🚨 Semana CLAVE para el mercado | Nvidia, Fed y oportunidades EN VIVO

本站添加: 2026-05-21

[00:00:05]We're live. Let's see if this gets going.

[00:00:14]Hmm, I can't see. We are live.

[00:00:26]How are you all doing? Let's see if they start joining in.

[00:00:32]How's the chat, dude? I can't see the chat. Where is the chat? Is there a chat? There is no chat. I don't understand.

[00:00:46]Give me a second, I'm kind of lost with this.

[00:00:52]Mm.

[00:00:55]Those who are there can write. Let me send something to see if it shows up because I ca n't see it.

[00:01:11]Hey, give me a second, I don't know how to activate this.

[00:01:17]Oh, I don't know, I don't know if you see it or not.

[00:01:19]Am I the only one who doesn't see it?

[00:01:23]Okay, I'm going to WhatsApp. Those of you in the group, tell me if you can see the chat.

[00:01:36]I'm asking in the group to see if anyone answers me. If not, I need to figure out how to connect it. There is no chat.

[00:01:51]Why isn't there a chat, dude? Does anyone know how to connect it? Let's see, Pili, she sent a little message in the chat, I don't know, they tell me they see it. I don't see it.

[00:02:13]I'm on gas. I look like the mythical one. He sees me, he hears me perfectly, but there's no chat.

[00:02:20]How do I do this, dude? Let's see if I can do it on YouTube.

[00:03:01]Sorry, give me a second, let me see if I can find the " Eh" here, give me a second because the idea is that you can write it yourselves. I do n't know how to put it.

[00:04:10][snort] If I don't close it and open it again. He supports me. Let's see if someone can save me. The problem is that some people aren't in the discussion group, so the idea is for everyone to be in the chat. I do n't understand why it came out. There it is.

[00:04:56]Why does the chat tell me it's disabled?

[00:05:18]Okay, give me a second if I can fix it quickly. Otherwise, the legendary one is on gas, he leaves everything set up.

[00:05:35]Yes, I'll learn.

[00:05:37]This is the first time this has happened to me with the chat.

[00:05:53]That's where I'm relying on Cloud. Give me a second.

[00:05:59]Cloud is setting it up there. Let's see if he can fix it in the meantime. Let's see if Cloud is solving this.

[00:06:32]No.

[00:07:14]Okay, it should be there.

[00:07:17]Tell me what's up. There you have it. Let's see if I can log in and see the chat. Okay, now we're chatting. Yes, let's go. Well, sorry, I'm having a hard time, huh?

[00:07:55]It's incredible that I enabled Cloud for a second on my computer and it solved my problem. I mean, what artificial intelligence does is crazy, it's terrible. I put it on the computer next to it to configure it and it was fixed. Okay, let's go, let's close up.

[00:08:19]Well, that's it. No, you have to open WhatsApp there. [snort] Uh, let's take a look at this week's topics. What do we have? Uh, this is an important week in the market.

[00:08:32]We have an Nvidia presentation and we also have the Fed minutes, which we'll have on Wednesday. I'll see if my memory serves me right. Okay, let's go to the economic calendar. Here we have the economic calendar. This week we have the Fed minutes. And why does this matter so much to us? Look, they leave on Wednesday at 3 pm. Uh, here we're going to have the dot plot. It's very important that you look at this, I'm going to show you so that you can see if we go to the Fed's website, we'll basically have this here. Here we have the latest presentations, here we have the meetings and the minutes are coming out, see? Here we have the latest minutes, it's from March 17th. Here we have the PDF.

[00:09:29]So this week we're going to have these minutes from the Fed. And what do we care? I mean, it's so really good that they should just watch. Basically, this is not the joy, it is the joy of projections, this projection materials.

[00:09:46]Here we have the dot plot.

[00:09:48]This is a chart, it's very good. In the latest projections, uh, the Fed expected, look, here we have for 20-26, uh, most expected at least a rate cut, that is, that rates would be between 3.5 and below. Wow, this is very interesting. We'll see how it evolves, because today, if we go by what the market expects, it's that there won't be any cuts.

[00:10:14]Even the market expects an interest rate hike.

[00:10:21]What do you say? I'm reading the group right now.

[00:10:26]Yes, Pili, the chat issue is sorted now, okay? I think everyone can see it there.

[00:10:32]Let's say a little hello to the chat.

[00:10:34]Who's there? Gonza, Natalia, Ramón. We send our greetings to everyone. Greetings from the Republic of Cordoba.

[00:10:44]Greetings to Gerardo. Hey Leo, Leo, you said hi to me on Pasión, you're awesome. Leo, I saw you there, I didn't know who you were.

[00:10:56]Sometimes it happens to me, I'm still not very used to people greeting me and sometimes it catches me off guard. I don't know if I know him, or if I don't know him. I 'm really bad with faces, eh, really, really bad. And it happens to me that maybe there's someone I know who greets me and I have no idea who they are. And sometimes now I greet people I don't know, so it's like I might short-circuit. If I'm not in the best mood, please excuse me.

[00:11:23]I always try to make it better, but well, uh, that happens to me a little sometimes. Okay, let's talk a little bit about everything.

[00:11:33]Hey, they're asking me about Amat.

[00:11:36]Okay, now let's see it.

[00:11:42]Ah, I have the chat, I don't know what's going on.

[00:11:44]I see the chat in English, I don't know why the chat appears in English to me.

[00:11:50]I said, "They're playing a joke on me." They are writing in English.

[00:11:57]Leo, I was reading the message in English. Leo, "Sister Leo, for the sake of the anibola.

[00:12:03]It's what I'm telling you, uh, it happens to me sometimes, but well, I'll get a little more used to people greeting me who I never imagined would be greeting me. Uh, it's strange, I haven't quite got that mindset yet. Many times I think, "Hey, who is that?" uh, I'm left wondering if I know them or not. Well, let's get back to what's important.

[00:12:29]What we have to look at is basically this, uh, how the Fed's projections are going to be. This is very important, this data that the market is going to give us. I mean, we also have to keep in mind that in between, I mean, this is from the last meeting and in between we have a change of leadership at the Fed.

[00:12:48]So, Kevin Wars is more, uh, pro- cutting, so to speak, so it might change a bit, but well, it's important to understand what the members expected before the meeting, I mean, at the last meeting that took place a month ago. Now we have The data from that meeting isn't useful for analysis, so this is very important; it could move the market a bit. Keep in mind that the market isn't anticipating rate movements right now. I mean, look, 99% expect it to stay the same at the next meeting, and 95% expect it to stay the same in July as well. There's a slightly higher probability of a rate hike in September, but the general consensus is that there won't be an increase, and by October the chances of an interest rate hike start to increase.

[00:13:39]I don't see this scenario as very likely right now, but it could happen. And in the Fed's latest minutes, they were n't expecting this.

[00:13:49]We can see that for 2026, most people expected it to be below the current rate. So, the probability of an increase wasn't that high. We'll see what happens.

[00:14:03]I see a rate hike as unlikely in the short term, but it could happen.

[00:14:08]Um, what do I think about investing in Micro Strategy? I wouldn't invest in MicroStrategy right now. I have a second thing I want to change.

[00:14:24]There it is.

[00:14:26]My chat is in English. I changed it there.

[00:14:32]Greetings from Córdoba, Beatriz. Um, Adriana there. Good afternoon. Rates are rising in the United States.

