Campus Trader

Profesionalícese como TRADER y haga parte del único Portafolio Estructurado Mercado Internacional HIGH YIELD | Cursos de Formación en Ciclos de Transformación

[Campus Trader @CampusTraderCo]

@Mateeeoo12 Definir un piso está difícil pues creo que será en el 2027 por ahora debe haber rebotes cuando los offshort se vayan recogiendo como dije esperar próxima reunión banrepublica y datos de inflación más posesión del nuevo gobierno

[Campus Trader @CampusTraderCo]

@Mateeeoo12 Estamos en la devuelta 2020 precio
15% abajo Sume Tes y prima de riesgo país más blbla bla efecto político regresa 2 a 3 % y lateraliza hasta siguiente reunión banrepublica y posesión presidencial

[Campus Trader @CampusTraderCo]

@Mateeeoo12 3350 /3250 $100 pesitos

[Campus Trader @CampusTraderCo]

@Mateeeoo12

[Campus Trader @CampusTraderCo]

You are a genius of valuation and making mistakes in the flows is the least important thing right on earnings day.
Gurú exceptional

[Gene Munster @munster_gene]

I have a bad habit of trying to guess what a stock will do the day after earnings.

It's a bad habit because post-earnings trading has so much noise, it tells us almost nothing about the actual fundamentals.

Now that the disclaimers are out of the way: I expect $NVDA to be up 1-2% today. It’s currently down 0.4% in the premarket (8:15a ET).

[Campus Trader @CampusTraderCo]

Rarísimo , encontrar la punta exactamente y el volumen para bajarlo , stops en 36 hacia 53 fue un flash después absorber 3780/3800 un lotto de alguien

[VICTOR GROSSO @VictorGrosso]

Raras esas puntas de negociación en casi $3.800 durante la jornada dólar/peso de hoy

[VICTOR GROSSO @VictorGrosso]

Raras esas puntas de negociación en casi $3.800 durante la jornada dólar/peso de hoy

[Campus Trader @CampusTraderCo]

@RedDogT3 Spx 675 hold this week

[Campus Trader @CampusTraderCo]

@RedDogT3 Like

[Campus Trader @CampusTraderCo]

Sí correcto ,la acomodación de los gurús son diarias en colombia pasa exactamente igual , ellos nunca se equivocan .
Yes correct, tha acommodation of the gurús are daily , they are never grown.
In colombia its the same

[Dougie Kass @DougKass]

Today is the day that we find out all the panelists on the shows sold out their gold, silver and palladium last Friday... @cnbc @dougkass

[Campus Trader @CampusTraderCo]

@ELol354 @DougKass @SquawkCNBC 333

[Campus Trader @CampusTraderCo]

Sell 23/25 dec ???

[JLoc @JohnLoc18]

$SPY Daily chart:
Hanging Man candle is forming after close today.
Tomorrow is the confirmation for this reversal candle plays out. Close above 685 on Tuesday then this candle is invalidated.
I loss $500 today on 0dte puts betting for a gap down at open then got slapped hard. It turned out to be a small bull flag instead, dead ass wrong for today. 😐

[Campus Trader @CampusTraderCo]

El qliche siempre cabe un abrazo

[Andres Moreno Jaramillo 📊 @andresmania]

@cegoso @limonlimon1984 @PalenciaDiego El rally de fin de año

[Campus Trader @CampusTraderCo]

Yes Tony , Tom versátile

[Tony Battista @Tony_BATtista]

#tomSosnoff working for #Trump? @tastyliveshow

https://t.co/UZgNwhfSOU

[Campus Trader @CampusTraderCo]

@FelipeCamposPC Es más que desangre político y fiscal y de presupuesto , gobierno de pirámide saber que endeudar después los Choques colaterales serán como un imán invertido

[Campus Trader @CampusTraderCo]

Siegel

[Felix Prehn 🐶 @felixprehn]

When asked about whether AI stocks are priced too high, Jeremy Siegel said:

"I think the biggest risk in AI investing is not whether it will work or not, but can it be done more cheaply?”

