@jeremie0117 JérémieThere is no news or social post specifically about Jérémie. The provided tweets appear to be about stocks and investments, with various users sharing their opinions and insights on different companies, including $bch, $lyb, $sqm, and $eco, among others. The conversation revolves around financial markets and investment opportunities.
Social category influence stocks 46.61% cryptocurrencies 14.41% finance 11.86% countries 10.17% technology brands 2.54% financial services #2278 currencies 0.85%
Social topic influence $hun 11.86%, morgan stanley #12, $lyb 5.93%, $pbr #23, $nu #30, $ec #1, $hsbc #97, $eco 4.24%, $fro 4.24%, $aval 4.24%
Top accounts mentioned or mentioned by @sfarringtonbkc @aurelionrsch @hiteshkar @yieldsearcher @bvccamilo @deyhatemetoo @gabfedfra @undrvalue @irbezek @buscadordverdad @mattsolomon10 @sunkmonkey @ltigroupx @siddhant900 @ulfthoene @trend_bullish @resourcebull @davidinnanen @bhaiz01 @andresborraeza
Top assets mentioned Huntsman Corporation (HUN) Morgan Stanley (MS) LyondellBasell Industries NV (LYB) PolkaBridge (PBR) NuCypher (NU) Ecopetrol S.A (EC) HSBC Holdings PLC (HSBC) Okeanis Eco Tankers Corp. (ECO) Frontline Ltd. (FRO) GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) dHedge DAO (DHT) Bancolombia S.A. (CIB) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Dow Inc (DOW) MercadoLibre Inc (MELI) VALE S.A. (VALE) Bitcoin Cash (BCH) VTEX (VTEX) Interlay (INTR) LandBridge Company LLC (LB) PagSeguro Digital Ltd. (PAGS) Banco Santander-Chile (BSAC) ARDMORE SHIPPING CORPORATION (ASC) Xphere (XP) Bitcoin Gold (BTG) Celanese Corporation (CE) Banco Santander S.A. (SAN) Sociedad Quimica y Minera de Chile SA (SQM) Cameco Corporation (CCJ) Peabody Energy Corporation (BTU) EURONAV NV (CMBT) Bruker, Corp. (BRKR) Braskem S.A. American Depositary Shares (BAK) Goldman Sachs (GS) Auna S.A. (AUNA) Planet Fitness, Inc. (PLNT)
Top posts by engagements in the last [--] hours
"Nickel Price Overview From J.P.Morgan"
X Link 2026-02-11T21:37Z [----] followers, [----] engagements
"The Bear Case on Chemicals. From HSBC"
X Link 2026-02-10T17:44Z [----] followers, 84.5K engagements
"Thanks Voss Capital. Seems relevant for $CLBT. Earnings tomorrow guys 👀 $CLBT https://t.co/3sFIiUT1tT $CLBT https://t.co/3sFIiUT1tT"
X Link 2026-02-11T01:00Z [----] followers, [----] engagements
"Is it Canadian equities time"
X Link 2026-02-12T19:28Z [----] followers, [----] engagements
"$OET $ECO released strong earnings a week ago. Revenue: $93.9M (+62% vs est.) Adj. EPS: [----] (+25% vs est.) Adj. Net Income: $26.7M (+7% vs est.) EBITDA: $47.3M (+11% vs est.) Fwd P/E: 7.1x (still cheap) #OOTT #VLCC #Tankers #Shipping"
X Link 2025-11-23T17:41Z [----] followers, [----] engagements
"As you can see shipping can get messy. But the journey is worth every step. $FRO $DHT $ECO $NAT"
X Link 2025-11-25T06:44Z [----] followers, [----] engagements
"Oil tanker equities have quietly re-rated. Just look at the P/B spreads. $FRO at 2.5x. $ECO $OET pushing 2.8x. $DHT steady around 2.0x. $NAT still trailing at 1.7x"
X Link 2025-11-26T22:21Z [----] followers, [----] engagements
"Chemical price trend recently. From Nomura $LYB $HUN $DOW"
X Link 2026-01-11T17:51Z [----] followers, 19.4K engagements
"@resourcebull It should with their margins yeah $LYB isnt a wow stock but $HUN should do well"
X Link 2026-01-11T22:47Z [----] followers, [---] engagements
"@LetsGoBlueJaysW Yeah I just dont know why u shorted chemicals at the top maybe but now with oil down and rates as they are chemicals arent equities I would short. I agree calls would have been great. Im long both $HUN & $LYB"
