Jose M Sánchez

[Julen Bollain @JulenBollain]

¿Cómo ha evolucionado la inversión en infraestructuras y mantenimiento ferroviario en España?

🔵 GOBIERNO DE RAJOY (2012-2018)

2011: 5.585 M€ (año de referencia)
2012: 4.694 M€ (−16,0%)
2013: 2.753 M€ (−41,3%)
2014: 3.199 M€ (+16,2%)
2015: 2.858 M€ (−10,6%)
2016: 2.112 M€ (−26,1%)
2017: 2.469 M€ (+16,9%)

🔴 GOBIERNO DE SÁNCHEZ (2018-2026)

2018: 2.434 M€ (−1,4%)
2019: 2.573 M€ (+5,7%)
2020: 2.695 M€ (+4,7%)
2021: 2.642 M€ (−2,0%)
2022: 3.332 M€ (+26,1%)
2023: 4.403 M€ (+32,2%)
2024: 5.555 M€ (+26,1%)
2025: 5.816 M€ (+4,7%)

🔻 Entre 2011 y 2017, la inversión y el mantenimiento ferroviario cayeron un 55,8%.
🔺 Entre 2018 y 2024, aumentaron un 128,2%.

Los recortes tienen consecuencias.

Fuente: ADIF.

[Jason Luongo @JasonL_Capital]

Did you know you can get a "dividend" from almost any stock?

(Save this for later)

Well, not exactly a dividend. But you can generate income with a covered call.

It's like renting out your shares. Here's how it works:

You own 100 shares of a stock trading at $100.

You sell 1 call option with a $105 strike that expires in 30 days. The buyer pays you $2 per share, so $200 lands in your account today.

From here, one of two things happens:

1. The stock stays below $105. The call expires worthless. You keep the $200 and your shares, and you can do it again next month.

2. The stock rises above $105. Your shares get sold at $105. You keep the $200 plus the $500 gain from $100 to $105.

The tradeoff: if the stock rockets to $130, you still sell at $105. And if the stock falls, you still own it. The premium only softens the drop.

You can do this on any stock that has options, as long as you own at least 100 shares.

[Michael Pool Sánchez 🔻 ۞ @MichaelPoolSnc1]

Huele a Psyops 👇🏽

[Jose M Sánchez @jomasaba]

@Lisazgen -95

[amit @amitisinvesting]

META STOCK OFFERING:

- Prices the offering at $625/share

- Upsizes it from $22.5B to $25B

- Nvidia will be investing $3B into the offering

$META $NVDA

[Sina 🗝️⚡ BI Report @Snz_BTC]

Watch this 🥺

[Justin Banks @RealJGBanks]

HOW TO RETIRE EARLY FROM THE AI STOCK CRASH IN THE NEXT 5 YEARS

Do not MISS this. This is the exact build out to follow.

After 14 years of trading, I’ve learned something:

The biggest opportunities often appear when nobody wants to touch these stocks anymore.

But a stock being down 50% doesn’t automatically make it cheap.

Here’s where I’ll be looking once the market confirms a bottom:

1. AI & INFRASTRUCTURE

Hyperscalers: $AMZN

AI Chips: $NVDA

Chip Design: $SNPS

Foundries: $TSM

Memory / HBM: $MU

Networking: $ANET

Photonics: $LITE

Interconnects: $APH

Edge AI: $QCOM

Data Centers: $IREN

Cooling: $VRT

Servers: $DELL

Storage: $PSTG

GPU Cloud: $CRWV

Digital Infrastructure: $EQIX

Cloud Software: $NET

Construction: $FIX

Cybersecurity: $CRWD

2. POWER & RESOURCES

Utilities: $AEP

Grid: $PWR

Electrical Equipment: $ETN

Power Producers: $CEG

Gas / Turbines: $GEV

On-Site Power: $BE

Energy Storage: $EOSE

Nuclear: $OKLO

Uranium: $CCJ

Copper: $FCX

Lithium: $ALB

Critical Minerals: $LAC

Rare Earths: $MP

3. THE NEXT INDUSTRIAL REVOLUTION

AI Applications: $PLTR

Robotics: $TSLA

Industrial Automation: $ROK

Autonomy: $GOOGL

Drones: $AVAV

Defense: $KTOS

Space: $SPCX

Quantum: $IONQ

AI Healthcare: $TEM

HERE’S WHAT I’M WAITING FOR:

Selling pressure to exhaust.

Strong stocks to form bases.

Daily and weekly 8/21 EMA trends to turn bullish.

Breakouts followed by successful retests.

I’m not trying to catch the exact bottom.

I’m looking for the NEXT major uptrend.

THE FULL WATCHLIST IS IN THE GRAPHIC.

Save this. Prepare now. Execute when the market confirms.

[Beth Kindig @Beth_Kindig]

According to the WSJ, Anthropic reported a net loss of more than $80 billion in 1H, though $72 billion of this came from accounting charges tied to convertible notes and other funding instruments.

$AMZN $GOOG $NVDA

[Beth Kindig @Beth_Kindig]

Google’s greatest competitive advantage may not be building a faster chip than $NVDA but building AI infrastructure at a lower cost.

