# ![@jesusolalladm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::477893467.png) @jesusolalladm Jesús O.

Jesús O. posts on X about $bro, $ajg, $mmc, insurance the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::477893467/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477893467/c:line/m:interactions.svg)

- [--] Week [---------] +23,339%
- [--] Month [---------] +93,614%
- [--] Months [---------] +12,146%
- [--] Year [---------] +5,628%

### Mentions: [--] [#](/creator/twitter::477893467/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477893467/c:line/m:posts_active.svg)

- [--] Months [--] -48%
- [--] Year [---] -54%

### Followers: [---] [#](/creator/twitter::477893467/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477893467/c:line/m:followers.svg)

- [--] Week [---] +0.27%
- [--] Month [---] +0.94%
- [--] Months [---] +0.13%
- [--] Year [---] +4.30%

### CreatorRank: [---------] [#](/creator/twitter::477893467/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477893467/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  77.52% [technology brands](/list/technology-brands)  21.71% [cryptocurrencies](/list/cryptocurrencies)  11.63% [finance](/list/finance)  11.63% [countries](/list/countries)  2.33% [fashion brands](/list/fashion-brands)  1.55% [automotive brands](/list/automotive-brands)  1.55% [social networks](/list/social-networks)  0.78% [celebrities](/list/celebrities)  0.78%

**Social topic influence**
[$bro](/topic/$bro) #39, [$ajg](/topic/$ajg) #18, [$mmc](/topic/$mmc) 3.88%, [insurance](/topic/insurance) 3.88%, [$aon](/topic/$aon) 3.88%, [$avgo](/topic/$avgo) 3.88%, [$msft](/topic/$msft) 3.88%, [$klac](/topic/$klac) 3.88%, [$goog](/topic/$goog) 3.1%, [$fico](/topic/$fico) 3.1%

**Top accounts mentioned or mentioned by**
[@bolsafree](/creator/undefined) [@ortegagerardo](/creator/undefined) [@youtube](/creator/undefined) [@inversoribex](/creator/undefined) [@eriinversor](/creator/undefined) [@bolsamania](/creator/undefined) [@howardlutnick](/creator/undefined) [@stockopine](/creator/undefined) [@quartrapp](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@epottermd](/creator/undefined) [@uhcs](/creator/undefined) [@nytimes](/creator/undefined) [@bethkindig](/creator/undefined) [@grok](/creator/undefined) [@graphicsbynight](/creator/undefined) [@inversor_ibex](/creator/undefined)

**Top assets mentioned**
[Neurobro (BRO)](/topic/$bro) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Aon PLC (AON)](/topic/$aon) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [KLA Corp (KLAC)](/topic/$klac) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Netflix Inc (NFLX)](/topic/$nflx) [MURPHY USA INC. (MUSA)](/topic/$musa) [Metadium (META)](/topic/$meta) [Amphenol Corporation (APH)](/topic/$aph) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Gartner Inc (IT)](/topic/$it) [Advanced Micro Devices (AMD)](/topic/$amd) [Marsh (MRSH)](/topic/$mrsh) [Msci Inc (MSCI)](/topic/$msci) [AppLovin Corporation (APP)](/topic/$app) [Effect.AI (EFX)](/topic/$efx) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Arista Networks Inc (ANET)](/topic/$anet) [UnitedHealth Group (UNH)](/topic/$unh) [Tesla, Inc. (TSLA)](/topic/$tsla) [Copart, Inc. (CPRT)](/topic/$cprt) [Danaher Corporation (DHR)](/topic/$dhr) [SPX6900 (SPX)](/topic/$spx) [S&P Global Inc (SPGI)](/topic/$spgi) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Progressive Corp (PGR)](/topic/$pgr) [Bridge Mutual (BMI)](/topic/$bmi) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [American Financial Group, Inc. (AFG)](/topic/$afg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IGV al que todo el mundo mira"  
[X Link](https://x.com/jesusolalladm/status/2021977029676347693)  2026-02-12T15:57Z [---] followers, [----] engagements


"$BRO de nuevo puede estar mandando un mensaje a $AJG"  
[X Link](https://x.com/jesusolalladm/status/2016465668133015610)  2026-01-28T10:57Z [---] followers, [---] engagements


"$PGR ms all de una simple cifra "llamativa" de EPS. Net Premiums Written DOWN"  
[X Link](https://x.com/jesusolalladm/status/2016601709758292307)  2026-01-28T19:58Z [---] followers, [---] engagements


"Este es el resumen ms importante hasta la fecha en los Corredores de Seguros la mejor aceptacin de consultora en $MMC (no me acostumbro a eso de $MRSH) la hace candidata a suelo en primer lugar. $BRO claramente tiene mucho que demostrar. Insurance Brokerage Organic Growth Tracker Q4 $AJG: +5.0% $AON: +5.0% $MRSH: +4.0% $BRO: -2.8% Insurance Brokerage Organic Growth Tracker Q4 $AJG: +5.0% $AON: +5.0% $MRSH: +4.0% $BRO: -2.8%"  
[X Link](https://x.com/jesusolalladm/status/2018035274714952158)  2026-02-01T18:54Z [---] followers, [---] engagements


