Rafael F. Oliver, CFA
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adarga.bsky.social
Rafael F. Oliver, CFA
@adarga.bsky.social
14 followers 7 following 30 posts
Long-term investor in disruptive companies that will change the world | Target: 30% annual return | Find out if I get it
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adarga.bsky.social
D-Wave: Too Complex, Too Uncertain, Just Avoid

@SeekingAlpha

seekingalpha.com/article/4770...
D-Wave: Too Complex, Too Uncertain, Just Avoid (NYSE:QBTS)
D-Wave Quantum's recent breakthrough in annealing quantum computing led to a 27% stock price jump, but I recommend selling due to high risks and uncertain...
seekingalpha.com
March 27, 2025 at 2:46 PM
adarga.bsky.social
Marvell Technology: AI Player Pushed Down To Its Fair Value

@SeekingAlpha

seekingalpha.com/article/4768...
Marvell Technology: AI Player Pushed Down To Its Fair Value
Marvell's stock dropped due to conservative guidance and high market expectations, despite promising financial results. Click here to read why MRVL is a Hold.
seekingalpha.com
March 18, 2025 at 9:32 PM
adarga.bsky.social
Innoviz: Sensing A Trajectory That Doesn't Meet Profitability

seekingalpha.com/article/4756...
Innoviz: Sensing A Trajectory That Doesn’t Meet Profitability (NASDAQ:INVZ)
Innoviz Technologies faces financial challenges and lack of profitability in the competitive automotive industry. Read why I recommend selling INVZ stock.
seekingalpha.com
February 11, 2025 at 9:20 AM
adarga.bsky.social
Microvast: A Lot Of Value Unleashed But With Huge Risks

seekingalpha.com/article/4754...
Microvast: A Lot Of Value Unleashed But With Huge Risks (NASDAQ:MVST)
Microvast’s reduced expenses and ASSB tech launch fuel growth. Read why MVST stock is a hold with a 47% chance of outperforming the current price target.
seekingalpha.com
February 1, 2025 at 8:09 PM
adarga.bsky.social
Europa decadente, europa decadente…
January 1, 2025 at 8:33 PM
adarga.bsky.social
SoundHound AI: Uncertainty Has Not Yet Been Tuned

seekingalpha.com/article/4746...
SoundHound AI Stock: Uncertainty Has Not Yet Been Tuned (NASDAQ:SOUN)
SoundHound AI's strong Q3 results drove a 208% stock surge, but profitability is uncertain. It aims for positive Adjusted EBITDA by 2025. See more on SOUN here.
seekingalpha.com
December 30, 2024 at 10:21 AM
adarga.bsky.social
Arm Holdings: An Excellent Business But Too Overvalued

seekingalpha.com/article/4746...
Arm Holdings: An Excellent Business But Too Overvalued (NASDAQ:ARM)
Arm Holdings' financial performance shows solid revenue growth but unstable free cash flow and margins. Read what makes ARM stock a Sell.
seekingalpha.com
December 28, 2024 at 10:41 AM
adarga.bsky.social
C3.ai: An AI Company That Faces Too Many Difficulties

seekingalpha.com/article/4744...
C3.ai: An AI Company That Faces Too Many Difficulties (NYSE:AI)
C3.ai faces significant challenges in scaling its business, with erratic working capital needs. Read more to see my recommendation for AI stock.
seekingalpha.com
December 19, 2024 at 10:06 PM
adarga.bsky.social
Duolingo: Building A Moat With AI While Expanding Subscribers

#adarga @SeekingAlpha #Inversión

seekingalpha.com/article/4744...
Duolingo: Building A Moat With AI While Expanding Subscribers
Duolingo's AI-driven, gamified freemium model is driving strong user growth, with DAUs up 54% and paid subscribers up 47% year-over-year. Click for more on DUOL.
seekingalpha.com
December 14, 2024 at 8:17 AM
adarga.bsky.social
Los dividendos amenazan con volver

#adarga #Inversiones @WSJ @seekingalpha.bsky.social
December 12, 2024 at 10:19 PM
adarga.bsky.social
Para mí lo más relevante es es “Hourly earnings”. Nondebe ser ni muy bajo, ni muy alto. De momento, va bien…

#adaraga #Inversión @WSJ @seekingalpha.bsky.social
December 11, 2024 at 10:04 PM
adarga.bsky.social
$NVDA les ha adelantado por la derecha… ¿Seguirá p’arriba?

