Pedro Pereira

105 posts

Pedro Pereira

Pedro Pereira

@90Pedro23

Katılım Temmuz 2013
685 Takip Edilen72 Takipçiler
j.
j.@intuitrds·
I lost my job Thurs last week. Only have enough saving to pay bills for 2 months and job market looks bleak in terms of finding one to cover expenses. Blown so many accounts the last 5 years. I don't know what to do, feel like there's market opportunity. Any suggestions?
English
17
0
14
8.2K
Justin
Justin@iewney·
$IONQ $OKLO [A transparency post] As some of you might know, I've not been able to make as many thoughtful posts as I would've liked due to the demand of my job. It occupies 85% of my time and mental capacity. AI is coming. AI is here. And work is enabling me to be at the forefront of AI design, development, and adoption. It's right where I want to be. With that being said, here's an update on my portfolio. From peak-to-trough, I'm down about ~$6.5M. What have I done? I have not sold a single share and I've been buying the dips. Why? Because my investment thesis and horizon haven't changed. Both quantum computing and nuclear energy continue to be national security priorities and global leadership must-win imperatives. $IONQ's recent notable achievements (from Gemini): - Technical Milestones & Roadmap: Launched the AQ 64 Tempo system and is on track for a 256-qubit system by late 2026, marking their sixth-generation quantum computer. - Financial Growth & Strength: Reported 202% year-over-year revenue growth, exceeding $100M in GAAP revenue, and entered 2026 with roughly $3.3 billion in cash and investments to fund R&D and acquisitions. - Strategic Expansion & Partnerships: Announced the acquisition of SkyWater Technology to bolster manufacturing, and expanded partnerships with organizations including QuantumBasel, SK Telecom, Hyundai, and KISTI. - Full-Stack Development: Beyond computing, $IONQ is scaling in quantum networking, sensing (e.g., experimentation with the X37B space plane), and security. - Commercial Adoption: Increased remaining performance obligations to $370 million, reflecting strong demand for their, as of, 100-qubit systems. - Record-Setting Performance: Achieved 99.99% two-qubit gate fidelity, marking the highest performance in the industry, enabling more complex algorithms and advancing their roadmap toward million-qubit systems by 2030. $OKLO's recent notable achievements from Gemini): - $META Platforms Agreement (Jan 2026): $OKLO signed a landmark deal with Meta to develop a 1.2-gigawatt nuclear energy campus in Ohio. This agreement includes a prepayment mechanism for power, providing upfront funding to advance project certainty and fuel procurement. - Fuel Supply Chain: $OKLO secured a $2 billion partnership with newcleo for fuel fabrication facilities and is collaborating with Centrus Energy to secure LEU (Low-Enriched Uranium) and fuel materials from government reserves. - Acquisition of Atomic Alchemy: The $25M acquisition provides a subsidiary focusing on isotope production, with plans to turn on a test reactor by July 4, 2026. - NSDA Approval (March 2026): The U.S. Department of Energy (DOE) approved the Nuclear Safety Design Agreement (NSDA) for Atomic Alchemy’s Groves Isotopes Test Reactor in Texas, following an "Other Transaction Agreement" signed in January. - Isotope Commercialization License (March 2026): $OKLO received its first materials license from the NRC for its subsidiary, Atomic Alchemy, allowing it to handle, process, and distribute isotopes for medical and industrial use. - Aurora Design Approval: The DOE approved the NSDA for the Aurora powerhouse project at Idaho National Laboratory (INL), allowing the Preliminary Documented Safety Analysis (PDSA) to proceed. - Fueling Strategy: $OKLO is utilizing DOE Reactor Pilot Programs, which allow for potential exemption from traditional NRC licensing, targeting mid-2026 for criticality of test reactors. - $OKLO CEO, Jason DeWitte, is a part of the President’s Council of Advisors on Science and Technology (PCAST) along with: Sergey Brin $GOOG Safra Catz $ORCL Michael Dell $DELL Fred Ehrsam $COIN Larry Ellison $ORCL David Friedberg Ohalo / $GOOG Jensen Huang $NVDA John Martinis Quantum AI Lab Bob Mumgaard Commonwealth Fusion Systems Lisa Su $AMD Mark Zuckerberg $META One doesn't get a seat at the table without any proper credential or doesn't bring any value to the group. So, yes, I'm still bullish. And, yes, I remain a long-term investor in both $IONQ and $OKLO.
Justin tweet media
English
78
13
277
358.7K
Jan Rosenow
Jan Rosenow@janrosenow·
Uruguay generates nearly 43% of its electricity from wind and solar. In 2010, the share was less than 1%. Most of the rest if hydro. Today, Uruguay produces nearly 99% of its electricity from renewable sources. More here forbes.com/sites/kensilve…
Jan Rosenow tweet media
English
73
400
1.3K
54.4K
THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
-Supreme court rules negatively -Core inflation is higher -GDP is half of what it was expected Markets... higher. Did markets discount it all for now?
English
60
35
584
72.5K
Subu Trade
Subu Trade@SubuTrade·
Yes, this contradicts the bullish stats that I shared previously. Good analysis requires that we look at ALL the data, keeping a balanced view and a weight-of-the-evidence approach. Don't cherry pick data & charts that fit your existing bias.
English
15
6
309
15.9K
Subu Trade
Subu Trade@SubuTrade·
Margin Debt increased +42% in the past 7 months. Investors went all-in. This only happened 5 times before, and the S&P 500 was lower 1 year later every time. The last 2 times? February 2000 & May 2007
Subu Trade tweet media
English
63
299
1.4K
213.1K
Mark W. Yusko - Two Point One Quadrillion
There is a lot of consternation about MCSI potentially kicking $MSTR out of their Indices because they are deemed a Fund (over more than 50% passive assets) By this logic, would have to kick out $BRKA too since 54% of their holdings are passive positions in other listed stocks…
English
22
22
268
35.2K
TrendSpider
TrendSpider@TrendSpider·
Buffett calls himself a value investor. If he’s buying here, what does that tell you? $GOOG
TrendSpider tweet media
English
607
187
2.4K
381.6K
Jacob King
Jacob King@JacobKinge·
Prediction: Bitcoin will never surpass all-time highs ever again.
English
501
76
1.2K
225.3K
Pedro Pereira
Pedro Pereira@90Pedro23·
@account_blown they accumulate on the downside, as always, could keep selling if they bot much lower
English
0
0
2
76
DepressedOptionsTrader, CFA
DepressedOptionsTrader, CFA@account_blown·
Saylor buys 8000 bitcoins. El Salvador buys 1000 bitcoins. Second highest weekly bitcoin buying volume in history. Price collapses -20%. Any explanations here?
English
835
120
3.6K
492.6K
Pedro Pereira
Pedro Pereira@90Pedro23·
@idafegonzalez Nunca escuches a los haters de FinX, no saben nada! Me aburrí de escuchar que no se podía invertir en China. Simplemente el mercado tiene sus ciclos y la negatividad de un sector puede durar unos años
Español
0
0
0
73
Idafe González
Idafe González@idafegonzalez·
El resurgir del muerto. La verdad que me encantaría que saliera todo bien para los accionistas de Nagarro. Primero, porque hay mucha gente invertida de España y me gustaría que les fuera bien. Y, segundo, para ver el discurso de FinX si al final acaba siendo buena inversión 😂 ¿Cambiarán de discurso los haters?
Idafe González tweet media
Idafe González@idafegonzalez

