Tech Stocks Are Selling Off. Here's Why I'd Rather Own MercadoLibre Than Any "Magnificent Seven" Stock.

Impact · against what's priced in

The article offers no new catalysts for MercadoLibre or Amazon, as its arguments regarding AI-capex avoidance and fintech diversification are already baked into the current valuations. The noted margin pressures and capex disparities are well-documented and already reflected in the price targets and reverse-DCF models.

AMZN+0.00

Already priced in

The price assumes

Free cash flow margin expansion from 1.1% toward the mid-teens as capital expenditure stabilizes