Pedro Cabrera Inoa

Obsesionado con crear valor social. Ing. de Sistemas, especializado en Negocios.

[*Walter Bloomberg @DeItaone]

FRANCE 🇫🇷 VS SPAIN 🇪🇸: YOUR PICK?

The first World Cup semifinal is here, with a place in the final on the line.

Kalshi has France at 56%, with Spain at 44%.

Over $100M traded—and the market is still moving.

Who are you backing? 👇

https://t.co/kNnnRUEdvW

[Pedro Cabrera Inoa @Pcabrera0712]

@StockSavvyShay Thanks for this info . Any updates thoughts on NBIS is being hit hard recently

[Shay Boloor @StockSavvyShay]

$NBIS is opening its first data center in Wales.

The move marks another step in scaling its European AI infrastructure platform.

[Pedro Cabrera Inoa @Pcabrera0712]

@StockSavvyShay Are you buying today ?

[Pedro Cabrera Inoa @Pcabrera0712]

@StockSavvyShay Do you have any thoughts on NOKIA ? Earnings are coming .

[Shay Boloor @StockSavvyShay]

$PLTR expanded its partnership with Mexico’s largest insurer GNP Seguros to deploy Foundry and AIP.

The platform will support claims fraud detection, risk monitoring, underwriting and faster claims processing as Palantir continues expanding internationally.

[Shay Boloor @StockSavvyShay]

$OKLO received DOE approval for the Documented Safety Analysis for its Groves Isotope Test Reactor.

The project now advances to readiness review, fuel loading and first criticality which Oklo continues to target for July 2026.

[The Market Ear @themarketear]

QQQ 5% downside protection now trades at a much richer premium than comparable IWM puts. Is big tech really riskier than small caps?
https://t.co/1wxqON1Pq2

[zerohedge @zerohedge]

Another JOLT: Jobs Opening Smash Expectations, Despite Another Drop In Number Of Hires https://t.co/uHP0EmNC4T

[*Walter Bloomberg @DeItaone]

$MSTR - STRATEGY REBOUNDS AFTER CAPITAL SHAKE-UP

Strategy shares rose 6.5% premarket after unveiling a new capital management framework.

The plan includes $2 billion in buybacks, a Bitcoin monetization program, and a higher STRC dividend, helping ease concerns after the company's market value briefly fell below the value of its Bitcoin holdings.

[zerohedge @zerohedge]

And here's why: Hyperscalers (AMZN, GOOGL, META, MSFT, ORCL) vs Semis (NVDA, MU) free cash flow

[zerohedge @zerohedge]

What Are The Most Crowded Equity Sectors, According To Goldman's Trading Desk https://t.co/QsZItynhAK

[Pedro Cabrera Inoa @Pcabrera0712]

@StockSavvyShay Thanks for the analysis . Have you done something similar for Alab?

[*Walter Bloomberg @DeItaone]

🚨 *FED LEAVES RATE UNCHANGED

[Shay Boloor @StockSavvyShay]

$GOOGL Waymo just unveiled its first-ever national TV commercial.

Waymo says its autonomous driver is statistically 10x safer than a human driver in the cities it serves, built to never blink, tire or get distracted

[Vital Knowledge Media @knowledge_vital]

$ORCL The company on the call guided F27 capex to $90-95B (of which ~$70B is cash capex). The $92.5B mid-point means the capex/revenue ratio for this fiscal year will be >100%. The >100% ratio is (BY FAR) the highest of any big tech company. The company will raise ~$40B (including $20B in debt and $20B in equity) to help pay for all this.

[*Walter Bloomberg @DeItaone]

FED RATE HIKE BETS RISE AS DATA STRENGTHENS

Schwab’s Collin Martin says stronger U.S. jobs data and persistent inflation are lowering the bar for a Federal Reserve rate hike, with markets now pricing in potential tightening by year-end. He expects an extended pause but warns the Fed could shift toward a more hawkish stance if trends persist, though a full hiking cycle remains unlikely.

Prediction markets show rising odds of a hike, with 55% before 2027 and 87% before 2028.
https://t.co/kZLYip874l

[*Walter Bloomberg @DeItaone]

*TRUMP SAYS HE'S NOT HAPPY ABOUT ISRAEL'S INITIAL ATTACKS: FOX

*TRUMP TO FOX: ISRAEL'S EARLIER ATTACKS NOT COORDINATED WITH US

*TRUMP TO FOX: CLOSE TO A DEAL W/ IRAN AND NOW THIS TAKES PLACE