Juan

Trading no es para loquitos de carretera

[Jowi Pozo @JowiPozoX]

Estas son las 8 máquinas de hacer dinero, que están más baratas que nunca.

Algunas de las empresas más fuertes del mundo cotizan con descuentos brutales.

1. $MSFT - Microsoft:
Bajada desde máximos: **-32%**

[Melissa Ⓜ️ @Melissa_Bely]

¡ Lo encontré !

Este video es de marzo del 2024

Se les dijo..
Se les advirtió..
Había muchas señales..

Hoy ya no quieren hablar del tema porque demuestra que el gobierno de AMLO ha sido el más corrupto de la historia.

Y Sheinbaum lo protege.

Se agradece su difusión 🙏

[Chumel Torres @ChumelTorres]

Para esto pago el internet. Amén.

[Andy Olivera @soyandyolivera]

Graves disturbios en Suiza tras quedar eliminados

[CONSTITUTION X 🇺🇸 @ConstitustionX]

🚨 BREAKING: AMERICA STRIKES BACK WITH FURY! 🚨
🇺🇸 U.S. forces just unleashed HELL on Iran — obliterating 140+ military targets with pinpoint precision from fighter jets, deadly drone swarms, and unstoppable naval power!
CENTCOM confirms: OVER 300 targets DESTROYED in three nights of relentless strikes to CRUSH Iran’s terror on commercial shipping in the vital Strait of Hormuz! 💥🎯
No more games.
FINISH THE JOB. Remove and replace this bloodthirsty clerical terror regime NOW before they drag the world into chaos!
America First. Freedom over tyranny.
Who’s with us? 🔥🇺🇸 #StrikeIran #FinishTheJob #MAGA #StandWithAmerica

[Global Strategy @World_At_War_6]

🇺🇸BUCKLE UP: In the past few hours, multiple sites in southern Iran - including strategic Qeshm Island, Bandar Abbas, and Hajiabad - have come under attack.

Though no party has claimed responsibility, all signs point to the United States.....

The strikes focus on Qeshm Island, Iran’s largest island in the Persian Gulf and gateway to the Strait of Hormuz. The island houses extensive underground tunnels and bunkers packed with anti-ship cruise missiles, ballistic missiles and naval mines designed to threaten global oil shipping.

The central question is whether these attacks will have any meaningful effect. Iran's missile facilities are buried hundreds of meters underground, making them extremely difficult to damage or destroy with conventional weapons.

[The Hormuz Report @HormuzReport]

JUST IN: Iran's Persian Gulf Strait Authority (PGSA) has directly rejected Donald Trump and CENTCOM's assertion that the Strait of Hormuz is open to all vessels, — announcing that transit through the Strait is currently suspended due to what it called the "recent illegal movements of U.S. military forces in the region."

The authority said all transit requests and permit approvals have been suspended until stability is restored, after which applications will be reviewed.

PGSA added that the only way to obtain a transit permit is through its official portal.

In other words, unless Iran authorizes a transit permit, the Strait remains effectively closed to commercial shipping.

[Jim Ferguson @JimFergusonUK]

🚨 BREAKING: UNDERGROUND IRANIAN MISSILE FACILITY REPORTEDLY HIT BY U.S. BUNKER-BUSTER BOMBS.

Reports from Iranian opposition sources claim an underground missile launch facility allegedly used in attacks on U.S. military bases in the UAE, Kuwait and Bahrain has been struck by the U.S. Air Force using bunker-buster munitions.

Witnesses cited by the opposition report multiple secondary explosions and ground tremors following the strike, suggesting stored munitions may have detonated.

The claim has not yet been independently verified, and U.S. officials have not publicly confirmed this specific operation.

🎯 MY ASSESSMENT: If confirmed, this would represent a significant escalation in the campaign against Iran's missile infrastructure.

Underground launch complexes are among Tehran's most strategically valuable military assets, and successfully penetrating one would further degrade its ability to conduct regional missile attacks.

DEVELOPING

[Shanaka Anslem Perera ⚡ @shanaka86]

On Saturday Iran's foreign minister Abbas sat in Muscat, asking Oman to help settle the Strait of Hormuz. On Sunday, Iran's own Revolutionary Guard media said Iranian forces had struck targets in Oman. Omani state media reported drones hitting the country's northeast. Iran bombed its own mediator inside 24 hours. That is what a state looks like when nobody inside it can give an order that binds.

The ship that set it off has a name. The GFS Galaxy, a Cyprus-flagged container vessel. Eleven Indian nationals were aboard. Ten were pulled from a lifeboat off the Omani coast. One crew member is still missing in the water. Iran called it a “warning shot” at a vessel on an “unapproved route”. Unapproved by the IRGC!!

Uncle Sam answered with roughly 140 targets in one night, more than 300 across three.

Iran / IRGC answered that by firing missiles and drones at Bahrain, Kuwait, Qatar and the United Arab Emirates.

Doha's sky filled with interceptors at 05:36. Three people were wounded by shrapnel, one a child.

Bahrain, home to America's 5th Fleet, sounded its third missile alert of the day.

Then Iran / IRGC closed the strait. Until further notice. "We have taken the Strait of Hormuz with power," a member of its parliamentary security committee wrote, "and we will preserve it with power." The Hormuz is closed right now until further notice!!

Washington calls the men doing this a rogue faction of hardliners.

In 2008 the Revolutionary Guard split itself into 31 provincial commands, each able to fight without orders from Tehran / Supreme leader, built so the guns would keep firing after the leadership was killed. The leadership was killed on February 28th on the very first day of Operation Epic Fury!

And the new Supreme Leader Mojtaba spoke, with no face, no voice, no camera. A statement on state television calling revenge for his father a national demand that will most certainly be carried out.

