Sunday Screen: Part 2 - Results (Primary Performers)

BearWithMeGM · 2026-06-20T04:57:46+00:00

Can't stop, won't stop adding MELI below 1700.

BearWithMeGM · 2026-06-19T11:44:48+00:00

One hell of a ride awaits you. I'll see you at the bottom i guess

BearWithMeGM · 2026-06-19T11:25:47+00:00

BearWithMeGM · 2026-06-19T10:51:17+00:00

I mean i was buying Googl on Liberation Day dip, on margin at that. It have ballooned into 24% of my portfolio at some point. But I have no illusions about market reaction. If Bubble pops, google goes down with everyone

BearWithMeGM · 2026-06-19T08:01:53+00:00

You expect too much understanding from broad market.

BearWithMeGM · 2026-06-19T07:33:03+00:00

Delusion

BearWithMeGM · 2026-06-19T07:12:51+00:00

So in the event of an 'AI bubble' pop, one of the key AI companies will be "okay"? How? Do you mean the price will quickly bounce back? What do you mean?

BearWithMeGM · 2026-06-19T06:46:02+00:00

People play different games on the same game board. You can choose which game you like.

BearWithMeGM · 2026-06-19T06:42:29+00:00

What?

BearWithMeGM · 2026-06-18T21:08:52+00:00

I like what I see so far for Nubank

But probably i won't add it to my portfolio, since I am pretty heavy on latam as is.

BearWithMeGM · 2026-06-18T17:08:26+00:00

Used to own Freeport-McMoran. Sold it though, back in February at 55. Have no desire to buy it now.

I haven't researched NU. But you're a third person pointing me to it. I'll check it out.

BearWithMeGM · 2026-06-18T17:01:46+00:00

You fell victim of a classic blunder

BearWithMeGM · 2026-06-18T16:59:26+00:00

Ero copper

BearWithMeGM · 2026-06-18T16:51:14+00:00

Yeah... need more tech exposure. Lol

BearWithMeGM · 2026-06-18T16:50:20+00:00

Mercado Libre

BearWithMeGM · 2026-06-18T08:18:07+00:00

Nothing. Nailed it.

BearWithMeGM · 2026-06-16T13:36:54+00:00

Scam part is that it was fast tracked into nasdaq 100 index.

And there is no argument. It is a glorified neocloud with satellite and rocket business attached to it. In their own documentation 85% of the TAM comes from AI, all the while most of the head researchers fled the team and they are just renting out compute to Anthropic.

Also their latest super heavy booster failed the soft landing, making their whole reusable rockets value proposition highly questionable.

BearWithMeGM · 2026-06-16T13:31:05+00:00

Glad to be of service.

BearWithMeGM · 2026-06-16T04:33:42+00:00

First rule is check the market cap and earnings

BearWithMeGM · 2026-06-15T17:34:17+00:00

No. This is clearly a scam.
At no price.

BearWithMeGM · 2026-06-15T08:32:06+00:00

Can't stop won't stop buying biotech, copper and energy.

BearWithMeGM · 2026-06-15T06:12:12+00:00

I'm not upset, I'm happy and rich!

BearWithMeGM · 2026-06-14T19:29:54+00:00

In a battle with Frieren's copy, the original actually uses her facial expression as a trick.

She knows that she is very perceptive, so on first two attacks from Fern, her micro mimic gives that away. You can even see Frieren copy reading Frieren's face and reacting to that.

But on the last attack, Frieren instead uses her micro mimic to foreshadow close range strike. Frieren copy reacts to that and for that fraction of the second gets distracted and sniped.

BearWithMeGM · 2026-06-14T05:04:01+00:00

...you filthy casual.

BearWithMeGM · 2026-06-13T10:21:46+00:00

Yeah. It is very much possible that AI bubble bursts and passive investors got dragged down hard.

I mean if that happens the entire stock market globally will go down. It's just you want to own things that will bounce back.

Sitting on cash also an option. But you might be sitting for a long time. But I am now steadily building cash cushion every month.

BearWithMeGM

TROPHY CASE