Big Game
Análisis de bolsa en español. Rigor primero, humor después, opinión siempre.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 88 | Founded | a year ago | Last Issue | 10 days ago |
| Active | Language |  Spanish | |||
Read this Newsletter
biggamecyap.substack.comLatest Issues
BESI $BESI : Pegando la IA, literalmente. · CYAP #50
La ficha
-
Ticker:
$BESI(Euronext Ámsterdam) /$BESIY(OTC en EE. UU.) -
Bolsa: Euronext Ámsterdam
-
Sector: Semiconductores / Maquinaria de empaquetado avanzado
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País: Países Bajos (otros holandeses dominando el silicio j...
REANÁLISIS BG: SPACEX
Por si no te acuerdas
En junio, con la salida a bolsa a $135, le puse un 3,3 y un “¡NI TOCAR!”.
Tres razones:
-
Una valoración de locos (94 veces las ventas de 2025),
-
Una xAI que llamé la hipoteca por quemar miles de millones,...
CREDO $CRDO : Los tendones de la IA · CYAP #49
La ficha
-
Ticker:
$CRDO -
Bolsa: NASDAQ
-
Sector: Semiconductores / Conectividad de alta velocidad para centros de datos de IA
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País: EE. UU. (San José, California)
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Fundada: 2008
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CEO: Bill Brennan
-
Precio de re...
APPLIED OPTOELECTRONICS $AAOI : los láseres de la IA, pagados con fe · CYAP #48
La ficha
-
Ticker:
$AAOI -
Bolsa: NASDAQ
-
Sector: Semiconductores / Componentes ópticos y fotónica / Redes de cable (CATV)
-
País: EE. UU. (Sugar Land, Texas)
- Aurilla nacer en Sugar Land, en verdad.
-
Fundada: 1997...
NVIDIA $NVDA : La empresa más importante del mundo moderno · CYAP #47
La ficha
-
Ticker:
$NVDA -
Bolsa: NASDAQ
-
Sector: Semiconductores / Infraestructura de cómputo para IA
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País: EE. UU.
-
Fundada: 1993
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CEO: Jensen Huang (el de la chaqueta de cuero que no duerme)
-
Precio de refere...
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Análisis de bolsa en español. Rigor primero, humor después, opinión siempre.
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