Alejandro Meneses

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[Alejandro Meneses @AleMeneses_R]

La revolución de la IA apenas está comenzando.

Las mayores oportunidades estarán en ayudar a ese 86% de la población que aún no ha utilizado la IA a adoptarla e integrarla en su día a día.

[Nav Toor @heynavtoor]

You have noticed it. ChatGPT feels dumber than it used to. Your prompts that worked six months ago produce worse results now. The writing sounds flatter. The ideas sound safer. The internet itself feels like it is shrinking. Every article reads the same. Every email sounds the same. Every answer sounds like it was written by the same voice.

You thought it was you. It is not you.

Researchers at Oxford and Cambridge published a paper in Nature proving what is happening. They call it Model Collapse.

Here is the mechanism in one sentence. AI trained on AI-generated data gets dumber every generation until it forgets what real human data looked like.

The internet is filling with AI-generated content. Blog posts. Articles. Reviews. Comments. Social media. AI companies scrape the internet to train the next generation of models. Which means the next generation of AI is being trained on the output of the current generation.

Each cycle loses information. Not randomly. It loses the rarest, most unusual, most creative parts first. The researchers call these the "tails of the distribution." The weird ideas. The unexpected perspectives. The things that made the internet feel human. Those disappear first.

What remains is the average. The safe. The expected. The bland.

Then the next generation trains on that. And loses more. And the next generation trains on that. And loses more. The researchers proved this is not a slow decline. Major degradation happens within just a few iterations. Even when some of the original human data is preserved.

They tested it on large language models. On image generators. On statistical models. The pattern was the same every time. The output converges toward a narrow, flattened version of reality that looks nothing like the original data.

The lead researcher put it plainly. "Large language models are like fire. A useful tool. But one that pollutes the environment."

The pollution is invisible. You cannot see which sentence on the internet was written by a human and which was written by AI. Neither can the AI that is about to train on it. And once the tails are gone, they do not come back. The damage is irreversible.

This is not a prediction anymore. It is a diagnosis.

The internet you grew up on was built by humans writing things no algorithm would have written. Strange, personal, imperfect, alive. That internet is being diluted. One generation of AI at a time. And the models trained on what remains are learning a smaller and smaller version of the world.

Model Collapse is not a technical problem. It is a cultural one. The thing that made the internet worth reading is the thing that disappears first.

[SELVA @welcometoselva]

Trump lands in Beijing. Here’s what’s actually at stake for your wallet and portfolio.

The meetings run Thu–Fri. The summit is happening, but don’t mistake optics for outcomes.

The numbers that matter:

🌴 Average U.S. tariff on Chinese goods: ~31.6% (Penn Wharton) — paid by importers, passed to you 

🌴 U.S.–China trade deficit last year: $202 B. China bought $50B less in U.S. goods than in 2022

🌴 Potential “Board of Trade” deal on the table: ~$30–50B in tariff reductions on non-sensitive goods 

🌴 Trade truce expiry date: Nov. 10, 2026 — this summit is about what comes after

Consumer finances:

Americans are paying more on everything from cars to phones due to tariffs…and the Iran war shutting the Strait of Hormuz (20% of global oil) is driving gas and food prices higher on top of that . A Hormuz deal = the bigger consumer relief.

Stocks:

U.S. indices are coming off 6 consecutive weekly gains. Hang Seng reclaimed 26,000. Markets already pricing in optimism  — meaning disappointment is the real risk here.

Acquisition power:

The Supreme Court struck down Trump’s broad tariffs. The administration is now pursuing national security-based tariffs under the Trade Act of 1974 — these are harder to kill legally . Sticky tariffs = sticky inflation.

What to watch:

🌴 Does the $30–50B “Board of Trade” framework get signed or punted?

🌴 Any Hormuz language = immediate oil drop, consumer relief

🌴Rare earth export controls: changes affect all countries, not just the U.S. — global supply chain signal

🌴 Musk, Cook, Fink, Ortberg are in the delegation — watch for sector-specific purchase agreements (Boeing, Apple, EVs)

🌴 Taiwan language: any shift in U.S. position could reignite market uncertainty fast

Bottom line: This is a stability summit, not a breakthrough. Expect the trade truce extended and maybe a Chinese soybean/Boeing purchase announcement — not structural reform.