"$BMI normalizndose interesante de observar"  
[X Link](https://x.com/jesusolalladm/status/2018265717880074441)  2026-02-02T10:10Z [---] followers, [--] engagements


"Parece ser que la lectura ha sido correcta en esta ocasin. $BAH"  
[X Link](https://x.com/jesusolalladm/status/2018340112673751524)  2026-02-02T15:05Z [---] followers, [--] engagements


"De los mayores trabajos de conviccin en la cartera la de vueltas que ha obligado a darle. $MSCI"  
[X Link](https://x.com/jesusolalladm/status/2018639130532684249)  2026-02-03T10:54Z [---] followers, [---] engagements


"D.E.P. $MOH"  
[X Link](https://x.com/jesusolalladm/status/2019524705544270227)  2026-02-05T21:33Z [---] followers, [---] engagements


"$AVGO como principal posicin ligeramente por encima de $GOOG te lo voy a perdonar de nuevo son muchos aos ya y los dos sabemos que esos 180B$ de los chicos de Alphabet estn llamando al timbre en menor medida los 200B$ de $AMZN (XPU) y los 105B$ de $MSFT (Aceleradores)"  
[X Link](https://x.com/jesusolalladm/status/2019737321021808831)  2026-02-06T11:37Z [---] followers, [---] engagements


"Desfachatez tras desfachatez en busca de suscriptores obesidad KO ahora vamos a por la deteccin del cncer sin aprobacin de la FDA cuando van a sancionar a la altura $HIMS va @YouTube https://youtu.be/aZ7Z5LTJWHMsi=rFhKChbkScacM7YY https://youtu.be/aZ7Z5LTJWHMsi=rFhKChbkScacM7YY"  
[X Link](https://x.com/jesusolalladm/status/2020636557779313044)  2026-02-08T23:11Z [---] followers, [---] engagements


"Pues el mensaje de $BRO a todo inversor de $AJG era claro"  
[X Link](https://x.com/jesusolalladm/status/2020938030664851467)  2026-02-09T19:09Z [---] followers, [---] engagements


"@Inversor_IBEX @eri_inversor an sigo sin posicin he tenido puntualmente $MMC pero no las tena todas conmigo y la cerr. Las sigo de cerca pero una tras otra rompen mnimos este selloff me da sensacin de claudicacin"  
[X Link](https://x.com/jesusolalladm/status/2021178235879379093)  2026-02-10T11:03Z [---] followers, [--] engagements


"@Bolsafree @bolsamania Hace un par de das sali la noticia de los plugin nuevos en seguros desde que Claude levantara tanto polvo"  
[X Link](https://x.com/jesusolalladm/status/2021502016380600671)  2026-02-11T08:30Z [---] followers, [--] engagements


"Que alguien me explique la gua de ingresos de $OSCR porque parece escrita por mi hija"  
[X Link](https://x.com/anyuser/status/2021182128625422592)  2026-02-10T11:19Z [---] followers, [---] engagements


"$OSCR acaso alguin pens que en esta ocasin sera diferente hemos leido casi media docena de presentaciones en el sectorial"  
[X Link](https://x.com/anyuser/status/2021186462566211877)  2026-02-10T11:36Z [---] followers, [---] engagements


"Taiwn tiene demanda. *TAIWAN REVISES UP [----] FORECASTS DRAMATICALLY *SEES GDP GROWTH AT +7.71% VS. +3.54% PREVIOUS *SEES EXPORTS AT +22.22% VS. +6.32% PREVIOUS *TAIWAN REVISES UP [----] FORECASTS DRAMATICALLY *SEES GDP GROWTH AT +7.71% VS. +3.54% PREVIOUS *SEES EXPORTS AT +22.22% VS. +6.32% PREVIOUS"  
[X Link](https://x.com/jesusolalladm/status/2022230394582769969)  2026-02-13T08:44Z [---] followers, [--] engagements


"Que sencillo es entender el movimiento de los indices en estos ratitos de lunes y jueves @Ortega_Gerardo 📢 Os recuerdo que esta tarde a las 17:00h tenemos una cita en directo para hablar un rato de bolsa. 📌Todos los lunes y jueves. Todo genuino y sin relatos 🔝 Os espero 🤗 A las 17.00h En punto🕔 Os dejo el enlace💻 👇 https://t.co/4rLp2HDEgA 📢 Os recuerdo que esta tarde a las 17:00h tenemos una cita en directo para hablar un rato de bolsa. 📌Todos los lunes y jueves. Todo genuino y sin relatos 🔝 Os espero 🤗 A las 17.00h En punto🕔 Os dejo el enlace💻 👇 https://t.co/4rLp2HDEgA"  
[X Link](https://x.com/jesusolalladm/status/2020943595231117451)  2026-02-09T19:31Z [---] followers, [---] engagements


"Si los brokers de seguros no estan cerca de una liquidacon les queda poco. $AFG $BRO $MRSH $AON"  
[X Link](https://x.com/anyuser/status/2020942121360916985)  2026-02-09T19:25Z [---] followers, [---] engagements


