MedicenPollo

Mas realista que soñador, suprimo mis fantasias para aterrizarme en el mundo. Psicólogo por accidente, pero enamorado!!

[TrendSpider @TrendSpider]

$MRVL Double Beat ✅

Adj EPS: $0.80 vs $0.79 est
REV: $2.418B vs $2.404B est

🟩 +2.29%

[MrBeast @MrBeast]

If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000

[MedicenPollo @sanchez_brayan]

RT @TrendSpider: Price up 144%.
Valuation down 32%.

That’s the good kind of disconnect. $GOOG

[Jonathan Sánchez Pérez 🚀⭐️ @Mexican_Space]

Cada clic y cada compartida me acerca más al espacio 🚀🌌.
Apóyame en esta carrera para que un mexicano llegue más allá de las estrellas 🇲🇽✨.
#BlueOrigin #SERASpace #MexicanoEspacial @seraspaceage @blueorigin

[MedicenPollo @sanchez_brayan]

Rankia Markets Experience Bogotá 2025 https://t.co/WYkPAvKHAl

[El yonki de los mercados @yonki_mercados]

Es domingo.
Y ya sabes lo que eso significa en esta santa casa de adicción bursátil:

⛪ Hora de confesar mis pecados financieros de la semana.

He pasado por el confesionario, me he arrodillado ante el altar del Growth, y he vuelto a pecar:

2 acciones mas del psudomonopolio de $ASML

Ya casi tengo 20 acciones.

Quieres saber los motivos ??

Te explico.. 🧵👇🏻

[MedicenPollo @sanchez_brayan]

@Jake__Wujastyk ME

[NeuroClass @neuroclass1]

Los efectos de los estilos de crianza sobre los rasgos de personalidad de los adultos 👣

📣 Una nueva investigación explora cómo la crianza deja “huellas” en nuestra mente y cerebro, ¡veamos más!

[Ale Inversor @AleInversor]

¿Sabes que métricas mirar según el tipo de empresas que estés analizando?

Te lo resumo en este hilo!!

[Lin @Speculator_io]

The Age of Robots is Here:

Humanoids
$TSLA Tesla
$XPEV Xpeng
$XIACF Xiaomi
$HYMTF Hyundai

Logistics
$SERV Serve Robotics
$AMZN Amazon
$SYM Symbotic
$AUTO AutoStore

Robotics Software
$NVDA NVIDIA
$PTC PTC

Sensors
$OUST Ouster

Healthcare Robotics
$ISRG Intuitive Surgical
$SYK Stryker
$MDT Medtronic
$ARAY Accuray

Industrial Robotics
$HON Honeywell
$TER Teradyne
$LECO Lincoln Electric

Robotics Automation
$ROK Rockwell Automation
$ABBN ABB
$ZBRA Zebra Technologies
$CGNX Cognex
$PATH UiPath
$PEGA Pegasystems

Defense Robotics
$AVAV AeroVironment
$KTOS Kratos
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$GD General Dynamics

Consumer & B2B Robotics
$IRBT iRobot
$XIACF Xiaomi
$RR RichTech Robotics

Specialized Robotics
$OII Oceaneering
$FARO FARO Technologies

[El yonki de los mercados @yonki_mercados]

Invertir en compañías relacionadas con la conducción autónoma, la robótica o cloud computing es muy atractivo y puede ser muy rentable…

pero acertar con el caballo ganador ES MUY DIFÍCIL .

IMO, La clave está en mirar más allá: las segundas derivadas de los negocios del futuro

Probablemente serán igual de rentables y mucho más predecibles...

[TrendSpider @TrendSpider]

Descending triangle setups are rare in this market, but $KO is playing this one to perfection.

