ISABELNET

@Fair_finance Merci ! 🙏

Le seul moteur de la croissance mondiale

@shiopii123 どうもありがとうございました しおぴ 🙏 😎

ハイパースケーラーの設備投資は今年7550億ドルに軌道に乗っており、2027年には8920億ドルに上昇する見込みです。その規模では、これは典型的な技術サイクルというより、構造的により大きなもののように見えます

@Barchart People said it was overhyped at $1T... look at it now. 😎

JUST IN 🚨: Nvidia $NVDA hits new all-time high, now valued at almost $5.5 Trillion 📈📈

@PeterMallouk Markets don't care about opinions, just outcomes. 😏

“If you mix politics with your investment decisions, you’re making a big mistake.” – Warren Buffett

@AUDIOmercados ¡Gracias! 🙏

La actividad de los insiders se mantiene equilibrada, situando el Ratio de Transacciones de Insiders en territorio neutral. Por el momento, no hay indicios de un posicionamiento agresivo por parte de los iniciados.

@LanceRoberts Thank you very much 😎 Happy hump day as well, Lance! 🐪🐫

The New York Fed edged its Q2 2026 U.S. GDP Nowcast up to 2.59% from 2.52% last week, reinforcing the steady-growth backdrop. That adds a bit of fuel to the risk-on mood. h/t @ISABELNET_SA

@TheVolawatcher Danke Joachim ! 🙏

@AlvargonzalezV ¡Muchs gracias Víctor! 🙏

La definición de “estructuralmente superior” es muy adecuada. No se puede definir de otra manera una inversión que supondrá la sustitución a largo plazo de parte importante de la actividad humana por robots e IA. La buena noticia es que el hombre reinventará su papel económico.

@marketsbets ¡Muchs gracias! 🙏

📉 Las valoraciones están tan estiradas en todos los sectores y estilos que el mercado ya no deja espacio para errores. Si cambia el sentimiento, la caída podría ser violenta y sin red de seguridad. ⚠️📊🔥 #Marketsbets #StockMarket #Bolsa #Inversión #WallStreet

@themotleyfool Staying calm is half the game, honestly. It's less about IQ and more about not freaking out at the worst time. 😏

The stock market doesn’t require brilliance—just the humility to stay in.

@charliebilello The official numbers never seem to match what you actually pay at checkout. It's hard to believe inflation is "under control" when basics keep jumping like this. 🙄

Price Increases over last 5 years... New Cars: +20% Groceries: +26% Family Health Insurance: +27% Shelter: +29% Restaurants: +30% Home Prices: +37% Electricity: +39% Dozen Eggs: +39% Gas Utilities: +42% Gasoline: +42% Transportation: +43% Auto Insurance: +58% Fuel Oil: +63% Ground Beef: +68% Coffee: +105%

@Osamui9 どうもありがとうございました 🙏 😎

this looks less like a typical tech cycle and more like something structurally bigger →その通りですね →「熱狂的焦り」という印象 →最近になってITバブルとは明らかに質が違う気がしてきている

@PeterSchiff If inflation is the driver, gold benefits. But if higher yields start acting like real tightening, that can weigh on all assets, gold included. 🤔

Rising bond yields aren't bearish for gold. Yields are rising because accelerating inflation raises the risk of holding long-term bonds. But higher inflation increases the store-of-value appeal of holding gold instead. Bond weakness portends gold strength. schiffgold.com

@TaviCosta @zerohedge That's usually when physical assets stop looking old-fashioned and start looking essential. 😉

China silver imports surged again. None of us own enough hard assets. H/t @zerohedge open.substack.com/pub/tavicosta/…

@KobeissiLetter Honestly, it's hard to take the "decoupling" talk seriously when you see this. 🤔

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

@pauldejong_ Thank you as always, Paul 🙏 Happy 🐪 day!

While the initial rally was "in line with the typical playbook" regarding geopolitical shocks, the secondary leg of the rally may have been driven by broader economic drivers (like earnings). $SPY $VOO

@isonokatzo ありがとう 🙏

ハイパースケーラー5社の2026年のCapEx(設備投資)7,550億ドルでも凄いのに、2027年は更に8,920億ドル💵って… こんなんまだまだAI伸びるに決まってるやん‼️🤣

🇺🇸 S&P 500 Last Wednesday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell and the S&P 500 didn't disappoint, ending the day up 1.46%. The model gauges if the market is leaning bullish, bearish or neutral. Subscribe on 👉 isabelnet.com

📌 Read the Daily Blog on the Website 👉 isabelnet.com/blog/

🇺🇸 GDP The New York Fed edged its Q2 2026 US GDP Nowcast up to 2.59% from 2.52% last week, reinforcing the steady-growth backdrop. That adds a bit of fuel to the risk-on mood 👉 isabelnet.com/?s=GDP h/t @NewYorkFed #recession #GDP #realGDP #economy