X Link 2026-01-12T02:29Z [----] followers, [---] engagements
"Mizuho on $LYB. Keeping their PT at $49. Which is way too low"
X Link 2026-01-13T00:11Z [----] followers, [----] engagements
"It looks like higher oil tanker rates are coming $FRO $ECO going higher"
X Link 2026-01-13T18:39Z [----] followers, [----] engagements
"@Laz_Cap As expected even if it is mostly hated $HUN performed way better than $DOW & $CE"
X Link 2026-01-24T03:08Z [----] followers, [---] engagements
"LatAm Banks - [----] Outlook From Banco Santander"
X Link 2026-01-25T22:55Z [----] followers, [----] engagements
"Morgan Stanley $MS Favorite LatAm stocks $NU $MELI $PBR"
X Link 2026-01-25T23:54Z [----] followers, 15.8K engagements
"@Petro_mormona I am in $AVAL ahah. $CIB I sold too soon sadly"
X Link 2026-01-26T00:00Z [----] followers, [--] engagements
"Jefferies on $PBR. Upside scenario of $23. Base Case at $17 still looks fine"
X Link 2026-01-26T20:24Z [----] followers, 14.5K engagements
"@davidinnanen $AVAL is a beauty and up a lot today"
X Link 2026-01-26T21:44Z [----] followers, [---] engagements
"@Bhaiz01 $INTR is interesting"
X Link 2026-01-26T21:45Z [----] followers, [---] engagements
"@coupesoleil Lot of nice stuff in this basket bro $SQM $BCH $VALE would be my favorite"
X Link 2026-01-26T21:45Z [----] followers, [---] engagements
"@AndresBorraezA Maybe more $AVAL now more upside than $CIB currently"
X Link 2026-01-27T04:55Z [----] followers, [---] engagements
"Which commodity stock should @AurelionRsch cover next Reply with [--] stock youd pay to read a full research report on"
X Link 2026-01-28T01:58Z [----] followers, [----] engagements
"@CC27233459 @AurelionRsch $CCJ would be a bit too late no And for coal mhm we did great with $BTU but it is not cheap live. Or maybe im wrong"
X Link 2026-01-28T02:18Z [----] followers, [---] engagements
"Is It too Late to Buy $PBR #Petrobas Thats what we answer in our free post. Just click on the link and enjoy https://substacktools.com/sharex/64wQ-TbE https://substacktools.com/sharex/64wQ-TbE"
X Link 2026-01-28T22:48Z [----] followers, [----] engagements
"Mexico Economics $EWW From Morgan Stanley"
X Link 2026-01-29T16:51Z [----] followers, [----] engagements
"LatAm Rates Strategy. Really interesting. From HSBC"
X Link 2026-01-30T18:05Z [----] followers, [----] engagements
"Our favorite risk/reward idea in Japan. Initiating coverage on a Japanese operator where we see a significant valuation disconnect. $JPY $EWJ. Deep-dive report now live for subscribers. http://substacktools.com/sharex/hK-zmQvk http://substacktools.com/sharex/hK-zmQvk"
X Link 2026-01-30T19:10Z [----] followers, [----] engagements
"@hit_the_bottom1 @irbezek Agree on that bro but still think it is not as risky as some think"
X Link 2026-02-02T00:59Z [----] followers, [--] engagements
"@irbezek @hit_the_bottom1 Like most of the time cant disagree with u Ian aha. Btw u think $NU is a double from here Looks like such an easy long here. (Im long)"
X Link 2026-02-02T01:07Z [----] followers, [---] engagements
"Without using Grok. Guess the ticker of the stock below. Answer in the comments. Tip: It is a Latam energy stock"
X Link 2026-02-02T21:00Z [----] followers, [----] engagements
"@SFarringtonBKC No it is the smaller one from the other country 👀"
X Link 2026-02-02T21:41Z [----] followers, [---] engagements
"$PBR Oil Reserves Up"
X Link 2026-02-03T15:21Z [----] followers, [----] engagements
"Anthropic vs SaaS Game is on. #AI #Software #Data"
X Link 2026-02-03T18:25Z [----] followers, 27.1K engagements
