acoessimples 🇵🇹

estou mais pelo Instagram (agora devo estar mais pelo twitter afinal)

[acoessimples 🇵🇹 @acoessimples]

Acredito em "accountability"

Daí começar a responder mais pelo Twitter a coisas do Instagram, visto que assim fica eterno e serve de evidência.

E assim também podem comentar e concordar ou discordar e o mundo todo ver

[acoessimples 🇵🇹 @acoessimples]

SpaceX

[Elon Musk @elonmusk]

Interesting analysis

[acoessimples 🇵🇹 @acoessimples]

@Sushank7777 @CAronitpereira This

[acoessimples 🇵🇹 @acoessimples]

@jiratickets This is slight misinformation. He used to do it on Mondays

[acoessimples 🇵🇹 @acoessimples]

@DeepIceValue Skill issue

[acoessimples 🇵🇹 @acoessimples]

$INTC

[Jim Keller @jimkxa]

@p_ferragu I think a great Intel is worth $1 trillion. Seems a little careless to throw w it away

[acoessimples 🇵🇹 @acoessimples]

$intc to see later

[A2THEZ @awakenowzone]

Great recap of $INTC recent history

[acoessimples 🇵🇹 @acoessimples]

@awakenowzone Thanks for the list 👍

[acoessimples 🇵🇹 @acoessimples]

@DividendGrowth Engagement farming yeahh

[acoessimples 🇵🇹 @acoessimples]

@BoringBiz_ I really want to know what happened to this guy

[acoessimples 🇵🇹 @acoessimples]

Analysts and $intc

[A2THEZ @awakenowzone]

Back when $INTC was at $20, analysts tried to convince us that the GPU-CPU connection was somehow bad for Intel. LOL.

Now it’s becoming clearer by the day that GPUs and CPUs actually have a deeply symbiotic relationship in AI.

Thankfully, I don’t take analysts seriously. If I did, I would’ve sold my shitton of $INTC shares a long time ago.

[acoessimples 🇵🇹 @acoessimples]

@LongGameEquity Get gud

[acoessimples 🇵🇹 @acoessimples]

$intc

[A2THEZ @awakenowzone]

The moment Elon realized he needs an alternative to TSMC.

$INTC

[acoessimples 🇵🇹 @acoessimples]

$INTC

[Intel @intel]

Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology.

Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics.

It was fun hosting @elonmusk at Intel this past weekend!

[acoessimples 🇵🇹 @acoessimples]

@Turbolag12 Fr fr

[acoessimples 🇵🇹 @acoessimples]

$NVDA

[Michael Burry Stock Tracker ♟ @burrytracker]

26 years ago today, the dot-com bubble peaked

At the time, these were the biggest tech companies on earth:

• Yahoo: $125B company → delisted
• Sun: Powered the internet → gone
• Intel: Dominant chipmaker → -20%
• Cisco: Most valuable stock → flat
• Microsoft: The "boring" pick → +720%
• Amazon: A bookstore → +6,290%

But the company nobody was watching in 2000:
Nvidia → +73,000%

The next Nvidia is out there right now

[acoessimples 🇵🇹 @acoessimples]

@zerohedge Portugal does not have 31 at all

[acoessimples 🇵🇹 @acoessimples]

$ADBE

[Hated Moats Investor @HatedMoats]

Just a little reminder about this disrupted business.

$ADBE

[acoessimples 🇵🇹 @acoessimples]

$adbe $fig

[Judge Holden @the_judge1111]

A great reminder that letting startups grow into independently successful businesses, rather than be bought up by existing giants, can generate enormous value.

A win for employees, investors, innovation, and the public.

Right? Right?

[acoessimples 🇵🇹 @acoessimples]

$intc

[Ally @treasureh8nter]

For 2026, Intel is lowering capex to below last years $18B, at roughly $15B or so….. 😭

TSMC meanwhile will be INCREASING capex to almost $60B this year (+36% increase from 2025) 😱

What does this tell you?

It tells me that Intel’s anticipated 2026 capex drop below $18 billion (2025 level) suggests financial caution amid restructuring, foundry losses, and competitive pressures, potentially signaling slower growth and cost-cutting despite IDM ambitions…..

While TSMC’s aggressive spending reflects dominance (60%+ foundry share) and AI tailwinds, boosting yields and revenue CAGR.

Intel’s restraint highlights recovery challenges versus AMD and TSMC….. ☝️

Put simply TSMC is growing rapidly while Intel is continuing to slowly decline…..

$INTC $TSM

[acoessimples 🇵🇹 @acoessimples]

@seanmcginnis @moninvestor Evidence says it's 20