Rodrigo Sanchez

19 | UF | Documenting my journey to becoming a successful social arb investor. Not financial advice.
$NVDA $AMZN $NBIS $GME $CELH

[Rodrigo Sanchez @RodrigoSanch3zz]

About 2 months ago I watched @ChrisCamillo on the Iced Coffee Hour and I haven't stopped thinking about it since.

I'm an Econ student, so I've been taught that markets are efficient and you can't really see something before it's priced in. Camillo basically does the opposite. He finds ideas in what regular people are buying and talking about, way before Wall Street notices.

It clashed with everything I was learning, so instead of arguing about it, I decided to test it, and I feel like in the past two months I've learnt more than in the past two years, just by being genuinely interested.

This account is me documenting the process of becoming a successful social arb investor. I'll post the ideas, the data, what I do, and how it turns out. Wins and losses. Please feel free to criticize my ideas, because after all that will help me get better faster.

I'm 19 and a student at UF. Not financial advice, and I'll always say if I own something.

Follow along! If Chris Camillo ever sees this, I'd love to hear what you think, and thank you for sharing what you know!

[Rodrigo Sanchez @RodrigoSanch3zz]

@jbfinancebull thank you!

[Rodrigo Sanchez @RodrigoSanch3zz]

Why is no one talking about these things in finance/investments of X? I feel like these type of advancements in AI might be much more worth talking about than trying to predict oil’s price target or what will happen with the strait of hormuz lol

[OpenAI @OpenAI]

We’re releasing a broad range of new mathematical results produced by an internal frontier model.

We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.

https://t.co/7N6TPlft1P

[Rodrigo Sanchez @RodrigoSanch3zz]

@leoleotoobad I think if it’s not US or China it’s no one atp the 2 are many steps ahead, but who knows right ?

[Rodrigo Sanchez @RodrigoSanch3zz]

@skpnky In 10 years? prob nothing AI proof, but surely a lot of jobs that are better pairing AI with human input

[Rodrigo Sanchez @RodrigoSanch3zz]

@itskamrankhan Tbh specially with the latest models and how things just keep speeding up probably nothing or very few things

[Rodrigo Sanchez @RodrigoSanch3zz]

This morning I asked why $NBIS was rocketing. I found the answer, and it's a couple things
Nebius closed up ~8.7% at $252.73. Four things hit at once:

1. They raised GPU prices ~20%

- Across Nvidia's H100, H200, B200 and B300 chips. This type of price action usually indicates demand vastly outrunning supply, showing strength in the sector.

2. A 12-year deal for 50 MW of data center capacity - A binding agreement in the southeastern US. More
room to sell compute
3. They bought InferizeTech that cuts GPU idle time for AI inference. Price not disclosed

4. BNP Paribas upgraded it to Outperform Price target raised from $260 to $399

5. Most of the AI trade, specially energy, rocketed today.

The bigger picture: $37.5B in contracted future revenue, and the stock is up nearly 200% this year.

Customers paying 20% more and still lining up says more than any analyst target.

I own $NBIS. Not financial advice.

[Rodrigo Sanchez @RodrigoSanch3zz]

@clintoptions The screenshot jinx is so real

[Rodrigo Sanchez @RodrigoSanch3zz]

@Sandeman52 I learnt this the hard way but at least I learned it early on, would have probably been much worse down the road if I didn’t correct it

[Rodrigo Sanchez @RodrigoSanch3zz]

@AdamInvestss 3k into stocks is great I do 500 for stocks and 1500 ish into other investments

[Rodrigo Sanchez @RodrigoSanch3zz]

@FunTimes_Jason 😂😂

[Rodrigo Sanchez @RodrigoSanch3zz]

Does anyone know why $NBIS is rocketing today?

[Rodrigo Sanchez @RodrigoSanch3zz]

@DudeWhoInvests wait wdym

[Rodrigo Sanchez @RodrigoSanch3zz]

@ReddBanksss that’s why basics exist “time in the market beats timing the market”

[Rodrigo Sanchez @RodrigoSanch3zz]

@EndicottInvests Wasn’t the insider sale already planned months ago? I was also confused why it was so viral on X

[Rodrigo Sanchez @RodrigoSanch3zz]

@KushPatil_ Both are bad, spend on the things you will remember with a smile, the rest are usually just throwing away money for temporary gratification

[Rodrigo Sanchez @RodrigoSanch3zz]

@EllisInvest The goal and the biggest upwards point of inflection too

[Rodrigo Sanchez @RodrigoSanch3zz]

@Liathetrader You forgot to tag Burry lol

[Rodrigo Sanchez @RodrigoSanch3zz]

@cislaliv2000 If uber does end up becoming the distribution layer it is extremely undervalued, I’ll probably be researching into it thx for the idea

[Rodrigo Sanchez @RodrigoSanch3zz]

@jbfinancebull Yea envy in this times is wild, really few people actually wanna see others win idk why

[Rodrigo Sanchez @RodrigoSanch3zz]

@HiCagr unjustified sell offs have been so common this year it’s crazy but great for people who do their own thinking