Terminal Values

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Terminal Values

Terminal Values

@terminalvalue

$2 billion+ in closed deals. Valuations & what’s not priced in.

Oh Canada शामिल हुए Ocak 2026
54 फ़ॉलोइंग169 फ़ॉलोवर्स
Moose
Moose@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
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Moose
Moose@Brownmoose·
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.
Moose tweet media
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Dan Wilder | Stock Trader 📈
@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.
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Dan Wilder | Stock Trader 📈
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! 🥂
Dan Wilder | Stock Trader 📈 tweet media
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Terminal Values
Terminal Values@terminalvalue·
@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
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Joey Politano 🏳️‍🌈
Joey Politano 🏳️‍🌈@JosephPolitano·
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
Joey Politano 🏳️‍🌈 tweet media
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Terminal Values
Terminal Values@terminalvalue·
@themarketear The real question: is this the first crack in AI demand, or just the first crowded trade finally getting a little less forgiving?
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The Market Ear
The Market Ear@themarketear·
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…
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Middle Class Money
Middle Class Money@MidlClassMoney·
@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
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Middle Class Money
Middle Class Money@MidlClassMoney·
My last two weeks. I’m not monetized, but would this qualify for a payout? This has been an absolute grind.
Middle Class Money tweet media
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Terminal Values
Terminal Values@terminalvalue·
@zerohedge Energy shocks always find the fiscal channel eventually. Markets just like pretending borrowing and input costs are separate problems… until they aren’t
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Terminal Values
Terminal Values@terminalvalue·
@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
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unusual_whales
unusual_whales@unusual_whales·
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
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Terminal Values
Terminal Values@terminalvalue·
@TwoMindMoney SpaceX IPO is going to be such a clean & real hype test. Undisclosed use of proceeds: spacex to start accumulating Tesla stock
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TwoMindMoney
TwoMindMoney@TwoMindMoney·
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?
TwoMindMoney tweet media
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Terminal Values
Terminal Values@terminalvalue·
@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
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unusual_whales
unusual_whales@unusual_whales·
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.
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Terminal Values
Terminal Values@terminalvalue·
@RoaringHammy Not weird at all. Just be honest with yourself as to why you’re checking it 😜
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Roaring Hammy 🏇🌹
Roaring Hammy 🏇🌹@RoaringHammy·
Am i weird? I check my stock portfolio multiple times a day 🤣🤣
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YodaStocks
YodaStocks@YodaStockInvest·
STOP LOOKING AT YOUR PORTFOLIO 5 TIMES A DAY
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Terminal Values
Terminal Values@terminalvalue·
@InvestJourneyX Honest screenshots are more useful than victory laps. Logging red days just add reps to the never ending ledger 💪
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Investor's Journey
Investor's Journey@InvestJourneyX·
Not the fun screenshot, but it is the honest one. -0.83%. Good night legends 🤝
Investor's Journey tweet media
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Aman
Aman@amanobviously·
@terminalvalue lol and you are a realtor?
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Aman
Aman@amanobviously·
Canada’s national pastime is checking real estate listings you can’t afford 🇨🇦🏠😀
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Terminal Values
Terminal Values@terminalvalue·
@IndexAndForget Underrated position sizing rule. If a position disturbs your peace, the issue is usually size, thesis quality, Karen-like emotions, or all the above
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Index & Forget
Index & Forget@IndexAndForget·
Don't invest in stocks that disturb your emotions and peace
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Terminal Values
Terminal Values@terminalvalue·
@KobeissiLetter The key question is whether this is China/HK-specific de-risking or just capital rotating toward the strongest current narrative.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Chinese investors are dumping Hong Kong stocks at a record pace: Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record. This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks. By comparison, Hong Kong stock ETFs saw 11 weekly outflows during the entire 2025. Capital is rotating into China-listed semiconductor and AI-linked stocks, which investors view as more direct beneficiaries of the AI boom. Even a +10% surge in Tencent on Tuesday failed to stop the outflows, with mainland Chinese investors using the rally as an opportunity to exit ~$268 million worth of its shares during the same day. Chinese investors are turning away from Hong Kong.
The Kobeissi Letter tweet media
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