Xico

18.3K posts

Xico banner
Xico

Xico

@XiicoSousa

FP&A | #ICT Student | Futures $ES $NQ

Porto | New York Katılım Şubat 2016
348 Takip Edilen548 Takipçiler
Sabitlenmiş Tweet
Xico
Xico@XiicoSousa·
We're likely completing W4 while both Weekly MACD and RSI are "oversold" ... Blow of Top should be coming next 📈
Xico tweet media
English
0
0
1
441
Xico retweetledi
The Analyst
The Analyst@MMatters22596·
$XPEV is a way better investment than $TSLA -Strongest YoY growth in sales of any car manufacturer (+331%) -Humanoid robots able to work in factories, going into massproduction 2026 -Producing their own Edge-Inference AI Chips (Stronger than $TSLA's) Vertical Integration for EV's, Humdanoids, eVTOL's and VW Cars. -$XPEV is the first company to operate a fully built eVTOL production facility-the world's first factory for flying cars. And they already have an entire production-year worth of preorders. The market is projected to hit $200B by 2035. -Massive amounts of Data from EV's to train AI -Projected to become profitable in 2026 Iron is going head to head with Optimus, Xpeng is the fastest-growing car manufacturer in the world, while trading at a ridiculously low P/S of 2.67. (Tesla 16.54) Absolute no-brainer in my opinion.
The Analyst tweet media
English
22
20
148
14.3K
Xico
Xico@XiicoSousa·
@SProfiler1 They are positioned in every high-growth sector right now. This directly fuels stronger financials, firmly supporting the mid- to long-term bullish case for $BABA
English
0
0
1
130
Xico
Xico@XiicoSousa·
$BABA is a sleeping giant, which I find comparable to $AMZN within the Chinese market. It's present in E-commerce, Cloud Computing and AI models, Fulfillment Logistics, Video Streaming and Digital Mapping Services. Mid-Term Target 🎯 - $210-$240
Xico tweet media
English
3
0
0
151
Xico
Xico@XiicoSousa·
@Oscargv46 Exactly, all about Fair Value here!
English
0
0
0
14
Payback Period Visuals
@XiicoSousa Glad it resonated! The math supports your thesis — doubling from here isn't aggressive, it's just mean reversion to fair value
English
1
0
1
23
Xico
Xico@XiicoSousa·
@Oscargv46 Thanks for providing the comparison numbers. That’s exactly what I meant when I compared both tickers. $BABA has to double from here at the very least.
English
1
0
1
145
Payback Period Visuals
The AMZN comparison is spot on — eerily similar business architecture. Sum-of-the-parts breakdown shows the disconnect: • Cloud Intelligence ($6B/q, +38% YoY): worth $80-100B alone • Commerce (Taobao+Tmall+International): $120B+ • Logistics (Cainiao): $20-30B • Net cash: $75.5B • Total SOTP: $220-280B vs ~$180B market cap AMZN trades at 35x forward earnings. BABA at 12x with faster cloud growth (38% vs AWS 28%). The "sleeping" part is the market pricing it as a legacy e-commerce play while it’s becoming a full-stack AI infrastructure company.
Payback Period Visuals tweet media
English
1
0
1
592
Xico retweetledi
🇺🇸 Ronald Carter
🇺🇸 Ronald Carter@USronaldcarter·
TRUMP-XI JUST PUBLISHED THE EXACT LIST OF WHAT THEY AGREED ON ABOUT IRAN AND HORMUZ Not vague summaries. Not "productive talks." NAMED COMMITMENTS. SPECIFIC POINTS. Item by item. 🇺🇸 US companies get expanded access to Chinese markets — signed off in Beijing, May 14 🇨🇳 China increases investment into the United States 🇺🇸 China cracks down harder on fentanyl flowing into America 🌾 China buys more American agricultural products 🛢 Hormuz Strait must stay open — both sides committed in writing ⚓ China explicitly opposes militarization of the Strait of Hormuz ⛽ China opposes anyone charging tolls to pass through Hormuz 🛳 China will buy MORE American oil specifically to reduce its own dependence on the Hormuz route ☢️ Both sides agree: Iran cannot have nuclear weapons 💀 9 named commitments 💀 ZERO quantitative targets in the readout 💀 ZERO new enforcement board created 💀 100% of the Hormuz points exist because Iran nearly shut the world's oil supply in February 2026 Every point on this list exists because Brent crude hit $113 a barrel after US-Israel strikes on Iran triggered the largest oil disruption in modern history. Not diplomacy for its own sake. CRISIS MANAGEMENT. China is Iran's top oil buyer. China just publicly told Tehran that a closed Hormuz is bad for Beijing too. The 2020 Phase One deal had the same structure. China missed almost every agricultural target in that deal. This readout has no numbers and no referee. I'll share more details shortly so turn on notifications, this is VERY important.
