# ![@o_macro_invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1029820676851548160.png) @o_macro_invest Nunes

Nunes posts on X about $spgi, meta, $oscr, $mco the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1029820676851548160/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029820676851548160/c:line/m:interactions.svg)

- [--] Week [------] +357%
- [--] Month [------] +1,665%
- [--] Months [------] +316%
- [--] Year [------] +97%

### Mentions: [--] [#](/creator/twitter::1029820676851548160/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029820676851548160/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1029820676851548160/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029820676851548160/c:line/m:followers.svg)

- [--] Week [---] +5.60%
- [--] Month [---] +7.50%
- [--] Months [---] -1.70%
- [--] Year [---] +61%

### CreatorRank: [---------] [#](/creator/twitter::1029820676851548160/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1029820676851548160/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54% [technology brands](/list/technology-brands)  23% [finance](/list/finance)  22% [cryptocurrencies](/list/cryptocurrencies)  7% [countries](/list/countries)  5% [fashion brands](/list/fashion-brands)  2% [social networks](/list/social-networks)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$spgi](/topic/$spgi) 9%, [meta](/topic/meta) 9%, [$oscr](/topic/$oscr) 8%, [$mco](/topic/$mco) 6%, [$bak](/topic/$bak) #30, [ai](/topic/ai) 5%, [$meta](/topic/$meta) 5%, [$fico](/topic/$fico) 4%, [$msft](/topic/$msft) 4%, [we are](/topic/we-are) 3%

**Top accounts mentioned or mentioned by**
[@mkeiti](/creator/undefined) [@qualityinvest5](/creator/undefined) [@vitormoliv](/creator/undefined) [@investingwithac](/creator/undefined) [@calvinfroedge](/creator/undefined) [@bourboncap](/creator/undefined) [@stockmktnewz](/creator/undefined) [@renetous](/creator/undefined) [@argoninvest](/creator/undefined) [@investproc](/creator/undefined) [@theronnievshow](/creator/undefined) [@xai](/creator/undefined) [@nikitabier](/creator/undefined) [@elonmusk](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@jeremie0117](/creator/undefined) [@allkaresearch](/creator/undefined) [@oraulsena](/creator/undefined) [@mind1nvestor](/creator/undefined) [@vonderleyen](/creator/undefined)

**Top assets mentioned**
[S&P Global Inc (SPGI)](/topic/$spgi) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Moody's Corporation (MCO)](/topic/$mco) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Metadium (META)](/topic/$meta) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GE Vernova Inc. (GEV)](/topic/$gev) [Spotify Technology (SPOT)](/topic/$spot) [Interlay (INTR)](/topic/$intr) [Coca-Cola Co (KO)](/topic/$ko) [NuCypher (NU)](/topic/$nu) [Oracle Corporation (ORCL)](/topic/$orcl) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Dow Inc (DOW)](/topic/$dow) [CatCoin (CAT)](/topic/$cat) [United Rentals, Inc. (URI)](/topic/$uri) [Deere & Company (DE)](/topic/$de) [ZetaChain (ZETA)](/topic/$zeta) [Effect.AI (EFX)](/topic/$efx) [Now Coin (NOW)](/topic/$now) [Netflix Inc (NFLX)](/topic/$nflx) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@argon_invest 🚨BB VOLTOU COM TUDO 🚀🚀"  
[X Link](https://x.com/o_macro_invest/status/2022327896887681298)  2026-02-13T15:11Z [---] followers, [--] engagements


"#ARML3 Ningum fala dela mais n"  
[X Link](https://x.com/o_macro_invest/status/2022342399348105451)  2026-02-13T16:09Z [---] followers, [---] engagements


"Po o BTG conseguir o Bessent no evento amanh animal No tem como no assistir #BPAC11"  
[X Link](https://x.com/o_macro_invest/status/2020896658565816589)  2026-02-09T16:24Z [---] followers, [--] engagements


"Okay so on the year that we are prob going to be seen the most amount of debt ever been issued by the biggest companies on earth You sell credit agencies $SPGI $MCO I dont even have to look at it im sure they are all going to have ratings on them No big company issues debt without rating because there simply is no reason to. The money they save by borrowing at a lower rate is MUCH higher than the cost of the rating and economics get even better the bigger the debt issuance https://twitter.com/i/web/status/2021396260444357088 https://twitter.com/i/web/status/2021396260444357088"  
[X Link](https://x.com/o_macro_invest/status/2021396260444357088)  2026-02-11T01:29Z [---] followers, [--] engagements


