Jaime Nuñez Jimenez
Jaime Nuñez Jimenez @Jaimenunez26

Performance
All

59.72%2026
2026
7.30%2025
2025
59.7%0%-59.7%
Discussions
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
9d
It was a brutal month. -23% in thirty days doesn't get dressed up, explained away or forgotten quickly. I'm saying it plainly because in this game honesty is worth more than ego: there was pain, there were red candles, and there were days when opening the app wasn't exactly fun. But a hard... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
1mo
Yesterday the portfolio dropped more than -6% in a single day. Most of the damage came from our largest positions — the same ones coming off a brutal run-up. And here's the uncomfortable truth: for the nature of this portfolio, a drawdown like this is normal. It's the entry fee for the risk-return... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
1mo
What the portfolio is NOT (and, in the end, what it actually is) The portfolio isn't the one that goes cold when it matters most. It isn't that Netherlands side that hasn't lost a World Cup match in regulation since 2010 —10 wins, 5 draws— yet always ends up packing its bags once the game... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
Today marks 1 year since I started using eToro as my broker, and honestly, the results have been impressive: more than +120% in the portfolio versus around +30% for the Nasdaq 100. Without a doubt, it has been a year full of learning, mistakes, drawdowns, adrenaline, and difficult decisions. It has... Show More
Jaime Nuñez Jimenez
Peru
2mo
Bryam Del Carpio Valcárcel
Bryam Del Carpio Valcárcel
Peru
2mo
🚀 Micron (MU): The Quarter That Reinforces the AI Memory Thesis Micron Technology ( $MU (Micron Technology, Inc.) ), currently my largest portfolio position at approximately 11%, reported fiscal Q3 2026 results yesterday after market close, and the market's reaction was immediate. Shares surged... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
🟢 $MU (Micron Technology, Inc.) — Q3 FY2026: Micron just reported the quarter that breaks the old mental model of a “memory company.” Forget everything you knew about Micron as a purely cyclical business. Q3 FY2026 revenue came in at $41.46B — vs $23.86B last quarter and vs $9.30B a year ago. That... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
📉 EL DÍA DESPUÉS DEL MIEDO Ayer el mercado tembló. Todo el sector tecnológico se desplomó ante el fantasma de siempre: el miedo a un enfriamiento de la demanda. Y es normal. Cuando un sector viene en un bull market que parece no detenerse, cualquier chispa de "¿y si la demanda se enfría?"... Show More Translate
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
$GOOGL (Alphabet Inc Class A) and the talent exodus: the risk the market cannot ignore. Alphabet’s decline is not just about a bad trading session or short-term noise. The market is starting to price in a deeper risk: the possibility that Google may no longer be the natural destination for the best... Show More
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
Thanks! . . . . . $MU (Micron Technology, Inc.) $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $SMSN.L (Samsung Electronics Co Ltd - GDR) $SNDK (Sandisk Corp/DE)
Not investment advice. The author may have financial interests in the mentioned instruments.
Jaime Nuñez Jimenez
Jaime Nuñez Jimenez
Peru
2mo
With the U.S.-Iran agreement now signed, one of the main sources of volatility that has dominated markets over the past months appears to be fading into the background. While geopolitical risks never completely disappear, the market finally has greater visibility than it did just a few weeks ago. Moments... Show More

About Jaime Nuñez Jimenez
Peru

Stock picking, dislocations, non-correlation, sectoral diversification
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6 Copiers
604 Followers

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