OLEA 10x

Soy Martín Olea.
Busco acciones prediciendo el futuro y basado en geopolítica. Esto no es recomendación de inversión. Invierte bajo tu propio riesgo.

[Wayne Liang @wliang]

Michael Burry's short positions on $MU and $NVDA, is about to get added to his extensive list of wrong calls...

His $NVDA short is already underwater. Even after this recent decentralized selling, it's still green MTD/YTD.

His 2008 comparison absolutely does not fit.

Subprime worked because the assets were fraudulent. AI compute is the opposite of worthless, HBM tells us enough... and $GOOGL just increased capex to $205B because it can't build fast enough.

His $MU short might work as memory is cyclical. But his idea of "one memory name is stretched" and "the whole bubble is about to pop" are very different trades.

[All About Argentina 🛎🇦🇷 @AlbicelesteTalk]

🚨 Leo Messi has been named the Best Player of the World Cup 2026 by following media outlets:

- The Athletic
- IFFHS
- Sky Sports
- The Guardian
- beIN Sports
- FOX Sports
- ESPN
- Sports Illustrated
- Goal com
- Yahoo Sports
- Bleacher Report
- CBS Sports
- The Daily Star
- Tribuna com

🇪🇸 Rodri has only been named by one outlet which is the official one, FIFA.

[OLEA 10x @Olea10x]

@futnostalgico Y atrás R9 o fenómeno

[OLEA 10x @Olea10x]

Bullish 🐂

[Barchart @Barchart]

Retail Investors are now buying stocks at the slowest pace in more than 6 years 🚨 🚨

[James E. Thorne @DrJStrategy]

Wall St consensus thesis.

All CapEx is bad.

All CapEx will fail.

All CapEx is a waste of money.

Wall St wants companies not to evolve and innovate.

Wall St consensus is wrong again.

Have a nice day.

[Kalshi Sports @KalshiSports]

🚨| MOST-WATCHED FOOTBALL MATCHES IN HISTORY.🤯

[OLEA 10x @Olea10x]

@en_australia Que se puede esperar de estos afro musulmanes?

[OLEA 10x @Olea10x]

@burrytracker He is wrong again

[Barça Worldwide @BarcaWorldwide]

🚨 OFFICIAL

The 2022 World Cup final between France and Argentina remains the most-watched soccer match of all time

2022 → 1.5 billion

2026 → 1.2 billion

[OLEA 10x @Olea10x]

@wholemars $60 stock

[P Equity Research 📰 @pequityresearch]

Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust:

"No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short."

According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion.

Via @axios

[OLEA 10x @Olea10x]

@jukan05 He has been bearish on memory since 2017. He is a visionary.

[OLEA 10x @Olea10x]

Since when has the stock market followed the Kospi index?

[OLEA 10x @Olea10x]

@themissinglinks @jukan05 Claramente no es de los más lúcidos. De vez en cuando acertará.

[OLEA 10x @Olea10x]

Bestial! Una locura $INTC

[OLEA 10x @Olea10x]

$INTC es una acción de $500 cotizando a $100. La segunda compra más limpia del mercado.

[Trade Whisperer @TradexWhisperer]

"Morgan Stanley projects data center capex rising from $850 billion this year to $1.5 trillion by 2028."

That's nearly 2x 🤯

And a good chunk of that will be for HBM, DRAM & NAND $MU $SKHY $DRAM $SNDK

[OLEA 10x @Olea10x]

No me gusta ir en corto en ninguna empresa. Pero $TSLA me tienta mucho.
Números lamentables. Futuro negro. Cotización absurda.

[Aria Radnia 🇮🇷 @ariaradnia]

300 P/E for this btw

$TSLA

[Kalshi @Kalshi]

JUST IN: Morgan Stanley says "buy" memory stocks