Pau Artal Quitllet - eToro Popular Investor

Spain

12d

Michael Burry’s latest 13F reveals a massive bearish bet against AI leaders. • 66% of Scion Asset Management’s portfolio is in $PLTR (Palantir Technologies Inc.) puts • 13.5% in $NVDA (NVIDIA Corporation) puts That’s ~80% of his entire book positioned against two of AI’s biggest names. 👀

Spain

15d

$AMZN (Amazon.com Inc) vs $MELI (MercadoLibre Inc)

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$GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) Revenue +16% *Google Search & Other +15% *YouTube Ads +15% *Google Network -3% *Google Cloud +34% EBIT +9.5% *marg 31% (32) EPS +35%

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$MELI (MercadoLibre Inc)

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Edited

$MSFT (Microsoft) Revenue +18% *Prod. & Business +17% *Intelligent Cloud +28% *Pers. Computing +4% *Azure +40% *LinkedIn +10% *Xbox C&S +1% EBIT +24% *marg. 49% (47) EPS +13%

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$FISV (Fiserv Inc) plunges after slashing full-year outlook Fiserv shares are crashing after the fintech giant cut its full-year EPS forecast from $10.15-$10.30 to $8.50-$8.60 — a move analysts called “a full reset” that shattered market confidence. The downgrade hit especially hard in its financial-solutions... Show More

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$BTC and $GOLD flows have often been inversely correlated $BCH $IBIT (iShares Bitcoin Trust) $GLD (SPDR Gold) $PPFB.DE (iShares Physical Gold ETC)

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$NVDA (NVIDIA Corporation) and $UBER (Uber Technologies Inc.) are joining forces to bring large-scale autonomous driving closer to reality. Starting in 2027, Uber plans to begin deploying up to 100,000 autonomous vehicles powered by NVIDIA’s DRIVE Hyperion 10 platform, featuring dual Blackwell Thor... Show More

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Edited

$NVDA (NVIDIA Corporation) is taking a strategic bet on the future of AI-driven connectivity. The company is investing $1 billion in Nokia $NOK (Nokia Oyj-ADR) acquiring a 2.9% stake at $6.01 per share through a directed share issuance. Beyond the equity move, this is a strategic partnership at its... Show More

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