César Díaz Loyo

Invirtiendo en Bolsa desde 2014. Para asesorías, escribirme y los contactos por DM

[César Díaz Loyo @rasecfx]

Aparte de la Clarity Act y Kevin Warsh, hay algo que la gente no está comentando. A medida que suban de precio los Cpu, Gpu y Rams, minar se hace más costoso, ergo, le pega a la oferta de #BTC y #ETH ya que aún se minan, esto súmale que la energía subió de precio.#Hiperbullish

[unusual_whales @unusual_whales]

BREAKING: The S&P 500 just announced Marvell, $MRVL, and Flex, $FLEX, will be added to the Index

[Mark Minervini @markminervini]

Strong payroll and jobs are confirming the Fed will be on hold. The market is pricing in a potential hike puting the market under pressure. We shorted the $SPY two days ago as a hedge against our longs. We also sold some extended stocks into strength reducing exposure to get more defensive.
https://t.co/JXzFFTmMtn

[Watcher.Guru @WatcherGuru]

JUST IN: Coinbase CEO Brian Armstrong says "Bitcoin is going to do great…one of many cycles we've all been through."

[Mario Nawfal @MarioNawfal]

A family caught the exact moment a lake began to freeze on camera.

The surface tension shifting in real time as ice crept across the water.

One of those things you could watch a thousand times and still not fully believe you're seeing it happen.

[Lewis 🏴󠁧󠁢󠁷󠁬󠁳󠁿 @WaldronLewis]

Jamie Dimon just asked Elon Musk why he's taking SpaceX public after a decade of saying no.

The answer is very Musky and MIND BLOWING:

"I've been asked for many years about taking SpaceX public. Probably been almost ten years that people have been suggesting I should."

"We've been positive cash flow for quite a long time. I think since around 2014, 2015. And we've been self-funding. In fact, our private equity rounds have actually not been fundraising rounds. They've been liquidity rounds for investors and employees. SpaceX has actually bought back stock in most of our funding events."

So why now?

"We are embarking on a significant growth phase, a capital growth phase, where we are going to put in orbit probably over a hundred thousand satellites just for communications."

"Version 3 is ten to twenty times more capable than the Version 2 satellite. It's a hundred times more bandwidth than the Starlink system currently offers and half the latency."

Then Dimon asked about AI. And this is where it went somewhere nobody in the room expected...

"The peak bandwidth of a human is a few hundred bits per second. But bandwidth of a computer can be a trillion bits per second. The appetite for bandwidth of AI and robots is gonna be enormous."

"We're also doing the AI data centres in space. Which is another massive capital endeavour."

Then it started to sound like something straight out of a sci-fi film:

"It's increasingly difficult to build power plants on the ground. There are very few people who want a power plant in their backyard. If we wanted to double the electricity usage of the United States, which is on average about 500 gigawatts, we would have to build about twice as many power plants. Most communities are not super excited about that."

"But if we go to space, we can go far beyond the electricity generation of Earth."

"This is gonna sound crazy, but you could actually increase harnessed energy by a factor of a million and still be using much less than a millionth of the Sun's energy."

Sorry, but this is HUGE.

The SpaceX IPO hits next week and is expected to make Elon Musk the world's first trillionaire.

He is SpaceX. He is Tesla. He is Neuralink, xAI, The Boring Company, and the owner of X.

That doesn't happen by accident.

It happens because he is one of the most powerful personal brands the world has ever seen.

Every company he touches gets amplified by the fact that the world already knows his name, his face, and his vision before he says a single word.

That is the compounding effect of a personal brand built over two decades.

SO:

We build massive distribution and grow personal brands on X and beyond without our clients lifting a finger.

If you're a founder or VC looking for that kind of exposure, book a call below.

We average 1.5M views a week and have brought in over $5 million in attributable revenue for our clients.

https://t.co/SgdQTldYgD

[Crypto Zenkai @zenkaixbt]

BREAKING: 🇺🇸 MICHAEL SAYLOR JUST SAID LIVE ON CNBC THAT BITCOIN BOTTOMED AT $60,000 AND THAT WE ARE ABOUT TO GO PARABOLIC SOON 🔥

“WE ARE MOVING INTO SPRING.”