"Y aqu reside todo 82/83% MLR si o no si crees que si. aqu largo si crees que no aqu corto. $OSCR Sin posicin"  
[X Link](https://x.com/anyuser/status/2021188833409204484)  2026-02-10T11:45Z [---] followers, [---] engagements


"Mi seor Padre que en paz descanse sola decir la mejor manera no deber es no pedir. Trump says lower rates would save "at least one trillion dollars per year." The federal government's entire annual net interest bill was $970 billion in fiscal 2025and much of that is locked in at rates on previously issued debt that wouldn't change even if rates fell tomorrow. https://t.co/dKDVIsH7DX Trump says lower rates would save "at least one trillion dollars per year." The federal government's entire annual net interest bill was $970 billion in fiscal 2025and much of that is locked in at rates on"  
[X Link](https://x.com/jesusolalladm/status/2021669209466409257)  2026-02-11T19:34Z [---] followers, [--] engagements


"Importante punto de vista en la gua revelada consideran apps desconsolidadas el ao pasado. $APP Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming business which they sold off last year. If you Another very strong earnings print by $APP. [----] Q4 revs of $1.658B up 66% YoY [----] Q4 ebitda of $1.399B up 82% YoY I think the confusion is around [----] Q1 guidance because if you look at [----] Q1 numbers it included the gaming"  
[X Link](https://x.com/anyuser/status/2021852099080814884)  2026-02-12T07:41Z [---] followers, [---] engagements


"Tcnicamente un horror pero 383/15.01 (actualizado)=25x vamos para dentro con unas poquitas (que dira un amigo mo) $APP"  
[X Link](https://x.com/anyuser/status/2021960071899754531)  2026-02-12T14:50Z [---] followers, [---] engagements


"$NVDA nos debera abrir el camino. o no"  
[X Link](https://x.com/anyuser/status/2021965699078586495)  2026-02-12T15:12Z [---] followers, [--] engagements


"Hay docenas de grficos feos el de $NFLX va de cabeza a 70"  
[X Link](https://x.com/jesusolalladm/status/2021972282290196915)  2026-02-12T15:38Z [---] followers, [---] engagements


"Y si el que hasta ahora iba a ser el motor de la economa la productividad y el crecimiento termina siendo el caballo de Troya del mercado #IA #ClaudeCode #Anthropic"  
[X Link](https://x.com/anyuser/status/2022064622132768870)  2026-02-12T21:45Z [---] followers, [--] engagements


"No sabra decirte la verdad los movimientos cada vez son ms frenticos al alza y a la baja mayor volatilidad mayor apalancamiento"  
[X Link](https://x.com/anyuser/status/2022215107225567329)  2026-02-13T07:43Z [---] followers, [--] engagements


"Rating crediticio $EFX $FICO cash app credit score https://t.co/LJKq0PWPQq cash app credit score https://t.co/LJKq0PWPQq"  
[X Link](https://x.com/anyuser/status/2022227209864495249)  2026-02-13T08:31Z [---] followers, [---] engagements


"PEforward SPX Information Technology"  
[X Link](https://x.com/jesusolalladm/status/2022254626913886314)  2026-02-13T10:20Z [---] followers, [--] engagements


"Las sper producciones pueden costar una tarde delante de un ordenador con tantos extras y escenarios desees. Chinese company ByteDance released its latest AI model Seedance [---] just [--] hours ago. Someone tested the new version by giving it a prompt to generate a fight scene between Brad Pitt and Tom Cruise with their dialogue during the fight revolving around the Epstein files. https://t.co/LiG8iKyWKa Chinese company ByteDance released its latest AI model Seedance [---] just [--] hours ago. Someone tested the new version by giving it a prompt to generate a fight scene between Brad Pitt and Tom"  
[X Link](https://x.com/jesusolalladm/status/2022316541966999679)  2026-02-13T14:26Z [---] followers, [--] engagements


"$MANH rebote a la vista"  
[X Link](https://x.com/jesusolalladm/status/1889450973384311199)  2025-02-11T23:06Z [---] followers, [---] engagements


"Se demostr que Ozempic reduce el consumo de alcohol en el primer ensayo en el trastorno por consumo de alcohol CNN $NVO $LLY https://www.cnn.com/2025/02/12/health/ozempic-alcohol-use-disorder-trial/index.html https://www.cnn.com/2025/02/12/health/ozempic-alcohol-use-disorder-trial/index.html"  
[X Link](https://x.com/jesusolalladm/status/1889798061536497967)  2025-02-12T22:05Z [---] followers, [---] engagements


