Terminal Values

@TomWinnke @unusual_whales Fair point

@terminalvalue @unusual_whales China to musk Tesla is ban from China

SpaceX is reportedly blocking investors from China and Hong Kong in its IPO, per Bloomberg.

@CNBC “physical AI” is a hell of a rebrand. Same car company with Optimus as larger TAM and suddenly a completely different multiple conversation 💥

JPMorgan removes sell rating on Tesla after years, says it's at the 'forefront of physical AI' cnbc.com/2026/06/05/jpm…

@notanotherquant For me this was perfect. But some definitely prefer shorter posts given attention span / fight for attention. Finding the balance is indeed an art 😅

@terminalvalue Thank you! I wanted to edit it more like the GDP post the other day but kept this longer version. I am always debating how to present this type of data release.

Canada just printed +88K jobs in May. Economists expected 10,000 but the headline needs context. The unemployment rate fell to 6.6% from 6.9% while participation held steady, so the improvement came from hiring rather than people dropping out of the labour force. Employment had fallen 112,000 in the first four months of 2026. May was the first significant gain since November. This release gave back most of what the year had taken. The composition is where it gets interesting: - Full-time work surged 154,000, nearly reversing the full-time losses from January through April. - Part-time fell 66,000. - Private sector did the real work at +56,000. Public sector added 20,000. Self employed was flat. Now let's look at wages. Average hourly wages for permanent employees grew 3.2% YoY. The prior month was 4.8%. The tariff effects are visible if you look deeper. The direct hit is in manufacturing, still down 44,000 since the tariffs landed in early 2025 even after a +15,000 bounce in May. StatCan links the weakness to tariff driven uncertainty. Steel, aluminum and autos are the main targets. Wholesale and retail trade is the second round story. It lost 35,000 jobs in May and has been trending lower since October. Those consumer facing sectors are absorbing the demand hit as the tariffs work through to prices. Next Wednesday is the Bank of Canada's rate decision. This is the last major data release before it. The mix of strong headline jobs and softening wages gives the Bank of Canada room to either cut or hold next week. How’s the job market feeling in your area right now?

@MidlClassMoney Agreed. The volatility will be 💣

Am I the only one feeling like this impending $SPCX IPO nightmare will spook the market enough to cause a big drop? The valuation is insane no matter how you put it.

@YodaStockInvest Junkies unite 🤣

All the addicts are showing themselves in broad daylight🤣 I open my brokerage account only a few times a week😮 Its just a distraction unless you want to make moves! Once a day is more than enough for long-term investors, unless it's earnings season.

@Brownmoose 😂👌

@terminalvalue incredible to see lol its like you can throw a dart to pick one and still make the same % as the other one

SaaS Sector has no personality when you compare the most popular name around. They all share the same Marker maker Algorithm, nothing is taken in consideration like P/E or business size or anything Look $NOW chart and $ADBE chart its literally a copy paste.

@WilderStocks Yeah need to hit up bigger accounts. Appreciate it ! 🚀

@terminalvalue I think replying to big accounts helps the most. Having the same group of people you interact with each day helps, we tend to then see each others stuff all the time.

About a month into posting on X and the stats are more than I would have imagined. Culminated with almost 130,000 impressions just today alone. It has been it very fun. Anyway celebrating my 1st Million Impressions. Thanks for all of the interactions and follows. Cheers! 🥂

@JosephPolitano That’s a huge swing. Feels like the kind of thing that won’t show up cleanly in the headline but people definitely feel it

Federal government employment is down 333k since the start of 2025 amidst DOGE cuts—that's more than 11% of the Federal workforce The large drop last October was caused by many workers who had been on deferred resignation becoming officially unemployed

@themarketear The real question: is this the first crack in AI demand, or just the first crowded trade finally getting a little less forgiving?

The first crack? KOSPI just got slammed, SK Hynix is down nearly 10%, and one of the market's most crowded trades is facing its biggest test in months. zerohedge.com/the-market-ear…

@MidlClassMoney Yeah for sure. Some great folks on here. Others just want clout

@terminalvalue Without a doubt… I try to make my replies somewhat meaningful, as opposed to just spamming or using AI I suppose that makes it feel more difficult

My last two weeks. I’m not monetized, but would this qualify for a payout? This has been an absolute grind.

@zerohedge Energy shocks always find the fiscal channel eventually. Markets just like pretending borrowing and input costs are separate problems… until they aren’t

Britain's Borrowing Outlook Darkens As Energy Shock Deepens zerohedge.com/political/brit…

@unusual_whales Every AI pause conversation has two layers: what’s genuinely unsafe, and who benefits if the current leaders get time to freeze the board

BREAKING: Anthropic has urged for a global pause in AI development as artificial-intelligence models are nearing capability to improve without human intervention, per WSJ

@TwoMindMoney SpaceX IPO is going to be such a clean & real hype test. Undisclosed use of proceeds: spacex to start accumulating Tesla stock

Happy Friday! Looks like the pullback in tech is continuing. Part of me is wondering how many people are pulling profits and are gonna rotate that money into SpaceX. Hope you all have a great day! Also happy X payday. Do you think y’all get paid today?

@unusual_whales Now volatility stops being a headline and starts hitting real psychological behaviour. Risk tolerance usually gets repriced fast when retirement balances take a hit

Retirement balances fell in the first quarter of 2026 amid severe market volatility sparked by the Iran war, according to a new report by Fidelity.

@RoaringHammy Not weird at all. Just be honest with yourself as to why you’re checking it 😜

Am i weird? I check my stock portfolio multiple times a day 🤣🤣