R5ive retweeted
🚨 BREAKING NEWS: ChatGPT can now edit your photos like a smart professional photographer. Here are some prompts you can use:
R5ive retweeted
HABITS THAT FIX YOUR HEALTH FASTER
1. Quit porn completely - 30 days
2. Sleep before 10 PM - 21 days
3. Lift heavy 4 times a week - 60 days
4. Eat red meat daily - 30 days
5. Cut sugar out fully - 3 weeks
6. Cold shower every morning - 2 weeks
7. Walk 10k steps outside - 30 days
8. No phone for the first hour - 21 days
9. Fast until noon daily - 30 days
R5ive retweeted
Clearing event or ‘18 repeat?
open.substack.com/pub/eliant…
R5ive retweeted
It’s official…
The ULTIMATE bear trap paired with the beginning of most hated rally of 2026 has just been confirmed.
It will play out just like this:
- Netanyahu loses elections
- Trump TACO’s on Iran/US war
- Crude prices collapse
- Bond yields continue sinking
- Inflation crushes below 3%
- Rates stay leveled
- Ukraine/Russia war ceasefire
- KOSPI returns to highs
This recent market-wide selloff these last 3 weeks was manufactured directly by hedge funds.
They did this to buy the full AI trade for just pennies on the dollar.
Coincidentally all done right before we head into a post-midterms lockout rally.
Don’t stay left behind…
Just sell the damm company! $BA
$BA | Boeing Will Not Reach 737 Production Target Until Early 2027 – @Reuters
reuters.com/business/aerospa…
R5ive retweeted
$NU BUY THE FEAR.
1) Political fear is often temporary BUT Fundamentals are not. Simple. Ignore election headlines but focus on customer growth, lending and profitability.
2) Brazil's banking market remains highly concentrated. $NU has grown to roughly 139 million customers across Brazil, Mexico and being one of the largest digital banking platforms. In fact, company continues to add millions of customers each quarter.
3) After Brazil, Mexico could be seen as the next growth engine. A massive opportunity as company recently expanding its banking infrastructure there.
4) Net income exceeded $1 Billion for the first time, up 49% year-over-year. Return on equity has almost hit 33%.
Conclusion- Company's growth has been during Lula administration so this selloff after his win makes no sense. In fact, it offers a compelling buying opportunity for long term investors.
In the end, do your due diligence as always. My DD tells me to execute and add this panic driven fear as the underlying business keeps executing and that's all what matters for investors like me. Rest is noise.
Be well.
R5ive retweeted
$NU Monness, Crespi, Hardt Initiation, Buy, PT $20
The firm told buyers they get to buy into a macro dislocation tied to the Lula/Bolsonaro runoff, and argued that regardless of who wins the Brazilian presidency, this is a roughly 30% ROE franchise trading at about 13x its FY27E EPS of $1.18, which sits 2% above the Street, with its FY28E estimate 5% above the Street. It said credit is seasoning better than the system, that Copom easing helps borrowers more than net interest income, that Mexico now lends as a bank, and that Monzo is off the table.
R5ive retweeted
A major White Swan event is setting up…
I am officially calling the ultimate bear trap market bottom on October 30’th.
Next week we will see:
- Trump TACO on Iran/US war
- FED hold rates next FOMC
- Oil collapses sharply
- MAG7 Blowout earnings
- Banks/Hedge Funds pump the entire AI complex
- Ukraine/Russia Ceasefire
- Bond Yields continue selling off
This is truly shaping up to be the “most hated” rally of all time.
Don’t say I didn’t warn you…
R5ive retweeted
I’ve never seen $GEV falling 11% in a day. It’s capitulation. Nobody needs gas turbines anymore.
R5ive retweeted
SpaceX $SPCX knocked Q3 earnings out of the park!
Revenue +161% to $14.6B
AI +830% to $7.6B
Connectivity +69% to $5.2B
2028E revenue: $201B
Bullish read-through for AI infrastructure and space names after major drawdowns!
Elon bringing the AI trade back to life?
