EL OSO

Trabajando en los mercados financieros desde 1990 .
En particular mercados emergentes .
Hincha del rojo

[EL OSO @ELOSOLICH]

@juan_21993 @gladiadormerval Porque no gobierna el presidente y si hace algo mal el congreso lo raja y los mas importante sigue el mismo en el Banco Cemtral Don Julio 😁

[EL OSO @ELOSOLICH]

Salio MSU GREEN
Cupon 9.75%
Reoffer 100
Total 400 MM
Good Luck

[EL OSO @ELOSOLICH]

Por el momento mirando las tasas y el DXY pinta como un rebote
Veremos si mañana continua o retoma la correcion
Todos esperando el viernes para ver si los cohetes 🚀 de Space X salen a la estratosfera o se estrellan en el intento
Mucha guita en juego
Stay tunned

[EL OSO @ELOSOLICH]

@rpeker Veremos
Saludos

[𝐌𝐮𝐬𝐢𝐜 - 𝐌𝐨𝐯𝐢𝐞 - 𝐀𝐧𝐝 𝐌𝐨𝐫𝐞⭐️❤️ @NgocThach74]

HOMELESS shocked A CROWD.
Even the guitar doesn't know it could be played like this🔥

[Eric Graves @EricGravesKMBC]

GOOD NEWS - the three #Argentina fans who pedaled more than 10,000 miles from Argentina to Kansas City have TICKETS! The trio was honored in Johnson County Saturday. Here's the moment Chairman Mike Kelly surprised them with tickets to Argentina's first match at Arrowhead. @kmbc

[EL OSO @ELOSOLICH]

Lean buen resumen de lo que estamos viendo 👇

[Ricardo @Ric_RTP]

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal.

Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure.

This eats up 94% of their total operating cash flow.

The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008:

Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS.

The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity."

The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore.

Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion.

The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building.

All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself.

And the cracks are already starting to show:

Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate.

The reward for all of that was $320 billion in value erased in a single trading session.

Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry:

Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins.

And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain.

Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it.

When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely.

And here's the really scary part...

These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not.

Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later.

If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet.

If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000.

And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

[EL OSO @ELOSOLICH]

EMHO es sentido comun
El problema es que por lo general en la bolsa últimamente nada tiene sentido .
Veremos si lo de ayer fue un sustito o sigue como el mundo Crypto que hasta septiembre/octubre del 2025 eran la reserva de valor y hoy se estan convirtiendo en desecho
De marzo para aca fue el Sox y todos hablando del IPO de SpaceX el relato debe continuar
Semana mas que interesantes la que viene
Y ademas de Google parece que Meta y Microsoft emiten acciones para financiar capacidad de uso futuro que no saben si va a existir 🙄

[EL OSO @ELOSOLICH]

Esto indicadores son payasescos
Un dia de baja y pasamos de extreme grados a Fear 🙄

[Evan @StockMKTNewz]

The stock market fear and greed index is now at 42 out of 100 currently in FEAR

[EL OSO @ELOSOLICH]

Que dia tuvimos hoy
Será solo una sana correcion necesaria o el comienzo de algo
Todos vendiendo para poder comorar Space X y las nuevas emisiones de Google y Meta 😉
Se ve que el cash no es in eternum.
Buen fin de semana
Semana que viene sera muy interesante

[EL OSO @ELOSOLICH]

@wsc1990 @anibalf_ A esta altura de mi vida pocas cosas me exitan lamentablemente 😁
Te diria que disfruto un buen tiro jugando al golf 🏌️‍♀️ y algun bierdie o águila tambien 😁

[EL OSO @ELOSOLICH]

Vamos al 5.5% en la de 10 y 6 en la de 30
Y El DXY arriba de 100
Becareful 👇

[EL OSO @ELOSOLICH]

@anibalf_ Diría un amigo Its comming .
Saludos

[EL OSO @ELOSOLICH]

@msasot Vamos 💪

[Angeles en la Tierra - Siendo Humanos @octaviocappe]

Te comparto un nuevo artículo de mi newsletter "Humano. Legal. Posible"
«Que no lo veas no quiere decir que no esté» https://t.co/86We8KnZU0 a través de @LinkedIn

[EL OSO @ELOSOLICH]

Con estos numeros que se olviden de bajar las tasas a mneos que se caiga el mundo 👇

[EL OSO @ELOSOLICH]

@rpeker @Guru_itm En peru creo que tambien fijate
Y su socio Vila con Supercanal en 1998 hizo una gran estafa junto al banco que emittio el bono .
Saludos

[EL OSO @ELOSOLICH]

Sale esta perla de Mendoza adelante mis valientes 👇

NEW ISSUE : USD - Empresa Distribuidora de Electricidad de Mendoza S.A. (B/B-/B2) - 7yr
IssuerEmpresa Distribuidora de Electricidad de Mendoza S.A. (�€œEdemsa�€ | Ticker: EDEMSA)
Expected Ratings*B2 / B- / B (Moody�€™s / S&P / Fitch)
FormatRule 144A / Reg. S
RankingSenior Unsecured
SizeUS$300mm WNG
Tenor7-year amortizing bond (6.0-year weighted average life)
Final Maturity DateJune 11th, 2033
AmortizationThree equal**principal amount installments on June 11, 2031, 2032, and 2033 (Maturity)
IPTs11.00% yield area
Use Of ProceedsDebt refinancing (including Tender Offer for Existing Notes due2031) and capex
Optional RedemptionHigh yield call schedule starting June 11, 2028; Redemption for taxation reasons
Min. DenominationUS$10K x US$1K
ListingLuxembourg Stock Exchange, Bolsas y Mercados Argentinos (BYMA), and A3 Mercados
Governing LawNew York
Preliminary Pricing Term SheetSince the announcement of fixed income investor meetings in relation to this transaction on Tuesday, May 26th, certain amendments to the Preliminary Offering Memorandum have been made as are outlined in the attached Preliminary Pricing Term Sheet
Global Coordinators And Joint-BookrunnersBofA Securities (B&D), UBS Investment Bank
Expected SettlementJune 11th, 2026
TimingToday�€™s Business

[EL OSO @ELOSOLICH]

Tanto se habla estos dias de la IA
Buen viernes y mejor fin de semana
Shabat Shalom 🍷

[EL OSO @ELOSOLICH]

@juanito_mexok @BTLipschultz Todo muy confuso para mi humilde opinión