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[@NemoThematic](/creator/twitter/NemoThematic)
"The great American chip renaissance is just getting started but it's a high-stakes game with massive rewards and equally massive risks. Read the full analysis: #Semiconductors #TechStocks #CHIPS #Manufacturing #TSM #ASML #LRCX"  
[X Link](https://x.com/NemoThematic/status/1979218497973399960) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements


"POV: You want Brazilian exposure but emerging markets give you trust issues so you buy British Petroleum instead A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1978389851213889844) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T09:17Z XX followers, XX engagements


"Here's the thing about Brazil: it's got XXX million consumers massive oil reserves and enough iron ore to rebuild half the world. But direct investing That's like dating someone whose mood swings could bankrupt you. So smart money looks at $BP $BHP and $SHEL instead"  
[X Link](https://x.com/NemoThematic/status/1978389860957192520) [@NemoThematic](/creator/x/NemoThematic) 2025-10-15T09:17Z XX followers, XX engagements


"The secret reason Waymo chose London's chaotic streets will change everything about autonomous driving A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1978850681441137033) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements


"While $GOOGL leads the pack with the most advanced commercial system the real winners might be the suppliers. Think lidar sensors computing chips softwarethe picks and shovels of the robot revolution"  
[X Link](https://x.com/NemoThematic/status/1978850710566408522) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements


"$UBER faces an existential question: adapt or get crushed. Traditional ride-hailing could become obsolete overnight but smart integration with autonomous fleets could save them. It's adapt or die time"  
[X Link](https://x.com/NemoThematic/status/1978850720255234506) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XXX engagements


"This isn't just about fancy tech anymoreit's commercial reality hitting the streets. The revolution has begun and early movers will capture the biggest rewards. Full analysis here: #AutonomousVehicles #TechInvesting #SelfDriving #Robotaxi #GOOGL #UBER #Waymo"  
[X Link](https://x.com/NemoThematic/status/1978850739754566121) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:49Z XX followers, XX engagements


"Waymo just dropped a bombshell: they're launching robotaxis in London. Not some sleepy suburb LONDON. If their AI can navigate black cabs and cycle lanes without having a nervous breakdown this tech is ready for anywhere. This changes everything"  
[X Link](https://x.com/NemoThematic/status/1978851033867506168) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements


"Here's the kicker: Every autonomous vehicle whether it's Waymo Tesla or your future robot Uber needs the same core tech. LiDAR sensors powerful chips cameras. It's like betting on all the gold miners instead of picking one lucky prospector"  
[X Link](https://x.com/NemoThematic/status/1978851043623542847) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements


"The real winners Companies like $MBLY (Mobileye) that supply vision systems to everyone. They don't care who wins the robotaxi wars they're selling shovels to every digger in the gold rush"  
[X Link](https://x.com/NemoThematic/status/1978851053400396170) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XXX engagements


"$GOOG and $GOOGL are making the big moves with Waymo but the supply chain tells a different story. When every car needs the same sensors and semiconductors component makers become the quiet kingmakers of this revolution"  
[X Link](https://x.com/NemoThematic/status/1978851063034683541) [@NemoThematic](/creator/x/NemoThematic) 2025-10-16T15:50Z XX followers, XX engagements


"The old "we just move money we don't ask questions" defense is officially dead. Every financial institution is now scrambling to answer one terrifying question: do we really know where our money is going"  
[X Link](https://x.com/NemoThematic/status/1979579102056124516) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:03Z XX followers, X engagements


"$NU is interesting too - mobile-first digital banking reaching millions who were shut out of traditional finance. But the real story is how all these players depend on that same underlying infrastructure stack"  
[X Link](https://x.com/NemoThematic/status/1976188648337846404) [@NemoThematic](/creator/x/NemoThematic) 2025-10-09T07:31Z XX followers, XX engagements


"The upside You're not betting on one horse in a crowded race. You're betting on the track itself. Sure there's Brazilian real volatility and regulatory risk but the diversified revenue streams offer better downside protection"  
[X Link](https://x.com/NemoThematic/status/1976188658018320717) [@NemoThematic](/creator/x/NemoThematic) 2025-10-09T07:31Z XX followers, XX engagements


