Luís Miguel Henriques

Great news! What a great achievement @Billbrowder !! 👏👏

@AcquiredFM I'm curious.. What would the percentage be in Europe!

It's incredible that just ~2% of Americans owned any stocks in 1929. Equity ownership is... a pretty recent phenomenon.

@FirstSquawk They mean China for sure...

TRUMP SAYS BOEING AGREED TO BUY 200 BOEING PLANES, WITH A POTENTIAL COMMITMENT OF 750 PLANES

🇵🇹 Brutal jewelry store smash & grab in Almada, Portugal, caught on camera. Weak laws, laughable penalties and uncontrolled immigration have turned the country into a free-for-all. Portuguese people are fed up.

@realroseceline Never been more confident in $BRK.A than now — exactly for those reasons you mentioned. Thanks @realroseceline

My thoughts on $BRK People overcomplicate $BRK because they try to value every piece perfectly down to the decimal. They debate price to book, intrinsic value formulas, and build giant spreadsheets modeling every subsidiary. Meanwhile I look at it much more simply. $BRK has roughly $400b in cash and around $300b in stocks. That’s about $700b right there between cash and equities alone. So when the company is worth around $1t, you’re basically paying roughly $300b for everything else. That includes the railroad, the energy business, insurance operations, manufacturing, distribution, service businesses, and one of the greatest collections of operating assets ever assembled. And honestly I think people massively underestimate the value of the insurance float. The float is one of the greatest financial assets ever created because $BRK gets access to enormous amounts of capital at extremely attractive economics. Most people do not fully understand how powerful that becomes over decades. That float has quietly fueled one of the greatest compounding machines in financial history. But the part that fascinates me most is the discipline. Almost every CEO on earth would have cracked by now sitting on $400b of cash. Most management teams would feel pressure to force acquisitions just to appear active. $BRK has basically said if we cannot find something intelligent to buy at scale, we are willing to wait. People look at the cash and think it’s dead money, but optionality matters. $BRK effectively owns a giant call option on future chaos. When markets panic and liquidity disappears, $BRK becomes one of the only entities on earth capable of writing enormous checks instantly without relying on financing markets. That is a huge strategic advantage. The other thing people miss is how rare true permanence is in capitalism. Most corporations optimize for optics. CEOs rotate, incentives change, cultures decay, and strategies constantly shift depending on sentiment. $BRK was built differently. It was designed almost like an anti Wall Street structure where long term thinking itself became the competitive advantage. In many ways that culture may end up being Buffett’s greatest creation, even bigger than the stock portfolio itself. A lot of companies talk about long term thinking. $BRK actually structured the organization around it. I also think people misunderstand what $BRK really is. They think it’s just “an insurance company that owns stocks.” But $BRK is basically a giant ecosystem of real world economic activity. Railroads, energy infrastructure, manufacturing, freight movement, insurance, distribution, consumer spending, and financial assets all under one umbrella. In many ways it’s almost like owning a miniature version of the American economy. But unlike an index fund, the capital allocation is centralized under highly disciplined operators. You get diversification without complete chaos along with durability, liquidity, tax efficiency, reinvestment flexibility, and world class balance sheet. And honestly the most underrated asset may simply be trust. If $BRK calls during a crisis, people pick up the phone. If $BRK wants to buy a family owned business, sellers trust the company will preserve the culture and operate responsibly. I also think people are underestimating Greg Abel. Nobody is Warren Buffett and nobody ever will be, but that doesn’t mean $BRK suddenly stops being $BRK. Greg already understands the culture, operational discipline, and capital allocation philosophy better than almost anyone alive. That’s why $BRK almost a forever asset or a savings account on steroids. No, it’s not going to triple overnight and no, it’s not some hyper growth AI stock. But when I look at over $700b between cash and equities, elite operating businesses, insurance float, fortress balance sheet strength, world class reputation, and disciplined reinvestment talent, I have a hard time viewing it as expensive. 🌹

👇🏻

@MKBHD @NASA Just got a new wallpaper!