[00:14:41]Um, yes, the stock market will fall, and yes, a rate hike will affect the risk market, but honestly, I don't see it happening in the short term. Um, there it is.

[00:14:58]Well, we're already at 133 people, there are 45 likes, so leave a couple of likes and we'll move on to analyzing an asset or something like that that you want us to look at. Hey, it's so annoying that everything is in English.

[00:15:11]I see the chat messages in English, I have to keep translating. What do you think about the cryptocurrencies Bitcoin, Ethereum, and XRP? Um, now let's talk a bit about crypto. What I 'm telling you is fundamental for the crypto market. I mean, many of us are perhaps left with the balance of Nvidia, and Nvidia's balance sheet is very important because it will tell us about the entire industry, basically. It's the company that's been leading the way lately, but the dot plot is fundamental. The minutes, the tone of the minutes, all the information we gather here is very important, and we'll be analyzing it on Wednesday, as soon as it's released. I showed you here more or less how to find it. You go to the Federal Reserve website and come to this section here with meetings, calendars, and all the information, and you'll find the summaries here. This was the last meeting; it was in April. Now, on Wednesday, the data from the minutes and the projections will be released. The projections are what I like to analyze for the dot plot, which is what you 're looking at, and the minutes are to get a sense of the tone of the meeting.

[00:16:26]So... It's important to analyze that and follow it. As you can see, it always comes out a few weeks later. The March meeting was released on April 8th, this was on April 28th and 29th, and now we have... it comes out on the 20th, I think it's the 20th, which is on Wednesday. Well, we'll have that information on Wednesday, so it's good for us to follow it. Um, I'd like to know more about the ADRs. It's a good medium-term buying opportunity. Um, now let's talk a little about AR. Do you trust Adobe and AMAT? I like Adobe from a numerical, fundamental perspective; it's a great company. Now, if you want, we can look at the numbers a bit, but... it has a lot working against it because of the artificial intelligence narrative. I think artificial intelligence is advancing too much, and it's dangerous. In fact, I just couldn't solve a problem with the chat, and I authorized Cloud on the other computer I have with the chat and all, and it solved it automatically. I mean, it connected, I clicked two times, and it solved it. I mean, that's crazy. So, it's good to keep investing in that area, and we're going to look at some information about it now. Look, I have... let's look for suppliers here.

[00:17:54]Micron has its supplier page.

[00:17:57]One of the main suppliers is Lam Research, a company we've talked about. 35% of Lam's production goes to Micron. And we're talking about a huge boom in all the memory sector companies. We were previously investing heavily in artificial intelligence. Micron was involved in that. Well, we're seeing such a huge boom in the memory sector. Let's start looking for key players in the memory sector, companies that supply it. There are many in Korea, but not all of them allow us to. In fact, there's also a very large Dutch company that's one of Micron's main suppliers, but Lam is one of Micron's suppliers.

[00:18:45]35% of what Lam produces... Micron is going to continue growing, and the fact that HBM continues to increase will benefit LAAM. So it's a company we're going to keep a close eye on and analyze; keep that in mind. But you can delve into this and look at Micron's main suppliers and do some research. I like that you're starting to think, "Hey, wait, we're seeing a boom in this area, what companies could benefit?" I want you to start getting into that mindset and start getting involved. And well, that's how we found Micron, so we have to keep buying.

[00:19:29]Then there's Anet, another great company, which benefits greatly from everything that's happening in this stage of artificial intelligence. Here we have Anet, the numbers. It's not a bargain, that's the reality. If we analyze Micronet, I like Micron's numbers better; it's still cheaper, and I think which is going to grow more in the short term.

[00:19:48]Now, I think Anet hasn't fully taken off yet because a more important stage of artificial intelligence is coming, where today in data centers we have a lot of computing power, we have all the GPUs, we have to connect all of that, and for now there's a lot of copper, but there's a lot of progress being made in all of the high-efficiency connectors, and ANET is key for that; that is, it basically produces that, which allows several agents to communicate at high speed, to connect all the memory cards, to connect everything and for it to work at a large scale and high speed.

[00:20:25]So, it's a very important company for what's coming in artificial intelligence now, and in terms of numbers, it's not that expensive, so it's good.

[00:20:35]Uh, if I'm going to make defensive plays this week, no, I don't think I'll make defensive plays. Uh, in fact, Friday was a day to take advantage of buying. I was buying a little and taking some. Uh, I have liquidity at the moment, uh, so I'm going Spending the liquidity I have. Uh, I'm entering as the market falls. I'm not buying crazy because I think, yes, many companies are a bit expensive, but well, we had an interesting pullback. Look, let's see how it pulled back at the end of the week. Look, we had Nvidia down 5%. Micron down 6%. Which, in fact, was more of a pullback. If we look at the whole week to see how it ended up.

[00:21:21]Well, the whole week wasn't so bad, but in the last few days we had some interesting pullbacks, and I think the Nvidia report is going to be good and that will allow it to continue rising. Here, CLAC is another company that is one of Micron's main suppliers, for example. We have to analyze it, look at it, uh, it's not that cheap, but well, these are companies to keep an eye on. I want you to keep an eye on that. Uh, Cloud's performance was terrible.

[00:21:59]Uh, Cloud is incredible.

[00:22:02]Uh, I'm waiting to buy net tomorrow. I like it. Keep in mind that No, they're not going to perform the same as they did with Micron. I mean, if you're expecting a new Micron, it's still Micron for me.

[00:22:17]Actually, I did another video yesterday, and today I released one. Look at this. Let's go to Forerni.

[00:22:23]Remember when I made the video finding hidden gems? We can look it up now, but anyway. Micron had a forward price-earnings yield of 7 and something at that time and was trading at $280.

[00:22:37]Look, now it's gone up, I mean, it went from 280 to 724. The forward price-earnings yield is still the same. Look, the most interesting thing is this.

[00:22:47]Micron's earnings per share growth was 603% in the last year. It's insane, and it's expected to continue growing at 117% over the next 5 years.

[00:22:57]This is Micron's strongest point.

[00:22:59]Now, what I'm starting to say is, "Hey, wait a minute, this has grown way too much." This is what's starting to make a bit more noise. It is, look at the size of Micron already. It entered 16 in Market Cap.

[00:23:13]Micron's actions are insane. So, we 're already 16th in Market Cap. If we're talking about it potentially doubling the price, which it easily could, it would be reaching the same market capitalization as Meta, which is a company that, in my opinion, is a steal, meaning it's cheap. Look at Meta's market capitalization, how it has declined. Today Taiwan Semiconductors and Broadcom have entered the scene; we used to talk about the magnificent seven, and look, of the magnificent seven, the top spots are held by Nvidia, Google, Apple, Microsoft, and Amazon. The first five remained.

