# ![@jeremie0117 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1100077361909899265.png) @jeremie0117 Jérémie

There 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.

### Engagements: [------] [#](/creator/twitter::1100077361909899265/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100077361909899265/c:line/m:interactions.svg)

- [--] Week [-------] +205%
- [--] Month [-------] +674%
- [--] Months [-------] +583%

### Mentions: [--] [#](/creator/twitter::1100077361909899265/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100077361909899265/c:line/m:posts_active.svg)

- [--] Week [---] +8.50%
- [--] Month [---] +89%
- [--] Months [---] +525%

### Followers: [-----] [#](/creator/twitter::1100077361909899265/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100077361909899265/c:line/m:followers.svg)

- [--] Week [-----] +33%
- [--] Month [-----] +118%
- [--] Months [-----] +354%

### CreatorRank: [-------] [#](/creator/twitter::1100077361909899265/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1100077361909899265/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.91% [cryptocurrencies](/list/cryptocurrencies)  14.55% [finance](/list/finance)  11.82% [countries](/list/countries)  10% [technology brands](/list/technology-brands)  1.82% [financial services](/list/financial-services)  #1063 [currencies](/list/currencies)  0.91%

**Social topic influence**
[$hun](/topic/$hun) #55, [morgan stanley](/topic/morgan-stanley) #36, [$lyb](/topic/$lyb) 6.36%, [$pbr](/topic/$pbr) #5, [$nu](/topic/$nu) #19, [$fro](/topic/$fro) 4.55%, [$eco](/topic/$eco) #7, [$aval](/topic/$aval) #2, [$hsbc](/topic/$hsbc) #100, [$dht](/topic/$dht) 3.64%

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@aurelionrsch](/creator/undefined) [@hiteshkar](/creator/undefined) [@yieldsearcher](/creator/undefined) [@buscadordverdad](/creator/undefined) [@gabfedfra](/creator/undefined) [@undrvalue](/creator/undefined) [@irbezek](/creator/undefined) [@mattsolomon10](/creator/undefined) [@sunkmonkey](/creator/undefined) [@ltigroupx](/creator/undefined) [@jktadave](/creator/undefined) [@sockfeetrsrch](/creator/undefined) [@resourcebull](/creator/undefined) [@bhaiz01](/creator/undefined) [@cc27233459](/creator/undefined) [@hitthebottom1](/creator/undefined) [@investor7093410](/creator/undefined) [@r129159r](/creator/undefined) [@nicofcok](/creator/undefined)

**Top assets mentioned**
[Huntsman Corporation (HUN)](/topic/$hun) [Morgan Stanley (MS)](/topic/morgan-stanley) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [PolkaBridge (PBR)](/topic/$pbr) [NuCypher (NU)](/topic/$nu) [Frontline Ltd. (FRO)](/topic/$fro) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL)](/topic/$aval) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [dHedge DAO (DHT)](/topic/$dht) [Bancolombia S.A. (CIB)](/topic/$cib) [Ecopetrol S.A (EC)](/topic/$ec) [Dow Inc (DOW)](/topic/$dow) [MercadoLibre Inc (MELI)](/topic/$meli) [VTEX (VTEX)](/topic/vtex) [LandBridge Company LLC (LB)](/topic/$lb) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Bitcoin Cash (BCH)](/topic/$bch) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Interlay (INTR)](/topic/$intr) [VALE S.A. (VALE)](/topic/$vale) [Xphere (XP)](/topic/$xp) [Bitcoin Gold (BTG)](/topic/$btg) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Banco Santander-Chile (BSAC)](/topic/$bsac) [EURONAV NV (CMBT)](/topic/$cmbt) [Celanese Corporation (CE)](/topic/$ce) [Banco Santander S.A. (SAN)](/topic/banco-santander) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Cameco Corporation (CCJ)](/topic/$ccj) [Peabody Energy Corporation (BTU)](/topic/$btu) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Privia Health Group, Inc.  (PRVA)](/topic/$prva) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Colombia: CMT/IRS-spreads. From Deutsche Bank"  
[X Link](https://x.com/jeremie0117/status/2022375325292724318)  2026-02-13T18:20Z [----] 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](https://x.com/jeremie0117/status/2022390147468398651)  2026-02-13T19:19Z [----] followers, [----] engagements


"@jktadave @sockfeetrsrch Rassuring words $LB will do just find David"  
[X Link](https://x.com/jeremie0117/status/2019636700717441264)  2026-02-06T04:58Z [----] 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](https://x.com/jeremie0117/status/2019521764829852134)  2026-02-05T21:21Z [----] 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](https://x.com/jeremie0117/status/2020936312313037166)  2026-02-09T19:02Z [----] followers, [----] engagements


