Lima.eth

Valorize sua familia.

[Lima.eth @limacnpi]

Troquei 30% de eth em mineradoras de urânio, vamos ver o resultado nos próximos 2 anos.

[Lukas Ekwueme @ekwufinance]

Uranium prices are about to surge.

- Utilities largely avoided buying uranium in size over the past few years
- As of today, 2/3 of uranium demand through 2045 remains uncovered

At some point, utilities will have to step in and start buying.

When they do, prices will move much higher, because supply remains extremely tight.

And Paying higher prices won’t be an issue.
Fuel costs make up only ~5% of utility OpEx.

[Lima.eth @limacnpi]

#COTTON

Querendo romper LTB de longo prazo, me parece interessante. #trade #cnpi #daytrading #priceaction #longoprazo #cot

[Lima.eth @limacnpi]

#DXY #EUR

DXY em zona de decisão, pra baixo mira alvo amplo do canal longo.
EUR em zona de possivel suporte de médio prazo podendo retomar compra no curto prazo. #sp500 #nasdaq #priceaction #trade #traders #daytrading #cnpi

[Lima.eth @limacnpi]

#ZWY #TRIGO #WHEAT

Médio prazo demonstrou forte recuperação compradora após longo periodo de correção em baixa. Zona interessante para observar virada no curto prazo. #trade #trading #commodities #juros #investimentos #ações #soja #ibovespa #cnpi #priceaction #analisetecnica

[Lima.eth @limacnpi]

EUCATEX - EUCA4

Região de 23% do ultimo impulso de alta, possibilidade de testar resistências acima, bom ponto. #EUCA4 #PETR4 #VALE3 #IBOVESPA #AÇÃO #AÇÕES #DAYTRADE #DAYTRADER #SWINGTRADE #CNPI #ANALISETECNICA #PRICEACTION #ICT #WYCKOF #FIBOGAP #PROFIT #NELOGICA

[Lima.eth @limacnpi]

#COFFE #KC1

Café em tendência de alta primaria, MENSAL em canal. Curto prazo em correção fica interessate para compras, um descanso no OBV seria bem vindo, commodities chamando atenção. #PRICEACTION #FIBOGAP #TRADE #FOREX #COT #COMMODITIES #CNPI #AÇÕES #SWINGTRADE #DAYTRADE

[Lima.eth @limacnpi]

#COPPER #XLE

Cobre no MENSAL segue forte compradora, de olho no descanso do OBV a média, com reação do preço no gráfico, sigo comprador para médio e longo prazo, nas mineradoras também. ETF XLE em forte tendência de alta. #TRADING #ANALISETECNICA #TRADINGVIEW #FIBOGAP #CNPI

[Lima.eth @limacnpi]

#fibogap

[Lima.eth @limacnpi]

COMMODITIES MÉDIO/LONGO PRAZO.

PRATA E PLATINA, em correção da tendência primaria, curto prazo ainda em baixa, mas o MENSAL segue forte, regiões de possivel defesa. OBV longo um descanso no preço junto ao tempo. #SILVER #GOLD #CNPI #TRADE #INVESTIMENTO #PLATINA #PRICEACTION

[Lukas Ekwueme @ekwufinance]

The world's largest uranium producer is peaking.

- Kazakhstan accounts for ~40% of global uranium production.
- Output is expected to peak within about a year.
- By 2045, production could decline by as much as ~80%.

That is a massive supply shift from the industry's most important producer.

At the same time, global nuclear expansion plans imply uranium demand could roughly double by 2045.

In other words, the industry's largest source of supply growth is peaking just as long-term demand is accelerating.

Following the 1970s Arab oil embargo, countries including France and Japan rapidly expanded their nuclear fleets to strengthen energy security.

With today's energy security challenges arguably even greater, I wouldn't be surprised if reactor construction accelerates once this war ends.

Uranium remains one of my highest-conviction long-term holdings.

[Lukas Ekwueme @ekwufinance]

The age of mining is about to begin.

The global economy is shifting away from a just-in-time model toward a bifurcated system.

- Nations are prioritizing supply security over efficiency
- Strategic stockpiles are expanding
- Export controls are rising

The long-running era of globalization, excess capacity, and falling prices is coming to an end.

