Mola comprimida p/ quando receio com ROIC/Capex passar.

GPT-5.4 Thinking and GPT-5.4 Pro are rolling out now in ChatGPT. GPT-5.4 is also now available in the API and Codex. GPT-5.4 brings our advances in reasoning, coding, and agentic workflows into one frontier model.

Dashboard pra monitorar o conflito US/Iran ✅

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A OpenAI precisou da Microsoft pra sobreviver até aqui. Agora, a Microsoft precisa da OpenAI pra "sobreviver"*. Como não pode ter essa dependência, está pelo menos diversificando com Anthropic. *Msft não vai quebrar... sobreviver = outperformar mercado. $MSFT

The podification of hedge funds had led to the Brazilification of all local rates markets

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Saudi Arabia inventories filling fast. Ras Tanura and Ju Aymah already 70% full as of two days ago. Kuwait same thing. Further production cuts incoming for those. On the other hand, Qatar, UAE and Iraq are not building anymore. Production cut confirmed. Overall the Middle East

Nvidia e Exxon praticamente no mesmo P/E NTM $NVDA $XOM