#122 - Thiago Kapulskis, sócio da São Pedro Capital
From Café com Investidor by Ralphe Manzoni Jr.
October 21, 2025 · 49 min
About this episode
Thiago Kapulskis discusses his investment insights on Nvidia, TSMC, Amazon, Oracle, and Apple, emphasizing the importance of discerning value in AI.
Thiago Kapulskis fez o “call” da Nvidia. Agora, está otimista com TSMC e Amazon. E pessimista com Oracle e Apple. Ele diz também que a IA não é uma bolha, mas é preciso separar o joio do trigo
People in this episode
Host: Ralphe Manzoni Jr.
Guest: Thiago Kapulskis
Topics covered
- investing
- technology
- stock market
- artificial intelligence
- company analysis
Keywords
- Nvidia
- TSMC
- Amazon
- Oracle
- Apple
- investment
- artificial intelligence
Mentioned in this episode
Organizations: Nvidia, TSMC, Amazon, Oracle, Apple, São Pedro Capital
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