"$HEI suma y sigue. HEICO Corporation $HEI Q1-25. Results: 🟢 +6% Post-Market ($240.00) 📊 EPS: $1.20 🟢 💰 Revenue: $1.03B 🟢 📈 Net Income: $168.0M 🔎 Record-breaking Q1 with strong double-digit organic growth across both business segments. https://t.co/HWHx0OjV75 HEICO Corporation $HEI Q1-25. Results: 🟢 +6% Post-Market ($240.00) 📊 EPS: $1.20 🟢 💰 Revenue: $1.03B 🟢 📈 Net Income: $168.0M 🔎 Record-breaking Q1 with strong double-digit organic growth across both business segments. https://t.co/HWHx0OjV75"  
[X Link](https://x.com/jesusolalladm/status/1894870556752613498)  2025-02-26T22:02Z [---] followers, [---] engagements


"$MUSA vela que rompe vela que manda no @Ortega_Gerardo"  
[X Link](https://x.com/jesusolalladm/status/1895074527673286707)  2025-02-27T11:32Z [---] followers, [---] engagements


"$DEL Delta Airlines 4Q24"  
[X Link](https://x.com/jesusolalladm/status/1899237246047310210)  2025-03-10T23:13Z [---] followers, [--] engagements


"$ONON $DECK On Holdings has doubled HOKA's revenue growth over the last [--] years. Both continue to take share in the footwear market. $ONON $DECK https://t.co/dSqzymofWd On Holdings has doubled HOKA's revenue growth over the last [--] years. Both continue to take share in the footwear market. $ONON $DECK https://t.co/dSqzymofWd"  
[X Link](https://x.com/jesusolalladm/status/1899585799907057856)  2025-03-11T22:18Z [---] followers, [---] engagements


"Y no solo Lutnick. I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes. Its a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. Its an irreconcilable I just figured out why @howardlutnick is indifferent to the stock market and the economy crashing. He and Cantor are long bonds. He profits when our economy implodes. Its a bad idea to pick a Secretary of Commerce whose firm is levered long fixed income. Its an irreconcilable"  
[X Link](https://x.com/jesusolalladm/status/1909121717676503188)  2025-04-07T05:51Z [---] followers, [--] engagements


"El gobierno de Trump revierte el plan de limitar las exportaciones de chips H2O de Nvidia tras la cena en Mar-a-Lago. https://stockwhiz.ai/us/top/technology/trump-admin-reverses-plan-to-curb-nvidias-h20-chip-exports-after-mar-a-lago-dinner/2172 https://stockwhiz.ai/us/top/technology/trump-admin-reverses-plan-to-curb-nvidias-h20-chip-exports-after-mar-a-lago-dinner/2172"  
[X Link](https://x.com/jesusolalladm/status/1910016123799756935)  2025-04-09T17:05Z [---] followers, [--] engagements


"$PFE Game Over Weight-loss. *PFIZER ABANDONS WEIGHT-LOSS PILL DANUGLIPRON *PFIZER ABANDONS WEIGHT-LOSS PILL DANUGLIPRON"  
[X Link](https://x.com/jesusolalladm/status/1911750082245898574)  2025-04-14T11:55Z [---] followers, [--] engagements


"@Stock_Opine @Quartr_App Broadcom ASML Cadence/Synopsys Klac"  
[X Link](https://x.com/jesusolalladm/status/1913884985175511156)  2025-04-20T09:18Z [---] followers, [--] engagements


"$MEDP Medpace Holdings has now reported two quarters in a row of declines in their backlog. The slowdown in biotech funding is reaching all segments of the life sciences industry. $MEDP is down 5% after hours. https://t.co/6fjlV18c9q Medpace Holdings has now reported two quarters in a row of declines in their backlog. The slowdown in biotech funding is reaching all segments of the life sciences industry. $MEDP is down 5% after hours. https://t.co/6fjlV18c9q"  
[X Link](https://x.com/jesusolalladm/status/1914421903789371395)  2025-04-21T20:52Z [---] followers, [---] engagements


"$META Underperform"  
[X Link](https://x.com/jesusolalladm/status/1914610080705610010)  2025-04-22T09:19Z [---] followers, [--] engagements


"Creo que $APH la ha sacado del estadio"  
[X Link](https://x.com/jesusolalladm/status/1915015652391125050)  2025-04-23T12:11Z [---] followers, [---] engagements


"Earnings 1Q25 Sector: Brokers Insurance. $MMC ❌👎 $WTW ❌👎 $AON ❌👎 calientan las joyas de la corona $BRO y $AJG"  
[X Link](https://x.com/jesusolalladm/status/1915887392889676134)  2025-04-25T21:55Z [---] followers, [---] engagements


"Earnings 1Q25 Sector: Brokers Insurance. $MMC ❌👎 $WTW ❌👎 $AON ❌👎 $BRO❌👎 $AJG pide prrroga"  
[X Link](https://x.com/jesusolalladm/status/1917233000502247814)  2025-04-29T15:02Z [---] followers, [---] engagements


"$KLAC eleva la gua. Q4 EPS $7.75-$9.31 consensus $7.98 Q4 revenue $2.925B-$3.225B consensus $3.01B"  
[X Link](https://x.com/jesusolalladm/status/1917685217302609981)  2025-04-30T20:59Z [---] followers, [--] engagements


