Terminal Values
1.1K posts

Terminal Values
@terminalvalue
$2 billion+ in closed deals. Valuations & what’s not priced in.
Oh Canada شامل ہوئے Ocak 2026
54 فالونگ169 فالوورز

All the addicts are showing themselves in broad daylight🤣
I open my brokerage account only a few times a week😮
Its just a distraction unless you want to make moves!
Once a day is more than enough for long-term investors, unless it's earnings season.
YodaStocks@YodaStockInvest
STOP LOOKING AT YOUR PORTFOLIO 5 TIMES A DAY
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@terminalvalue incredible to see lol its like you can throw a dart to pick one and still make the same % as the other one
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@WilderStocks Yeah need to hit up bigger accounts. Appreciate it ! 🚀
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@terminalvalue I think replying to big accounts helps the most. Having the same group of people you interact with each day helps, we tend to then see each others stuff all the time.
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@JosephPolitano That’s a huge swing. Feels like the kind of thing that won’t show up cleanly in the headline but people definitely feel it
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@themarketear The real question: is this the first crack in AI demand, or just the first crowded trade finally getting a little less forgiving?
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The first crack?
KOSPI just got slammed, SK Hynix is down nearly 10%, and one of the market's most crowded trades is facing its biggest test in months.
zerohedge.com/the-market-ear…
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@MidlClassMoney Yeah for sure. Some great folks on here. Others just want clout
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@terminalvalue Without a doubt… I try to make my replies somewhat meaningful, as opposed to just spamming or using AI
I suppose that makes it feel more difficult
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@zerohedge Energy shocks always find the fiscal channel eventually. Markets just like pretending borrowing and input costs are separate problems… until they aren’t
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Britain's Borrowing Outlook Darkens As Energy Shock Deepens zerohedge.com/political/brit…
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@unusual_whales Every AI pause conversation has two layers: what’s genuinely unsafe, and who benefits if the current leaders get time to freeze the board
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@TwoMindMoney SpaceX IPO is going to be such a clean & real hype test.
Undisclosed use of proceeds: spacex to start accumulating Tesla stock
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@unusual_whales Now volatility stops being a headline and starts hitting real psychological behaviour. Risk tolerance usually gets repriced fast when retirement balances take a hit
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@RoaringHammy Not weird at all. Just be honest with yourself as to why you’re checking it 😜
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@InvestJourneyX Honest screenshots are more useful than victory laps. Logging red days just add reps to the never ending ledger 💪
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@IndexAndForget Underrated position sizing rule. If a position disturbs your peace, the issue is usually size, thesis quality, Karen-like emotions, or all the above
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@KobeissiLetter The key question is whether this is China/HK-specific de-risking or just capital rotating toward the strongest current narrative.
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Chinese investors are dumping Hong Kong stocks at a record pace:
Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record.
This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks.
By comparison, Hong Kong stock ETFs saw 11 weekly outflows during the entire 2025.
Capital is rotating into China-listed semiconductor and AI-linked stocks, which investors view as more direct beneficiaries of the AI boom.
Even a +10% surge in Tencent on Tuesday failed to stop the outflows, with mainland Chinese investors using the rally as an opportunity to exit ~$268 million worth of its shares during the same day.
Chinese investors are turning away from Hong Kong.

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