BeodoIV_IF

Utilizando ideas de terceros.
Me sorprendería que siguieses recomendaciones de un tipo con menos de 30k de patrimonio y formado por gurús de YouTube.

[BeodoIV_IF @BeodoIV_IF]

@Borg_Cryptos 2-0

[Le Shrub🌳 @agnostoxxx]

Congrats to the dyslexics who bought $SPCE instead of $SPCX 🤣🤣🤣

[Kerry Caberga Valiu @kinders_inverso]

Por mencionar algunas, porque la lista de truños no te la acabas: Nagarro, Teleperformance, Newprinces, caída, telus, dnd, sbb, dole, gdi, mty, data group, goeasy...

[The Kobeissi Letter @KobeissiLetter]

The most costly trade of the last 12 months was investing in crypto over AI.

Will that change?

[Henrik Dahl @SociologenHD]

Europe has spent years worrying about Hungary. Perhaps it should start paying more attention to Spain.

For years, the EU struggled with illiberal governments that were openly sympathetic to Russia. But quietly, Spain is emerging as a major problem of its own.

- Spain has decided to legalise the status of hundreds of thousands of illegal immigrants.

- Spain's support for Ukraine consists largely of encouraging words rather than meaningful military contributions.

- Spain has announced it will not meet the target for defense spending agreed by everybody else in Europe.

- Spain's hostility towards almost everything connected to Israel has become so one-sided that it raises uncomfortable questions.

- And now Spain appears unwilling to acknowledge that China is both a strategic challenge and a systemic rival to Europe.

Is this merely Spanish domestic politics? Not really. In every case, Spain is pursuing policies that make Europe less secure. The common denominator is a failure to think strategically about the world as it actually is.

Europe spent decades underestimating Russia.

It would be unfortunate if one of its largest member states now repeated the same mistake with Russia's senior partner: China.

The problem is not that Spain is left-wing. The problem is that Spain increasingly treats very hard, strategic realities as interesting perspectives on an academic debate.

That should concern all Europeans.

[Not Jerome Powell @alifarhat79]

My wife: Why don’t you sell some of your investments so we can go on vacation?

Me:

[Samantha LaDuc @SamanthaLaDuc]

Special Article: SpaceX, OpenAI, and Anthropic IPOs

Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
h/t @AurelionRsch

https://t.co/rECV8JekBz

[Charlie @charlesbonnerjr]

$BORR Drilling down at $5 after pushing out any refinancing into the middle of the next decade while the world sits in the middle of the greatest oil disruption of our lifetime

The thesis for shallow water drilling has never been stronger

[Michael T. Lester @MichaelTLester]

Before Feb 28: Oil $67/barrel. Iran had no nuclear weapons. Straits open. U.S. intel said no weaponization program.

We attack them: Oil hit $126. Now sitting at $98. Straits closed. Program undamaged. $25B spent directly. Analysts say indirect costs hit $600-950B. Half our missile arsenal gone.

Someone who thinks this is a win, explain it to me. I'll wait.

[Donald J. Trump @realDonaldTrump]

Iran never won a war, but never lost a negotiation!

[Rose Celine Investments 🌹 @realroseceline]

$CELH had a strong quarter, but the story is evolving from “one hot energy drink” into a multi brand energy platform.

With $CELH, Alani Nu, and Rockstar all plugged into $PEP’s distribution, this is starting to look much more like a scaled energy ecosystem than a single product story.

What makes beverages so fascinating is that distribution itself becomes a moat. $PEP already owns the trucks, convenience store relationships, shelf space, and infrastructure. Once a fast growing brand gets inserted into that system, growth can accelerate very quickly because the infrastructure is already built.

But honestly, this business is probably less of a “drink company” and more of a marketing company disguised as a beverage company. The liquid inside the can matters, but branding, positioning, shelf placement, influencer marketing, and consumer identity matter even more. These companies are really competing for mindshare and habits.

Energy drinks also behave differently than most consumer products because they become routines. Someone drinking one $CELH every weekday could consume 250+ cans per year. That kind of repeat purchase behavior creates incredible economics when a brand wins consumer attention.

I also think the portfolio strategy here is underrated. Beverage history shows individual brands often cool off over time, but portfolios can survive for decades. $PEP now has multiple brands attacking different demographics at once instead of relying on one trend forever.

And honestly, I think Wall Street may still be misunderstanding what this company is becoming. Most people see a volatile growth stock tied to energy drink trends. But underneath the surface, this may actually be evolving into a scaled global energy platform with distribution leverage, repeat purchases, and enormous shelf power.

The biggest lesson here is that in beverages, the winner usually is not the company with the “best drink.” The winner is often the company that controls distribution, shelf space, consumer habits, and attention. That’s why the relationship with $PEP may end up being far more important than most people realize today.

🌹

[🅽🅴🆁🅳🆈 @Nerdy_Addict]

Amazon prime does NOT skip a beat

[𝗖𝗮𝗿𝗹𝗼𝘀 𝗔𝗱𝗮𝗺𝘀 @carlosadams]

El chaval joven que no tiene coche, no va a tener pensión, vive de alquiler, se come 1h de tren que no funciona y ahora encima le llaman xenófobo

[Alex Recouso @recouso]

Probably controversial, but I genuinely believe that within the next 5 years:

🇪🇸 Spain
🇫🇷 France
🇩🇪 Germany

And most Schengen countries allowing mass illegal immigration will lose freedom of mobility within member states.

The entire EU project doesn’t make any sense and European passports will be tragically devalued as this trend accelerates.

[Qasem Al-Ali @AlaliQasem]

Oil just dropped 11% because the Strait of Hormuz is “open.”
Let me show you why the market is making one of the biggest mistakes of 2026

[il Donaldo Trumpo @PapiTrumpo]

NO WONDER THEY ASKED FOR ANOTHER DAY!!!🤨🤣🤣🤣

[Cluseau Investments @blondesnmoney]

Uh oh

[mark pg @mark16pg]

I'm in Thailand population 72m population.

They don't five a fuck about climate change or emissions.

Neither do Phillipines 110m population.

Neither do Indonesia with a population of 265m.

Why is that? Because they are too busy trying to survive.

Australia, with a population of 26m, is going to save the planet on its own by destroying its economy.

If you believe that you need help.