Recomendações
Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.
-
Entrada $6,97 30 ago 2026Atual $6,72 09 set 2026Resultado −$0,25vs. índice −2,7% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do…
I like Sweetgreen.
Contexto extraído por IA I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber.
-
Entrada $189,43 30 ago 2026Atual $169,63 09 set 2026Resultado −$19,80vs. índice −9,5% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by…
Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber.
-
Entrada $317,76 30 ago 2026Atual $305,06 09 set 2026Resultado −$12,70vs. índice −3,1% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $356,45 30 ago 2026Atual $352,54 08 set 2026Resultado −$3,91vs. índice −0,2% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $18,15 30 ago 2026Atual $13,57 09 set 2026Resultado −$4,58vs. índice −24,3% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $93,05 30 ago 2026Atual $88,82 09 set 2026Resultado −$4,23vs. índice −3,6% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $30,54 30 ago 2026Atual $30,42 09 set 2026Resultado −$0,12vs. índice +0,5% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $348,75 30 ago 2026Atual $367,81 09 set 2026Resultado +$19,06vs. índice +6,4% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $14,30 30 ago 2026Atual $12,39 09 set 2026Resultado −$1,91vs. índice −12,5% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s the top trade right now in in my view. These are companies I think 6 months from now, Wall Street is going to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar …
These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude.
-
Entrada $153,00 30 ago 2026Atual $146,44 09 set 2026Resultado −$6,56vs. índice −3,4% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $446,62 30 ago 2026Atual $358,38 09 set 2026Resultado −$88,24vs. índice −18,9% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $186,29 30 ago 2026Atual $169,53 09 set 2026Resultado −$16,76vs. índice −8,1% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $236,98 30 ago 2026Atual $225,27 09 set 2026Resultado −$11,71vs. índice −4,0% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $328,00 30 ago 2026Atual $331,48 09 set 2026Resultado +$3,48vs. índice +2,0% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $184,23 30 ago 2026Atual $166,10 09 set 2026Resultado −$18,13vs. índice −8,9% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…s out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I think COVID fundamentally changed the way that people look at life, and I think people want to travel. I think people want to spend money on experiences and entertain…
I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.
-
Entrada $279,41 30 ago 2026Atual $259,76 09 set 2026Resultado −$19,65vs. índice −6,1% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… market pick up again, and that's going to give people a lot more extra money. And a big place that's going to go is entertainment and travel and restaurants. I also like cyclicals, specifically the travel theme, but I like others as well. Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand …
Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know.
-
Entrada $16,65 30 ago 2026Atual $14,85 09 set 2026Resultado −$1,80vs. índice −9,9% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… market pick up again, and that's going to give people a lot more extra money. And a big place that's going to go is entertainment and travel and restaurants. I also like cyclicals, specifically the travel theme, but I like others as well. Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand …
Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know.
-
Entrada $32,98 30 ago 2026Atual $27,64 09 set 2026Resultado −$5,34vs. índice −15,3% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… market pick up again, and that's going to give people a lot more extra money. And a big place that's going to go is entertainment and travel and restaurants. I also like cyclicals, specifically the travel theme, but I like others as well. Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand …
Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know.
-
Entrada $10,58 30 ago 2026Atual $9,04 09 set 2026Resultado −$1,54vs. índice −13,7% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… market pick up again, and that's going to give people a lot more extra money. And a big place that's going to go is entertainment and travel and restaurants. I also like cyclicals, specifically the travel theme, but I like others as well. Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand …
Royal Caribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know.
-
Entrada $104,10 30 ago 2026Atual $100,08 09 set 2026Resultado −$4,02vs. índice −3,0% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…aribbean, Norwegian Cruise Line, Celsius, Bloomin' Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting t…
I like ELF at the right price.
Contexto extraído por IA I like ELF at the right price. I like Sweetgreen.
-
Entrada $45,04 30 ago 2026Atual $43,33 09 set 2026Resultado −$1,71vs. índice −2,9% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by…
Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber.
