Sérgio Ferreira

[Sérgio Ferreira @jssgf]

@jm_jonet Kompensan?

[Sérgio Ferreira @jssgf]

@PrinceOfGoodT @DimitryNakhla @TheLAPurchaser @DimitryNakhla what are ur thoughts on INTC?

[Sérgio Ferreira @jssgf]

@Hina_isb You never actually know if the left and right earbud have the same value.

[Sérgio Ferreira @jssgf]

@jbizarro Disseste tudo. Não podemos continuar a compactuar com uma Liga que há décadas deixa passar impune uma das maiores máfias das história desportiva mundial. Se o Benfica saísse, a liguinha portuguesa implodia.

[Idri ⚽️🫶🏻 @idriball]

O Diego Moreira entrou com algo a provar. Era a oportunidade de mostrar ao Benfica aquilo que perdeu por não lhe dar o que ele queria

Acaba por ser poético que quem o impediu de brilhar tenha sido um miúdo da formação, que renovou quando podia ter seguido o mesmo caminho que ele

[JOliveira10 @JOliveira10_]

Respect the show

[SL Benfica @SLBenfica]

Salvador, esta é a tua casa! 🦸‍♂️🏠

#FundaçãoBenfica

[Sérgio Ferreira @jssgf]

@realroseceline When Will it be released ?

[Prepared Remarks @P_Remarks]

If Mark did what investors wanted in 2004-2022 the company would be dead 5 times over by now.

He is one of the best CEOs ever, & still one of the best CEOs today whether you like the capex or not.

There is nothing wrong with taking a big swing at a bet that has enormous upside.

[Sérgio Ferreira @jssgf]

@JNCsport Parabéns João Nuno.
Enquanto assíduo espectador das transmissões do BI, merecido destaque que tens recebido!
🔴⚪️

[Sérgio Ferreira @jssgf]

@VVermelha Deixou de comer gelados com a testa

[Barnacle Taintpipe @BarnieTaintpipe]

For the 5 people that care about BaaS, $CCB was absolutely nuked for -45% this morning post-earnings.

One partner, not disclosed by name by management, is undergoing concerns related to financial condition (related to credit performance) and caused Coastal to create an insanely large one-time provision.

That partner's name is very likely to be LendingPoint. Lots of turnover, RIF, restructuring + capital raises.

[Capital Mindset @capital_mindset]

There is a widespread epidemic of misleading information online. X is saturated with accounts that generate content that is, on balance, net negative in value. Misleading information doesn’t have to be outright fabricated; it can also take the form of lies by omission sharing a slice of the truth while deliberately excluding crucial context to steer you toward a preferred narrative.

If, as an investor, you can learn to filter and dissect this kind of content, it ultimately works to your advantage.

For example the attached post. Not Jukan but the news itself as he is simply reacting.

"Checks source.... oh so its fake.

Looks into it... ah they are testing, mass production for 2027 at the earliest.

Yeah checks out typical trash news posting incomplete or fake information. Nonetheless nice to see how sensitive markets are to it."

$ASML's moat isn't really being harmed here. The AI infra trade is down roughly 20% in aggregate with many of the fabled bottlenecks being down 50% or more.

I continue to like $TSM & $NVDA in mega cap land with $SKHY presenting adding opportunities although I still prefer adding to the intentional listings given the premium. July didn't disappoint in being a momentum factor pullback but I don't really see the trade ending here, just seems like a reset. Lots of retail getting wiped out or negative ytd giving us retail net flows dropping to interesting lows. I credit @asklivermore for the second graph illustrating the aggretage retail performance.

On CMXT’s listing and the anxiety around it, I think the concern is misplaced given what we actually know. It’s hard to imagine that models already running into tighter national security driven regulations would simultaneously rely on memory supplied by an adversary, or that Apple’s interest would extend beyond using it in consumer grade hardware outside the U.S. Ignoring some of the engineering technicalities with using their memory.

Whichever angle you take, it doesn’t meaningfully undermine the core thesis. The real work here is in forecasting the trajectory of future compute demand, and that’s where your attention should be.

I think this will turn out to simply be the buying opportunity after what simply was a healthy pullback.

[Sérgio Ferreira @jssgf]

@zephyr_z9 Who are they?

[Sérgio Ferreira @jssgf]

@jukan05 Do you know if it is going to be possible to convert the European GDR (HY9H) into the US ADR (SKHY)?

[Sérgio Ferreira @jssgf]

@ammarralhwamdeh would you take another hit (-6 total) to remove Hakimi for Argentinian or French defender and upgrade a mid?

[Sérgio Ferreira @jssgf]

@noyesclt @BarnieTaintpipe @openstandard Do you own $MA @BarnieTaintpipe ?

[Sérgio Ferreira @jssgf]

@FPLMeerkat @FPLJoeYT Do you have that for Mids and Forwards?