Quality Equities

A concentrated portfolio of investments in the world's highest-quality companies.

This does not constitute any financial advice.

[Quality Equities @NyraSilva]

Today's investment plan has been shared with everyone on WhatsApp. The expected return is between 100% and 300% a week.🚀

If you haven't added me yet, you can add me

✅https://t.co/2dytomXncS

All sharing on WhatsApp is free, let's open the road to wealth together

[Quality Equities @NyraSilva]

The VIX volatility index retreated to around 15.3. Nvidia hit a fresh intraday high, while tech stocks such as Tesla and Broadcom showed strong performance.

[Quality Equities @NyraSilva]

Across market sectors, most of the S&P's 11 sectors closed higher—with the exception of healthcare—led by consumer discretionary, technology, and materials.

[Quality Equities @NyraSilva]

$MU back above 1,070 after yesterday’s flush to 1,032. Earnings tomorrow — Street wants ~$51B sales and 86% margins. The beat is expected. Guidance is the only line that matters.

[Quality Equities @NyraSilva]

S&P 500

☑️ SPY printed a new high in each of the first three quarters of 2026. Historically, when the S&P 500 has put up that kind of run, the fourth quarter finished higher 19 out of 20 times.

Will this year be different?🙃

[Quality Equities @NyraSilva]

@JLo pretty

[Quality Equities @NyraSilva]

$META
revenue growth is insane. Trading at FPE of 17 Analysts price target: $827 (49% upside) Opportunity cost? or real opportunity?

[Quality Equities @NyraSilva]

I've created a WhatsApp group where I analyze stock trends and update price dynamics daily. It's free to join; you can find the link on my profile.

[Quality Equities @NyraSilva]

A low multiple is only a bargain if the earnings power behind it remains intact. If
$ACN
Accenture’s traditional business model is being structurally disintermediated by AI, that "cheap" multiple is entirely justified...and the compounding story may be over, or highly blunted.

[Quality Equities @NyraSilva]

Rep. Kevin Hern (R) just disclosed 12 new stock trades Every single one was a sell Buys: $0 Sells: up to ~$1.5M Including

$ACN

,
$IVZ

,
$TXN
,
$MUA
, & more

[Quality Equities @NyraSilva]

KLA Corporation
$KLAC

At the beginning of 2025, fwd PE > 20x Now, fwd PE = 72x From a bearish excess to a bullish excess...

[Quality Equities @NyraSilva]

$KLAC

[Quality Equities @NyraSilva]

$KLAC This stock is currently oversold. The Relative Strength Index (RSI) is 22.5, indicating that the stock is oversold. The strike price is 214.0, the expiration date is July 17, 2026, and the annualized return is 30.8%. It is 17.3% away from the break-even point.

[Quality Equities @NyraSilva]

you are betting that as long as humanity demands smaller, faster, and more powerful microchips, manufacturers will have to pay the KLA toll to ensure those chips actually work. Deep-dive coming tomorrow morning.

[Quality Equities @NyraSilva]

$KLAC
KLA is an elite, asset-light royalty business on human technological progress. You are not betting on which specific AI application or smartphone brand wins;

[Quality Equities @NyraSilva]

"Wall Street analysts’ projection for future free cash flow at the four hyperscalers we started with. It is expected to bottom out in 2027 — and then grow at a rate much faster than anything in the companies’ history."

$AMZN
$MSFT
$META
$GOOG
$GOOGL

[Quality Equities @NyraSilva]

@Metropoles @gabifurquim Fiz 1 transferência de outra conta minha no valor de 2 mil p/ pg a fatura do @nubank . Msm assim, o banco encerrou minha conta sem ao menos analisar a movimentação. Cheguei a enviar o comprovante da transação, que está no meu próprio nome, mas aparentemente nem isso foi analisado

[Quality Equities @NyraSilva]

@Flamengo A segurança da conta está igual a zaga do Flamengo

[Quality Equities @NyraSilva]

@BarbosaGilvana Eu estava tentando fazer Pix de uma outra conta minha e estava voltando por “suspeita de fraude”, um terceiro enviou pq achei q era problema na minha conta e tbm não foi, agora nem entra mais kkk

[Quality Equities @NyraSilva]

@Bradesco fora do ar pqp e eu tentando pagar as contas, nem transferência por pix consegui receber