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Alejandro Isla set a target on Bitcoin

Delphi One’s Outlook on Bitcoin

2 public sections updated · explore the latest research on BTC.

Alejandro Isla’s Outlook on Bitcoin

2 public sections updated · explore the latest research on BTC.

Dan’s Outlook on Bitcoin

2 public sections updated · explore the latest research on BTC.

Natasha Ritzer’s Outlook on Bitcoin

2 public sections updated · explore the latest research on BTC.

Dan 🫧’s Outlook on Bitcoin

2 public sections updated · explore the latest research on BTC.

Grupo Aval's infrastructure investments are NOT yielding high returns

Grupo Aval's investments in infrastructure projects are underperforming, resulting in lower-than-expected returns and negatively impacting the company's profitability.

Grupo Aval's loan portfolio quality is NOT improving

Despite efforts, the company continues to experience high levels of non-performing loans, indicating a deterioration in loan portfolio quality.

Grupo Aval's digital banking adoption is NOT accelerating

Grupo Aval is facing challenges in enhancing its digital banking services, leading to stagnant customer engagement and a loss of market share in the digital financial services sector.

SOXX is not expensive right now.

At 9X book value and a P/E of 54.6X SOXX is not expensive right now. The market is overlooking the potential AI has for biotech.

Bitcoin benefits from DXY bear flag breakdown

Bitcoin benefits from the DXY bear flag breakdown, showing a clear reversal pattern that signals a potential upside move for BTC as the market anticipates a bullish trend.

Global chip shortages will NOT ease by year-end

Persistent supply chain disruptions and limited production capacity will continue global chip shortages beyond the end of the year.

Semiconductor companies will NOT expand margins

Rising raw material costs and competitive pricing pressures will prevent semiconductor firms from expanding their profit margins.

AI demand will NOT drive semiconductor growth

The anticipated AI-driven demand for semiconductors will not materialize as expected, leading to stagnant growth for chip manufacturers.

Bitcoin drives global financial inclusion and innovation

Bitcoin’s decentralized nature and borderless accessibility empower unbanked populations and foster innovation in digital finance, making it a catalyst for global economic growth despite regulatory challenges.

Tesla, Inc. experiences margin compression from aggressive price cuts

Tesla's repeated price cuts have significantly reduced its auto gross margins from over 25% to around 16-17%. This margin compression pressures profitability as input costs rise, challenging Tesla's ability to sustain earnings growth in a competitive market.

Bitcoin security budget will not decline over time

As Bitcoin adoption expands, different use cases and incentives will make up the shortfall in mining rewards securing the network.

BTC safe-haven thesis fails — gold surges while BTC tracks equities

Gold at $4,844 (+2.16%) while BTC at $73,818 (-0.08%) diverge in risk-off conditions. F&G at 23 (Extreme Fear). IMF Spring Meetings warn Hormuz closure risks global recession — compressed risk appetite keeps BTC correlated to equities, not gold.

Google’s valuation underestimates AI-driven monetization in India.

India’s massive user base and rising digital adoption position Google to expand monetization through AI-led products like Gemini. Jio distribution accelerates user onboarding, while improving ad intensity and ecosystem lock-in drive long-term earnings growth.