Christoph H

Equity analyst focused on value stocks and macro analysis

[Christoph H @RistoHamilton]

@hurley_eli @DJ_CURFEW @hurley_eli TLDR - guy could have at least provided an AI summary takeaway

[Christoph H @RistoHamilton]

@yaoi_lab Just heard it too

[Christoph H @RistoHamilton]

@gmmax007 @kick_clips Arnold Schwarzenegger would like a word

[Christoph H @RistoHamilton]

@AndreasSteno Yes but we consume more of it so you're point is mute

[Christoph H @RistoHamilton]

@bigzeez @grok @moymiz @cenkuygur lol dude Canada is not an excellent ally for the US at all

[Christoph H @RistoHamilton]

AI slop, an aircraft carrier has far more strike capabilities than an assault class ship

[Mario Nawfal @MarioNawfal]

🇺🇸 This isn't an aircraft carrier. It's something more dangerous...

The USS Wasp-class amphibious assault ship carries F-35B jets, attack helicopters, 33 amphibious assault vehicles, M1 Abrams tanks, and 1,900 Marines, all on a single hull.

Aircraft carriers project air power. This ship delivers an invasion.

Hovercraft launch from a floodable well deck at the stern, ferrying tanks and troops directly onto beaches.

Elevators connect the hangar to the flight deck.

Everything moves on a coordinated sequence designed for one purpose: taking and holding ground.

Source: AiTelly

[Christoph H @RistoHamilton]

But I thought the people in the room didn't have the authority to make a deal? Soo much misreporting by the media on this war #oil

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷VP Vance said the meeting with the person effectively running Iran was unprecedented

”It’s a meeting that had never before happened. Not Democrat, not Republican.

We had never had a meeting like that where you have the person who’s effectively running the country in Iran sitting across from the vice president of the United States.”

Source: Tabz Media TG

[Christoph H @RistoHamilton]

@yieldsearcher This is not an agreement that Iran will hand over its uranium, Russia has just stated they are willing to accept it if such an agreement is made

[Christoph H @RistoHamilton]

@AndreasSteno Fully recovered oil flow in 3-4 weeks? Prices have come down sure but flows haven't increased apart from a ship here and there

[Christoph H @RistoHamilton]

@AndreasSteno Fully recovered oil flow in 3-4 weeks? It's been 10 days and none of that is true

[Christoph H @RistoHamilton]

@pinchitaaaa @napformeplsx It's because they do the opposite of what the masses do in order to keep their image as something desirable and unobtainable.

[Christoph H @RistoHamilton]

it's not about the strait. Trump doesn't give two f's about opening it and nor should he. The US does not need the strait to open $dow $lyb $bak

[Bull Theory @BullTheoryio]

BREAKING: Trump signals a naval blockade of the Strait of Hormuz after Iran talks collapse.

The USS Gerald Ford and USS Abraham Lincoln are already positioned in the Persian Gulf.

Experts say the US Navy can take full control of the strait immediately if Trump gives the order.

Trump just posted this article. Is he signaling a major escalation?

[Christoph H @RistoHamilton]

@nfergus @RichardHaass How is any of this needed compared to what we had 2 months ago?it does nothing to solve the current issues around the straight. Either there is a fee administered to Iran etc that are next to the straight as per the Suez Canal setup, or there's nothing. No need for a company

[Christoph H @RistoHamilton]

Going off what's posted on X, I'm probably the only shareholder in $ntr

[Christoph H @RistoHamilton]

Morgan Stanley upgrades $ntr price target to $95, the market is beginning to wake up to the opportunity in fertilizers

[Christoph H @RistoHamilton]

Sounds like the strait of Hormuz isn't part of the ceasefire deal $lyb $dow $bak $ntr

[First Squawk @FirstSquawk]

LEBANON IS EXCLUDED FROM THE CEASEFIRE DEAL WITH IRAN - AXIOS.

[Christoph H @RistoHamilton]

$lyb $dow $bak

[First Squawk @FirstSquawk]

Israel continues launching airstrikes on Iran, security official tells Times of Israel.

[Christoph H @RistoHamilton]

@kkmaway Let's be clear it was not Pakistan that pulled this off

[Christoph H @RistoHamilton]

In other words pay the toll fee $lyb $bak $dow $ntr

[Christoph H @RistoHamilton]

Is the ceasefire in the room with us right now?

[First Squawk @FirstSquawk]

ISRAELI MILITARY: MISSILES LAUNCHED FROM IRAN TOWARD ISRAEL IDENTIFIED