always be buying, always be selling 🎮
Joined May 2017
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It's truly amazing how shit @X is
For months now QTs don't work on mobile if you use the cash tag thing
For the last few days images don't work in DM on desktop
And for a few months now every time you click on a post on desktop you completely lose your place in the timeline 🤦🏻♂️🤦🏻♂️
this sent me down a Saturday morning rabbit hole and I learned that Honeywell doesn't even make Honeywell 😦
I see $HONA earnings per share at around $12.50 5 years out, stock 15% IRR
$7.30 today, add $4.20 for business growth (conservative +6% revenue and tiny margin improvement), lower interest from paying off debt adds $0.50, and license fee to HON ending adds $0.50, 23x multiple.
Would be able to do even better if not for HON using Aerospace’s separation to solve all of the parent company’s problems on the way out the door. I don’t think I stopped shaking my head while reading through all of the pre-spin disclosures.
Saddling HONA with $16B in debt, hoarding the $5B overfunded pension surplus that Aerospace built, imposing a trademark royalty just to use the Honeywell name and forcing royalty-free perpetual access to patents, sticking HONA with the legacy environmental liabilities despite erasing HON’s asbestos liabilities pre-spin, and no Quantinuum IPO equity.
These types of bots actually have pretty decent content these days but I just block them all whenever I come across them
before the open thought it was going to be a great day: Lumine had a perfect Q, TOI had a good Q, MDA had a double beat, COHR was +8% AH, PNG PRed a 102M in new contracts, was expecting a general market bounce—and then most of my port immediately proceeded to get obliterated 🤦🏻♂️
He blocked me so I’ll just post my reply here
Seemed pretty objective to me that $DND.TO will not rerate if they don’t get a good price for CFS because otherwise they lose their only growing division and 26% of their EBITDA while still drowning in debt
nitter.cf/andhan04/status/211844…
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U.E. retweeted
it's all so overblown
nitter.cf/Monolith_Cap/status/21…
People who believe US data center spending will collapse after the Democratic sweep seem to forget that it was the Democrats, under Joe Biden, who revitalized domestic semiconductor manufacturing with the US CHIPS Act. They also kicked off a compute race with China after introducing broad export controls on advanced semiconductor equipment.
AI and data center spending are now matters of national security and economic prosperity. I don't think this party is ending anytime soon.
