No existe período de 20 o 25 años (lo que resta para jubilar a alguien de 40 años), en que la renta variable global haya rentado menos que la fija.
En períodos largos, el riesgo siempre está en renta fija, por la pérdida de valor del dinero. La variable, un consistente 7% real.
$PYPL This will be one of the slides we need to pay the most attention to during the Q4 call:
- PayPal World: When is it going live? 1Q ‘26?
- Agentic: New partnership with Microsoft + Cymbio acquisition. Likely not guiding for any revenue in 2026.
- Ads: With the launch of Transaction Graph and PayPal Ads Manager last year, are we expecting any significant revenue here?
- Crypto & Stablecoin: What’s next? PayPal is well-positioned to win here too.
$NFLX is in a high-probability bottoming zone
I strongly believe this is a huge opportunity. RSI is oversold. If 80 dosen't hold it can fall to 75-60.
Netflix hit 325 million paid subscribers & expects ad revenue to double at $3B
150 coming soon...
Excited to share @PayPal's support of @Google's Universal Commerce Protocol (UCP) as the next phase of our expanded partnership announced last fall.
This is a milestone moment making agentic commerce a reality for consumers.
Let's go @sundarpichai! 🚀
$NFLX
Could be one of the best-performing large caps in 2026.
I expect a trend reversal within the highlighted target zone.
My minimum target is around $148, which implies nearly 70% upside from current levels.
Earnings call on Tuesday = catalyst?
People are quite confused about what Palantir does and how customers use it.
Let me tell you how Airbus used $PLTR Foundry to speed up A350 jet deliveries, saving billions of $.
Thread: 🧵
El Estrecho de Ormuz, entre Omán e Irán, conecta el Golfo Pérsico con el Golfo de Omán y el Mar Arábigo
Acá se controla aproximadamente el 20 % del consumo mundial de líquidos derivados del petróleo
Una quinta parte del consumo mundial de petróleo fluye por aquí todos los días