TickerTango @TickerTango

The Wealth Equation: (Good Investments - Lifestyle - Debt) x Compounding tickertango.substack.com Joined April 2017

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Tech Fund @techfund1

7 days ago

Be careful with analysts using Shiller PEs to value growth companies – the Shiller PE takes into account EPS of 10, 9, 8, etc. years ago! Imagine using $NVDA $META $MSFT $GOOGL etc. EPS of a decade ago to value these stocks – obviously this is fully retarded.

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Mostly Borrowed Ideas @borrowed_ideas

2 weeks ago

The Data Center Story: Part 2

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Hunter📈🌈📊 @StatisticUrban

2 weeks ago

I wonder what the ROI here was for Harvard.

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TickerTango @TickerTango

3 weeks ago

Thanks to the one bailing $FEIM at $29.70, earnings reports have a way of thinning the herd.

TickerTango @TickerTango

4 weeks ago

Thanks to the one bailing $FEIM at $29.70, earnings reports have a way of thinning the herd.

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TickerTango @TickerTango

4 weeks ago

Currently in China and wasn't planning to focus much on stocks, but I just doubled my $DLO position at $12.95 😬

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TickerTango @TickerTango

a month ago

A common bear thesis on $NVDA is that LLMs aren't generating revenue. Yet on the Q2 earnings call, Jensen shared that revenues surged 10x this year, a clear sign of accelerating adoption. Altimeter's late '24 analysis also showed OpenAI growing faster than $GOOG and $META in…

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TickerTango @TickerTango

a month ago

One of the reasons a large portion of my portfolio is in $MELI, $SE, $NU, $GRAB and $DLO is simple: Emerging Markets are riding massive tailwinds. The demographic wave @realroseceline highlighted, combined with the rapid rise in digital payments, e-commerce and a growing middle…

Rose Celine Investments 🌹 @realroseceline

a month ago

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TickerTango @TickerTango

a month ago

Marko: Data centers are doomed. Me: Keep pouring concrete baby. Stranded assets don't usually come with hyperscaler waitlists and 3-year lease pre-commitments 😂

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TickerTango @TickerTango

a month ago

"Past results are not indicative of future returns"

Julian Klymochko @JulianKlymochko

a month ago

"Past results are not indicative of future returns"

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Wes Roth @WesRothMoney

2 months ago

Mo Gawdat warns that most people underestimate how fast AI is advancing. He explains AI improves much faster than past technologies—doubling in capability every 5.7 months. Compared to Moore’s Law (24 months), AI is evolving at lightning speed. Gawdat says AI is already beyond…

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TickerTango @TickerTango

2 months ago

No way the absolute 🐐 just initiated positions in three of my holdings: $SE, $NU, and… $U?! For those who don't know, Stanley Druckenmiller is a legendary investor who has delivered a 30% CAGR over the last 30 years, without a single down year. whalewisdom.com/filer/duquesne…

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Stock Market Nerd @StockMarketNerd

2 months ago

Seeing rumors that $NU is buying Brubank to enter Argentina. Nothing confirmed yet but the team explicitly talked about accelerating international expansion last night. Argentina as country #4 makes all the sense in the world. Better macro… easier regulatory environment.

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TickerTango @TickerTango

2 months ago

OpenAI's Sam Altman says "wants to raise trillions of dollars to build data centers" - The Verge We're not bullish enough on $ASML. I repeat: We are NOT bullish enough on $ASML.