Jaime Nuñez Jimenez
Jaime Nuñez Jimenez @Jaimenunez26

Performance
All

54.61%2026
2026
7.30%2025
2025
54.6%0%-54.6%
Jaime Nuñez Jimenez
🔵 $CSCO (Cisco Systems Inc) — Q3 FY2026: The boring giant that quietly became an AI infrastructure play Nobody talks about Cisco at dinner parties. But while everyone was chasing the flashy AI names, Cisco just delivered record quarterly revenue of $15.8B, +12% YoY, beating estimates on both top and... Show More
Jaime Nuñez Jimenez
🟢 $NBIS (Nebius Group NV) — Q1 2026: The AI cloud company that grew 684% in one year Some quarters are good. Others redefine a company. Nebius just delivered the latter. Revenue of $399M, +684% YoY and +75% QoQ. Not a typo. In one year, Nebius went from a speculative bet to a revenue machine accelerating... Show More
Jaime Nuñez Jimenez
🟠 $AAOI (Applied Optoelectronics Inc) — Q1 2026: The business is growing, but Wall Street wanted more AAOI came into Q1 2026 with real momentum. $151.1M in revenue, +51% YoY. Datacenter — the core of the thesis — exploded to $81.4M, +154% YoY. Cash went from $51M a year ago to $440M today. Adjusted... Show More
Jaime Nuñez Jimenez
+70% IN PRE-MARKET $RXT (Rackspace Technology Inc) — Rackspace Technology · Q1 2026: the turnaround story finally has receipts Q1 2026 was Rackspace's exam, and the exam has a plot. The company closed with revenue of $678M, +2% YoY reported, +1% on a constant-currency basis, beating the $660.8M... Show More
Jaime Nuñez Jimenez
$AMD (Advanced Micro Devices Inc) — Q1 2026: The story of a company that found its moment A year ago, AMD was a promising AI player still living in NVIDIA's shadow. Today, the numbers tell a different story. It all starts with one number: $10.3B in revenue, +38% YoY. But the most important thing... Show More
Jaime Nuñez Jimenez
$PLTR (Palantir Technologies Inc.) — Q1 2026: La máquina no para Palantir publicó sus resultados del primer trimestre de 2026 y los números hablan solos. Q1 2026 Highlights: → Revenue total: $1.63B (+85% YoY, +16% QoQ) → US Revenue: $1.28B (+104% YoY) — triple dígito → US Commercial: $595M (+133% YoY) →... Show More Translate
Jaime Nuñez Jimenez
Abril 2026: el mercado eligió creer... y tuvo razón Cerramos abril con +31.77% en el mes y +31.96% YTD. Pero más que el número, me interesa contar lo que pasó detrás. Un mes de aparente calma y señales de fondo Los titulares de abril fueron, paradójicamente, de alivio. Propuestas de paz, negociaciones... Show More Translate
Jaime Nuñez Jimenez
🛢️ Oil crashes 9% — geopolitics unwinds fast Iran declared the Strait of Hormuz fully open to commercial traffic as a ceasefire between Israel and Lebanon took hold. WTI -9.74%, Brent -8.97% in a single session. El mercado tenía semanas de prima de riesgo acumulada en el precio del crudo. Cuando el... Show More Translate
Jaime Nuñez Jimenez
“I agree to suspend the bombing and attack of Iran for a period of two weeks. This will be a double sided CEASEFIRE!” Trump wrote. $SPX500 $NSDQ100
Not investment advice. The author may have financial interests in the mentioned instruments.
Jaime Nuñez Jimenez
Marzo cerró en rojo. Y no fue una caída tranquila fue un mes marcado por escalada geopolítica, volatilidad en activos de riesgo y un mercado que en varios momentos operó más por miedo que por fundamentales. En estas situaciones siempre aparece la misma pregunta: ¿acumulo gradualmente o salgo a cash... Show More Translate

About Jaime Nuñez Jimenez

Stock picking, dislocations, non-correlation, sectoral diversification
Show Full Bio
3 Copiers
314 Followers