Pablo

Se un poco de todo y mucho de nada.

[Asymmetric Radar @asymmetricradar]

You know the ticker. But do you know the business?

A popular name does not guarantee strong economics, durable advantages, disciplined reinvestment, or financial resilience.

Compoundra looks beyond recognition.

Know what you own. Know what can break it.

Try it free at https://t.co/dh7EyALxrG

[Pablo @trikinikiii]

@T_RexRoars Tesla: I'm tired boss

[Asymmetric Radar @asymmetricradar]

Tomorrow, I’ll publish a new article going a bit deeper into COMPOUNDRA.

This time, I’ll also include two downloadable research reports so you can see what the framework actually produces after analyzing a business.

Not just theory. The real output: scorecard, risks, bottlenecks, scenarios, and final verdict.

Any feedback would mean a lot !

$AVGO & $MU

[Asymmetric Radar @asymmetricradar]

Join COMPOUNDRA´s waitlist below

[Asymmetric Radar @asymmetricradar]

10 minds. 1 framework.

Different styles. Different eras. Different ways of seeing businesses.

But one shared obsession: finding exceptional companies capable of compounding value over time.

For more than two years, we’ve been building a research tool around one simple question:

How would great investors recognize a truly exceptional business?

Monday, the full idea goes live. I’d love to see you there!

[Asymmetric Radar @asymmetricradar]

Two formulas. One cleaner framework.

The Momentum Series and The Seasonal Series are now moving into a simpler, more trackable format: stocks + ETFs, ranked systematically and rebalanced monthly.

The first month taught us what needed to change. Now the real version begins.

Powered by rebalio Labs

Link in the description!

[Asymmetric Radar @asymmetricradar]

rebalio Labs is working on something different

Not another dashboard - Not another screener - Not another generic tool

Our biggest project yet

Soon 🕰️

[Bipolardo @Bipolardo]

El maestro Tabarez llegando para dirigir contra España:

[Asymmetric Radar @asymmetricradar]

The core issue with $PLTR was never the business. It was the valuation

Palantir kept executing at an elite level, but the stock had clearly run ahead of itself.

After a year, I think the setup is more interesting again.

Revenue growth, margin expansion, free cash flow, customer growth, US commercial momentum, and a 150% NDR still point to a business that is not acting like a normal software company.

That’s why I’m not selling my shares anytime soon.

Article tomorrow!

[Asymmetric Radar @asymmetricradar]

I didn’t sell $HOOD because the story broke.

Robinhood Is Becoming a Better Business 💰. That's Why I Sold.

I sold because the story became harder to measure

That’s a very different thing.

🔗Link in the first comment!

[Asymmetric Radar @asymmetricradar]

The Momentum Series is live 🚨

Momentum ETF / Momentum Stock

A rules-based model built to follow current market leadership, not stories.

June 2026 is the first edition.

🔗Link below!

[Asymmetric Radar @asymmetricradar]

💊The first Seasonal Series is out.

Seasonal ETF - Seasonal Stock x rebalio Labs

Rules, timing windows, risk controls, and public tracking

🔗Link below:

[Asymmetric Radar @asymmetricradar]

What´s YOUR pick? Join us @ rebalio Labs on monday June 1st.

[Asymmetric Radar @asymmetricradar]

HOUSE OF: ServiceNow $NOW is live now.

A high-quality compounder.
A tougher SaaS market.
A massive AI question.

And one uncomfortable debate:

How much should investors pay for durability when growth starts to normalize?

Full piece in the link below:

[Pablo @trikinikiii]

@asymmetricradar

[Asymmetric Radar @asymmetricradar]

Something built different is coming

@asymmetricradar x @atbresearch

[Asymmetric Radar @asymmetricradar]

rebalio Labs is quietly building some very interesting research tools.

Still early.
Still private.
But slowly becoming real.

[ATB Research | Systematic Trading & Risk @atbresearch]

Do you use COT data in your trading? Here's one of my workflows to find opportunities.

[ATB Research | Systematic Trading & Risk @atbresearch]

The seasonal scan doing its thing https://t.co/jJb66xECuc

[ATB Research | Systematic Trading & Risk @atbresearch]

Missed some really good trades from the Seasonal Scan from may because I didn’t have the account but it’s looking good so far https://t.co/GnfxffrpZM