Trader de Acciones Chilenas, Emprendedor. Opero acciones locales full time desde 2021. SQM LTM RIPLEY CENCOSUD principalmente Manejo cartera y hago intraday.
Santiago, Chile
Joined July 2009
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Murphytrader retweeted
Retail net selling in the first 90 minutes was the second largest on record, only behind February 27, 2020.
Murphytrader retweeted
McElligott de @Nomura esta mañana sobre el rally post elecciones en EE.UU.:
Para él, buena parte del rebote en acciones es mecánico: tras la venta inicial por la "ola azul", se están cerrando coberturas y monetizando puts. Lo mismo que vemos cada vez que el mercado se cubre fuerte y el mundo no se acaba.
Cómo lo está leyendo el mercado:
• Un Congreso demócrata frenaría el ritmo de construcción de data centers. Menos presión por el capex sin techo de los hyperscalers, menos emisión de deuda y acciones, y menos presión sobre los bonos.
• Pero no un freno total: $MSFT , $AMZN , $META y $GOOGL ya se alinearon con grupos ambientalistas para un marco de desarrollo de data centers. Más lento, pero sigue.
• Trump dijo que no tiene planes inmediatos de atacar a Irán. Eso apoya la baja del petróleo, de las tasas y del dólar, y alivia las condiciones financieras.
• Se moderó el miedo a un giro fuerte a la izquierda: el impuesto a la riqueza en California parece bloqueado. Fue más un referéndum contra Trump que un giro al socialismo.
Lo que más me llamó la atención: el oro sube ~3%. McElligott lo lee como que el mercado tampoco espera disciplina fiscal con un gobierno demócrata.
En tasas no ve cambio de régimen. Leve sesgo a tasas más bajas, pero con inflación todavía alta y spreads de crédito más anchos, deberían seguir moviéndose de lado.
Ahora si all in?
Murphytrader retweeted
Ho ricevuto oggi a Palazzo Chigi il Presidente della Repubblica del Cile, @joseantoniokast. Nel corso del colloquio, abbiamo convenuto sulla necessità di rafforzare la collaborazione nel contrasto alle reti criminali transnazionali, responsabili di sottrarre risorse economiche allo sviluppo nazionale. Alla luce della dinamica particolarmente positiva delle relazioni bilaterali, abbiamo inoltre concordato di elaborare un Piano d’Azione che individui obiettivi concreti da realizzare in settori strategici quali energia, infrastrutture, minerali critici, difesa e spazio, anche con il coinvolgimento del settore privato.
Ho infine sottolineato i benefici, in termini di investimenti e diversificazione, derivanti da una più stretta collaborazione tra Italia e Cile anche nel quadro dei rapporti tra Unione Europea e America Latina.
Murphytrader retweeted
📈 ¡Gran noticia para la economía chilena! El Imacec no minero se recupera y supera su máximo histórico.
🚀 Tras caer desde su máximo anterior de octubre de 2025, la actividad no minera repuntó un +1,6% entre julio y septiembre de 2026, alcanzando su nivel más alto desde que existen registros.
Murphytrader retweeted
URGENTE — Binance ha sido hackeado.
Hubo un registro de una salida de al menos 2.27 mil millones de dolares.
Murphytrader retweeted
El ministro de Hacienda, Jorge Quiroz, prepara una exención tributaria para las microempresas: las que vendan hasta $100 millones al año dejarán de pagar impuesto a la renta.
ex-ante.cl/negocios/quiroz-l…
Murphytrader retweeted
#AtentoChile Hoy desde el Palacio de La Moneda, anunciamos un cambio histórico para la clase media: por primera vez en la historia, ampliamos el subsidio habitacional para acceder a viviendas de hasta 4.000 UF.
🏡 Pasamos del límite de 2.000 UF a 4.000 UF, lo que permitirá ampliar la oferta de viviendas disponibles para la clase media del 10% al 70%.
Además, este beneficio se puede complementar con FOGAES para facilitar el acceso al crédito hipotecario y ayudar a más familias que hoy pagan arriendo a cumplir el sueño de la casa propia.
Murphytrader retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Murphytrader retweeted
Trump will attack Iran in next few hours.
If he does not, Netanyahu will lose elections on Tuesday.
The moment Netanyahu loses , oil prices will crash below $70 sending stocks above $7800.
Global peace will prevail.
These 48 hours are of utmost significance.
Murphytrader retweeted
🚨TEXAS SUSPENDS DATA CENTER CONSTRUCTION AUTHORIZATIONS!
Texas regulators have tightened enforcement of data-center permitting restrictions, creating another potential bottleneck in the AI infrastructure buildout.
What’s happening:
• At least 17 construction-related authorizations reportedly suspended.
• Automated permitting temporarily disabled.
• Additional screening for data-center projects.
• Potential delays to site preparation and construction.
$IREN’s secured power, land and existing infrastructure is increasingly valuable as new developments face permitting hurdles.
However, future construction phases may still require additional approvals, creating potential timeline risks.
This may be able to slow down buildouts in Texas but it doesn’t make the bottleneck disappear. If anything it makes it more scarce.
Murphytrader retweeted
$SPX Stat time:
In the last 31 years, November in the S&P500 only saw 3 notable drawdowns:
Nov 2000: -8.01%
Nov 2007: -4.40%
Nov 2008: -7.48%
(We all know what happened in those infamous years...)
Every other November were either flat ish or very green.
5 more trading days until November 2026.
History is on your side bulls.
Murphytrader retweeted
Historic Degrossing: Hedge Funds Dump Most Tech Stock Since Sept 2024 zerohedge.com/markets/histor…
Murphytrader retweeted
$SPCX PT raised to $345 from $246 at Cantor
$SPCX PT raised to $224 from $200 at TD Cowen
$SPCX PT raised to $500 from $240 at JPMorgan
$SPCX PT raised to $230 from $210 at UBS
$SPCX PT raised to $300 from $254 at Barclays
$SPCX PT raised to $240 from $200 at Citi
$SPCX SpaceX story 'just starting to get interesting,' says Morgan Stanley, PT $300
Murphytrader retweeted
SpaceX Jumps On Blowout Quarter As AI Sends Revenue, EBITDA Soaring zerohedge.com/markets/spacex…
Murphytrader retweeted
$SPCX could be 400% undervalued
If @elonmusk is right and $SPCX were to reach $500B to $1T in ARR, market cap could potentially reach $10T on the more explosive side
That implies a share price of $759/share, assuming 13.17 billion shares outstanding with no further dilution
A man that works as hard as he does, I don't see why not
Elon Musk just issued one of the most aggressive revenue targets in corporate history.
SpaceX $SPCX believes it could exit 2027 at a $500B–$1T annual revenue run rate.
Its current run rate is approximately $58.4B.
Reaching Musk’s target would require:
• 8.6×–17.1× revenue growth
• $125B–$250B in quarterly revenue
• Approximately 54%–77% sequential growth every quarter
This is no longer primarily a rocket or satellite-internet forecast.
It is a bet that SpaceX becomes one of the largest AI-compute providers in the world within roughly 14 months.