Dear Reader,
In 2004, one man called Nvidia before just about anyone knew it existed.
He wrote...
"Nvidia is now selling chips so powerful that current computer hardware and gaming software can't even exploit the technology."
Now, this same guy says a new company could become the next to soar like Nvidia.
It only IPO'd in 2023.
But already its making major waves.
The biggest tech firms are loading up on shares. Nvidia, Apple, Google, AMD, Intel, and Samsung are all invested in this company.
It also signed a MAJOR deal with Apple to get its AI tech into the iPhone and iMac.
And it's tech is also found in products from Samsung and Google.
Will it become the next trillion dollar company?
Go here to see why the guy who called Nvidia first says it could be one of "The Next Magnificent Seven."
Sincerely,
Rachel Gearhart
Publisher, The Oxford Club
For True Diversification: 3 Stocks You Can Buy Now
Written by Gabriel Osorio-Mazilli. Published 8/23/2025.
Key Points
- For investors who want to be truly diversified, there are three stocks in overseas markets that will likely deliver on additional upside potential.
- Wall Street likes this list for its positioning in each of its markets and industries.
- Institutional capital sees the opportunity, so they've been buying recently.
Most investors assume a diversified portfolio means owning an index fund or spreading investments across U.S. sectors—an understanding that only scratches the surface. As Ray Dalio—one of the world's most successful macro investors—emphasizes, true diversification also requires exposure to different countries and regions.
In Dalio's framework, diversification extends beyond equities to include commodities, fixed income and currencies. By buying non-U.S. stocks, investors naturally gain exposure to those markets' commodity cycles and currency fluctuations.
7 High-Yield Dividend Stocks You Need to See (Ad)
7 High Yield Dividend Stocks to Buy Now 💰
Love steady payouts? This free report reveals 7 high-yield dividend stocks you need to know about. From Company #3, a tobacco giant innovating with smokeless products, to Company #4, famously known as "The Monthly Dividend Company," these picks deliver steady income you can count on.
With that in mind, here are three stocks that offer both future upside potential and risk-management benefits through global diversification.
One way to achieve this is by adding Alibaba Group (NYSE: BABA) for exposure to China, Nu Holdings Ltd. (NYSE: NU) to tap into Brazil's growing digital-banking market, and Mercado Libre Inc. (NASDAQ: MELI) for a broader play on Latin America's e-commerce expansion.
Alibaba Doesn't Care How Markets Feel
Since 2022, Alibaba has been one of the most "hated" stocks, partly because it's a Chinese company. For three years, the shares traded in a tight range below $80 despite management delivering consistently strong results.
Investors often focus on Alibaba's core e-commerce platform, overlooking its rapidly growing data-center and cloud computing operations across Asia's fastest-growing markets. These segments provide access to vast consumer data, which is increasingly valuable as the region's consumer discretionary sector expands.
Leading in these high-growth areas has powered a 42.2% rally in Alibaba stock so far in 2025. Wall Street is taking notice: analysts maintain a Moderate Buy consensus with an average price target of $159.70, implying 32.5% upside from current levels. Even at that level, Alibaba would still trade well below its all-time high above $300 during the COVID-19 peak.
Institutions Like Nu Holdings
Nu Holdings operates a digital banking platform designed for Brazil's rising middle class, which often finds traditional banks inefficient for day-to-day finance. Think of Nu as Brazil's version of Robinhood Markets Inc. (NASDAQ: HOOD).
As Brazil's economy grows—ranking among the largest in Latin America—institutional investors are increasing their stakes. By mid-August 2025, State Street Corp. had boosted its Nu position by 2.4%.
Although a 2.4% increase may seem modest, it raises State Street's holding to $1.25 billion—roughly 1.9% of Nu's outstanding shares. After a year-to-date gain of 27.4%, analysts have grown more confident.
The consensus view is a Moderate Buy with a $15.80 price target. However, an outlier from Itau BBA Securities rates the stock Outperform with an $18.00 target, suggesting 36% upside from current levels. More details: Nu Holdings forecast.
Mercado Libre Is the Premium Latin American Stock
With Latin America's middle class expanding, Mercado Libre provides an e-commerce and fintech platform that channels rising disposable incomes. It's often compared to Amazon.com Inc. (NASDAQ: AMZN), tailored to regional needs.
Analysts forecast fourth-quarter 2025 earnings per share of $13.79—a 33.7% increase from the reported $10.31 in the prior period. See the full forecast here: Mercado Libre earnings forecast.
This growth outlook helps justify Mercado Libre's premium valuation. Trading at a price-to-earnings (P/E) ratio of 57.8x—well above the internet-commerce industry average of 27.9x—the market clearly expects further upside. Find more analysis on why investors remain bullish: Up nearly 300% in 2 years? It's not too late to buy Mercado Libre.
This email is a paid sponsorship for The Oxford Club, a third-party advertiser of DividendStocks.com and MarketBeat.
This ad is sent on behalf of The Oxford Club, 105 W. Monument Street Baltimore, MD 21201. If you would like to opt out from receiving offers from The Oxford Club, please click here
If you have questions or concerns about your newsletter, don't hesitate to contact our U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
© 2006-2025 MarketBeat Media, LLC.
345 N Reid Place, Suite 620, Sioux Falls, SD 57103-7078. United States..