"BMO on $DOW. Why bearish chemicals"  
[X Link](https://x.com/jeremie0117/status/2022370868442054840)  2026-02-13T18:02Z [----] followers, [----] engagements


"Link: https://substacktools.com/sharex/3N_seUtr https://substacktools.com/sharex/3N_seUtr"  
[X Link](https://x.com/jeremie0117/status/2022390150761005340)  2026-02-13T19:19Z [----] followers, [----] engagements


"Long Chile is the trade. $ECH $BCH $BSAC From: @Z22Holding"  
[X Link](https://x.com/jeremie0117/status/1991943260038934821)  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](https://x.com/jeremie0117/status/1993040896422781342)  2025-11-24T19:35Z [----] followers, [----] engagements


"As you can see shipping can get messy. But the journey is worth every step. $FRO $DHT $ECO $NAT"  
[X Link](https://x.com/jeremie0117/status/1993209225695445340)  2025-11-25T06:44Z [----] followers, [----] engagements


"Chemical price trend recently. From Nomura $LYB $HUN $DOW"  
[X Link](https://x.com/jeremie0117/status/2010409154914226207)  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](https://x.com/jeremie0117/status/2010483754951680416)  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](https://x.com/jeremie0117/status/2010539723140276560)  2026-01-12T02:29Z [----] followers, [---] engagements


"Mizuho on $LYB. Keeping their PT at $49. Which is way too low"  
[X Link](https://x.com/jeremie0117/status/2010867323637239998)  2026-01-13T00:11Z [----] followers, [----] engagements


"It looks like higher oil tanker rates are coming $FRO $ECO going higher"  
[X Link](https://x.com/jeremie0117/status/2011146212745920708)  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](https://x.com/jeremie0117/status/2014898107033452653)  2026-01-24T03:08Z [----] followers, [---] engagements


"LatAm Banks - [----] Outlook From Banco Santander"  
[X Link](https://x.com/jeremie0117/status/2015559204770136167)  2026-01-25T22:55Z [----] followers, [----] engagements


"Morgan Stanley $MS Favorite LatAm stocks $NU $MELI $PBR"  
[X Link](https://x.com/jeremie0117/status/2015573968602701835)  2026-01-25T23:54Z [----] followers, 15.8K engagements


"@Petro_mormona I am in $AVAL ahah. $CIB I sold too soon sadly"  
[X Link](https://x.com/jeremie0117/status/2015575482209575182)  2026-01-26T00:00Z [----] followers, [--] engagements


"What is your favorite LatAm stock currently and why Comment it below"  
[X Link](https://x.com/jeremie0117/status/2015897983795995097)  2026-01-26T21:21Z [----] followers, 10.9K engagements


"@Bhaiz01 $INTR is interesting"  
[X Link](https://x.com/jeremie0117/status/2015903856534647093)  2026-01-26T21:45Z [----] followers, [---] engagements


"@coupesoleil Lot of nice stuff in this basket bro $SQM $BCH $VALE would be my favorite"  
[X Link](https://x.com/jeremie0117/status/2015904037262995845)  2026-01-26T21:45Z [----] followers, [---] engagements


"Really nice work from BTG Pactual. Below is their LatAm Lineup Portfolio"  
[X Link](https://x.com/jeremie0117/status/2016232151306367218)  2026-01-27T19:29Z [----] followers, 10.9K engagements


"Which commodity stock should @AurelionRsch cover next Reply with [--] stock youd pay to read a full research report on"  
[X Link](https://x.com/jeremie0117/status/2016329913389707550)  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](https://x.com/jeremie0117/status/2016334936534299030)  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](https://x.com/jeremie0117/status/2016644536789880940)  2026-01-28T22:48Z [----] followers, [----] engagements


"JPM on Brazilian Financials. $NU $XP $BTG"  
[X Link](https://x.com/jeremie0117/status/2016674845811937740)  2026-01-29T00:48Z [----] followers, 15.5K engagements


"Mexico Economics $EWW From Morgan Stanley"  
[X Link](https://x.com/jeremie0117/status/2016917077152461093)  2026-01-29T16:51Z [----] followers, [----] engagements


"Jefferies take on Peru $EPU. Really interesting"  
[X Link](https://x.com/jeremie0117/status/2016977474576437488)  2026-01-29T20:51Z [----] followers, [----] engagements


"LatAm Rates Strategy. Really interesting. From HSBC"  
[X Link](https://x.com/jeremie0117/status/2017298039182860655)  2026-01-30T18:05Z [----] followers, [----] engagements