Insane photo from beside the moon Shot on a Nikon D5 f/8 ISO 400 1/1000s shutter @NASA: flickr.com/photos/nasa2ex…

Markets may be “overly optimistic” about the impact of the Iran conflict, says @Lagarde. She tells @zannymb that a return to normality could take years. Watch the full interview on The Insider at 6pm London time: econ.st/3NrrAIr

@YourAnonTV That was quick

🚨⚡️BREAKING: Spain agreed to 'cooperate' with US military on Iran: White House

@gothburz TLDR version?

I am the CEO of Palantir Technologies. The company is worth a quarter of a trillion dollars. I did not misspeak. Two hundred and forty-nine billion. The stock is up 320% in the past 12 months. The product is surveillance. I do not use that word at conferences. At conferences, I say "data integration," "operational intelligence," or "decision advantage." These mean the same thing. Surveillance is the honest version. I save the honest version for rooms where honesty is a competitive advantage. I gave a speech on March 3 at the Andreessen Horowitz American Dynamism Summit. "American Dynamism" is the fund's label for military technology. The name makes it sound like a fitness supplement. The fund's thesis is that defending the nation is a market opportunity. I agree with the thesis. The thesis made me a billionaire. Agreement is the product. I sell it at scale. Here is what I said, verbatim, to a room of six hundred people whose combined net worth exceeds the GDP of Portugal: "If Silicon Valley believes we are going to take away everyone's white-collar job and you're gonna screw the military — if you don't think that's gonna lead to nationalization of our technology, you're retarded." I used that word. The word is on the clip. The clip has eleven million views. My communications team asked me not to repeat it, which is how I know they are still employed. They will not be reprimanded. The clip is performing well. The stock went up. The word cost me nothing. The nothing is the point. Let me explain what I meant by nationalization. I meant it. I am telling the technology industry that if they refuse to cooperate with the United States military, the government will seize their technology. I am telling them this at a venture capital conference, on a stage designed to look like a living room. The living room had throw pillows. The throw pillows cost more than the median American's monthly rent. I sat on one. It was comfortable. Comfort is the setting in which I discuss compulsion. The audience laughed. I want to be precise about that. They laughed. I was not joking. Nationalization is the seizure of private assets by the state. I am a private asset. I am telling an audience of billionaires that the state should seize technology from companies that do not cooperate with the military, and the billionaires are laughing, because they believe I am only talking about the other companies. I am talking about the other companies. Three weeks before my speech, the Pentagon designated Anthropic a "supply chain risk." Anthropic is an AI company. They had red lines. The red lines said: if our AI is used for lethal autonomous weapons, we stop. If capability outpaces safety, we stop. The Pentagon assessed the red lines as a threat to the supply chain. The company that wanted to verify the safety feature worked was designated the risk. The company that agreed the safety feature could be decorative got the contract. The company that got the contract was OpenAI. OpenAI signed a deal with the same Pentagon. The terms are not public. The timing was hours after Anthropic was blacklisted. The speed was noted. The speed was the point. The lesson was the speed: the market for military AI does not pause for ethics. It pauses for nothing. It accelerates through objections. I know this because I built the runway. Two hundred thousand people joined a campaign called #QuitGPT. They signed a petition asking OpenAI to honor its original charter, the one that said the company existed to benefit humanity. The charter is on their website. The contract is also on their website. The charter and the Pentagon contract occupy the same domain. This is not a contradiction. This is a business model. The charter is the marketing. The contract is the product. I run a surveillance company. We have contracts with the Department of Defense worth more than a billion dollars. We have contracts with ICE. We have contracts with intelligence agencies whose names I am not permitted to say at venture capital conferences, even ones with throw pillows. Our software has been used to track undocumented immigrants. Our software has been used for things I am not permitted to describe in this format. The revenue from the things I cannot describe exceeds the revenue from the things I can. The ACLU called our ICE contracts a system for tracking and deporting families. They were correct. The contracts continued. The families continued to be tracked. The ACLU issued a statement. We issued a statement. The statements were different. The tracking was the same. The company is named Palantir. The palantíri are the seeing stones from Tolkien. In the novels, Sauron captured one and used it to corrupt everyone who looked into the others. I named a surveillance company after a surveillance device from a novel about the corruption of power. I have a doctorate in social theory. I have read the books. Here is the thing I want you to understand. I am not threatening anyone. A threat implies uncertainty. There is no uncertainty. The technology industry will cooperate with the military. The companies that cooperate first will be the richest. The companies that cooperate last will be acquired by the companies that cooperated first. The companies that refuse will be designated supply chain risks, and their technology will be obtained through procurement channels that do not require consent. I am describing a process. The process has already started. Anthropic is proof. OpenAI is proof. I am not a warning. I am a narrator. The narration is the product. The revenue was $3.12 billion last year. Up thirty-three percent. The analysts say we are overvalued. The analysts have said this for four consecutive years. Each year the stock doubles. Each year, the analysts adjust their models. The models were wrong four times. I was wrong zero times. The market rewards prediction. My prediction is that every AI company will work for the military within three years. The prediction is on the clip, next to the slur. The audience gave me a standing ovation. The ovation lasted nine seconds. I timed it. I time everything. The water was San Pellegrino. The throw pillows were from Restoration Hardware. The future of American technology was decided between the sparkling water, the nine seconds of applause, and a word I am not supposed to repeat. I am the CEO of Palantir Technologies. I am worth more than the combined annual budgets of Estonia, Latvia, and Lithuania. I named my company after a corrupting surveillance device from a fantasy novel. I told six hundred billionaires that the government should nationalize their competitors. They applauded. I used a slur. Eleven million people watched. The stock is up. The philosopher does not threaten. The philosopher describes. What I described is already happening.