"Cloud Rev % $AMZN $GOOG $MSFT The current growth rates of the Big [--] Cloud Providers. Microsoft Azure was the only one to show an acceleration in growth this quarter. $AMZN $MSFT $GOOGL https://t.co/Ef4fK2inz3 The current growth rates of the Big [--] Cloud Providers. Microsoft Azure was the only one to show an acceleration in growth this quarter. $AMZN $MSFT $GOOGL https://t.co/Ef4fK2inz3"  
[X Link](https://x.com/jesusolalladm/status/1918041589730922743)  2025-05-01T20:35Z [---] followers, [---] engagements


"Thank you @realDonaldTrump $ANET Suficiente"  
[X Link](https://x.com/jesusolalladm/status/1918229483078795430)  2025-05-02T09:02Z [---] followers, [--] engagements


"$SNPS La gran adquisicin de $ANSS le ha supuesto un retraso considerable respecto de su par $CDNS. Largo en ambos"  
[X Link](https://x.com/jesusolalladm/status/1918235854050312319)  2025-05-02T09:27Z [---] followers, [---] engagements


"Earnings 1Q25 Sector: Brokers Insurance. $MMC ❌👎 $WTW ❌👎 $AON ❌👎 $BRO❌👎 $AJG ❤❤❤"  
[X Link](https://x.com/jesusolalladm/status/1918395556143181878)  2025-05-02T20:01Z [---] followers, [--] engagements


"$UNH y el abismo"  
[X Link](https://x.com/jesusolalladm/status/1922745257675866622)  2025-05-14T20:06Z [---] followers, [----] engagements


"Nike vender a Amazon por primera vez desde [----] - The Information #MarketScreener https://es.marketscreener.com/cotizacion/accion/NIKE-INC-13739/noticia/Nike-vender-a-Amazon-por-primera-vez-desde-2019-The-Information-50029971/utm_source=twitter&utm_medium=social&utm_campaign=share https://es.marketscreener.com/cotizacion/accion/NIKE-INC-13739/noticia/Nike-vender-a-Amazon-por-primera-vez-desde-2019-The-Information-50029971/utm_source=twitter&utm_medium=social&utm_campaign=share"  
[X Link](https://x.com/jesusolalladm/status/1925315895183782304)  2025-05-21T22:20Z [---] followers, [--] engagements


"BYD supera a Tesla en Europa por primera vez con un aumento del 169%. A $TSLA le urge un Model2. https://www.bloomberg.com/news/articles/2025-05-22/byd-beats-tesla-in-europe-for-first-time-with-169-sales-surge https://www.bloomberg.com/news/articles/2025-05-22/byd-beats-tesla-in-europe-for-first-time-with-169-sales-surge"  
[X Link](https://x.com/jesusolalladm/status/1925523881948774911)  2025-05-22T12:07Z [---] followers, [--] engagements


"Acciones interesantes en retrocesos. $CPRT"  
[X Link](https://x.com/jesusolalladm/status/1928144511995097396)  2025-05-29T17:40Z [---] followers, [---] engagements


"$AVGO previo a resultados. $AVGO Disclosure: I currently have no position in AVGO. Attached is page [--] of a 10-page Oppenheimer analyst report on AVGO issued yesterday entitled: "F2Q Preview" Oppenheimer has an 'Outperform' rating on AVGO with a $265 price target. Oppenheimer's 'Summary' regarding AVGO $AVGO Disclosure: I currently have no position in AVGO. Attached is page [--] of a 10-page Oppenheimer analyst report on AVGO issued yesterday entitled: "F2Q Preview" Oppenheimer has an 'Outperform' rating on AVGO with a $265 price target. Oppenheimer's 'Summary' regarding AVGO"  
[X Link](https://x.com/jesusolalladm/status/1928513071607128369)  2025-05-30T18:05Z [---] followers, [--] engagements


"$CPRT timing repurchase"  
[X Link](https://x.com/jesusolalladm/status/1929215170359824398)  2025-06-01T16:35Z [---] followers, [---] engagements


"$AVGO Broadcom $AVGO has reportedly hiked VMWares pricing by 8x to 15x by ending perpetual and pay-as-you-go licenses and replacing them with bundled subscriptions with 3-year minimum contracts per the ECCO. Broadcom $AVGO has reportedly hiked VMWares pricing by 8x to 15x by ending perpetual and pay-as-you-go licenses and replacing them with bundled subscriptions with 3-year minimum contracts per the ECCO"  
[X Link](https://x.com/jesusolalladm/status/1929313666567954857)  2025-06-01T23:06Z [---] followers, [--] engagements


"$APH Amphenol"  
[X Link](https://x.com/jesusolalladm/status/1930293231478059243)  2025-06-04T15:59Z [---] followers, [---] engagements


"$BRO Brown & Brown closes in on Risk Strategies acquisition for around $10B https://www.theinsurer.com/ti/news/brown-brown-closes-in-on-risk-strategies-acquisition-for-around-10-billion-2025-06-09/ https://www.theinsurer.com/ti/news/brown-brown-closes-in-on-risk-strategies-acquisition-for-around-10-billion-2025-06-09/"  
[X Link](https://x.com/jesusolalladm/status/1932198827257434582)  2025-06-09T22:11Z [---] followers, [---] engagements


