Fernando Pertini
@DecodeMarkets
30+ years in markets. Early. Contrarian. Right. That’s how alpha is made.
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If you liked $NVDA at $190 you will love it at $120
The loop that will open your eyes 👀 $NVDA “backs” OpenAI → OpenAI signs a multi-hundred-billion cloud with $ORCL → $ORCL orders massive $NVDA hardware. Reflexivity > productivity Add China’s Nvidia chip crackdown and tell me multiples expand from here Time to short? Do…
Two reasons behind the DJT reaction? The failed Nobel Prize… or what’s going on with $NVDA in China 🇨🇳 Or probably both. $VIX to stay well bid.
Listen to the news and think about this: 🍑No country can replace Russian gas in Europe in the long-term except Iran! 🍑No country can stop the rise in oil and gas prices long-term except Iran! 🍑No country benefits from Iran's wealth like China. 🍑No oil producing country…
Never fails
As a confirmed gold bug for four decades i think gold is finally catching up with the ridiculous U.S. budget deficit.
Can’t stop watching this chart Imagining what’s coming next Nuclear is the answer!
The elephant in the room: Alphabet, Amazon, Meta, Microsoft, and OpenAI alone have announced $800 BILLION in commitments for new data centers in 2025. Meanwhile, electricity prices are up +35% since 2022. With nuclear power 10+ years away, how will we meet electricity demand?
Will this be a REAL ceasefire? Oil OTM calls might get some love
No one wants to lend “fiat” at low rates for long periods of time Welcome to the new normal Higher long rates everywhere
Sweden 🇸🇪 the overlooked player in the nuclear race. For now. $SVIK.SS datacentremagazine.com/articles/can-s…
If you’re short OIL, I’ve got some bad news for you. The correlation between crude oil and the 5-year breakeven inflation rate is deeply negative right now, which is a rare event. Historically, whenever this weekly correlation stayed below –0.35, the following 12-month…
🔥🔥🔥
Palladium Illiquid enough to be ignored. Explosive enough to matter. You won’t get a second chance once it starts moving Do your DD. Thank me later. $PALL
Higher long US rates for longer. Steep curve to become the new normal
Higher long US rates for longer, BTW… Who’s eager to lock funds for 10 or 30 years in a currency that loses value vs Gold by the hour?
Yields Jump After Ugly 10Y Auction Tails, Foreign Demand Tumbles zerohedge.com/markets/yields…
Who is buying Gold? The same that stopped financing US deficits… Higher US long rates are inevitable
Long US Soybeans
"Farm bankruptcies are soaring amid low crop prices," per FORTUNE
The transition from $700T in closed systems to open infrastructure is the trade of the decade The asset is $ETH, the ticker is $SBET
My 2¢ to @SharpLinkGaming: remove “Gaming” With @joechalom (ex–Head of Digital Assets Strategy at BlackRock) + Joseph Lubin (Ethereum co-founder, ConsenSys), this is $ETH infra, not gaming Plenty of institutions can’t buy stocks with “Gaming” in the name. Unblock $SBET
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