[00:23:51]Tesla and Meta ended up down here. Look, they're 9 and 10. Uh, that's incredible, how they've been losing ground, how Meta is being punished, [music] well, it 's a very solid company, uh, Mark Zuckerberg is being punished a lot for his ideas. It's good that he's usually a fanatic. He criticizes Meta's Capex a lot because back when the metaverse was being discussed, Meta even changed its name, going from Facebook to Meta, changing its name, as if this were the future, and today they are somewhat distrustful, but nowadays it is not the only one investing in that way. Google is investing in the same way, Amazon is investing in the same way, and what Meta has in its favor for everything related to artificial intelligence training is that 50% of the population has an account on Meta, that is, it has 3 billion users, something like that. In other words, 50% of the population has an account on Meta. So, they have constant information. Wow, that's incredible. Okay, I'll go back to the chat for a second, so I don't go off on tangents because it happens to me, okay? I already bought Net and I like Sandisk. Uh, I don't think it's that expensive considering the price increase, and I have Palo Alto Networks in my portfolio. Look, Palo Alto, uh, I actually talked about it a bit the other day, I like the cybersecurity sector, but I think Palo Alto is a bit expensive, I mean, it's not really reflected in the numbers yet. I think cybersecurity is going to be key in the future, so it 's an interesting sector, but for now it's not reflected in the numbers yet. So, look, we're talking about a for price-earnings ratio of 61, a price-earnings ratio of 535, the margins... it has a return on best capital of 13% and earnings are expected to grow by 11% over the next 5 years, so growth is not expected, so the guidance for now is quite poor. I think this will eventually change, because I believe that everything related to cybersecurity will become stronger at some point. I mean, I think that with all the development of artificial intelligence, these types of companies will benefit at some point, but not right now. Likewise, the market is already pricing that in a bit, I mean, I think it's expensive, I mean, I think the market has already anticipated what might happen with that. That's why I wouldn't get involved in these kinds of companies for now. In fact, there may be something better within the sector. Hey, let's see what they ask there.

[00:26:29]Envy. Now let's analyze it in Nvidia. Let's talk a little bit about the numbers and the balance sheet. Uh, regarding regulatory issues, yes, but they are, I mean, no, it's not the main problem. The market usually punishes Mark, they don't like him.

[00:26:46]The regulatory problems are the same as several others have had; it's not that serious and does n't end up affecting things in the long run. In other words, they're problems that they end up solving with three little treats for themselves. Uh, they're asking a lot about Oracle. The truth is that it's not the type of company and industry I would invest in right now. Everything related to software applications, well, I don't really see it that way, to be honest. Here we have changed everything, the Finbis map changed, the entire order of the companies changed. Well, I think there's still a very big transition going on here in everything related to software applications, consulting firms, and we have to see how artificial intelligence impacts them in the future. Well, honestly, until the narrative changes, I wouldn't invest. We have several that have good numbers, they have solid balance sheets. If we're going to analyze the numbers, the cash flow of an Adobe, for example, well, the truth is that the numbers are good. Hey, give me a second while I open Investing Pro.

[00:27:57]Look, let's go to a number two, we look at the balance sheet and you say, "Wow, what a great company, it's very solid." And yes, in terms of cash flow, uh, share buybacks, everything is going very well for the company, I mean, the numbers are good. Now, the problem in these types of companies is that, I mean, there's a narrative that goes very much against it, uh, it's not that, I mean, many times lately I've heard a lot and I'm very critical of that, hey, wait, it's at its peak. There's a study that shows that when you buy at peaks, that is, if you had bought every time an asset reached its all-time high of the last 52 weeks, or the last year, compared to every time it reached its low of the 52 weeks, in the next 3 months you would have made a profit if you bought at the peak, which is the momentum theory. Well, when a company is in an upward momentum it usually maintains it for a while longer. And when a company fell by 50%, it's not because they're all idiots and hey, look, they're giving the company away. There's a reason for it, I mean, there's some reason why the company is falling in that way. Something is watching the market.

[00:29:09]The market may be wrong.

[00:29:10]Yes. Well, the market tends to punish those consensuses, but you can often find good opportunities. Uh, now when it's a specific company that's experiencing a downturn, and well, for some reason that's happening, then we have to analyze that too. So, buying at the highs isn't necessarily bad, but buying at the lows isn't necessarily good either. In other words, it's not a matter of doing one or the other; you have to analyze the company's numbers. Don't chase price, chase value. Well, the important thing is always that, to see the value of the company. That's when they ask me, Meli, can it keep falling?

[00:29:48]Let's open TradingView to get a better look at the charts, shall we?

[00:29:54]And we're also going to look at the data.

[00:29:56]fundamentals of Meli. I'm going to open Coifin so you can understand a little of what's important. If we think in the short term, yes, MercadoLibre may continue to fall. Now, the long term is a tremendous undertaking. Well, for me it's a very good one, it's a good buy, well, MercadoLibre and not for the short term. In other words, it's a company you have to look at from 5 or 6 years from now.

[00:30:21]Hey, give me a second, I'll put the Historical Data here.

[00:30:25]We're going to add price earning.

[00:30:31]Eh, price earning the most and next.

[00:30:45]And we're going to look at marginalized people.

[00:30:50]Well, look, here we have price earning from Mercado Libre. It is currently trading at 40 times its earnings per share. Mercado Libre's historical average is above 70. That is, Mercado Libre's stock has typically traded at 70 times its earnings for 29 consecutive quarters, growing at over 30% annually. I mean, what Mercado Libre is doing is crazy. The numbers are very good. We are currently at a forward price earning of 38, also below the average of 50-40 and change that it usually has. I mean, look, Mercado Libre usually has, on average, much more. I mean, if you analyze its value, it 's cheap today.

[00:31:45]Mercadoolbre has two problems, that is, it has two issues. One, that there is a compression of margins.

[00:31:52]Second, MercadoLibre is no longer the e-commerce company it once was. Today, Mercado Libre also has a very large financial arm, so they are two different things, two different types of companies. Mercado Libre today has a vintage leg that weighs a lot, so it's very difficult.

[00:32:12]These are two business models that are evaluated as completely different. It is being evaluated. Evaluating an e-commerce company is not the same as evaluating a financial institution. You can't discount cash flow from a financial institution like Mercado Libre. It's very difficult. Therefore, the market doesn't know how to properly evaluate it and it's falling mainly due to margin compression. Look, let's put margin here. Here we have, look, the margin compression we 've had at Mercado Libre.

[00:32:40]This is the main reason for Mercado Libre's downfall. This is it. It's because it had a compression in the net margin. Uh, why? Because when you see a company that is growing a lot and suddenly its margins start to shrink, what does the market think? He says, "Hey, wait, it no longer has the competitive advantage it once had.

[00:32:58]It's losing ground to its competitors, it's losing margin because it can no longer compete in the same way, it's no longer as profitable in its business, and this isn't the case here. I mean, Mercado Libre is losing margins precisely because what it's doing is trying to capture market share in Brazil and Mexico. Something very important, I mean, is that it's growing in those two places, I mean, it's a company that 's carrying out its expansion project in the TAM (Terrestrial America of the Americas) and it has, I mean, I want you to analyze this, uh, yes, I mean, you Argentinians, many of you watching, those who aren't in Argentina perhaps have n't fully grasped this yet, but in Argentina, you think, and in the TAM too, but when you think about buying online, you think of Mercado Libre, and if you go to a physical store to buy a refrigerator and you want to see if the price is right, you say, 'Hey, check Mercado Libre's prices.' And that's where you compare.

[00:33:58]So, MercadoLibre has a gigantic brand effect.

[00:34:02]Secondly, it has a gigantic network effect. It has thousands and thousands of buyers and sellers. So, it's very difficult to replicate that. Then there's also a switching cost; someone who sells on MercadoLibre and has their store set up within MercadoLibre can't just leave, because MercadoLibre has a million ratings, a ton of reviews, and that gives prestige to their store, leading to recommendations and more sales. So, switching to another platform is very costly; they have to start from scratch again.

[00:34:31]So, all these things are competitive advantages, or famous modes, that MercadoLibre has, which allow it, in Argentina and in Latin America, to have a lot of protection and growth.