"Goldman Sachs just spent nearly $X billion on a company you've never heard of A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1978107809150517752) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements


"Here's the thing: companies like SpaceX and Stripe are staying private for 10-20 years now. Why deal with quarterly earnings calls when you can tap billions in private capital But this creates a massive problem - early investors are sitting on paper fortunes they can't touch"  
[X Link](https://x.com/NemoThematic/status/1978107819241918656) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T14:37Z XX followers, XX engagements


"The smart money is watching three key players in this chaos. $SYM is providing the warehouse robots that make expensive Western labor viable again. Their automation tech is essential when you can't rely on cheap Chinese manufacturing anymore"  
[X Link](https://x.com/NemoThematic/status/1978115688007909800) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T15:08Z XX followers, XX engagements


"Meanwhile $XPO and $GXO are the logistics specialists actually executing these complex relocations. Think multi-modal transportation tech-enabled warehousing and contract logistics management. These aren't sexy names but they're the essential cogs in the new global machine being built"  
[X Link](https://x.com/NemoThematic/status/1978115697793204291) [@NemoThematic](/creator/x/NemoThematic) 2025-10-14T15:08Z XX followers, XX engagements


"Here's the kicker: this isn't discretionary spending anymore. Compliance investment is now like insuring your headquarters against fire - you simply have to do it. That creates a defensive investment case even during economic downturns"  
[X Link](https://x.com/NemoThematic/status/1979579131391005172) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:03Z XX followers, X engagements


"Legal experts predict a wave of similar lawsuits is coming. The precedent is set and the path to accountability is clear. This looks like a structural shift not a one-off. Full analysis: #FinTech #RegTech #Compliance #ESG #FICO #FIS #MMC"  
[X Link](https://x.com/NemoThematic/status/1979579141046346171) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:03Z XX followers, XX engagements


"Airlines are desperate for new planes. Their aging fleets are fuel-guzzling dinosaurs and passengers want the latest tech. Boeing's sitting on a backlog that could keep them busy for years. The bottleneck Production capacity. That just changed"  
[X Link](https://x.com/NemoThematic/status/1979587797162799170) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:38Z XX followers, XX engagements


"$GSK just got its long-acting HIV prevention injection approved for NHS reimbursement. When a government health system pays premium prices for convenience and compliance you know something's shifting in the market dynamics"  
[X Link](https://x.com/NemoThematic/status/1979215113627324815) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T15:57Z XX followers, XX engagements


"Three key players are leading this revolution: $GSK with proven regulatory success $VRTX bringing rare disease expertise to advanced delivery systems and $ALKS specializing in mental health injectables where adherence is notoriously difficult"  
[X Link](https://x.com/NemoThematic/status/1979215123341312237) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T15:57Z XX followers, XX engagements


"Then there's agriculture. Brazil feeds the world and $DE has been the workhorse of Brazilian farming for decades. As Brazil's farms modernize to meet global demand Deere sells them the multi-million dollar combine harvesters"  
[X Link](https://x.com/NemoThematic/status/1976182297326981339) [@NemoThematic](/creator/x/NemoThematic) 2025-10-09T07:05Z XX followers, XX engagements


"The numbers are staggering. Mobile internet penetration hit 80%+ while digital payment volumes exploded exponentially. Even Brazil's central bank jumped in with PIXan instant payment system that's turbocharging this revolution. This isn't just growth it's a complete financial system overhaul"  
[X Link](https://x.com/NemoThematic/status/1976559903410941972) [@NemoThematic](/creator/x/NemoThematic) 2025-10-10T08:06Z XX followers, XX engagements


"Three companies are leading this charge: $PAGS is empowering millions of micro-entrepreneurs with simple payment terminals. These are the street vendors small shop ownersBrazil's economic backbone finally getting access to digital payments"  
[X Link](https://x.com/NemoThematic/status/1976559913053597817) [@NemoThematic](/creator/x/NemoThematic) 2025-10-10T08:06Z XX followers, XXX engagements


"The real winners aren't obvious. $GE makes the LEAP enginesmore planes = more engines simple math. $SPR builds the fuselage sections and has been bleeding during the slowdown. A production ramp could be their lifeline"  
[X Link](https://x.com/NemoThematic/status/1979587807006843210) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:38Z XX followers, XXX engagements