"Vamos a ver ese cierre de vela semanal rondando zonas de resistencia. $NDX $SPX $SOX"  
[X Link](https://x.com/jesusolalladm/status/1933453225442582709)  2025-06-13T09:15Z [---] followers, [---] engagements


"Thermo Fisher said to weigh sale of some diagnostic assets for $4B $TMO https://seekingalpha.com/news/4457832-thermo-fisher-weighs-sale-diagnostic-assets https://seekingalpha.com/news/4457832-thermo-fisher-weighs-sale-diagnostic-assets"  
[X Link](https://x.com/jesusolalladm/status/1933520806153253339)  2025-06-13T13:44Z [---] followers, [--] engagements


"$MANH $MANH - The Calm Before the Storm 🌩 Revenue growth is forecasted to slow from +12% (2024) to just +2% in [----]. but then 2026e: +7% 2027e: +12% 2028e: +15% 2029e: +32% Manhattan Associates might be setting up for a massive back-end growth surge. Buy the dip in growth https://t.co/oHaYnw5AlK $MANH - The Calm Before the Storm 🌩 Revenue growth is forecasted to slow from +12% (2024) to just +2% in [----]. but then 2026e: +7% 2027e: +12% 2028e: +15% 2029e: +32% Manhattan Associates might be setting up for a massive back-end growth surge. Buy the dip in growth https://t.co/oHaYnw5AlK"  
[X Link](https://x.com/jesusolalladm/status/1933661885137584443)  2025-06-13T23:04Z [---] followers, [--] engagements


"$Meta ha invertido en Scale AI en un acuerdo que valora la startup de etiquetado de datos en 29B$. Adquirir una participacin del 49% por 143B$ https://www.reuters.com/business/finance/meta-finalizes-investment-scale-ai-valuing-startup-29-billion-2025-06-13/ https://www.reuters.com/business/finance/meta-finalizes-investment-scale-ai-valuing-startup-29-billion-2025-06-13/"  
[X Link](https://x.com/jesusolalladm/status/1933663442591793402)  2025-06-13T23:11Z [---] followers, [--] engagements


"Analisis de los contratos federales de Gartner bajo el control de DOGE. $IT https://open.substack.com/pub/lusheradvisory/p/gartners-federal-contracts-underr=glsg4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/lusheradvisory/p/gartners-federal-contracts-underr=glsg4&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/jesusolalladm/status/1936107742978088994)  2025-06-20T17:03Z [---] followers, [--] engagements


"Why Apple Must Buy Perplexity $AAPL https://www.thewrap.com/why-apple-must-buy-perplexity/ https://www.thewrap.com/why-apple-must-buy-perplexity/"  
[X Link](https://x.com/jesusolalladm/status/1936175760756126068)  2025-06-20T21:34Z [---] followers, [--] engagements


"$ATD 7-Eleven vs. Circle K: When giants collide https://cspdailynews.com/mergers-acquisitions/7-eleven-vs-circle-k-when-giants-collide https://cspdailynews.com/mergers-acquisitions/7-eleven-vs-circle-k-when-giants-collide"  
[X Link](https://x.com/jesusolalladm/status/1936532697448579458)  2025-06-21T21:12Z [---] followers, [--] engagements


"N.I.H. Memo Pauses Cancellations of Medical Research Grants $TMO $DHR https://www.nytimes.com/2025/06/25/science/nih-grant-terminations-halted.htmlsmid=tw-share https://www.nytimes.com/2025/06/25/science/nih-grant-terminations-halted.htmlsmid=tw-share"  
[X Link](https://x.com/jesusolalladm/status/1937995826950738346)  2025-06-25T22:06Z [---] followers, [---] engagements


"Ronda de velas semanales interesantes: [--]. $GOOG envolvente"  
[X Link](https://x.com/jesusolalladm/status/1938982449670730200)  2025-06-28T15:26Z [---] followers, [----] engagements


"Vamos que nos vamos $SNPS y $CDNS US chip design software developers said they have received notices lifting restrictions on exports to China in a signal that the two largest economies had settled a dispute over rare earths that had undermined a trade deal reached in May https://t.co/810S0xElgl US chip design software developers said they have received notices lifting restrictions on exports to China in a signal that the two largest economies had settled a dispute over rare earths that had undermined a trade deal reached in May https://t.co/810S0xElgl"  
[X Link](https://x.com/jesusolalladm/status/1940645298516513114)  2025-07-03T05:34Z [---] followers, [--] engagements


"$FICO $EFX Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge). Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge)"  
[X Link](https://x.com/jesusolalladm/status/1942702578246000919)  2025-07-08T21:49Z [---] followers, [---] engagements


"Gartner: Insight Leader Positions For Growth Amidst Macro Headwinds $IT http://beyondspx.com/article/gartner-insight-leader-positions-for-growth-amidst-macro-headwinds-nyse-it http://beyondspx.com/article/gartner-insight-leader-positions-for-growth-amidst-macro-headwinds-nyse-it"  
[X Link](https://x.com/jesusolalladm/status/1943353579047129204)  2025-07-10T16:56Z [---] followers, [---] engagements