"Oloko mercado $BAK #BRKM5 Negcio no ver notcia mesmo nesse pas tudo mentira. Braskem negando tudo"  
[X Link](https://x.com/o_macro_invest/status/2022098251714023535)  2026-02-12T23:59Z [---] followers, [---] engagements


"@invest_proc $CAT $URI $DE tudo voando la fora e ela acordando aqui"  
[X Link](https://x.com/o_macro_invest/status/2022348522386043336)  2026-02-13T16:33Z [---] followers, [--] engagements


"Que matria ruim do #fantstico sobre o caso do Orelha Sem comeo meio e fim. Juntam coisas sem nexo. Basicamente ningum tem certeza de porra nenhuma isso"  
[X Link](https://x.com/o_macro_invest/status/2018111621239873989)  2026-02-01T23:57Z [---] followers, [---] engagements


"@vitormoliv Absurdo Mas esse grfico deles de rule of [--] me da vontade de ter mais $ZETA e $FICO"  
[X Link](https://x.com/o_macro_invest/status/2018441299800494236)  2026-02-02T21:48Z [---] followers, [---] engagements


"$SPGI $MCO $FICO are you all going insane"  
[X Link](https://x.com/o_macro_invest/status/2018710323625066680)  2026-02-03T15:37Z [---] followers, [---] engagements


"Ok so AI will kill every software company it seems and now every credit rating biss So tell me mr market how will AI get paid if not from these companies And tell me mr market and from who will they get their data to train such models $FICO $SPGI $MCO $EFX $NOW"  
[X Link](https://x.com/o_macro_invest/status/2018760592572416359)  2026-02-03T18:56Z [---] followers, [---] engagements


"Dev Kantesaria in shambles today $SPGI $MCO $FICO"  
[X Link](https://x.com/o_macro_invest/status/2018830694773080566)  2026-02-03T23:35Z [---] followers, [---] engagements


"Fora as de energia que no param de cair tbm Pessoal ta jogando dinheiro no ralo msm $CEG $VST $GEV $META $AMZN Ningum convence que IA no um ACELERADOR para elas Literalmente as empresas que mais se beneficiam de mltiplas formas Fora as que simplesmente a IA no tem como afetar $NFLX $SPOT $META $AMZN Ningum convence que IA no um ACELERADOR para elas Literalmente as empresas que mais se beneficiam de mltiplas formas Fora as que simplesmente a IA no tem como afetar $NFLX $SPOT"  
[X Link](https://x.com/o_macro_invest/status/2019434374769570067)  2026-02-05T15:34Z [---] followers, [---] engagements


"From the way I see it $GEV should be up a lot this week There is no way the US grid can handle all this data center capex This applies to nuclear stocks too but I think gev benefits early from the cash flows and contracted backlog"  
[X Link](https://x.com/o_macro_invest/status/2019562815867220218)  2026-02-06T00:04Z [---] followers, [--] engagements


"After $MSFT closed that gap everything now will make sense and in some weeks its a winner again Efficient market CHATGPT EXCEEDING 10% MONTHLY GROWTH - CNBC CHATGPT EXCEEDING 10% MONTHLY GROWTH - CNBC"  
[X Link](https://x.com/o_macro_invest/status/2020857795134869779)  2026-02-09T13:50Z [---] followers, [--] engagements


"@investingwithac @TheRonnieVShow I find it very funny that the retail community is very anxious for the results and mark is just doing puzzles here on X"  
[X Link](https://x.com/o_macro_invest/status/2020865845375717877)  2026-02-09T14:22Z [---] followers, [---] engagements


"Quanto tempo at o BNDEs dar uma bolada para a #RAIZ4 a juros baixos Um dos maiores empregadores do pas hein se rodar em ano eleitoral pssimo No podendo esquecer de #CSAN3 capitalizada com Esteves no board"  
[X Link](https://x.com/o_macro_invest/status/2020908217656639932)  2026-02-09T17:10Z [---] followers, [---] engagements


"Imo X should really pivot from trying to grab users/screen time from meta and go all out on YouTube Video format should be much more used here. YouTube basically plays a game of its own and I feel like X is the only platform that could prob compete there Much better ROI and use of your cloud capacity Start with a videos tab Again not short videos. YouTube style. @xai @nikitabier @elonmusk https://twitter.com/i/web/status/2020931005599678657 https://twitter.com/i/web/status/2020931005599678657"  
[X Link](https://x.com/o_macro_invest/status/2020931005599678657)  2026-02-09T18:41Z [---] followers, [--] engagements