"LatAm Pulp & Paper Comps. From Morgan Stanley"  
[X Link](https://x.com/jeremie0117/status/2017361267803947433)  2026-01-30T22:16Z [----] followers, [----] engagements


"@hit_the_bottom1 @irbezek Agree on that bro but still think it is not as risky as some think"  
[X Link](https://x.com/jeremie0117/status/2018127062796583027)  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](https://x.com/jeremie0117/status/2018129104915026009)  2026-02-02T01:07Z [----] followers, [---] engagements


"@SFarringtonBKC Idk their take in $PAGS u are in I can look if u want aha"  
[X Link](https://x.com/jeremie0117/status/2018417072963756048)  2026-02-02T20:11Z [----] 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](https://x.com/jeremie0117/status/2018419901635957201)  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](https://x.com/jeremie0117/status/2018423670037680199)  2026-02-02T20:37Z [----] followers, 11.1K engagements


"Without using Grok. Guess the ticker of the stock below. Answer in the comments. Tip: It is a Latam energy stock"  
[X Link](https://x.com/jeremie0117/status/2018429299640971706)  2026-02-02T21:00Z [----] followers, [----] engagements


"@SFarringtonBKC No it is the smaller one from the other country 👀"  
[X Link](https://x.com/jeremie0117/status/2018439580614009195)  2026-02-02T21:41Z [----] followers, [---] engagements


"$PBR Oil Reserves Up"  
[X Link](https://x.com/jeremie0117/status/2018706502538641602)  2026-02-03T15:21Z [----] followers, [----] engagements


"Anthropic vs SaaS Game is on. #AI #Software #Data"  
[X Link](https://x.com/jeremie0117/status/2018752596639674428)  2026-02-03T18:25Z [----] followers, 27.1K engagements


"Needham [----] Top SaaS Pick Tyler Technologies $TYL Might be worth a look"  
[X Link](https://x.com/jeremie0117/status/2018874397105312210)  2026-02-04T02:28Z [----] followers, [----] engagements


"Under this scenario $BAK would be fine. Bankruptcy unlikely during an election year. Interesting from EM Spreads. @calvinfroedge"  
[X Link](https://x.com/jeremie0117/status/2019453198369538240)  2026-02-05T16:48Z [----] followers, [----] engagements


"JPM on $CIB"  
[X Link](https://x.com/jeremie0117/status/2019498260168057000)  2026-02-05T19:48Z [----] followers, [----] engagements


"@buscadordverdad U think $CIB still has good upside"  
[X Link](https://x.com/jeremie0117/status/2019512458659131745)  2026-02-05T20:44Z [----] followers, [---] engagements


"@investor7093410 @AurelionRsch We do Microcap but below 100M it is really less often"  
[X Link](https://x.com/jeremie0117/status/2019546995913011353)  2026-02-05T23:01Z [----] followers, [--] engagements


"@R129159R @buscadordverdad @finxard $AVAL is an amazing company indeed"  
[X Link](https://x.com/jeremie0117/status/2019564009138319547)  2026-02-06T00:09Z [----] followers, [---] engagements


"Anyone ever had a look at $PRVA Looks cheap"  
[X Link](https://x.com/jeremie0117/status/2019639472716177567)  2026-02-06T05:09Z [----] followers, [---] engagements


"JPM on $AVAL"  
[X Link](https://x.com/jeremie0117/status/2019816794689806655)  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](https://x.com/jeremie0117/status/2020216720850383330)  2026-02-07T19:22Z [----] followers, [--] engagements


"Whats your favorite stock for [----] Answer below 👇🏻"  
[X Link](https://x.com/jeremie0117/status/2020303153615278591)  2026-02-08T01:06Z [----] 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](https://x.com/jeremie0117/status/2020311467128471689)  2026-02-08T01:39Z [----] followers, [--] engagements


"LatAm's bull market is still in its early inning. From Morgan Stanley Research"  
[X Link](https://x.com/jeremie0117/status/2020604173100962122)  2026-02-08T21:02Z [----] followers, 47.4K 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](https://x.com/jeremie0117/status/2020685671976054979)  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](https://x.com/jeremie0117/status/2020685905036787968)  2026-02-09T02:27Z [----] 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](https://x.com/jeremie0117/status/2020728253757952301)  2026-02-09T05:15Z [----] followers, [----] engagements


"@YDDL_oneandone Agree"  
[X Link](https://x.com/jeremie0117/status/2021288609593082297)  2026-02-10T18:22Z [----] followers, [----] engagements


