Very useful thread to understand whats's really happening beneath the market's surface.
The seven stocks to watch:
$AAPL $MSFT $NVDA $AMZN $GOOG $META $TSLA
The #SP500 and #DowJones are printing fresh all-time highs. But beneath the surface, the Magnificent 7 are telling very different stories.
Some are pushing higher, while others are flashing warning signs.
Here’s what the charts are saying 👇
Hilo muy completo (y útil) para entender mejor el posicionamiento de cada bigtech respecto a la #AI y el impacto, presente y futuro, en sus cuentas de resultados. $GOOG $AAPL $MSFT $AMZN
🧵Big Tech Earnings 2026: The hidden story behind #Alphabet#Apple#Microsoft#Amazon
Everyone is looking at the headline EPS but...
How much of those earnings came from the business and how much came from the revaluation of strategic investments?
Let's break it down👇
🧵Big Tech Earnings 2026: The hidden story behind #Alphabet#Apple#Microsoft#Amazon
Everyone is looking at the headline EPS but...
How much of those earnings came from the business and how much came from the revaluation of strategic investments?
Let's break it down👇
🚨 $UVXY just triggered a potentially bullish setup.
Seasonality is lining up. August is knocking on the door.
Volatility may be about to make a comeback. Stay alert.
#VIX
🚨 $UVXY just triggered a potentially bullish setup.
Seasonality is lining up. August is knocking on the door.
Volatility may be about to make a comeback. Stay alert.
#VIX
🚨 Big news in fintech.
#Stripe and #Advent International have reportedly submitted a $60.50/share bid to acquire $PYPL.
This isn't the first time PayPal has attracted takeover interest... but it does look like the first offer that feels genuinely credible.
🚨 Big news in fintech.
#Stripe and #Advent International have reportedly submitted a $60.50/share bid to acquire $PYPL.
This isn't the first time PayPal has attracted takeover interest... but it does look like the first offer that feels genuinely credible.
#Semiconductor, #AI and memory stocks are starting to show signs of weakness.
Example #1: $SNDK is testing its steep short-term uptrend after riding its 20-day moving average all the way from $700:
@maxkarpis Sorry, but the startups that belong to the so-called Parisian “Silicon Valley” aren’t located where Revolut has chosen to be, but rather in the 13th district—at @joinstationf Welcome to Paris!
@elwatto@joaquinmencia@javisantana@joinstationf Lo sé. Me pilló de vacaciones en BCN. Recomendé vuestro meetup en la Share zone a diversos compañeros residentes. Cuando les dije que el co-founder es español, fliparon xdddd Revenuecat es muy conocida aquí. ;)
A la próxima no fallo!
En mi centro faltan profesores de informática. Bueno, en el mío y en el 95% restante.
Y no, no hablo del que aprendió Java en 2003 y ahora “da clase”.
Hablo del profesional que sabe programar hoy y que se ha peleado con un bug a las tres de la mañana. Ese no está en un aula. Está trabajando. O facturando. O huyendo de la docencia.
Porque seamos claros, nadie en su sano juicio deja un sueldo técnico por uno de profesor.
Más horas, más burocracia, menos dinero y cero respeto. Y luego nos sorprendemos de que no haya docentes.
Mientras no entendamos que un buen profesor de informática es un profesional caro, seguiremos fingiendo que formamos talento.
Y seguiremos preguntándonos, con cara de tontos, por qué es tan difícil encontrar profesores de informática.
No es difícil. Es lógico.
@javilop Te paso la newsletter que hemos enviado esta semana. Precisamente propone que estamos ante un potencial escenario de agotamiento alcista a corto plazo, un escenario que parece estar alineado con lo que has comentado.
https://t.co/nF7aRyxkML
Stripe offered to acquire us for $1.2 billion when we had $2M in revenue.
Today, we've raised $330M at an $8B valuation and reached $1B ARR.
We could've died three times during this journey.
This is the story I've never told anyone before:
🐙 Avui és l’aniversari de Diego López, porter amb el rècord d'imbatibilitat de la història del Club amb 586 minuts!
🧤 6 temporades i 213 partits oficials.
¡Muchas felicidades, @DiegoLopezOf! 🎂
🏟️ No et perdis el Tour #RCDE! 👉 https://t.co/lHQ9govNza
#FundacióRCDE
Són tants anys desafiant l’impossible.
Som guardians d’aquest amor indestructible.
Lluitant a contracorrent. Plantant cara al patiment.
Amb la força d’un sentiment invencible.
Per molts anys, pericos! 🤍💙