🇺🇸 Ronald Carter tweet media🇺🇸 Ronald Carter tweet media
English
268
1.3K
4.1K
646.6K
Xico retweetledi
Carlo Martin
Carlo Martin@Liberfach0·
🇨🇳 | ¡TOTALMENTE INCREÍBLE! Xi Jinping se DESHACE en elogios para Trump: "Presidente Trump, bienvenido de nuevo a China. ¿Podemos construir juntos un futuro mejor? Estas son preguntas que usted y yo debemos responder juntos. Debemos ser socios, NO RIVALES”. ¡Esto nadie se lo esperaba!
Español
357
3.6K
11.7K
157.1K
Xico retweetledi
AJ Inapi (Allan)
AJ Inapi (Allan)@aj_inapi·
President Trump HAS a plan. And it has been in motion long before this week’s summit with Xi Jinping in Beijing. Most people are watching the optics. Very few are studying the infrastructure being built underneath the optics. The ongoing Trump-Xi summit (May 13-15, 2026) is NOT some random diplomatic reset thrown together overnight. The foundational pieces were deliberately laid throughout 2025 and early 2026 to position the United States for immediate economic gains while reducing America’s vulnerabilities to Chinese retaliation. This is coordinated economic statecraft. The October 2025 Busan Trump-Xi meeting was the first major signal. That agreement paused escalation in the trade war, stabilized rare earth flows, restarted large-scale Chinese purchases of U.S. agricultural products, suspended retaliatory tariffs on American farmers through the end of 2026, and created the framework for what is now evolving into a formal “Board of Trade.” That was not weakness. That was stabilization before expansion. President Trump essentially created breathing room for American agriculture, manufacturing, and energy sectors BEFORE entering this Beijing summit. Then came the domestic groundwork. While the media obsessed over headlines, the administration quietly fortified critical sectors inside the United States. • Critical minerals executive orders • Fertilizer production expansion • Domestic phosphate and potash investment • Defense Production Act activation • Reciprocal tariff frameworks • LNG and energy production acceleration • Supply chain security measures All of this matters because leverage in negotiations only works if your own economy can absorb pressure. And that is exactly what President Trump has been building. Take fertilizers alone. The administration moved aggressively in early 2026 to boost domestic phosphorus, nitrogen, and potash production while reducing dependency on unstable foreign suppliers. That directly lowers costs for American farmers. Lower input costs + renewed Chinese agricultural demand = stronger farm profitability heading into late 2026. That is not accidental. That is engineered. The same thing is happening with critical minerals. China still dominates rare earth processing, but the Trump administration spent the last year building fallback supply chains, tariff exemptions for strategic industries, and domestic production capacity BEFORE sitting down with Beijing. That changes the negotiating dynamic entirely. America is no longer entering talks from a position of panic. It is entering from a position of managed resilience. And now we are seeing the payoff phase begin. What are the likely immediate wins coming out of this summit? 1. Expanded Chinese purchases of U.S. soybeans, beef, and agriculture. 2. Stabilized rare earth access for American manufacturing, EVs, tech, and defense industries. 3. Lower pressure on energy prices through coordinated Hormuz stabilization and expanded U.S. LNG/oil exports. 4. A formalized U.S.-China “Board of Trade” to manage disputes and keep supply chains flowing. 