Acabo de mirar l’hora a hora per la matinada i matí de diumenge de l’Arome que acaba de sortir.
La situació fa certa por. Es donen intensitats i acumulacions que jo personalment no havia vist mai.
Més de 120 litres per hora i acumulacions de fins a 400 litres.
Molta precaució!
Si la Sílvia Orriols arriba a Presidenta, el dia que comenci a retirar subvencions a penques, espavilats, desinformadors i tot tipus de vividors aprofitats de lo públic, que a la fi viuen de l'esforç dels altres, serà com una gran Festa Major de tanta brutícia que netejarà.
Now available: ChatGPT for Financial Services.
This is a tailored ChatGPT Work experience that combines built-in financial data with GPT-6 Astra’s reasoning.
Teams can develop research, build financial models, and create customized client materials.
https://t.co/6WP5OJdnE8
Key Events This Week:
1. US Markets Closed, Labor Day - Monday
2. US 10Y Note Auction - Wednesday
3. August PPI Inflation data - Thursday
4. August Existing Home Sales data - Thursday
5. August CPI Inflation data - Friday
6. September MI Inflation Expectations data - Friday
7. September MI Consumer Sentiment data - Friday
This marks the final week of inflation data before the September Fed meeting.
THE AI CYCLE THAT WILL RETIRE YOU IN THE NEXT 5-10 YEARS
Sharing this once. Do NOT lose it. Keep this.
The government and the largest companies in the world are showing you where capital is going.
Follow the BUILDOUT:
PHASE 1 2026–2027: BUILD THE AI STACK
AI Chips: $NVDA $AMD $AVGO $INTC
Memory / HBM: $MU $SNDK
Networking: $MRVL $QCOM
Photonics / Optics: $AAOI $LITE
Data Centers: $IREN $APLD
Cooling / Infrastructure: $SMCI $DELL
Storage: $HPE
GPU Cloud: $CRWV $NBIS $MSFT $AMZN
Electrical Equipment: $NVT
Cybersecurity: $CRWD
PHASE 2 2028–2030: POWER THE MACHINE
Grid Infrastructure: $PWR
Power Producers: $CEG
Natural Gas / Turbines: $VST
On-Site Power: $BE
Nuclear: $OKLO $CEG
Fusion: Emerging / mostly private
Copper: $FCX $SCCO
Critical Metals: $ALB $MP
Rare Earths: $MP $USAR
Electrification: $TE
PHASE 3 2030+: AUTOMATE THE WORLD
AI Applications: $PLTR $NOW $SNOW
Robotics: $TSLA $SERV
Autonomy: $ACHR
Drones: $AVAV $ONDS $KTOS
Defense Tech: $KTOS $AVAV
Space Economy: $RKLB $ASTS
Quantum: $IONQ $QBTS
WHAT DOES AI FORCE THE WORLD TO BUILD NEXT?
That’s what you ask yourself.
Save this.
La notícia més important del dia: un assassinat amb traïdoria a un pare de família de 45 anys a Manresa, no és ni notícia per part de la Televisió Pública de Catalunya.
Parlem clar, AIXÒ ÉS INADMISSIBLE I VERGONYÓS.
AVÍS A POLÍTICS I POPULISTES: Serà un punt d'inflexió.
How I plan to have another $100K month before Monday even starts
This week I made over $50,000.
The SECRET? Save it.
Finding the sector Software $IGV early and names like $NOW $CRM and $CRCL
Every weekend I map where money is moving BEFORE I start looking for individual stocks.
Here is what to chart this weekend:
METALS
$GLD Gold
$SLV Silver
$COPX Copper Miners
$REMX Critical Minerals
TECHNOLOGY
$SMH Semiconductors
$DRAM Memory
$EUV Photonics
$IGV Software
$CIBR Cybersecurity
$WGMI AI / Digital Infrastructure
$DTCR Data Centers
EMERGING THEMES
$QTUM Quantum
$BOTZ Robotics
$ARKX Space / Defense
$NLR Nuclear
CYCLICALS
$IWM Small Caps
$XLF Financials
$JETS Airlines
$XLE Energy
HEALTH
$XBI Biotech
$XLV Healthcare
Then I ask myself and look for:
What is making new highs?
What is holding its 8/21 trend?
What is outperforming $SPY and $QQQ?
Where is relative strength appearing BEFORE the headlines?
I repeat this process every week.
Now you know my secret behind my $100k Months.
Now it’s your turn.
Esta escena, que fue hecha hace años para hacer mofa y caricaturizar a los movimientos de “extrema derecha”, se ha terminado convirtiendo en realidad hasta el punto de que esto te lo firma cualquier persona de centro centrado.
ROBOTICS IS ABOUT TO CHANGE EVERYTHING ‼️
Jensen Huang says physical AI could be the first $50 trillion industry…
Here are 8 robotics stocks worth looking into 👇🏻
1/8 Intuitive Surgical $ISRG
Robotic surgery with brutal switching costs.
ÚLTIMA HORA: Google Gemini ahora puede analizar cualquier acción como un analista de Wall Street (gratis).
Aquí tienes 9 increíbles Prompts de Gemini que reemplazan las terminales de Bloomberg de $4,000 al mes:
Guárdalo en favorito📂
NVIDIA was $10 in 2022. Palantir was $8 in 2023. Both went up 20x times.
While everyone’s buying the same popular tech stock, there are 5 companies NOBODY is talking about that could hit similar returns.
Here's what they are + why I believe this:
1) NANO Nuclear Energy (NNE)
Un marroquí intenta matar a ganivetades una nena de 13 anys.
No parlo de Ceuta ni de Rabat, parlo de Puigcerdà.
I encara hi ha pocavergonyes que en volen "acollir" més...
#ProuImmigració#SalvemCatalunya
Hay gente que critica este tipo de inversiones. Para mí están bien, hace un a operación y gana 60€. Y si tienes, que descontar impuestos, pero haciendo 2 o 3 al mes te sacas un sobre sueldo interesante, que te da para una base de ahorro.
Just wrapped our earnings call.
It was a very strong close to what was a record fiscal year for Microsoft.
· Annual revenue: $331B, +18%
· MS Cloud: $214B, + 27%
· And Azure: $100B, +41%
And even bigger opportunity ahead!
I wanted to share some more perspective on two areas of focus for us:
Ha apunyalat tres dones franceses perquè "Al•là li ha ordenat".
Quin greu que ningú ordenés la seva expulsió immediata quan va entrar...
Actuar o morir.
Jo dic que actuem. I tu?
#SalvemCatalunya