The article highlights five growth stocks considered undervalued: UiPath and Rubrik recently delivered earnings reports, while Nu Holdings, Sea Limited, and DLocal are trading well below their perceived potential, presenting buying opportunities for investors.

Oracle and Sea Limited have experienced significant sell-offs (down over 50% since last fall) but appear oversold and positioned for rebounds. Oracle's $553 billion backlog and 84% cloud infrastructure revenue growth suggest strong fundamentals despite debt concerns, while Sea Limited's 36% revenue growth and expanding fintech/gaming segments indicate solid underlying business performance despite margin pressures.

Anthony Di Pizio highlights Sea Limited as an attractive buy during the market sell-off. The Singapore-based tech company operates three core businesses: e-commerce (Shopee), digital financial services (Monee), and gaming (Garena). Sea achieved record $22.9B revenue in 2025 with 36.4% YoY growth and net income of $1.6B (up 259%). Trading at a P/S ratio of 2.3 versus its long-term average of 8.7, the stock offers significant upside potential, supported by a strong balance sheet with $11.1B in cash.

MercadoLibre's stock has declined 14% over the past year after missing earnings estimates, with net income down 12.5% year-over-year due to increased competition from Shopee in Latin America. However, the article argues the dip presents a buying opportunity, as the company is strategically investing in free shipping expansion, credit services, and AI to strengthen its long-term position in the fast-growing Latin American e-commerce market.

Multiple China-focused stocks and emerging market ETFs have fallen into deeply oversold territory with exceptionally low RSI readings, potentially setting up for sharp rebounds if risk sentiment improves. The oversold list is dominated by Chinese internet and tech names alongside broader Asian and emerging market exposures, though investors are cautioned that low RSI alone is not a reliable trading signal.

The article recommends three undervalued tech stocks: The Trade Desk (down 80% since December 2024 but with strong customer retention and low P/E ratio), Sea Limited (Southeast Asian tech conglomerate with robust revenue growth despite a 45% decline), and Lyft (ride-sharing platform with improving free cash flow and aggressive share buybacks). All three stocks are trading at attractive valuations despite recent market declines.

The article identifies three key signals that will determine MercadoLibre's trajectory over the next three years: (1) whether operating margins can recover as scale increases despite competitive pressure, (2) whether fintech lending maintains credit discipline and loan quality through economic cycles, and (3) whether competition normalizes toward rational pricing rather than subsidy-driven growth. These signals will reveal if MercadoLibre evolves into a durable compounder or a growth platform with structurally challenged economics.

Sea Limited stock fell 16.3% despite beating Q4 earnings expectations on revenue and EPS. The decline was driven by margin compression concerns in high-growth segments (Shopee e-commerce and Monee fintech), while the high-margin Garena gaming division posted quarter-over-quarter booking declines. The author suggests the sell-off may be overdone given the stock's prior decline from its 52-week high.

President Trump announced that the U.S. Development Finance Corporation will provide political risk insurance and financial guarantees for maritime trade through the Strait of Hormuz, with Navy escort support. The announcement triggered a sharp market recovery, cutting the S&P 500's midday loss from 1.5% to 0.6%. Multiple stocks rallied in the 30 minutes following the announcement, with Royal Caribbean Group showing particularly notable gains among cruise operators.

MercadoLibre faces structural competitive threats from Shopee, Temu, and Nubank that are aggressively competing through low commissions, shipping subsidies, and ultra-low pricing. The key concern for 2026 is whether the company can maintain profitability amid permanently shifted consumer price expectations and reduced pricing power, rather than its continued growth trajectory.

Arohi Asset Management completely exited its position in DoubleVerify by selling 1.7 million shares worth $20.6 million in Q4 2025. The exit comes as DoubleVerify's stock has collapsed 58.5% over the past year, with the company facing margin contraction despite 16% revenue growth, as net income fell 35% year-over-year in the first nine months of 2025.

Hidden Lake Asset Management LP initiated a new position in Upstart Holdings, purchasing 316,586 shares worth approximately $13.84 million on February 17, 2026. The purchase makes Upstart the fund's fifth-largest holding at 3.5% of AUM. Despite the stock being down 61.2% over the past year, the investment signals confidence in Upstart's AI-driven lending platform and its potential to disrupt the credit assessment market dominated by Fair Isaac's decades-old FICO score.