5. Reduced tariff uncertainty for businesses and consumers. Notice something important: These are not ideological victories. These are pocketbook victories. Lower input costs. Lower inflation pressure. More exports. More manufacturing stability. More energy security. More predictability for markets. This is why many commentators fundamentally misunderstand President Trump. They keep analyzing him like a traditional politician. He operates more like a CEO restructuring a global balance sheet. The goal is not "permanent" friendship with China. The goal is controlled competition where America gains maximum economic advantage while minimizing strategic exposure. That is why this summit matters. The administration spent over a year preparing the foundation BEFORE the cameras arrived in Beijing. And now the pieces are starting to connect: • Trade stabilization • Energy leverage • Domestic manufacturing resilience • Agricultural competitiveness • Critical mineral security • Strategic tariff flexibility This is not random diplomacy. This is long-horizon economic positioning designed to produce visible results for American workers, farmers, manufacturers, and consumers heading into the midterms and beyond. And whether people like President Trump or not, one thing is becoming increasingly difficult to deny: There IS a strategy. And it has been unfolding in phases the entire time. Again, check out my ebook (link in bio)
AJ Inapi (Allan) tweet media
English
29
340
608
19.9K
Xico retweetledi
Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
Babe wake up Elon’s doing the autism spin again 💀
English
429
792
21.9K
2.1M
Xico retweetledi
Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 HOLY CRAP! Chinese President Xi has agreed to the following wins for President Trump 1. On Iran, give the US "ANYTHING TRUMP NEEDS" 2. Buy more soybeans 3. Buy more USA oil 4. Buy more LNG 5. Buy 200 Boeing jets 47 NEVER stops fighting for us abroad 🇺🇸🇨🇳
English
3.2K
15.2K
65.7K
2.2M
Xico retweetledi
Nick Sortor
Nick Sortor@nicksortor·
🚨 BREAKING: Details of discussions in President Trump and Xi Jinping’s bilateral meeting have been RELEASED There were SEVERAL key wins the White House is touting: - Ending the flow of fentanyl precursors into the US - Shifting China to purchase more AMERICAN OIL rather than depending on oil from the Strait of Hormuz (China buys 90% of Iran’s oil exports) - Increasing Chinese purchases of American agricultural goods - Chinese opposition to Iran charging tolls in the Strait of Hormuz - Mutual agreement that Iran cannot have a nuclear weapon - Ending militarization of the Strait & more SO FAR SO GOOD! 👏
English
185
1.1K
4.6K
197.2K
Xico
Xico@XiicoSousa·
In the bigger picture, I’m even more bullish on $BABA … call me crazy 🫡 Target 1 🎯 - $250-$335 Target 2 🎯 - $420-$470
Xico tweet media
English
0
0
0
103
Xico retweetledi
Rapid Response 47
Rapid Response 47@RapidResponse47·
.@POTUS delivers remarks at the state banquet dinner at the Great Hall of the People: "It was a fantastic day, and in particular, I want to thank President Xi, my friend, for this magnificent welcome... and for so graciously hosting us on this very historic state visit."
English
216
1.4K
8.5K
248.1K
Xico retweetledi
Rapid Response 47
Rapid Response 47@RapidResponse47·
.@POTUS meets with President Xi at the Great Hall of the People in Beijing: "It's an honor to be with you, it's an honor to be your friend, and the relationship between China and the U.S.A. is going to be better than ever before. Thank you very much!"
English
280
1.4K
7.9K
364.3K
Xico retweetledi
Marcos Agustín
Marcos Agustín@marcosagusstinn·
Russia’s economy didn’t collapse because China and India replaced the West as buyers of Russian oil/exports The result? Moscow went from “independent superpower” to an economy heavily dependent on Beijing and Delhi to keep its currency, budget and war machine alive. The Kremlin won’t admit it, but China now holds the “yes or no” to any major strategic decision Russia wants to make, whether they acknowledge it or not.
Marcos Agustín tweet mediaMarcos Agustín tweet media
English
35
131
957
1.9M
Xico
Xico@XiicoSousa·
You can call me ABSOLUTELY CRAZY now for targeting $HOOD above $400. Just gotta sit and wait ... it's likely coming faster than what's showing in the chart 🤣
Xico tweet media
English
0
0
1
32
Xico
Xico@XiicoSousa·
How can you not like $HOOD when Metrics are growing at such pace and the chart is looking like this? And that's just for the completion of Long-Term most expansive move (Wave 3) ... just wait for the Wave 5 targets to call me ABSOLUTELY CRAZY 🤯
Xico tweet media
Shay Boloor@StockSavvyShay

$HOOD JUST POSTED ITS APRIL METRICS User growth is steady but platform monetization continues scaling much faster: • 27.6M funded customers (+1.65M YoY) • $345B platform assets (+49% YoY) • $249B equity volumes (+57% YoY) • 225M options contracts (+34% YoY) • $18B margin book (+114% YoY)

English
1
0
1
101