"JPM on $CIB"
X Link 2026-02-05T19:48Z [----] followers, [----] engagements
"@buscadordverdad U think $CIB still has good upside"
X Link 2026-02-05T20:44Z [----] followers, [---] engagements
"@investor7093410 @AurelionRsch We do Microcap but below 100M it is really less often"
X Link 2026-02-05T23:01Z [----] followers, [--] engagements
"@R129159R @buscadordverdad @finxard $AVAL is an amazing company indeed"
X Link 2026-02-06T00:09Z [----] followers, [---] engagements
"@jktadave @sockfeetrsrch Rassuring words $LB will do just find David"
X Link 2026-02-06T04:58Z [----] followers, [--] engagements
"JPM on $AVAL"
X Link 2026-02-06T16:53Z [----] followers, [----] engagements
"@NicoFCok @AurelionRsch We worked hard on this one cant make free something u passed so much hours on. But its worth it too"
X Link 2026-02-07T19:22Z [----] followers, [--] engagements
"@SFarringtonBKC Maybe not for the stock at least not over $27 if below buy ahaha. But u should try the place 100%. Qubec guy here going their even if not fancy every time I go to FL"
X Link 2026-02-08T01:39Z [----] followers, [--] engagements
"LatAm's bull market is still in its early inning. From Morgan Stanley Research"
X Link 2026-02-08T21:02Z [----] followers, 47.5K engagements
"@stretchmikep Yeah ofc I can do that on Bloomberg this week. Make sure to have a look at our Substack i will post a report on the Latam bull market and added it to it"
X Link 2026-02-09T02:26Z [----] followers, [---] engagements
"@ArthurMotaSP @danleich U can argue with Morgan Stanley if u want too Arthur aha. I am bullish and will remain"
X Link 2026-02-09T02:27Z [----] followers, [---] engagements
"@YDDL_oneandone Agree"
X Link 2026-02-10T18:22Z [----] followers, [----] engagements
"@matt_solomon10 @hiteshkar $MELI too big for me. $NU is an easy yep"
X Link 2026-02-10T20:00Z [----] followers, [---] engagements
"@matt_solomon10 @hiteshkar No im saying that in the Aurelion Index we only add below $15B market cap equities aha. MELI is good"
X Link 2026-02-10T20:24Z [----] followers, [--] engagements
"@Gabfedfra $HUN is my pick. But I have another favorite u didnt mention"
X Link 2026-02-10T21:14Z [----] followers, [---] engagements
"@AZbroker $HUN doesnt care. $LYB does. Position accordingly"
X Link 2026-02-10T23:06Z [----] followers, [---] engagements
"@yieldsearcher HSBC is highly wrong here bro"
X Link 2026-02-10T23:21Z [----] followers, [----] engagements
"@yieldsearcher For a lot of chemical stocks China isnt that important and thats only page [--] of the report okay $LYB cares a lot abt china but lets say $HUN not sure they do as much"
X Link 2026-02-11T00:30Z [----] followers, [---] engagements
"@10009nyny Thanks a lot Jay Have a look at our website as well 🫡"
X Link 2026-02-11T01:51Z [----] followers, [---] engagements
"@setiriver $HUN is way better lol"
X Link 2026-02-11T02:19Z [----] followers, [---] engagements
"@2suns2moons Full research report on $HUN here: https://substacktools.com/sharex/GV2mY1Ca https://substacktools.com/sharex/GV2mY1Ca"
X Link 2026-02-11T03:06Z [----] followers, [---] engagements
"@yieldsearcher Full research report on $HUN here: https://substacktools.com/sharex/GV2mY1Ca https://substacktools.com/sharex/GV2mY1Ca"
X Link 2026-02-11T03:07Z [----] followers, [---] engagements
"@FoamOnTheRunway Full research report on $HUN here: https://substacktools.com/sharex/GV2mY1Ca https://substacktools.com/sharex/GV2mY1Ca"
X Link 2026-02-11T03:08Z [----] followers, [--] engagements
"@Gabfedfra Full research report on $HUN here: https://substacktools.com/sharex/GV2mY1Ca https://substacktools.com/sharex/GV2mY1Ca"
