Just posted my dLocal deep dive! While there are undoubtedly risks to the business, I believe they are well priced in to the stock and I see a huge asymmetric risk/reward skew today at $11. TPV is up 5.4x since IPO while stock is down 85%. Opportunity. 👇

I saw something like this the other day but I think it needs to be reiterated so people understand what's coming with the upcoming earnings for #Bitcoin treasury companies like $MTPLF. Currently, they are sitting on roughly $350 million in Unrealized Profits for roughly the last

I’m starting to think we are gonna make a lot of money in $SOFI. Fundamentals matter at some point.

I’m happy to see all my friends making money in this market. It makes sense to take some profits here and there, but NEVER sell a position completely specially a good company. You DON’T know how far it’s gonna go. $PLTR at $150, and $HOOD at $110 during 2025, this would be

In 10 days we get another update on $SOFI financial services, the gift that keeps on giving.

Look at $OSCR social media interest in the last 3 months, I’ve never seen such a thing.

Man the amount of new finance influencer wannabes who don’t know basic accounting is alarming. I haven’t been that active so I hadn’t noticed this sad new reality. Is this like a new phenomenon? Be careful out there, it’s wild.

$OPEN short interest has EXPLODED lately! All the way to 22.1%, which is CRAZY! Specially if interest rates come down.

Retail ownership for $OPEN is on the rise.

$SOFI earnings next week! Everyone knows it’s gonna be record everything, but guidance is the real question. Based on their 2026 guidance we are currently trading at around 25-30 P/E. The opportunity will be obvious in hindsight and many will miss it.

$TSLA earnings are out!

$TSLA energy deployed strong as always.

$TSLA non auto profits continue to be solid, specially around energy. It's nice to see the 5 year trend.

Sequential improvement on $TSLA auto margin ex credits, is this the beginning of a comeback?

$TSLA energy is by far the most profitable part of the business, they have NO competition!

$GOOGL cloud ladies and gentlemen!

$GOOGL The biggest improvement I've ever seen from a could provider, crazy!

What if I told you that $SOFI ‘s actual results will CRUSH the analysts estimates? People are still sleeping 👇🏻

Can’t miss this one $SOFI

Everyone is expecting a $SOFI selloff after earnings on Tuesday, which is interesting. On one hand it always happens, they triple beat, and the stock sells off HARD! So it makes sense to expect it to happen again, but you know when everyone is expecting the same thing…