Tiago Brito Ferreira, CNPI

Católico, economista, pecuarista, conservador e amante da boa música.

[Tiago Brito Ferreira, CNPI @tbrito_88]

Após devotar alguns meses estudando os ciclos de negócios (cuja a sua teoria foi objeto de minha dissertação de mestrado), agrupando e organizando alguns apontamentos que fiz: organizei este pequeno artigo.
https://t.co/gZlxfYPzFd

[Tiago Brito Ferreira, CNPI @tbrito_88]

$SPCX — the case for it was never just one rocket. It's a supply chain: launch, sats, bandwidth, ports. This week advances all four.

#SpaceX #Starship #Flight14

[Tiago Brito Ferreira, CNPI @tbrito_88]

#SpaceX Starship Flight 14 is ONE WEEK OUT — and history is on the line. 🚀

First orbital flight. First operational payload. This isn't a test run — it's the real thing.

What's on deck (launch window 08:15–09:30 ET, NET Sept 28):

[Tiago Brito Ferreira, CNPI @tbrito_88]

Ah yes — the giant robotic arms will stay parked this flight. A tower catch isn't on the schedule yet. But if Ship survives reentry, the age of rapid reuse begins.

[Tiago Brito Ferreira, CNPI @tbrito_88]

The takeaway: This isn't just a chip — it's China betting big on chips + cloud + open models working as one machine. The AI supply chain just got a real parallel track.

#Alibaba #AI #Semiconductors #Chips

[Tiago Brito Ferreira, CNPI @tbrito_88]

ALIBABA JUST DROPPED A CHINA-MADE GPU THAT'S TARGETING NVIDIA'S THRONE.

Meet Zhenwu V900 — T-Head's flagship AI chip, unveiled this month.

[Tiago Brito Ferreira, CNPI @tbrito_88]

The strategy: Now made in China (no TSMC), it's designed to fill the gap left as Nvidia's China share collapsed — from 95% in 2023 to a projected 8% by year-end 2026.

650+ customers already run Zhenwu silicon (finance, energy). Alibaba committed $53B+ to AI infra over 3 years.

[Tiago Brito Ferreira, CNPI @tbrito_88]

Watch Pakistan talks and "Project Freedom" — where it goes from here decides oil for the rest of 2026.

#OilPrices #StraitOfHormuz #Iran #Geopolitics #Energy

[Tiago Brito Ferreira, CNPI @tbrito_88]

IRAN JUST MADE AN OFFER THAT COULD RESHUFFLE THE OIL MAP.

Tehran says it's ready to reopen the Strait of Hormuz — the waterway that carries ~1/5 of the world's oil and gas — if the US eases military pressure and lifts its naval blockade. 🇮🇷

[Tiago Brito Ferreira, CNPI @tbrito_88]

Reading the tea leaves: Iran casting reopening as leverage = a signal it wants sanctions/easing talks over confrontation. For markets, every "open" headline is an oil selloff trigger; every reversal is a spike.

[Tiago Brito Ferreira, CNPI @tbrito_88]

@opapoeconomico Memorial de Aires - Machado de Assis

[Tiago Brito Ferreira, CNPI @tbrito_88]

A week to watch — and one that will test whether the UN still matters.

#UNGA #Geopolitics #Ukraine #MiddleEast #Iran #AI #Diplomacy

[Tiago Brito Ferreira, CNPI @tbrito_88]

🌐 ONE WEEK IN THE WORLD: the UN General Assembly becomes the geopolitical stage.

Leaders descend on New York (Sept 22–28) as three wars and an AI race collide — the UN's biggest test in years.

What's ahead:

[Tiago Brito Ferreira, CNPI @tbrito_88]

🌍 Also on the table: climate action, sea-level rise, Sudan, Myanmar, Haiti, Cyprus — and loud calls for Security Council reform.

Guterres (final GA as SG): the world feels "entitled to do whatever they want."