Wafer-scale technology could deliver 100X the performance while using 90% less energy...
Dear Fellow Investor,
While everyone’s fighting over AI scraps...
Trump just triggered what I believe is the biggest tech disruption since the internet.
I’m George Gilder. I’ve been calling tech revolutions for 40+ years.
When I predicted cell phones would change everything in 1991, people laughed.
When I said streaming video would kill Blockbuster in 1994, Wall Street ignored me.
When I called Amazon’s dominance in 1996, investors shrugged.
Those “crazy” predictions were followed by insane returns:
- Apple: 249,900% since IPO
- Netflix: 112,700% from going public
- Amazon: 216,100% since IPO
Now I see something even BIGGER brewing…
I see the death of big data centers coming. And My research suggests three companies are making it happen: building what I call the “Trillion Dollar Triangle”:
- Wafer-scale chips 100X faster than current systems
- 90% energy reduction
- Technology that makes AI data centers unnecessary
Make no mistake... This could be one of the biggest opportunities I’ve seen in over four decades.
>> Get the three company names before Wall Street catches on <<
To the future,
George Gilder
Editor, Gilder’s Technology Report
MercadoLibre Sold Off After Earnings—Why Bulls See a Buy-the-Dip Setup
Written by Thomas Hughes. Originally Published: 2/26/2026.
Key Points
- MercadoLibre is outgrowing major eCommerce peers, backed by share gains and strength across both commerce and fintech heading into 2026.
- Higher investment spending pressured margins and the share price, but the pullback can be attractive if growth holds and profitability improves over time.
- Price targets imply roughly 35% to 60% upside in 2026, assuming MercadoLibre maintains growth and avoids further margin pressure.
- Special Report: [Sponsorship-Ad-6-Format3]
MercadoLibre’s (NASDAQ: MELI) Q4 results and 2026 outlook give investors a compelling reason to buy. The company is growing, outperforming peers, and is only about 50% penetrated in its addressable market.
While the results left something to be desired, the roughly 10% share price decline looks like an overreaction to investments that should pay off over time.
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MercadoLibre is known for an upfront, aggressive investment approach: it spends now because customer traffic and monetization tend to follow.
For investors, that strategy translates to sustained, high-double-digit growth and improving profitability that should boost financial health and shareholder value.
MercadoLibre Issues Mixed Results as Investment Cuts Into Profits
MercadoLibre posted a strong quarter, with revenue growth accelerating both sequentially and year over year to about 44.5%. The gains were driven by increased merchant and consumer traffic, with gross merchandise volume up 37% and strength across all regions and business segments. Key markets—Brazil, Mexico, and Argentina—grew at accelerated rates of 37%, 41%, and 72% on a foreign-exchange-neutral basis, underpinning a systemwide 40% increase in commerce channels and a 51% increase in fintech revenue.
Margins are the sticking point because the increased spending is not guaranteed to pay off immediately. Still, MercadoLibre's strategy—offering incentives such as logistics services for merchants and free shipping on qualifying orders—has proven effective where available. Although EPS missed by $0.41, reported earnings were $11.03 per share and profitability remains healthy.
Outlook details are important: the company is expected to continue growing revenue and its earnings base substantially next year. Consensus forecasts call for earnings growth of more than 50%, which could prove conservative given current trends.
MercadoLibre is not only aggressively working to capture its market; the market itself is expanding and digitizing faster. Those combined forces create a robust tailwind, as reflected in the revenue history. Quarterly earnings can be uneven, but revenue growth has been consistent and has routinely outpaced estimates. Over time, aggressive investment should decelerate and become a tailwind for margins and profits.
Analysts Respond Favorably: Near-Term Headwinds Versus Growth
Analysts reacted favorably overall. The handful of revisions MarketBeat tracked on the day of the release largely affirmed the Moderate Buy consensus. A few firms trimmed price targets but highlighted bullish offsets—such as a pricing increase in Brazil that could boost EPS by up to 3% and continued strength in core markets. Most targets remain near or only slightly below consensus. The consensus target implies about 60% upside in MELI's stock price, while the low-end range still implies roughly 35% upside.
Many analysts view MELI’s late-February pullback as a buy-the-dip opportunity, and institutional trends suggest continued interest. Institutional data shows institutions own roughly 87% of the stock and have increased holdings in three of the past four quarters and seven of the past eight. Buying activity ramped in late 2025, peaked in early 2026, and appears likely to remain supportive amid the price pullback. If MELI’s growth outlook felt like a buy at $1,975 in late December 2025, it looks even more attractive at roughly $1,750 in early 2026.
MercadoLibre Builds Value for Investors Alongside Its eCommerce Network
MercadoLibre’s balance sheet underscores the health of its business and the impact of its growth investments. Highlights from 2025 show liabilities increased, but debt remains low, the liability growth was offset by asset gains, and equity is rising. Shareholders’ equity increased by more than 55% to over $6.7 billion, and it is expected to continue growing over time. MercadoLibre is forecast to sustain a moderate double-digit compound annual growth rate through the middle of the next decade, growing its emerging-markets business substantially over that period.
The largest risk for MELI shareholders is margin compression. Even as investment spending slows, changing market economics could pressure margins. In that scenario, revenue would continue to grow but earnings might lag, which could weigh on the stock price.
Rivian Posts Biggest Gain Since IPO After Q4 2025 Earnings
Authored by Leo Miller. Posted: 2/17/2026.
Key Points
- Rivian Automotive just provided a big win to shareholders, seeing its stock surge more than 25% after its latest earnings report.
- The company posted a strong profit beat, with its gross margin holding up despite a huge drop in vehicle deliveries.
- With the release of its R2 vehicle, Rivian sees deliveries rising over 50% in 2026, but other concerns remain.
- Special Report: [Sponsorship-Ad-6-Format3]
Aspiring electric vehicle contender Rivian Automotive (NASDAQ: RIVN) saw one of its best trading days on record, jumping nearly 27% on Feb. 13 after investors reacted to its latest earnings report released the previous day. That marked its largest single-day gain outside of its November IPO, when shares rose 29% following the debut.
Rivian was clearly overvalued at the outset. Even after this recent spike, the stock remains down more than 75% from its IPO price of $78. Despite widespread enthusiasm that EVs will ultimately replace gas-powered vehicles, few EV makers have built consistently profitable businesses or delivered strong shareholder returns. Rivian is trying to be one of the exceptions.
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Not a Single "Mag 7" on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut. Instead, an AI stock you've likely never heard of just flagged as "near-perfect" in his new investing scoring system.
Let's dive into the firm's latest report that prompted the rally and examine what it means going forward.
Rivian Beats on Net Loss, Showing Gross Margin Resilience
In Q4 2025, Rivian reported revenue of $1.29 billion, down 26% year-over-year (YOY) and modestly above estimates of $1.27 billion. The company's adjusted loss per share was $0.54. That loss widened about 15% YOY but was notably better than the $0.68 loss analysts had expected.
Rivian delivered this outperformance largely by sustaining a relatively healthy gross margin. Automotive gross margin was 9%, only slightly below the 10% reported in Q4 2024. That stability is meaningful given vehicle deliveries fell 31% YOY and vehicle production declined 14% YOY.
Higher volumes usually help margins by spreading fixed costs over more units. The fact Rivian's gross margin barely slipped despite sharply lower volumes is a constructive signal.
Two factors underpinned the margin resilience: the company's average selling price (ASP) rose by about $5,500 per vehicle over 2025, and automotive cost of goods sold (COGS) fell roughly $9,500 per unit for the full year.
Lower materials costs were the primary driver of COGS improvement. Rivian attributes much of the gain to the shift to the Gen 2 R1 architecture and to lower lithium prices. While Gen 2 could represent a structural cost benefit, lithium prices are volatile and may not provide a consistent tailwind.
Deliveries Forecast to Soar in 2026 As R2 Ramps Up
Rivian also offered optimistic guidance for 2026 tied to the ramp of its next-generation R2 vehicle, with initial deliveries expected in Q2 2026. At the midpoint of guidance, the company expects to deliver 64,500 vehicles across all models—about a 53% increase versus 2025.
However, adjusted EBITDA is only expected to improve modestly. Rivian projects adjusted EBITDA of -$1.95 billion at the midpoint, roughly a 5% improvement from -$2.06 billion in 2025. It also forecasts capital expenditures of about $2 billion at the midpoint, a 17% increase year-over-year.
Rivian says most deliveries will occur in the second half of 2026 as R2 production ramps. The R2 launch will likely pressure profitability in Q2 and Q3, but management expects to exit 2026 with positive automotive gross profit.
The company's stated "North Star" is reaching 4,000 deliveries per week from its Normal, Illinois facility—roughly 208,000 vehicles annually—because they believe that run rate would enable adjusted EBITDA profitability in 2027. That target is substantially higher than 2026 guidance and will require excellent execution and strong consumer demand for R2.
Analysts Eye Moderate Upside in RIVN After Latest Report
The consensus price target for Rivian sits at $17.62, nearly identical to the Feb. 13 close of $17.73. Analyst sentiment moved mostly in a positive direction after the earnings release—MarketBeat found only one analyst who cut their target and several who raised theirs.
Two firms also upgraded the stock: UBS Group moved from Sell to Neutral, and Deutsche Bank moved from Hold to Buy. Among price targets issued after the report, the average was $19, implying roughly 7% upside. Those targets ranged from $15 to $25, underscoring wide differences of opinion on Rivian's outlook.
Overall, Rivian gave investors reasons for cautious optimism with the latest results. But the sustainability of the rally—and the potential for further gains—remains uncertain. Ultimately, demand for R2 and the company's ability to meet that demand will be the primary determinants of Rivian's path forward. As 2026 unfolds, investors should get a clearer read on the long-term potential of Rivian shares.
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