The Insider Edge: Three High-Potential Stocks for This Week
Market noise is relentless. Financial headlines scream about the same handful of stocks while important opportunities—the kind that can meaningfully impact your portfolio—often fly completely under the radar.
That’s exactly why we publish this watchlist each week.
While most investors are distracted by mainstream narratives, we’re digging through earnings transcripts, analyzing technical setups, and monitoring institutional money flows to identify companies at potential inflection points. Our focus isn’t on what’s already priced in, but rather on what the market hasn’t fully appreciated yet.
Each week, we spotlight three stocks that merit your attention. We focus on opportunities where timing, valuation, and catalysts align to create potentially favorable entry points.
Our rigorous analysis goes beyond surface-level metrics to identify opportunities that most retail investors don’t have time to uncover. Each pick comes with clear reasoning, specific triggers to watch for, and a compelling risk-reward profile designed to help you make more informed investment decisions.
Here’s what we’re eyeing this week:
Brookfield Infrastructure (BIPC)
Brookfield Infrastructure presents a rare combination of high income and compelling growth prospects that positions it to significantly outperform the S&P 500 over the next decade. Trading at around $39.91 per share with a $5 billion market capitalization, the global infrastructure operator offers a dividend yielding 4.3%—significantly higher than the S&P 500’s 1.2%—while maintaining exceptional growth capabilities that have delivered superior returns since its formation. What makes Brookfield Infrastructure particularly attractive is its proven track record of growing funds from operations at a 14% compound annual rate while supporting a 9% compound annual dividend growth rate, resulting in an average annual total return of 13.1% that has consistently outpaced the S&P 500’s 11.4% annual return.
The company’s growth strategy centers on acquiring high-quality infrastructure businesses on a value basis, then enhancing them through operations-oriented management before expanding through bolt-on acquisitions and growth capital projects. Approximately 85% of Brookfield’s funds from operations comes from long-term contracts and government-regulated rate structures that either index rates to inflation or protect margins from inflation’s impact. This inflation indexation alone should drive 3% to 4% annual growth in funds from operations per share, while exposure to major global investment themes including digitalization, decarbonization, and deglobalization should add another 1% to 2% annually through steady volume growth.
Brookfield’s growth pipeline provides substantial visibility into future returns through over $7.7 billion of growth capital projects in its backlog expected to complete over the next two to three years. Nearly $5.9 billion of these investments focus on data infrastructure including new data centers and two U.S. semiconductor fabrication facilities, positioning the company to benefit from AI infrastructure spending. The company estimates that projects funded with post-dividend free cash flow alone will contribute another 2% to 3% to funds from operations per share each year. With management projecting the world will need to spend $100 trillion on infrastructure over the next 15 years, including more than $8 trillion on AI infrastructure over the next three to five years, Brookfield expects to continue growing funds from operations per share at more than 10% annually while delivering dividend growth of 5% to 9% each year.
CoreWeave (CRWV)
CoreWeave represents a high-conviction AI infrastructure play as a leading cloud artificial intelligence services provider that has already advanced 125% since its March IPO, with Nvidia demonstrating strong confidence by investing over 90% of its $4.3 billion portfolio in the company. What makes CoreWeave particularly compelling is its ranking by SemiAnalysis as the best AI cloud on the market, scoring higher than Amazon Web Services, Microsoft Azure, and Google Cloud Platform through superior GPU cluster performance and early access to cutting-edge Nvidia technologies.
The company’s competitive advantages stem from its longstanding relationship with Nvidia, frequently making CoreWeave the first cloud platform to bring new chips to market. CoreWeave was first to deploy Nvidia H100 and H200 systems, and more recently became the first to deploy GB200 and GB300 systems. The company’s infrastructure and software expertise results in up to 20% higher GPU cluster performance than alternative solutions, while achieving top results at MLPerf benchmarks that measure AI system performance across training and inference use cases. Recent financial performance demonstrates tremendous demand with Q2 revenue soaring 207% to $1.2 billion and non-GAAP operating income increasing 135% to $200 million.
However, investors must acknowledge significant risks associated with CoreWeave’s capital-intensive business model and substantial debt burden. While the company reported adjusted operating income of $200 million in Q2, interest expenses resulted in an adjusted net loss of $131 million compared to a $5 million loss in the prior year. The planned acquisition of Core Scientific for $9 billion in an all-stock deal aims to eliminate more than $10 billion in future lease overhead and generate $500 million in annual cost savings by 2027, but potential renegotiation due to CoreWeave’s 44% stock decline since announcement could increase shareholder dilution. With revenue forecast to grow 127% annually through 2026 and profitability not expected until 2027, CoreWeave trades at a reasonable 10 times sales but requires patient investors comfortable with significant volatility.
MercadoLibre (MELI)
MercadoLibre offers compelling exposure to Latin America’s digital transformation, operating as the region’s dominant e-commerce platform with significant growth potential driven by expanding internet connectivity and mobile adoption. Trading at around $2,417.82 per share with a $123 billion market capitalization, the company operates comprehensive digital commerce, payments, logistics, and business tools across core markets including Brazil, Mexico, and Argentina. What makes MercadoLibre particularly attractive is its Amazon-like growth trajectory with Q2 revenue of $6.8 billion representing 34% year-over-year growth, while positioned to capture outsized benefits from a confluence of factors creating extraordinary opportunities in the Latin American market.
The investment thesis centers on the region’s rapid broadband and smartphone proliferation that mirrors early North American e-commerce adoption patterns. GSMA expects Latin America’s mobile internet users to grow from 413 million last year to nearly 500 million by 2030, while Payments & Commerce Market Intelligence projects the region’s e-commerce industry will double between 2023 and 2027 to exceed $1 trillion in value. MercadoLibre’s comprehensive platform positions it to capture more than its fair share of this growth through established market leadership and ecosystem advantages that create customer stickiness similar to Amazon’s early competitive positioning.
The company’s management demonstrates long-term strategic thinking by prioritizing market expansion over short-term profitability, evidenced by increased free shipping offerings to Brazilian customers that pressured Q2 earnings but expanded the customer base for future growth. This approach mirrors Amazon’s early strategy of sacrificing near-term profits to build market share within fragmented markets. MercadoLibre’s breadth across e-commerce, digital payments, logistics, and business services creates multiple revenue streams and competitive advantages that should drive sustained growth as Latin American consumers increasingly embrace online shopping facilitated by improving connectivity. For investors seeking exposure to emerging market digitization through a proven market leader, MercadoLibre’s combination of dominant market position, comprehensive platform capabilities, and substantial addressable market expansion creates a compelling long-term growth opportunity in an underserved but rapidly developing region.