🚀 MercadoLibre started 2025 with financial results that significantly surpassed market expectations.
📈 The positive earnings report led to a 9% surge in its premarket share price, indicating strong investor confidence.
🇦🇷 MELI's performance heavily influences the ARGT ETF, which has a substantial (20-30%) weighting in the company, causing ARGT to outperform the general Merval index when MELI does well.
🏗️ A past advisory with an employee revealed significant infrastructure development at Pampa Energía, leading to a strong conviction in the company's growth.
📈 This insight into Pampa's expansion plans, coupled with ongoing projects and capital raising, correctly anticipated a substantial stock price increase.
💡 The Argentine energy sector, where Pampa operates, is considered to have vast untapped potential, though it faces execution challenges.
🛡️ Google experienced a significant hack reportedly by Russian hackers, which negatively impacted its stock.
🍏 Adding to competitive pressure, Apple is rumored to be developing its own AI-powered search browser.
📊 Despite these challenges, Google's stock is trading in an interesting support zone around $147-$150, with its long-term uptrend still potentially intact on a weekly chart.
📉 Nike's stock remains at a key support zone, having previously broken its long-term uptrend and currently in a bearish phase.
🤔 On a weekly chart, the current price level is not considered bad for a potential rebound, although a clear buy signal hasn't emerged.
⏳ The stock was previously anticipated for a bounce but has not yet materialized, indicating continued uncertainty.
📉 YPF reported a second consecutive quarter of losses, with results below market expectations.
🤔 Despite negative results, the stock showed some upward movement, and the broader Argentine energy sector is seen as having significant growth potential, particularly with Vaca Muerta.
⚠️ The energy sector, including YPF, faces challenges in capitalizing on its resources, often hindered by infrastructure issues or other setbacks, leading to underperformance.