"If $OSCR earnings go well tomorrow imma book a flight to Colombia and make the hike to ElDorado"  
[X Link](https://x.com/o_macro_invest/status/2020944032059490703)  2026-02-09T19:32Z [---] followers, [---] engagements


"$OSCR DROP THE EARNINGS MARK"  
[X Link](https://x.com/o_macro_invest/status/2021161845348794743)  2026-02-10T09:58Z [---] followers, [---] engagements


"$OSCR mark should do more puzzles $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG $OSCR (Oscar Health) #earnings are out: https://t.co/PlBnXAh0OG"  
[X Link](https://x.com/o_macro_invest/status/2021177740838281681)  2026-02-10T11:01Z [---] followers, [---] engagements


"$OSCR mark should really detail this guidance Rev guide for [----] was 122B reaffirmed on Q3 and miss was pretty big there Ngl getting some concerns here"  
[X Link](https://x.com/o_macro_invest/status/2021180640083714108)  2026-02-10T11:13Z [---] followers, [---] engagements


"$OSCR Guidance is very good However I do have some concerns if they can reach that [--] billion in rev and with no margin improv can really damage that balance sheet"  
[X Link](https://x.com/o_macro_invest/status/2021183017545338970)  2026-02-10T11:22Z [---] followers, [---] engagements


"If $OSCR misses this [----] guidance by like 15% its still a great buy I do prefer when guidance is lowballed and beats on earnings but I do see that on Oscars case it is especially hard to guide (maybe a bigger reason to sandbag tho) I still believe that ACA subsidies talk will regain traction on midterms https://twitter.com/i/web/status/2021195895962780153 https://twitter.com/i/web/status/2021195895962780153"  
[X Link](https://x.com/o_macro_invest/status/2021195895962780153)  2026-02-10T12:13Z [---] followers, [---] engagements


"@joecarlsonshow in shambles today $SPGI"  
[X Link](https://x.com/o_macro_invest/status/2021217991656907217)  2026-02-10T13:41Z [---] followers, [---] engagements


"Tem apenas algumas empresas no mundo que conseguem crescer sem empregar quase nada de capital $SPGI e $MCO esto nessa seleta lista Se esse movimento continuar vai ter gnt grande aumentando a posio"  
[X Link](https://x.com/o_macro_invest/status/2021244071453274235)  2026-02-10T15:25Z [---] followers, [--] engagements


"@investingwithac Lets see Companys value really is far out so I would expect bigger swings throughout the year If ACA subsidies talk heats back up before mid terms (as I believe they will) they should def not trade at [----] NTM rev Captain Jack sPuzzles shall keep his work $OSCR"  
[X Link](https://x.com/o_macro_invest/status/2021281647941816432)  2026-02-10T17:54Z [---] followers, [---] engagements


"$OSCR most of its value is very far out ok the future Long ah duration asset This is great if they can actually deliver their guidance throughout the year or if aca subs get extended But it is horrific if they dont especially if margins dont go up"  
[X Link](https://x.com/o_macro_invest/status/2021330483599028566)  2026-02-10T21:08Z [---] followers, [---] engagements


"$HOOD might even get cheap on this sell off Loving this earnings season many names that were uninvestable some months ago are starting to look great $HOOD $SPGI $MCO $SOFI Robinhood Q4 Results Total Revenues +27% Adj. EPS +22% Total Assets +68% Funded Customers +7% Average Revenue per User +16% Gold Subscribers +58% $HOOD: -6.7% AH https://t.co/eo1PjeHk67 Robinhood Q4 Results Total Revenues +27% Adj. EPS +22% Total Assets +68% Funded Customers +7% Average Revenue per User +16% Gold Subscribers +58% $HOOD: -6.7% AH https://t.co/eo1PjeHk67"  
[X Link](https://x.com/o_macro_invest/status/2021335987142656093)  2026-02-10T21:30Z [---] followers, [---] engagements


"@mkeiti Esse plano no precisa ser atingido nem de perto para a ao estar barata"  
[X Link](https://x.com/o_macro_invest/status/2021661838791029110)  2026-02-11T19:05Z [---] followers, [--] engagements


"$SUZ #SUZB3 Que pancada Coitado do gestor que tava sem commodities e precisa gerar alfa no ibov No t fcil"  
[X Link](https://x.com/o_macro_invest/status/2021694367275028573)  2026-02-11T21:14Z [---] followers, [---] engagements