After years of designing accelerators around its own AI workloads, $GOOG is bringing that advantage to outside customers.

Selling TPUs opens a massive new revenue opportunity, with analyst forecasts ranging from $100 billion to $250 billion by 2028. At the high end, that would rival what took Google Search decades to achieve.

The catch? HBM shortages and customer financing could limit how quickly this opportunity translates into cash flow.

Read our latest analysis here.⬇️
https://t.co/4P8x09SIY6

[Jaime Gómez-Obregón @JaimeObregon]

La primera ministra de Japón está advirtiendo de la severidad de las vulnerabilidades críticas de ciberseguridad anunciadas hoy.

Está pidiendo a todo país que actualice urgentemente o desconecte los sistemas afectados.

Mientras tanto, el ministro español de Transformación Digital está hablando de Feijóo, Ayuso y Milei.

Y casi que mejor, porque seguramente no tiene ni la menor idea de lo que está pasando.

[Shay Boloor @StockSavvyShay]

$IREN just created IREN Europe with plans for a 300 MW AI campus in Spain targeting operations in 2028.

The move comes as Europe pushes for greater control over its AI infrastructure giving IREN an opportunity to serve customers who want their data and compute managed locally.

[The Wolf Of All Streets @scottmelker]

"Bitcoin is for criminals."

The actual criminals...

[Willy Woo @willywoo]

I personally think bears waiting for a lower bottom are on the wrong side of the trade.

Capital flowing in/out of BTC bottomed August 9th 2026.

[Daniel @danielisdizzy]

$IREN is building a financing flywheel that validates its entire investment thesis.

GPUs account for roughly two-thirds of total AI infrastructure CapEx. The remaining third goes toward building the physical data centers.

Now look at the economics:

• Customer prepayments cover 45–55% of GPU CapEx, roughly equivalent to the entire cost of building the physical data centers.

• GPU-backed debt finances up to 90% of GPU costs.

• Operating cash flow and future data center financing fund the remaining requirements and fuel further expansion.

More contracts → More prepayments → More GPUs → More operating cash flow → More capacity → More contracts.

As this flywheel gains momentum, $IREN accelerates compute deployment, reinvests cash flows into further expansion, and reduces its dependence on shareholder dilution.

Once this flywheel reaches scale, $IREN stops being just another capital-intensive AI infrastructure company and becomes a self-funding growth machine.

[The Future Investors @ftr_investors]

$ASML $BESI ASML is reportedly developing its own hybrid bonding machine, potentially challenging BE Semiconductor.

According to SemiAnalysis:
🔹 ASML filed 27 hybrid bonding patent families between 2022 and 2024.
🔹 A new design could make chip bonding faster, more efficient, and cheaper.
🔹 ASML could use its expertise in precision and chip manufacturing.
🔹 Prodrive Technologies and VDL ETG could help develop the machine.
🔹 TSMC and Intel could become its first customers.

ASML has not officially confirmed the machine, but its patents and technology roadmap point to serious development.

[InvertirDesdeCero @InvertirDesde0]

La mayor fábrica de chips del mundo y el termómetro más fiable de toda la industria de la IA, bate todas las estimaciones.

Resultados Q3 $TSM
🔴 Ventas +41%
🔴 Margen EBIT: 58.6% (vs 50.5% en Q3 25')
🔴 Beneficio: +69%

6º trimestre consecutivo de beneficios récord.

Dentro 🧵

[Willy Woo @willywoo]

The best time to buy BTC is when nobody is interested in it.

The best time to sell BTC is when everybody is engaged.

CHART: Google searches for BTCUSD and Bitcoin

[Beth Kindig @Beth_Kindig]

Nvidia’s CUDA downloads have reached 1.2 billion as of Q2, up more than 37X from 32 million in 2021.

$NVDA

[Jose M Sánchez @jomasaba]

@FindleysFinance $ALC

[Long Equity @long_equity]

🏰 Monopolies (near 100% control of a critical bottleneck)
• ASML - EUV lithography (100%)
• Verisign - .com domain registries
• CoStar Group - US commercial real estate data
• Illumina - high-throughput DNA sequencing

⚔️ Duopolies (two giants, one market)
• Visa / Mastercard - card payment rails
• Airbus / Boeing - commercial jet airframes
• Nvidia / AMD - discrete GPUs
• Novo Nordisk / Eli Lilly - GLP-1 weight-loss drugs
• Apple / Google - mobile operating systems (iOS / Android)
• ICE / Nasdaq - US stock exchanges
• TransDigm / HEICO - proprietary aerospace aftermarket
• Cadence / Synopsys - core chip design software (EDA)
• Fair Isaac (FICO) / VantageScore - US credit scoring model

🧱 Oligopolies (a tight cartel)
• Cloud (Hyperscalers): AWS / Azure / Google Cloud
• Advanced Foundries: TSMC / Samsung / Intel
• Credit Ratings: S&P / Moody’s / Fitch
• Consumer Credit Bureaus: Experian / Equifax / TransUnion
• Industrial Gases: Linde / Air Liquide / Air Products
• US Telecom: AT&T / Verizon / T-Mobile
• Global OTA Travel: Booking / Expedia / Airbnb

What would you add?