Adru

I'm no ordinary woman... My dreams come True 😎 Asesor Financiero en estrategias de Inversión | Wealth management | Nunca recomendación de inversión 💸

[Adru @SoyAdru]

"Que ma légende fasse son propre chemin, je lui souhaite une bonne et longue vie." 😌
CC

[Adru @SoyAdru]

K shaped para hyper 😳

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

Nvidia, $NVDA, Micron, $MU, Broadcom, $AVGO, and Applied Materials, $AMAT, are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months.

That would be more than TRIPLE the FCF they generated just 2 years ago.

At the same time, the combined FCF of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to turn negative for the first time on record.

That would mark a massive reversal from the +$260 billion peak reported by these companies in 2024.

This comes as AI-related CapEx by these 5 companies is estimated to surge to ~$1.8 trillion in 2026 and 2027 combined.

Chipmakers are becoming cash machines, while AI giants are burning record amounts of capital.

[Adru @SoyAdru]

¨The number that actually decides whether you build wealth or slowly lose it is debasement: the rate at which the money itself is being devalued. That number is not 2 or 3%. It runs closer to 8% a year.

[Raoul Pal @RaoulGMI]

I broke down the full framework yesterday. You can read it here:

https://t.co/u5knDhBo4b

[Adru @SoyAdru]

Lo de Argentina 🇦🇷 ya es descarado.

[Adru @SoyAdru]

Fyi

[BlackRock @BlackRock]

Scarcity today. Abundance tomorrow?

Our latest BlackRock 2026 Midyear Global Outlook argues we're in a world shaped by supply.

AI raises the prospect of a lasting growth breakthrough, but the path to abundance may first run through scarcity: https://t.co/xxIlO4G4lX

[Adru @SoyAdru]

Nooooo 🥴 my morning coffee ☕️

[zerohedge @zerohedge]

ARABICA COFFEE JUMPS 18%, MOST INTRADAY SINCE JULY 2000

[Adru @SoyAdru]

@pablo_majluf También hay que entender que la fisionomía del mexicano no es la más competitiva para ciertas disciplinas

[Adru @SoyAdru]

Para que se entienda…

[Luis Gonzali @LuisGonzali]

No, Banxico no le va a comprar deuda directamente al gobierno.

No, Banxico no va a a imprimir dinero para meterlo indiscriminadamente a la economía.

No, Banxico no va a hacer QE.

Nada de eso va a pasar con la “ley” que pasaron hace unas semanas.

El motivo de esas nuevas reglas es para darle estabilidad al mercado de reportos y liquidez en el mercado mexicano. Era un mecanismo que faltaba (la mayoría de los bancos centrales lo tienen) y que ayudará a que las tasas de mercado de corto plazo se mantengan cercanas a la tasa objetivo del Banco.

No busquen generar pánico donde no lo hay. Hay cosas más importantes, e interesantes, que analizar.

[Adru @SoyAdru]

@LuisGonzali X2….
No confío en ese hombre

[Adru @SoyAdru]

Love them

[Financial Times @FT]

Once overlooked, the cars from the 1980s are having a moment — but does it make financial sense to buy one?

James Max weighs his options: https://t.co/fB8KD6zLv7

[Adru @SoyAdru]

You'd better be somethin'

[Bilaal- BD investing @bdinvestingg]

Power is the next bottleneck when it comes to AI

$VST — Runs power plants that sell electricity directly to the grid. More AI demand = more revenue, no middleman.

$GEV — Makes gas turbines and grid equipment. Builds the hardware that keeps electricity flowing when demand spikes.

$SMR — Developing small nuclear reactors that can be built faster and cheaper than traditional plants. Clean baseload power.

$CCJ — Mines uranium. Every nuclear plant needs fuel. More nuclear = more CCJ.

$VRT — Keeps data centers cool and powered efficiently. The gear inside the building that stops AI servers from melting.

$IREN — Buys cheap power and runs data centers on it. Profits from the gap between electricity cost and compute revenue.

[Adru @SoyAdru]

Lean este libro de Strangers.

Hombres, para entender que los tiempos son diferentes y han tenido ventajas injustas. Mujeres, para entender nuestro lugar y la responsabilidad por nuestro futuro.

Los dos tenemos que mejorar.

[Adru @SoyAdru]

Es cuestión de tiempo… la diferencia será el servicio, certeza, entendimiento, calidez y acompañamiento.

[The Kobeissi Letter @KobeissiLetter]

AI is reshaping how institutional investors work:

~52% of institutional investors now primarily use AI for research, according to a Barclays survey of 410 fixed-income investors.

This is followed by hedge funds, at ~44%, which primarily use AI to process and analyze large volumes of market data.

By comparison, ~27% of hedge funds use AI for modelling and risk analysis, versus ~22% of long-only managers and ~17% of asset owners.

Operations, compliance and reporting, and investment decisions each account for just 10% to 15% across these groups.

AI is changing how investment decisions are made.

[Adru @SoyAdru]

@roberto_ruarte Gemini

[Trade Whisperer @TradexWhisperer]

$MU You know what's the craziest thing about Micron right now?

Micron is about to out-earn every single Mag 6 name next quarter.

[Adru @SoyAdru]

El costo de la AI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Microsoft, $MSFT, announces price hikes for Xbox devices due to memory chip costs just hours after Apple hiked prices on MacBooks and iPads.

Among the price increases:

1. Xbox Series S 1TB increased +$150 to $599
2. Xbox Series X 1TB increased +$150 to $799
3. Xbox Series S 512GB increased +$100 to $499
4. Xbox Series X 1TB Digital increased +$150 to $749

AI-induced price hikes have begun.

[Adru @SoyAdru]

🔥

[WOLF @WOLF_Financial]

MICRON's $MU INCOME STATEMENT VISUALIZED

Revenue: $41.5B (+346% Y/Y)
Gross profit: $35.1B (85% margin, +47pp Y/Y)
Operating profit: $33.3B (80% margin, +57pp Y/Y)
Net profit: $28.2B (68% margin, +48pp Y/Y)

Here is the breakdown by segment:

Cloud Memory: $13.8B (+307% Y/Y) — 78% operating margin
Core Data Center: $11.5B (+653% Y/Y) — 83% operating margin
Mobile & Client: $11.5B (+254% Y/Y) — 86% operating margin
Automotive & Embedded: $4.6B (+311% Y/Y) — 75% operating margin

Every single segment more than tripled year over year.

(Photo Credit @EconomyApp)

[Adru @SoyAdru]

Subir precios, trasladarlo a clientes. Decir que eran inevitables y aparte seguir sin innovar.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Apple, $AAPL, has raised the prices of its Macs and iPads due to soaring chip costs.

Among the price increases:

1. MacBook Air increased +$200 to $1,299
2. Base MacBook Pro increased +$300 to $1,999
3. Base MacBook Neo increased +$100 to $699
4. iPad Air increased +$150 to $749
5. iPad Pro increased +$200 to $1,199

Tim Cook said soaring chip costs made the price hike "unavoidable."

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

AI memory, chip stocks tumble as AI woes hit global peers; Wedbush sees sell-off an opportunity @divestech @seekingalpha

[Adru @SoyAdru]

Your take on $MSFT ?

[TrendSpider @TrendSpider]

Buying Microsoft $MSFT here means you're getting more for your dollar than at any point during the 2022 bear market...