Grundregelwerk

Diego Marrero

@diegorevs88

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My working pad of names I actually watch, not the ones people flex on Instagram. Miami brain, global tape. Bit of home bias with the cruise lines and concrete, bit of tech because, well, numbers don’t lie. This is the stuff I’d still argue about over caldo gallego at 11 p.m. when the warehouse gallery DJ finally kills the lights.

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Grundregelwerk — 4 items
Name	Ticker	Company	Sector	Role In Portfolio	My take
1NVIDIA	NVDA	NVIDIA Corporation	Semiconductors / AI	Core growth engine	The pick-and-shovel for the AI gold rush. Volatile, sí, but every model in that Allapattah loft is secretly running on this thing.
2Royal Caribbean Group	RCL	Royal Caribbean Group	Cruise / Travel	Cyclical with local flavor	Miami DNA all over this one. When the Port is packed on a Sunday, you can basically hear the revenue run-rate from Brickell.
3Lennar	LEN	Lennar Corporation	Homebuilding	Housing beta play	If you live in Miami and don’t track a homebuilder, you’re missing half the story. Rates move, this chart twitches like a cafecito addict.
4Norwegian Cruise Line	NCLH	Norwegian Cruise Line Holdings Ltd.	Cruise / Travel	Higher-risk leisure lever	Same docks, different crowd. More levered, more drama. Fun trading vehicle cuando el turismo está encendido.