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Wake up, honey!
The new Overview Of The Week is out! 🥳🥳
This week:
Over the last three weeks, the semiconductor ETF $SOXX is down 19%. What's going on?
Facts that go against the AI bubble story. Will it matter?
The anti-AI bubble I called in the first half of the year has worked.
And much, much, much more!
See: potentialmultibaggers.com/p/…
💯
Días como hoy recuerdan la mayor ventaja de invertir en secular trends: la resiliencia a los shocks electorales y macroeconómicos.
Los datos hablan solos:
$NU: nació en 2013, previo a la peor recesión de la historia reciente de Brasil (2014–2016). Atravesó el impeachment de Dilma y la pandemia para llegar a 139 millones de clientes y $1B de Net Income en el último trimestre.
$MELI: nació en 1999 y sobrevivió a la burbuja .com (que barrió a +80 competidores), a la crisis de 2001, a devaluaciones regionales y al peronismo/kirchnerismo. Hoy Mercado Pago suma casi 78M de usuarios activos mensuales y una cartera de crédito que escala al +90% YoY.
En una región donde el e-commerce todavía crece a ritmos de 15% a 20% anual, lo que va a definir el valor de estas empresas hacia 2027 no es el resultado de un fin de semana, sino sostener esa adopción y mantener la mora bajo control.
Eso no lo cambió el resultado de ayer.
To me, this is the Brazilian version of the tariffs.
All pessimistic takes sound smart, but they were eventually wrong and after an initial shock, the market shrugged them off quite fast.
Semis are down 19% in the last 3 weeks.
$SOXX
What do you think will happen from here? 👇
Axon $AXON launched Body 5.
25x the AI processing power of its earlier body cameras.
20% more battery life.
The Pro version scans a driver's license on the spot and carries real-time translations through four extra speakers.
A body camera used to record what happened.
Now it helps officers in real time.
But but but... it's all a bubble, right??
$AMZN CEO Andy Jassy says "a good chunk of '28 is sold out" while AWS is already having to split scarce memory between AI accelerators and its core cloud business.
That's now the world's largest cloud provider confirming what $SPCX and $NBIS have been saying all month with SpaceX unable to find spare compute and Nebius saying it could sell out 2027 capacity at today's prices.
It's getting harder to see where the AI compute glut bears expected in 2028 is supposed to come from.
From Growth To Value retweeted
The new Potential Multibaggers article is out.
It's about $GLBE.
In my last update, I gave Global-e a STRONG BUY with a 9.5/10 Valuation Score. The stock is up 35% since then.🥳
There's something you should know about Q3, though.
Is the stock still a BUY?
Find out👇
The new Potential Multibaggers article is out.
It's about $GLBE.
In my last update, I gave Global-e a STRONG BUY with a 9.5/10 Valuation Score. The stock is up 35% since then.🥳
There's something you should know about Q3, though.
Is the stock still a BUY?
Find out👇
You can read the article with everything you need to know here:
potentialmultibaggers.com/p/…
(with free part).
Gold bugs, just checking, you OK?
@jvluijmans 😉
Some context.
xitter.cf/randgroup/status/21135…
⚠️ RESEARCH: Fusion reactors are going to crash the price of gold.
That’s the headline. Here are the numbers:
Marathon Fusion’s idea is real physics. Fire fusion neutrons at mercury and some of it turns into gold. Published, peer reviewed, nobody disputes it.
Then the math shows up...
A one gigawatt plant, on the optimistic models, makes 2 to 5 tonnes of gold a year. Global mines pull out 3,500 to 4,000 tonnes. One plant moves annual supply by about a tenth of a percent.
The feedstock is enriched mercury. About $15,000 per milligram. Gold trades near $135 per gram. You are loading the reactor with something 100,000x more expensive than what comes out of it.
And what comes out is radioactive. The bars sit in storage for 14 to 18 years before anyone can legally sell them. A plant switched on today delivers its first sellable ounce in the 2040s.
$MELI Founder & Executive Chairman Marcos Galperin said in an interview that Mercado Pago users in Argentina will be able to buy and sell individual stocks "in a few months."
Now, they can only buy funds and the Argentine Merval index.
$NU now serves more than 16 million people in Mexico. 🇲🇽
Most important:
87% say Nu had a positive impact on their lives.
55% got their first credit card through Nu, half had been rejected by another institution before joining, and 70% use less cash.
This is what $NET is working on.
PREDICTION: Cloudflare CEO Matthew Prince (@eastdakota) says AI agents will change the business model of the Internet over the next decade:
"In five years, agent traffic is going to be 1000x human traffic."
"The Internet almost collapsed during COVID when traffic doubled."
"There's a lot more servers, routers, and bandwidth that has to get provisioned in order for that to work. The question is, who will pay for it?"
"My hunch is that something's got to change in terms of how the Internet works. Like some version of micropayments that every time you access a resource, your agent pays a ten-thousandth of a penny to be able to see the menu."
"Then there's probably some sort of trade where if you are willing to tell the restaurant what you're looking for, that price goes down, maybe it's free. In some cases, the site might actually pay you to come visit it."
"This will lead to the next version of advertising, which is how do you advertise to agents?"