Under globalization, asset-light business models thrived. Companies offshored production, minimized inventories, and optimized relentlessly for margins.

That model only works when materials and energy are always available.

They are not anymore.

This is why Big Tech is already acting:

- Locking in copper supply directly at the mine level
- Building and controlling power generation
- Securing end-to-end supply chains
- Participating in critical mineral stockpiles

Governments and tech giants hoarding metals and locking in long-term offtake deals will force everyone else to do the same just to avoid being left short.

That turns supply security into a self-reinforcing bidding war over the same finite metals and energy.

In this new world, mining transforms from an old, dirty business everyone avoided into a matter of national security, where access trumps price.

Meanwhile, mining as a share of global equities is at ~1%, a historic low.

Life-changing money will be made in the mining sector

[Lukas Ekwueme @ekwufinance]

Copper demand in China is surging.

- Chinese buyers are paying a $100/t import premium.
- Chinese copper inventories are down 80% since March.
- LME copper inventories are down 24% since May.

There is simply no way to eliminate the copper deficit over the next five years.

The copper market remains extremely tight.

[Doochebag @no_one_quits]

Who controls the media? Updated list.

Meta owns:
Facebook
Instagram
WhatsApp
Messenger
Threads
Oculus
Meta AI
Meta is controlled by Mark Zuckerberg who is jewish

Alphabet owns:
Google
YouTube
Android
Gmail
Chrome
Pixel phones
Nest smart home devices
Fitbit
DeepMind
Gemini AI
Waymo self-driving cars
Verily
Calico
Wing drone delivery
Alphabet is controlled by Larry Page and Sergey Brin who are both jewish

Tic Tok
U.S. algorithm and infrastructure is controlled by Oracle
Oracle is controlled by Larry Ellison who is jewish

-Hookup Apps

Match Group owns:
Tinder
Hinge
OkCupid
Match. com
Plenty of Fish
Meetic
The League
BLK
Archer
OurTime
Was founded by Barry Diller who is jewish

Grindr
Was founded by Joel Simkhai who is jewish

Bumble
Was founded by Whitney Wolfe Herd who is jewish

-Porn

Onlyfans
Owned by Leonid Radvinsky who is jewish

Vixen Media Group owns:
Blacked
Blacked Raw
Vixen
Tushy
Deeper
Founded by Greg Lansky who is jewish

Aylo/MindGeek Owns/owned:
Pornhub
YouPorn
RedTube
Brazzers
Reality Kings
Digital Playground
Men. com
Sean Cody
Tube8
Solomon Friedman is the owner of Aylo and he’s jewish

Gamma Entertainment owns/operates:
Adult Time
Pure Taboo
Wicked
many other affiliate studios/platforms
Founded by Karl Bernard who is jewish

-Movies/TV/News

Warner Brothers Discovery owns:
Warner Bros. Pictures
HBO
CNN
DC Studios
Cartoon Network
Discovery Channel
TNT
TBS
Max (formerly HBO Max)
Adult Swim
HGTV
Food Network
Animal Planet
Warner Brothers is run by David Zaslav who is jewish

Disney owns:
ESPN
ABC
Marvel Studios
Lucasfilm
Pixar
20th Century Studios
Disney+
Hulu (major controlling stake)
National Geographic
Disney is run by Bob Iger who is jewish

Paramount Global owns:
CBS
CBS News
CBS Sports
Local CBS stations
Film Studios
Paramount Pictures
Paramount Animation
Cable Networks
MTV
Nickelodeon
Comedy Central
BET
VH1
CMT
TV Land
Smithsonian Channel
Logo TV
Pop TV

Streaming/Premium:
Paramount+
Showtime
Pluto TV

Major franchises/IP:
Top Gun
Mission: Impossible
Star Trek
South Park (licensing/streaming)
SpongeBob SquarePants
Transformers
Teenage Mutant Ninja Turtles
Paramount Global is controlled by Sheri Redstone, who is jewish

Comcast owns:
NBCUniversal
NBC
Universal Pictures
Peacock
MSNBC
CNBC
Telemundo
Sky (Europe)
DreamWorks Animation
Xfinity
Comcast is controlled by Roberts family who is Jewish

