Everglades Capital

Always looking for events not priced in.

Not financial advice, act according to your own convictions.

[Everglades Capital @EvergladesCap]

@strobel_gustavo @LifeTrailBlazer @ManfroiRenato Pode dar uns exemplos do que pode causar problemas ?

[Everglades Capital @EvergladesCap]

@Mr_Derivatives British

[Jacob Eiting @jeiting]

pre-ai, bad ideas were just bad ideas, now bad ideas are bad ideas with charts and tables

[Everglades Capital @EvergladesCap]

@heydomoshi Poison pill time

[Everglades Capital @EvergladesCap]

@Freyy_is Alright, now write a prompt that avoids all of these and we are golden hahaha

[Everglades Capital @EvergladesCap]

@alangsilveira @brunofaggion $LLY já tá precificado na perfeição

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Everglades Capital @EvergladesCap]

@jvrattes 25% a 35% de chance de pelo menos um corte por lesão.
Rogério em 1970, Clodoaldo e Wendell em 1974, Careca em 1982, Cerezo e Mozer em 1986, Mozer e Ricardo Gomes em 1994, Romário, Márcio Santos e Flávio Conceição em 1998, Emerson em 2002, Edmílson em 2006 e Daniel Alves em 2018

[Everglades Capital @EvergladesCap]

@_matheusfla Ué deviam ter dado mais minutos pra ele então

[Everglades Capital @EvergladesCap]

@iAnonPatriot @grok can you fact check this?

[Everglades Capital @EvergladesCap]

Huge if true

[Everglades Capital @EvergladesCap]

@Kidsmealstudios Bag holders love dilution huh

[Invest In Assets 📈 @InvestInAssets]

Forward PE and the subsequent 10-year returns of S&P 500 historically:

[Everglades Capital @EvergladesCap]

@investidorhelp Mas a BYD assumiu o risco de engenharia. Normal, segue o jogo

[Everglades Capital @EvergladesCap]

@namcios @hamptonism Um dos diferenciais da Bloomberg é a velocidade e latencia dos dados, e isso é bem difícil replicar. Mas ficou irado, me convenceu a ir testar.

Sempre quis fazer um sistema para identificar anomalias em opções

[Marcelo Prado @mprado]

What if the Silicon Valley HBO intro covered 2020–2026?

[Everglades Capital @EvergladesCap]

@SelecaoTalk The striker reeeaally made an effort so he didn’t get an assist

[Everglades Capital @EvergladesCap]

But they are selling less overpriced food onboard, so let’s call break even?

[Polymarket @Polymarket]

JUST IN: Weight loss drugs like Ozempic on track to save U.S. airlines more than half a billion dollars in fuel costs this year.

[Everglades Capital @EvergladesCap]

@Polymarket But they are selling less overpriced food onboard, so let’s call break even?

[Everglades Capital @EvergladesCap]

Whenever I see the S&P500 beating record over record, and people claiming the economy is booming, they conveniently forget that inflation also drives stocks up

[Heisenberg @Mr_Derivatives]

Ladies and gentleman, I present to you…

Venezuela’s Stock Market.

Up over 150,000% in 5 years.

#hyperinflation