TickerTango @TickerTango
The Wealth Equation: (Good Investments - Lifestyle - Debt) x Compounding tickertango.substack.com Joined April 2017-
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Currently in China and wasn't planning to focus much on stocks, but I just doubled my $DLO position at $12.95 😬
A common bear thesis on $NVDA is that LLMs aren't generating revenue. Yet on the Q2 earnings call, Jensen shared that revenues surged 10x this year, a clear sign of accelerating adoption. Altimeter's late '24 analysis also showed OpenAI growing faster than $GOOG and $META in…
One of the reasons a large portion of my portfolio is in $MELI, $SE, $NU, $GRAB and $DLO is simple: Emerging Markets are riding massive tailwinds. The demographic wave @realroseceline highlighted, combined with the rapid rise in digital payments, e-commerce and a growing middle…
One of the reasons a large portion of my portfolio is in $MELI, $SE, $NU, $GRAB and $DLO is simple: Emerging Markets are riding massive tailwinds. The demographic wave @realroseceline highlighted, combined with the rapid rise in digital payments, e-commerce and a growing middle… https://t.co/riXvMGE2rR
Marko: Data centers are doomed. Me: Keep pouring concrete baby. Stranded assets don't usually come with hyperscaler waitlists and 3-year lease pre-commitments 😂
"Past results are not indicative of future returns"
"Past results are not indicative of future returns"
Mo Gawdat warns that most people underestimate how fast AI is advancing. He explains AI improves much faster than past technologies—doubling in capability every 5.7 months. Compared to Moore’s Law (24 months), AI is evolving at lightning speed. Gawdat says AI is already beyond…
No way the absolute 🐐 just initiated positions in three of my holdings: $SE, $NU, and… $U?! For those who don't know, Stanley Druckenmiller is a legendary investor who has delivered a 30% CAGR over the last 30 years, without a single down year. whalewisdom.com/filer/duquesne…
Seeing rumors that $NU is buying Brubank to enter Argentina. Nothing confirmed yet but the team explicitly talked about accelerating international expansion last night. Argentina as country #4 makes all the sense in the world. Better macro… easier regulatory environment.
OpenAI's Sam Altman says "wants to raise trillions of dollars to build data centers" - The Verge We're not bullish enough on $ASML. I repeat: We are NOT bullish enough on $ASML.
PJM's indp. market monitor warns PJM conditions are tight with the data center boom. Current supply can't meet demand, requiring TX upgrades and causing higher capacity prices. Data centers must "bring their own generation" and should get faster interconnection if they do.
Portfolio is on fire with $SE, $DLO, and $NU all reporting strong numbers. $NU was undervalued before and still looks like a bargain, currently trading at a 0.85 PEG. If you want to learn more about the company, check out my thesis below. tickertango.substack.com/p/nubank-banki…
$XYZ's @protomining Bitcoin mining rigs show serious potential. Today's mining rigs aren't built to last, often use low-quality components and constantly need upgrades. Upgrading usually means starting from scratch, shipping out the whole unit or replacing it entirely, which…
I don’t think I’m bullish enough on $PPIH. “I am in the process of signing up Distributors to serve the Western US as well as demonstrations for your Liquid Cooling and Data Center teams.” Thanks for the info @TickerTango!
Took a 2% position in $PPIH last week. $PPIH is riding the datacenter wave hard with its specialized pre-insulated piping for cooling and humidity control. AI, cloud, and HPC demand are all pushing infrastructure needs through the roof. Some news regarding $NVDA today, but look…
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