Sería irónico que al final acabara siendo una buena inversión 😂 No es una empresa en la que invertiríamos hoy, aunque en su día le hicimos una tesis… Pero estaría curioso ver qué pasaría en FinX si termina dando una TIR potente. Alejandro saldría como el GOAT absoluto después de holdearla tanto tiempo y cayéndole tanto hate 🤷🏽‍♂️

Español
10
2
59
29.4K
Z
Z@ZeeContrarian1·
I’m starting to believe the next real Black Swan in the markets might come from Bitcoin and spill straight into the Nasdaq. What’s different now compared to past Bitcoin drawdowns? Bitcoin is mainstream. And with that mainstream status came an explosion of ways to borrow, bet, and pile on leverage around it - far more than we’ve ever had before.
English
29
18
294
70.3K
Heisenberg
Heisenberg@Mr_Derivatives·
$BMNR Chart Update: There is one thing that can save this name as it nears the 200dma... And it is this trampoline. Watch it go boing boing off the 200dma. It better.
Heisenberg tweet media
English
83
34
593
174.3K
Prof
Prof@TheProfInvestor·
President's Son has stopped his Buy the dip posts. Bitcoin Flat YTD. We're on our own now.
Prof tweet media
English
23
10
235
34.1K
Pedro Pereira
Pedro Pereira@90Pedro23·
@sam_badawi If he trim half, he could be trading it, and don’t think he sold it with a loss
English
0
0
0
10
Sam Badawi
Sam Badawi@Sam_Badawi·
Peter Thiel sold all of his $NVDA and $VST, and then unloaded most of his $TSLA stake last quarter. Now he’s trimming again, this time selling half of his position in $BMNR. It really begs the question… what is he doing with all of this cash, and more importantly, why?
Sam Badawi tweet media
Sam Badawi@Sam_Badawi

After holding for a few months, Peter Thiel cut his $BMNR position in half, likely taking a loss on the sale. And interestingly, based on the $ETH chart, he trimmed the position right around the same levels Ethereum was trading at back in July.

English
36
16
160
60.6K
Natan
Natan@nataninvesting·
The market is down just 4% from the highs, but it feels like a way bigger dump. A bunch of stocks are down 20–30%, and some have even crashed 50%+ from their recent peaks. What's your favorite opportunity right now?
English
269
20
882
247.1K
Jeremy Lefebvre
Jeremy Lefebvre@HolySmokas·
You are forced to put $100,000 in any stock today November 17, 2025. What stock do you buy?
English
1.5K
33
933
495.9K
Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
I have a feeling that, they won’t let this $JD stock run, until some big players are out of their call options. 👀
Han Akamatsu 赤松 tweet media
English
38
5
253
35.7K
Andrew Hiesinger
Andrew Hiesinger@AndrewHiesinger·
What are the chances we see ATHs again next week?
English
215
10
402
113.2K