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Thu, Feb 5th, 2026

Thu, Feb 5th, 2026

Luis Flavio Nunes

Luis Flavio Nunes

Luis Flavio Nunes has been analyzing financial markets since 2017, bringing a mathematician’s logic to a contrarian’s questions. He believes the best investment advice should be clear, data-driven, and honest. Rather than chase headlines, his work uncovers what isn’t being reported, the crucial factors the market overlooks. He aims to help everyday investors see below the surface and build wealth through fundamental analysis and long-term thinking.

Most Recent Stories

How Bitcoin ETF Arbitrage Turned a 5% Correction Into a 15% Crash

Bitcoin's 15% crash wasn't about fear, but it was ETF plumbing that broke, and the fix is already underway.

BTC : 32.46 (-3.94%)
Why Microsoft's $70B AI Spending Backfired While Meta's $135B Bet Paid Off

Microsoft lost $357 billion by hoarding GPUs for internal AI projects instead of serving Azure customers, while Meta surged 10% by proving AI spending boosts ad revenue.

MSFT : 414.19 (+0.72%)
META : 668.99 (-3.28%)
TSMC’s Record Quarter: The Numbers Wall Street Is Overlooking

Taiwan Semiconductor (TSM) just posted the kind of quarter that usually ends the debate. The numbers were undeniable: $16 billion in profit, 35% year-over-year growth, and forward guidance aggressive enough...

NVDA : 174.19 (-3.41%)
AAPL : 276.49 (+2.60%)
QCOM : 148.89 (+1.16%)
TSM : 325.74 (-2.98%)
Nvidia’s H200 China Approval Looks Like a Win. Beijing’s H20 Rejection Proves It’s Not.

Trump granted export rights to a chip Beijing will likely refuse to buy. The H20 precedent from five months ago shows exactly how this ends.

BABA : 159.14 (-2.76%)
NVDA : 174.19 (-3.41%)
BIDU : 137.95 (-4.77%)
TCEHY : 70.6800 (-4.14%)
Paramount’s $30 WBD Bid Hides a $54 Billion Debt Bomb Behind the Premium

Paramount is buying an empire with someone else’s money in an industry that’s shrinking — It worked out terribly for AT&T, and it will for Paramount too.

APO : 132.80 (+4.69%)
NFLX : 80.16 (+0.28%)
C : 117.43 (-0.24%)
PSKY : 10.75 (-0.56%)
BAC : 55.38 (+1.71%)
T : 27.22 (+1.45%)
WBD : 27.03 (-0.59%)
AMZN : 232.99 (-2.36%)
DIS : 107.05 (+2.72%)
Netflix’s $83B Bet: Buying Hollywood or Building a Tollbooth?

Netflix’s $82.7 billion bid for Warner Bros. Discovery is a grab for control of premium screen time and ad dollars, with regulators and execution risk deciding whether the payoff is worth it.

NFLX : 80.16 (+0.28%)
GOOG : 333.34 (-2.16%)
AAPL : 276.49 (+2.60%)
PSKY : 10.75 (-0.56%)
T : 27.22 (+1.45%)
WBD : 27.03 (-0.59%)
AMZN : 232.99 (-2.36%)
DIS : 107.05 (+2.72%)

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Source: Redfin H/T: @dailychartbook
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BREAKING 🚨: U.S. Housing Market Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀 https://t.co/nrxogUdOza
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Gold back above $5,000 🥳🤑🫂 https://t.co/p5rRptS3rS
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Amundi, Europe's largest asset manager with $2.4 Trillion in AUM, will reduce exposure to the U.S. over the next 12 months 🚨🚨 https://t.co/GifHrUHI8o
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Berkshire Hathaway $BRK.A on a heater while the rest of the market dumps 🚨 Warren does it again 🫡 https://t.co/oTQKXQADl0
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Silver on track for its 10th consecutive green month, its longest winning streak in history https://t.co/sDc7J3Ncde
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Enphase $ENPH has 2nd biggest gain in history and is now above its 200-day moving average after beating earnings expectations ✅ Is this the start of its recovery? For magnified bullish exposure, consider the Tradr 2X Long ENPH Daily ETF $ENPX from @TradrETFs #Sponsored https://t.co/RjWmejtQlg
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Palantir $PLTR plunges to lowest price since July 📉📉 https://t.co/ZVGamz2teL
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JUST IN 🚨: Nasdaq $QQQ closes below 100-day moving average for only the 2nd time since May 🚨🤯👀 https://t.co/clUNolfIQM
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