Henry Moller

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Henry Moller

Henry Moller

@hccmoller

Artist manager. Investor. Sometimes write. Hoping to help stop the world imploding via infrastructure. Somehow Stripe & others.

Earth Katılım Haziran 2014
1.1K Takip Edilen1.2K Takipçiler
Serenity
Serenity@aleabitoreddit·
If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, but lost majority of it's 70%+ gains, Draganfly dropped way more) And there's very unrealistic expectations from looking at $SNDK supercycles that everything can go up 100% a month. The main catalyst I've identified around that sector was the Venezuela invasion's usage of hidden drone + edge defense contracts/subcontractors. And I expected there to be follow-up funding into the sector. However, I mentioned I de-risked around the Greenland deal (majority of defense contractors crashed) but kept smaller concentration in stuff like $AVAV. SCAR program loss to others like $AVAV was even a bigger surprise and I lost even more. Unfortunately, the War in Iran focused around larger defense contractors like L3 Harris, $NOC and private companies like Anduril, and some energy directed suppliers like $LASR. So there weren't many tailwind recoveries for drone companies. That being said, I do know how to cut losses. But I still get a lot of crap saying oh look at "X stock they've liked earlier in the year". I'm very transparent when it comes to these things: A certain executive in the $IREN community are known to delete all their posts after their followers lose 90% on $BKKT or $ASST post-dilution. Majority of my stocks I identify are extremely solid fundamentally so they either hold their level since my original thesis. And I post risk-levels / conviction-levels with them too (risky ones obviously have more downside). I have skin in the game compared to others that just post hot takes. So if my thesis is wrong, I lose money personally (there's ton of more fills like this, just endless losses on $AVAV). But I leave everything up so you can see how things play out.
Serenity tweet media
Serenity@aleabitoreddit

@bennybigbull Nope, sold for solid 6 figure loss on $AVAV and rotated to photonics.

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Mehdi Hasan
Mehdi Hasan@mehdirhasan·
4 and a half thousand Palestinian hostages held by Israel. No one says a word. 84 hostages including one child have died in Israeli detention. No one says a word.
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Henry Moller
Henry Moller@hccmoller·
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Grok@grok

@RpsAgainstTrump According to trackers like DidTrumpGolfToday, Trump has visited golf courses 99 days out of 427 since Jan 20, 2025 (23%). Estimated taxpayer cost for security/travel: $138.6M.

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Haytham Kaafarani
Haytham Kaafarani@hayfarani·
I am a US citizen & Surgeon who took care of the Boston Maraton Bombing victims in 2013. I paid for 7 years to own a small apartment in downtown #Beirut for my 3 kids to enjoy summers there. Today, #Israel reduced my dream home to rubble, with american weapons, paid by my taxes.
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Henry Moller
Henry Moller@hccmoller·
1. There’s no evidence presented to confirm these claims. None, and there is no suggestion there ever will be evidence to confirm them. 2. America first would be literally not going to an unprovoked war and spending $20b in two weeks and properly giving your citizens, healthcare, food, shelter, work, safety etc etc.
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Karoline Leavitt
Karoline Leavitt@PressSec·
There are many false claims in this letter but let me address one specifically: that "Iran posed no imminent threat to our nation."   This is the same false claim that Democrats and some in the liberal media have been repeating over and over.   As President Trump has clearly and explicitly stated, he had strong and compelling evidence that Iran was going to attack the United States first.   This evidence was compiled from many sources and factors. President Trump would never make the decision to deploy military assets against a foreign adversary in a vacuum.   Iran is the world’s leading state sponsor of terrorism. The Iranian regime is evil. It proudly killed Americans, waged war against our country, and openly threatened us all the way up to the launch of Operation Epic Fury.   Iran was aggressively expanding their short-range ballistic missiles to combine with their naval assets to give themselves immunity – meaning they would have a degree of a capabilities that would give them immunity to hold us and the rest of the world hostage.   The regime aimed to use those ballistic missiles as a shield to continue achieving their ultimate goal – nuclear weapons.   The President, through his top negotiators, gave the regime every single possible opportunity to abandon this unacceptable course by permanently giving up their nuclear ambitions in exchange for sanctions relief, free nuclear fuel, and potential economic partnerships with our country.   But they would not say yes to peace because obtaining nuclear weapons was their fundamental goal.   President Trump ultimately made the determination that a joint attack with Israel would greatly reduce the risk to American lives that would come from a first strike by the terrorist Iranian regime and address this imminent threat to America’s national security interests.   All of this led to President Trump arriving at the determination that this military operation was necessary for U.S. national security, which is why he launched the massively successful Operation Epic Fury. The Commander-in-Chief determines what does and does not constitute a threat, because he is the one constitutionally empowered to do so - and because the American people went to the ballot box and entrusted him and him alone to make such final judgments. And finally, the absurd allegation that President Trump made this decision based on the influence of others, even foreign countries, is both insulting and laughable. President Trump has been remarkably consistent and has said for DECADES that Iran can NEVER possess a nuclear weapon. As someone who actually witnesses President Trump’s decision-making process on a daily basis, I can attest to the fact that he is always looking to do what’s in the best interest of the United States of America — period. America First.
Joe Kent@joekent16jan19

After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.

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Joe Kent
Joe Kent@joekent16jan19·
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.
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courtneybonneauimages
courtneybonneauimages@cbonneauimages·
I am a reporter on the ground. Let me help you understand what is happening. Israel killed almost 500 men, women and children (all civilians) and committed horrific acts of ecocide and ethnic cleansing since the first day of the implementation of the ceasefire. Per UNIFIL, Israel violated the ceasefire 15,400 times. Hezbollah never violated it or attacked the occupied territories in any way. Here’s a short video, a mere fraction of what the year was like before this new war started. You’re a government official. Inform yourself.
Bundeskanzler Friedrich Merz@bundeskanzler

I am gravely concerned by the escalating violence in Lebanon: Hezbollah’s attacks on Israel and the targeting of civilians must cease. Together with France, Italy, Canada and United Kingdom, I am urging for immediate de-escalation.

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Lowkey
Lowkey@Lowkey0nline·
According to the Financial Times, the US-Israeli forces have bombed over 20,000 non-military buildings in Iran.

17,353 were people's homes.
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AF Post
AF Post@AFpost·
Israel dropped charges against 5 IDF soldiers who were caught on camera beating and raping a Palestinian prisoner. Follow: @AFpost
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Omar Sakr
Omar Sakr@omarsakrpoet·
They gang-raped a Palestinian so brutally he was hospitalised. They did it on camera. When footage leaked, and the rapists were arrested, Israelis rioted to protect them. They said they had the right to rape. The Israeli lawyer who leaked the footage was arrested. This is Israel.
The Associated Press@AP

BREAKING: The Israeli military says it is dropping charges against five soldiers who were accused of sexually abusing a Palestinian detainee. apnews.com/article/israel…

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Mukhtar
Mukhtar@I_amMukhtar·
Remember when this footage went viral of Israeli soldiers raping a Palestinian detainee, and there were riots when they got arrested? The Israeli military dropped charges against the five soldiers
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