Big Game
Análisis de bolsa en español. Rigor primero, humor después, opinión siempre.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | a year ago | Last Issue | 4 days ago |
| Active | Language |  Spanish | |||
Read this Newsletter
biggamecyap.substack.comLatest Issues
NVIDIA $NVDA : La empresa más importante del mundo moderno · CYAP #47
La ficha
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Ticker:
$NVDA -
Bolsa: NASDAQ
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Sector: Semiconductores / Infraestructura de cómputo para IA
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País: EE. UU.
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Fundada: 1993
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CEO: Jensen Huang (el de la chaqueta de cuero que no duerme)
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Precio de refere...
Cartera BG · Septiembre 2026
Primer parte mensual de la cartera.
Sin euros ni número de acciones, que mi bolsillo es mío y para ver 4 cochinos euros nos lo podemos ahorrar: todo en porcentajes.
El mes: +7,46% para la cesta actual. El S&P 500, un -0,18% en las mismas...
CYAP #46 - PALANTIR ($PLTR): Probablemente la mejor empresa que he analizado.
La ficha
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Ticker: $PLTR
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Bolsa: NYSE
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Sector: Software de Infraestructura / Big Data / IA
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País: EE. UU.
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Fundada: 2003
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CEO: Alex Karp
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Precio de referencia: ~$187.00 (a día de escribir este análisis)
*...
CYAP #45 - CADENCE ($CDNS): Otro “Inevitable” de los chips.
¿Qué hace está empresa?
Cadence hace el software con el que se diseñan y prueban los microchips: sin su programa no se puede fabricar un procesador moderno, ya sea móvil, ordenador, Tablet o nevera con IA. Cobran una suscripción oblig...
CYAP #44 - HIMS ($HIMS): Viagra, alopecia, Ozempic, IA.
La ficha
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Ticker: $HIMS
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Bolsa: NYSE
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Sector: Health Tech / Telemedicina
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País: EE. UU.
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Fundada: 2017
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CEO: Andrew Dudum
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Negocio: Telemedicina + suscripción + venta de tratamientos
Para que no te l...
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Análisis de bolsa en español. Rigor primero, humor después, opinión siempre.
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