"Bill sigue corto. $UNH .@EPotterMD is a breast cancer surgeon who exposed @UHCs United Healthcares aggressive and abusive insurance practices. UHC is now under criminal investigation by the DOJ for Medicare fraud. UHC is ruthless in going after its critics as covered in todays front page @nytimes .@EPotterMD is a breast cancer surgeon who exposed @UHCs United Healthcares aggressive and abusive insurance practices. UHC is now under criminal investigation by the DOJ for Medicare fraud. UHC is ruthless in going after its critics as covered in todays front page @nytimes"  
[X Link](https://x.com/jesusolalladm/status/1944457669533684049)  2025-07-13T18:03Z [---] followers, [---] engagements


"Semana de #CPI"  
[X Link](https://x.com/jesusolalladm/status/1944474455759307183)  2025-07-13T19:10Z [---] followers, [--] engagements


"Estimaciones $NFLX 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1944477301132886290)  2025-07-13T19:21Z [---] followers, [--] engagements


"Estimaciones 2Q25 (4Q25) $CTAS"  
[X Link](https://x.com/jesusolalladm/status/1944477785348784503)  2025-07-13T19:23Z [---] followers, [--] engagements


"$FICO $FICO's growth isnt coming from software - its coming from.Scores. The core Scores segment is growing 23.8% TTM while On-Prem + SaaS Software is slowing to just 7.1%. 📌 For investors this means stronger near-term cash flow but potentially less long-term multiple https://t.co/kpXFMpk8bm $FICO's growth isnt coming from software - its coming from.Scores. The core Scores segment is growing 23.8% TTM while On-Prem + SaaS Software is slowing to just 7.1%. 📌 For investors this means stronger near-term cash flow but potentially less long-term multiple https://t.co/kpXFMpk8bm"  
[X Link](https://x.com/jesusolalladm/status/1944529033691058507)  2025-07-13T22:47Z [---] followers, [---] engagements


"$SPX EPS estimados por trimestre"  
[X Link](https://x.com/jesusolalladm/status/1944529422893388017)  2025-07-13T22:48Z [---] followers, [--] engagements


"$APH en cifras redondas 100$"  
[X Link](https://x.com/jesusolalladm/status/1944871343469760799)  2025-07-14T21:27Z [---] followers, [--] engagements


"Continuamos haciendo historia. $NDX 23000"  
[X Link](https://x.com/jesusolalladm/status/1945128716633342115)  2025-07-15T14:29Z [---] followers, [--] engagements


"$SHW Estimaciones 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1947398306537345426)  2025-07-21T20:48Z [---] followers, [---] engagements


"$MSCI Estimaciones 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1947398561496219973)  2025-07-21T20:49Z [---] followers, [--] engagements


"$NOW Estimaciones 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1947400382986281210)  2025-07-21T20:56Z [---] followers, [--] engagements


"$ORLY Estimaciones 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1947400495775281363)  2025-07-21T20:57Z [---] followers, [---] engagements


"$KNSL Estimaciones 2Q25"  
[X Link](https://x.com/jesusolalladm/status/1947400605833564513)  2025-07-21T20:57Z [---] followers, [---] engagements


"$ISRg por BofA $ISRG Attached is page [--] of a 8-page Bank of America analyst report on ISRG issued yesterday entitled: "Q2 hitting high expects; dV5 full launch" Bank of America has a 'Buy' rating on ISRG with a $650 price target. Bank of America's summary statement regarding ISRG in the $ISRG Attached is page [--] of a 8-page Bank of America analyst report on ISRG issued yesterday entitled: "Q2 hitting high expects; dV5 full launch" Bank of America has a 'Buy' rating on ISRG with a $650 price target. Bank of America's summary statement regarding ISRG in the"  
[X Link](https://x.com/jesusolalladm/status/1948286152017887524)  2025-07-24T07:36Z [---] followers, [---] engagements


"$CMG complicado. Chipotle just reported its -4% comp store sales growth. That's the company's worst sales figure since the pandemic. $CMG: -9.1% AH https://t.co/UWiDXYEpuF Chipotle just reported its -4% comp store sales growth. That's the company's worst sales figure since the pandemic. $CMG: -9.1% AH https://t.co/UWiDXYEpuF"  
[X Link](https://x.com/jesusolalladm/status/1948436010502590639)  2025-07-24T17:31Z [---] followers, [--] engagements


"La gua de $CDNS impulsa a su par $SNPS NO SOFWARE EDA NO PARTY IN $SOX"  
[X Link](https://x.com/jesusolalladm/status/1949933962966577258)  2025-07-28T20:44Z [---] followers, [---] engagements


"Principales posiciones a 31/Julio/25 [--]. $AVGO [--]. $AMZN [--]. $GOOG [--]. $NFLX [--]. $KLAC [--]. $SPGI [--]. $MSFT [--]. $CSU [--]. $AMD [--]. $TSLA"  
[X Link](https://x.com/jesusolalladm/status/1950967623853678872)  2025-07-31T17:11Z [---] followers, [---] engagements