"Vorcaro tinha que delatar Ia de ferrado no caso para uma lenda. Dedurar todo mundo Se fizerem algo contra ele j sabemos que so culpados msm Toffoli Guido Mantega etc tem que todos ser investigados no caso Master"  
[X Link](https://x.com/o_macro_invest/status/2021750347874598930)  2026-02-12T00:56Z [---] followers, [---] engagements


"Esse sistema do STF um caos O cara indica um ministro ele pego em investigao e possivelmente sofre impeachment Ai o Lula que indicou ele vai poder indicar OUTRO que fica no cargo at os [--] anos de idade Messias tem [--] anos ele ficaria [--] anos no cargo Lula j liberou Alcolumbre p pautar o impeachment de Toffoli em troca da nomeao de Messias. A vaga nova vai p Pacheco amigo do Davi e do Moraes que se salva e mantm a democracia de p. Que destino para o ex-amigo do amigo do pai do Marcelo. Lula j liberou Alcolumbre p pautar o impeachment de Toffoli em troca da nomeao de Messias. A vaga nova vai p"  
[X Link](https://x.com/o_macro_invest/status/2021771033573732774)  2026-02-12T02:19Z [---] followers, [--] engagements


"SpaceX muito uma empresa de defesa disfarada de tecnologia n Por isso o trump e o elon precisam ser amiguinhos BREAKING: The U.S. Government has purchased & secretly delivered [----] Starlink terminals into Iran. BREAKING: The U.S. Government has purchased & secretly delivered [----] Starlink terminals into Iran"  
[X Link](https://x.com/o_macro_invest/status/2022017603485798543)  2026-02-12T18:38Z [---] followers, [--] engagements


"#BRKM5 Braskem Esquisito essa histria de calote com negociao de controle rolando uma presso maior para a IG4 e Petrobras Empresa tinha caixa para pagamentos de curto prazo e tava pagando os cupons dos bonds Esqueceram de mandar a ted"  
[X Link](https://x.com/o_macro_invest/status/2022030357047259207)  2026-02-12T19:29Z [---] followers, [---] engagements


"Guido Mantega tinha sido indicado para o Conselho da Braskem n. No deu certo e foi pro Master Incrvel tudo que esse cara se envolveu deu problema"  
[X Link](https://x.com/o_macro_invest/status/2022034774655922634)  2026-02-12T19:47Z [---] followers, [--] engagements


"Ento BTG qual o plano com a #csan3 $CSAN Injeta uma grana do partnership na empresa tem um lockup longo e ai deixa a maior empresa do grupo pedir RJ #RAIZ4 qual o game aqui"  
[X Link](https://x.com/o_macro_invest/status/2022058250607501748)  2026-02-12T21:20Z [---] followers, [---] engagements


"$B mineradoras de ouro ainda esto de graa Mercado com muita oportunidade em muito lugar pqp Record shareholder returns and another record quarterly financial performance mark successful delivery of [----] operating plan. Barrick Q4 [----] Results 🔵 $1.43 net EPS 151% y/y 🔵 $3.08B attributable EBITDA 82% y/y 🔵 $2.73B operating cash flow 96% y/y 🔵 $0.42/share https://t.co/H6Cu3vwBwU Record shareholder returns and another record quarterly financial performance mark successful delivery of [----] operating plan. Barrick Q4 [----] Results 🔵 $1.43 net EPS 151% y/y 🔵 $3.08B attributable EBITDA 82% y/y"  
[X Link](https://x.com/o_macro_invest/status/2019402540690075812)  2026-02-05T13:27Z [---] followers, [---] engagements


"@jeremie0117 @calvinfroedge I strongly believe $PBR should buy $BAK would be great to society the banks and Petrobras. And possibly get some votes Take novonor out and cut all ties"  
[X Link](https://x.com/o_macro_invest/status/2019454705722597728)  2026-02-05T16:54Z [---] followers, [---] engagements


"$SPGI Guys Its a 1% miss on EPS This is one of the most monopolistic companies on earth and will keep spitting cash Always wanted to get some might get the chance now"  
[X Link](https://x.com/o_macro_invest/status/2021199845621694660)  2026-02-10T12:29Z [---] followers, [---] engagements


"Novamente $INTR #INBR32 caindo aps um resultado muito forte Vcs odeiam dinheiro"  
[X Link](https://x.com/o_macro_invest/status/2021576273592520763)  2026-02-11T13:25Z [---] followers, [---] engagements