Washington is demanding a promise from a government whose army just bombed the country hosting its peace talks. There is nobody left to sign it. Where is Mojtaba?

[George Noble @gnoble79]

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history

SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you.

Let me walk you through why this IPO is built to separate retail investors from their money:

SpaceX has NEVER turned a profit and lost close to $5 billion last year.

At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x.

30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right.

But listen closely, because the valuation is not even the real story.

The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price.

Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more.

The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week.

Now watch what happens next, because this is the part they ain't explaining to you:

The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it.

In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report.

Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October.

Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time.

Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%.

All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%.

This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out?

Early holders are already loading up on puts to lock in what they have.

First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high.

When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account.

And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion.

Serious fair value work lands around $30 a share.

Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print.

I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative.

Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it.

SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR.

This is the most grossly overpriced stock at scale that I have ever seen.

[Hanzo ㊗️ @DeFi_Hanzo]

🚨 $1.5 BILLION IN LONGS BELOW $58K THE CASCADE WILL BE UNSTOPPABLE

15 years of trading and I've never seen this much liquidity stacked in a single zone

The moment price loses $58K, $1.5 billion in longs gets wiped instantly and once it starts it doesn't stop

Every influencer calling the cycle bottom right now is about to get liquidated into that exact zone

Here's the part nobody wants to hear that moment of maximum pain is the only right time to buy

That's not an opinion, that's how every market cycle bottom in history has formed

When the liquidity gets fully taken, the bottom isn't a question anymore it's a fact

When I exit the markets completely, this account posts it first

Turn notifications on follow me, you'll understand why that was the best choice later

[Babak Taghvaee - The Crisis Watch @BabakTaghvaee1]

BREAKING : The United States military is heavily bombing civilian and military targets on Qeshm Island and in Bandar Abbas, Hormozgan Province, near the Strait of Hormuz in southern Iran tonight.

The strikes involve fighter jets operating from the USS Abraham Lincoln aircraft carrier, as well as U.S. Air Force fighter jets flying from Al Dhafra Air Base.

#OperationEpicFury

[Jota @jota_snchez]

David Sinclair es el biólogo de Harvard que demostró que el envejecimiento no es inevitable y que es una enfermedad que puede ralentizarse.

Reveló 6 hábitos que haces a diario y que están acelerando tu envejecimiento sin que lo sepas.

1) Comer 3 veces al día

[The Hormuz Letter @HormuzLetter]

BREAKING: US military has begun launching the third round of strikes against Iran in response to Iran's earlier attack on commercial ships transiting the Strait of Hormuz, per CENTCOM.

CENTCOM has identified one of the attacked ships as the Cyprus-flagged container ship M/V GFS Galaxy, with a civilian crew member missing and the vessel suffering significant engine room damage and an onboard fire.

[مرصاد @mirsadeye]

🛑🚨🚨🚨 إستنفار في إسرائيل لضرب العمق الإيراني

أوامر فورية من نتنياهو إلى وزير الدفاع بشن عملية مستقلة ضد النظام الإيراني

#إيران

[CONSTITUTION X 🇺🇸 @ConstitustionX]

🚨🇺🇸🇮🇷 WAR ESCALATES — IRAN JUST CROSSED THE RED LINE!
CENTCOM just unleashed the THIRD devastating round of strikes on Iran this week after the IRGC brazenly torched a Cyprus-flagged civilian ship in the Strait of Hormuz — on deadline day.
A civilian mariner is STILL MISSING. The vessel is burning, engines destroyed.
Hegseth’s ice-cold response says it all:
“Iran made a poor choice. Now they pay.”
Air defenses lighting up over Tehran. Asaluyeh and Bushehr under fire.
This is it — the moment the regime went too far.
What happens next? 👇
#IranAttacks #RedLineCrossed #USStrikesIran

[Israel_Military @IsraelMillitary]

🚨BREAKING UPDATE: The Pentagon confirms a massive US airstrike ordered by the President has killed Qasem Soleimani, head of Iran’s IRGC Quds Force, near Baghdad International Airport.💥

Shockwaves are sending ripples through Iran and the entire Middle East.
This changes everything.

[Arya Yadeghaar (Backup) @AryJeayBackup]

BREAKING: Iran-US escalation

• Iran fully closed off the Strait of Hormoz
• Iran struck 2 vessels that ignored warnings and turned of radio signal

• IRGC announced:
Strait of Hormoz fully closed until US ceases its interference in this region. No vessel will be permitted to pass through.

• Following this event, the US is now carrying out on-going attacks throughout southern and southwestern areas of Iran, by firing surface-to-surface HIMARS ballistic missiles from Bahrain & Kuwait.

Explosions reported in: Bandar Abbas, Asaluyeh, Bushehr, Sirik, Minab, Ahvaz.

Visually confirmed explosion only in Bushehr so far.

Footage 1: HIMARS launches from Bahrain towards Iran
Image 2: Explosion at Dayyer port, Bushehr

[Patrimonio con Criterio @patrimcriterio]

El dinero no avisa, rota.

Primero se mueve. Luego salen los titulares. Y al final llega la mayoría.

Ahora mismo hay sectores recibiendo miles de millones mientras otros pierden flujo.

10 sectores donde el dinero parece estar rotando:

1. Materiales $XLB: +$14.5B

[Daniel Muvdi @DanielMuvdiYT]

Acá, una prueba más de lo que he venido diciendo desde hace varios meses: $AMD acaba de matar el pago mensual del 80% o más de los usuarios de AI con un simple computador de escritorio.

Los modelos locales van a poder hacer más del 90% de todas las tareas de los usuarios comunes.

Tiempo al tiempo...