Jeff Hamilton
13.6K posts


@dfdfdfd243799 @FirstSquawk What happened to unconditional surrender and ending 47 years of the same bullshit?
@POTUS
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@FirstSquawk Now liberals will be upset hes gonna end the war after destroying Iran. You can't make these ppl happy. TDS is all they have.
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@Mr_Derivatives Need to grind lower until every trader swears off from ever buying the dip again!
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Asked grok what percetnage of the working population in 2026 can afford to buy a house for the first time comapred to prior generations.
The answer was close to 70% less people compared to generations prior. This number might be low. American dream could not be more dead. I have friends that make 150k per year that could not remotely sniff homeownership in the state I live in unless you are willing to buy something that could potentially fall on you in your sleep.
This country is dying a slow and painful death.
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2026 will reward patience.
Having buy levels mentally pinned will be huge
$GOOGL dip to 240 is a good buy
$AMZN dip to 180 is a good buy
$NVDA dip to 140-150 is a good buy
$MU dip to 260 is a good buy
$META dip to 490 is a good buy
$AVGO dip to 250 is a good buy
$AMD dip to 170 is a good buy
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I have no idea when this war ends or where oil prices will be in 3-4 weeks or 3-4 months... however, I believe we're seeing some the biggest dislocations between fundamentals and valuations... and therefore some the best buying opportunities we've had in the past 3+ years.
12 charts that caught my attention today...
1) $MU down -32% since earnings, now trading at 3.5x NTM eps, trying to bounce off trendline
2) $ONDS down -48% from January highs, trading at 9x NTM revs, revenues expected to grow at triple digit CAGR for next few years, bouncing off the 200d ema
3) $TMDX down -40% from highs, trading at 4x NTM revs, trying to bounce off VWAP from 2022 lows
4) $NVDA down -22% from highs, trading at 20x NTM EPS, trying to bounce off VWAP from April 2025 lows




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@zerohedge @C_Barraud And then there’s the real world where inflation continues to kill the middle class!
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@amitisinvesting When is the unconditional surrender that @POTUS promised us?
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IRAN SAYS THEY HAVEN’T HAD A SINGLE NEGOTIATION WITH THE US IN 31 DAYS 💀
markets…don’t like that
Iranian Foreign Ministry:
- We have not conducted any negotiations with the United States during the 31 days of the war.
- What happened is a request for negotiations accompanied by American proposals that reached us through some intermediaries, including Pakistan
- Our position is clear, and it is that we are dedicating all our efforts to defending our sovereignty amid the continuation of American aggression.
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@PressSec @LiveSquawk Where is the unconditional surrender that we were promised?
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Jeff Hamilton รีทวีตแล้ว
Jeff Hamilton รีทวีตแล้ว

@unusual_whales Doesn’t bluff? Then where is the unconditional surrender that he promised us?
@WhiteHouse
@POTUS
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