Hugo Alexandre Neves Ferrão
Hugo Alexandre Neves Ferrão @hugoferrao

Resultat
Alla

20.10%2025
2025
28.68%2024
2024
31.69%2023
2023
-25.75%2022
2022
-5.24%2021
2021
31.7%0%-31.7%
Diskussioner
Hugo Alexandre Neves Ferrão
Portugal
20 tim
If JPMorgan is calling for almost 20% upside in China and Hong Kong stocks by 2026, can global investors really afford to stay underweight this market? Big picture: JPMorgan expects Chinese A-shares and Hong Kong equities to extend their 2025 rebound into 2026, with nearly 20% upside supported by resilient... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
1 d
If Wall Street is treating the Netflix–Warner deal as “done,” are investors underestimating how much Paramount’s hostile bid could still rewrite the Hollywood script? Context: Warner Bros. Discovery (WBD) is at the center of a takeover battle. On one side is Netflix, which has agreed a deal to buy WBD’s... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
2 d
If Washington is quietly reopening the door for Nvidia’s AI chips in China, are investors fully pricing in what this could mean for NVDA’s growth? What was decided: Trump gave Nvidia the green light to sell its H200 AI chip to China, after months of tight restrictions on exports of advanced AI technology... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
6 d
Redigerad
📺 Netflix in “Hollywood takeover” mode? Media reports (Bloomberg, Reuters, FT, etc.) say Netflix has entered exclusive negotiations with Warner Bros. Discovery to buy its film/TV studio business and streaming (HBO / HBO Max), in a deal reportedly valued around $28–30 per share, implying roughly $70–75bn... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
9 d
The Bank of England has just warned about signs of a potential “bubble” in AI-related stocks, noting that US equity valuations are approaching levels last seen during the dot-com boom. Are we living through a genuine AI revolution or just replaying 1999–2000 with new tickers? 👉 Vote in the poll: What... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
9 d
🚀 Revolution > dot-com era
100.00%
📉 Bubble like 2000
100.00%
🔄 Bull market pullback
100.00%
🤔 Too early to tell
100.00%
42 Röster
Hugo Alexandre Neves Ferrão
Portugal
9 d
🚀 Revolution > dot-com era
100.00%
📉 Bubble like 2000
100.00%
🔄 Bull market pullback
100.00%
🤔 Too early to tell
100.00%
42 Röster
Hugo Alexandre Neves Ferrão
Portugal
9 d
Was November’s tech “fear moment” just a dip in a longer AI bull market? After the ECB’s warnings about excessive equity valuations – especially in AI-related stocks – BNP Paribas is sending a different message: the bank believes the November tech sell-off is already over. Viktor Hjort, Global Head... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
9 d
@SeanWilson2001 Hi, thanks for starting to copy my strategy on eToro 👋 My investment method consists of: 🟢 Long-term investment: All my investments are made in the long term. If you want to get rich tomorrow, don't count on me. 🟢 Global Diversification: Various markets, geographies and assets. 🟢... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
15 d
Are we underestimating the risk of a sharp correction in AI and big tech stocks after this rally? The European Central Bank has just issued another clear warning: stock prices could fall sharply if market sentiment turns. Since April, global indices have hit new highs and credit spreads are near historically... Visa mer Översätt
Hugo Alexandre Neves Ferrão
Portugal
15 d
$AMD (Advanced Micro Devices Inc) $BABA (Alibaba-ADR) $ORCL (Oracle Corporation) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $AVGO (Broadcom Inc)
Hugo Alexandre Neves Ferrão
Portugal
17 d
1. What was the dot-com bubble? In the late 1990s, any company with “.com” in its name could raise money and go public. The Nasdaq rose about 400–600% between 1995 and the peak in March 2000, with absurd average P/Es (around 200 for many tech stocks) – lots of companies had no revenues, let alone profits. When... Visa mer Översätt

Om Hugo Alexandre Neves Ferrão
Portugal
Strategi: Multistrategi

My investment style is long term, I do not use leverage or short positions.
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