Marcelo MarX

Pai, trader, portfolio manager, curious about everything, open mind, liberal.
Looking for asymmetries in the market

[Marcelo MarX @marcelogais]

@CostaJr2023 Se sair essa do FB, e ele deixa a candidatura, a bolsa sobe 8% no dia.

[Marcelo MarX @marcelogais]

@_ecovias Só quero chegar em casa seus FDP. 30 MIN PARADO, PQP, VÃO TE FODER INVÉS DE FODER A GENTE

[Marcelo MarX @marcelogais]

@_ecovias Enfiaram um comboio no meio do rabo do usuário

[Marcelo MarX @marcelogais]

@_ecovias TOMA NO MEIO DO BURACO!!!!
QUER F... A SECO A GENTE?????

[Marcelo MarX @marcelogais]

@_ecovias Quanta incompetência. Tem que mudar a operação para uma PISTA DE AUTORAMA. Tem político decidindo essa merda que estão fazendo???? TNC

[Marcelo MarX @marcelogais]

@_ecovias Adoram foder o povo com essa MERDA de comboio que fazem. Pqp. Tnc

[Marcelo MarX @marcelogais]

@itsmichaelluu I am interested in have your 3 stocks

[Michael | Hypermarkets @itsmichaelluu]

Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...

Here's 6 steps to follow:

1. Open a tax-free investing account like a Roth IRA.
2. Put in $5,000 and buy one (or all) of these ETFs.
3. Contribute $500–$2,500 every month into them, no matter what.
4. Say no to going out, no to impulse spending, let it compound instead.
5. Don't touch it. Don't panic sell. Let 2026-you trust 2040-you.
6. Check back in 14 years. You're a millionaire.

6 GOLDEN ETF's to buy:

1. $DRAM — Memory chips power every AI server; this cycle is structurally undersupplied.
$MU $WDC $STX

2. $GRID — Electricity grid buildout is the bottleneck behind every AI infrastructure dollar spent.
$NEE $DUK $SO $AEP $XEL

3. $AIPO — Exposure to AI IPOs captures the next decade's biggest public market wealth creation.
$AMT $VRT $SBAC $DLR

4. $SOXX — Semiconductors are the foundation layer; nothing in tech ships without chips.
$NVDA $AVGO $TSM $QCOM $AMD $INTC

5. $QQQM — Cheap, broad exposure to the innovation economy's biggest compounding winners long-term.
$AAPL $MSFT $AMZN $GOOG $META $TSLA

6. $VOO — The $SPY is the simplest proven path to long-term, market-matching wealth.
$JPM $UNH $BE $NBIS $ARM $IBM

♻️ RESHARE this post and write 1 comment, I'll share 3 stocks to buy and hold until 2040 I like most.

[Marcelo MarX @marcelogais]

Eu terminei em 1 de 32 e ganhei US$ 11,32. #poker #PokerStars

[Marcelo MarX @marcelogais]

@FelipeTadewald Calma que o BC taí independente pra nos salvar, a inflação ele simplesmente eleva o juros como tem feito e resolve.

[Marcelo MarX @marcelogais]

@TheProfInvestor "Double bottom and rounded bottom on $QQQ." Nice chart pattern for engagement. As a setup, it's too subjective and only confirmed after the move starts.

[Marcelo MarX @marcelogais]

@MatInvest1 Comprei um S24 FE Samsung me atende perfeitamente em velocidade, foto de qualidade, apps etc. Poderia ter 512Gb mas ok... 256 me viro bem até

[Marcelo MarX @marcelogais]

@itsmichaelluu If you choose 5 best?

[Michael | Hypermarkets @itsmichaelluu]

AI COMPUTE is sold out until end of 2028.

This is exactly how you become a millionaire, you buy and hold these companies:

GPU / CHIPS (Direct Compute Suppliers)

$NVDA
GPU monopoly. Every data center that gets built needs their chips. Sold-out compute = perpetual backlog. Pricing power is absolute.

$AMD
#2 GPU for AI inference. Overflow demand from $NVDA constraints flows here. MI300X ramp continues.

$AVGO
Custom ASIC chips (TPUs for $GOOG, XPUs for $META). Anthropic just expanded its partnership with Google to secure TPU chips supplied by Broadcom, adding multiple gigawatts of compute capacity starting in 2027. Direct beneficiary.

$MRVL
Custom AI accelerators + data center networking silicon. Wins as hyperscalers diversify away from pure $NVDA dependency.

MEMORY (You Can't Run Compute Without It)

$MU
HBM3E memory is strapped to every H100/B200. Semiconductor lead times hit 40 weeks in March 2026, with memory ICs among the most acutely constrained categories. Micron is structurally undersupplied.

$SNDK
NAND flash for data center storage. Constrained supply + surging demand = pricing power recovery.

NETWORKING (Moving Data Between GPUs)

$CRDO
High-speed SerDes and AEC cables. The connective tissue between GPUs inside clusters. Hyperscaler capex = direct revenue.

$ANET
Ethernet switching for AI clusters. As GPU clusters scale, Arista's switches are the backbone. Recurring upgrade cycle locked in.

