Paulo Santos
Seeking Alpha
Portugal
Contact Paulo
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Paulo:
Elon Musk May Be Twilio's Harbinger Of Obsolescence (NYSE:TWLO)
Recently, in its cost-cutting efforts at Twitter, Elon Musk made a drastic move when it comes to authentication. See how this could affect TWLO stock. → Read More
Applied Materials Growth Won’t Necessarily Follow A Semiconductor Turnaround (AMAT)
Even a return to growth for semiconductors doesn't guarantee any growth for Applied Materials. Find out why I rate AMAT stock a sell. → Read More
Apple Created An Emerging Risk For TSMC (NYSE:TSM)
Apple is TSMC's largest customer. Apple is typically a user of TSMC's leading-edge fabrication process. Read more here. → Read More
There Are Good Reasons To Buy PagSeguro, But P/E Is Higher Than It Seems
PagSeguro acts in a very attractive growth context, and also has a powerful near-term catalyst. Click here to read why I'm bullish on PAGS stock. → Read More
Lam Research: Micron Just Put A Hole In The Quick Memory CapEx Turnaround Hopes (LRCX)
Lam Research is entering a deep downcycle, and its consensus estimates do not reflect it. Find out why I expect a large downside ahead for LRCX stock. → Read More
Amazon Is Probably Facing A Large AWS Slowdown Soon, Here’s Why (NASDAQ:AMZN)
Amazon.com stock has been punished for many reasons. However, another large issue is probably looming. Click here to read more. → Read More
Autonomy Is Not A Good Reason To Buy NIO Or XPeng Stock
Some seem to think NIO and XPeng are autonomy leaders. Read why I believe that isn't the case and rate the NIO and XPEV stocks a Sell. → Read More
You Can Do Better With Airbus Than Buying Boeing For A Turnaround (EADSF)
Airbus is in a much better technological, backlog, and financial situation than Boeing. If pressed into investing in one, see why I’d select Airbus over Boeing. → Read More
ZIM Integrated's Price Makes Sense Because It's Cyclical (ZIM)
ZIM Integrated Shipping is highly cyclical, and current valuations are illusory. See why I am rating ZIM stock a sell. → Read More
Applied Materials Stock Is Not Safe, And The Problem Isn’t China
Applied Materials has lots of backlog and good positioning, yet there are fundamental reasons to believe it isn't safe at all. Read why I'm bearish on AMAT stock. → Read More
Meta Is Not Out Of The Woods Yet (NASDAQ:META)
Meta stock has been suffering as of late, being down more than 70% since its high set in August 2021. See why I’d be, at most, Neutral on META right now. → Read More
Buffett Buying Taiwan Semiconductor Sends A Message No One Is Talking About
Taiwan Semiconductor has a technological moat which produces pricing power enough to compensate current downturn. See why I am bullish on TSM stock. → Read More
GBTC: Here's Why The Discount Became Larger Still
GBTC had already been trading at a large discount to Bitcoin. Now Bitcoin fell more, and GBTC's discount widened further still. Click here to find out why. → Read More
Bitcoin Series #11 – More Regulation Can't Cure The Problem
FTX provides yet another lesson which is valid for Bitcoin. Find out why Bitcoin, and crypto in general, is structurally unsafe. → Read More
Don’t Overthink It, Toll Brothers Will Go Lower (NYSE:TOL)
Everyone knows a housing crisis is coming or has even arrived already. Yet, at the same time, people seem to be optimistic on Toll Brothers. Read more here. → Read More
GameStop: What About This Time? (GME)
Before GameStop's previous quarter earnings report, Microsoft's earnings report told us GameStop would miss revenues big. Find out what to expect this quarter. → Read More
FXI: China Is Not Closing To Private Initiative Or To Foreign Investment
iShares China Large-Cap ETF is a proxy for Chinese stocks, which have crashed in the last few days. See why I expect FXI to perform very strongly looking forward. → Read More
How Large Might The Tesla Full Self Driving Liability Be? (NASDAQ:TSLA)
It's clear Tesla has a large liability for having sold FSD without ever delivering the product. Read why I think the “lost profits” angle is incredibly juicy. → Read More
Intel Stock's Woes Look Set To Worsen (NASDAQ:INTC)
Intel looks set to see increased competition from AMD, when it comes to server room and laptops. See why I believe INTC’s fundamentals are still set to worsen. → Read More
AMD Set To Lose Nvidia As A Customer (NASDAQ:AMD)
Neither NVDA nor AMD list the other company as being relevant as a supplier or customer. However, this loss still has relevance, because it is part of a broader trend. Read more here. → Read More