Low Heng Yi

[Patrimonio con Criterio @patrimcriterio]

10 Acciones de calidad cotizando cerca de sus mínimos de 52 semanas 🧵

1. Netflix $NFLX: -41%

[Danny Boy @Care2much18]

Quote: "This is how USAID spent your tax dollars"

I think people have lost the will to try fact-check this guy due to the volume of lies he spreads.

Also it's actually pretty difficult with this image and quite time consuming.

It just happens I had nothing better to do. /1

[Mr. Buzzoni @polydao]

THIS DOCUMENT FROM ANTHROPIC WILL LITERALLY GET YOU PROMOTED

> the fastest way to reach a senior position is to automate your current job

this technical paper shows how to encode your daily workflows into Claude

build custom "Skills" to force the AI to do the heavy lifting:
> package your routines into automated folders
> the agent executes your tasks flawlessly in the background
> it connects directly to your local tools via MCP servers

hand off the junior work to the agent and easily claim your promotion

grab the exact blueprint right here 👇

[Anatoli Kopadze @AnatoliKopadze]

Anthropic engineer:

"You can build 5 assistants in one afternoon. Each one handles a task you've been doing manually every single day."

In 45 minutes he shows exactly how to do it from scratch, step by step.

Most people are still doing all of this by hand.

Watch the session, then save the guide below.

[Flippie | Stock Analysis @FlippieFinance]

Here are 10 stocks that are trading below their 5y-average P/E👇

(1/10) $AMZN

[Mike Levin @MikeLevin]

Let me tell you what just got reported, because you will not believe it until you see it laid out.

The Trump administration cut a billion-dollar tungsten deal with Kazakhstan. Tungsten is the metal we need for missile warheads, fighter jets, and computer chips. Trump himself got on the phone to close it. Commerce Secretary Howard Lutnick worked it from the inside, sending letters, leaning on the Kazakh president, lining up as much as $1.6 billion in federal financing.

Within weeks of those negotiations, investors tied to a firm partly owned by Donald Trump Jr. and Eric Trump took a 20% stake in an entity connected to the very same Kazakhstan project their father was negotiating. Around that same time, Cantor Fitzgerald, the firm run by Lutnick’s own sons, raised $210 million for a partner in the deal and pocketed the fees.

The fathers set the policy. The sons cashed in.

Six days after the Trump sons and their partners moved their money, Lutnick signed the final deal.

The reporting found one or both families have financial ties to at least 14 companies working with the government on critical mining deals.

The total federal funding flowing toward those companies tops $8.9 billion.

This is your tax money.

It is supposed to secure our supply chains and protect our troops, not pad the portfolios of the President’s children and the Commerce Secretary’s children.

This is the most corrupt administration in American history. It is not close.

We must keep digging, and keep asking the questions they do not want asked. Republicans in Congress are unwilling to lift a finger. Mike Johnson is running a protection racket.

Either we will end the corruption, or the corruption will be the end of us.

https://t.co/yFOl7zvOhC

[Sun Liao @sunxliao]

The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈

Pay attention... most people only really know $TSLA.

Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too.

Here's the chain... simplified drastically...

Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer.

Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere.

Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads.

Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play.

Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click.

And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play.

Pick the chokepoints.

Own the picks and shovels... then wait.

Will share more ideas to followers soon. NFA.

[Sun Liao @sunxliao]

I'm not missing the robotics bull run:

Perception and Sensing

$AEVA - Aeva, FMCW LiDAR
$ARBE - Arbe Robotics, 4D imaging radar
$CGNX - Cognex, machine vision
$OUST - Ouster, LiDAR
$VPG - force/load/strain sensing
$ZBRA - machine scan/vision/warehouse

Compute, Chips, and Memory (Brain)

$AMBA - edge AI vision SoCs
$AMBQ - ultra-low-power edge AI silicon
$ATOM - semi materials and IP licensing
$INDI - ADAS and automotive semis
$LSCC - low-power FPGAs

Motion, Actuation, and Precision (Body)

$ALNT - control, drives, and motors
$KLIC - semi assembly and automation
$NOVT - encoders and motion

Autonomous Mobility

$AUR - autonomous trucking
$MBLY - ADAS and autonomous driving
$TSLA - robotaxi plus Optimus humanoid
$XPEV - IRON humanoid and eVTOL

Deployment (Field/Service/Warehouse)

$KITT - subsea/ocean robotics
$RR - service robots and Dex humanoid
$SERV - sidewalk delivery
$SYM - warehouse automation systems

Surgical Robotics

$ISRG - da Vinci systems

Thematic Fund Exposure

$BOT - private names (Figure, Apptronik)
$ROBO - holdings across value chain

Let me know if I need to add anything!

