Paulo Santos
@ThinkFinance999
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Idea Generator is about deep value. It gives you access to simple, deep value ideas structured in a risk-managed Portfolio.
Portugal
Joined June 2012
This can't be real.
*LUTNICK: ISSUING GDP ON THE BLOCKCHAIN.
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A small comment on possibly customers' cars not having all the necessary hardware to earn money as robotaxis:.* They better have it, as the ability for them to be robotaxis, as well as a NPV of $200,000 or so each, from being robotaxis, came from $TSLA itself. The ability was in
Just had my first @tesla Robotaxi rides. Thanks to @teslaownersSV for getting me an invite. Tried to record in my Vision Pro but that quickly stopped working because its sensors get confused at night in a moving vehicle. But learned a lot from the driver. Yes a human was still
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RT @AlanaDLevin: Breaking: company with revenue model significantly harmed by lower interest rates up nearly 10% on news that the Fed might….
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In favor of what?.
POWELL: FED ABANDONING 2020 FLEXIBLE AVERAGE INFLATION TARGETING FRAMEWORK.
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At the end of the day, it seems the FED continues to be geared towards supporting any existing bubble, as well as, when the bubble breaks, to feed another.
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Caved to Trump? Afraid of being arrested?.
*POWELL: SHIFTING BALANCE OF RISKS MAY WARRANT ADJUSTING POLICY.
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There goes the interest rate cut.
🔴 US S&P MANUFACTURING PMI FLASH ACTUAL 53.3 (FORECAST 49.7, PREVIOUS 49.8) $MACRO.
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$TSLA is facing a NHTSA probe over delayed crash reporting involving driver assistance systems.
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RT @charliebilello: US Investment Grade Credit Spreads have moved down to 0.75%, their tightest levels since July 1998. Investors are reac….
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(I'm not posting this now as some kind of recommendation or timing, just making an observation regarding their business' nature).
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$CRWV has a problem few talk about. It's a marginal provider of computing capacity, and most of its main customers have large computing capacity themselves. If ever there's a negative cycle, their customers will be using their own computing capacity, and Coreweave will feel any.
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There are other models like this. A chunk of $ADBE's market will simply disappear.
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This likely leaked, considering today's market behavior.
META TO DOWNSIZE AI DIVISION, SOME EXECUTIVES EXPECTED TO LEAVE: NYT.
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RT @allenanalysis: One of the richest CEOs on Earth walks into the White House, on live TV, hands the President a literal bar of gold like….
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This must be misstated. Lowering the deficit doesn't pay down debt - it merely decreases the speed at which the debt grows.
BESSENT: WILL USE TARIFF REVENUE TO PAY DOWN U.S. DEBT, BRING DOWN DEFICIT TO GDP.
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OMG the crypto grifters aren't managing to rob the Treasury. What a disaster.
🚨 BESSENT ON CRYPTO RESERVE: NOT GOING TO BE BUYING IT, WILL USE CONFISCATED ASSETS.
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It's interesting to check if this will repeat.
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China's NEV market growth is finally slowing down (though still growing). This will make it harder for everyone, $BYD and $TSLA included, with the exception of Xiaomi (massive backlog).
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After blocking the purchase of many profitable, dividend-paying, HK equities, now $IBKR puts an "L" in front of nearly all HK smallcaps, indicating "low liquidity". What a stupidity. Liquidity is not an attribute of a stock, it's an attribute of the market's attitude towards a.
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