¿Se está equivocando el mercado? Meta y Alibaba cambian la narrativa

Want to build a portfolio with the trends transforming the markets? Schedule a personalized consultation with a GBM expert here: https://form.typeform.com/to/rI7Ofdbz... Last week delivered a crucial message for investors. The market is no longer just rewarding the promises of Artificial Intelligence. It's starting to recognize companies that are demonstrating their investments can translate into growth and profitability. In this episode of Terminal GBM, we analyze three stories that reflect this shift in the narrative: Meta, Alibaba, and emerging markets. What you'll learn: Why Meta rose nearly 10% in two days. What Meta's new focus on AI infrastructure means. Why Alibaba is once again attracting attention. What's happening in Brazil and other emerging markets. The Importance of Combining Growth with Attractive Valuations Chapters 00:00 - Introduction and News Summary 00:18 - Meta: AI, New Models, and Computing Capacity 01:30 - Meta Infrastructure: Iris Chips and Alliances 02:15 - Meta's Narrative Shift and Price Target 03:39 - Alibaba: Rebound and Potential in the Chinese Market 05:21 - Emerging Markets: Inflation in Brazil and Fintechs 06:25 - Sea Limited and Global Diversification 07:12 - Conclusions: From Advertising Companies to Infrastructure 07:54 - SK Hynix and the Memory Market The best opportunities aren't always where everyone is looking. They often appear when the narrative begins to shift. Subscribe for more analysis on Terminal GBM. #TerminalGBM #GBM #Meta #Alibaba #ArtificialIntelligence #EmergingMarkets #WallStreet #Investments #Semiconductors #AI The opinions expressed are personal and do not represent the position of GBM or any institution. This content is for informational purposes only and does not constitute financial advice.