3 Stocks, 3 Very Different Stories: MELI, CELH, TTD

Welcome in everybody to Episode 5 of Talkin’ Tickers. Joey Solitro is joined as always by Brad Freeman, aka StockMarketNerd. Baseball’s back, the seasonal depression is allegedly over in Detroit, Michigan’s got teams cooking… and we’re getting right into it. Today we’re breaking down three stocks in both of our coverage universes: Mercado Libre (MELI) — the “Amazon minus AWS” comp, and why the company’s choosing growth and land grab over near-term margin optics (plus how Mercado Pago is turning into a real Nubank-style competitor). Celsius (CELH) — insane growth, but the market’s asking the hard questions: acquisition digestion, shelf-space reality, and the Costco playbook (including the Kirkland lookalike situation). The Trade Desk (TTD) — the former FinTwit darling that can’t stop catching heat: Amazon DSP “free bake-offs,” agency drama, platform rollout problems, and why the valuation looking cheap doesn’t automatically make it a buy. We keep it fundamentals-first, talk what matters, and we’re not sugarcoating the ugly parts — especially on TTD. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/ Chapters: 00:00 - Intro: Episode 5, Detroit weather, baseball is back 01:01 - Michigan shoutouts + quick tournament talk 01:48 - Today’s lineup: MELI, CELH, TTD 01:55 - Mercado Libre overview: “Amazon minus AWS” + why it matters 03:48 - MELI stock performance + earnings snapshot reaction 04:40 - Why margins are pressured: logistics, fees, competition, FinTech build 07:52 - Mercado Pago: PayPal comp is outdated, Nubank competitor vibes 09:42 - E-commerce + credit cross-sell advantage 10:37 - MELI valuation: why Joey initiated a position 12:15 - Brad’s MELI valuation take: investing now, leverage later 15:24 - Transition: from MELI to Celsius 16:37 - Celsius overview: simple business, complex taste cycles 17:12 - Joey’s Celsius history + brand/acquisition context 18:40 - Rockstar and distribution angle 19:40 - Costco Kirkland private label fear 20:53 - Celsius discussion: why consumer brands are hard 24:25 - Celsius wrap: growth slowing and “better elsewhere” 25:30 - Transition: The Trade Desk as the value-trap king 26:18 - Trade Desk overview: buy-side vs walled gardens + open internet 28:33 - TTD performance and Netflix hype aftermath 29:31 - Amazon DSP “free bake-offs” pressure 32:51 - Agency drama: Publicis audit claims + why it matters 36:08 - More issues: take-rate pressure, CFO churn, platform rollout wounds 38:09 - TTD valuation: cheap… but can you trust estimates? 41:50 - Joey wrap: why “cheap” isn’t enough without execution 43:20 - Episode recap: MELI, CELH, TTD 44:03 - Closing: “Happy Monday and go blue”