Antonio Costa

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Antonio Costa

Antonio Costa

@ACInvestorBlog

52yo Private Trader | +25y experience in US Stocks. Always DYOR - Tweets are my personal opinion, not advice.

Porto - Portugal Katılım Temmuz 2009
572 Takip Edilen216.5K Takipçiler
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Antonio Costa
Antonio Costa@ACInvestorBlog·
Dearest followers, I would like once again to remind everyone, that I don't have any TELEGRAM, Facebook, Threads or Instagram account. Scam artists are using my Twitter profile photo on a daily basis to create fake profiles and then trying to trick people into promoting its scam products. Please be aware of these schemes going around. I've been verified on Twitter for over 4 months. I don't send private Twitter messages promoting services nor ask you for money. Thank you very much to all of you that everyday report these scam artists bc they block me first to avoid being found. I really appreciate your help.
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Antonio Costa
Antonio Costa@ACInvestorBlog·
@simongerman600 8:22 in 🇵🇹 Bullsihit !! In Portugal, almost no one wakes up at 8:22 AM that’s usually only the unemployed living off subsidies. The typical worker is already up by 6:30 AM at least.
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Simon Kuestenmacher
Simon Kuestenmacher@simongerman600·
Why is Greece my favourite country you ask?
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Antonio Costa
Antonio Costa@ACInvestorBlog·
The Strait of Hormuz remains open, as you can see. This tanker is bound for the United States. $USO $SPY Source: Courtesy of Marine Traffic website
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Kevin Xu
Kevin Xu@kevinxu·
Markets are deep red on Weekend Dow Expect a bloody Monday
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Bryan Johnson
Bryan Johnson@bryan_johnson·
I’m 48, my body composition resembles a 20 yr old > bone mineral density 99.6th percentile > body fat of 11.3% > lean mass: 160.1 lbs On these markers, better than >90% of men in their 20s
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Alessandro Palombo
Alessandro Palombo@thealepalombo·
30 million people visited Portugal last year. Most of them left thinking the same thing: could I live here? My honest answer, after weeks on this thread, surprised even us. I live near Lisbon, and my wife has run a development company here for ten years, over a hundred residential and commercial units delivered. I tried to do for Portugal what I did for Italy and Greece: find the interior areas where you'd buy a rural house. We couldn't. We wouldn't live in the Portuguese interior ourselves, and I never advise what I wouldn't do myself. Portugal, for us, is the coast: 11 places where you can buy an incredible house, live quietly, and keep the ocean at your door. Every one passes the same test: we would buy there ourselves. Where you'd overpay, including the most famous name in the country, I say it plainly. Thread 🧵
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Ulises
Ulises@UlisesDavid__·
El técnico de Suiza me recuerda mucho a alguien, pero simplemente no logro recordar a quién...
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Antonio Costa
Antonio Costa@ACInvestorBlog·
Sunset Granja 🇵🇹
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Antonio Costa
Antonio Costa@ACInvestorBlog·
@Breaking911 Come on guys, give me a break. It just looks like a GoPro with a bunch of lights.
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Breaking911
Breaking911@Breaking911·
BREAKING: The Pentagon has released a fourth batch of UFO documents and videos, including what officials describe as the clearest footage yet—showing a large two-tiered object captured by an infrared sensor aboard a U.S. military platform in 2020.
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Antonio Costa
Antonio Costa@ACInvestorBlog·
@emirates That’s my favorite plane for long-haul flights across continents. Madrid to Dubai and then on to everywhere! 😃
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Emirates
Emirates@emirates·
Two floors. Four engines. Top tier. 🔝 That's the Emirates A380. ✈️
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$RUM RUM Group (Quake AI) : Massive AI Infrastructure Upside at a Discount 🚀 imho Post-Northern Data acquisition, Quake AI runs ~22,000 H100/H200 GPUs (utilization ~85%). 2026 guidance: €170–190M revenue. At full capacity on ~250 MW power (target 2027), $3B+ annual run-rate revenue potential via higher-density Blackwell/future GPUs (~$11M+/MW). Margin Drivers: 1 - Operating leverage on fixed GPU/power assets. 2 - Efficient low-cost power (e.g., ~$0.08/kWh sites) + owned data centers. 3 - Premium next-gen GPU mix and contracted demand ($270M+ deals). 4 - Q1 2026 Adj. EBITDA ~€24M on €43M revenue shows strong flow-through. Honestly, the current market cap is very low relative to this $3B+ revenue potential at scale creating a compelling risk/reward setup as execution ramps. Power moat + AI demand tailwinds = exciting setup. With a ~$2.7B market cap (recent trading around $6–7/share range) and a potential $3B+ annual revenue run-rate at full 250 MW capacity (per company materials), it trades at roughly 1x or less that future revenue potential, while its peers trade at 2.1x–3.5x (or higher) forward or potential revenue multiples Thoughts on RUM? DYOR im long on RUM
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$VRAX If my math is correct, the company should now have about $6–6.5 million in cash. Just look at that versus the current market cap
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$VRAX Virax Biolabs Group Limited Announces Closing of Exercise of Preferred Investment Options for $3.3 Million Gross Proceeds
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Sunrise Trader
Sunrise Trader@SunriseTrader·
Sincere thank you to all who follow, share charts/ideas, have conversations and make me laugh each day we show up on X.
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$SPCX not a great close but i think someone wants to execute your stop losses......
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$COSM strong close....
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$FNUC Superb news this morning "Frontier Nuclear Partners with DISA Technologies to Remediate Legacy Uranium Mine Waste at the Maybell Uranium Project"
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$RUM Stay calm and relax. Rumble/Quake AI stands out as one of the more attractive smaller AI datacenter plays thanks to its strong GPU and power assets, solid strategic backing, and clear growth runway at a reasonable valuation. It could be one of the most undervalued names in the micro/mid-cap AI infrastructure segment. The recent price pressure on low volume looks like classic accumulation before a potential breakout. That's just how algorithms operate, they're always trying to fool retail investors.
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Antonio Costa
Antonio Costa@ACInvestorBlog·
There she goes $COSM if it breaks 30c the move could be explosive
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Antonio Costa
Antonio Costa@ACInvestorBlog·
$VRAX just to inform : this company is now trading at nearly 50% below its cash position. Volume today is only 1.4M At current levels good luck shorts !!
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