Recomendações
Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.
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Entrada $87,53 17 jul 2026Atual $89,67 09 set 2026Resultado +$2,14vs. índice −0,1% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $17,28 17 jul 2026Atual $17,33 09 set 2026Resultado +$0,05vs. índice −2,3% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $25,05 17 jul 2026Atual $27,78 09 set 2026Resultado +$2,73vs. índice +8,3% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $59,63 17 jul 2026Atual $52,08 09 set 2026Resultado −$7,55vs. índice −15,2% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $67,18 17 jul 2026Atual $49,22 09 set 2026Resultado −$17,96vs. índice −29,3% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $29,10 17 jul 2026Atual $31,76 09 set 2026Resultado +$2,66vs. índice +6,6% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $21,68 17 jul 2026Atual $30,42 09 set 2026Resultado +$8,74vs. índice +37,7% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $78,97 17 jul 2026Atual $88,82 09 set 2026Resultado +$9,85vs. índice +9,9% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $12,15 17 jul 2026Atual $13,57 09 set 2026Resultado +$1,42vs. índice +9,1% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $103,24 17 jul 2026Atual $131,11 09 set 2026Resultado +$27,87vs. índice +24,4% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $224,26 17 jul 2026Atual $230,19 09 set 2026Resultado +$5,93vs. índice +0,1% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $312,33 17 jul 2026Atual $358,38 09 set 2026Resultado +$46,05vs. índice +12,2% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $268,90 17 jul 2026Atual $331,48 09 set 2026Resultado +$62,58vs. índice +20,7% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $258,69 17 jul 2026Atual $225,27 09 set 2026Resultado −$33,42vs. índice −15,5% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $13,22 17 jul 2026Atual $13,23 09 set 2026Resultado +$0,01vs. índice −2,5% SPY +2,6% no mesmo período
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…hat I think really outperform as well over the next couple of years. nonAI industrials, nonAI financials. Some of the banks like a Wells Fargo to me looks pretty good all things considered, right? Banks that really cater to middle America. Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software. Some of them have different, you know, riskreward profiles of course, but these are the stocks I think double, triple, 5x, 10x over the next one to three years. And and that's what we do on this channel. We're trying to find outsized oppo…
Within software, I think Zeta, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, and Back Blaze. These these are some of the names that I really like within software
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Entrada $286,96 17 jul 2026Atual $259,76 09 set 2026Resultado −$27,20vs. índice −12,0% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $19,46 17 jul 2026Atual $14,85 09 set 2026Resultado −$4,61vs. índice −26,3% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $28,99 17 jul 2026Atual $27,64 09 set 2026Resultado −$1,35vs. índice −7,2% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $8,54 17 jul 2026Atual $9,04 09 set 2026Resultado +$0,50vs. índice +3,3% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $73,69 17 jul 2026Atual $100,08 09 set 2026Resultado +$26,39vs. índice +33,2% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $7,08 17 jul 2026Atual $6,95 08 set 2026Resultado −$0,13vs. índice −4,4% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $145,98 17 jul 2026Atual $169,63 09 set 2026Resultado +$23,65vs. índice +13,6% SPY +2,6% no mesmo período
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…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $321,32 17 jul 2026Atual $306,99 09 set 2026Resultado −$14,33vs. índice −7,0% SPY +2,6% no mesmo período
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Contexto da transcrição original
…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $43,76 17 jul 2026Atual $37,35 09 set 2026Resultado −$6,41vs. índice −17,2% SPY +2,6% no mesmo período
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Contexto da transcrição original
… looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell…
Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea
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Entrada $45,36 17 jul 2026Atual $43,33 09 set 2026Resultado −$2,03vs. índice −7,0% SPY +2,6% no mesmo período
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Contexto da transcrição original
…ortunities. I don't care about a 20%, you know, a stock that's going to go up 20%. AI stocks might do that in some kind of rebound rally. I'm looking for the next 5 10xer, right? So, some of those I think they're going to have huge upside. cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoF…
cyclicals, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands
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Entrada $461,85 17 jul 2026Atual $426,08 09 set 2026Resultado −$35,77vs. índice −10,3% SPY +2,6% no mesmo período
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…I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 for 95 out of the top 100 companies for um automation and warehouses and inventory and things…
Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra
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Entrada $41,25 17 jul 2026Atual $42,62 09 set 2026Resultado +$1,37vs. índice +0,8% SPY +2,6% no mesmo período
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…I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 for 95 out of the top 100 companies for um automation and warehouses and inventory and things…
Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra
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Entrada $7,72 17 jul 2026Atual $10,81 09 set 2026Resultado +$3,09vs. índice +37,5% SPY +2,6% no mesmo período
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… things like this and they're pursuing this you know AI road map which kind of like symbiotic just more of the you know data side of it. They they sell hardware things as well. But Zebra is another interesting one within the robotic space. I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price. Within AI stocks, I do like some of the data center names. I think compute is going to be um more in demand, right? But I also think if we go from 700 billion to 900 billion in capex, if memory prices come down a little bit or server pric…
I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price
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Entrada $214,96 17 jul 2026Atual $269,28 09 set 2026Resultado +$54,32vs. índice +22,7% SPY +2,6% no mesmo período