X Link 2026-02-11T03:08Z [----] followers, [---] engagements
"@K767826K Ahahaha u would be better with $HUN. Full research report here: https://substacktools.com/sharex/GV2mY1Ca https://substacktools.com/sharex/GV2mY1Ca"
X Link 2026-02-11T03:37Z [----] followers, [---] engagements
"@VBcs001 Links U need to be a client reports arent floating on the internet bro"
X Link 2026-02-11T04:26Z [----] followers, [---] engagements
"@JSE_Invest Try $HUN. Choose the best"
X Link 2026-02-11T05:55Z [----] followers, [---] engagements
"Some Coal charts. From Morgan Stanley"
X Link 2026-02-11T15:12Z [----] followers, [---] engagements
"@LONGCONVEXITY @Citadel You Sound like chatgpt lol"
X Link 2026-02-11T16:58Z [----] followers, [--] engagements
"@sunkmonkey Whats the thesis here"
X Link 2026-02-13T06:06Z [----] followers, [--] engagements
"Morgan Stanley Update on $EC Bull Case PT of $16.50"
X Link 2026-02-15T21:35Z [----] followers, [----] engagements
"@SFarringtonBKC @AurelionRsch $VTEX 👀"
X Link 2026-02-14T03:38Z [----] followers, [---] engagements
"@turb0kat @SFarringtonBKC @AurelionRsch U can win without being on the ground but it is harder ofc. Maybe $PAGS $VTEX $CSAN but all a bit risky aha"
X Link 2026-02-14T15:46Z [----] followers, [--] engagements
"@SFarringtonBKC Why It is Colombiais risky 🤣🤣"
X Link 2026-02-15T22:16Z [----] followers, [---] engagements
"@trend_bullish Without being direspectful charts like that with lines mean nothing to me. Technicals dont move a stock like $EC far from that"
X Link 2026-02-15T22:32Z [----] followers, [---] engagements
"Long Chile is the trade. $ECH $BCH $BSAC From: @Z22Holding"
X Link 2025-11-21T18:54Z [----] followers, [----] engagements
"Tanker valuations keep moving higher. Bloombergs tanker basket sits at [---] Up 37% YTD and right below the [---] high Leaders: $FRO $ASC $DHT $NAT Laggers: $CMBT $SNI $ODF #OOTT #VLCC #Shipping #Oil"
X Link 2025-11-24T19:35Z [----] followers, [----] engagements
"Eastbound momentum continues. [---] supertankers heading to China Solid backdrop for crude flows. $FRO $ASC $DHT $NAT $ECO"
X Link 2025-11-25T19:29Z [----] followers, [----] engagements
"$LB: The Permian Power Monopoly A Texas Cash Machine. @AurelionRsch is initiating coverage of LandBridge u can find our research report here below. http://substacktools.com/sharex/kmGrctsi http://substacktools.com/sharex/kmGrctsi"
X Link 2026-01-16T18:06Z [----] followers, [----] engagements
"LatAM Oils from HSBC. Interesting take on $PBR and $EC. Is it time to start considering adding both"
X Link 2026-01-25T17:45Z [----] followers, 16.1K engagements
"Chile Outlook from $MS. $BCH $ECH $BSAC"
X Link 2026-01-26T01:52Z [----] followers, [----] engagements
"What is your favorite LatAm stock currently and why Comment it below"
X Link 2026-01-26T21:21Z [----] followers, 10.9K engagements
"We nailed $BRKR didnt we Stock did +37% during our coverage"
X Link 2026-01-28T18:30Z [----] followers, [----] engagements
"$EC Ecopetrol Still cheap on a lot of metrics. From BTG Pactual"
X Link 2026-01-31T21:02Z [----] followers, 10.9K engagements
"@ltigroupx I mean u can still buy it in Colombia but currency risks. I love ADR its legit the same thing. Move as good. But $EC isnt really that cheap"
X Link 2026-02-01T04:02Z [----] followers, [---] engagements
"$NU is MS top LatAm stock for [----]. $INTR & $XP should outperform as well"
X Link 2026-02-02T14:51Z [----] followers, [----] engagements
"Santander on $EC Ecopetrol"
X Link 2026-02-03T15:25Z [----] followers, [----] engagements
