Raul Benitez

Finanzas sin tanto choro! 📈 Tecnología, viajes y más! 😏

[Raul Benitez @RaulBVo]

@growthrapidly Palantir

[Raul Benitez @RaulBVo]

📊 Google: P/E ~16x (el más barato de los tres, vs. promedio de ~22-25x)
El mercado la castigo por el cash flow negativo y capex agresivo.🩸

Cómo reaccionará el mercado? 🧐

[Raul Benitez @RaulBVo]

Microsoft, y Meta reportan earnings 29 de julio. Ambas cotizan con descuento frente a su propio promedio histórico:

📊 Microsoft: P/E ~23x (vs. promedio 10 años de ~31x)
📊 Meta: P/E ~23x (vs. promedio de ~26x, el que menos descuento tiene)

[Raul Benitez @RaulBVo]

Hay gente muy dañada y muy envidiosa en este mundo, que chingados?

[Raul Benitez @RaulBVo]

@eldiariodelita Nah

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Alphabet just lost 6% in a day. Not because of earnings. Because one person quit.

John Jumper, the DeepMind scientist who co-built AlphaFold and won a Nobel Prize for it, is leaving for Anthropic. And the same week, the co-lead of Google's Gemini models left for OpenAI.

Two of the most important minds in AI, gone from one company, in one week. The market wiped tens of billions off Alphabet over it.

Sit with what that means. In most industries, no single employee moves the stock. Here, one researcher walking out the door is a market event.

That's the tell about where the real moat in AI actually sits. Not in the chips. Not in the data centers. In a few hundred irreplaceable human beings, and the fierce, expensive war to keep them.

Markets are still pricing AI like an infrastructure race. Whoever spends the most on compute wins. But infrastructure can be bought. A Nobel laureate cannot.

The scarcest asset in the most important technology of our time isn't silicon.

It's the people who know what to build with it.

[Raul Benitez @RaulBVo]

@fiscal_ai Jajajajaja

[Raul Benitez @RaulBVo]

Sabes que te está yendo bien cuando la gente deja de preguntarte cómo te va 😏

[Raul Benitez @RaulBVo]

@IngWallStreet Melo cotiza a 40 mientras que Nu a 20! 🧐

[Raul Benitez @RaulBVo]

Los cetes van para abajo! 👇 📉 Recorte en la tasa de referencia! ✂️

Y la inflación no está cerca de controlarse! Pero con la bolsa en máximos estamos felices! 😏

#invertir #bancodemexico #tasadereferencia #bolsadevalores #lesionesdedinero

[Raul Benitez @RaulBVo]

@WheelieInvestor Me too!

[Raul Benitez @RaulBVo]

@TrendSpider The million dollar question!

[Raul Benitez @RaulBVo]

Jamás me imaginé a donde llegaría mi vida invirtiendo y haciendo contenido para motivar a la gente a hacer lo mismo! 🙌🤩

[Raul Benitez @RaulBVo]

Me encanta que me copien mis videos, eso habla de que haces las cosas bien! 👍

[Raul Benitez @RaulBVo]

@StockSavvyShay Valuation has been comoressing

[Raul Benitez @RaulBVo]

@ILLENIUM World tour?

[Raul Benitez @RaulBVo]

Estoy a medio like de irme a vegas a escuchar a Illenium! 🙌

[Raul Benitez @RaulBVo]

Nuevo Máximo Histórico de Fibra Monterrey! 📈💸 De 10 a 16 pesos en dos años! 🤯

A este precio sigue siendo buena opción para invertir? 🧐

#invertir #fibrasinmobiliarias #bolsadevalores #dividendos #fibramonterrey

[Raul Benitez @RaulBVo]

@firstadopter Bubble

[Investing visuals @InvestingVisual]

$NVDA Amazing Q4 2025:

• Revenue $68B vs Est. $66B
• EPS $1.62 vs Est. $1.54
• Data Center $62B vs Est. $60B

Q1 Guidance
• Revenue $74B vs Est. $72B