Midnight Hammer

366 posts

Midnight Hammer

Midnight Hammer

@midnight_hammer

Katılım Haziran 2025
74 Takip Edilen37 Takipçiler
peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
if there was an asteroid detected that was going to destroy life on earth for certain in 10 years, what would happen to interest rates
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Midnight Hammer
Midnight Hammer@midnight_hammer·
@DeepValueBagger My biggest L is still $CSU.TO $CNSWF a business I really believed in and impressed me for years, it was really hard to mentally let go and see that software is a fundamentally different industry today with AI
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DVB
DVB@DeepValueBagger·
I don't speculate on what the market thinks. It is a new reality for software companies. You may not see it today but it's our job to predict it. Margin is a function of market share. $wix
amit@amitisinvesting

@ariaradnia Earnings were great, I wonder if the market just thinks Claude will do what they are doing Which is probably dumb given the growth, but isn’t that the same narrative for all the software names this year Valuation is pretty attractive

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bubble boi
bubble boi@bubbleboi·
You don’t need to be smart to win the AI computer game you just need to think differently. Stop being a follower. Be bold. Go out there and take a risk that you’re wrong. Christopher Columbus was wrong but look at how that turned out.
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
incredible how everyone forgot about iran which was concocted to make everyone forget about the epstein files
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Midnight Hammer
Midnight Hammer@midnight_hammer·
@DeepValueBagger Thanks to you I’ve trimmed most of $KRKNF at small profit but still see chance of upside, probably won’t make a final call till next earnings + update on their Corteva acquisition
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DVB
DVB@DeepValueBagger·
I call bear on both of them a long time ago. Like literally how many battery power submarines is Taiwan or Europe is going to order? $KRKNF $ONDS
DVB tweet mediaDVB tweet media
Steve V@bidask123

@DeepValueBagger @amitisinvesting I'm dying. I own ONDS and KRKNF. Bleeding out, in fact.

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Gavin
Gavin@GavMcCracken·
Hi paying subs: Should I make my article explaining how Bessent is controlling the oil market public? Let me know.
Jérémie@jeremie0117

@abcampbell @JoshYoung @CRUDEOIL231 @crudechronicle @pipedreams24 @OilCfd @OilandEnergy @HFI_Research @citrini That is the right question to ask. If the bull case is this strong, why is oil sitting at $101 with the Strait closed? The market has had every reason to go higher and it keeps coming back down. At some point you have to listen to what the price is telling you...

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Gavin
Gavin@GavMcCracken·
Oil futures are not pricing in the true strain that's been imparted to it via pent up demand from various sources, e.g. people only filling their tanks to half because they think gas prices are about to come down.
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bubble boi
bubble boi@bubbleboi·
I could pump microcap shitcos on here too but I’d rather be broke than take money away from my hard working followers.
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Roman Helmet Guy
Roman Helmet Guy@romanhelmetguy·
@Rothmus Currently writing a script together with a professional screenwriter friend. Should we try to crowdfund it?
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Rise Of Alberta
Rise Of Alberta@RiseOfAlberta·
Americans. Do you think the United States would recognize an Independent Alberta?
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Midnight Hammer retweetledi
Today in History
Today in History@TodayinHistory·
This may be the most articulate response I’ve ever heard to this question.
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Gavin
Gavin@GavMcCracken·
Alberta let's fucking do it. Let's separate from Canada, and show the world that we can build wealth for everyone with a low tax rate by simply cutting out the corruption and working for our community (which we already do).
Mr OneHundred@OneCentum

@GavMcCracken @david_had1 Show me a first world country ( EU,US,AUS, etc) that does not have around 50% tax rate on the top marginal rate. Your problem isn't with Canada, its with modern day Capitalism and the Taxation system attached to it- and on THAT- we do 100% agree.

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