[00:34:45]And well, if we look at the charts, look, here we have the areas we had marked graphically, and it seems that it bounced exactly in that area. Look, here we had a gap that it had left in its price on May 2, 2024. The price now It went exactly to that area, that is, it went to find that exact gap. It filled that gap and bounced. We have to see if it holds this area now, which is a fairly important psychological support level. If not, we could go all the way down to 1300. It wouldn't be surprising if it pulls back to here. Now, ideally, it should rise again above 1655, as this 1650 area will now act as resistance, but well, this will be the first area where the price might reject.

[00:35:34]That is, we could see a move from this area to here, which is a 10% increase, and then it could reject again and go back to look for lower levels. But in the long term, Mercado Libre should rise; it's a solid, ideal company. So, what needs to happen for Mercado Libre to return to an upward trend is for it to break this ceiling here, this downward trend that we have marked here, where you can see all the highs, which is an increase of approximately 35% from today. But this is The ceiling that Mercado Libre eventually has to break through. In other words, what we need is for Mercado Libre to break this downward trend that it's been experiencing since May 2025.

[00:36:17]Breaking through that zone allows Mercado Libre to return to its highs and then to its peak. I don't see it happening in the short term. I mean, I don't think Mercado Libre will have a recovery in its margins in the short term. I don't think that will happen, but well, eventually it will.

[00:36:39]When Mercado Libre has grown enough in Brazil and Mexico, and has captured the Colombian market, well, it will happen.

[00:36:47]I mean, it's inevitable. It's a company that grows at a rate that few companies can match, and if we look at its valuation relative to its history, as I just showed you, it's cheap. So, let's not get stuck on the price. Yes, the price can fall. You can buy now and it could go down to 1300. Yes, but if you look five years ahead, buying Mercado Libre at 1500, I think that's a great opportunity. I think you're going to have good growth.

[00:37:14]So that's what I'm telling you. The same thing happened with Nubang, I mean, something similar happened with Nubang. In fact, Nubang's case is a bit more exaggerated, I mean, Nubang is in a slightly better situation for me than Mary. Let's look at Nubang's chart. We were analyzing the balance live the other day with Liam.

[00:37:34]I had these zones marked here, it even broke below 1230, but well, the dollar amount, which is this zone here that we have here, which I'm going to mark with a rectangle. Uh, one second, I'm not sure where the shapes are.

[00:37:55]Uh, where's the rectangle?

[00:37:59]This zone here is an important zone, and then we can come down to this area, this $9 zone, but in the short term I do n't think we'll reach that level. Uh, this is another interesting zone, but well, this is a very good buying zone. I'd like to return to the 14-15 zone, which could easily happen. Now, What happened with Nubang? Well, it had a slight drop in ROE, it fell to 29%. If you analyze Q1 2025 versus Q1 2026, it was... I mean, it went up, it had a drop compared to Q4 2025, but you also have a bit of seasonality; there's an increase in delinquency, which is something it didn't have at the time.

[00:38:50]But anyway, if you analyze Nubang's efficiency ratio, it's incredible. I mean, what costs traditional banks 40, costs Nubang 18, I mean, it costs them half. It's incredible. I mean, Nubang's efficiency ratio is incredible, and that's what makes it so scalable and gives it the growth projection it has.

[00:39:13]In Latin America, in Brazil it already dominates, I mean, it has a very large market share. It's already well-positioned in Mexico. It was the first debt collector to start in Mexico that... It didn't lose money, meaning it broke even. That's very positive.

[00:39:29]So, it's a very interesting company, and if it manages to capture the US market, it's incredible how high it could go. So, for me, it's one of the best options they have in emerging markets. I really love it. I'm going back to the chat for a bit because I'm getting sidetracked.

[00:39:53]MercadoLibre is going to fall to 13, it will remain stable, and it needs good news to rebound. That's kind of what we were just talking about, the possibility of that happening, of it falling to that area. It's an interesting area from a technical perspective. Now, from a fundamental standpoint, it's a solid company that will recover its margin a bit when it does. I'm going to update a bit because the likes aren't showing up. I want to see how we're doing.

[00:40:13]There are 266 of us and we haven't reached 100 likes yet. Come on, let's get those likes going, please. Let's all get up and give a like.

[00:40:22]We should at least... Being at 200 likes, with 266 people, plus the people who keep coming by. Hey, let's boost that with the likes, please.

[00:40:34]Hey, competing with Amazon. The truth is that MercadoLibre and Amazon don't compete that much anymore. Hey, Amazon already has a hard time entering the TAM (Target Audience Market), I mean, MercadoLibre already dominates, it's not going to enter that area. And then Amazon went more towards the cloud business. Hey, nowadays what Amazon is building is cloud, and MercadoLibre went towards the financial sector. In fact, MercadoLibre is going to compete more with Nubank than with Amazon in the future. I mean, right now, MercadoLibre is going to compete more with Nubank, [sigh] uh, so I do n't think that's going to happen.

[00:41:28]Hey, where are the community members? Anyone who doesn't agree with this, expelled. Pablo says, hey, Pablito, what What does the copper sector think? Well, uh, I don't think it's what's going to benefit the most. These days it's used a lot for connectivity within data centers, but everything related to optics and photonics is going to replace that somewhat.

[00:41:58]Companies like ANET are precisely making that less important. Obviously, it's important, but I think it's going to become more technological, so to speak, rather than just sticking with the commodity. I mean, I don't invest directly in commodities; I prefer to invest in companies. Uh, there's Fede talking about XRP. Let's talk about XRP now; I haven't looked at the chart since the other day, the day of the Clarity vote, but anyway, let's do a little more about companies and get into crypto. Uh, let's see what they were asking about some other companies. They're asking me if I sold my Adobe.

[00:42:50][sighs] Uh, I was letting them know in the group, I mean, I'm I'm slowly unwinding my Adobe position. I have very little left.

[00:42:58]Not because I see it as a bad stock or because the fundamentals are bad, but precisely because I think there are better opportunities to take advantage of in the short term. I'll probably buy Dove when I see a change in the narrative, a trend reversal, when they suddenly announce a new CEO who's all about artificial intelligence, or when they start getting into AI, when they release some new product or something, when the market starts to validate them and I see a trend change. Then maybe I'll jump back in. But for now, it seems like staying stuck in an industry that I don't think will recover in the short term, so I have very little Adobe left. Let's see what they say there. Well, I already touched on Nuban. Should banks wait for Tesla to reach 410 points before buying? Should banks wait for Tesla to reach 410 points? I don't know what you mean by banks before buying. Personally, I wouldn't buy Tesla right now. Um, it's not a company that looks attractive numerically.

[00:44:04]Um, Mel loses the 1480 mark and goes into freefall, and well, it could go down to that 1300 zone I was just mentioning.

[00:44:14]Um, how's the week going for the new members? I don't know which new members are talking about, but well, it's going to be a busy week, I mean, we have a lot of data. The important thing is the Fed and the balance sheet. The rest doesn't carry as much weight, but that day is going to be busy. Wednesday is a busy day.

[00:44:38]Um, also XRP, what do you think of Hondo?

