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Payments 2.0: The Revolution Happening Off-Camera
When I started researching this topic, my intention was to write yet another piece about wallets, BNPL, and the race for the perfect checkout. But as I…
Jul 22
•
Eric García
2
The sporting event of the year: an investment in margin or an investment in relevance?
In the second quarter of 2014, someone at Nike’s offices in Oregon must have reviewed the numbers and run into an uncomfortable paradox: revenue had…
Jul 17
•
Eric García
2
The Processor Battle: NVIDIA Vera vs AMD EPYC in the Age of the Agentic Shift
There’s a quiet but profound shift happening at the heart of the world’s data centers. For years, the artificial intelligence narrative gravitated…
Jul 8
•
Eric García
3
2
Deep Innovation vs. Strategic Commercialization
When most analysts debate who is “winning” the artificial intelligence race, they make a category error: they assume there is only one scoreboard.
Jun 24
•
Eric García
6
5
Free Cash Flow at Lows, Valuation at Highs. Contradiction or Genius?
Imagine you buy shares of a company that just reported the highest operating margin in its history, a net income that nearly doubles the prior year’s…
Jun 8
•
Eric García
8
8
The World’s Most Profitable Bottleneck
There has been a narrative dominating semiconductor conversations for the last two years: NVIDIA, compute chips, accelerators, and the race to train the…
Jun 3
•
Eric García
4
6
GOOG Near Its Record Multiples: Exit Price or Stay?
Alphabet rose more than 12% in the last month.
May 29
•
Eric García
10
2
6
Problems? The Most Profitable Quarter in Its History and a Stock in Freefall
A reflection on the situation facing $KNSL and what the data actually say
May 25
•
Eric García
5
1
-10% in Three Days: What Really Happened with BRO
There are weeks when the market does exactly what you didn’t expect, and the week following Brown & Brown’s Q1 2026 earnings report was one of them.
May 22
•
Eric García
8
3
ASML and AMD Against the Overheated AI Wave: Where Is the Risk?
When the market has spent months celebrating every chip announcement as if it were the dawn of a new technological era, it’s worth pausing to ask the…
May 13
•
Eric García
7
2
2
The New Digital Protectionism
How Big Platforms Are Blocking Third-Party Agents to Impose Their Own
May 11
•
Eric García
4
3
DUOL: The Deliberate Bet — How Much Is It Worth Sacrificing Today to Dominate Tomorrow?
here are companies I know well.
May 6
•
Eric García
6
7
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