lolapaluza @ci26850

Brazil is the ultimate AI hedge. JP Morgan agrees.

Drew Crawford @drewcrawford_

4 months ago

x.com/i/article/2071…

7 22 125 193K 322

Estas son las 8 máquinas de hacer dinero, que están más baratas que nunca. Algunas de las empresas más fuertes del mundo están en descuentos brutales. 1. $CAT - Caterpillar

Nuclear Stocks Are Going To Make Generational Wealth For Early Investors Here Are 6 Stocks That Could Benefit: 1. $VST Vistra Vistra owns power plants across the country, including nuclear, natural gas, and battery storage, and it's one of the largest competitive power generators in the US. It has a 20-year deal to supply Amazon's AWS with 1,200 megawatts of nuclear power from its Comanche Peak plant. Comanche Peak already exists. That's the entire thesis. Everyone else is selling nuclear power they haven't built yet, Vistra is selling power it's had for 30 years.

Higher Oil and Gas Prices Are Strengthening the Nuclear Investment Case Nuclear is gaining support from two forces at once: rising electricity demand and renewed energy-security concerns. Higher oil prices do not directly boost nuclear economics in most developed markets, but they often lift gas and LNG prices and increase pressure on governments to secure more domestic baseload generation. That strengthens the case for nuclear at the margin. Goldman Sachs recently described the industry as moving from a tight supply-demand balance toward a shortage. Uranium pricing: spot U3O8 is near $90/lb, term pricing around $96/lb, and some contract ceilings have reached $140-150/lb.

Jensen Huang says robotics is going after a $50 trillion manufacturing industry. Instead of buying $TSLA, these are the 10 companies I believe could create millionaires: 1. $ON - onsemi onsemi agreed to buy Synaptics in a roughly $7B all-stock deal built around what it calls the four pillars of physical AI: power, sensing, connected compute and control. It also launched GaNEXUS, a gallium nitride power chip line aimed at AI data centers and robotics. Q2 revenue was $1.60B, up 9%, with its power segment up 19% and Q3 guided to $1.65B to $1.75B.

🚨 AI’S NEXT BOTTLENECK: ENERGY ⚡️ AI needs power. These are the energy names I’m watching. 🧵👇 1/ $VST — Power ⚡️ Reliable power for rising data center demand.

keyboard_arrow_left Previous keyboard_arrow_right Next

Quality stocks trading near their 52-week lows: Waste Management $WM: -15% Costco $COST: -19% Brookfield $BN: -20% McDonald's $MCD: -27% Uber $UBER: -25% Home Depot $HD: -32% Wynn Resorts $WYNN: -32% LVMH $LVMH $LVMUY: -39% Hermes $HESAY: -43% AppLovin $APP: -55%

Humanoid Robotics will be the next trillion dollar market theme. Top 10 robotics stocks to own 2026 and beyond: 1. $OUST | Ouster builds high performance lidar sensors and perception software used in robotics, autonomous systems, industrial automation and smart infrastructure. Q2 2026 revenue reached $55M, up 56% YoY, with more than 17,000 lidar and camera sensors shipped.

💥Ojo a este dato, les recomiendo que lo guarden ya. Estas son las acciones con mayor potencial de subida de todo el mercado. De nada.

Goldman Sachs predicts optical market could grow by roughly 900% by 2028, making optics one of the fastest growing AI bottlenecks. Top 10 photonics stocks positioned to benefit: 1. $AEHR | A picks and shovels beneficiary of AI processors and silicon photonics. Provides wafer level and package level burn in systems used to test AI accelerators, networking chips and optical devices before deployment.

Everyone wanted $TE at $12. Now at $4, nobody wants it. What changed?

keyboard_arrow_left Previous keyboard_arrow_right Next

Probablemente una de las mejores cuentas del mundo para analisis macro

La Saumure @Analystlearner

a month ago

The chart is showing link between financial conditions and commodity cycle. While the last decade was driven by liquidity impulse / low inflation, this one is likely to be driven again by commodities, which would mechanically tightening financial conditions.

