Ham

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Ham

@SabaiHam

Time is relative.

Halcyon Haven Katılım Temmuz 2025
92 Takip Edilen162 Takipçiler
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Ham
Ham@SabaiHam·
Beaten down stock pick of the year is $QDEL It's rare to find cluster buys by CEO, CFO, and Directors. But for them do it multiple times within ~ 3 months is wild. *Note - These aren't massive wealthly elite whale purchases of $500k+ , this is a regular exec team saying "The market has dropped our stock price way to far and it's easy profit buying with our own money" Use your LLM's and it will say it's a beaten down stock and stay away or wait for a "further drop". This isn't a quick get rich pop 20% stock. This is a buy and hold as the company executes their turn around plan.
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Ham
Ham@SabaiHam·
@fiscal_ai Bitcoin dumped. Crypto bros not spendin
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Fiscal.ai
Fiscal.ai@fiscal_ai·
What happened to luxury stocks? Current Drawdowns: EssilorLuxottica: -39% Hermès: -41% Ferrari: -43% LVMH: -49% $RACE $RMS $MC $EL
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Ham
Ham@SabaiHam·
@VGDeepDive Are these valuations as of today? Do you model our forecasts 3/6/12 months out? Would be neat to see
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Venture Global Deep Dive
Thanks to everyone who provided feedback and upgrades to lngresearch.com . Here are the latest valuations given the current LNG futures curve. Disagree? Make your own assumptions in the model on the site. $VG $LNG $GLNG $NEXT
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Ham
Ham@SabaiHam·
Banning prediction markets is just plain stupid. Maybe just make the max wager per wallet like $100k or something? Seems fair. @Kalshi @Polymarket
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Ham
Ham@SabaiHam·
@jackprandelli If US sends grounds troops in I fear Iran will unleash a fury of destruction on surrounding energy infrastructure.
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Jack Prandelli
Jack Prandelli@jackprandelli·
Every single major oil and gas node in the Gulf has already been hit .... and markets are still pretending a ceasefire fixes it overnight. Look at what's already been destroyed 👇 🔴 Kharg Island US struck Iran's main oil export hub. Israeli strike hit South Pars gas field. 🔴 Ras Laffan World's largest LNG export plant damaged. Qatar's energy crown jewel. 🔴 Ras Tanura Saudi Arabia's largest refinery shut after drone strikes. 🔴 Samref refinery Drone hit the Red Sea refinery too. 🔴 Ruwais UAE's largest oil refinery and gas fields targeted. 🔴 Fujairah port Major oil trading hub repeatedly attacked, multiple halts. 🔴 Iraq Closing oil fields. Saudi Arabia, Kuwait and UAE have all reduced output. 📌 Every major export node in the Gulf has been hit Markets are pricing a ceasefire. This map shows you what the ceasefire actually needs to fix Image Source: Bloomberg Subscribe to my newsletter for daily energy & geopolitics breakdowns, link in my bio
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Luc
Luc@investingluc·
Notice how all of the "groundbreaking" headlines are forgotten in two weeks. Supreme Court decision on tariffs. Jerome Powell's potential indictment. Citrini ai doom article. Always feels massive in the moment, like “this changes everything”. Life will never be the same!! But the news drops. Gets some clicks for a couple days/weeks. Disappears. Then onto the next "big news"... Few examples rn that seem like "this changes everything", but will pass soon: - iran/usa war - hormuz - calls for $150 oil - jerome powell out - saas is dead narrative - stablecoin bear case / genius act Relax it'll pass...always does. Then back to the show. Manage risk when attention/uncertainty are peaking, find good assets with good stories, and scale in slowly as the environment improves.
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Ham
Ham@SabaiHam·
@ReeceCards Whether the Iran War ends tomorrow or in a few weeks. Regardless of who "wins"... Global LNG disruption is real and nobody knows for certain the year over year affects. Continued train progress and construction at NEXT mean more than anything by my standards though.
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Reece Horton
Reece Horton@ReeceCards·
@SabaiHam well i still believe it will pullback but ill quietly build my shares. and add weekly
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Ham
Ham@SabaiHam·
$NEXT +3% Low AH Vol but I don't see a magical peace deal happening.
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Ham@SabaiHam·
$NEXT AH increase makes sense. First insider purchase for $500k+ since December. Her role? In her capacity as a director, she is actively involved in the company's governance and oversight by serving on three specific board committees: - The Audit Committee - The Construction and Operations Committee - The Finance Committee Remember, insiders typically try to pick a floor on the stock. Are they right 100% of the time? Absolutely not. But I do trust they have critical information about the organization that public does not, yes. Train progress, partnerships? I have a feeling securing LNG for the next 3-5 years will be critical for many countries.
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Ham@SabaiHam·
@ReeceCards Sounds like a good short opportunity for you then?
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Reece Horton
Reece Horton@ReeceCards·
@SabaiHam Keeps getting rejected at 7.40 and then dropping to 7.11 it can't sustain this for a year
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Ham
Ham@SabaiHam·
Market moving Truth Social post incoming 15 min after market close 🤣
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Ham
Ham@SabaiHam·
Wells Ups Cheniere $LNG to $335. $NEXT rising.
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Ham
Ham@SabaiHam·
The disconnect between US media and Iranian media is wild.
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Luc
Luc@investingluc·
@Zeustrades SO this is why my flights always get delayed! Kidding i love this shit
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Zeus Trades⚡
Zeus Trades⚡@Zeustrades·
I traded for 3 years while working for Delta Nobody at my job knew I was building my way out Here's the exact system I used to trade without staring at charts all day 🧵
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Ham
Ham@SabaiHam·
I'm a forever bull, but something just feels off. So these are the headlines and the market is booming? BREAKING: Iran has rejected US ceasefire talks and says US talks are “illogical.” BREAKING: Iran has "tightened control" over the Strait of Hormuz and is now demanding detailed crew, cargo, and voyage information from ships seeking safe passage Per @KobeissiLetter
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Ham
Ham@SabaiHam·
@Stocktwits Down 5% to up 1 % to basically flat. This is not wild. Blocking you sir StockTits
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Stocktwits
Stocktwits@Stocktwits·
$GME Earnings 🟢 EPS: $0.49 vs $0.37 est 🔴 Rev: $1.10B vs $1.47B est Wild AH moves 👀
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