlines won’t. One post celebrated a “1240% profit on NVDA ($240k) I’m afraid”, another noted that Blackwell GPU rental prices fell 30% over the weekend, and sentiment dropped from very bullish (88) to bearish (22) within 24 hours. Polymarket traders are pricing in a 97.6% chance of a profit beat and an 81% chance of $240 at the end of the month. That is a tight trade by any honest definition.

Background on China’s overhang. Management’s Q1 FY2027 guidance of around $78.0 billion clearly excludes any Data Center computing revenue from China, after a $4.5 billion H20 charge earlier in the cycle. Any handshake or handshake from Trump’s visit moves the stock a few percent in either direction. With a market cap of $5.47 trillion and 25x trailing valuations, retirement funds don’t need that kind of headline risk.

Redirection: MercadoLibre

Think about it MercadoLibre (NASDAQ:MELI) instead. The Latin American trading and fintech operator is down 20.2% year to date while fundamentals have quietly rallied. Reddit’s activity is classified as “low” in all recent sessions, with one driving post clearly positioning it as a “non-AI, non-rocketship-based growth stock”. That’s exactly the kind of setup a seasoned investor is looking for.

The analyst who called NVIDIA in 2010 recently named his top 10 stocks and MercadoLibre was not one of them. Get them here for FREE.

Three reasons to redirect attention here:

1. Geographic insulation from the Washington-Beijing crossfire. Brazil, Mexico, and Argentina lead the revenue line. Brazil’s revenue grew 55% year over year in Q1, with exceptional consumer growth at its fastest pace in five years. Trump’s tax theater doesn’t affect the P&L at all.

2. A fintech engine that doesn’t need an AI thesis to work. Fintech revenue increased 51% to $4.07 billion, monthly active users reached 83 million, assets under management increased 77% to nearly $20 billion, and the credit card portfolio doubled to $6.6 billion. S&P upgraded the balance sheet to investment grade (BBB-) in July 2025. Operating cash flow jumped 119.81% year over year to $2.08 billion.

3. Size asymmetry and runway. A market cap of $79 billion compared to NVIDIA’s billion dollar value leaves room for convergence. The average Latin American makes 7 online purchases a year compared to 41 in the United States, and more than half of Mexicans rely on informal credit. MELI recently posted its most recent quarter of 49% revenue growth, beating consensus by 6.27%, extending its streak of 27 consecutive quarters above 30%.

Yes, the compressed operating margin is about 600 points at 6.9%. That’s intentional work, credit funding, logistics, and first-party assets while competitors hesitate. A forward IP/E of 32 versus the analyst consensus of $2,305.88 indicates a market that has yet to recognize the setup.

Spend a little time refreshing the NVIDIA chart this week and put MercadoLibre on your research list before the next quarterly report.

The analyst who called NVIDIA in 2010 recently named his top 10 AI stocks

This analyst’s 2025 pick is up 106% on average. He recently named his top 10 stocks to buy in 2026. Get them here for FREE.