"📰 Will this $25B deal reshape cybersecurity $PANW buys CyberArk https://open.substack.com/pub/thefutureinvestors/p/will-this-25b-deal-reshape-cybersecurityutm_campaign=post&utm_medium=email https://open.substack.com/pub/thefutureinvestors/p/will-this-25b-deal-reshape-cybersecurityutm_campaign=post&utm_medium=email"  
[X Link](https://x.com/jesusolalladm/status/1951027767547470202)  2025-07-31T21:10Z [---] followers, [---] engagements


"Valorando la profundidad. 🤔🤔🤔 $ZTS"  
[X Link](https://x.com/jesusolalladm/status/1952780275978547325)  2025-08-05T17:14Z [---] followers, [---] engagements


"#OpenAI *OPENAI IN TALKS FOR SECONDARY SHARE SALE VALUING THE COMPANY AT A WHOPPING $500 BILLION - BLOOMBERG *OPENAI IN TALKS FOR SECONDARY SHARE SALE VALUING THE COMPANY AT A WHOPPING $500 BILLION - BLOOMBERG"  
[X Link](https://x.com/jesusolalladm/status/1952973397786542486)  2025-08-06T06:01Z [---] followers, [--] engagements


"$AMAT muestra lagunas en su gua contagio en apertura para $KLAC $LRCX $AMAT Applied Materials reports Q3 EPS $2.48 consensus $2.36 -- Q3 revenue $7.3B consensus $7.21B. -- Sees Q4 EPS $2.11 +/- 20c consensus $2.38 -- Sees Q4 revenue $6.7B +/- $500M consensus $7.32B. $AMAT Applied Materials reports Q3 EPS $2.48 consensus $2.36 -- Q3 revenue $7.3B consensus $7.21B. -- Sees Q4 EPS $2.11 +/- 20c consensus $2.38 -- Sees Q4 revenue $6.7B +/- $500M consensus $7.32B"  
[X Link](https://x.com/jesusolalladm/status/1956107808216113570)  2025-08-14T21:36Z [---] followers, [---] engagements


"@Beth_Kindig @grok que empresas suministran gabinetes y componentes de refrigeracin para los chips de $META $NVDA $AMD y $AVGO"  
[X Link](https://x.com/jesusolalladm/status/1956760516828836087)  2025-08-16T16:50Z [---] followers, [---] engagements


"ChatGPT ✅ Nvidia ✅ El resto 🤔🤔🤔 Nvidia $NVDA disclosed that one customer drove 23% of Q2 sales ($10.8B) and another 16% ($7.5B). Thats nearly $18.3B combined all tied to Compute & Networking (data center) https://t.co/i8burCQcU9 Nvidia $NVDA disclosed that one customer drove 23% of Q2 sales ($10.8B) and another 16% ($7.5B). Thats nearly $18.3B combined all tied to Compute & Networking (data center) https://t.co/i8burCQcU9"  
[X Link](https://x.com/jesusolalladm/status/1960833570605298146)  2025-08-27T22:35Z [---] followers, [---] engagements


"$ASML becomes Mistral AIs top shareholder after leading latest funding round sources say https://www.reuters.com/world/europe/asml-becomes-mistral-ais-top-shareholder-after-leading-latest-funding-round-2025-09-07/ https://www.reuters.com/world/europe/asml-becomes-mistral-ais-top-shareholder-after-leading-latest-funding-round-2025-09-07/"  
[X Link](https://x.com/jesusolalladm/status/1964785835368460761)  2025-09-07T20:20Z [---] followers, [--] engagements


"$CDNS ale hop"  
[X Link](https://x.com/jesusolalladm/status/1965063684461634038)  2025-09-08T14:44Z [---] followers, [--] engagements


"$SNPS obviamente su par. en dos palabras SOFTWARE EDA"  
[X Link](https://x.com/jesusolalladm/status/1965064338156499223)  2025-09-08T14:47Z [---] followers, [--] engagements


"$KLAC A lo suyo"  
[X Link](https://x.com/jesusolalladm/status/1968672543184670921)  2025-09-18T13:44Z [---] followers, [--] engagements


"$MSFT pidiendo pista"  
[X Link](https://x.com/jesusolalladm/status/1973114353886044290)  2025-09-30T19:54Z [---] followers, [--] engagements


"Y todo esto a PE2026 41x PE2027 28x $NKE $NKE CFO: "Revenues were up 1% on a reported basis and down 1% on a currency neutral basis." https://t.co/Itlo9oBzug $NKE CFO: "Revenues were up 1% on a reported basis and down 1% on a currency neutral basis." https://t.co/Itlo9oBzug"  
[X Link](https://x.com/jesusolalladm/status/1973150871136637164)  2025-09-30T22:20Z [---] followers, [---] engagements


"@GraphicsbyNight 139xx. que optimista 🤪🤪🤪"  
[X Link](https://x.com/jesusolalladm/status/923913901045149696)  2017-10-27T14:06Z [---] followers, [--] engagements

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