Paulo Gitz, CFA

[Marie Haynes @Marie_Haynes]

This is really big news. Google introduced the Open Knowledge Format (OKF) - a standardized way to store information in a directory of markdown files. Makes it really easy to make a digital brain that agents can use.

These files can serve as a living wiki. You can give agents the ability to query them or edit them. They can interlink.

Seems to me this could replace Notion or Obsidian. I can think of so many uses for this.

Google's blog post: https://t.co/DqSjg4UpvH

An easier to understand explanation is the SPEC.md file:
https://t.co/A3qSz3Tfas

I gave those two links to Antigravity and asked how we could use it for any of the projects we're working on. It came up with so many ideas. I would imagine Claude Fable 5 would whip up some pretty amazing things based on this system.

Currently creating an OKF library of our pepper garden. It's going to be a fun weekend.

[Paulo Gitz, CFA @strategitz]

@josuenunes arquitetado pra subir... mas tem um teto ali! Mas só pra quem leu o prospecto... hehe

[Paulo Gitz, CFA @strategitz]

Q: What happens @ $175.50 ?

$SPCX

Answer below:

[Paulo Gitz, CFA @strategitz]

A: another 455.8 million shares become available to sell (no lock-up if above 175.50 for 5 out of 10 days window)

[Paulo Gitz, CFA @strategitz]

@PedroCerize

[Will CastroAlves @willcastroalves]

Excelente texto do meu amigo @strategitz sobre Space X. Vale a leitura!

SpaceX: Valuation na estratosfera. Será que o foguete dá ré?

https://t.co/MeXxWqwffw

[Paulo Gitz, CFA @strategitz]

6/6 Tese: admiração pela empresa, disciplina no preço. A estrutura tende a dar um ponto de entrada melhor 12 meses. Eu prefiro esperar.
Análise completa: https://t.co/upm28xam6C

[Paulo Gitz, CFA @strategitz]

1/ O maior IPO da história chegou: #SpaceX a US$ 1,8 trilhão.

Esse foguete dã ré?

$SPCX

[Paulo Gitz, CFA @strategitz]

5 / Risco-@elonmusk : >85% dos votos num homem só. Você compra carona na visão dele. Pro bem e/ou pro mal...

[Macro Charts @MacroCharts]

Something to watch…

[Macro Charts @MacroCharts]

SOX plunging with 4.5x downside beta, a classic wipeout. Once an alpha story, now fully eroded by historic crowdedness. Factors matter. And the vol profile clearly shifted, yet most were still operating on willful blindness. Now is when things get very, very interesting. Onwards

[Paulo Gitz, CFA @strategitz]

Meu exército de IA não pensa por mim. Ele multiplica o que eu já decidi pensar e fazer.

É aí que está a diferença.

Manifesto completo:

https://t.co/2tmlJ0Sk0e

[Macro Charts @MacroCharts]

A record reversal in sentiment.

[Paulo Gitz, CFA @strategitz]

@MacroCharts calling a tactical top here!

$SPY $QQQ $XLK $SOXX $IGV

https://t.co/xhZ2ToqEFz

[Avenue @avenue_us]

Dólar abaixo dos R$5: por que o preço da moeda americana caiu?

Há 3 principais fatores que explicam essa queda:

1️⃣ busca global por ativos fora dos EUA
2️⃣ melhora no apetite a risco
3️⃣ valuation atrativo na bolsa brasileira e juros altos

William Castro Alves (@willcastroalves), estrategista-chefe da Avenue, preparou uma análise sobre esses fatores.

Segue o fio🧶

[Macro Charts @MacroCharts]

Stunning charts from GS — big extremes here: