Jaime Garcia Nieto

Pan dulce enthusiast...views are my own alumni @UCLA @SDABocconi

[Azucena Uresti @azucenau]

🚨Un accidente a la altura de la caseta de Plan de Barrancas en la autopista Guadalajara–Tepic dejó un saldo preliminar de 10 personas fallecidas, seis lesionadas y tres desaparecidas.

El percance ocurrió cuando un tractocamión embistió a trabajadores que realizaban labores de mantenimiento.

Se reporta que ocho vehículos resultaron involucrados y uno se incendió tras el impacto.

[Arcfunmi @Arcfunmi]

These sandwich panels that the Chinese are producing are making it possible to achieve a suitable facade finishing with ease while providing thermal insulation.

[Christian Van Der Henst✨ @cvander]

Hace un mes. Epic.

[Arcfunmi @Arcfunmi]

Felting a roof drain requires a special technique only the pro knows how to apply

[Lizbeth Carolina @LizbethCaro07]

Les comparto esta película en formato 16mm, carrete de 120mt, y con duración aproximada de 14 minutos, filmada en el año de 1955 que muestra un recorrido histórico por el paseo central más importante de la Ciudad de México: la Alameda Central.
Este documental dirigido por Adolfo Fernández Bustamante, habla de las transformaciones que ha sufrido, así como lo que ha significado para México y sus habitantes este sitio que ha ido de la mano de la evolución y crecimiento de la capital mexicana.
De hecho "La Venus de la Alameda Central", generó disgusto a varios sectores de la sociedad porfiriana que en aquel tiempo acudieron a los periódicos para solicitar su retiro por considerarla obscena y de mal gusto. Son algunas de las películas recuperadas de aquel devastador incendio del año 1982 en la Cineteca Nacional.

[Mexicanos Contra la Corrupción @MXvsCORRUPCION]

🔴#ÚltimaHora Luego de que una empresa ligada a Televisa obtuvo el uso gratuito del Campo Marte para hacer el fan fest mundialista Campo Marte 26 Santander, @Hacienda_Mexico ordenó a @Defensamx1 que sí haya un cobro por 46.1 mdp. La empresa aún obtendrá más de 500 millones🧵

[Naval @naval]

You won’t get rich just working hard, but if you don’t work hard, you won’t get rich.

[FF&E (Furniture, Fixtures, and Equipment) @FFE_only]

This is different from the norm!!!

[Chilango @ChilangoCom]

¿Buscas un plan arqueológico sin salir de la CDMX? ⛰️ El Cerro de Cuahilama resguarda petroglifos prehispánicos del primer asentamiento náhuatl en Xochimilco y puedes visitarlo gratis. Descubre su historia: https://t.co/EUCb82qJ6Z 🌿

[InversionistaMx @InversionistaM1]

Recomendación, Precio Actual, Precio Objetivo y Variación (%) según consenso de Emisoras #BMV 🇲🇽

@Analisis_Fundam

[Felipe Calderón 🇲🇽🇺🇦 @FelipeCalderon]

México rumbo al estancamiento https://t.co/SqJyeSUuSN contundente análisis de Pedro Aspe, uno de los mejores Secretarios de Hacienda que ha tenido México. (abróchense el cinturón y saquen el salvavidas debajo de su asiento).

[Vala Afshar @ValaAfshar]

MIT professor delivers a brilliant masterclass on how to effectively present your ideas with clarity, high impact and purpose

[Israel Hurtado @israelhurtadoa]

De primera mano: Polaris analiza la adjudicación de 200 MWac solares por parte de CFE y se prepara para la segunda ronda https://t.co/y1UddQ9KtB

[Compounding Quality @QCompounding]

Aswath Damodaran is the dean of valuation

He's also one of world's the best investment teachers

Today, I'm sharing his slide deck about investment philosophies 👇

[Pau Grajeda ⚽🇲🇽 @paugraje]

No me he cansado de ver este video que hizo la BBC sobre el México vs Inglaterra 🥹

El final, qué joya! 💎

[Ricky Ho @rickyho_1989]

Bank of America makes a compelling case that the market is becoming overly focused on near-term risks while underappreciating NVIDIA’s structural earnings power.

The debate has shifted from whether AI demand is real to whether margins have peaked, hyperscalers will adopt custom ASICs, and rising HBM costs will erode profitability. BofA argues these concerns are largely reflected in the current valuation. At roughly 18x forward earnings, NVIDIA is trading near its lowest valuation multiple in seven years despite still being one of the fastest-growing companies globally.

The memory cost narrative is particularly interesting. While HBM content per rack will increase materially with Rubin, rack-level pricing is expected to rise by an even greater amount. In other words, higher memory costs are likely to be offset by significantly higher system ASPs, allowing gross margins to remain in the mid-70% range. NVIDIA’s pricing power extends well beyond GPUs and increasingly encompasses networking, software, and complete AI infrastructure.

The custom ASIC threat also appears manageable. Google, Amazon and Meta have all developed proprietary chips, yet NVIDIA’s GPU revenue has increased roughly 700-fold since Google’s TPU was introduced in 2015. Rather than losing share, NVIDIA has continued consolidating its position as the default AI compute platform.

Perhaps the most important point is valuation. BofA estimates the market is already pricing in a 30-35% earnings headwind over the next two years, effectively discounting a scenario where margins compress and competitive pressures intensify. If those fears prove less severe than expected, earnings revisions could once again become the primary driver of the stock.

We continue to view the recent weakness as a healthy correction within a structural AI bull market rather than the end of the cycle. As long as AI infrastructure spending remains robust and enterprise AI adoption continues to expand, NVIDIA remains one of the highest-quality growth franchises in global equities. We remain buyers of the current correction.

[litquidity @litcapital]

Henry Kravis advises students not to launch a PE fund these days and suggests rolling up small businesses instead

Kinda funny coming from someone whose firm manages $750 billion, but also good advice. Too many PE funds out there these days

[Javier Morodo @JavierMtzMorodo]

Un banco regional a 7x utilidad, 20% de ROE y 9% de dividendo. Debatimos si la bolsa mexicana es trampa de valor, y aun así aparecen picks.
YouTube: https://t.co/W7nshD4zB3
Spotify: https://t.co/aSqmXxNIUB