"$INTR #INBR32 No vejo como o inter no vai manter um crescimento 30% nos prximos [--] anos pelo menos Consignado privado nesse ambiente de desemprego nas mnimas uma mquina de fazer dinheiro Home equity indo bem tbm Os Menin so foda"  
[X Link](https://x.com/o_macro_invest/status/2021591269802131495)  2026-02-11T14:24Z [---] followers, [---] engagements


"Okay so the general bought $META and $AMZN great sign These are clear winners and AI will make them grow above the market for years to come Dont really get the car retail buy bill does like some weird stuff $HTZ"  
[X Link](https://x.com/o_macro_invest/status/2021659471475540438)  2026-02-11T18:55Z [---] followers, [---] engagements


"@ALLKAResearch They did not pay a [--] billion reais debt with Banco do Brasil"  
[X Link](https://x.com/o_macro_invest/status/2022018015559397463)  2026-02-12T18:40Z [---] followers, [---] engagements


"@calvinfroedge Calvin I would haver never thought you would become a painpaler Gold nickels oil treasure chests and Painpal"  
[X Link](https://x.com/o_macro_invest/status/2022105512184361171)  2026-02-13T00:28Z [---] followers, [----] engagements


"@oraulsena WhatsApp web e o Spotify no pc so tenebrosos Trava buga precisa ficar fechando e abrindo"  
[X Link](https://x.com/o_macro_invest/status/2022578690723365331)  2026-02-14T07:48Z [---] followers, [--] engagements


"Saves us Sundar 1/ Just wrapped my Q4 + FY [--] earnings remarks. It was another strong quarter driven by our AI leadership and unique full stack approach. 1/ Just wrapped my Q4 + FY [--] earnings remarks. It was another strong quarter driven by our AI leadership and unique full stack approach"  
[X Link](https://x.com/Jao_RNunes/status/1886894938610393226)  2025-02-04T21:49Z [---] followers, [--] engagements


"Outra: ** Brazilian oil company Prio is in talks to buy the 60% stake owned by Norway's Equinor 📷EQNR in the Peregrino oil field PRIO3 Uma das coisas mais bizarras que vejo do lado tcnico do mercado a MM200 do semanal. Usualmente um indicador de que coisas relevantes vo acontecer. https://t.co/czS3kY7ufJ Uma das coisas mais bizarras que vejo do lado tcnico do mercado a MM200 do semanal. Usualmente um indicador de que coisas relevantes vo acontecer. https://t.co/czS3kY7ufJ"  
[X Link](https://x.com/Jao_RNunes/status/1887829895662665913)  2025-02-07T11:44Z [---] followers, [---] engagements


"$META META34 what is even going on at this point AUT ZUCK AUT NIHIL"  
[X Link](https://x.com/Jao_RNunes/status/1887920878094016571)  2025-02-07T17:46Z [---] followers, [--] engagements


"@mind1nvestor $BKNG seems to have too overall earnings should be great"  
[X Link](https://x.com/Jao_RNunes/status/1887949587962339352)  2025-02-07T19:40Z [---] followers, [---] engagements


"$MELI has prob one of the best management teams in the world. $NU too. I see many comparisons with $AMZN but MELI finance side is actually amazing adds a lot to the ecosystem. However I can see that in 3-5 years amzn will really try to grab some share in LATAM. Capex for meli will have to grow Great company and product however ur paying an enormous premium compared to most latam stocks"  
[X Link](https://x.com/Jao_RNunes/status/1888548457281212636)  2025-02-09T11:20Z [---] followers, [---] engagements


"Random call. I think Zuckerberg can totally be by far the richest person on earth Dude is only [--] years old. $META"  
[X Link](https://x.com/Jao_RNunes/status/1888722347970199668)  2025-02-09T22:51Z [---] followers, [--] engagements


"@BourbonCap Very nice buys imo"  
[X Link](https://x.com/Jao_RNunes/status/1888995719115358293)  2025-02-10T16:57Z [---] followers, [----] engagements


"@vonderleyen @ASMLcompany You need ASML to grow and succeed Probably the only upper hand europe still has on the US"  
[X Link](https://x.com/Jao_RNunes/status/1889116044184219873)  2025-02-11T00:55Z [---] followers, [---] engagements


"@StockMKTNewz Just mogged Pepsi $PEP"  
[X Link](https://x.com/Jao_RNunes/status/1889282389530067021)  2025-02-11T11:56Z [---] followers, [---] engagements