#adarga #Inversión @WSJ @seekingalpha.bsky.social
December 10, 2024 at 9:55 PM
adarga.bsky.social
Esta gráfica me encanta. Se ve que el SP500 y el MSCI World están muy relacionados. Si en el MSCI de la gráfica incluyesemos US estarían totalmente alineadas

#adaraga #inversiones @WSJ @SeekingAlpha #nadiedicenada
December 10, 2024 at 1:47 PM
adarga.bsky.social
Esta gráfica me encanta. Se ve que el SP500 y el MSCI World están muy relacionados. Si en el MSCI de la gráfica incluyesemos US estarían totalmente alineadas

#adaraga #inversiones @WSJ @SeekingAlpha #nadiedicenada
December 9, 2024 at 10:18 PM
adarga.bsky.social
Marvell es una buena opción en semiconductores…

#adarga #Inversiones @WSJ $MRVL
December 8, 2024 at 11:58 PM
adarga.bsky.social
El mercado se está encareciendo… hay que pensar en estrategias para pasar posibles caídas de la bolsa

#adarga #Inversión @WSJ @seekingalpha.bsky.social
December 7, 2024 at 8:45 AM
adarga.bsky.social
Yo tampoco sé predecir cuándo va el mercado a bajar y cuánto va a subir
#adarga #inversiones @WSJ
December 5, 2024 at 8:30 PM
adarga.bsky.social
Los chinos nos comen la tostada…

#adarga #inversiones #EV @SeekingAlpha @wsj.com
December 4, 2024 at 10:29 PM
adarga.bsky.social
Coinbase: Crypto Hype With Still Too Much Uncertainties

#adarga $COIN @SeekingAlpha

seekingalpha.com/article/4741...
seekingalpha.com
December 4, 2024 at 7:50 AM
adarga.bsky.social
Las cosas se ponen peor para los coches eléctricos #EV

#adarga #Inversiones @WSJ @seekingalpha.bsky.social
December 3, 2024 at 5:34 AM
adarga.bsky.social
Las petroleras de Permian cada vez son más rentables a menor precio del barril y además suponen la mitad de la producción americana

¿No ves oportunidades?

#adarga #Inversiones @barronsonline @seekingalpha.bsky.social
December 1, 2024 at 10:18 PM
adarga.bsky.social
La gente prefiere buscar en $AMZN y $GOOG pierde búsquedas por la #AI

#adarga #inversiones @seekingalpha.bsky.social @wsj.com
November 30, 2024 at 11:58 PM
adarga.bsky.social
Nuestra cartera a día de hoy

#adarga #inversiones @seekingalpha.bsky.social
November 29, 2024 at 11:12 PM
adarga.bsky.social
Nvidia: Potential For Growth

seekingalpha.com/article/4740...
Nvidia: Potential For Growth (NASDAQ:NVDA)
Nvidia's exceptional financial performance is driven by explosive GPU demand for AI. Read why I still see growth potential for NVDA stock.
seekingalpha.com
November 28, 2024 at 9:52 PM
adarga.bsky.social
Apple: Falling Behind In Generative AI, Time To Hold The Stock

seekingalpha.com/article/4740...
Apple: Falling Behind In Generative AI, Time To Hold The Stock (AAPL)
Apple's revenue growth is limited; AI and India offer potential, but a significant impact is unlikely before 2025. Click here to read my analysis of AAPL stock now.
seekingalpha.com
November 25, 2024 at 10:06 PM