Cartera Inversión

Mercados #financieros, análisis e ideas de #inversion . Cuento la gestión de mi cartera paso a paso. Hablamos de #inversión #bolsa y #EducacionFinanciera.

[Ashton Invests @Ashton_1nvests]

My 10 favorite stocks for the next 5 years.

These are not all “safe” stocks.

Some are compounders.
Some are turnarounds.
Some are misunderstood growth stories.

But these are the companies I believe have some of the best risk/reward setups in the market today.

1. SoFi Technologies

$SOFI

SoFi is still one of my favorite long-term fintech plays. The company is no longer just a lending story. It is building a full financial ecosystem across banking, investing, credit cards, loans, deposits, and its loan platform business. In Q1, adjusted net revenue grew 41% year over year to $1.1B, adjusted EBITDA grew 62%, and members reached 14.7M. The biggest thing I am watching is financial services revenue, because that is where the business becomes more diversified, more recurring, and potentially much more valuable over time.

[Mike Investing @MrMikeInvesting]

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

Save this to look back on later…

[Cartera Inversión @CarteraInversio]

💰Hoy sumamos una nueva #bagger a la cartera gracias a $NXT

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS has satisfied everything it needed to for a bottom. Assuming we breakout of this latest falling wedge/bull flag consolidation, a measured move would be anywhere from $145-$160 depending on if and when it breaks out.

For now, the top of the wedge rests around $90 area. Obviously the range of this consolidation is very large.

Of course, it needs to reclaim and defend the 200sma well before a breakout can materialize, which now it is attempting to break the 200sma as I make this post.

*NFA

[bee🐝 @0xbeehive]

FACT: New Fed Chair = MARKET DUMP

Look at this closely:

Every time a new chair came to the Fed, the market entered a downtrend

Yellen - major drawdown
Powell - same story, TWICE

This isn't just a hypothesis - we've seen this happen THREE times in a row

Now we’re approaching another transition

I think the market is not pricing this in yet

Be careful around this period - this is where narratives flip fast

Prepare, don’t react

NOTIFS ON!

[Cartera Inversión @CarteraInversio]

@alifcoder @fabricaingresos Ebook

[Alif Hossain @alifcoder]

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Like + RT + comment 'Ebook'

Must Follow me so I can DM you.

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

Following a powerful two-year run, the S&P 500 could bottom in the fall as markets test the new Fed chair, before pushing toward 7,700 by year-end as fundamentals improve
👉 https://t.co/yIk7SZYp6p

h/t @fundstrat $spx #spx

[Cartera Inversión @CarteraInversio]

Lecciones de #buffett

[Cartera Inversión @CarteraInversio]

@sunilgurjar01 @grok donde puedo encontrar este video en youtube?

[⚫️ El DiSputado® @NoSoyLaGente]

No veo bien la marca de agua pero esto es maravilla. Jajajajajajajaajjaja

[ABC.es @abc_es]

#Lomásleído📰 Un asesor fiscal explica cómo puedes deducirte 340 euros en la declaración de la renta con esta novedad: «Paso a paso» https://t.co/5VPlButfsx

[El Profesor del Dividendo @ProfesorDiv]

Empieza la campaña de la renta y a los inversores nos toca ponernos a hacer números y rellenar casillas. A lo largo de los años he ido compartiendo mucho contenido gratuito para que puedas hacerlo por ti mismo.
Os dejo en este hilo todo lo que os pueden resultar útil 👇🧵

[David Santos @davidsantosvlog]

En las últimas 24 horas:

⭕️ Marroquí intenta robar a un señor de 66 años en silla de ruedas y muere en Barcelona.

⭕️Marroquí intenta violar a una chica con leucemia en Málaga tras darle una paliza.

⭕️Marroquí ataca con un hacha a 3 personas en Granada.

¿Hasta cuándo?

[Cartera Inversión @CarteraInversio]

$NDQ #nasdaq100
Doble techo activado

[Willie Delwiche, CMT, CFA @WillieDelwiche]

Bulls continue to stream toward the exits, with the II bull-bear spread dropping this week to its lowest level since June.

All the net gains for the S&P 500 over the past decade have come with the bull-bear spread above 20%.

Without bulls it’s hard to have a bull market.

[Pacense cabreao. @papavenaqui1]

Desde que gobierna Sánchez la vivienda ha subido un 30%.
Un vehículo normalito ha subido un 40%.
Las violalaciones suben un 15% cada año.
La luz subió un 33%
Los carburantes un 44%.

Pero aún hay solución...

[Cartera Inversión @CarteraInversio]

$VRT $LITE $COHR $SATS se incorporan al #SP500

Os dejo el enlace completo aquí 👇👇https://t.co/27nbbbIuGx

[Cartera Inversión @CarteraInversio]

@SubuTrade @market_sleuth @grok esto es cierto? Que significa?