"@matt_solomon10 @hiteshkar $MELI too big for me. $NU is an easy yep"  
[X Link](https://x.com/jeremie0117/status/2021313426019012774)  2026-02-10T20:00Z [----] 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](https://x.com/jeremie0117/status/2021318232045494297)  2026-02-10T20:19Z [----] 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](https://x.com/jeremie0117/status/2021319341342421076)  2026-02-10T20:24Z [----] followers, [--] engagements


"@Gabfedfra $HUN is my pick. But I have another favorite u didnt mention"  
[X Link](https://x.com/jeremie0117/status/2021332052696760718)  2026-02-10T21:14Z [----] followers, [---] engagements


"@AZbroker $HUN doesnt care. $LYB does. Position accordingly"  
[X Link](https://x.com/jeremie0117/status/2021360079434633231)  2026-02-10T23:06Z [----] followers, [---] engagements


"@yieldsearcher HSBC is highly wrong here bro"  
[X Link](https://x.com/jeremie0117/status/2021363960189157387)  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](https://x.com/jeremie0117/status/2021381213966172164)  2026-02-11T00:30Z [----] followers, [---] engagements


"@10009nyny Thanks a lot Jay Have a look at our website as well 🫡"  
[X Link](https://x.com/jeremie0117/status/2021401759567184311)  2026-02-11T01:51Z [----] followers, [---] engagements


"@setiriver $HUN is way better lol"  
[X Link](https://x.com/jeremie0117/status/2021408729443545176)  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](https://x.com/jeremie0117/status/2021420648409727062)  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](https://x.com/jeremie0117/status/2021420861602025654)  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](https://x.com/jeremie0117/status/2021421032406647129)  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](https://x.com/jeremie0117/status/2021421151109644423)  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](https://x.com/jeremie0117/status/2021428246504710337)  2026-02-11T03:37Z [----] followers, [---] engagements


"@VBcs001 Links U need to be a client reports arent floating on the internet bro"  
[X Link](https://x.com/jeremie0117/status/2021440749196411173)  2026-02-11T04:26Z [----] followers, [---] engagements


"@JSE_Invest Try $HUN. Choose the best"  
[X Link](https://x.com/jeremie0117/status/2021462969859908073)  2026-02-11T05:55Z [----] followers, [---] engagements


"Some Coal charts. From Morgan Stanley"  
[X Link](https://x.com/jeremie0117/status/2021603287426904090)  2026-02-11T15:12Z [----] followers, [---] engagements


"@LONGCONVEXITY @Citadel You Sound like chatgpt lol"  
[X Link](https://x.com/jeremie0117/status/2021629995614134311)  2026-02-11T16:58Z [----] followers, [--] engagements


"@sunkmonkey Whats the thesis here"  
[X Link](https://x.com/jeremie0117/status/2022190599022293261)  2026-02-13T06:06Z [----] followers, [--] engagements


"Eastbound momentum continues. [---] supertankers heading to China Solid backdrop for crude flows. $FRO $ASC $DHT $NAT $ECO"  
[X Link](https://x.com/jeremie0117/status/1993401774200570111)  2025-11-25T19:29Z [----] followers, [----] engagements


"Jefferies on $PBR. Upside scenario of $23. Base Case at $17 still looks fine"  
[X Link](https://x.com/jeremie0117/status/2015883443935096963)  2026-01-26T20:24Z [----] followers, 14.5K 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](https://x.com/jeremie0117/status/2021261001761362368)  2026-02-10T16:32Z [----] followers, [----] engagements


"Nickel Price Overview From J.P.Morgan"  
[X Link](https://x.com/jeremie0117/status/2021700137744060496)  2026-02-11T21:37Z [----] followers, [----] engagements


"Interesting from LSEG"  
[X Link](https://x.com/jeremie0117/status/2021713229026931062)  2026-02-11T22:29Z [----] followers, [----] engagements


"Geopolitical Risk & Equity Volatility From Goldman Sachs"  
[X Link](https://x.com/jeremie0117/status/2021996995146395967)  2026-02-12T17:17Z [----] 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](https://x.com/jeremie0117/status/1992649696838361420)  2025-11-23T17:41Z [----] followers, [----] engagements


"Sources of Hedge Fund Returns. [----] to [----]. From Cliffwater"  
[X Link](https://x.com/jeremie0117/status/2020888493551956422)  2026-02-09T15:52Z [----] 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](https://x.com/jeremie0117/status/2021604460007481779)  2026-02-11T15:17Z [----] followers, [----] engagements


"Link: http://substacktools.com/sharex/SdKj1FLg http://substacktools.com/sharex/SdKj1FLg"  
[X Link](https://x.com/jeremie0117/status/2021679001698546061)  2026-02-11T20:13Z [----] followers, [---] engagements


