Andre

.

[Andre @andre41552503]

@Nebraskangooner Brazilian guy here need it!

[Andre @andre41552503]

@Nebraskangooner Brazil

[🐧 @Pentosh1]

$UUUU

The future, is nuclear just hopefully not in the war sense

US based critical minerals company with strong macro tailwinds. Especially with AI data center buildouts and diversifying into rare earths and a strong balance sheet.

I view this one as a longer term play, not one that is going to provide multiples like we are seeing in many of the AI sectors fwiw.

We will get some more guidance on this shortly. and hopefully some more government support for domestic supply chains

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

$EWZ

Why aren't you bullish on Brazil?

Brazil is no longer just a cyclical commodity play. Instead, it's capturing far more value from the AI buildout than many realize.

Think of it this way...

AI is not just a software revolution - it's a mineral intensive industrial transformation:

-> GPUs
-> Cooling systems
-> Humanoids
-> Precision motors

They all need huge levels of critical minerals of which most are held in China.

Brazil holds the world's second-largest rare-earth reserve and it's no longer just an exporter of raw materials.

Every hyperscaler needs a NON-CHINESE rare earth hedge, and so far, that is turning out to be Brazil.

And this is only a small piece of the thesis. Add in:

1. Whilst the US and Europe wait years to connect a data center to the grid...Brazil is authorizing multi-gigawatt AI campuses powered by surplus renewables.

2. Real rates are falling as the dollar weakness. That should re-rate long-duration AI infrastructure assets and this is where Brazil is strong.

Long Brazil.

What are your top Brazilian stocks?

[ChrisO_wiki @ChrisO_wiki]

1/ The world is facing a 'ticking time bomb' from its supply of oil, according to a briefing note from JP Morgan. Physical scarcity of oil is about to unfold across the globe, spreading sequentially through April from east to west, causing major economic disruption worldwide. ⬇️

[Nav Toor @heynavtoor]

BREAKING: AI can now analyze stocks like Wall Street analysts (for free).

Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals (Save for later)

[StockSandbox @StockSandbox]

Nobody's talking about $LAND and that's exactly the point

Everyone is busy chasing overpriced AI related plays while $LAND has just sneakily put in its bottom

Gladstone Land owns 150 farms across 15 US states. They also own 55,000 acre-feet of water rights in California. Physical farmland. Real dirt. Real food.

Why now?
- Zero AI exposure. Contrarian play
- People eat regardless of what the Fed does
- Water scarcity in California is structural and worsening - Rate cut cycle just beginning REIT multiples expand directly
- 5.1% monthly dividend while you wait Q4 AFFO just jumped to $0.38/share on record participation rents

3 year Wyckoff accumulation just broke out on the highest volume in years, looking for pull back around $11 for entry.
@IncomeSharks @Nebraskangooner

[Andre @andre41552503]

@Nebraskangooner Throw a Corinthians flag on this wall, you won’t regret it!

[Andre @andre41552503]

@Nebraskangooner @scottmelker See y’all on October 2026

[Andre @andre41552503]

@Nebraskangooner Bonds auction

[Karl Mehta @karlmehta]

Major Breakthroughs in US-China Trade Negotiations.

The US-China trade standoff just ended with a historic 90-day agreement.

Chinese officials made THREE major concessions the media isn't reporting.

You won’t believe what you’re about to hear.

A Thread🧵

[Andre @andre41552503]

@avenue_us Ja a uma semana sem conseguir acessar valores, lucro/prejuizo de ações

[Andre @andre41552503]

@REALCULTNEWS @brian_armstrong That’s great Lmao

[Andre @andre41552503]

@Pentosh1 Don’t do this with me Sr.

[*Walter Bloomberg @DeItaone]

TRUMP SIGNING ORDER RELATED TO ORDER RELATED TO CRYPTO -AIDE

[Andre @andre41552503]

@REALCULTNEWS Where’s the Enphase battery sir?

[Andre @andre41552503]

@REALCULTNEWS $EDiT

[Andre @andre41552503]

@Nebraskangooner $ETH