"$LRCX provides the specialized etching and layering equipment that turns expensive sheds into actual chip factories. Without their kit you're just burning money on real estate"  
[X Link](https://x.com/NemoThematic/status/1979218478675447971) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements


"$FICO isn't just about credit scores anymore - their real power lies in analytics that can spot suspicious patterns humans would miss. When banks need to shield themselves from catastrophic legal risk FICO's real-time monitoring becomes essential infrastructure"  
[X Link](https://x.com/NemoThematic/status/1979579111795314963) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:03Z XX followers, XX engagements


"Could the quiet lifting of tech sanctions signal new investment opportunities in beaten-down stocks A Thread 🧵"  
[X Link](https://x.com/NemoThematic/status/1979942486299566249) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, X engagements


"The U.S. Commerce Department quietly lifted trade restrictions on Arrow Electronics' Chinese affiliates - a $XX billion company most people have never heard of. But this isn't just administrative housekeeping. It's the first real crack in the ice wall of the U.S.-China tech war we've seen in years"  
[X Link](https://x.com/NemoThematic/status/1979942496026099787) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, XX engagements


"Take $TSM - they've navigated this storm with incredible skill but constant regulatory uncertainty has been a massive headache. Any hint that supply chains might stabilize is huge relief letting them focus on building better products instead of reacting to political whims"  
[X Link](https://x.com/NemoThematic/status/1979942515433181297) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, XX engagements


"Then there's $DELL whose entire business model relies on smooth global manufacturing. They've spent fortunes diversifying away from China but let's be honest - that's easier said than done. A thaw in tensions could mean serious cost optimization opportunities"  
[X Link](https://x.com/NemoThematic/status/1979942525113602147) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, XX engagements


"This isn't about betting on lasting peace between superpowers (that's still fantasy). It's about identifying solid companies like $ARW that have been unfairly punished by the political climate. As regulatory clouds lift there's a tactical opportunity for patient investors"  
[X Link](https://x.com/NemoThematic/status/1979942534815072546) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, X engagements


"$KTOS specializes in the unmanned systems and satellite communications that essentially glue these operations together. They're not just making components - they're building the nervous system of modern space defense"  
[X Link](https://x.com/NemoThematic/status/1975213105471750244) [@NemoThematic](/creator/x/NemoThematic) 2025-10-06T14:54Z XX followers, XX engagements


"$PL operates swarms of Earth-imaging satellites providing the raw intelligence that feeds these integrated systems. Meanwhile $DRS is adapting traditional defense electronics for the harsh realities of space environments"  
[X Link](https://x.com/NemoThematic/status/1975213115257049300) [@NemoThematic](/creator/x/NemoThematic) 2025-10-06T14:54Z XX followers, XXX engagements


"Here's the kicker: while everyone's focused on the flashy chip brands the real money might be in the picks and shovels. Companies like $ASML make those ridiculously complex lithography machines that cost $200+ million EACH. No machine no chips. It's that simple"  
[X Link](https://x.com/NemoThematic/status/1979218449084612726) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements


"$TSM dominates global chip production and sets the benchmark everyone's chasing. They're the undisputed kings of manufacturing with the world's most advanced foundries"  
[X Link](https://x.com/NemoThematic/status/1979218468969832700) [@NemoThematic](/creator/x/NemoThematic) 2025-10-17T16:10Z XX followers, XX engagements


"$FIS processes transactions for countless banks and integrating robust compliance checks directly into their core systems is suddenly incredibly valuable. Meanwhile $MMC offers the professional risk management consulting that helps institutions restructure to minimize liability"  
[X Link](https://x.com/NemoThematic/status/1979579121672900996) [@NemoThematic](/creator/x/NemoThematic) 2025-10-18T16:03Z XX followers, XX engagements


"The beauty Markets are often slow to react to these subtle policy shifts. While everyone focuses on the big scary macro trends the real opportunities hide in the details. Read the full analysis: #Investing #TechStocks #Semiconductors #ChinaUS #ARW #TSM #DELL"  
[X Link](https://x.com/NemoThematic/status/1979942544688459954) [@NemoThematic](/creator/x/NemoThematic) 2025-10-19T16:07Z XX followers, X engagements