$LITE
Optical components for data center interconnects. Fiber optic components are among the most acutely constrained categories being consumed by AI buildout. Accuris

$COHR
Transceiver modules for hyperscale networking. Same optical bottleneck play as LITE.

POWER (The Real Bottleneck)

$VST
Nuclear + natural gas power. U.S. data center electricity demand could drive price hikes of up to 79% in areas like Texas by 2027. Vistra owns generation assets in Texas. Pricing power is structural. CIO Dive

$CEG
Nuclear baseload power. Signed data center deals directly with hyperscalers. Clean, always-on power = premium pricing.

$NEE
NextEra announced plans to build a data center powered by natural gas with carbon capture tech and 1.2 GW of power capacity. Direct AI infrastructure play. Wikipedia

$GEV
Gas turbines + grid infrastructure. Every new data center needs grid upgrades. Massive backlog through 2027+.

$ETN
Power management and electrical infrastructure. Every data center that gets built runs through Eaton's switchgear and UPS systems.

DATA CENTER BUILDERS / OPERATORS

$EQIX
Largest global colocation operator. Data center space scarce through at least 2027 = pricing power for every square foot Equinix owns. KKR

$DLR
REIT with global data center footprint. Occupancy stays pinned near 100% in this supply-constrained environment.

$APLD
Pure-play AI data center builder. Just signed a $5 billion, 15-year lease with a hyperscaler for 200MW of AI/HPC infrastructure. Pipeline is locked. sec

$IREN
High-performance compute infrastructure. Pivoting from Bitcoin mining to AI GPU hosting. Low-cost power + existing infrastructure.

CLOUD HYPERSCALERS (Resell the Compute)

$MSFT
Plans to increase total AI capacity by over 80% and roughly double its data center footprint over the next two years. Azure is the distribution layer for compute. CIO Dive

$GOOG
$175–185B in capex guided for 2026. GCP is capacity-constrained. Every dollar of sold-out GPU time flows through Google Cloud. Futurum Group

$AMZN
$200B in capex projected for 2026. AWS is the dominant cloud. Sold-out compute environments compress margins upward. Futurum Group

$META
Targeting over 10 GW of total capacity by end of 2026 with capex exceeding $100B. Trains its own models in-house. Vertically integrated AI compute.

♻️ RESHARE this post and write 1 comment, I'll DM you my favorite 3 which hasn't exploded yet.

[Gabriel Diniz Junqueira @gabrieldjunq]

📉 O IBOV acaba de fazer algo que nunca tinha feito em 30 anos

Desde 1994, analisamos todas as 419 sequências de quedas semanais consecutivas do Ibovespa. O padrão é claro, quanto mais longa a sequência, mais rara ela é.

A distribuição histórica:
◆ 1 semana de queda → 241 vezes (rotina de mercado)
◆ 2 semanas → 97 vezes
◆ 3 semanas → 38 vezes
◆ 4 semanas → 23 vezes
◆ 5 semanas → 14 vezes
◆ 6 semanas → 4 vezes (1998, 2004, 2018, 2012)
◆ 7 semanas → 1 vez (Abr/2004)
◆ 8 semanas → 1 vez — e é agora, Abril/2026

Em 30 anos de Ibovespa, Plano Real, crise da Rússia, dot-com, subprime, Lava Jato, COVID, tudo, o índice nunca tinha caído por 8 semanas consecutivas. Até este mês.

O que isso significa?

Não é uma previsão de reversão. Eventos extremos existem justamente porque são raros. Mas a estatística diz algo importante: ao longo de toda a história do mercado brasileiro, toda vez que chegamos em sequências de 6 ou 7 semanas de queda, estávamos em crises de primeira grandeza: 1998 (crise da Rússia + LTCM), 2004 (incerteza fiscal Lula), 2018 (greve dos caminhoneiros + eleições).

Estar no território dos 8 semanas não significa que vai cair mais. Significa que o mercado já precificou uma quantidade extraordinária de pessimismo, e que, historicamente, quem comprou nesses momentos de exaustão vendedora raramente se arrependeu.

O gráfico histórico diz o resto.

Fonte: Yahoo Finance (^BVSP) | Elaboração: Santa Fé Investimentos | Não constitui recomendação de investimento.
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[Marcelo MarX @marcelogais]

Acabei de ganhar no @Polymarket. https://t.co/eoQzyuhkoc

[Marcelo MarX @marcelogais]

@jefmaninho17 @rettyfe0 Vocês realmente acham que se for apenas 1 cliente da Ideal, ele opera por apenas 1 corretora pra ficar bem marcado e fácil de monitorar ? hahã

[Marcelo MarX @marcelogais]

@nonoinvestidor Robinho Jr. ganha no gol a gol de Neymar Jr.

[Marcelo MarX @marcelogais]

@pete_rizzo_ 20% Discount Economics does not make sense

[Marcelo MarX @marcelogais]

@kimpaim XP é uma empresa de K aberto, tem diversos sócios, Conselho, Compliance. Kim painho, essa sua afirmação e seus aplausos mostram como temos ignorantes no país com voz e representados por gente que nem sabe direito o que fala.