
Elite Pro en @eToro 🇪🇸 Analizo empresas y opino sobre ellas. Comparto mi cartera en abierto. ✍️ Substack: https://xitter.gq/t.co/EysU50qbwV
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Joined November 2014
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Iván retweeted
$NAUT Roth Capital ha elevado su objetivo de precio de 3,50 a 4,00 dólares y mantiene su recomendación de compra, tras los resultados del Q3.
Iván retweeted
HHS just took a step toward the exact future that we’ve built for – bringing peptides out of the gray market, with clinician oversight and quality starting at the source. We’ve taken it one step further by building a US-based supply chain and infrastructure that our customers can trust.
This is encouraging progress. More to come.
At Hims & Hers, we’re encouraged to see the administration make meaningful progress towards expanding access to peptide therapies through this draft interim policy. As more and more Americans seek these treatments, it is critical to have regulated channels, clinician oversight, quality standards, and transparency - none of which exist in the current gray market.
Our goal has always been to define what responsible access to care looks like. We have spent years building the infrastructure we need in our very own US-based peptide manufacturing facility, developing dosing protocols with clinical experts, and setting up frameworks to better understand these emerging treatments.
We'll keep working to bring these treatments within reach of those who need them, with more news to come soon.
Iván retweeted
En España tenemos un problema de incentivos.
Si robar, corromperse o gestionar mal sale gratis, ¿qué incentivo hay para hacerlo bien?
Si Óscar Puente se jugara su vida porque un accidente con muertos por falta de mantenimiento significa que te cuelgan boca abajo en la Puerta del Sol, el siguiente ministro se tomaría muy en serio el mantenimiento de infraestructuras.
Sin consecuencias, nada cambia.
Iván retweeted
☝️Vosotros sois muy jóvenes pero el 24 de junio del 2016 hubo una cosa que se llamó Brexit. 🇬🇧
🇪🇸🇮🇹 Ese día cayó el Ibex y el FTSE italiano más del 12% y el Euro Stoxx 50 más de un 8%
Me hinché a comprar muy duro.
Mas o menos como ayer en Brasil🇧🇷
Iván retweeted
Quizás, y solo quizás, $META tenga que empezar a levantar el pie del gasto y recoger lo sembrado.
Si puede... que está por ver
Iván retweeted
🚨 $UBER $TSLA
Insisto que Tesla no necesita ir a todos los puntos donde opera UBER para joderle... solo con desplegarse en las ciudades más rentables le hará daño.
Ahora acaba de multiplicar por 10 la superficie de cobertura de sus robotaxis en Houston. De unas 25 a 254 millas cuadradas.
Obviamente cada viaje que consiga Tesla es un viaje por el que Uber no cobra comisión. Y está empezando como quien dice....
Mi tesis sigue en marcha. Pero no me hagan caso.
Iván retweeted
Esto lo propuse para que lo implementaran hace literal 5 o 6 días. Ya está en uso.
Well done! @CelsmarAI
Iván retweeted
$IREN Cuánto mas se separe la linea azul de la naranja... siempre es bien, y si acelera y empieza a ser exponencial, mejor.
Iván retweeted
$UNH Wayne DeVeydt / Chief Financial Officer
Q2- 2026: "expect to complete total share repurchases of at least $5 billion in 2026 compared"
Completed 🟢
Iván retweeted
🚨 $META Otra mas...
Va a ser una tras otra... 25B menos, como ya genera cash flow de sobra...
Y todavía falta por saber cuánto le casca la unión europea. Que aquí somos magos de las multas.
Iván retweeted
Replying to @ivanectus
The cash coverage is worth adding: through September, UNH generated $25.1B of operating cash versus $5.0B of buybacks and $6.2B of dividends. Net debt repayments were $3.1B too. That puts the repurchases in a broader capital-allocation context.
Iván retweeted
Men are talking more openly about testosterone, but only 45% are familiar with specific low T treatments.
Today, Hims launched its largest testosterone expansion to date to help close that gap. Read more from Pete Stahl, MD & SVP of Men’s Health: news.hims.com/newsroom/a-new…
Iván retweeted
Our testosterone offering now includes both injectable and oral TRT options, expanding the tools men have to address a condition that is misunderstood at best, and ignored at worst.
Getting proactive about complex health challenges should be simple.
Our platform is built for exactly that: At-home blood collection. Longitudinal tracking. Provider-guided treatment that adapts over time. Expanded treatment options that reflect the best the industry has to offer.
Today is about @wearehims testosterone customers, but it’s also about what’s possible when you have a care team alongside you for your entire health journey.
news.hims.com/newsroom/a-new…