-
Entrada $86,69 30 ago 2026Atual $89,67 09 set 2026Resultado +$2,98vs. índice +4,3% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $104,26 30 ago 2026Atual $115,28 09 set 2026Resultado +$11,02vs. índice +11,5% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $18,06 30 ago 2026Atual $17,33 09 set 2026Resultado −$0,73vs. índice −3,1% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $56,43 30 ago 2026Atual $52,08 09 set 2026Resultado −$4,35vs. índice −6,8% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $52,96 30 ago 2026Atual $49,22 09 set 2026Resultado −$3,74vs. índice −6,2% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $30,47 30 ago 2026Atual $31,76 09 set 2026Resultado +$1,29vs. índice +5,1% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…r Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle Americ…
I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right?
-
Entrada $16,92 30 ago 2026Atual $16,63 09 set 2026Resultado −$0,29vs. índice −0,8% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…ered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind of middle America kind of things. Add regional banks to this, right? Like a Huntington. They're not underwriting AI debt. They are a middle America bank. These are the ones that'll benefit from a stronger consumer and easier lending market. So, non-AI financials, regional banks and fintech. I also like healthcare. You have to…
Add regional banks to this, right? Like a Huntington.
-
Entrada $214,77 30 ago 2026Atual $215,33 09 set 2026Resultado −$0,56vs. índice +0,6% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…k these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by this. A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind …
A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years.
-
Entrada $1.033,99 30 ago 2026Atual $1.028,78 09 set 2026Resultado +$5,21vs. índice +1,4% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…k these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by this. A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind …
A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years.
-
Entrada $204,46 30 ago 2026Atual $203,10 09 set 2026Resultado −$1,36vs. índice +0,2% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…g to be, you know, like CNBC, that's all they're going to be talking about 6 months from now. Software, cyber, automation, robotics. These are companies like Applovin and Zebra Technologies UiPath Rubrik Zeta Global Tesla. Okay? Amplitude. I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names. I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies. I also really like the cyclicals theme, specifically travel cyclicals. I t…
I also do like the energy theme and the battery theme just with AI. Even if AI hardware falls out of favor, there's still going to be massive demand and needs for batteries and more energy infrastructure, which for that I like First Solar and Amicus Technologies. I think the risk reward looks pretty attractive on those two names.
-
Entrada $321,85 30 ago 2026Atual $306,99 09 set 2026Resultado −$14,86vs. índice −3,7% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by…
Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber.
-
Entrada $78,82 30 ago 2026Atual $71,08 09 set 2026Resultado −$7,74vs. índice −8,9% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
… Brands, which owns um uh, what is that? Texas Road, uh, Logan's, one of your major steak houses that that that you guys would would know. I I forget. There's There's a couple notable ones. I like ELF at the right price. I like Sweetgreen. Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber. I think these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by…
Specifically like an Airbnb, Hilton, Las Vegas Sands, something like Uber.
-
Entrada $357,62 30 ago 2026Atual $354,71 09 set 2026Resultado +$2,91vs. índice +1,7% SPY −0,9% no mesmo período
Citar esta recomendação Ver vídeo original * †
Contexto da transcrição original
…k these are going to be themes that have a lot of demand and a secular tailwind towards them. Again, related to travel and people wanting to spend money to do things. I also like non-AI financials. And a lot of people are confused by this. A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years. I like the ones that are more catered to the real economy. Wells Fargo, Robinhood, SoFi, Fiserv, a Root, maybe a Lemonade, maybe an Oscar, right? Some of these intertwine with healthcare and insurance, but you get the idea. These are kind …
A lot of your major banks, like a JP Morgan or even, um, especially like Morgan Stanley or Goldman Sachs, they are massively benefiting from underwriting the debt that is happening around AI hardware, this AI cycle. Once that slows down or begins to slow down, those are stocks that are not going to do well, probably for years.
Comentários 0
Entre para participar da discussão.
EntrarAinda não há comentários. Seja o primeiro a compartilhar sua opinião!