'IT WILL ALWAYS BE LUMPY': The reality Wall Street doesn't want to hear

Recomendações

Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.

1. 01 GOOGL NASDAQ COMPRAR -6,72%
   Entrada $354,46 16 jul 2026

   Atual $330,65 09 set 2026

   Resultado −$23,81

   vs. índice −8,3% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   … AND THAT'S PRESSURED THE STOCKS SO IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT. >> WHEN THESE COMPANIES TALK ABOUT ACCESS, COMPUTE LIKE THE STORY LAST WEEK FOR SPACEX, MARK ZUCKERBERG THINKING, ACCESS, COMPUTER AT THE SAME TIME. >> I THINK IT WILL DEPEND AND WE LOOK AT THESE COMPANIES ONE BY ONE, WE ARE SELECTIVE AS Y…

   WE LIKE THAT.

   Ir

   Contexto extraído por IA IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT.

2. 02 AMZN NASDAQ COMPRAR +1,00%
   Entrada $249,89 16 jul 2026

   Atual $252,40 09 set 2026

   Resultado +$2,51

   vs. índice −0,6% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   … AND THAT'S PRESSURED THE STOCKS SO IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT. >> WHEN THESE COMPANIES TALK ABOUT ACCESS, COMPUTE LIKE THE STORY LAST WEEK FOR SPACEX, MARK ZUCKERBERG THINKING, ACCESS, COMPUTER AT THE SAME TIME. >> I THINK IT WILL DEPEND AND WE LOOK AT THESE COMPANIES ONE BY ONE, WE ARE SELECTIVE AS Y…

   WE LIKE THAT.

   Ir

   Contexto extraído por IA IF I LOOK AT WHAT'S GOING ON, GOOGLE, CLOUD, AMAZON SERVICES, THESE COMPANIES ARE COMPUTE CONSTRAINTS OF THEIR INCREASING SPENT IN CROWD BUSINESSES BECAUSE THEY SEE STRONG RETURNS AS OWNERS IN THE STOCK, WE LIKE THAT.

3. 03 AAPL NASDAQ COMPRAR -5,38%
   Entrada $333,26 16 jul 2026

   Atual $315,34 09 set 2026

   Resultado −$17,92

   vs. índice −6,9% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Ir

   Contexto extraído por IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

4. 04 MSFT NASDAQ COMPRAR +22,58%
   Entrada $401,10 16 jul 2026

   Atual $491,65 09 set 2026

   Resultado +$90,55

   vs. índice +21,0% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Ir

   Contexto extraído por IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

5. 05 GOOGL NASDAQ COMPRAR -6,72%
   Entrada $354,46 16 jul 2026

   Atual $330,65 09 set 2026

   Resultado −$23,81

   vs. índice −8,3% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Ir

   Contexto extraído por IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

6. 06 AMZN NASDAQ COMPRAR +1,00%
   Entrada $249,89 16 jul 2026

   Atual $252,40 09 set 2026

   Resultado +$2,51

   vs. índice −0,6% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Ir

   Contexto extraído por IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.

7. 07 NVDA NASDAQ COMPRAR +7,84%
   Entrada $207,40 16 jul 2026

   Atual $223,67 09 set 2026

   Resultado +$16,27

   vs. índice +6,3% SPY +1,6% no mesmo período

   Citar esta recomendação · Ver vídeo original * †

   Contexto da transcrição original

   …OGLE WILL GET IT RIGHT EVERY TIME. >> THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE. >> VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE. >> WE SAY GE

   VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

   Ir

   Contexto extraído por IA THIRTY SECONDS SO WHETHER IT'S APPLE, MIMICROSOFT, NVIDIA, GOOGLE, AMAZON, YOU STILL FEEL STRONG ABOUT THE VALUE PROPOSITION YOU PINPOINTED LONG BEFORE ANYONE ON THE STREET YEARS AGO STILL IN PLACE.