"$KO posted great earnings 🥤 Coca-Cola ($KO) Business Model: How It Prints Money Coca-Cola operates a capital-light high-margin model by focusing on brand ownership & syrup sales while outsourcing bottling. Heres how it makes money: ✅ Syrup & Concentrate Sales Sells proprietary formulas to independent bottlers (like Coca-Cola FEMSA) who handle production & distribution. High-margin ✅ Bottling Investments Owns stakes in some bottlers but refranchises operations to reduce costs & boost profitability. ✅ Global Brand Power Premium pricing loyal customers and economies of scale = strong cash flow."  
[X Link](https://x.com/Jao_RNunes/status/1889289147841392994)  2025-02-11T12:23Z [---] followers, [--] engagements


"Coca-Cola owns a diverse beverage portfolio across multiple categories: 🔴 Carbonated Soft Drinks Coke Diet Coke Coke Zero Sprite Fanta Fresca 💧 Water & Hydration Dasani Smartwater Vitaminwater Topo Chico ☕ Coffee & Tea Costa Coffee Gold Peak Honest Tea Fuze Tea ⚡ Energy Drinks Monster (stake) Powerade BodyArmor 🧃 Juices & Dairy Minute Maid Simply Fairlife Innocent"  
[X Link](https://x.com/Jao_RNunes/status/1889289224689475855)  2025-02-11T12:23Z [---] followers, [--] engagements


"S&P Global $SPGI reports GREAT earnings EPS: $3.77 v $3.47 exp ✅ Revenue: $3.59bn v $3.5bn exp ✅ I really want to grab some more shares. Amazing business model"  
[X Link](https://x.com/Jao_RNunes/status/1889289860675961253)  2025-02-11T12:26Z [---] followers, [--] engagements


"@FinanceLancelot"  
[X Link](https://x.com/Jao_RNunes/status/1889739700920799633)  2025-02-12T18:13Z [---] followers, [---] engagements


"@DividendDude_X Feel like rn their product line is just not as good as $KO. The frito lay portion will likely keep underperforming"  
[X Link](https://x.com/Jao_RNunes/status/1889769093651161257)  2025-02-12T20:10Z [---] followers, [---] engagements


"$GOOGL Gap closed FINALLY BRO WTF GREAT SETUP"  
[X Link](https://x.com/Jao_RNunes/status/1894476301001445661)  2025-02-25T19:55Z [---] followers, [----] engagements


"Grok is actually amazing https://x.com/i/grok/share/GEhBndw9eJNEsBoCi7W9qVamh https://x.com/i/grok/share/GEhBndw9eJNEsBoCi7W9qVamh"  
[X Link](https://x.com/Jao_RNunes/status/1896310968646545709)  2025-03-02T21:25Z [---] followers, [--] engagements


"What is the bear thesis on $PYPL Dont get the hate honestly"  
[X Link](https://x.com/Jao_RNunes/status/1897103424002646424)  2025-03-05T01:54Z [---] followers, [--] engagements


"Yall jinxed it #SPY #QQQ"  
[X Link](https://x.com/Jao_RNunes/status/1899515750462718302)  2025-03-11T17:40Z [---] followers, [--] engagements


"$NVO or $LLY"  
[X Link](https://x.com/Jao_RNunes/status/1924500212795511076)  2025-05-19T16:19Z [---] followers, [---] engagements


"Setor healthcare dando muita sopa"  
[X Link](https://x.com/Jao_RNunes/status/1937151492412072361)  2025-06-23T14:11Z [---] followers, [--] engagements


"@thexcapitalist Man why yall love $NU so much literally every single bank in brazil has a free digital account that offers the same value. Some are under [--] P/E"  
[X Link](https://x.com/Jao_RNunes/status/1888354455973990679)  2025-02-08T22:29Z [---] followers, [----] engagements


"#ETH looks like its about to go boom In not a cripto guy but this looks solid rn might get in for a swing soon maybe via $ETHU"  
[X Link](https://x.com/Jao_RNunes/status/1889845399260950704)  2025-02-13T01:13Z [---] followers, [--] engagements


"@wallstengine More fabs on the US bullish for $ASML"  
[X Link](https://x.com/Jao_RNunes/status/1890396633063408087)  2025-02-14T13:44Z [---] followers, [---] engagements


"$ASML I actually feel like the last earnings report was unapreciated One of the best quarters in the history of the company over [--] billion in FCF bookings were wayy ahead of expectations and with every machine employed their earnigns gets less and less cyclical as the maintainance/services rev grows I believe the company can beat the consensus earnings this year as both the US and Europe push for chip independence especially on the more advanced models. End of the Russia-Ucraine conflict can also help with multiple expansion"  
[X Link](https://x.com/Jao_RNunes/status/1890444154292900003)  2025-02-14T16:53Z [---] followers, [---] engagements


