Terminal Values

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Terminal Values

Terminal Values

@terminalvalue

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

Oh Canada 가입일 Ocak 2026
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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.
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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! 🥂
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@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
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@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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@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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@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?
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@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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@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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@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 🤝
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Aman@amanobviously·
Canada’s national pastime is checking real estate listings you can’t afford 🇨🇦🏠😀
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@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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