11 114 956 399K 737

🗣️ PETER LYNCH ONCE SAID: "Insiders buy for only one reason: They think the price will rise" Here’s the TOP 5 stocks Insiders are buying: 🛡️ $PANW CEO Nikesh Arora, March: 💰 $10.0M BUY 📈 68,085 shares 💵 $146.90

keyboard_arrow_left Previous keyboard_arrow_right Next

Hay 59 Dividend Kings. Empresas que llevan más de MEDIO SIGLO aumentando su dividendo. Ya es un club muy exclusivo. Pero si además exigimos un ROIC >20%, solo sobreviven 14. Más exclusividad. El ROIC mide la rentabilidad que una empresa obtiene sobre el capital invertido. Exigir un ROIC superior al 20% nos ayuda a centrarnos en negocios capaces de generar retornos elevados de forma eficiente y con una posible ventaja competitiva. Estas son las 5 Dividend Kings con ROIC > 20% más infravaloradas según Geraldine Weiss 👇🧵 5️⃣ Illinois Tool Works $ITW 🏭 Sector: Industrial 💰 Yield: 2,48% 💸 Payout: 56% 📈 Crec. dividendo 10 años: 11,60% 📊 Rating Geraldine Weiss: 86 🚀 Upside: 39,70% ITW fabrica equipos y componentes industriales para sectores como automoción, construcción o alimentación. Combina un payout moderado con un crecimiento histórico del dividendo a doble dígito. No destaca por yield. Sí por la combinación de calidad, crecimiento y valoración.

Solo 15 acciones de todo el S&P500 cumplen con esto: * Revenue Growth (3 años): > 10% * ROIC (Retorno sobre el capital invertido): > 15% * P/E Ratio (PER): < 25 * Market Cap: > $2B (Mid, Large o Mega cap) Calidad a precio razonable.

14 Legacy & Quality Businesses in Significant Drawdowns 📉 1. $WM | Waste Management — 12% 2. $AXP | American Express — 18% 3. $GS | Goldman Sachs — 18% 4. $COST | Costco — 18% 5. $WMT | Walmart — 20% 6. $GEV | GE Vernova — 21% 7. $MCD | McDonald’s — 26% 8. $IBM | Int. Business Machines — 27% 9. $CRM | Salesforce — 31% 10. $TMUS | T-Mobile — 34% 11. $UPS | United Parcel Service — 46% 12. $ORCL | Oracle — 56% 13. $FICO | Fair Isaac — 58% 14. $NVO | Novo Nordisk — 70%

BREAKING: GOLDMAN SACHS JUST RAISED ITS HUMANOID ROBOT FORECAST BY 4.7X TO $138 BILLION FOR 2035 Here are 10 companies positioned to benefit the most: 1. $VPG - Vishay Precision Group VPG makes the force and torque sensors that let a robot hand know how hard it is gripping. Last quarter the company received a vendor nomination letter from its first humanoid customer for a production ramp in the second half of 2026, with the customer's forecast scaling from tens of robots a week to hundreds and then thousands by year end. A second humanoid customer is refining designs, prototypes are going to a third and fourth, and VPG has identified about 150 potential humanoid makers to sell into. Sensor bookings hit an all time record.

🚨 MOHNISH PABRAI OWNS JUST 4 STOCKS 🚨 Here are all 4 👇 1/4 Warrior Met Coal $HCC 43.3% | $141.5 million | 1.74 million shares Metallurgical coal for steelmaking.

keyboard_arrow_left Previous keyboard_arrow_right Next

The White House is telling investors where trillions of dollars will flow Here are 7 stocks that will benefit: 1. $VST Vistra Vistra owns power plants across the country, including nuclear, natural gas, and battery storage, and it's one of the largest competitive power generators in the US. It has a 20-year deal to supply Amazon's AWS with 1,200 megawatts of nuclear power from its Comanche Peak plant, getting paid directly by the AI boom driving up electricity demand. The grid can't build new power fast enough to keep up with data center demand. Vistra doesn't need to build anything, it already owns the plants everyone's fighting to plug into.

These 6 names are $AMZN’s biggest bets for the future: $RIVN — 62.12% Electric vehicle maker focused on trucks, SUVs, and commercial vans. $XE — 27.33% Nuclear energy company developing next-generation small modular reactor technology. $BETA — 4.45% Electric aviation company building eVTOL aircraft and charging infrastructure. $ALAB — 3.03% Semiconductor company providing connectivity solutions for AI data centers. $MRVL — 2.67% Chipmaker focused on data centers, networking, and custom silicon. $ALGT — 0.40% Low-cost airline serving leisure travelers across the United States. What stands out most: $RIVN and $XE alone account for nearly 90% of $AMZN's reported 13F portfolio.