"$META says fuck your bollinger bands"  
[X Link](https://x.com/Jao_RNunes/status/1890445292220174470)  2025-02-14T16:57Z [---] followers, [--] engagements


"@Mr_Derivatives $META just rocketing out of bollinger bands"  
[X Link](https://x.com/Jao_RNunes/status/1890447058617708624)  2025-02-14T17:04Z [---] followers, [---] engagements


"@burrytracker It is always scary when I just cant understand what buffet/brk team is doing why $SIRI why so sirius"  
[X Link](https://x.com/Jao_RNunes/status/1890531311896453154)  2025-02-14T22:39Z [---] followers, [----] engagements


"$BAK Im looking at something like this for the price action if it can keep with the comeback Braskem has busted the past [--] earnings horrific performance. but its the beauty of cyclicals and EM"  
[X Link](https://x.com/Jao_RNunes/status/1891138947880751198)  2025-02-16T14:53Z [---] followers, [---] engagements


"@BourbonCap 176x FWD earnings and better earnings CAGR than aaple and meta"  
[X Link](https://x.com/Jao_RNunes/status/1891512822338584750)  2025-02-17T15:39Z [---] followers, [----] engagements


"$GOOGL just close the gap and end my pain"  
[X Link](https://x.com/Jao_RNunes/status/1892654303539569079)  2025-02-20T19:15Z [---] followers, [---] engagements


"They would loose a lot of customers if they charged per savings account and transactions 3$ is quite a lot for their customer base too every single bank has a free account option and free transactions (much like wires) $NU is 100% a credit risk play on the most credit sensitive population in Brazil Competition is fierce do not think they are the only ones doing what they do"  
[X Link](https://x.com/Jao_RNunes/status/1892984269309649379)  2025-02-21T17:06Z [---] followers, [---] engagements


"$BAK Taking so long to post earnings 200% probability of being absolutely disgusting"  
[X Link](https://x.com/Jao_RNunes/status/1894909541399027926)  2025-02-27T00:36Z [---] followers, [---] engagements


"@vitormoliv Vou tentar tbm Ibov: 190k S&P: [----] Ipca: [---] Pib: 1% Cambio: [---] Selic: 13% Deficit: 100bi"  
[X Link](https://x.com/Jao_RNunes/status/2006465055576174798)  2025-12-31T20:38Z [---] followers, [---] engagements


"Trade da latinha de alumnio fdc Save your coca zeros"  
[X Link](https://x.com/o_macro_invest/status/2007050383169053069)  2026-01-02T11:24Z [---] followers, [--] engagements


"@QualityInvest5 Imo Short term bullish $SNAP Long term bullish for $META "  
[X Link](https://x.com/o_macro_invest/status/2009893879122719057)  2026-01-10T07:43Z [---] followers, [---] engagements


"@QualityInvest5 Yeah I get it Quite amazing how snap is at 14B mkt cap So many triggers they could pull off Buuut Whenever I stop to think about it $PINS is kinda of a better deep value play with similar lower risk triggers"  
[X Link](https://x.com/o_macro_invest/status/2009896014660968844)  2026-01-10T07:52Z [---] followers, [---] engagements


"Please Let me buy $MA and $V at a good price I will never sell them"  
[X Link](https://x.com/o_macro_invest/status/2011104679598665837)  2026-01-13T15:54Z [---] followers, [---] engagements


"1 ano com a coruja @DuolingoBrasil Never bet against the owl (always do)"  
[X Link](https://x.com/o_macro_invest/status/2012871784672923766)  2026-01-18T12:56Z [---] followers, [--] engagements


"$ILF $EWZ $EEM Latam is so back"  
[X Link](https://x.com/o_macro_invest/status/2014063947834397110)  2026-01-21T19:53Z [---] followers, [---] engagements


"@renetous Cbav3 Unip6 Dexp3 Recv3 Lpsb3"  
[X Link](https://x.com/o_macro_invest/status/2006467637400973501)  2025-12-31T20:48Z [---] followers, [----] engagements


"@renetous Fdc joga a brkm5 ai tbm bak the destroyer"  
[X Link](https://x.com/o_macro_invest/status/2006467927198020035)  2025-12-31T20:50Z [---] followers, [---] engagements