Will be picking my favorite names soon.

[Willie Ross Jr. Knee Deep @RossKneeDeep]

I think it was just hate.

By Sincerely, American:

"Trump supporters say, 'We suffered 8 years under Barack Obama.'

Fair enough. Let’s take a look.

The day Obama took office, the Dow closed at 7,949 points. Eight years later, the Dow had almost tripled.

General Motors and Chrysler were on the brink of bankruptcy, with Ford not far behind, and their failure, along with their supply chains, would have meant the loss of millions of jobs. Obama pushed through a controversial, $80 billion bailout to save the car industry. The U.S. car industry survived, started making money again, and the entire $80 billion was paid back, with interest.

While we remain vulnerable to lone-wolf attacks, no foreign terrorist organization has successfully executed a mass attack here since 9/11.

Obama ordered the raid that killed Osama Bin Laden.

He drew down the number of troops from 180,000 in Iraq and Afghanistan to just 15,000, and increased funding for the Department of Veterans Affairs.

He launched a program called Opening Doors which, since 2010, has led to a 47 percent decline in the number of homeless veterans. He set a record 73 straight months of private-sector job growth.

Due to Obama’s regulatory policies, greenhouse gas emissions decreased by 12%, production of renewable energy more than doubled, and our dependence on foreign oil was cut in half.

He signed The Lilly Ledbetter Act, making it easier for women to sue employers for unequal pay.

His Omnibus Public Lands Management Act designated more than 2 million acres as wilderness, creating thousands of miles of trails and protecting over 1,000 miles of rivers.

He reduced the federal deficit from 9.8 percent of GDP in 2009 to 3.2 percent in 2016.

For all the inadequacies of the Affordable Care Act, we seem to have forgotten that, before the ACA, you could be denied coverage for a pre-existing condition and kids could not stay on their parents’ policies up to age 26.

Obama approved a $14.5 billion system to rebuild the levees in New Orleans.

All this, even as our own Mitch McConnell famously asserted that his singular mission would be to block anything President Obama tried to do.

While Obama failed on his campaign pledge to close the prison at Guantanamo Bay, that prison’s population decreased from 242 to around 50.

He expanded funding for embryonic stem cell research, supporting ground breaking advancement in areas like spinal injury treatment and cancer.

Credit card companies can no longer charge hidden fees or raise interest rates without advance notice.
Most years, Obama threw a 4th of July party for military families. He held babies, played games with children, served barbecue, and led the singing of “Happy Birthday” to his daughter Malia, who was born on July 4.

Welfare spending is down: for every 100 poor families, just 24 receive cash assistance, compared with 64 in 1996.

Obama comforted families and communities following more than a dozen mass shootings. After Sandy Hook, he said, “The majority of those who died today were children, beautiful little kids between the ages of 5 and 10 years old.”

Yet, he never took away anyone’s guns........

He sang Amazing Grace, spontaneously, at the altar.

He was the first president since Eisenhower to serve two terms without personal or political scandal.

He was awarded the Nobel Peace Prize.

President Obama was not perfect, as no man and no president is, and you can certainly disagree with his political ideologies. But to say we suffered?

If that’s the argument, if this is how we suffered for 8 years under Barack Obama, I have one wish: May we be so fortunate as to suffer 8 more."

[Rushi @rushicrypto]

Greenland is now asking Trump to invade, hoping to secure a deal similar to the one Iran got.

[Hunter Biden @HunterBiden]

Dear Joe,
I wish I could sit down with you face to face and explain why so many of us were offended by the UFC fight on the South Lawn of the White House.
For me, it had nothing to do with the UFC or who showed up for the fights. The brand you and Dana have built is a bona fide American success story. More power to you. As for the fighters, in my book, anyone brave enough to put it all on the line in the arena is remarkable to witness. Their dedication and discipline inspire me. I don’t understand anyone who can’t admire that.
And as for the people who attended, I, for one, love Shane Gillis. I think he’s hilarious and brilliant. It was a show. A once-in-a-lifetime spectacle. I can’t blame anyone for wanting to witness it firsthand.
My problem is that I believe some of our public spaces are sacred. And unlike many of the great powers that came before us, these American monuments belong to all of us. Not to whoever happens to hold power at the moment.
The White House does not belong to Donald Trump. It does not belong to any President. It belongs to the people. To treat it as Caesar treated the Colosseum is antithetical to everything our founding fathers fought for.
This is not Rome. Presidents are not emperors doling out bread and circuses for the peasants. The White House is the People’s House. This “celebration” could have happened in any stadium within a stone’s throw of the South Lawn. No one would have had an issue with it.
But that was obviously Donald Trump’s whole point. By holding the event on the South Lawn, what he was saying to the rest of us is:
“This is my house. I own it. I will do with it what I please. I’ll build a colosseum and have the gladiators fight under my gaze. I’ll tear down the East Wing. I’ll pave over the Rose Garden. I’ll cover everything in gold and marble. I’ll erase the names of all the men who came before me.”
The fights were an exhibition of imperial domination, not a celebration of our 250th anniversary as a democracy.
The White House is not Buckingham Palace. It is not the Palace of Versailles. It is not the Forbidden City of Beijing. It does not belong to an emperor, or a king, or a commissar.
The White House belongs to us. All of us. The person who sits behind the Resolute Desk in the Oval Office is nothing more than an honored guest. A temporary caretaker.
The President is our servant. Not our Caesar.
Respectfully, Hunter

