Ricardo

[Ricardo @rsterin]

@HedgieMarkets 😢😢😢

[Ricardo @rsterin]

@FernandoMarull Una lamentable muestra de la Argentina. Intolerante, exagerada sin la menor consideración por el otro. Y luego cambiante 180 grados sin ninguna vergüenza

[Ricardo @rsterin]

Compasión y Felicidad. Entrevista a Matthieu Ricard por Eduardo Punset https://t.co/g9klR1NQR0 a través de @YouTube

[Ricardo @rsterin]

@Lunaria_40 10

[Ricardo @rsterin]

@NCereijo 4. Corrupción.
Origen de todos los problemas

[Ricardo @rsterin]

@hernanlacunza Muy acertado. Lamentablemente la sensatez no suele abundar en casi ningún orden local.

[AskLivermore @asklivermore]

Bank of America is telling you what to buy these last two weeks.

The three sectors they're loading up on are:
1. AI storage - they raised targets for $SNDK to $2,500 and $WDC is $732. This is the same trade that Goldman and Morgan Stanley are making. AI data centers are consuming storage faster than manufacturers can produce it.
2. Travel - five price target raises in one day. $DAL, $UAL, $ALK, $ALGT, $AAL. Why? Because jet fuel prices are falling while summer travel demand is running at record levels. BoA thinks the street is still underestimating how good Q2 earnings will be.
3. Healthcare - $ARGX, $BTSG, and $CAH all price targets raised. BoA likes them because they are a classic late cycle defensive play and they are positioning for a market that keeps grinding higher but could get choppy.

The three sectors they're cutting:
1. Chemicals - $DOW, $CE, and $FOXF cut and downgraded because they believe demand is softening globally as input costs are volatile and China isn't buying like they used too.
2. Staples - $STZ, $TSN, $PPC, $SFD all trimmed because consumer spending is rotating from goods to experiences. They believe people are booking flights, not staying at home.
3. Legacy - $CHTR and $NKE cut because they believe consumer behaviors have changed and don't see a growth catalyst yet

The bigger picture is that BofA is telling you the economy is healthy but selective. They believe the winners are AI infrastructure, travel, healthcare.

[Ricardo @rsterin]

@victorfyt 11

[Ricardo @rsterin]

@_khkmagduru_ Hay un 27

[Ricardo @rsterin]

@NCereijo @cristianritondo 4

[Ricardo @rsterin]

@0TulsiGabbard2 E

[Ricardo @rsterin]

@NCereijo @mauriciomacri Si

[Ricardo @rsterin]

@NCereijo @elisacarrio 4

[Ricardo @rsterin]

@NCereijo @SantoroLeandro 5

[Ricardo @rsterin]

@silver207141 For the being is not like that. Rather the other way round

[Ricardo @rsterin]

@victorfyt C

[Ricardo @rsterin]

@tugce190333 287

[Ricardo @rsterin]

@pabfacu 8

[Ricardo @rsterin]

@NCereijo 3

[Ricardo @rsterin]

@ale_fantino 2