Brayden Schwartz

$ZETA is absolutely flying after hours up 11% after a great Q1! •Revenue up 50% YoY 🤯 •EBITDA up 42% YoY 🏦 •2026 Guiding for 37% growth 🚀 One of my biggest holdings for a reason 📈

@investinscott @NotA_Bull I’ve been adding the last few months

@SchwartzFinance @NotA_Bull My stack of $MELI is much lower but i am considering adding here too.

I have $5,500 to buy the dip. Which stocks should I buy?

Past of stocks doesn’t matter, they are up to 120M unique buyers and 70M MAU with Mercado Pago (fintech), expected Net income growth of 40% with a forward pe of 35, PEG of under one, they are targeting an entire continent that isn’t digitalized and becoming the option with the most benefits

@SchwartzFinance @NotA_Bull Why? Hasn’t done anything for 5 years

@TrendSpider $AMZN but $MELI is a close second, Amazon is pretty much its own ETF with everything from the main e commerce to AWS, advertising growing huge then the chip business growing 100% YoY its a must hold it any portfolio IMO

You have to pick 1 stock to hold for the next 10 years. No selling. No checking in. No changing your mind. What are you buying and why?

My Portfolio is Led by $AMZN 12% $MELI 8.5% $ZETA 7.9% What’s your biggest holding?

@CapexAndChill They are capitalizing currently with more logistics centers they are building in Brazil and Argentina while expanding Mercado Pago, sacrificing today’s margins for long term game I’m in for the long run on this one

More from the Mercado Libre's 2025 Impact Report. $MELI now routes 96% of shipments through its own proprietary network. This allows them to deliver 75% of express shipments in less than 48 hours. They are directly attacking cheap Asian e-commerce platforms by opening a distribution center in Shenzhen, China. This allows Chinese factories to ship directly to Latin America using Mercado Libre's trusted infrastructure. They are also automating their warehouses to control long-term labor costs. MELI partnered with Agility Robotics to deploy a bipedal humanoid robot named Digit in a Texas facility. This indicates a clear operational effort to replace expensive human labor with automated systems. They aggressively expanded the loan portfolio to $38.8B across the region. Loaning money at this scale carries default risks. To secure cheaper funding for these loans, Mercado Pago applied for a full banking license in Mexico and intends to seek one in Argentina. This license will allow MELI to use actual customer deposits to fund its loans instead of borrowing expensive corporate debt. Meli Dolar is now their sole focus in crypto, which is a stable coin tied directly to USD. This pivot provides a real financial utility for users living in economies with high inflation.

What’s the best deal in the Data Center market right now? $CRWV at $119 (1% Off ATH) $IREN at $45 (40% off ATH) $NBIS at $155 (5% off ATH) $CIFR at $17 (32% off ATH)

@StockWorthyApp @Ashton_1nvests 💯

@Ashton_1nvests $MELI

What stock do you think will surprise the most people this year?

@stockswithtom $MELI

Next week earnings!📊 Many interesting stocks reporting next week.🚀 Monday: $PLTR $DUOL $GRAB $BRK.B Tuesday: $SHOP $PYPL $AMD $SMCI $MSTR $ALAB Wednesday: $DIS $NVO $UBER $IONQ $ARM $APP $SNAP $AXON Thursday: $CELH $DDOG $MCD $IREN $CRWV $COIN $MELI $RKLB $OPEN Friday: $WEN What are you watching?🧐

@SergeyCYW $ZETA is calling for 37% growth

Fastest SaaS by NTM revenue growth 👇 $PLTR 62.7% $APP 38.6% (46.8%*) $AXON 29.3% $FIG 29.2% $NET 28.8% $ORCL 28.4% $PANW 28.1% $ZETA 26.7% $SNOW 26.2% $SHOP 26.1% *AppLovin (APP) adjusted for mobile gaming business sold. For growth stocks, NTM revenue estimates matter. They help frame expectations, benchmark against peers, and identify where momentum is actually building.

@busines2develop @TheRonnieVShow I think because of the SBC worries and wasn’t profitable that quarter, more opportunity to buy more in my opinion

@TheRonnieVShow So,why zeta is low now

Haters gonna hate. ZETA gonna ZETA! $ZETA

@fiscal_ai Holding $AMZN is its own etf at this point. E commerce AWS Ads Chips Starlink competitor It’s unbelievable

Amazon hit its highest operating margins ever this quarter (13.1%), as its high margin segments now account for more than 60% of overall revenue. Subscriptions: 7% of Revenue Advertising: 9% of Revenue AWS: 21% of Revenue 3P Seller Services: 23% of Revenue $AMZN

@OBPinvestments Love it, I hold all 4 of those as well

@SchwartzFinance $NVDA $AMZN $META $IREN

My 4 Favourite Stocks to Buy Right Now (5+ Year Time Frame) $ZETA 🟣 $MELI 🟡 $AMZN 🟠 $META 🔵

@Apo__strophe @DividendTalks I’m more focused on long term with it I believe 10 years from now a 10k stock so over 5x from here, for 1 year target I think 2500. But could be lower due to margin compression fears

@SchwartzFinance @DividendTalks What’s your target on it?

Stocks Near 52 Week Lows: MercadoLibre $MELI - $1,850 Fair Isaac $FICO - $1,000 Mastercard $MA - $495 Berkshire Hathaway $BRK.B - $475 Spotify $SPOT - $440 Ferrari $RACE - $340 Home Depot $HD - $323 McDonald’s $MCD - $285 Adobe $ADBE - $250 International Business Machine $IBM - $232 Automatic Data Processing $ADP - $215 T-Mobile US $TMUS - $195 Accenture $ACN - $180 Salesforce $CRM - $180 SAP $SAP - $170 Waste Connections $WCN - $160 Procter & Gamble $PG - $147 Lululemon $LULU - $133 American Water Works $AWK - $127 Zoetis $ZTS - $115 Duolingo $DUOL - $110 Kimberly-Clark $KMB - $97 ServiceNow $NOW - $90 Abbott Laboratories $ABT - $89 Sea Limited $SE - $86 Medtronic $MDT - $80 Uber $UBER - $75 Fiserv $FISV - $62 Nike $NKE - $44 Novo Nordisk $NVO - $43 General Mills $GIS - $34 Chipotle Mexican Grill $CMG - $33 Toast $TOST - $29 The Trade Desk $TTD - $24 Kraft Heinz $KHC - $22 Figma $FIG - $18 Kenvue $KVUE - $17 Buying any?

This is why $MELI is the ultimate compounding machine. 🟡🎡 Most companies have a product, MercadoLibre has an ecosystem The Flywheel Effect • GMV Growth: 37% (FX Neutral) — the shopping engine is on fire. • Fintech (Pago): TPV up 35% as it becomes the region’s digital wallet. • Ads: 70% growth. High-margin revenue dropping straight to the bottom line. • All of this while being 30% off of all time highs 📈 They own the entire system in Latin America, this isn’t a one stop shop when a customer comes they stay, that’s what a dominant company does Do you own MELI or are you waiting for a further dip

@OBPinvestments Thanks 👊, what are your 4?

@SchwartzFinance Great picks 🚀🚀🚀

@OBPinvestments Yeah me as well, they are 2 of my largest holdings

@SchwartzFinance Nice. I’m interested to see how both grows over the years.

Im debating on Adding one of these individual stocks to my Portfolio. I’m holding long term for 10-15 years. Which one should I choose & why? $SOFI $ZETA

Sometimes you have to remember not to take life too seriously because eventually for everybody it ends, get out see the world if you are able and don’t worry about every little thing. Life is supposed to be fun, remember that