"New report on $BAK #Braskem. It is either loved or hated. We break it all down below. http://substacktools.com/sharex/ChHylpmN http://substacktools.com/sharex/ChHylpmN"
X Link 2026-02-05T21:21Z [----] followers, [----] engagements
"Well it looks like we nailed our bullish Japan call didnt we *JAPAN'S NIKKEI INDEX RISES 5.1% *JAPAN'S NIKKEI INDEX RISES 5.1%"
X Link 2026-02-09T05:15Z [----] followers, [----] engagements
"Sources of Hedge Fund Returns. [----] to [----]. From Cliffwater"
X Link 2026-02-09T15:52Z [----] followers, [----] engagements
"New stock added to the Aurelion Index Quiet consumer defensive stock that the market has largely overlooked. That lack of attention is precisely what makes the opportunity so compelling. Read the full analysis at the link. https://substacktools.com/sharex/KaAr8kpy https://substacktools.com/sharex/KaAr8kpy"
X Link 2026-02-09T19:02Z [----] followers, [----] engagements
"$BNKR.V Keep an eye on this one. ⚙ Bunker Hill continues to build momentum toward its planned H1 [----] restart while laying the groundwork for long-term growth. Alongside advancing key construction and commissioning milestones the team is prioritizing high-potential near-mine and district targets identified https://t.co/1bFQv4j8Ev ⚙ Bunker Hill continues to build momentum toward its planned H1 [----] restart while laying the groundwork for long-term growth. Alongside advancing key construction and commissioning milestones the team is prioritizing high-potential near-mine and district targets"
X Link 2026-02-10T16:32Z [----] followers, [----] engagements
"@hiteshkar @matt_solomon10 Could isnt the right word for $NU. It could easily go to $30. And just keep growing saying could be interesting is the best way to miss the boat"
X Link 2026-02-10T20:19Z [----] followers, [--] engagements
"Since Page [--] was so popular Heres page [--] on the bear case. The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r The Bear Case on Chemicals. From HSBC. https://t.co/vA1YCwdc8r"
X Link 2026-02-11T15:17Z [----] followers, [----] engagements
"@AurelionRsch First Macro Piece We have chosen to focus on Asset Allocation a topic that is often neglected even though it is critical for generating the best possible returns. Link in comments"
X Link 2026-02-11T20:13Z [----] followers, [----] engagements
"Geopolitical Risk & Equity Volatility From Goldman Sachs"
X Link 2026-02-12T17:17Z [----] followers, [---] engagements
"Tomorrow @AurelionRsch drops a free report: Is LatAms Bull Market Still in Its Early Innings Dont miss it"
X Link 2026-02-12T20:21Z [----] followers, [----] engagements
"@undrvalue $MELI not a top pick for me $NU is too big for the Aurelion Index we manage. Will be posting top Small cap pick soon on the Substack"
X Link 2026-02-15T02:26Z [----] followers, [---] engagements
"@undrvalue $VTEX $BTG Pactual $AUNA All good stuff bro"
X Link 2026-02-15T03:13Z [----] followers, [--] engagements
"@siddhant900 What"
X Link 2026-02-15T20:01Z [----] followers, [--] engagements
"@UlfThoene Yeah U think it is a buy A bit like a $PLNT Curious to know your thoughts"
X Link 2026-02-15T21:49Z [----] followers, [--] engagements
"@BVCCamilo @deyhatemetoo I mean u are more close to the story in Bolivia than I am from Canada. What do u expect"
X Link 2026-02-15T22:27Z [----] followers, [--] engagements
"$PBR is still cheap. But is it expensive P/E of 6.1x vs US peers at 12x. Brazil factor discount. And no Petrobras isnt running out of oil. Reserve replacement ratio hit 175% in 2025"
X Link 2026-02-02T20:22Z [----] followers, 25K engagements
