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    by Marcelo Marini
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    by Marcelo Marini
    Palantir has being debating about something nobody seems to be talking about… something that AI serious professionals know… something they don’t want you to know… Dear reader, Palantir has being debating about something nobody seems to be talking about… something that AI serious professionals know… something they don’t want you to know… Although the rise of… Read more: AI is inventing more numbers this week
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    by Marcelo Marini
    Conventional models are not fully ready for professional work. They know it, they say they are in Beta, even though they are selling for huge enterprises… Dear reader, AI is taking over enterprises… Long ago, we stated that AI had already surpessed the abnormal worker… Truth is like poetry. And most people hate poetry. —… Read more: AI invent numbers
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    Unprecedent times are coming… the next 10 years may change in only 6 months. In the past two weeks as a form of our appreciation we shared with you our free daily insights that have the potential to re-shape our present and future, today we will walk together with those who are ready to think… Read more: Time doesn’t wait
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AI Will be Normal

November 28, 2025 Published by

In the future AI will be the new normal… nothing special… lots of companies will loose money… investors will lose money… the winner will be…

We crossed an Google Outdoor Ads promoting Google search… it was something weird, especially in these AI Boom times…

gray conveyor between glass frames at nighttime

Media…tech…zombie life…the crowd:

After the Pandemic, the world has become a place ruled by the media… everyone got his eyes on the screen, expecting the new… and they got the news. Now that the Pandemic has gone, people are still connected. You say it’s tech, we say it’s media, you say it’s AI, we say it’s media. Media turn people into zombies. They get addicted and that’s how they are manipulated.

They are the winners, and they cover as tech companies. That’s actually great news if you like identifying the crowd and earn with their habits. They drink Coca, they pay Meta Ads, they spend the day on social media, they buy fast-food.

Famous investor:

The content below was originally paywalled.

Last week we found a quote of another great investor saying that the crowd is right 80% of the time… we like to add that the being right 80% of the time doesn’t mean you will be right in the end.

Trends:

We coined the term Digitalization of the World, we saw the trend, and it’s real. It has made new money for new people, and now Bitcoin is 20% down… what can you do when you don’t think independently?

The basic concept in investing is understanding how to build a smart portfolio… that’s why we tell our clients to watch the classes before getting to start their own investments.

Not enough, and not uncorrelated, NVIDIA has lost momentum…

Speaking of trends, we do believe that the AI market will be the new normal… for online searching and virtual assistants… Apple was right about Siri.

Google was scared, now they seem prepared for battle, and maybe they will survive the transaction. We do believe that Google will be the AI winner for online search.

AI future:

In the future AI will be the new normal… nothing special… lots of companies will loose money… investors will lose money… we think Google will gain the prize. People don’t think. Habits dictate their lives.

Buffett bet on Google. We think they may get it right.

Weekly Thoughts:

World:

  • The AI Boom will come sooner or later.

  • Our portfolio is beating the S&P500 so far… it seems we will get another great performance this year.

  • This is a great time of the year to find great stocks.

Cryptocurrency projects in Latam:

  • Only if you like fooling people or your cash supply is very long-long term…

Brazil:

  • SELIC is doing great… imagine earning 15% a year without effort… it seems like a good deal. We think that the curve will start moving as there’s no way business will survive this state.

  • We don’t think most private companies in Brazil are earning more than their cost of capital. That’s why they will either become Zombie companies or the SELIC will change.

  • BOVESPA is being booming… and there are still great stocks.

We don’t write with AI.

See you next week.

Regards,

Marcelo Marini

Write to us at newsletter@ciclosinfinitos.com.br

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