Prisco José Canelón Cásares

Computer Engineer, Trader and Value Investor. 🟢 Popular investor
@etoro if you want to join etoro I leave you my link:

[Prisco José Canelón Cásares @Prisco_18]

Good morning investors!

2025 ANNUAL LETTER!

I must say that it has been a spectacular year for the markets in general. This is my second annual letter. I hope you enjoy it with a cup of coffee. I will share it with you via a link where you will find it in English and Spanish.

🔹Spanish: https://t.co/xQKF2L3bsf

🔹English: https://t.co/rbm6TrhAbG

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD $BTC $GOLD $PLTR

[Cheska Ballesteros 🪷 @Cheskacsk]

esto es una absoluta locura. Aparte que la banda sonora del himno nacional suena increíble

[Investing visuals @InvestingVisual]

Guided hyperscaler capex as of Q2 2026:

• $AMZN $220B
• $META $138B
• $GOOGL $200B
• $MSFT $175B

Total estimated 2026 capex: $733B.

But more importantly, the AI ROI fear was addressed head on by $AMZN.

$AMZN on AI infra spending: "On average, it takes a little less than 3 years to break even on that investment."

AI delivering too little ROI has been a very persistent bear argument, and $AMZN showed the ROI is in fact very strong. It also opens the path for capex staying higher for longer.

Bullish for the entire AI supply chain.

[Sarahh @Sarahhuniverse]

True 😭

[Charlie Bilello @charliebilello]

87% of Google's record $112 billion net income in the 2nd quarter came from historic markups in its equity investments (SpaceX/Anthropic/etc). Without this "other income" Google's net income would have shown a modest 2% increase from Q1 to roughly $33 billion. $GOOGL

[Lorenzo Couget @LorenzoBolsa]

Bill Ackman cree que todavía hay oportunidades en el mercado.

Para él, el S&P 500 no está tan caro como muchos creen: compañías como $MSFT, $AMZN y $META crecen a un ritmo muy superior al de las grandes empresas de décadas pasadas.

Mirá lo que dice 👇

[Prisco José Canelón Cásares @Prisco_18]

"I've just opened a position!
$GOOG $ESP35 $NSDQ100 $QQQ ..." via @etoro https://t.co/Y1dPodJPTX

$QQQ $TSLA $NVDA $IBEX $GOOGL $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Investing visuals @InvestingVisual]

$GOOGL initial $900M investment in $SPCX is now worth nearly $95 billion.

This is what $GOOGLs current investment portfolio looks like:

• $CME - 26%
• $PL - 25%
• $ASTS - 18%
• $RVMD - 8%
• $ARM - 7%
• $FRSH - 3%

[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

$GOOGL reported its financial results for the second quarter of 2026 (Q2..." via @etoro https://t.co/ZYzrPfwHcy

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Investing visuals @InvestingVisual]

$ASML vs $TSM: the foundational layer of the entire AI buildout.

How would you split $10K between them?

[Coin Bureau @coinbureau]

🔥WARREN BUFFETT: WALL STREET MAKES MORE MONEY FROM GAMBLERS THAN INVESTORS

The legendary investor warned that speculation is dominating today’s stock market, saying:

“Since humans love to gamble so much, there’s more money in cultivating gamblers than there is in cultivating investors.”

Buffet said, "It's tough to find values when everybody is preferring gambling."

He also called government-run gambling “disgusting,” saying states profit by selling people “nothing but hope.”

[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!
$TSM ✅EPS/Forecast: 4.31 /..." a través de @etoro https://t.co/ccI6CCZI3O
$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

$PYPL ✅EPS/Forecast:..." a través de @etoro https://t.co/5LlgF3SkPH

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

BREAKING: IBM stock, $IBM , collapses nearly -20% after..." via @etoro https://t.co/mUNcoFelEC

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[Escuela Austriaca de Economía 🇦🇷 @DiegoMac227]

✅️l El milagro económico que logró Milei.

[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

$ASML "It's in my portfolio, though I've been trimming my ..." via @etoro https://t.co/m8Ey7u2d5v

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Prisco José Canelón Cásares @Prisco_18]

"I've just opened a position! $NSDQ100 $ESP35 $GOOGL ..." via @etoro https://t.co/rA3RtlrhCw

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native

[Prisco José Canelón Cásares @Prisco_18]

" $ASML I just closed the trade at a profit of 165.48% $SMH $TSM $NVDA $AMD ..." via @etoro https://t.co/G7XdBoQKsG

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[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

$JPM 1. Massive Boost in Markets & Investment..." a través de @etoro https://t.co/qHJQw31Qhc

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[Prisco José Canelón Cásares @Prisco_18]

"Good morning investors!

$ASML continues to repurchase its own shares despite its ..." via @etoro https://t.co/Ht50EftzxB

$QQQ $TSLA $NVDA $IBEX $GOOG $SPY $BABA $META $AMZN $NU $ASML $MC.PA $BYD $TSM $MSFT $AMD bitcoin:native $GOLD $PLTR $BN $BAM bitcoin:native