"Guys: Morgan Stanley isnt bearish $PBR. Doesnt happen often $PBR is still cheap. But is it expensive P/E of 6.1x vs US peers at 12x. Brazil factor discount. And no Petrobras isnt running out of oil. Reserve replacement ratio hit 175% in [----]. https://t.co/NhtZcZieO5 $PBR is still cheap. But is it expensive P/E of 6.1x vs US peers at 12x. Brazil factor discount. And no Petrobras isnt running out of oil. Reserve replacement ratio hit 175% in [----]. https://t.co/NhtZcZieO5"
X Link 2026-02-02T20:37Z [----] followers, 11.1K engagements
"$CLBT @Cellebrite Initiation of Coverage Our top cybersecurity pick. Posting page [--] here. Full 33-page report is free at the link. https://aurelionresearch.com/wp-content/uploads/2026/02/Cellebrite-Initiating-Coverage.pdf https://aurelionresearch.com/wp-content/uploads/2026/02/Cellebrite-Initiating-Coverage.pdf"
X Link 2026-02-04T19:31Z [----] followers, [----] engagements
"Amazing chart on real gold prices. From Deustche Bank"
X Link 2026-02-07T16:01Z [----] followers, 39.1K engagements
"Interesting from LSEG"
X Link 2026-02-11T22:29Z [----] followers, [----] engagements
"As promised yesterday here is our free piece on the LatAm bull market and why we believe the rally is only getting started"
X Link 2026-02-13T19:19Z [----] followers, 10.1K engagements
"@FACOSECZO Doesnt matter its sell-side always bearish for nothing bro"
X Link 2026-02-16T01:00Z [----] followers, [---] engagements
"Colombia: CMT/IRS-spreads. From Deutsche Bank"
X Link 2026-02-13T18:20Z [----] followers, [----] engagements
"Evercore on $META. Base Case TP $900"
X Link 2026-02-16T16:03Z [----] followers, [---] engagements
"@SFarringtonBKC Idk their take in $PAGS u are in I can look if u want aha"
X Link 2026-02-02T20:11Z [----] followers, [---] engagements
"Evercore on $LYB. Buying time"
X Link 2026-02-10T19:17Z [----] followers, 11.5K engagements
"@ARG_ARG_A @ZeeContrarian1 @YanivUliel Not really $CLBT is wayyyy cheaper"
X Link 2026-02-11T13:50Z [----] followers, [---] engagements
"Link: http://substacktools.com/sharex/SdKj1FLg http://substacktools.com/sharex/SdKj1FLg"
X Link 2026-02-11T20:13Z [----] followers, [---] engagements
"@deyhatemetoo @BVCCamilo Doesnt need to show up in FCF bro market doesnt care just need the right market sentiment and macro"
X Link 2026-02-15T22:36Z [----] followers, [--] engagements
"Really nice work from BTG Pactual. Below is their LatAm Lineup Portfolio"
X Link 2026-01-27T19:29Z [----] followers, 11K engagements
"JPM on Brazilian Financials. $NU $XP $BTG"
X Link 2026-01-29T00:48Z [----] followers, 15.5K engagements
"Below is the [----] Fund Sheet of the Aurelion Index which delivered a +66% return since inception over the six-month period ended December [--] [----] and has continued to outperform into 2026"
X Link 2026-01-29T19:40Z [----] followers, [----] engagements
"JPM on $VALE"
X Link 2026-02-06T19:22Z [----] followers, [----] engagements
"$VALE [---]. From BofA Research"
X Link 2026-02-06T19:27Z [----] followers, 11.7K engagements
"Copper: Long-term supply/demand From Morgan Stanley"
X Link 2026-02-10T16:24Z [----] followers, 63.1K engagements
"BMO on $DOW. Why bearish chemicals"
X Link 2026-02-13T18:02Z [----] followers, [----] engagements
"Link: https://substacktools.com/sharex/3N_seUtr https://substacktools.com/sharex/3N_seUtr"
X Link 2026-02-13T19:19Z [----] followers, [----] engagements
"@trend_bullish @AurelionRsch Smart Guy. Respect 🫡"
X Link 2026-02-16T16:50Z [----] followers, [--] engagements
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