Mario Gordillo (Better Together)

CEO VINbc, Former CEO Elektra Group

[Mario Gordillo (Better Together) @MarioGordilloR]

Razones para invertir en SpaceX
Liderazgo absoluto en lanzamientos espaciales
- SpaceX realizó aproximadamente 650 lanzamientos acumulados y transportó mas del 80% de toda la masa puesta en órbita a nivel mundial durante 2025
- No existe hoy otro competidor con una escala comparable.
Ventaja tecnológica difícil de replicar
- Más del 95% de las misiones de 2025 utilizaron boosters reutilizados, lo que reduce radicalmente los costos por lanzamiento.
- La reutilizacion sigue siendo una barrera de entrada enorme para competidores.
Starlink ya es un negocio masivo
- Más de 10.3 millones de suscriptores en 164 países.
- Esto convierte a SpaceX en algo mucho mas estable que una empresa espacial tradicional: tiene ingresos recurrentes tipo telecomunicaciones.
Control de la infraestructura espacial
- Posee mas de 9,600 satélites Starlink y aproximadamente el 75% de los satélites maniobrables activos del mundo.
- Es una posición similar a tener la red ferroviaria o eléctrica de una nueva industria.
Tres negocios en uno
- Lanzamientos espaciales
- Telecomunicaciones globales (Starlink)
- Inteligencia Artificial (Integración de xAI y Grok)
- Esto reduce la dependencia de un solo mercado
Exposición al boom de la IA
- Tras la adquisición de xAI, SpaceX incorpora infraestructura de IA de escala gigawatt, Grok y la plataforma X.
- En teoría, compras una mezcla de: SpaceX, Starlink, xAI/Grok, X(twitter)
Mercado potencial enorme
- El mercado espacial global aun esta en una etapa temprana
- Starlink podría convertirse en un operador global de telecomunicaciones comparable a las grandes telefónicas, pero con cobertura mundial.
Elon Musk sigue al mando
- Mantendrá aproximadamente 82% del poder de voto después de la oferta
- Para muchos inversionistas esto es positivo porque evita presiones de corto plazo y mantiene la visión de largo plazo.
Posible efecto Tesla 2010
- Muchos inversionistas ven a SpaceX como la empresa tecnológica mas importante que aun no cotizaba en bolsa.
- Si la compañía logra monetizar plenamente Starlink y la IA, la valuación actual podría verse barata en retrospectiva.
Monopolio practico en ciertos segmentos
- NASA, Departamento de Defensa y numerosas empresas privadas dependen de SpaceX para acceso al espacio.
- La combinación Falcón + Starship podría ampliar todavía mas esa ventaja.
Starship es una opción gratuita para el inversionista
- Si Starship fracasa, SpaceX sigue teniendo Starlink y Falcón.
- Si Starship funciona plenamente, abre mercados completamente nuevos: Carga ultra pesada, Bases lunares, Misiones a Marte, Infraestuctura espacial industrial.
Lo que mas gusta de este IPO
No se esta comprando una empresa de cohetes, se esta comprando una combinación de Verizon (pero con alcance mundial) + AWS + Nvidia +NASA comercial en una sola compañía
#SpaceX

[Karoline Leavitt @PressSec]

President Trump Ends Birth Tourism and Protects the Meaning and Value of American Citizenship

https://t.co/CLZUtaJ8jB

[Mario Gordillo (Better Together) @MarioGordilloR]

Daily Markets & Business Briefing — August 6, 2026

1. Markets pause after the AI rally as investors become more selective

U.S. markets opened mixed. The S&P 500 was roughly flat, the Dow held near record highs, and the Nasdaq underperformed as weakness in semiconductor and software stocks offset gains elsewhere.

Market analysis: The market is no longer rewarding every AI-related company. Investors are distinguishing between businesses that are delivering earnings growth and those whose expectations have become too high.

What to watch next: Weekly jobless claims today and tomorrow’s U.S. employment report, both of which could influence Federal Reserve expectations.

2. NVIDIA remains fundamentally strong, but chip sentiment has cooled

The semiconductor sector came under pressure after disappointing market reactions to earnings from memory-chip companies despite solid reported results. Meanwhile, Microsoft and Amazon continued to trade modestly higher, reflecting continued confidence in hyperscaler AI spending.

Market analysis: This does not appear to be a broad deterioration in AI demand. Instead, investors are demanding stronger guidance and clearer returns on AI investments before expanding valuations further.

What to watch next: Any announcements from major cloud providers regarding additional AI infrastructure spending, which remain the primary demand driver for NVIDIA.

3. Apple remains the weakest member of the mega-cap technology group

While Microsoft and Amazon continued to outperform, Apple has yet to fully recover from last week’s post-earnings selloff, with investors still focused on supply constraints and near-term execution risks.