[00:44:41]Well, it's one of the projects that I think will perform best in this cycle. I mean, if you have to go for a project, I wouldn't buy yet, I'd wait to buy below 30 cents. Now we're going to show a little bit of the Ono chart, but it's one of those projects that I see a lot of potential in, because most exchanges are going in and dumping Regarding becoming a Universal Exchange, they're getting into Tradfy, and Hondo is precisely the one best positioned to handle the traditional market, the most advanced in that area, and with many agreements in place. So I think Hondo is going to make a big impact, and it could be one of those tokens that performs very well in the next cycle. Of the projects I'm most interested in, I mean, the only project outside of the top 10 that I would buy, I think Hondo is Hondo.

[00:45:32]Well, Hype too, but it's a bit expensive. I don't know if it's already in the top 10 or not, but I like it.

[00:45:41]Okay, let's see, companies, what are you asking me about?

[00:45:44]Micron, buy. Yes, I think I would buy it. I already touched on it a little at the beginning; you can go back and see it.

[00:45:53]We can take a look at the movements of the big investors, right? It was good this week; important data came out. On one hand, we have Blackman, who took his entire position in Google, reduced his Google holdings, bought Amazon and Microsoft, and sold all of his Google. It surprised me quite a bit. This move by Bill. And on the other hand, we have Warren, who I think bought more Google. Let's see. Yes. And Warren doubled his position in Google. Crazy, right? That on the one hand, a fund like Vacman's sells Google to buy other companies, and on the other hand, Berchir comes along to buy Google and add even more Google.

[00:46:40]What do I think? I think Google is one of the seven magnificent ones, but I'm taking Nvidia out of the equation because Nvidia plays in another league. I mean, it's like when Messi talks about Cristiano and says, "I'm taking him with me." Well, if I have to take two out, I'd take Nvidia and Google.

[00:46:55]Nvidia and Google are the two best companies in the world by a landslide. In terms of business quality, in terms of the quality of the numbers, it seems incredible to me. I wouldn't have sold Google to buy Amazon. In fact, Google's cloud service grew at 64% annually compared to Amazon's 30%. Therefore, Bill's move seems strange to me, but well, it's true that If you analyze it numerically, Amazon is a tiny bit cheaper, but I think it's better quality than Google, so I wouldn't have sold that company. It's a company that 's here to stay. I don't agree with Bill, but well, Bill has been making a couple of moves this year anyway.

[00:47:43]Um, my view on SML. Well, SML is another company that's very important for everything related to artificial intelligence development.

[00:47:51]If we think that memory cards and semiconductors are going to continue growing, then they 're key. ICML is a monopoly; it's a company that's going to keep growing.

[00:48:02]I think it's a bit expensive, it's right on the edge, yes, but we're probably facing a very big structural change in the market. I mean, everything related to artificial intelligence, as long as the big players keep allocating the CAPEX they 're allocating, it's going to be very big. The problem will be if at some point we see a report from Nvidia, from Google, and they say, "Hey, in the end we're not going to "We're not allocating all of this to Capex, but we're going to cut it in half because we're not getting the results we wanted." When that happens, the market is going to take a hit like we 've rarely seen. For now, I don't see that happening. In fact, companies' numbers are very good. Some are experiencing a bit of a lull, but for now, it's nothing alarming.

[00:48:52]For me, we're currently in good shape.

[00:48:55]If we analyze the S&P 500's growth, companies are growing at incredible rates. So, I don't see an expensive market; in fact, Walmart, Coca-Cola, and Costco are more expensive. I mean, you analyze Coca-Cola, and it's trading at a [unclear - possibly "unclear"]... I mean, it has a free cash flow shield of 3%, meaning its free cash flow is below the risk-free rate.

[00:49:20]Look, here we have pressured free cash flow of almost 28. We calculate 28, and it gives us that, which is even better than it was because it had a free cash flow shield below the [unclear - possibly "unclear"]... 2%. In the last presentation it improved a little, but we're doing 1 day 28. It has a free cash shield of 3.5%, which is low, meaning you're paying a bit high. In that sense, as a defensive stock, Pepsi is a bit better than Coca-Cola.

[00:49:50]Similar margins and numbers, but it's a bit cheaper.

[00:49:53]So, if I had to buy one of the two, I'd go with Pepsi. Uh, but anyway, uh, just to throw it out there. I like Visa, I like Mastercard, they're trading at their lowest levels of the last year, Visa, Mastercard. In fact, if we analyze the movements here, they were, uh, look, of the most bought companies, Visa, Visa was one of the top 10 most bought companies, it was in, uh, so for me it's a very interesting company. Uh, I really like Visa. I would have it in a long-term portfolio, it's a company that I should have, uh, as the more conservative part, it could be Visa, it could be American, it could be Mastercard. The other day we were talking a bit in the last video, uh, Busy Mastercard is one thing, American is another, it already has the credit side, it's not the same type of company, you have a bit more risk, but perhaps also a bit more growth. So, it's an interesting company.

[00:50:55]Uh, yes, I'm going to look at Bitcoin XRP, Hondo.

[00:51:00]Let's look now, we'll move a little bit to the traditional market side. Were you surprised that Warren sold Visa and Mastercard? He had insignificant positions in his portfolio. What they did at Berkshire Hathaway was clean up a large number of assets. Uh, Berkshire Hathaway has 90% of his portfolio in 11 assets. We had just analyzed, I think in the last video, he had 44 stocks and now they've reduced it to 29, which seems healthier to me. I mean, they had spread themselves too thin, they had a lot of stocks already and they cleaned that up a bit, but it was a very small position he had, it didn't weigh anything in the portfolio. Uh, he had... How much was it?

[00:51:44]Uh, Mastercard between the two, 1.8% of the portfolio. I mean, the truth is, it's practically insignificant compared to what they had in the portfolio.

[00:51:58]But well, they also added a lot of Gull, added a slightly higher beta, and went more towards the tech side.

[00:52:05]They were stuck for a long time in, I mean, low-risk assets, maybe they've been holding cash for a long time. They missed out on some very interesting market gains. I do n't think it's bad that they went into other sectors and other types of stocks, but oh well, what do I know? Warren is already retiring, so this doesn't depend so much on the great Warren anymore. He 's an advisor, he's retired, but well, we're still here. It's still listed, right?

[00:52:42]Let's look at Victor. Okay. Let's move on, let's move on to crypto for a bit.

[00:52:50]Let's look at V and let's look at XRP.

[00:52:53]I put it could n't break the 200 EMA. How did it reject it?

[00:53:07]Let's clear this up a bit.

[00:53:21]Okay, so here we have Bitcoin. Right now, the 20 and 50 moving averages are crossing.

[00:53:29]They're 50 and yes, 20 and 50, no, 50 and 100.

[00:53:40]We were about to go to the 85 zone, as Gustavo says, but we hit the 100 daily moving average, couldn't break through it, started compressing, and broke the downside. Most likely, we'll go for the $2,000 zone. I have two, or rather three, buy zones marked. Actually, I have the 72,000 zone marked, 70, 72,000. This is my first stronger buy zone, so to speak, in Bitcoin. And when I say Bitcoin, I also mean IBIT, because I've already mentioned that I'm going to shift some of the traditional market trading to IBIT, which in Argentina, for those who don't know, is the Sediar. You don't pay capital gains tax on Bitcoin. So you have a tax advantage by overbuying Bitcoin.

[00:54:30]This, I mean, it's best not to get too into the [sigh] on the subject, but well, if you have Bitcoin in a C wallet and they come and charge you a hefty fee, right? Uh, it's going to be complicated, but well, uh, for the money they have in that thing, I buy IBIT.