Coca-Cola now trading levels last seen in April 2024. 🩸

[El yonki de los mercados @yonki_mercados]

Hoy, como cada fin de semana, os muestro las compras realizadas durante la semana, para mi cartera de largo plazo

Comenzamos el
Año, iniciado una nueva posición en mi cartera…

Tras una caída del -40% de sus máximos históricos, invierto en la small cap Sueca evolution gaming $EVO $EVVTY

¿Quieres saber por qué?

Aquí tienes mis 9 motivos 👇🏻👇🏻🧵🪡🧶

[Shay Boloor @StockSavvyShay]

$AMD is one of the most conflicting stocks I watch.

I see several tailwinds for AMD as we approach 2025 -- here are some of the key drivers 👇

• Data Center Growth: AMD’s EPYC processors now power 25% of the x86 server market, up from virtually zero just a few years ago -- highlighting their rapid adoption in data centers.
• AI Workloads: With its MI300X GPUs, AMD is stepping up to compete in large-scale AI training and inference -- a market projected to grow over 30% annually through 2030.
• Gaming Consoles: AMD designs custom chips for $SONY PlayStation & $MSFT Xbox -- dominating the $50B+ gaming console market.

However, the game has shifted. It’s no longer just about building faster or more efficient chips; success now hinges on creating the ecosystems that empower those chips to thrive. This is where AMD faces its greatest challenge.

In today’s AI economy, hardware has been relegated to a supporting role. The real power lies in the software that orchestrates it. $NVDA didn’t become a $4T company just by selling superior GPUs -- it built CUDA, a software ecosystem so integral to AI development that it’s practically synonymous with the field itself. AMD, by contrast, offers ROCm, an open-source alternative with potential -- but one that lags in adoption, polish, and developer trust. Without a software backbone to support its chips, AMD’s hardware risks becoming irrelevant, no matter how advanced.

The competition isn’t waiting. Cloud giants like $AMZN and $GOOGL have rewritten the playbook by designing their own AI hardware. Amazon’s Graviton chips, crafted with Annapurna Labs, and Google’s TPUs, developed alongside $AVGO, aren’t just alternatives to Nvidia -- they’re purpose-built solutions tailored to specific needs. In this evolving landscape, AMD’s positioning as “the other GPU company” feels increasingly outdated. The reality is stark: the world doesn’t need another Nvidia when hyperscalers are building custom silicon to meet their exact specifications.

So, what’s next for AMD? Despite its challenges, there are slivers of hope. The Xilinx acquisition, while underwhelming so far, could still shine in niche markets where FPGAs are indispensable. AMD’s dominance in gaming and consumer GPUs provides a financial cushion -- a critical lifeline for funding innovation. And if AMD can reinvest in its software ecosystem, making ROCm as indispensable to developers as CUDA, it might yet find a foothold in the AI arms race. Is AMD a sleeping giant, poised to awaken with a software revolution, or a relic of an era when hardware alone could dictate success? The answer lies in its ability to pivot, to embrace the new rules of the AI era. Until then, AMD remains on my watchlist entering 2025.

[El yonki de los mercados @yonki_mercados]

Muchos analistas comienzan a pronosticar una posible subida de la inflación para el año 2025

Si eso ocurre,

seria MUY NEGATIVO para el mercado…

ya que podría provocar un cambio en las políticas de la FED en cuanto a la bajada de tipos…

Aun así… existe algunas acciones que podrían beneficiarse de un aumento de la inflación

En mi ultimo video te hablo de 3 acciones que TE ENCANTARÁ llevar en cartera en el caso de un repunte de la inflación americana!!

Y como de costumbre..

aderezado con el toque característico del canal!!

Dadle amor al video ❤️

(Link en el siguiente twitt)

[Bourbon Capital @BourbonCap]

4 Great companies whose stocks declined +10% in 2024 but have strong recovery potential in the near future part 2

1. $AMD - Advanced Micro Devices

P/E - 112.1
FCF - $0.5B
Debt - $2.2B

Reasons for stock decline:
1. Concerns regarding the sustainability of growth in the personal computer processor market.
2. AMD's Q3 earnings report revealed a significant YoY decline in gaming segment revenue.
3. Nvidia continues to dominate the AI accelerator market, with investors showing a strong preference for Nvidia over other chipmakers.