Firstly, Siegel is a professor at the Wharton School of Business and has been analyzing markets for decades.

His point is AI will work and transform the economy—there’s no doubt in this.

The real risk is whether tech companies are spending too much ($1 trillion) on data centers to power AI.

He pointed to a historical example:

During the dot-com boom in the late 1990s, telecom companies laid thousands of miles of fiber optic cables across the country.

They spent BILLIONS doing this.

Then engineers discovered multiplexing—a way to send a thousand times more data through the same cables.

Suddenly, all that infrastructure spending was unnecessary, contributing to the inevitable crash.

Siegel is suggesting something similar could happen with AI.

What if someone figures out how to run AI much more efficiently?

The technology might work perfectly, but the current approach could be massively overbuilt.

PS - Siegel covers this in more detail on his interview with CNBC.

If you'd like to watch this to learn:

- The 3 reasons why AI will transform the world just like the internet did in 90s
- Why the biggest risk right now is if it can run more efficiently
- How to position yourself when the inevitable crash happens

RT and comment "SIEGEL" and I'll DM it to you immediately.

[Felix Prehn 🐶 @felixprehn]

When asked about whether AI stocks are priced too high, Jeremy Siegel said:

"I think the biggest risk in AI investing is not whether it will work or not, but can it be done more cheaply?”

Firstly, Siegel is a professor at the Wharton School of Business and has been analyzing markets for decades.

His point is AI will work and transform the economy—there’s no doubt in this.

The real risk is whether tech companies are spending too much ($1 trillion) on data centers to power AI.

He pointed to a historical example:

During the dot-com boom in the late 1990s, telecom companies laid thousands of miles of fiber optic cables across the country.

They spent BILLIONS doing this.

Then engineers discovered multiplexing—a way to send a thousand times more data through the same cables.

Suddenly, all that infrastructure spending was unnecessary, contributing to the inevitable crash.

Siegel is suggesting something similar could happen with AI.

What if someone figures out how to run AI much more efficiently?

The technology might work perfectly, but the current approach could be massively overbuilt.

PS - Siegel covers this in more detail on his interview with CNBC.

If you'd like to watch this to learn:

- The 3 reasons why AI will transform the world just like the internet did in 90s
- Why the biggest risk right now is if it can run more efficiently
- How to position yourself when the inevitable crash happens

RT and comment "SIEGEL" and I'll DM it to you immediately.

[Campus Trader @CampusTraderCo]

@dona_pily2 Amén Dios oiga la súplica para que regresen sanos y salvos y esta angustia se termine

[Campus Trader @CampusTraderCo]

@blakestonks Noviembre Down ? Vs 3 major up

[Campus Trader @CampusTraderCo]

Todd and CDNS 320

[Todd Gordon @ToddFGordon]

Our Bloom Energy $BE position is BOOMING (+22%) this am after crushing earnings.
* Revenues $519M with exp $420M - 23% (beat).
*GAAP EPS $-0.10 with exp $-0.02 (miss),
*Non-GAAP $+0.15 with exp $+0.05 for a 200% beat.

We hold a 4.00% position in BE in our actively managed portfolio at Inside Edge Capital: https://t.co/btxhOP5j6U

Highlights from @EarningsHubHQ Strategic Partnerships: Bloom has secured key partnerships, notably with Brookfield and Oracle, which position the company favorably within the AI infrastructure ecosystem. These partnerships are expected to drive future growth and market penetration.

Capacity Expansion Plans: The company is on track to double its production capacity to 2 gigawatts by December 2026, which is anticipated to support a fourfold increase in revenue by 2025.

Innovative Technology: Bloom's fuel cell technology continues to evolve, with significant cost reductions and performance improvements, making it competitive in new markets beyond its traditional high-cost electricity regions.