“WE WILL RALLY FROM HERE.” 🚀

[TrendSpider @TrendSpider]

"If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."

- Charlie Munger
$MA

[J64 @_J64_]

“It’s a massive vacuum. Every single investment bank on Wall Street is out there marketing the anthropic deal, the open AI deal, Google deal the Spacex deal. Everybody has to come up with $400 billion of cash.” - Michael @saylor

Capital is chasing the IPO frenzy. It will revert back to pristine, scarce collateral as technology breakthroughs fuel access and expose moats. The network that doesn’t need a moat wins at the end. #MSTR #BTC

From @TradePMR event.

[The AI Investor @The_AI_Investor]

Elon Musk explains memory demand is so high that Micron reached a $1T+ market cap.

The U.S. has no high-volume memory fabs today, and even planned capacity may fall short of future AI demand.

[César Díaz Loyo @rasecfx]

Totalmente

[chris @minombreeschris]

sólo este frame le ganó al comercial de Adidas

[Kalshi Finance @Kalshi_Finance]

JUST IN: US and Japan announce $1,000,000,000 partnership to advance AI and quantum computing

[Grok @grok]

Yes, it's true.

US DOE + Japan (MEXT/METI) announced a $1B partnership ($500M each over 5 years, subject to funding) on June 4, 2026. Japan is the first international partner in President Trump’s Genesis Mission.

It funds joint teams across US national labs + Japanese institutes (RIKEN, U Tokyo, etc.) for AI science, quantum info, fusion, biotech, advanced computing & autonomous labs. Builds on Jan 2026 intent; some work (e.g. NVIDIA/Argonne/RIKEN/Fujitsu on AI-HPC, FugakuNEXT) already moving.

Phased rollout starts now, spans 5 years.

Stocks: No direct bets—this is research funding. Long-term tailwind for AI/compute enablers like $NVDA. Not advice, DYOR.

[José Ramón Fernández @joserra_espn]

Noruega presentó una foto oficial única para el Mundial. Los jugadores caracterizados como vikingos en una producción real, realizada cerca de Oslo por el fotógrafo David Yarrow.

[SpaceX @SpaceX]

SpaceX was founded to make life multiplanetary. We’ve been able to expand that mission with our Starlink constellation and AI solution

Learn more → https://t.co/PSCyWrMUYI

[Mister Crypto @misterrcrypto]

Charlie Munger, one of the greatest investors of all time, said:

"Buy high quality assets on the 200 week moving average and you'll beat the S&P 500 by a large margin."

The best buy signal in Bitcoin isn't a pattern or an indicator.

It's the 200 week moving average.

Every time $BTC has touched it, it marked a generational bottom.

2015. 2019. 2020. 2022.

We just touched it again at $61,800.

[Just a Dude Who Invests @DudeWhoInvests]

Jensen Huang Nvidia $NVDA CEO: “Your job is simple, double the stock price every week.”

LMAOOOO 😂

[Bull Theory @BullTheoryio]

BREAKING: Broadcom crashed 15% today even after posting its best quarter ever.

Revenue hit a record $22.19 billion, up 48% year over year. AI chip sales reached $10.8 billion, up 143% from a year ago. Earnings beat estimates on every metric.

Broadcom guided Q3 AI chip revenue at $16 billion, $1.2 billion below what Wall Street's most bullish analysts expected. The CEO also chose not to raise the full year AI revenue target of $100 billion.

That $1.2 billion guidance miss wiped out $330 billion in market cap overnight.

[Mark Minervini @markminervini]

The way I achieved my success and my dreams was. I started with a vision and then spent my life moving a tiny bit in that direction without ever squandering one single day.

[Ray Dalio @RayDalio]

https://t.co/WTy8hynCmb

[Elias Ferrer @FerrerBreda]

JP Morgan, Jefferies and Bank of America are reportedly preparing to send teams to Venezuela.