$NU #MELI #fintech #fintwit #latam

Dot com bubble vs today. (Valuation matters)

Se viene la temporada de reportes más larga. $META $TSLA $DIS $MSFT $AMZN $SOFI $NFLX $ARM $RBLX $AAPL $NET $ONTL

R.I.P. David Lynch.

Valuation lessons by Aswath Damodaran Visual summary by Daniel

Walmart and Amazon's PE ratios have crossed paths. $AMZN $WMT

$BIDU #AI #EARNIE

$DASH

This is how far $1M + social security could take you in retirement in your state.

The biggest mistake investors make is assuming markets stay fragmented. They don’t. Every tech shift creates a monopoly. • $AMZN AWS took over cloud. • $GOOGL became search. • $NVDA became AI’s engine. • $META became social. • $PLTR became AI’s operating system.

Daniel Kahneman was a Nobel Prize winning psychologist, a pioneer in behavioral economics and psychology of judgement and decision-making. He is also author of Thinking, Fast and Slow. 15 books recommended by Daniel Kahenman: 1) Nudge by Richard H. Thaler and Cass R. Sunstein

#danielhahneman #behavioraleconomics

Most people fight seeing what’s true when it’s not what they want it to be. That’s bad, because it is more important to understand and deal with the bad stuff since the good stuff will take care of itself. #principleoftheday

25 COMPANIES POWERING THE SEMICONDUCTOR VALUE CHAIN 1. $NVDA -- Designer of AI GPUs & CUDA platform for model training 2. $TSM -- Manufacturer of advanced 3nm & 5nm chips for AI workloads 3. $AVGO -- Supplier of networking ASICs & high-speed connectivity components 4.

$NBIS = #AI + #CLOUD

$NVDA

🔥 #Sonora

$MELI + $PYPL

Either, or. But it's gonna happen, the 2 biggest economies need cloud. I think it will be the 2nd option 🤷🏽‍♂️

The AI data center market is projected to reach $157.3B by 2034, growing at a 27.1% CAGR. Key beneficiaries include: - Nvidia $NVDA - Leading GPU provider for AI workloads. - AMD $AMD – Strong presence in AI accelerators. - Intel $INTC – Diversifying into AI-focused chips.