A $NVDA (NVIDIA Corporation) deu show no terceiro trimestre fiscal de 2026. A empresa facturou um recorde de 57 mil milhões de dólares, uma subida de 22 % face ao trimestre anterior e de 62 % em relação ao ano passado. Quase tudo veio da divisão de centros de dados, 51,2 mil milhões de dólares, mais... Show More Translate
𝘾𝙤𝙣𝙨𝙞𝙨𝙩𝙚̂𝙣𝙘𝙞𝙖 𝘼𝙘𝙞𝙢𝙖 𝙙𝙤 𝙈𝙚𝙧𝙘𝙖𝙙𝙤
𝙊 𝙋𝙤𝙧𝙩𝙚𝙛𝙤́𝙡𝙞𝙤 𝙦𝙪𝙚 𝙎𝙪𝙥𝙚𝙧𝙖 𝙤 𝙎&𝙋 𝟱𝟬𝟬 𝙚𝙢 𝟱𝟬%+
Uma vez mais, a nossa estratégia de high-conviction superou as expectativas, garantindo um robusto 𝗴𝗮𝗻𝗵𝗼 𝗱𝗲 +𝟮.𝟮𝟲% nos últimos cinco dias de negociação. Este... Show More Translate
𝗖𝗼𝗺𝗼 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗼 𝗼 𝗦&𝗣 𝟱𝟬𝟬 𝗲𝗺 𝗺𝗮𝗶𝘀 𝗱𝗲 𝟱𝟬% 𝗽𝗼𝗿 𝗮𝗻𝗼𝘀?
𝗦𝗲𝗺 𝗮𝗹𝗮𝘃𝗮𝗻𝗰𝗮𝗴𝗲𝗺, 𝗥𝗶𝘀𝗸 𝗦𝗰𝗼𝗿𝗲 𝟰 𝗲 𝗳𝗼𝗰𝗼 𝗲𝗺 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗼𝘀.
Mais uma semana, mais uma superação. Foi um teste à resiliência do mercado, mas o portefólio fechou com um ganho de +2,61%,... Show More Translate
𝗢 𝗢𝘂𝗿𝗼 𝗔𝗰𝗶𝗺𝗮 𝗱𝗼𝘀 $ 𝟰.𝟬𝟬𝟬/𝗼𝘇 𝗲 𝗮 𝗙𝗼𝗿𝗰̧𝗮 𝗱𝗮 𝗔𝗜
𝗗𝗲𝘀𝘁𝗮𝗾𝘂𝗲𝘀 𝗱𝗲 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗲 𝗟𝗶𝗱𝗲𝗿𝗮𝗻𝗰̧𝗮 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁𝗲
Caros copiadores,
A Semana 42 foi um laboratório de testes para a nossa estratégia, e o nosso portefólio saiu vitorioso. Enquanto os... Show More Translate
𝗦𝗲𝗺𝗮𝗻𝗮 𝟰𝟭 𝗰𝗼𝗺 𝘃𝗲𝗻𝗰𝗲𝗱𝗼𝗿𝗲𝘀 𝗰𝗹𝗮𝗿𝗼𝘀 𝗲 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝗱𝗮𝗱𝗲 𝗮 𝗯𝗮𝘁𝗲𝗿 𝗼 𝗦&𝗣 𝟱𝟬𝟬 𝗲𝗺 𝟱𝟬%+
Esta semana foi marcada pela incerteza em Wall Street, mas o meu portefólio provou, uma vez mais, a vitalidade da gestão de risco e da diversificação inteligente. Enquanto... Show More Translate
𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, 𝗘𝘀𝘁𝗿𝗮𝘁𝗲́𝗴𝗶𝗮 𝗲 𝗢𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝗱𝗮𝗱𝗲𝘀
Os Vencedores e a Superioridade do Portefólio: A Semana 40 confirmou a força da nossa estratégia de longo prazo. Enquanto o mercado dançava ao ritmo da incerteza, os nossos pilares de crescimento e infraestrutura brilharam intensamente.
Os... Show More Translate
👋 Pessoal, para quem acompanha $NFLX (Netflix, Inc.) (ou está de olho numa entrada disciplinada), publiquei no X uma análise direta ao ponto sobre fundamentais, técnico e risco de sentimento no caso Musk vs. Netflix. Vale pela visão equilibrada: onde vejo valor, onde mantenho prudência e como gesto... Show More Translate
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Thu Dec 04 2025 09:32:15 GMT+0000 (Coordinated Universal Time)