The US-China tariff cut on $60B in goods directly reduces input cost pressure on Latin American cross-border e-commerce flows, and MercadoLibre — as the dominant omnichannel marketplace and fintech platform across Brazil, Mexico, and Argentina — is a clean beneficiary of trade normalization without the semiconductor inventory overhang or China-direct revenue exposure that complicates the US tech tariff-relief trade. Scored on the close 7 days out. If MELI does not move 5.5% in my favour by then, this is a miss.

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