Strengths:
1. EPYC processors are increasingly adopted by major cloud providers like Microsoft Azure and Google Cloud.
2. AMD remains the exclusive supplier of custom chips for PlayStation and Xbox consoles.
3. AMD’s acquisition of Xilinx expands its reach into embedded markets, including automotive, aerospace, and industrial systems.
4. AMD has been steadily gaining market share in the server processor segment, with projections to exceed 20% in the near term.

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

As an early Christmas present from me...

Here's 10 stocks that I believe will make you a lot of money over the next 5 years 👇🧵

1. NuBank | $NU

Where else could I start?

This is my highest conviction play over the next 5 years as the macro conditions in Brazil stabilize.

ARPAC currently sits at $11 but this is heavily weighed down by the acquisition of new customers in Mexico and Colombia. This figure should be ~$25+ in 3-5 years with customer numbers likely growing at 15-20% YoY.

[TrendSpider @TrendSpider]

Still one of the stronger semiconductor setups heading into 2025. 💪 $TSM

[Oguz Erkan @oguzerkan]

10 best buys in the market now:

1. Hims & Hers | $HIMS: Its PEG ratio is just 0.20, one of the cheapest growth stocks in the market.

2. NuBank | $NU: It has just become the largest bank in Brazil and trading at 20 times forward earnings. No brainer.

3. TransMedics | $TMDX: On track to conduct 10,000 transplants by 2028. If it hits this goal the stock can make 5x.

4. UnitedHealth | $UNH: Has one of the strongest fundamentals in the market and trading at 20 times forward earnings on 15% long-term annual earnings growth forecast.

5. AMD | $AMD: Trading at its lowest multiples despite record revenue.

6. ASML | $ASML: Monopoly in EUVL machines, an indispensable technology to cuttinf edge chips. Down 40% from its highs, earnings will explode once they start selling the next-gen machines.

7. MercadoLibre | $MELI: It has 35% market share in LatAm e-commerce and set to grow revenues 30% next year. Trading at just 40 times forward earnings.

8. Elevance Health | $ELV: Integrated healthcare giant trading at just 11 times forward earnings.

9. Uber | $UBER: Trading at just 20 times free-cash-flow despite 20% expected revenue growth next year. No brainer.

10.Canadian National | $CNI: Largest railroad carrier between the US and Canada, projected to grow eps at a 12% CAGR. Trading at 17 PE.

What else would you add?

[SmallCapGems @Small_Cap_Gems]

Heading into 2025: Stocks I'm Buying & Avoiding 👇

5 Stocks to Buy

• $TMDX -- Leading innovation in transplant medicine with its groundbreaking Organ Care System, creating a massive moat in a critical, underserved market.
• $IONQ -- A frontrunner in quantum computing, poised to capitalize as demand for computational power surges and adoption accelerates.
• $RKLB -- Disrupting the space launch industry with cost-efficient rockets and a growing backlog of contracts, solidifying its role as a key player in the New Space economy.
• $PGY -- Gaining traction in fintech with its high-growth, data-driven payments infrastructure, positioning it for significant market share expansion.
• $EOSE -- Riding the clean energy revolution with its scalable energy storage solutions, a pivotal technology for the renewable energy transition.

5 Stocks to Avoid

• $QUBT -- Lacking tangible progress in quantum computing with little to show for its ambitious claims.
• $SPCE -- Struggling to scale operations and generate sustainable revenue in an increasingly uncertain space tourism market.
• $FUBO -- Facing mounting losses in a highly competitive streaming space, with profitability nowhere in sight.
• $GCT -- Thin margins and low competitive moat make it vulnerable in the crowded e-commerce logistics sector.
• $PD -- Growth slowing amidst rising competition, with limited differentiation in the incident response and monitoring space.