Guillermo Escudero
Guillermo Escudero @willyescudero

Performance
All

-14.64%2026
2026
97.67%2025
2025
97.7%0%-97.7%
Discussions
Guillermo Escudero
Argentina
3d
AI in 2026: Bubble in Formation or Healthy Correction? 1. The Current Context: Record AI Investment Major tech companies — $MSFT (Microsoft) (Microsoft), $GOOGL (Alphabet Inc Class A) (Alphabet), $AMZN (Amazon.com Inc) (Amazon), $META (Meta Platforms Inc) (Meta Platforms), and $NVDA (NVIDIA Corporation)... Show More
Guillermo Escudero
Argentina
5d
Edited
Today’s session delivered a mixed performance on Wall Street, with clear signs of sector rotation and macro sensitivity. The $DJI posted its third consecutive session near record highs, showing strength in more defensive and industrial names. Meanwhile, the $SPX and $NSDQ closed slightly lower, pressured... Show More
Guillermo Escudero
Argentina
5d
How I manage risk when the market panics When the market panics, most investors react emotionally. I do the opposite. I don’t increase exposure on impulse, and I don’t close positions out of fear. I revisit the thesis, the catalysts, and the time horizon. If fundamentals haven’t changed, price alone... Show More
Guillermo Escudero
Argentina
5d
@Dimikop Hi! Welcome and thanks for copying my portfolio. I focus on long-term investing, disciplined risk management and patience through volatility. Feel free to reach out anytime if you have questions. Best of luck to us both.
Guillermo Escudero
Argentina
6d
Market Update – February 9, 2026 Global markets closed the session on a positive note, led by a solid rebound in the technology sector after several sessions of pressure on AI-related stocks. The Dow Jones held near record levels, while the Nasdaq and S&P 500 posted moderate gains driven by large-cap... Show More
Guillermo Escudero
Argentina
8d
$IONQ (IONQ Inc) — When Price and Expectations Move in Opposite Directions $IONQ (IonQ) currently represents one of the most interesting dislocations in the market. On one side: Share price near recent lows Clearly risk-off sentiment toward long-duration growth stocks On the other: Average analyst... Show More
Guillermo Escudero
Argentina
8d
$ARM (ARM Holdings PLC) (Arm Holdings) delivered solid operational results, reporting approximately 26% year-over-year revenue growth, driven mainly by higher royalties and licensing income. Adoption of ARM architecture continues to expand beyond smartphones, gaining traction in artificial intelligence,... Show More
Guillermo Escudero
Argentina
9d
$NVDA (NVIDIA Corporation) (NVIDIA) was once again in the spotlight today, not due to earnings or company-specific announcements, but because of external factors directly impacting the advanced semiconductor sector: regulation, geopolitics, and export restrictions to China. Markets reacted to renewed... Show More
Guillermo Escudero
Argentina
9d
$PHAT (Phathom Pharmaceuticals Inc) (Phathom Pharmaceuticals) announced that its management team will present at the Guggenheim Emerging Outlook Biotech Summit 2026, taking place in New York on February 11–12. While this is not a price-moving event by itself, it is a relevant strategic signal regarding... Show More
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PHAT
Phathom Pharmaceuticals Inc
11.98
0 (0.00%)
Guillermo Escudero
Argentina
9d
Edited
$CAPR (Capricor Therapeutics Inc) (Capricor Therapeutics) recently filed a new shelf registration of approximately USD 64.9 million, which authorizes the company to issue up to ~2.87 million additional shares in the future. It is important to clarify that this does not represent an immediate sale of... Show More
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CAPR
Capricor Therapeutics Inc
22.41
-1.22 (-5.15%)

About Guillermo Escudero
Argentina
Strategy: Multi-Strategy

Long-term investing, diversified portfolio, risk management first. Patience over hype.
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