$NVDA Q3 2025 "The age of AI is in full steam, propelling a global shift to NVIDIA computing" - Jensen Huang Revenue +94% *Data Center +112% *Gaming +15% *Professional Vis. +17% *Automotive +72% EBIT +110% *marg. 62% (57) EPS +111%
Así se roban nuestros impuestos y votan sin estar presentes en el Congreso. ¡Cinismo, nivel Dios!
Hoy @Hacienda_Mexico presentó el #PaqueteEconomico2025 Después de analizar las cifras, los mensajes, los supuestos y las decisiones claves, vamos con el análisis del paquete más importante en años por la complejidad del entorno que enfrenta 👇🏼
7 Investing Lessons by Hedge Fund Billionaire Stanley Druckenmiller:
Look at these shoes. No one wanted to touch them because of how "uncool" they were. Until they implemented THESE genius marketing tactics... Now, they sell more pairs than Converse and Puma COMBINED. How the "ugliest shoes ever" made fashion's biggest comeback:
New episode on the Founder of IKEA —Ingvar Kamprad is now available. Ingvar founded IKEA when he was 17 and worked on it until he died at 91. He built one of the world’s most valuable private businesses and never even took out a single loan. Unparalleled life story. Go listen!
$DIS Is the House of the Mouse-of-Woke back? 🐭 YES! Rev +6%, EBIT +23%, Adj EPS +39%. $8.9bn ‘24 free cash flow👌Ok, nice! Operational improvement (= cutting dead weight) slowly but surely. And people still wanting slop content, fr fr! 😊 Stock ‘only’ at ~19x ‘25 Adj P/E. 👍
This is the greatest investor ever. Stanley Druckenmiller has never had a down year. His fund returned 30% annually for 30 years. Here is his updated philosophy:
I need your help I'm making a list of the maxims that are repeated on the podcast Here's what I have so far Which ones am I missing? 1. Excellence is the capacity to take pain. 2. Actions express priority. 3. Bad boys move in silence. 4. Belief comes before ability.…
"Seize any opportunity, or anything that looks like opportunity. They are rare, much rarer than you think." — Nassim Taleb
El Ejército oculta por cinco años el contrato que entregó a una empresa vinculada a "El Clan", la red de los hijos de AMLO. #Latinus #InformaciónParaTi latinus.us/mexico/2024/11…
Stan Druckenmiller: ▫️ No material signs of US recession ▫️ Inflation may not have peaked: deregulation, tariffs ▫️ Never invest in the present: look out 18-24 months ▫️ Bullish Nvidia after grads went from crypto to AI ▫️ Wake up 5:30, drink coffee, read WSJ / FT / NYT
🐐Stanley Druckenmiller: Uno de los mejores inversores del Mundo acaba de dar una ENTREVISTA dónde habla del: Mercado, Deuda, Inflación, FED, consejos de inversión y mucho más! RESUMEN COMPLETO en este HILO por puntos ⬇️
Es increíble, a Lenia Batres le tienen que hablar como a un niño chiquito o como a un Labrador, 4 ministros la lentejean y ella sigue necia en un punto inexistente. ¡Magínense' la SCJN formada por 9 igual que ella en unos meses! 🤦🏻♂️ #RDF🐅
Entrevistan en @meganoticiascl a un hombre fans de Trump de Nueva York y alega que Biden dejó entrar mucho extranjero. -Fans de Trump: “Ellos están permitiendo dejar entrar cualquier tipo de persona, de cualquier parte del mundo” -Periodista: ¿Tu eres de que ascendencia?…
📊 Resultados 3T24: Sorpresa positiva en rentabilidad operativa, pero los catalizadores siguen ausentes. Las 10 emisoras con mayor crecimiento en EBITDA: $CUERVO, $FIBRAPL, $ALPEK, $VOLAR, $GMEXIC, $LAB, $GENTERA, $VESTA, $FEMSA y $KOF. #TRMX ➡️ banorte-v2.cd.invdcloud-is.us/~/media/Files/…
82 million early votes! That means we might break the 159 million vote record of 2020. 162 million would tie the record turnout rate of 66.7% in 2020. We're on track for 164 million votes!
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