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Did Microsoft hit its AI target, or just spend money?
Microsoft continues to accelerate its AI investment, and this earnings report will show whether the money is coming back. If only infrastructure grows while Copilot remains vague, the market may push back. I’m watching three things: ☁️ Azure: Is growth still strong, or will capacity constraints hold it back? 🧠 Copilot: Are paid seats actually increasing? Where are the concrete revenue numbers? 💸 Capex: If infrastructure spending rises again without corresponding revenue, it could weigh on the stock.
Dedicated Marathon Runner RUNS to the U.S. at 3 in the Morning.
Flávio Bolsonaro woke up at 3 a.m., put on his best pair of sneakers, grabbed his bags, and left without saying goodbye to his father, who lives in Papuda and, according to the family, “wasn’t going anywhere anyway.” Shortly after the celebrations or lamentations, Flávio woke up very early, grabbed his bags, and left. He didn’t say goodbye, didn’t post anything on his social media, as usual, didn’t try to argue—he just went... What could he know? What was going through his mind that night? Nobody knows! We know only one thing: He’s not here anymore; he ran away!
🇧🇷 The runoff is in focus, and the exchange rate is already moving. 📉 The market tends to view a right-wing victory as positive for the real, and the $USDT has already fallen nearly 4.4% in the week after the first round, hovering around R$5. 🤔 My guess is that the effect could play out in two stages: 1️⃣ Short term: lots of people rush to buy dollars as soon as the results come in, and the currency may rise for a while. 2️⃣ Afterward: the price normalizes and the real tends to strengthen. ⚠️ And if the result is different from what was expected, the movement could go the other way and the dollar could rise. In a close election, anything can happen.
The U.S. stabbing Ukraine in the back? The 3 blows Kyiv denounces
🇺🇸🇷🇺 1) Deal with Putin Trump struck a diesel deal with Russia and suspended sanctions on Russian fuel until April 2027. Zelensky said he felt betrayed. 📡 2) Musk and Starlink According to The Telegraph, Elon Musk suggested that Trump limit Starlink speeds in Ukraine, where the system is essential for communications and drones at the front. Musk blamed the White House, and Trump denied any involvement. 🛡️ 3) Weapons and intelligence Zelensky says the U.S. threatened to cut off intelligence and weapons, that Ukraine missed missile alerts three times in one week, and that Patriots already paid for were not released. The White House denies imposing restrictions.
Flávio Bolsonaro in the Band debate: what he said and whom he attacked
Senator Flávio Bolsonaro (PL) faced off against President Lula (PT) in the first debate of the runoff, one week before the vote. 🔹 Opened the debate by discussing security and promising a “war on narcoterrorism”: classifying the PCC and Comando Vermelho as terrorist organizations and toughening penalties, but did not mention other criminal factions operating in Brazil as targets. 🔹 Questioned Lula about businesswoman Roberta Luchsinger’s allegations involving his son, Lulinha, and the “INSS Bald Guy” case.
Lula in the Band debate: what he said and who he attacked
President Lula (PT) faced Flávio Bolsonaro (PL) in the first debate of the runoff, one week before the vote. 🔹 He demanded that Flávio explain the financing of the 134-million film "Dark Horse," but got no answers. 🔹 He talked about the Bolsonaro family being subservient to the interests of the United States. 🔹 Debunking fake news, he said that food inflation was 56.17% under the previous administration, compared with 13% during his current term. 🛡️ At the end of the debate, Lula challenged his opponent, Flávio Bolsonaro, to open his bank accounts and WhatsApp conversations for investigation, but his opponent refused.
Celestia +16% while Nasdaq tumbles. Who’s swimming against the tide?
Nasdaq just had its worst week in 18 months, US PPI hit 6.3% YoY and Strategy dropped 9%. Yet TIA jumped 16% to its 2026 high. 🟢 Why? The AI narrative around Eden, Celestia’s new test for AI agent trading, plus a low base. TIA is still far below its 2024 peak. ⚠️ But rallies against a weak market can fade fast, and hot inflation keeps overall risk high. 🗳️ Real rotation into altcoins or just a bounce? 🟢 Rotation | 🟡 Bounce | 🔴 Gives it all back Tell me what you think 👇 #CelestiaRises16%To2026High $TIA $MSTR
What if an AI could create millions of fake cryptocurrencies… and no one noticed?
🚨 Stop and think about that for a minute. Today, we’re already seeing AI create attacks, write viruses, and find vulnerabilities that once took humans months to uncover. What was impossible yesterday is now only a matter of time. Now imagine that same intelligence searching for a hidden flaw in a smart contract, a cross-chain bridge, or a new token. ⚠️ A single bug. ⚠️ Millions of tokens created out of thin air. ⚠️ Traded and sold within minutes, before any alarm went off. By the time anyone noticed, the damage would already be done.
🇦🇷 The Milei government has launched a citizenship-by-investment program. 💰 HOW IT WORKS 🔹 US$ 350,000 as a non-refundable contribution to the Treasury, or 🔹 US$ 800,000 in a government bond that must be held for 7 years 👨👩👧👦 A family of 4 would pay around US$ 500,000 📅 Applications are expected to open before the end of the year 🎯 The goal is to raise up to US$ 2.5 billion 👥 LIKELY BUYERS 🔹 Those seeking international mobility and a second passport
They’re Meddling in Brazil’s Elections: U.S. and Big Tech at the Center of the Controversy
🇺🇸 U.S.: 🔹 U.S. senators and representatives, including Bernie Sanders and AOC, accuse the Trump administration of a “campaign of interference and destabilization” in Brazil. 🔹 Lula’s campaign asked the TSE to investigate the case. 🔹 Brazilian intelligence provided France and Germany with evidence of interference by the U.S. and Russia. 📱 Big Tech: 🔹 AI and the platforms’ change in stance are making it harder to combat disinformation. 🔹 Meta, Google, X, TikTok, and Telegram signed agreements with the TSE, but with clauses that create a “gray area” of accountability.
Trump strikes diesel deal with Putin—and the world reacts!
Ukraine called it a “gift to Putin,” Europe criticized it, and 12 U.S. senators are calling for the deal to be reversed. 🇺🇸🇷🇺 Russia will sell more than 4 million tons of diesel to the global market by December, and the U.S. is suspending sanctions on Russian fuel until April 2027. 📊 What this means for crypto: 🔹 Cheaper fuel: Diesel powers trucks and transportation, so when its price falls, prices for goods in general tend to rise less. With less pressure on prices, the Fed may cut interest rates, and lower rates tend to favor BTC and ETH.
If your choices are a lime caipirinha or a poop caipirinha, you don’t drink the poop one just because you don’t like lime.
There are just a few days until the runoff (25/10). So answer without dodging the question: WHAT DO YOU REJECT MORE? 🔸 Who attempted a coup, or who was its victim? Jair Bolsonaro was sentenced by the Supreme Court to 27 years and 3 months for attempting a coup. According to the prosecution, the plan included killing Lula.
🔸 Who exempted people earning up to R$5,000 from income tax, or who thinks that’s a bad thing? The cost is offset by a minimum 10% tax on very high incomes.
🔸 Who wants to end the 6-on-1 work schedule and give workers an extra day off, or who opposes it? The constitutional amendment was approved by a wide margin in the Chamber of Deputies and is now being considered by the Senate.