Everglades Capital

279 posts

Everglades Capital

Everglades Capital

@EvergladesCap

Always looking for events not priced in. Not financial advice, act according to your own convictions.

Everglades Entrou em Haziran 2025
170 Seguindo47 Seguidores
Strobel Capitalista® | USA Uruguay Paraguay
Cliente de Greencard USA EB1 aprovado , me devendo USD4000 pós emissão do Greencard, me procurou desesperado hoje. Teve uma época em que eu fazia USD4k para pedir, USD4k na aprovação do pedido, e somente 4k com o Greencard em mãos. Tipo o @ManfroiRenato , mas eu nunca tive o faro pra caloteiro como ele tem. Não deu certo, é claro. Amigo, agora que vc está no desespero pelas burradas que vc fez nos USA, pra equipe cuidar do teu desespero tem de quitar a divida antes. Eu não inventei as regras da vida.
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Heisenberg
Heisenberg@Mr_Derivatives·
Not a big soccer guy, but Cape Verde be like forget offense. Just play defense. Lol Is there a term for that?
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Jacob Eiting
Jacob Eiting@jeiting·
pre-ai, bad ideas were just bad ideas, now bad ideas are bad ideas with charts and tables
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domoshi
domoshi@heydomoshi·
BREAKING: GameStop now owns 7.5% of eBay as per Form 425 $GME $EBAY
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Everglades Capital
Everglades Capital@EvergladesCap·
@Freyy_is Alright, now write a prompt that avoids all of these and we are golden hahaha
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Freyy
Freyy@Freyy_is·
the em dash is no longer the clearest sign of ai-generated writing. honestly? it’s this.
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Hedgie
Hedgie@HedgieMarkets·
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗
Hedgie tweet media
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Everglades Capital
Everglades Capital@EvergladesCap·
@jvrattes 25% a 35% de chance de pelo menos um corte por lesão. Rogério em 1970, Clodoaldo e Wendell em 1974, Careca em 1982, Cerezo e Mozer em 1986, Mozer e Ricardo Gomes em 1994, Romário, Márcio Santos e Flávio Conceição em 1998, Emerson em 2002, Edmílson em 2006 e Daniel Alves em 2018
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MatheusFla
MatheusFla@_matheusfla·
Mlk a imprensa inglesa e os torcedores do Chelsea estão abismados que o João Pedro não foi chamado pra Copa do Mundo kkkkkkkkk
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American AF 🇺🇸
American AF 🇺🇸@iAnonPatriot·
Does the moon affect stock markets.. This data is INSANE.
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KidsMeal
KidsMeal@Kidsmealstudios·
Ryan Cohen posting the most bullish news in GameStop history… price goes down. Keith’s account posts a scam coin and the stock goes up 8% in after house within minutes. You figure it out yet or are you still mad?
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Invest In Assets 📈
Invest In Assets 📈@InvestInAssets·
Forward PE and the subsequent 10-year returns of S&P 500 historically:
Invest In Assets 📈 tweet media
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Economia Brutal
Economia Brutal@investidorhelp·
🚨 A porra da BYD acabou de inaugurar um trem sem motorista em São Paulo. SP pagou R$ 5,8 bi pra BYD testar tecnologia que ela vai vender pro mundo inteiro a China usou o dinheiro público brasileiro como laboratório gratuito e o pior: funcionou pra caralho Segue:
Economia Brutal tweet mediaEconomia Brutal tweet media
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Everglades Capital
Everglades Capital@EvergladesCap·
@namcios @hamptonism Um dos diferenciais da Bloomberg é a velocidade e latencia dos dados, e isso é bem difícil replicar. Mas ficou irado, me convenceu a ir testar. Sempre quis fazer um sistema para identificar anomalias em opções
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Marcelo Prado
Marcelo Prado@mprado·
What if the Silicon Valley HBO intro covered 2020–2026?
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Everglades Capital
Everglades Capital@EvergladesCap·
@Polymarket But they are selling less overpriced food onboard, so let’s call break even?
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Polymarket
Polymarket@Polymarket·
JUST IN: Weight loss drugs like Ozempic on track to save U.S. airlines more than half a billion dollars in fuel costs this year.
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