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El Oráculo · GOOGL: caida de 3.4% sin catalizador propio
GOOGL cayó 3.45% hoy arrastrada por el alza de yields del Tesoro US y el ruido macro general, no por un catalizador propio negativo. El setup actual es casi idéntico al del 18/09 (distancia kNN 8.7, el más cercano del histórico), que resultó en acierto modesto de +1.55%, y al del 09/09 (distancia 22.4), que dio +5.67% en 3 días. El papel está apenas -1.11% debajo de su MA20 con momentum -1.26%, lo que sugiere que la presión vendedora es de corto plazo y no estructural.
El Oráculo
Jueves 24 de septiembre de 2026
| GOOGL | CEDEAR |
■REZAGO VS MERCADO CON SETUP HISTORICO FAVORABLE
Target +2.8% · 3 sesiones
|
Conf. 6/10 |
Prob. 62% |
Target +2.8% |
Stop -2.5% |
GOOGL: caida de 3.4% sin catalizador propio
El dato clave
Vol_ratio 1.48x, -8.94% vs high 60d, earnings en 34 dias
La tesis
Contexto
Esta no es una recomendación de inversión. La información publicada es general y no contempla situaciones particulares. Operar en mercados financieros implica riesgo de pérdida. Consultá con un asesor financiero registrado antes de tomar decisiones (Ley 26.831).
313c91706603bfd905be69341e147e82d8d2f24651b3aaf58f12ca50165bb89c y quedó anclada a Bitcoin (OpenTimestamps). No fue editada.Keep reading
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El Oráculo · T31Y7: LECAP 84 bp cheap vs curve
The curve model flags T31Y7 as cheap with a residual of 84.78 bp compared to its fixed rate peers, the largest visible dislocation in today's bond universe. With positive momentum of +2.5% over 20d and the price just -0.31% off its 60d high, selling pressure does not explain the dislocation — a pricing lag in a relatively less liquid instrument is more likely. Convergence to curve fair value should materialize in 3-5 trading sessions as market makers adjust.
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El Oráculo · BBD: up 3% despite Lula shock on 5x vol
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El Oráculo · NU: systemic selloff erases UBS upgrade
NU falls -2.19% today on volume 3.56x average, dragged down by the broad tech selloff (Nasdaq -2.6%) following Meta's capex noise. The UBS upgrade to $20.50 on 20/10 generated +5.8% that day, but today's systemic panic is erasing part of that move with no fundamental deterioration in the business. With earnings 20 days away, there is no surprise risk within the horizon, and historically similar setups show 3 consecutive wins in comparable configurations.