Market analysis: For long-term investors, the key question is whether these issues are temporary operational challenges or indicative of slower structural growth. At present, the evidence points more toward execution concerns than a collapse in demand.

What to watch next: Supply-chain updates, analyst revisions, and any indications that production constraints are easing.

4. Energy rises as oil rebounds on Middle East developments

Brent crude moved back above US$80 per barrel as markets reacted to developments involving Iran and the Strait of Hormuz. Treasury yields also edged higher.

Market analysis: Higher oil prices can reintroduce inflation concerns and keep bond yields elevated, creating a headwind for richly valued growth stocks such as Tesla and portions of the technology sector.

What to watch next: Any formal agreement affecting Gulf shipping routes and the market’s reaction in energy prices.

5. Earnings season confirms that execution matters more than headline beats

Several companies reported results that exceeded analyst expectations, yet their shares declined sharply because guidance or future growth expectations failed to impress investors.

Market analysis: The market is entering a more disciplined phase. Strong quarterly results alone are no longer sufficient—management teams must also demonstrate durable growth, margin expansion, and attractive returns on AI-related capital expenditures.

What to watch next: Forward guidance across technology and software companies, particularly regarding AI monetization and capital spending efficiency.

Portfolio perspective

For your core holdings:

Most constructive: NVIDIA, Amazon, and Microsoft continue to benefit from sustained AI infrastructure demand.
Positive: Alphabet and Meta remain well positioned, though investors are increasingly focused on return on AI investment rather than spending alone.
Contrarian watch: Apple remains the primary opportunity if operational concerns prove temporary.
Higher sensitivity: Tesla is likely to remain more affected by changes in Treasury yields and macroeconomic expectations than by company-specific news.

The dominant investment theme remains intact: AI continues to drive earnings growth across large-cap technology, but the market is becoming increasingly selective.

[Mario Gordillo (Better Together) @MarioGordilloR]

SpaceX Won’t Destroy Telecom—It Will Just Reinvent It - Barron’s https://t.co/4xL5hZ8irG

[Mario Gordillo (Better Together) @MarioGordilloR]

Tesla Stock Rises as It Seeks to Tap Massive Self-Driving Market - Barron’s https://t.co/nNTMGz5vT2

[Benny Johnson @bennyjohnson]

Rudy Giuliani Believes Democrats CHEATED In The Election of Mamdani as NY Mayor After BOMBSHELL Audit Finds 228K FRAUDULENT Votes

Of the 1 million votes cast in the election:
-7% were from nonexistent records
-6% had fake Social Security Numbers
-10% do not live in New York
-1% had no Social Security Number at all

That totals 228,000 votes.
Mamdani's margin of victory was 207,570.

How convenient.

"Do I think the Democratic Party cheated in this election? The answer to that is a resounding yes.”

“They are the most crooked enterprise in the history of the United States"

[Mario Gordillo (Better Together) @MarioGordilloR]

Why Nvidia Stock Still Trades at a Heavy Discount to Chip Rivals - Barron’s https://t.co/luFmwuB3tM

[Mario Gordillo (Better Together) @MarioGordilloR]

@MorganStanley GIC (Global Investment Comittee) weekly

Executive Summary

Strong Q2 earnings and resilient US economic fundamentals.
Fed kept rates unchanged; Morgan Stanley sees this as supportive for equities.
Recent AI and semiconductor sell-off is viewed as a healthy correction, not the end of the bull market.
Investors are demanding higher risk premiums as financial conditions tighten.
AI remains a long-term opportunity, but markets now want clearer returns on AI spending.
AI-related debt issuance is rising rapidly, widening credit spreads.
Higher long-term Treasury yields reflect inflation concerns and a shift in Fed policy expectations.
Morgan Stanley believes inflation is driven by both supply and demand, not only supply shocks.
Use market volatility to rebalance portfolios instead of reducing equity exposure.
Favor high-quality, cash-generating sectors such as consumer staples, health care, HMOs, REITs and housing.
Continue to favor Japan and emerging markets outside the semiconductor sector.
Prefer intermediate-duration bonds over taking additional credit risk.
Diversify with hedge funds, real assets, venture capital and growth equity.
Tactical positioning: Overweight US equities, overweight emerging markets, underweight developed international markets.
Bottom line: The long-term bull market remains intact, but leadership is likely to rotate toward quality companies with strong cash flow and disciplined capital allocation.