P.S. Cage match between me and Don Jr.? Your call on the venue. Anywhere but the South Lawn.

[Polling USA @USA_Polling]

A reminder of how many times Trump has said a deal is right around the corner with Iran

[Mark Slapinski @mark_slapinski]

Thanks to the @NYTimes for this blockbuster report

Read & share

https://t.co/yhWaABTRr4

[CapexAndChill @CapexAndChill]

$MELI management always shares so much value. I hope Leandro does more of these interviews and shout out to @Couch_Investor for making this one. Here are some key insights that most investors are unaware of for $MELI from this interview.

Two metrics prove how early Mercado Libre actually is in its growth cycle despite its $86B valuation. Leandro admitted they are only at 1% to 2% of their ultimate goal in using AI to connect Mercado Pago and Mercado Libre data for hyper-personalized consumer experiences. We can potentially see new verticals spin up over the next few years just in this domain alone. Even with their aggressively growing $15B credit book, they are still only the 6th largest credit card issuer in Brazil. The 5th largest competitor is still three times their size! This confirms they have an immense amount of runway left before they hit a market share ceiling.

Wall Street models focus heavily on existing market growth, but Mercado Libre has a massive, unactivated pipeline within its current footprint. They only recently launched credit cards in Argentina in August, and the product is not even available in major markets like Chile or Colombia yet. Beyond their current active zones, there is a combined population of ~130M people in secondary Latin American countries where Mercado Libre currently has very little presence. This represents an untapped market the exact size of a "second Mexico" that is entirely ready for future ecosystem expansion. There is not a single analyst pricing this in.

Management is highly skeptical of corporate acquisitions. Leandro noted that mergers and acquisitions fail to create value half of the time, so their default strategy is to build their technology and networks in-house. They will only buy an external company if there is a severe "strategic urgency." For example, they acquired a Brazilian network of local mom-and-pop shops purely to establish instant drop-off points for apparel returns, which saved them years of organic development time. Otherwise, they do not rely on buyouts for growth.

In Latin America, roughly half of the economy is informal. This means citizens do not have traditional payroll stubs, making it very difficult for standard banks to accurately assess their risk. Mercado Libre’s competitive alpha is that they do not underwrite random people. Instead, they issue credit exclusively based on proprietary behavioral data gathered from within their own closed-loop marketplace. Because they can see exactly how a user buys and sells on the platform, they have a level of granular insight into the real economy that traditional financial institutions cannot match.

[Pablo Fredrikson @PeladoNerd]

https://t.co/zfFpPnJbdr

[Frank Downing @downingARK]

https://t.co/najMqP3mxN

[Chris Perruna @cperruna]

Buying near this area with strong fundamentals has the best risk/reward setup in the market.

Allow the fundamentals and technicals work for you!

Try to avoid buying during a downsloping stage 4 pattern as they often take a lot of time to recover, even with great fundamentals.

[David Perlmutter @Muzzlebuster]

https://t.co/GFF2O1PhOh

[Gordon Durant @9_Invest_obey]

https://t.co/4jWHIuxglv

[Mohamad Safa @mhdksafa]

The Iranian navy, which has been destroyed eight times, closed the Strait of Hormuz again, because the United States for the seventh time won the war that wasn’t a war, so the United States can open the Strait of Hormuz that was open before the not war.

The not war that started to get the uranium that was completely obliterated, so that the Iranians can’t build the nuclear bomb that they weren’t building for the not war that the United States started.

Then the United States which has nuclear weapons threatening to use nuclear weapons to prevent Iran from having nuclear weapons because having nuclear weapons is dangerous.

If the United States saw what the United States is doing in the United States, the United States would invade the United States to liberate the United States from the tyranny of the United States.