The US consumer is not doing well. Sentiment is poor and falling steadily. If the AI values now also collapse, then the 401ks will bleed and consumption will fall further.
I just had a look and of course $MELI came up, but $SE also looks exciting. I also see great potential in the area of e-commerce in particular through the use of AI in sales and logistics.
@Sebastian85 Also works. There are usually many banks included. They react somewhat differently to consumption. You should know this in order to adjust your expectations accordingly.