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… things like this and they're pursuing this you know AI road map which kind of like symbiotic just more of the you know data side of it. They they sell hardware things as well. But Zebra is another interesting one within the robotic space. I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price. Within AI stocks, I do like some of the data center names. I think compute is going to be um more in demand, right? But I also think if we go from 700 billion to 900 billion in capex, if memory prices come down a little bit or server pric…
I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price
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Entrada $188,68 17 jul 2026Atual $235,01 09 set 2026Resultado +$46,33vs. índice +22,0% SPY +2,6% no mesmo período
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…it or server prices come down a little bit, you might actually deploy more gigawatts with, you know, less money, right? So compute could actually grow. That could be really good for data centers like a Kors or a Keel potentially, you know, with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities. Of course, I like software. I like cyclicals more at this point. I like financials more at this point, but I do think at the right price, AI stocks are a buy kind of this is my expectation from here on into 2027. I think we're gonna have …
with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities
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Entrada $171,78 17 jul 2026Atual $176,40 09 set 2026Resultado +$4,62vs. índice +0,1% SPY +2,6% no mesmo período
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…it or server prices come down a little bit, you might actually deploy more gigawatts with, you know, less money, right? So compute could actually grow. That could be really good for data centers like a Kors or a Keel potentially, you know, with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities. Of course, I like software. I like cyclicals more at this point. I like financials more at this point, but I do think at the right price, AI stocks are a buy kind of this is my expectation from here on into 2027. I think we're gonna have …
with other AI stocks, Marll and Qualcomm at the right price. If AI stocks continue to sell off, I I do think those are going to be very attractive opportunities
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Entrada $202,81 17 jul 2026Atual $223,67 09 set 2026Resultado +$20,86vs. índice +7,7% SPY +2,6% no mesmo período
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…ch stocks into AI stocks like we can see today earlier in the trading day once we started trading AI stocks were getting smoked and then they kind of climbed back as some of the Iran rhetoric grew more aggressive throughout the day because would you rather own Nvidia or Delta Airlines if oil goes goes past $100 a barrel again, you'd rather own Nvidia. So, it is a force to help out AI stocks, but at a time in which people are starting to question the capex trade, I don't know if that's going to be enough to cause another FOMO like rally for AI stocks. And that's probably one of the bigg…
would you rather own Nvidia or Delta Airlines if oil goes goes past $100 a barrel again, you'd rather own Nvidia
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Entrada $99,96 17 jul 2026Atual $115,28 09 set 2026Resultado +$15,32vs. índice +12,8% SPY +2,6% no mesmo período
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…een, Airbnb, Hilton, Tesla, Nike, Las Vegas Sands. Although not a huge fan of Nike at this point, I think they're really missing the ball on consumer trends, but like if you really wanted to own Nike, I I'm I'm not going to hate that idea. within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point. Robotics, you know, Tesla, Rockwell Automation, Symbotic, as well as Zebra, you know, Zebra. Zebra Technology is a very interesting company. have started to do some research on about a 12 billion market cap. They're used by 94 out of 100 …
within financials, Wells Fargo, a Robin Hood, SoFi, Fizzer, Root, Lemonade or Oscar. Some of these I think are also going to well outperform the markets and outperform AI stocks from here at this point
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Entrada $85,62 17 jul 2026Atual $100,41 09 set 2026Resultado +$14,79vs. índice +14,7% SPY +2,6% no mesmo período
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… things like this and they're pursuing this you know AI road map which kind of like symbiotic just more of the you know data side of it. They they sell hardware things as well. But Zebra is another interesting one within the robotic space. I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price. Within AI stocks, I do like some of the data center names. I think compute is going to be um more in demand, right? But I also think if we go from 700 billion to 900 billion in capex, if memory prices come down a little bit or server pric…
I do like energy. I think energy will be important. Nuclear like UU Leu, New Scale Power, CCJ, some of these things. Um you know even like uh uh you know uh Bloom Energy, something like that could even be um kind of interesting at the right price
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Entrada $1.354,82 17 jul 2026Atual $1.764,17 09 set 2026Resultado −$409,35vs. índice −32,8% SPY +2,6% no mesmo período
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… [laughter] You know, you're early. And that's the idea. You want to be early to market trends and when things are shifting. And that's what I think we're really good at at at doing on this channel. You know, I was warning about AI stocks. I was warning about a SanDisk at $2,200 a share warning that the stock could fall 50%. You know, stock's down to $1,400. Since I was giving you guys these warnings, SanDisk is down like 40%, 39% at the low of the day today. It was down 40 almost 44%. You know, is the selling over with here? Maybe, maybe not, you know, but even then, I don't think this is where you have to be crowding. I think there are much better areas that are going to make people a lot of money. So, let me know your thoughts on all of this down below in the comment section. Hit the like button as well as subscribe to the channel if you guys have not…
I was warning about a SanDisk at $2,200 a share warning that the stock could fall 50%. You know, stock's down to $1,400. Since I was giving you guys these warnings, SanDisk is down like 40%, 39% at the low of the day today. It was down 40 almost 44%. You know, is the selling over with here? Maybe, maybe not, you know, but even then, I don't think this is where you have to be crowding
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