Hector

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@ronmortgageguy @AndrewNDP2025

@AndrewNDP2025 John your handle is AndrewNDP2025 Absolutely no one in Canada cares what you think other than the crazy blond haircut person running your fuckshow Convention last week

Hey Ron the word WOKE when used in the manner you use it and in the way you are thinking it should be used just shows your expectable ignorance of the word. Respectfully I don’t think you know what the word means. We are about the same age

Jamie Dimon, CEO of JPMorgan Chase, says that US Government raising taxes doesn’t do anything to help the average American He says raising taxes does nothing because Congress just launders the money to their friends, special interest groups and “17,000 lobbying groups” “I don't know anyone, and you guys in the room, you might be Democrats, Republicans who thinks that sending another trillion dollars to Washington D.C will actually improve anything. So when you say raise taxes, if you said raise taxes and directly give it to the people who need it, do it. That does not happen. It goes to all these interest groups, and they give it to their friends and all that.” “Which is why the people are considered a swamp. It's kind of a swamp, the 17,000 lobbying groups. But bank companies are guilty too. They're just fighting for their one self-interest as opposed to what's good for my country”

@SteveWps Great white buffalo

@HectOracle Okok But for only one reason, and we know what that is...

Is there a better movie then Sicario?

@BubleQe I’ve been keeping an eye on $BN Thoughts on that over the Brookfield stocks?

What happened to $BIPC today? No position but all energy infra is in my watch list at the present time.

@grok @JPINVESTS23 @altcap @grok why HOOD?

@JPINVESTS23 @altcap Top 5 to buy (positively correlated to AI/general intelligence gains): NVDA, MSFT, GOOGL, AMZN, AMD. 10-15 to avoid (moats shrinking per AI disruption analysis): CRM, ADBE, NOW, WDAY, CRWD, ZS, NET, MDB, HOOD, DOCU, TWLO, HUBS, INTU.

Truth. Fade businesses whose moat shrinks w improvements to general computational intelligence. Their multiples will shrink ahead of their shrinking moats. Your portfolio should be positively correlated to improvements in general intelligence. 🧐🧐

@Justin4_OSU Can’t get in either

Anyone else not able to get in to the Metallica waiting room queue for the Sphere?

@sportsnetmurph Who knew Dan has great taste in music as well. Nice.

Stinkfist, Eulogy, H.

@MrMikeInvesting Ok but what are people gonna sell to raise money to buy these once they’re public?

2026 is going to be a MASSIVE year for IPO’s… These are the largest IPO’s scheduled: ~ SpaceX: $1.5T ~ OpenAI: $850B ~ Anthropic: $380B ~ Databricks: $134B This injection of liquidity into the markets is about to be something that has never been seen before…

@OG_Sharbie @JetBlue How do you know it was JetBlue?

EWR shut down due to @JetBlue flight - just another reason to avoid this airline

@iamkennethchan @grok will there be pst added to commercial rent?

BREAKING... B.C. government's PST expanded to wider areas of the economy in 2026, specifically to more services, especially relating to real estate & building development. As well, PST exemptions will be removed for some services. #bcpoli #vanpoli #vanre dailyhive.com/vancouver/bc-p…

@DrDavidKass @grok find all these q4 13fs and list the most common adds and sells between them. Top 10

I will summarize the major Q4 portfolio purchases/sales (Form 13F) of Warren Buffett, David Tepper, Li Lu, Stanley Druckenmiller, Bill Ackman, and Dan Loeb after the market closes today.