[00:54:51]Uh, this area here, very important, an area I also like to go for the 64,000. I think we could have a slightly stronger correction. We have to see what happens with the dot plot. If we suddenly have some news about its interest rate, things could get ugly and we could make a big jump. I have my first purchase at 70,000-72,000, second purchase in the $64,000 area, which I think will be my biggest purchase, I mean, the biggest purchase because it's what I see as most likely to happen, uh, it's within the 64,000, which I already think is a good price. And then I have more buys below 60,000 down to 57,000, which is an area it might eventually reach, but then it could go below 50, with some saying it could reach 48,000. Yes, there's a lot of liquidity there. Let's see, let's take a look at Coinglass, I haven't looked at it in a while.

[00:55:48]Let's see the liquidation chart. Let's see how this is.

[00:55:53]Uh, I need to get ready.

[00:56:11]Liquidation map.

[00:56:27]Look where we have it, look The liquidity that remained in the 82000 area.

[00:56:33]In other words, today we have a strong liquidity zone up there. I wouldn't be surprised if he goes back to that area. I mean, seeing this, there are a lot of lever-wielding people in that area who can go and sweep things up. I think that probably, I mean, seeing this, uh, we're going to look for that zone again, I mean, that we'll pull back to that zone and we have to see if we break through, uh, but well, eventually, I mean, there's a lot of liquidity also in the $48,000 zone, that's a reality that it can go up there and it can go. Now I think that's a quick shove and goodbye. Uh, it's going to be very short. I have an order there just in case, and if I see the price below this zone, I'm going to buy. Obviously, I'm going to inject liquidity and rotate from some lower-risk asset to Bitcoin, without a doubt. But anyway, these are the areas with the highest probability that I see, that's why I'm going to buy here.

[00:57:37]No, I don't want to miss out on buying. It may fall. Yes, it can fall. Now, if it doesn't fall, what happens? Uh, I don't want to be left out, I don't want to be stuck with cash. In fact, I have a daily DC that buys $1 from me every day. I already bought at $69,000, I had a strong order there and I bought at $60,000, I had another strong order there.

[00:57:57]Two orders have already been executed against me. I had another one in 65 that I also made smaller, but well, in 69 and 60 they were the biggest I had than planned. They have already been executed. And I'm going to shop in those same areas again. Well, if it falls again, well, so it seems to me that if you do n't have any exposure to Bitcoin, it's time to start buying. In other words, the prices aren't bad. Ideal to buy below $70,000. Yes, perfect. I bought when it reached 60, I bought quite a lot, and today the position is very high, but I think it can come back and it can fall further. We are now with all markets at all-time highs and we have Bitcoin which at this moment is 38% below its all-time high.

[00:58:43]So if you have all the markets at all-time highs and you have Bitcoin 38% below the high, I don't think you're buying at a bad price.

[00:58:51]When we know that Bitcoin is also going to reach an all-time high again in the next cycle. I mean, I don't see it happening, and I think it's quite likely to happen, and it's going to become more and more likely, and there's going to be less and less volatility too. Well, I think we're in a buying zone that could fall further. Yes, it can fall further. We look at the liquidity chart. Yes, there is liquidity in the 48 range. It's possible. Yes, it can be given.

[00:59:19]For me, this area here is already a place to buy. In other words, my strategy is to try to keep the average purchase price as close to $65,000 as possible.

[00:59:28]The 60 is the strongest buy, the one that carries the most weight, but I'm going to buy at 72, I'm going to buy at 64, I'm going to buy below 60, that is, at 60 and if it reaches 57 I will continue buying and I will keep increasing my DCA daily. I'm increasing it too. Okay, let's see what they say.

[00:59:48]When buying IBIT, how are off-hours transactions handled? Uh, it doesn't only operate during market hours, then it adjusts, it opens with a gap. Well, that's what you've got. But hey, that's the only risk you have of standing there. If you buy at $60,000 to sell in the next cycle, you're going to have a very good performance. The good thing about IBIT is that you won't have to pay cell phone tax, meaning you won't have to pay tax on any of your earnings. If you made a 100% profit, but bought at 60 and sold at 120, you earned 100% and you don't have to pay a single peso in taxes. On the other hand, if you had earned that same amount by buying Bitcoin and you have to declare it to buy an apartment or whatever, you're going to have to pay the cell phone tax, which is 15% of your earnings.

[01:00:33]And I personally don't want to give my money away to the state for having taken the risk of buying Bitcoin when they didn't buy it. It's the worst tax of all, the cell phone tax. I hate it, that's why I buy SDARS. So I know. My recommendation, if you have the money legally and you're going to use it, buy Ibit. Hey, are you considering Bitcoin before XRP? No, I have a daily DCA in Bitcoin that is lower than that of XRP. Now we're going to talk about XRP. I typed it wrong, sorry.

[01:01:10]and CRPCD. Here you have it, don't turn it back badly.

[01:01:19]There it is.

[01:01:21]Here it is. Look what we have here. How are you doing? We reached the upper part of the canal. In fact, in this one I have it marked a little incorrectly, in another trading view it touched exactly the top of the channel. But anyway, look, I'm going to put it on a weekly chart, that way the graph looks better. Look at this. In other words, XRP has been in a downward trend since July 25, where we made a double top at the highs and it started to fall. And from there we've been on a downward trend that has been respecting it.

[01:02:01]Touch up, it goes down. Touch down, it goes up. It's been quite a while since we last touched the upper part of the canal. The other day with the Clarity we touched the upper part of the channel and it rejected it. But what's interesting is that we're close, I mean, if we keep moving sideways, we're going to break out.

[01:02:28]If we maintain this price by June 10th, we've broken the descending channel, and I think it's quite likely that we will break the descending channel before then in XRP. Uh, we need some positive driver, otherwise the graph could get ugly again. It's in the low zone. The buying zone that I like the most is this one here, the 30 zone. $1.27. This area has been one that strongly rejected the price, and there has been strong buying activity.

[01:02:58]Then we have the dollar at 15. The dollar at 15 is another interesting buying zone, and if it falls below 15 to 92, well, the dollar will be a psychological zone; 92 cents is an interesting zone, and further down, 77 cents. 774. I like to shop here. In other words, I am a strong buyer in C0 30. I have an active daily DCA here. I am buying $ per day of XRP. I buy money every day.

[01:03:27]If I see it close to 30, I'll buy more, increase it, I mean, allocate more liquidity to it, but well, the truth is that I see it as good, I think it can break through. Here I have drawn the projections. This will depend on where it breaks, right? But here we have the width of the channel, and in case it breaks the channel, let's suppose it breaks it on June 10th at these prices, the 216 zone. I also have areas of interest marked in XRP.

[01:04:03]The 50-54 area is a very important zone that has been rejecting the price lately. Now we're going to have this line of the descending channel which will also be another resistance level that we'll encounter before we cross it before the $50 mark. So there we'll have double resistance. We're going to need him to break this with a lot of volume, a lot of force. If we break through that, we're going to look for this area here around 80, 780.

[01:04:33]This is another important area, and if we break through that, I like the area. The $2.20-$320 zone will logically be a psychological zone, but the $2.20-$320 zone is another important zone, and from there we go to the $ 270 zone and we go back into the $270 zone as a psychological zone, which I don't see happening in the short term. In other words, I think we can return to the medium-term zone before the end of the year. Uh, I don't think much more than that. And obviously we need, we need importance, I mean, we need positive drivers there, right? Let's see what I did.

