Iago Gallego Mato
Iago Gallego Mato @iago_gallegom

Performance
All

-9.86%2026
2026
25.87%2025
2025
36.66%2024
2024
72.65%2023
2023
-37.92%2022
2022
-0.73%2021
2021
31.20%2020
2020
72.7%0%-72.7%
Discussions
Iago Gallego Mato
Iago Gallego Mato
Spain
7d
"Trust me bro... software is so dead bro... AI will make it disappear bro... who uses software today?" Remember when they said the same exact things about Google? How did that turn out? $IGV (Ishares Expanded Tech-Softwa)
Not investment advice. The author may have financial interests in the mentioned instruments.
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IGV
Ishares Expanded Tech-Softwa
100.06
-0.1400 (-0.14%)
Iago Gallego Mato
Iago Gallego Mato
Spain
10d
𝗧𝗵𝗲 𝗔𝗜 𝘀𝘂𝗯𝘀𝗶𝗱𝘆 𝗶𝘀 𝗱𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿𝗶𝗻𝗴 ​In recent weeks, several news stories have emerged suggesting that AI is no longer as profitable for client companies as it once was: Anthropic raising prices and limiting tokens on their paid tools, $MSFT (Microsoft) canceling their Claude Code... Show More
Iago Gallego Mato
Iago Gallego Mato
Spain
10d
𝗘𝗹 𝘀𝘂𝗯𝘀𝗶𝗱𝗶𝗼 𝗱𝗲 𝗹𝗮 𝗜𝗔 𝗲𝘀𝘁á 𝗱𝗲𝘀𝗮𝗽𝗮𝗿𝗲𝗰𝗶𝗲𝗻𝗱𝗼 En las últimas semanas han salido varias noticias que sugieren que la IA ya no es tan rentable para las empresas clientes como era antes: Anthropic subiendo precios y limitando tokens en sus herramientas de pago, $MSFT (Microsoft)... Show More Translate
Iago Gallego Mato
Iago Gallego Mato
Spain
28d
Edited
- Be $MELI (MercadoLibre Inc) - Your growth rate goes from 90% per year to ~30% - Stock tanks 20% as investors speculate you're losing market share - Respond decisevely by sacrificing margins to increase revenue, grow market share and build a stronger moat - This sacrifice works great and you go... Show More
Iago Gallego Mato
Iago Gallego Mato
Spain
29d
𝗪𝗶𝗹𝗹 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗱𝗶𝗲? 𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴 𝘀𝗮𝘆𝘀 𝗻𝗼 ​Yesterday, $NVDA (NVIDIA Corporation) CEO Jen-Hsun Huang was interviewed, where he shared his perspective on the present and future of AI, while defending the future of software companies. Let's look at his... Show More
Iago Gallego Mato
Iago Gallego Mato
Spain
29d
¿𝗠𝗼𝗿𝗶𝗿á𝗻 𝗹𝗮𝘀 𝗲𝗺𝗽𝗿𝗲𝘀𝗮𝘀 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲? 𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴 𝗱𝗶𝗰𝗲 𝗾𝘂𝗲 𝗻𝗼 Ayer le hicieron una entrevista al CEO de $NVDA (NVIDIA Corporation), Jen-Hsun Huang, en la que dió su punto de vista sobre el presente y futuro de la IA, a la vez que defendió el futuro de las empresas... Show More Translate
Iago Gallego Mato
Iago Gallego Mato
Spain
1mo
𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗮𝘁 𝗮 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 ​With the market at all-time highs, one might think that nothing could be cheap in this market, but nothing could be further from the truth. Here I show you 5 undervalued companies, their valuation, the investors' bear case, and the positive... Show More
Iago Gallego Mato
Iago Gallego Mato
Spain
1mo
Edited
𝗘𝗺𝗽𝗿𝗲𝘀𝗮𝘀 𝗲𝗻 𝗱𝗲𝘀𝗰𝘂𝗲𝗻𝘁𝗼 Con el mercado a máximos históricos uno podría pensar que no hay nada que pueda estar barato en este mercado, pero nada más lejos de la realidad. Aquí te muestro 5 empresas infravaloradas, su valución, los tesis negativa de los inversores y la contratesis positiva. 1️⃣... Show More Translate
Iago Gallego Mato
Iago Gallego Mato
Spain
1mo
𝗧𝗵𝗲 𝗔𝗜 𝘄𝗶𝗻𝗻𝗲𝗿𝘀 𝗮𝗿𝗲 𝗵𝗲𝗿𝗲 ​Over the last few years, the market has been wondering which company would come out strongest thanks to the new AI technology. For a long time, there seemed to be a clear answer, $NVDA (NVIDIA Corporation), but following the recent diversification of big cloud... Show More
Iago Gallego Mato
Iago Gallego Mato
Spain
1mo
𝗟𝗼𝘀 𝗴𝗮𝗻𝗮𝗱𝗼𝗿𝗲𝘀 𝗱𝗲 𝗹𝗮 𝗜𝗔 𝗲𝘀𝘁á𝗻 𝗮𝗾𝘂í Durante los últimos años el mercado se ha estado preguntando qué empresa saldría más reforzada por la nueva tecnología de la IA. Por mucho tiempo parecía que había una respuesta clara, $NVDA (NVIDIA Corporation), pero tras la reciente diversificación... Show More Translate

About Iago Gallego Mato
Spain
Strategy: Market Neutral

👨‍💻 Computer Engineer ✅️ Hold uber-high quality companies 📈 high, predictable returns
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