Every day I watch the same scene: investors spinning the wheel, trying to guess which AI application will dominate the next decade. Chatbot, search engine, assistant — the name changes, but it's the same bet, made with real money and no edge.
I stopped playing that game a while ago.
Because there's... Show More
Todos los días veo la misma escena: miles de inversores girando la ruleta, tratando de adivinar qué aplicación de IA va a dominar esta década. Chatbot, buscador, asistente… el nombre cambia, pero el juego es el mismo: apostar con su liquidez y esperar suerte.
Yo dejé esa mesa hace tiempo.
Porque hay... Show More Translate
🚨 Nvidia just did something that most investors are completely misreading.
In just one year, Nvidia’s strategic equity investments exploded from $7 billion to $99 billion.
And naturally, the market is getting nervous.
Retail investors are seeing headlines about AI bubbles, startup investments and... Show More
🚨 NVIDIA acaba de hacer algo que debería llamar la atención de cualquier inversor.
En solo un año, sus inversiones estratégicas pasaron de aproximadamente $7.000 millones a $99.000 millones.
Y aquí es donde empieza lo interesante.
El mercado está mirando ese número y algunos inversores ya están pensando:
"Nvidia... Show More Translate
The market told investors that Snowflake was too risky.
I decided to listen to something else.
The numbers.
Not long ago, algorithms flagged my accumulated Snowflake position as a high-risk operation.
And that was enough to trigger something I see constantly in the market:
Fear.
Retail investors... Show More
El mercado dijo: “Snowflake es demasiado arriesgada”.
Yo decidí hacer exactamente lo contrario.
Durante semanas, los algoritmos calificaron mi posición acumulada en Snowflake como una operación de alto riesgo.
Muchos inversores minoristas hicieron lo que suele hacer el mercado cuando aparece el miedo:
Vendieron.
La... Show More Translate
The emerging markets index just had its biggest drop since August.
Why?
Fear of another Fed rate hike.
And once again, the market did what it always does when fear takes over:
It sold first and asked questions later.
This is where many investors make the same mistake.
They confuse macroeconomic... Show More
El mercado entra en pánico por la Fed.
Los titulares hablan de tasas más altas, inflación y riesgo en mercados emergentes.
¿La reacción?
Vender.
Y aquí es donde muchos inversores cometen el mismo error de siempre:
confunden el ruido de la macroeconomía con un deterioro real del negocio.
Nubank... Show More Translate
THE HARDEST PART OF INVESTING IS NOT BUYING.
IT’S HOLDING WHEN EVERYONE ELSE IS TELLING YOU TO SELL.
Back in February and March, my portfolio dropped more than 11%.
I didn’t panic.
I didn’t change my strategy.
I actually told my followers that I believed the sell-off was creating an opportunity... Show More
SE LOS DIJE.
En febrero y marzo mi cartera cayó más de un 11%.
¿Y qué hice?
No vendí.
De hecho, publiqué varias veces que, para mí, aquella caída representaba una oportunidad para aumentar la inversión en mi portafolio.
Pero ocurrió algo muy interesante.
Cuando mi cartera estaba cayendo, algunos... Show More Translate
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