[01:05:19]Yes, Fe, you showed the channel the other time, the long-term Siste channel, which is drawn from the lows here and you're right, but well, it's a very long time and it changed a lot, it changed a lot, but yes, I mean, we all agree that it's going to be a new all-time high for XRP.

[01:05:45]leave to the next cycle. So it's one of the cryptocurrencies that I like to buy. And then they were asking me for deep. Let's delve deeper for a second.

[01:06:01]Look, I had that one marked. He literally touched it.

[01:06:09]This area here is an accumulation zone.

[01:06:12]This rectangle that I'm going to mark now, this area here, accumulation zone below 30 cents on the dollar.

[01:06:26]Interesting shopping area that we'll probably revisit. We'll move laterally this way at some point. If we're talking about a correction in Bitcoin and everything else, we're going to touch this area. And I like Hond. Now, something to keep in mind, Hondo's tokenomics have changed a lot, huh, because many say that for Hond it reached $2. Yes, it arrived with 12, but many tokens were issued along the way as well. Look at this. I already showed it to him, but I'm going to show it to him every time we talk. That makes it perfectly clear to them. This is a key concept that they need to analyze. When you analyze, think that you should analyze the tokenomics of the project.

[01:07:10]That's fundamental. Hey, we're putting in the effort here.

[01:07:15]What you need to analyze is not looking at the market cap chart.

[01:07:20]That solves it. Instead of looking at the token price chart, look at market cap. Look closely to make an all-time high in market cap it would reach no more, it wouldn't reach 2.20.

[01:07:35]So this is because many tokens were issued. I also believe that Hondo is one of the projects that will reach an all-time high in market cap.

[01:07:43]Because? because it's having a use case and it's tokenizing everything that is the traditional market. In fact, it also has a partnership with Ripple; they've already touched on quite a bit of what Treasuries are. Uh, I think it's going to be one of the projects that has good lobbying in the United States and that's going to do well. I like it quite a lot, I mean, it's one of the projects I'm going to invest a lot in. Uh, you're asking me which projects you find most appealing. Let's go to Coin Market Cap.

[01:08:14]And I like it, logically you can't not invest in Bitcoin. I like XRP, I like Hype, which I think is a bit expensive. I would like him to back down. He never backed down, but oh well, I like him. And then I like Hondo. Uh, those are the ones I'll probably buy, right? I don't think I'll buy anything else. I have some Solana, I have some Etherium left, I don't have much left, eh? I will have, I don't know, 10 Solanas, I will have eight Solanas, I don't know how much it is. Yes, I'll have 8 or 10 Solanas, I'll have $800 left on Solana [sigh] and I don't think it'll add up to much more, eh, unless I see it in the 40 zone.

[01:08:58]If I see Solana at $0, I'm going to buy Solana, but right now it doesn't seem so attractive to me, eh? But hey, those are the kind of creative projects I like the most. On which platform can I buy XRP? Uh, I buy from several, actually. Uh, I have the crypto, I have them distributed in several. Uh, I have a DCA, I have the DCA active on Nexo now, uh, which I actually deactivated the other day because I had to migrate the account, I mean, I had two accounts on Nexo, now I migrated it to one and I do n't know why it's charging me another commission on the other account, so I'm looking into that issue, because they had removed the minimum commission per account and they're charging me for it, so I deactivated it. I'm going to... I already spoke with support to see what 's going on there. I wrote to the people at Nexo. In theory, I don't think that commission should be in the other account; I didn't have it. He charged me for the DCA daily, he charged me 4 cents in Bitcoin and 6 cents in XRP for the amounts, right? Well, but anyway, I think I'm going to, I mean, wherever they answer that, I'm going to keep it there. Then I buy on Binance, I buy on OKX, a whole part, I also have another part on Bitget. Uh, now that Kraken Argentina has arrived, I'm also analyzing a couple of things that Kraken has that are good. So I usually use many Crypto Exchanges, I have several, you'll hear me talk about several Crypto Exchanges because the reality is that I use them all, but well, it's whichever one is most convenient for you. What I have now in Nexo, uh, I use Nexo at this stage because it pays very good USDT earnings, so I have the dollars there generating interest and I activate the daily account there.

[01:10:56]Which EXO account did you keep? The international one or the one here? Uh, I kept the international one, but well, let's not talk about that too much.

[01:11:07][snort] E, let's see what the chat says.

[01:11:17]There is a possibility that the market will punish Nvidia in some way. There's always the possibility that the market will find something ugly. In fact, she is being punished out of envy. It has only recently recovered a little, but the market had forgotten about it.

[01:11:30]Nvidia had presented two damn good balance sheets and hadn't gone up at all.

[01:11:35]Uh, she was stuck there for 6 months without moving. It has only recently recovered and is worth a little more normally, but if we look at envy it's a steal. In other words, considering its history, it's one of the cheapest companies out there. Uh, we're talking about MercadoLibre. Look, at Nvidia, Nvidia is growing, growing faster than anyone else, and has a price-to-earnings ratio of 46. Well, please, a price-to-earnings ratio of 27 is growing at 60% annually. Price earning chows below 0.70, eh margins above 70%. It's an amazing company at Nvidia. And in fact, now, I mean, they had already warned that they weren't considering sales from China, but well, with the last meeting between the United States and China there with Trump, it seems that they made up, uh it seems that Nvidia is going to start selling from China again and that represented 13% of the revenue. If it envies or repositions itself and starts selling in China, it opens up a gigantic market for it. Envías controls 95% of what is artificial intelligence infrastructure in China.

[01:12:45]So he's very well positioned there.

[01:12:47]Uh, I think if they make the heavy stuff, and China in that sense is very bllish for Nvidia. Well, we'll see, the market is going to punish Envia when there's a compression of margins. If we suddenly see a strong compression of margins in Nvidia that lasts for one or two quarters, then we should be a little more concerned. For now, I think it's an incredible company, it's one of my favorites on the market, so I think it's going to do well, it's going to present well and, well, I mean, I think it's going to keep pulling its weight in video. We are now 10 likes away from 200 ( 25 people). Let's get at least 220 likes. Somewhat. What do I think of cold wallets? Uh, it's key to have a cool wallet. I have a cold wallet. Uh, it's good for assets that you're not constantly rotating and that you hold for the long term. Uh, from what amount and well, if you already have $10,000 or $5,000, you can have a cold wallet. If you have less, it doesn't make as much sense, but from that amount onwards it helps to maintain a cold wallet, it doesn't mean you have to keep it in the cold wallet all the time, because sometimes I send the money to operate it and I have it because I'm moving it around, but every now and then I send it to the cold wallet and keep it there. Uh, what site is this where I'm comparing the indicators? This is Coifin. Here it is, I think, or I don't know if it can be seen on the screen. No, you can't see it, but oh well. Uh, it's called Coifin.

[01:14:31]Now, if you want, I'll pass you on to the future. How can we use cryptocurrencies? Sell ​​them for USD to pay for something? Withdraw them to our own accounts. There are a lot of ways. Today you already have several exchanges that have Visa debit cards, for example, you can pay directly with crypto, you travel and pay with the crypto. Uh, then you can withdraw it directly, I mean, everyone registered in Argentina has a fiat ramp, you can convert it and send the money directly to your bank account. Well, nowadays it's very simple, I mean, it's not difficult.

[01:15:07]Well, I think a lot of progress has been made in that regard, and it favors the crypto option, which is good, so there's not much difficulty.