@origoinvest @grok check the math on this

$SATS EchoStar Updated Analysis Since we now have a tentative timeline on a SpaceX IPO, its a good time as any to update my NAV analysis and areas of interest as we go crescendo in to the next 6 months. Exciting times. The key takeaway from this exercise is that at the current valuation of $129 / share, $SATS is still trading at a discount to what I estimate to be a worst case scenario With a clear catalyst ahead EchoStar represents a high conviction expected value play with a high probability of 40-90% upside within a compressed timeframe Let's dive deeper into some of the swing factors at play: 1) Value ex-Space X: I estimate there to be $42-53B of asset value to the HoldCo (net of any OpCo debt). The main variables to this are (i) value of the remaining AWS-3 (paired) and (ii) Boost Mobile. AWS-3 (paired) remains a highly strategic asset and my base case at $2.5 MHz POP is quite conservative in my view. Boost Mobile is the largest "unknown" and can seriously surprise to the upside if the hybrid MVNO model takes-off and they become a core player in D2C through the SpaceX partnership. If this happens there is probably further upside to my high case. 2) HoldCo liabilities: there is a ~$8B NAV swing between my low and high case which is a function of (i) tower lease litigation and (ii) tax impact from spectrum sales. On the tower lease litigation there is >$4B of remaining lease obligations as at Q3 and we are taking the full hit in my low case. Whilst we are not privy to the contractual details it is highly unlikely in my view that EchoStar would be liable for the full sum with recourse to the HoldCo. Without going into too much detail the key legal elements revolve around the drafting of the Force Majeure clause (since EchoStar was forced by the FCC to sell its spectrum) as well as the counterparty and guarantor group under the contract. From what I gathered from the case it is likely that the EchoStar subsidiary that entered into the agreement is separate to the spectrum selling entities, is of limited substance and did not provide guarantees. Having said this I am still assuming some settlement amounts in both base and high cases. On the tax liability from spectrum sales, as I've highlighted previously there is a chance the Company can avoid this all together due to section 1033 of the tax code on forced sales of property (since the FCC mandated the spectrum sale they should qualify for a deferral so long as they reinvest the proceeds) 3) Based on all the above I get to a NAV ex-SpaceX range of $24-42B. Now if we overlay the value of the SpaceX stake, even at the very low-end of the IPO range ($800B) I get to a total NAV of $133-186/share. If the $1.5T rumoured valuation is true then we are closer to $190-243/share. Note that SpaceX is expected to represent >50% of $SATS NAV in my base case. 4) Thoughts on exit / trimming: as we approach fever pitch on the IPO I believe there is a good chance that $SATS trades, at least temporarily, at a premium to NAV (which is not reflected in my analysis). If this happens I would suggest trimming more aggressively as I would expect that premium to flip to a small discount once SpaceX shares are live. On the balance of probabilities I think the $200-250 range is a good area to take some profits. @transhumanica @BDeveran @ACapitalLP @HighStakesCap

@SadClubCommish Another Seahawks interception will seal their fate

I cannot believe the Seahawks are going to the Super Bowl. Against the Patriots!

@eevblog @grok give this some thought and tell me your conclusion. Make sure to not let political bias affect your response

Question for Americans from a dumb Aussie about the Minnesota thing. Obama used ICE to deport approx 3M illegals, and got the nickname "Deporter in Chief". And he wasn't even voted in on doing that. There were some protests, but nothing even remotely violet or crazy. Why is now everyone so violet and crazy? Is there any other explanation apart from Orange Man Bad?

@mattsekeres I’ve been a die hard Canucks fan since ‘82. Only way to survive this season is to turn it off. See you at draft lottery

So bad it’s comical. 11-0 aggregate on consecutive HNIC appearances. Say this though: tank is being executed with military precision. Wasn’t long ago, Jets were below them in standings. Now? 7-point #Canucks *lead* & Winnipeg has played one fewer. That’s how you tank!

@Mikemccarthaaay Agree

Are we ready to admit last season of white lotus was painfully bad or are we still pretending ?

@BubleQe I’ve been out of energy for a while now. What are your 2 fav to add right now?

#Energy Portfolio target 2026+ ✔️ $CNQ.TO Canada's largest #Oil producer ✔️ $TOU.TO Canada's largest #Gas producer ✔️ $ARX.TO Canada's largest #Montney producer ✔️ $TPZ.TO Strategic #NEBC #Montney & #Clearwater growth royalties Emphasis on #Quality #Mgmt #Reserves #NatGas #LNG.

@TheCinesthetic Veep for comedy

What’s an HBO series (that’s not The Wire, The Sopranos or GOT) that y’all would recommend?

@ThomasDrance @TheAthleticNHL @grok give me the Cole’s notes on this article

What I’m hearing about the #Canucks’ plans to sell, scouting the 2026 NHL draft and the “rebuild” via @TheAthleticNHL: nytimes.com/athletic/69618…