Amazon owns:
Amazon Prime
MGM Studios⁠
Twitch⁠
Audible⁠
IMDb⁠
Amazon Music⁠
Ring⁠
Blink⁠
Amazon Echo
Alexa
Kindle
Amazon is run by Andy Jassy who is jewish

-AI/Data Centers

OpenAI/ChatGPT
Run by Sam Altman who is jewish

Palentir provides advanced data integration, surveillance, AI, and analytics infrastructure used by military, intelligence, law enforcement, and major corporations. Its platforms help organizations combine massive amounts of fragmented data into real-time operational intelligence for warfare, policing, logistics, cybersecurity, manufacturing, and decision-making, making it one of the most strategically influential data and defense technology companies in the world.

Was founded by Alex Karp, Peter Thiel, Stephen Cohen and Joe Lonsdale, 3 of the 4 are jewish and the other gives speeches on the Antichrist. Operated by Alex Karp who is jewish.

Oracle owns:
Oracle Database
Java
MySQL
NetSuite
Cerner
Sun Microsystems technologies
It’s important because it owns core infrastructure software that powers governments, banks, hospitals, corporations, and large parts of the internet. Its control of technologies like Oracle Database, Java, MySQL, and Cerner gives it enormous influence over the backend systems modern society depends on.

Owned by Larry Ellison who is jewish.

[C.L.A.U.D.I.A @DaAcervo]

Interessante que os mesmos alimentos que servem para desparasitar também auxiliam na cura da flora intestinal.

[MINING.COM @mining]

Copper price jumps on tightening supply, mining stocks rally https://t.co/VXWPjJMk9E

[MINING.COM @mining]

Comex copper rose as much as 2.9% on Thursday to $6.4930 a pound, leaving it about 2.5% below the record set in early June.

The metal is up more than 14% this year. The copper majors moved harder. Session highs:
▪️ Teck Resources: +6.1%
▪️ Anglo American: +6.1%
▪️ Glencore: +4.6%
▪️ Freeport-McMoRan: +4.1%
▪️ Southern Copper: +3.7%
▪️ Rio Tinto: +3.3%
▪️ BHP: +3%

Anglo reported first-half results buoyed by record copper prices and raised its dividend. Glencore posted a 15% rise in first-half copper output. Rio Tinto logged its best first-half earnings in four years.

[Lukas Ekwueme @ekwufinance]

Critical minerals are facing massive deficits over the next decade.

- Copper: ~33% deficit
- Lithium: ~38% deficit
- Nickel: ~15% deficit
- Cobalt: ~14% deficit

These deficits are the result of underinvestment, long lead times, and rising demand.

And their are no quick fixes it takes 15-20 years from exploration to first production

This bull market is just getting started.

[Lukas Ekwueme @ekwufinance]

A food crisis in the making.

Nitrogen fertilizer is responsible for ~50% of global food production, and we are losing a major chunk of global nitrogen fertilizer supply due to the war with Iran:

- 50% of all seaborne traded urea
- 25% of global ammonia trade
- Both are key ingredients for nitrogen fertilizer

And add to that Ukraine's attacks on Russian ships disrupting Russian wheat exports. ...Russia accounts for ~20-25% of global wheat exports.

Fertilizer shortages reduce yields. Grain export disruptions reduce supply.

Both point in the same direction: Less food in the future

[Ruuj @RuujSs]

As someone who builds institutional level quant systems, this Stanford paper on HFT Mean Reversion is the closest thing to a live trading playbook I have ever seen publicly shared.

19 pages. Window size tuning that flips PnL on the exact same stock, same day, same code. Hurst exponent universe selection.

Bookmark & If this helps you, pass it on.

[Trade For Opportunity @TradeForOpp]

Killzones & Pivots 50k Update - biggest update since initial release🧵

TLDR:
- 6 killzones (+1 from 5)
- New range levels based on session data
- Previous D/W/M midlines + overlapping label fix
- Table rework + hit rate statistics
- Unlimited open prices (was 8)
- Unlimited timestamps (was 4)

More details below - save & share if helpful👇

[Otavio (Tavi) Costa @TaviCosta]

An important reminder:

Despite copper hovering near record highs:

The copper-to-gold ratio is only now approaching a major breakout.

https://t.co/7tu6C5bhj9