[01:15:22][snort] Before I cut, I'll mention there are only a few hours left of the discount on the zero investor course. For those interested, you can access Pablo's finance page here. And finally, for everyone who's joined here, if you're not already, there's the free WhatsApp broadcast channel, where I send you announcements about the broadcasts, I share information every day, and the discussion group, which costs 5,000 pesos per month and is really good, there's a lot of information, there are a lot of experts who send a lot of information there, so it will be useful for you. If they're not there yet, request it here; this will take you to a Mercado Pago link. Pay that and then click " return to seller's site," and it will automatically redirect you to the WhatsApp group. So they also have the link for that in the description.

[01:16:13]They have the link to open an account on YOL, and if you don't have one, or if you already have a YOL account and I'm not yet your advisor, come here, click "I already have an account," and this will automatically direct you to send a message via WhatsApp so I can forward you the message.

[01:16:31]Hey, let's see if you have any more questions, anything you'd like us to [snort] cover. Hey, about constellation Energy. Yes, I like Constellation. Uh, it's a good company, I think [snort] it's a little expensive, but all the related energy companies and I think they're going to do well. I prefer Vistra in terms of evaluation, and I prefer Bloom Energy in how they solve problems, but I think they're all companies that will do well. Some of them are a bit out of whack, but eventually they'll be fine. I would like there to be a pullback to enter. Vistra had it, I think it's doing well there, but little by little they can position themselves in that type of company. Uh, I like them, to be honest. So, what do you think about a portfolio like this for 5 years? Palantir, defense, Tesla robotics, Google, infrastructure, goal, customer service. Uh, Palantir Tesla Google Meta is fine, that portfolio is high risk. It is a portfolio with a very high beta, a lot of volatility. Perhaps Meta and Google are already more Google is still a fast grower. Meta might perhaps be considered more of a Starward, but they are still volatile companies, right?

[01:18:02]So, how do you say it? What are they asking there?

[01:18:07]Who could be the next Miss Universe? I don't know if it's a joke or a serious question. Uh, I don't know, honestly.

[01:18:19]If you want to win her over, buy Micron. I can recommend you.

[01:18:24]Uh, every now and then the chat appears in English, every now and then it appears in Spanish.

[01:18:34]Up to what amount or percentage do you consider prudent to invest in Nexo? I'm not asking in terms of diversification, but in terms of security.

[01:18:42]Uh, I do n't know, honestly, I mean, the traditional market part is a guaranteed account up to $500,000 and it's a pretty reliable platform, it's registered as PESAB, it hasn't had any problems.

[01:18:57]Um, I don't know, I have a significant amount of money there, so I do n't consider there to be a big risk.

[01:19:08]Miss Universe was Micrón. So, what do you think the next Micron will be? I already said it. For me, the next Micron is still Micron. Hey, Micron is still very cheap. Let's see if we can get on Instagram. One second.

[01:19:28]Uh, I think I showed something I shouldn't have, but oh well.

[01:19:36]Uh, if we go to the old reels. The number of reels of the micronet showing that it was cheap is insane.

[01:19:53]Where 's the trick to buying it? I want to show one.

[01:20:02]This is when I showed my cre, but I want to show you the quick trick to buying stocks. Where is it? I should have looked it up earlier.

[01:20:26][clears throat] Uh, it 's not any lower. It has to be there. This was in September, more or less.

[01:20:45]I warned them several times to buy the micron.

[01:20:50]Okay, here's a quick trick to spot opportunities. We go to Google and search for finis.com and this will open this tremendous screener. We're going to touch the map and here, as you can see, we see the intraday variation of the stocks, but what we're going to do is look here for forward price earning.

[01:21:15]This basically gives us the valuation based on next year's earnings, and in this way we can look, for example, here we have semiconductors and we can see the competitive value. For example, here we can see that Qualcomm has a much better one than the rest of the competition at this moment 9.06 for prer is in the other video, one before that one, uh, which was at seven still that I uploaded 10 times with different actions to upload different videos and that they are not all the same, the same video, but of micron I made it five or six times.

[01:21:58]Micron's for price earning was seven, and if we come back now, well, in that video it was nine, but now it's cheaper than it was then, and Micron was worth $0 at that time.

[01:22:12]Wow, that's incredible.

[01:22:16]Oh, it froze.

[01:22:20]Look at Micron's price earning.

[01:22:23]Now it's 7 and a bit. It went up 700% and is still cheaper than before. That's what's incredible about Micron, and it's because of the speed of revenue growth and how high it's going. Well, that's what Micron is all about, it's crazy. It's a company.

[01:22:45]We found a literal gem, eh, in fact the first video I put together for Micron was about how to find gems within the market, which was using the screener, which is something you can use. Look, here at Finbis there's a screener and you can filter by descriptive, here you can filter by sector, like technology, for example, and then you can come to Fundamental and here in Fundamental you can apply different filters. Um, you can look for a price earning below 40, a power price earning below 20, this is being generous, I mean, I'm looking for even cheaper, but under 20 uh, you can put different metrics in, I mean, here they are looking for sales growth in hypershare grows.

[01:23:40]Okay, next. Here, profit growth next year is expected to be above 15%. Over the next 5 years we're going to aim for a 15% increase.

[01:23:56]The fuel is giving us a lot of trouble. I don't know what's going on, but well, they haven't even dropped to 300 companies here either.

[01:24:08]Above 15, uh, there are already 245 companies. Well, as you get more selective about this, the prure should be below 1%, then there are 234 companies left, and that's how they filter and search. Uh, it didn't pick up the technology part here, I think, but it's showing me different sectors, it's showing me financial and I don't want, I mean, it's logical that the financial sector has low price earning. Look, we have 22 companies in the technology sector.

[01:24:44]So, that's how we can search for super microcomputer. This one is interesting; we should keep an eye on it to see if it recovers a bit. If it recovers its margins, it's an interesting company to follow. We need it to recover margins because it's been penalized, but that's how we find different companies and opportunities. It's a little trick, just follow it.

[01:25:07]Uh, or are you saying there's no witch? I don't believe there's an artificial intelligence bubble yet because the balance sheets are supporting market growth and increases. In other words, it's not that we're seeing price increases that don't make sense. Uh, the market went up to the cut-off, so I think that's fine.

[01:25:37]If you like, we'll leave it here [sighs] and go live on Wednesday with the Fed data and the enviable balance sheet fresh out of the oven to analyze it live. Do you want us to put it in there? We analyze live, we see what the data is like, we see if it's worth putting in a trade there in Bridget, a long or a short, we analyze it right there in the moment based on the data and how the market is reacting, but it could be a nice opportunity. Uh, if you want we can leave it here.

[01:26:14]Those who aren't in the WhatsApp community, welcome to join, it's going to be great, the community is great and they have a lot of information. So, well, I hope this was helpful, and that you enjoy the live streams; we'll start doing them more often. There were quite a few of us today, so good for them for sticking it out on a Sunday at 9:30 at night. Thank you all for joining. It's a pleasure to have you here. 230 likes, so pretty solid, huh? Thank you all very much.

[01:26:47]See you in the next live stream, dude. Let's see how I cut this now.

[01:26:55]Um, let's finish it from here. Wait a second, I'm lazy about this.

[01:27:17]We're going to end the stream.

[01:27:21]Okay, bye, bye, dude. Greetings to all. Don't forget to leave a like and a comment.