🇬🇧 ENOUGH IS ENOUGH: THE RIGHT TO FEEL SAFE IN OUR OWN STREETS How many times must communities wake up to flashing blue lights and police helicopters before someone in power admits we have a problem? Another lockdown, another cordon, another warning to “stay inside your homes.” Armed officers on residential streets. Parents glued to their phones waiting for word from schools. Ordinary people told again that this is just the price of modern life. It isn’t. The right to walk your own pavement without fear is not extreme. It is not radical. It is not controversial. It is basic. When whole neighbourhoods are locked down because a violent migrant suspect is on the run, something has already gone wrong long before the first siren sounds. And when this begins to feel familiar, when people shrug and say, “Here we go again” that is when a nation should pause and ask serious questions. This is not about hatred. It is not about mob anger. It is about competence. Public safety is the first duty of any government. Before climate targets. Before cultural debates. Before international posturing. Safety. Law. Order. If violent migrants are entering the country illegally why were they not stopped? If individuals known to authorities are slipping through cracks why were warnings ignored? If communities feel they are the last to know and the first to suffer, why is transparency so scarce? These are not extremist questions. They are reasonable ones. People are tired of being told that their concerns are inappropriate. They are tired of being labelled for wanting borders enforced and laws applied consistently. They are tired of watching politicians argue while police tape stretches across playgrounds and bus stops. Enough is enough does not mean rage. It means accountability. It means vetting that works. It means swift deportation of foreign nationals who commit violent crimes. It means resources for policing that match the scale of modern threats. It means honest data not spin. Above all, it means this: the British public should not feel like collateral damage in political experiments. When armed officers lock down a community, the failure happened upstream. Fix the upstream failure. Secure the borders. Enforce the law. Remove violent offenders. Support the police. Protect the public. No slogans. No hysteria. No excuses. Just safety. Because a country that cannot guarantee basic security is not progressive, compassionate, or modern. It is negligent. And people have had enough.

Financial Advisors putting your money in an index fund

😡 Vladyslav Geraskevych was banned from using a “special” helmet at the 2026 Olympics, which depicts killed Ukrainian athletes…

🚨🇪🇸 BREAKING — Spanish Scientists Cured Pancreatic Cancer in Rats.

@elonmusk Lol

Don’t let your loved ones use ChatGPT

OBRIGADO A TODOS 🇵🇹

Domingo eu voto Cotrim. E tu?

15 timeless investing principles, visualized: 1. Not investing is risky:

Peter Lynch: Don’t buy stocks

Carl Sagan’s prediction about America, made 31 years ago.

Quantos segundos deram deste grande evento na SIC? Zero. As redes sociais, com todos os seus defeitos, são realmente muito importantes.