"$VALE [---]. From BofA Research"  
[X Link](https://x.com/jeremie0117/status/2019855490826592677)  2026-02-06T19:27Z [----] followers, 11.1K engagements


"Copper: Long-term supply/demand From Morgan Stanley"  
[X Link](https://x.com/jeremie0117/status/2021258879904973000)  2026-02-10T16:24Z [----] followers, 62.6K engagements


"Evercore on $LYB. Buying time"  
[X Link](https://x.com/jeremie0117/status/2021302465182765164)  2026-02-10T19:17Z [----] followers, 11.4K engagements


"@SFarringtonBKC @AurelionRsch $VTEX 👀"  
[X Link](https://x.com/jeremie0117/status/2022515878387241346)  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](https://x.com/jeremie0117/status/2022698941096038759)  2026-02-14T15:46Z [----] 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](https://x.com/jeremie0117/status/1993807332686590090)  2025-11-26T22:21Z [----] 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](https://x.com/jeremie0117/status/2012224888476446915)  2026-01-16T18:06Z [----] followers, [----] engagements


"@davidinnanen $AVAL is a beauty and up a lot today"  
[X Link](https://x.com/jeremie0117/status/2015903695175643612)  2026-01-26T21:44Z [----] followers, [---] engagements


"@AndresBorraezA Maybe more $AVAL now more upside than $CIB currently"  
[X Link](https://x.com/jeremie0117/status/2016012283218989245)  2026-01-27T04:55Z [----] 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](https://x.com/jeremie0117/status/2017314555114729932)  2026-01-30T19:10Z [----] followers, [----] engagements


"$EC Ecopetrol Still cheap on a lot of metrics. From BTG Pactual"  
[X Link](https://x.com/jeremie0117/status/2017705036164239528)  2026-01-31T21:02Z [----] followers, 10.8K engagements


"$NU is MS top LatAm stock for [----]. $INTR & $XP should outperform as well"  
[X Link](https://x.com/jeremie0117/status/2018336375913709934)  2026-02-02T14:51Z [----] followers, [----] engagements


"Thanks Voss Capital. Seems relevant for $CLBT. Earnings tomorrow guys 👀 $CLBT https://t.co/3sFIiUT1tT $CLBT https://t.co/3sFIiUT1tT"  
[X Link](https://x.com/jeremie0117/status/2021388957347467377)  2026-02-11T01:00Z [----] 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](https://x.com/jeremie0117/status/2021678997902704973)  2026-02-11T20:13Z [----] followers, [----] engagements


"LatAM Oils from HSBC. Interesting take on $PBR and $EC. Is it time to start considering adding both"  
[X Link](https://x.com/jeremie0117/status/2015481191114186859)  2026-01-25T17:45Z [----] followers, 16.1K engagements


"We nailed $BRKR didnt we Stock did +37% during our coverage"  
[X Link](https://x.com/jeremie0117/status/2016579706951176678)  2026-01-28T18:30Z [----] followers, [----] 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](https://x.com/jeremie0117/status/2017810741756117427)  2026-02-01T04:02Z [----] followers, [---] engagements


"Santander on $EC Ecopetrol"  
[X Link](https://x.com/jeremie0117/status/2018707388123988446)  2026-02-03T15:25Z [----] followers, [----] engagements


"Amazing chart on real gold prices. From Deustche Bank"  
[X Link](https://x.com/jeremie0117/status/2020165923487769047)  2026-02-07T16:01Z [----] followers, 39K engagements


"The Bear Case on Chemicals. From HSBC"  
[X Link](https://x.com/jeremie0117/status/2021279217376243962)  2026-02-10T17:44Z [----] followers, 84K engagements


"Is it Canadian equities time"  
[X Link](https://x.com/jeremie0117/status/2022030007443632563)  2026-02-12T19:28Z [----] followers, [----] engagements


"Tomorrow @AurelionRsch drops a free report: Is LatAms Bull Market Still in Its Early Innings Dont miss it"  
[X Link](https://x.com/jeremie0117/status/2022043423788892478)  2026-02-12T20:21Z [----] followers, [----] 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](https://x.com/jeremie0117/status/2016959729054994556)  2026-01-29T19:40Z [----] 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](https://x.com/jeremie0117/status/2022860112293933567)  2026-02-15T02:26Z [----] followers, [--] engagements


"@undrvalue $VTEX $BTG Pactual $AUNA All good stuff bro"  
[X Link](https://x.com/jeremie0117/status/2022871757590352146)  2026-02-15T03:13Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing