Jesus Asencio

@tu_libertador msjesuz2@gmail.com

Como se prometió!! Llega la plantilla de análisis fundamental para acciones de la bolsa de valores de Lima. Se dará acceso a la información a cada persona que siga la cuenta, dé RT (repost) a esta publicación y comente su correo 💰 Gracias por tu apoyo ❤️‍🔥

Yes, It's a Big Day! 🙌 Today, Notcoin achieved an $820M market cap, with 35M users in 6 months! 🚀 Telegram + Ton = Crypto in Every Pocket 💎 To celebrate this milestone, we're launching a $10,000 (~1500 Toncoin) AIRDROP! 🪂 💰 Tips for Airdrop: 💰 1⃣ Play Yescoin t.me/theYescoin_bot 2⃣Connect your wallet in Yescoin Onboarding 3⃣Each Yescoiner has a certain chance to receive the airdrop 4⃣Invite your friends for more chances to get airdropped 5⃣Grow your Squad for more chances to get airdropped 📅 The first season: May 16 to May 30. Yes, Let's keep strong and grow! #NOTCOİN #yescoin #toncoin

Embark on your treasure quest with the Bybit web3 Airdrop Arcade🔥 Start collecting your $MNT & Fish Coins Rewards ! Are you a cat lover? Tap into exclusive catizen airdrops with just a click Link: bybit.com/en/web3/airdro…

Stop all Scam and Attacks or We Will Strike Back! 🚨 Attention Scammer! Stop all fraud, Stop all attacks on our server, Stop all scam actions of our community. If these actions continue, we will take all necessary measures to protect ourselves! Yes is meme. We're the first project integrat Swipe and Meme on TON @ton_blockchain , named Yescoin in homage to Notcoin @notcoin . Notcoin Taps, and Yescoin Swipes! Yescoin builders, composed of global experts passionate about TON, is dedicated to making participation more accessible and fair through Telegram @telegram . That's why, within just two weeks, without any promotion, we've garnered 1 million real users, 270,000 Telegram channel subscribers, and 60,000 premium members. The process of building is not easy, but it's all worth it for our community! This week, however, a group posing as the official Notcoin team appeared. Initially, they didn't catch our attention, but as more community members reported scam and spamming links being spread under the guise of Notcoin, we took notice. They try to disrupt our community by spreading scam links under Notcoin's guise, misleading users, and inciting attacks against us. Just yesterday, several of our community admins were maliciously reported, leading to account deletions, and our servers faced unidentified attacks, forcing our engineering team into round-the-clock repairs. The efforts and assets of a million users were nearly destroyed. We will NOT tolerate this! We've decided enough is enough. We're fighting back to the end! Beware of the scammer's tactics! Here's what they're up to:

@richfalkwallace Can you share please?

Google unit economics. And a cloud datapoint the market missed. Like & comment if you want the excel. 7 points: *1) 3 segments* Ads: Search, YouTube, Display Network, Hardware Cloud: Google Cloud Platform Bets: Waymo, Verily, others *2) 2023 numbers* Ads: $270B at a 32% / $86B operating margin Cloud: $33B at a 3% / $1B operating margin Bets: $1B at a $4B operating loss *3) Trajectory over the next 5-10yrs* Ads: 5-6% CAGR, expanding margins by a few % Cloud: 15-20% CAGR, margins growing substantially to 15-20% Bets: Some will hit, bets spend to continue *4) Major questions by segment* Ads: - Is there existential risk to Google Search from OpenAI / Bing? - Is there risk to iOS-Chrome deal? - Pace of continued search share losses? - Opportunity to improve monetization w/ AI (shopping, targeting)? - YouTube shorts competition vs. Reels/TikTok? Cloud: - Lower structural profit margins vs. Azure / AWS (looks like 15-25%)? - Revenue deceleration today just macro? - Competitive positioning vs. Azure/AWS? - Ability to grow margin (finally profitable)? - AI-driven costs & cost efficiencies? Inference/training incremental search expense Bets: - Waymo, Verily - Other opportunities for large outcomes *5) Concerns* In all the AI noise and macro-driven ad spend worries. The market also missed an important cloud datapoint. That Google discloses in its footnote text, but doesn't highlight. Its Cloud Remaining Performance Obligation (RPO) fell -4% vs. its December RPO (from $64.3B to $61.7B). Whereas Azure's March RPO actually grew +4% vs. its December RPO (from $189B to $196B). And moreover, the net new RPO to year end '22 vs. '21 trend also looks significantly worse than Azure's comparable number. Cloud revenue for Google is only ~9% of total today. But is arguably the most important secular growth story. In an otherwise at scale more balanced growth portfolio. *6) Valuation* Google trades ~22x its forward earnings number. And a rough consensus implies that EPS doubles by 2030. Which is high growth. But not nearly the pace of its history or smaller peers. So the levers to change that are more diversified. And therefore less likely to individually drive differential outcomes: Search margins Cloud growth YouTube, other bets, AI optimizations *7) Sensitivities* The sensitivies build 2030 EPS & implied stock price against: Cloud growth CAGR (8-24% range shown) and Ads Margins (25-40% range shown) And while each is impactful, And in dollar terms very large. It would require a very significant shift across multiple verticals To change the overall trajectory meaningfully. Particularly given the secular questions on search, Cloud deceleration and competitive pressures (perhaps mounting given the RPO and other indications), And the already massive success and high base from which Google is starting. That's all for now. Like & comment if you want the excel.

@JohnNakamoto_ Como accedo al canal del telegram

1️⃣0️⃣ LIBROS IMPRESCINDIBLES sobre INVERSIÓN que todo PRINCIPIANTE debería LEER📝 1.

@VillaverdeZamir Este tipo es un delincuente, para ser catalogado como colaborador tiene que reconocer que es un delincuente y tendrá una condena menor. Ahora el burro de Castillo o mejor dicho su entorno de Castillo creo que tiene todo el poder y ahora y está ejerciciendo su poder...