"Well fuck healthcare apparently $UNH Go all in on emerging markets shitcos $EEM and shiny rocks"  
[X Link](https://x.com/o_macro_invest/status/2016159165870166308)  2026-01-27T14:39Z [---] followers, [---] engagements


"#CSAN3 $CSAN hm interessante"  
[X Link](https://x.com/o_macro_invest/status/2016498429715714123)  2026-01-28T13:07Z [---] followers, [---] engagements


"Brazilian monetary committee just announced they are cutting rates at the next meeting $EWZ $EEM $ILF Latam Redemption szn just getting started"  
[X Link](https://x.com/o_macro_invest/status/2016651336452800604)  2026-01-28T23:15Z [---] followers, [---] engagements


"$GOOGL $GOOG is now worth like a trillion dollars more than $MSFT Sheesh man"  
[X Link](https://x.com/o_macro_invest/status/2016960128524709901)  2026-01-29T19:42Z [---] followers, [---] engagements


"@cckeleti Votoras sendo votoras Ipo a [----] Vende [--] anos dpois a 1050"  
[X Link](https://x.com/o_macro_invest/status/2017025564314353998)  2026-01-30T00:02Z [---] followers, [---] engagements


"@jimcramer My god the reverse cramer ETF might actually post some losses this year"  
[X Link](https://x.com/o_macro_invest/status/2017322028924039510)  2026-01-30T19:40Z [---] followers, [---] engagements


"Isso no tipo muito bullish pra $ORCL e $MSFT Tipo tira um risco significativo do backlog deles n Nvidia $NVDA CEO Jensen Huang just told reporters: - We are going to make HUGE investments into OpenAI the investment into OpenAI will likely be Nvidia's largest investment ever https://t.co/UEEvYhc9UL Nvidia $NVDA CEO Jensen Huang just told reporters: - We are going to make HUGE investments into OpenAI the investment into OpenAI will likely be Nvidia's largest investment ever https://t.co/UEEvYhc9UL"  
[X Link](https://x.com/o_macro_invest/status/2017599687784632321)  2026-01-31T14:03Z [---] followers, [---] engagements


"Interesting how chems traded today $LYB $DOW"  
[X Link](https://x.com/o_macro_invest/status/2017353363541672292)  2026-01-30T21:44Z [---] followers, [--] engagements


"@StockMKTNewz Isnt this giga bullish for $ORCL and $MSFT Backlog might actually be payable"  
[X Link](https://x.com/o_macro_invest/status/2017608234777862634)  2026-01-31T14:37Z [---] followers, [----] engagements


"Okay so $AAPL release showed a significant uptick in revenue from china/asia. Tim Cook scooped some $NKE shares he has been on its board for ages. I guess no one is pricing in that China alone can bring nikes numbers up- but timmy knows"  
[X Link](https://x.com/o_macro_invest/status/2017699873252937922)  2026-01-31T20:41Z [---] followers, [--] engagements


"Acredito que prximo setor a recuperar forte e talvez entrar em um ciclo muito positivo o setor qumico Ningum ta posicionado ningum fala sobre (fintweet brasil zero) e est tudo a preo de mercado industrial implodindo #UNIP6 #DEXP3 $DOW $BAK $LYB"  
[X Link](https://x.com/o_macro_invest/status/2017750244386091235)  2026-02-01T00:02Z [---] followers, [---] engagements


"Feel like $ITUB and $BDORY are very fine not sure what u mean by scaring to death Sure it is an amazing company that has basically proved its business model works Agree PE is misleading. However how do you ponder the fact that its huge consumer base is EXTREMELY sensitive to the economy Growth is conditioned to a very low unemployment rate and loose fiscal spending as we are now. first thing not getting payed in a crisis is the credit card Again great company and tech but of all LATAM companies is it really on the top [--] list https://twitter.com/i/web/status/1888585615672815695"  
[X Link](https://x.com/o_macro_invest/status/1888585615672815695)  2025-02-09T13:47Z [---] followers, [---] engagements


"@TheLongInvest Nice that David mentioned TKO Group likes the product Remembering that Dana White is on Metas board Sooo just seems like a nice client to be happy"  
[X Link](https://x.com/o_macro_invest/status/2008287682590380484)  2026-01-05T21:21Z [---] followers, [---] engagements


"@perinplobato @AlmostMongolian $LGO interessante Vou ter que pesquisar +"  
[X Link](https://x.com/o_macro_invest/status/2015875439365955847)  2026-01-26T19:52Z [---] followers, [---] engagements

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