The real trade is in what doesn’t get said about Taiwan and Hormuz.

Markets are priced for hope. Position for nuance.

[SELVA @welcometoselva]

“Vibe coding my startup, I’m going to make so much money”

1 year later:

[SELVA @welcometoselva]

Tim Cook is an absolute legend.

Since joining Apple in 1998, Tim Cook has transitioned the company from a niche computer maker on the brink of bankruptcy into a $4.1 Trillion global powerhouse. $AAPL

With the news that he will step down as CEO on September 1, 2026, here is the year-by-year breakdown of his greatest achievements:

The Ops Master Era

🌴1998: Joined Apple and slashed inventory from months to days, creating the world’s most efficient supply chain.

🌴2005: Secured massive flash memory deals, starving competitors and ensuring iPhone dominance.

🌴2009: Served as interim CEO, proving the company could thrive during Steve Jobs's absence.

The CEO Era

🌴2011: Officially named CEO; launched iPhone 4S and introduced Siri.

🌴2012: Initiated Apple’s first dividend and buyback program, making AAPL an investor favorite.

🌴2013: Launched Touch ID, making biometric security a global standard.

🌴2014: Released iPhone 6/6 Plus (the "Big" iPhone era) and Apple Pay. Cook also became the first Fortune 500 CEO to publicly come out.

🌴2015: Launched Apple Watch, now the world's best-selling timepiece.

🌴2016: Released AirPods, creating a multi-billion dollar "hearables" market overnight.

🌴2017: Unveiled iPhone X with Face ID and opened the iconic Apple Park.

🌴2018: Led Apple to become the first U.S. company to hit a $1 Trillion market cap.

🌴2019: The Services Pivot: Launched Apple TV+, Arcade, and Apple Card.

🌴2020: The M1 Chip transition began, ending the Intel era and revolutionizing Mac performance.

🌴2021: Apple hits $2 Trillion; Cook introduces App Tracking Transparency to protect user privacy.

🌴2022: Apple hits $3 Trillion, cementing its status as the world's most valuable company.

🌴2023: Announced Apple Vision Pro, officially entering the era of Spatial Computing.

🌴2024: Released Vision Pro and guided Apple to a $3.5 T+ valuation.

🌴2025: Released the breakthrough iPhone 17 "Air" and hit record annual revenue of $416 B.

🌴2026: Reached a historic $4.1 Trillion market cap and announced his transition to Executive Chairman, naming John Ternus as his successor.

His financial progress:

Market Cap: $348 Billion ➡️ $4.1 Trillion
Annual Revenue: $108 Billion ➡️ $416 Billion+

Tim Cook didn't just maintain Steve Jobs's legacy—he scaled it beyond what anyone thought possible. 

[Nick Abraham @NickAbraham12]

Alex Hormozi's framework for reducing churn is gold.

I haven't seen many people think about it like this.

[SELVA @welcometoselva]

The AI Data Center trade is here to stay.

And…

You should learn its value chain.

$ASML $IREN $NVDA $ARM $NBIUS $INTC $TSM

[SELVA @welcometoselva]

This is reversing in real time. The U.S. has neglected Latin America for a long time, but is now recognizing that the Americas are stronger together.

https://t.co/L4fI815IC8

[Alejandro Meneses @AleMeneses_R]

@sweatystartup Ideas 👊🏼

[SELVA @welcometoselva]

Q2 starts today.

Three historic standouts from a historic Q1 2026:

🌴Microsoft’s Worst Quarter Since 2008

Despite a brief rebound on the last day of March, Microsoft logged its worst quarterly performance since the 2008 financial crisis, with shares down 23% for Q1. For the world’s second-largest company by market cap, that’s a staggering destruction of value.

🌴Gold’s Unprecedented Run

Gold gained over 6% in March alone, trading above $5,150/oz, extending its YTD gain to over 20% and its recovery from prior lows to an astonishing 74%. JP Morgan raised its year-end target to $6,300, citing PBoC purchases for 15 consecutive months. A generational supercycle in progress.

