RT @robchamo: $MSFT Las ideas principales del mensaje: • La IA no sustituirá el capital humano, lo multiplicará. Las empresas que tengan…

Bill Ackman says investors are repeating the same mistake from 2000 by chasing hot stocks and ignoring quality. Here are 10 quality stocks trading at attractive valuations: 1. $META 5-Year Revenue CAGR: 15.2% Forward P/E: 18 Consensus Price Target: $826 Implied Upside: 39%

$META investors while the rest of the market is crashing:

Meta Platforms $META está vendiendo por primera vez a las empresas acceso a un agente de IA, su último esfuerzo para generar ingresos que compensen las fuertes inversiones de la compañía. El gigante de las redes sociales comenzará a cobrar a algunos clientes por lo que llama Meta Business Agent a partir de este miércoles. La funcionalidad principal del agente es chatear con los clientes de una empresa a través de WhatsApp, Messenger e Instagram. Las empresas más grandes que usen el agente pagarán a Meta por los datos utilizados para alimentarlo (tokens). Las empresas más pequeñas también tendrán que pagar por el agente mediante una de las nuevas ofertas de suscripción de Meta. Meta, que ofrece múltiples suscripciones para empresas, se negó a comentar en qué nivel de suscripción estará disponible el agente. La compañía había ofrecido anteriormente agentes IA para interacciones con clientes, pero no cobraba por esa función.

Esses efeitos práticos estão impressionantes... Não, pera...

Claude Security is now in public beta for Claude Enterprise customers. Claude scans your codebase for vulnerabilities, validates each finding to cut false positives, and suggests patches you can review and approve.

Cuanto menos curioso!

En tiempos de ruido constante, la verdadera rebeldía es la calma. No puedes controlar algoritmos, crisis ni opiniones… pero sí tu juicio.

Clawnetes makes it super easy to change your OpenClaw models. It's just one click away in the Clawnetes UI. Not only that you can have different models for your multiple agents. Get it today from aimodelscompass.gumroad.com/…

$UUUU 2025 Earnings: Less "Mining Company," More "Sovereign Wealth Fund for the Periodic Table" ⚛️🇺🇸 Energy Fuels just dropped their 2025 results and 2026 guidance, and frankly, they are flexing on the entire critical minerals sector. When you combine high-grade uranium, a booming rare earth element (REE) business, and nearly $1 Billion in working capital, you aren't just surviving the cycle—you are dictating it. Here is the breakdown of why the White Mesa Mill is becoming the most strategic real estate in the materials space, and why this sets up a brilliant foundation for Trading Around the Core. ☢️ The Uranium Engine: High Grade, Low Stress The company didn't just meet 2025 guidance; it lapped it. Production: 1.015 million lbs of finished U308 processed. The Crown Jewel: The Pinyon Plain mine is yielding average grades of 1.62%, making it one of the highest-grade uranium mines in U.S. history. The Margins: While the market fusses over $89.50/lb spot prices, UUUU is looking at weighted average production costs of $23–$30/lb for recovered uranium. In the commodity world, those aren't just margins; that's a safety net made of solid yellowcake. 🧲 Rare Earths: The Multi-Billion Dollar "Call Option" If you want to build an EV or a defense system without asking for permission from certain geopolitical rivals, you need UUUU. They are moving from upstream securing of "molecules" to downstream processing. The Math Gets Absurd: The newly released feasibility studies for the Phase 2 Mill expansion and the Vara Mada project (Madagascar) show a combined NPV of $3.7 billion. Let me translate that: that is $15.26 per share in value just from the REE side of the business. Real World Proof: This isn't just a white paper. UUUU produced commercial-spec Dysprosium (99.9% purity) and has already seen its NdPr oxide successfully manufactured into permanent magnets for 1,500 EVs. An ex-China supply chain is officially being built. 💰 The Fortress Balance Sheet They completed an upsized $700M convertible senior note offering, pushing total liquidity to $927.4 million. They have the war chest required to execute on vertical integration (like the proposed ASM acquisition) without breaking a sweat. 👔 Passing the Baton Mark Chalmers will be handing the CEO reins to President Ross Bhappu in April 2026. Chalmers is leaving behind a fortified fortress, and staying on as a consultant to ensure the machine keeps humming. Oh, and they are continuing to advance their medical isotopes (Radium-226) program for cancer treatments, because why not add life-saving biotech optionality to the mix? 🦉Volatility in the uranium and critical minerals sector is a feature, not a bug. But when the underlying asset boasts rock-bottom production costs, massive liquidity, and an NPV on its secondary business that dwarfs its current valuation, it creates the ultimate setup.

Un padre que crió a tres millonarios una vez dijo: “Nunca les enseñé a ahorrar.” Solo no permití un hábito en mi casa:

LO VAS A LOGRAR.

“Las circunstancias no hacen al hombre, solo lo revelan.” – Epicteto

🚨 El CEO de Anthropic acaba de lanzar una advertencia que debería preocupar a muchos. Dario Amodei afirma que hasta el 50 % de los trabajos junior de oficina podrían verse afectados por la IA en los próximos 1–5 años, desde derecho hasta finanzas o consultoría. Su consejo es claro: aprende a usar IA cuanto antes, o te quedarás atrás 👇