Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel @BryamDecava

Performance
All

36.57%2026
2026
68.37%2025
2025
112.59%2024
2024
125.51%2023
2023
-65.26%2022
2022
125.5%0%-125.5%
Discussions
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
20d
⚡ GE Vernova ( $GEV (GE Vernova LLC) ) Looking Beyond the Headline Miss GE Vernova reported earnings earlier today, and after spending some time reviewing both the financial results and the conference call, I wanted to share a few thoughts. Although the stock traded roughly 5% lower following the report,... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
21d
TSMC ( $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) ) Q2 2026 Earnings: A Strong Read-Through for the AI Investment Cycle 🚀 I know I'm a bit late with this post, but I wanted to take the time to review the earnings call, management commentary, and industry implications before sharing... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
23d
📉 Volatility Creates Opportunity, Not Necessarily the End of the Cycle Over the past few weeks, markets have become increasingly nervous. Semiconductor stocks have been among the hardest hit, with investors beginning to price in what many are calling the end of the AI memory supercycle. While price... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
27d
📉 Inflation Is Cooling... But the Fed's Job Isn't Done Yet 📊 The last two inflation reports have delivered something investors have been waiting for: clear evidence that price pressures are moderating. Yesterday's CPI report was softer than expected, and today's PPI release reinforced... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
29d
Edited
📉 SK Hynix's Sharp Drop: Panic or a Healthy Reset for the AI Memory Trade? Today's selloff across the AI memory sector has been painful for investors. SK Hynix plunged roughly 15% in Seoul — its largest single-day decline on record — dragging the entire memory ecosystem lower. As a result,... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
1mo
⚡ Bloom Energy: Separating Noise From Thesis Last week, Bloom Energy ( $BE (Bloom Energy Corp) ) experienced a sharp selloff after Hunterbrook published a short report alleging that the company remains dependent on Chinese scandium despite previous statements suggesting otherwise. The report quickly... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
1mo
📈 June Recap: Staying Focused While Markets Tested Conviction June was a reminder that investing is rarely a straight line. Despite one of the most volatile months we've seen this year, the portfolio finished +1.35%, while the S&P 500 declined -1.55% and the Nasdaq fell -0.85%. Outperforming... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
1mo
Edited
📊 Looking Beyond Today's Semiconductor Pullback: Where I Actually See Risk Today's weakness across semiconductor stocks — with names like Micron ( $MU (Micron Technology, Inc.) ) and SanDisk ( $SNDK (Sandisk Corp/DE) ) falling around 6% — doesn't really change my long-term thesis. Don't... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
2mo
📉 Why Is the AI Sector Selling Off Today? Today's weakness across the Nasdaq and S&P 500 isn't being driven by deteriorating economic data or disappointing corporate earnings. Instead, the market is reacting to a shift in expectations surrounding one of the most anticipated companies in... Show More
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
2mo
🚀 Micron (MU): The Quarter That Reinforces the AI Memory Thesis Micron Technology ( $MU (Micron Technology, Inc.) ), currently my largest portfolio position at approximately 11%, reported fiscal Q3 2026 results yesterday after market close, and the market's reaction was immediate. Shares surged... Show More

About Bryam Del Carpio Valcárcel
Peru
Strategy: Multi-Strategy

A diversified portfolio with a focus on macro positioning, quality investments and growth.
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