🌴S&P 500 Record Profit Margins — Then a Brutal March

The S&P 500 net profit margin hit 13.2% in Q4 2025 — the highest ever recorded by FactSet since tracking began in 2009. Yet that backdrop couldn’t prevent a rough close: the S&P 500 concluded March with a 5.3% decline, its worst monthly performance since 2022, driven by Middle East tensions and oil price spikes.

The throughline: record fundamentals colliding with historic geopolitical shocks. A rare and volatile combination.

[SELVA @welcometoselva]

The big money is not in the buying and the selling, but in the waiting

And the best way to wait is when you enter at a discount. I’ll add to my Long-Term Portfolio tomorrow Monday.

My key levels in the $SPY

→ $634
→ $600
→ $580

I intend to scale in at each of these levels. I will use all the capital available by $580.

Red is green 💪🏼🔥

[Alejandro Meneses @AleMeneses_R]

@welcometoselva New York — 30% tax — 7% savings
London — 32% tax — 7% savings
Dubai — 0% tax — 28% savings
Paris — 48% tax — 7% savings
Madrid — 43% tax — 15% savings
Tokyo — 25% tax — 15% savings
Mexico City — 15% tax — 18% savings
Miami — 25% tax —15% savings

Only Dubai above 20% savings rate

[SELVA @welcometoselva]

https://t.co/oLgOw6B0FT

[SELVA @welcometoselva]

Crowdstrike $CRWD just slammed 7% lower

And the entire cybersecurity sector is feeling the heat. $PANW, $ZS , $OKTA.

Fresh leaks from Anthropic (Claude) just dropped details on next-gen model internally codenamed “Claude Mythos”. Capable of autonomous vulnerability hunting and exploit chaining at speeds no human team can match.

Markets are treating it like an instant threat to traditional defense platforms.

🌴But Selva is zooming out: this isn’t a demand killer. It’s rocket fuel.

AI-powered attacks are about to explode in sophistication. Enterprises will need more, not less, of the most advanced platforms that already turn AI into an autonomous defender.

Short-term fear trade. Long-term structural tailwind.

[Alejandro Meneses @AleMeneses_R]

@welcometoselva To put it into perspective $BBVA is worth 3 PainPals $PYPL

[Alejandro Meneses @AleMeneses_R]

@welcometoselva 🔥@vickychang77

[SELVA @welcometoselva]

$SPY -7% target hit 🎯

-10% would be at $626 personally I think we are not getting there.

1. Strait of Hormuz can be a quick fix.
2. Powell’s term expires in May (money printer will go Brrrrrr).
3. Tariff dividends.

[SELVA @welcometoselva]

As of March 2026, AI has shifted from a "behind-the-scenes" tool to an active agent that often shops on your behalf.

Here are the top 10 trends for AI in online shopping:

🌴 AI Shopping Agents: Autonomous agents now browse multiple sites to execute end-to-end purchases for you.

🌴 Zero-Click Commerce: AI predicts recurring needs and orders essentials before you even realize you're out.

🌴Generative Discovery: Traditional search bars are being replaced by conversational AI that guides your product research.

🌴Hyper-Personalized Bundling: Retailers use real-time data to create "segment-of-one" discounts tailored to your exact budget.

🌴Virtual Fit & Style: High-fidelity "Digital Twins" allow you to see how clothes move and fit on your specific body shape.

🌴AI Price Arbitrage: Consumers use personal AI tools to find the absolute lowest price floor across the global market.

🌴Predictive Post-Purchase: AI bots now proactively flag shipping delays and offer automated refunds before you complain.

🌴Visual "Snap-to-Shop": AI identifies any item in a photo or video and instantly finds a buyable match or alternative.

🌴Sentiment-Driven Support: Customer service bots now detect frustration in your voice or text and escalate to humans instantly.

🌴Resale AI: Platforms use vision AI to instantly authenticate and price second-hand luxury goods for the circular economy.

[Alejandro Meneses @AleMeneses_R]

@welcometoselva

[SELVA @welcometoselva]

📊 Estimated probabilities (after a -5% drop)

-7% total drop → 80%
-10% total drop → 55%
-15% total drop → 30%
-20% total drop → 20%
-30% total drop → 8%

-7% drop of $SPY would be $649 (most likely).

Plan accordingly.