Somos Freenance, transformamos el proceso de inversión de largo plazo en un viaje entretenido y en comunidad. Matrícula CNV 1621.
Joined March 2023
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120 años de historia del mercado de valores en un gráfico: 15 cosas que aprendí mirando 120 años de historia del mercado de valores.
Lección 1: Invertí a largo plazo. A corto plazo, los rendimientos de las acciones pueden ser muy volátiles, pero son sólidos a largo plazo.
Freenance_AR retweeted
Total normalidad en Brasil, donde un juez sospechado de corrupción, censor público y autovictimizado para condenar a Bolsonaro padre exige, por motivos secretos, que Bolsonaro hijo entregue su pasaporte y entonces este deba huir. Salvada la democracia brasileña. Un éxito.
La bolsa brasileña cerró el viernes en una capitalización de cerca de un trillion dollars (US$ 1.000.000.000.000)
Hoy Brasil está borrando ~250.000 millones de dólares de riqueza de un plumazo.
Increíble.
Freenance_AR retweeted
Let’s make sure the entire world understands. In Brazil, judicial rulings in connection with federal elections are made by the court that has been in place for that very purpose, the Supreme Electoral Tribunal (TSE).
@LulaOficial requested to the TSE that the polls be extended by two more hours in the entire country, citing “transportation problems.” Who controls the transport system? Lula’s government surely more so than a senator running for president.
Instead of waiting for a TSE ruling. @LulaOficial immediately asked Brazilian Supreme Court (STF) justice @Cristianozaninm to order the polls remain open WITHOUT any TSE ruling. Within minutes (did Zanin even read the filing?), the polls were ordered to remain open by Zanin.
The STF has 11 justices. What did Zanin do before becoming an STF justice? Oh yes, he was Lula’s criminal defense lawyer in his corruption cases.
If this blatant rigging of the elections will be used to announce that Lula won, is Lula seriously expecting anyone in the international community to recognize that as a free and fair election? He knows nobody will.
Has the desperation reached a point that today is the day the mask fully comes off and Lula becomes the next Nicolas Maduro? For the sake of Brazil, I pray that is not the case.
Zanin, do STF, determina extensão da votação em todo o país até as 19h após problemas no transporte oglobo.globo.com/politica/no…
Freenance_AR retweeted
como van a extender el horario de una votación presidencial después del cierre de urnas jajajajaja después los que defienden este mamarracho en Brasil escriben ríos de tinta preocupados por la democracia y la caída en gracia de las instituciones
Lejos de “depreciation into oblivion” el lifespan de los semis es mayor al esperado y encima con los bottlenecks físicos Y FINANCIEROS en este contexto de polmon contractiva, darán mayor pricing capability a los hyperscalers (y toda la value chain para arriba y para abajo). Igual recordar siempre que la value chain de AI se valida desde abajo para arriba a la larga (app layer).
Good data showing that NVIDIA AI infrastructure is a durable, investable asset that retains value.
New applications and workloads keep landing on our fungible platform, increasing demand because of its productivity.
Chart by @a16z
Freenance_AR retweeted
Peter Lynch: "You make more money on the upside. The market is going to be a lot higher ten years from now, twenty years from now, thirty years from now."
"Over the long term, the upside is more than the downside."
"If you can keep putting money in ... you should do well."
Freenance_AR retweeted
Nvidia: We're guiding to 70% revenue growth next year. There's incredible AI demand for 100% growth, but we can't supply it.
Google: Everyone wishes they had DOUBLE the compute capacity right now. There's so much AI demand.
Bloomberg/FT: There's a $500 million market-cap Korean neocloud no one has ever heard of and it traded poorly on its IPO first day. AI IS DEAD. EVERYONE FREAK OUT AND PANIC!
Pero leí en tw que era todo una burbuja así que seguro se cae 😂
How could you POSSIBLY be bearish on compute right now when GPU rental prices are doing THIS?
According to data from FastGPU, GPU rental prices increased as many as 81 times across providers over the past 60 days, with some of the most important chips used for AI training and inference seeing MASSIVE price increases. NVIDIA B300 rental prices increased 52.8%, going from $8.50 to $12.99 per GPU hour. H200 prices jumped 33.3%, B200 prices increased 27.8% and H100 prices rose 30% and the RTX PRO 6000? Rental prices surged an absolutely INSANE 307%.
We're watching AI infrastructure companies get absolutely DESTROYED in the stock market, with investors freaking out about debt, financing costs, oversupply, and whether these companies will ever generate attractive returns on their investments. Meanwhile, the actual cost of renting the underlying compute is going UP.
If we were genuinely heading toward a massive compute oversupply, you would expect rental prices to start collapsing as providers competed to fill their available capacity. Instead, we're seeing pricing strength across some of the most important GPUs powering the AI industry. And remember, we're still in the EARLY stages of AI adoption. Frontier labs are scaling their training clusters, inference demand is exploding as more people and businesses adopt AI, and the amount of compute required to serve increasingly sophisticated models continues to grow.
This is EXACTLY why I've been so bullish on companies like $NBIS , $MU , $CRDO , $IREN etc. I genuinely believe compute will remain one of the most valuable resources in the AI economy for years to come. And while Wall Street continues panicking over the short term volatility, I'm BUYING THE DIP.
If you want to know exactly what I’m buying on this dip and how I’m positioning across the compute buildout, check out portfolio below.
link.milkroad.com/tx5qip
Freenance_AR retweeted
1. Never stop exercising or learning.
2.Accept compromise to begin relationships.
3. Manifest the power of compounding.
4. Never gamble.
5. Have kids and be a good parent
6. If it flies or floats, rent it.
7. Buy half the house you can afford.
8. Art in the eye of the beholder is cheap.
9. Be thankful for and to all.
10. Be charitable.
Y algunos siguen creyendo que el futuro de hiper aceleración es una burbuja. Wake up, the future is NOW
