$MELI

Summary

The analyst lists 20 stocks and one crypto they are currently bullish on and likely to hold through 2030, expressing a long-term positive stance on these assets.

Reasoning

Each stock is supported by specific growth drivers such as AI, cloud, hyperscaler demand, technology leadership, and network effects, indicating strong secular growth and competitive advantages.

Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030): 1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents & cloud. 2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride self-driving robotics and $NVDA alliance. 3) $MSFT - Burry just went long...first time I agree with him? Generational compounder. Just imagine life without Excel :( 4) $TSM - 2nm + CoWoS capacity mean every hyperscaler has to come to them for yrs. 5) $AEHR - burn-in chokepoint w/ growing hyperscaler backlog probs from $GOOGL, $META, $AMZN. 6) $SOFI - probs the cleanest digital bank rn; AI underwriting + client LTV will compound as gen Z wealth builds. 7) $META - on track to pass $GOOGL as world's largest ad biz this yr + IG/Whatsapp are great. 8) $ASTS / $RKLB - leading the sector behind SpaceX 9) $NOW - clients never leave them + their AI agents are about to eat every enterprise workflow = super sticky recurring rev. 10) $INTC - CHIPS Act + 18A foundry push makes them the only credible Western alternative to $TSM. Partnering w/ $TSLA + SpaceX to make chips for Terafab. 11) $AAOI - 800G/1.6T optics are the literal wires of the AI super cycle; US fabs + hyperscaler orders = huge pricing power. 12) $CAT - autonomous mining tech is just getting started. 13) $SNDK - exploding SSD needs of AI training clusters = margin expansion as DC storage scales. 14) SK hynix - HBM leadership for $NVDA + $AMD; tech edge + premium pricing drive huge margin expansion through to 2030. 15) $AMZN - you could order an air-fryer to the peak of Mount Everest and it'd be there in 24 hours. 16) $MELI - LATAM $AMZN + fintech in one w/ massive network effects in an under-penetrated region. 17) $GEV - only realistic answer to AI power bottleneck. Gas turbines + grid modernization = multi-decade compounder. 18) $VRT - liquid cooling is the physical chokepoint for 100kW+ AI racks; hyperscalers are ordering like crazy. 19) $AVGO - inside every advanced data center w/ software margins on top. 20) $BTC - does the real Satoshi follow me by any chance? I'll do a separate list of European names like $IQE, $ARM, $ASML etc. at some point too!

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