[Mario Gordillo (Better Together) @MarioGordilloR]

@MorganStanley US equity strategy

Key Takeaways
• Business cycle is shifting from early-cycle to mid-cycle, favoring high-quality companies with
stable earnings, strong margins and free cash flow.
• Morgan Stanley maintains a year-end S&P; 500 target of 8,000, supported by broader earnings
growth and improving earnings revisions.
• Momentum sell-off in semiconductors appears to have bottomed, but future market leadership is
expected to rotate away from semis toward higher-quality businesses.
• Hyperscalers (MSFT, AMZN, GOOGL and selected peers) are preferred over semiconductor
stocks due to attractive valuations, AI optionality and stronger earnings quality.
• Markets are becoming more selective on AI capital spending, rewarding companies that
demonstrate clear return on investment.
• Enterprise AI adoption is accelerating, improving productivity, margins and operational efficiency
across industries.
• The report highlights AI adopters across technology, financials, healthcare, industrials and utilities
as potential beneficiaries.
• Key macro risks are a sharp rise in oil prices, escalation of geopolitical conflict and a sustained
increase in long-term Treasury yields toward 5%.
• Fed policy remains on hold; communication from the new Fed Chair is viewed as an important
near-term market variable.
• Earnings season remains constructive: earnings surprises are above historical averages, revenue
growth is solid and 2026 earnings estimates continue to move higher.
Investment Implications
• Favor quality over lower-quality cyclicals.
• Prefer hyperscalers over semiconductors over the next several months.
• Focus on companies with strong AI adoption, improving margins and disciplined capital allocation.
• Monitor bond yields and oil prices as the primary market risks

[Mario Gordillo (Better Together) @MarioGordilloR]

How Chinese AI Models Could Upend Anthropic, OpenAI, and Nvidia - Barron’s https://t.co/w2Jk30DtKd

[Arthur MacWaters @ArthurMacwaters]

The US has one of the most progressive tax schemes ever devised in human history.

The top 1% pay for 46% of ALL taxes collected.

The bottom 50% pay only 2%.

When socialists complain about our tax system, they are either stupid, lying, or both.

[Mario Gordillo (Better Together) @MarioGordilloR]

@Apple

The facts remain:

* Record revenue.

* Record profit.

* iPhone sales grew by more than 20%.

* Exceptional margins.

* Huge cash flow.

* Outstanding balance.

The concerns (Services, AI, China) were already known before the report, and the quarter did not materially worsen them.

[Mario Gordillo (Better Together) @MarioGordilloR]

@Apple Los Resultados son Extraordinarios:

Los hechos siguen siendo:

Récord de ingresos.
Récord de utilidades.
iPhone creciendo más de 20%.
Márgenes extraordinarios.
Flujo de efectivo enorme.
Balance excepcional.

Las preocupaciones (Services, IA, China) ya eran conocidas antes del reporte y el trimestre no las empeoró de forma material.

[Mario Gordillo (Better Together) @MarioGordilloR]

@Apple Los Resultados son Extraordinarios:

Los hechos siguen siendo:

Récord de ingresos.
Récord de utilidades.
iPhone creciendo más de 20%.
Márgenes extraordinarios.
Flujo de efectivo enorme.
Balance excepcional.

Las preocupaciones (Services, IA, China) ya eran conocidas antes del reporte y el trimestre no las empeoró de forma material.

[Mario Gordillo (Better Together) @MarioGordilloR]

Nvidia: Stop Worrying About Circular Financing and Embrace the Bank - Barron’s https://t.co/HEJjaC66GN

[Mario Gordillo (Better Together) @MarioGordilloR]

One number instantly explains why Apple's investors are having a wildly different year than Oracle's It's amazing how the free cash flow line has meant wildly different things for Apple (AAPL) and Oracle (ORCL) investors this year.
reminder: Cash is king. https://t.co/RemX7g7tek

[Mario Gordillo (Better Together) @MarioGordilloR]

Relax, $100 Oil Is No Sweat for Stocks—But There Is a Panic Point: 110 - Barron’s https://t.co/tOCpz9DzXJ

[Mario Gordillo (Better Together) @MarioGordilloR]

Why Nvidia Is Falling When Other Chip Stocks Are Rising. … If the trend continues, however, investors may expect Nvidia to outperform, reclaiming its leadership position in chips and beating the rest of Big Tech.- Barron’s https://t.co/u2TfcNOd1s.

[Mario Gordillo (Better Together) @MarioGordilloR]

The coach of the Mexican national Futbol team should be Pep Guardiola, if they want to achieve anything in 4 years. @PepTeam @RafaMarquezMX #miselecciónazteca

[Mario Gordillo (Better Together) @MarioGordilloR]

Felicidades a todos los nacidos en España 🇪🇸 por su campeonato en el Mundial de Futbol #España

[Mario Gordillo (Better Together) @MarioGordilloR]

@latinus_us Eso no es ingenio, eso es fraude o robo, y si asististe a algún partido de n Atlanta, sabes que lo que comenta del “trenecito” no es posible.

[Mario Gordillo (Better Together) @MarioGordilloR]

A Gigawatt Jolt for Meta Stock - Barron’s https://t.co/yJvhqKHAcG