We came across a bullish thesis on Banco BBVA Argentina S.A. on Jeremie Boyer’s Substack. In this article, we will summarize the bulls’ thesis on BBAR. Banco BBVA Argentina S.A.’s share was trading at $16.36 as of July 30th. BBAR’s trailing P/E was 11.24 according to Yahoo Finance.
The CEO of the retail bank standing in front of the company’s logo, pointing to the future of the business.
Argentina, long plagued by boom-bust cycles, may now be entering a period of macroeconomic...
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
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In fact, Verge argues this company’s supercheap AI technology should concern rivals.
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