Rodolfo Reyes

[Emérito/Numantia Patrimonio @foso_defensivo]

Regalazo, todas las cartas de Numantia a color y en tapa dura, no pensaba que fuesen ya casi 400 páginas!

[José Luis Cárpatos @carpatos]

Polonia ha señalado que planea comprar hasta 150 toneladas adicionales, lo que la colocaría entre los diez mayores tenedores oficiales del mundo, un giro radical frente a las 14 toneladas que tenía en 1996

[Brian Feroldi @BrianFeroldi]

Bill Ackman Investing Rules

[Thomas Sowell Daily @DailySowell]

“Employers have an incentive to hire people. Workers have an incentive to get jobs. Lenders have an incentive to lend. They don’t need somebody in Washington trying to micromanage all of this.”

— Thomas Sowell

[Jose Basagoiti @jose_basa]

EEUU: 33% de la riqueza de los hogares ahora está en manos de personas de MÁS de 70 años.

Pero no se les ocurra a los jóvenes hablar de reformas en las pensiones que saltan al cuello..

[Yellowbrick Investing @joinyellowbrick]

Never roll your own GICS, but also, GICS sucks

[Yellowbrick Investing @joinyellowbrick]

@LuxOpesResearch @InwestMannen @juniorminingpro @DutchInvestors @snikhs2 As always, give them all a follow on here and find the full writeups on their websites/profile.

*summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)

[Yellowbrick Investing @joinyellowbrick]

Added 71 new stock write-ups (pt 1):
@LuxOpesResearch (updates) - $ABBN.SW, $AMS.MC, $VK.PA, $PUM.DE, $ARGX, $BVI.PA, $TRI.PA, $SGSN.SW, $AAL.L, $CRH
@InwestMannen - $CEDER.ST
@juniorminingpro - $GOH.CN
@DutchInvestors - $EVO.ST (overview)
@snikhs2 - $MU (earnings)

[Yellowbrick Investing @joinyellowbrick]

Update:
Semiconductors = forever.
Memory = not cyclical.
Bottlenecks = forever.
Software = dead

[Yellowbrick Investing @joinyellowbrick]

@rebound_capital @HiCagr @MorpheusRes @PhilippHaas_ir @StockMarketNerd @ShawarmaCapital @41investments As always, give them all a follow on here and find the full writeups on their websites/profile.

*summaries of all pitches available on https://t.co/HnSkt6lgdo (with links to full writeups)

[Yellowbrick Investing @joinyellowbrick]

Added 71 new stock write-ups to the site (pt 2):
@rebound_capital - $CSU.TO, $TIC
@HiCagr - $INTC
@MorpheusRes - $VELO (short)
@PhilippHaas_ir - $INTU
@StockMarketNerd - $MU (earnings)
@ShawarmaCapital - $CIFR (watchlist)
@41investments - $ADBE (earnings)

[Yellowbrick Investing @joinyellowbrick]

Yellowbrick Portfolio just crossed +40% (started May 2024).

Not bad for only copying stock ideas from the best free investment write-ups using no leverage, no options, and equally weighted position sizes across 30+ stocks from multiple different countries.

[Leopold Stock Tracker @LeopoldTracker_]

Leopold Aschenbrenner has been buying $IREN every quarter since Q1 2025

5 straight quarters, buys the same stock

Here's the breakdown:

• Q1 2025: $20M
• Q2 2025: $93M
• Q3 2025: $338M
• Q4 2025: $328M
• Q1 2026: $401M

His thesis: AI has one problem, not enough power

Building a new data center and getting it powered up takes 3 to 5 years of permits and approvals

But Bitcoin miners already have the land, the power, and the grid access

And IREN is sitting on all of that, and pivoting it straight into AI

Currently they have a $9.7B Microsoft contract and a $3.4B NVIDIA partnership to back it up

It's up 639% since his first 13F disclosure

Also... he's been buying $APLD and $CORZ are in every quarter too

[Trade With Congress @tradewithcong]

June 23: Trump called out two new companies

1. $LLY (Eli Lilly)
2. $NOK (Nokia)

This is the same guy who bought $DELL at $126/share

Def adding these to the watchlist 📝

[Héctor Chamizo @hectorchamizo]

La dispersión dentro de tecnología está en niveles parecidos, o incluso superiores, a los de la burbuja puntocom de 2000.

No todas las empresas tecnológicas están subiendo juntas. Hay unas pocas ganadoras extremas y muchas rezagadas o castigadas. Esto suele indicar un mercado muy concentrado, con mucho entusiasmo en ciertos nombres o temáticas (por ejemplo IA), pero también con riesgo de rotaciones bruscas si cambia el sentimiento.

No prueba por sí solo que haya una burbuja, pero sí dice que el comportamiento interno del sector tech se parece mucho al de una fase especulativa extrema, según BofA.

[Robin Brooks @robin_j_brooks]

The debasement trade is about central banks letting inflation run out of control, so markets head for safe havens in stuff like gold. What we're seeing now is the opposite. Real US interest rates are up sharply, which crushes gold. The "deflation trade..."
https://t.co/qc9mdTqN5j

[Kevin Carpenter @kejca]

Warren Buffett: "Large quantities of money are not going to compound at super rates. Anybody who manages large sums of money who promises or implies that they can achieve really outstanding returns, I'd stay away from them. The numbers just get too big."

"If you think we're going to have any chance of doing better than 15%, you're going to be disappointed in Berkshire. We don't want to disappoint you, so that's the reason we try to be realistic about expectations."

(Berkshire Hathaway AGM || 1997)

[Market Rebellion @RebellioMarket]

"Soros is the best loss taker I've ever seen. He doesn't care whether he wins or loses on a trade. If a trade doesn't work, he's confident enough about his ability to win on other trades. There are a lot of shoes on the shelf; wear only the ones that fit. If you're extremely confident, taking a loss doesn't bother you."

Stanley Druckenmiller

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE: OIL CRASHED AND THE STOCK MARKET DOESN'T CARE

The Middle East conflict is far from finished. But here's his read:

- Oil never rose as much as people expected during the conflict
- Structurally, the war is less of a problem for the U.S. stock market than feared
- The one number to watch: U.S. gasoline prices at the pump.

[Daniel Baeza @dbaeza13]

Opiniones?