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Posted by
Two Blokes May 15 -
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Stock
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xAI Holdings led performance with rapid AI innovation, Grok 3 launch, and the acquisition of X, positioning it as an AI industry leader. MercadoLibre delivered strong revenue and margin growth, reinforcing confidence in its leadership in Latin American e-commerce and fintech. Nvidia, despite a stock correction, remains a high-conviction holding due to its dominant AI platform and robust datacenter growth.
