Thomas Hoernes

Just curious.

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump ordered the US military not to carry out new strikes on Iran Friday night, despite approving his announced "massive attack," now believing an agreement is possible over the weekend, per Axios.

The cancellation came despite Iran comprehensively rejecting any negotiations with the US throughout this week and confirming it is not talking to the US under any circumstances, and came directly after Trump claimed Iran is talking to the US and that major progress is being made.

The decision also followed an Omani delegation arriving in Tehran for talks on a new arrangement to reopen the Strait of Hormuz, with Trump claiming additional progress there, though Iran denies any talks are taking place.

Additionally, a source close to Iran’s Ghalibaf assesses the operational silence of the past 15 hours as a prelude to an intensification of attacks and not a new attempt at negotiations, with the US military still preparing plans for a return to major combat operations.

[Thomas Hoernes @ThomasHoernes]

@Laser03299332 Your posts are always appreciated. If I may ask, what are the implications of your analysis for your own long position? Do you close it? What is your average? Do you short NIO?

[Thomas Hoernes @ThomasHoernes]

@MktPax I'm bullish on NIO, but where do you see evidence of institutions accumulating shares? In fact, institutional ownership has been declining.

[Thomas Hoernes @ThomasHoernes]

@liquidsky1967 Are you kidding or do you really sell 50%?

[Thomas Hoernes @ThomasHoernes]

@liquidsky1967 @1benkiss Based on your model, when will this step be necessary?

[Thomas Hoernes @ThomasHoernes]

@liquidsky1967 Thanks for updating your projections. I asked Perplexity where your model would end up regarding NIO's profitability, since I'm not able to do it myself. What is your personal guess here? And thanks again for sharing your thoughts with the community.

[Thomas Hoernes @ThomasHoernes]

@anwaltsgelaber Ich würde mich über einen Code freuen. Danke!

[Thomas Hoernes @ThomasHoernes]

@neuwirthe Als Zahlen-liebenden Menschen kann ich Ihnen https://t.co/CYNqAoy7cy empfehlen.

[Thomas Hoernes @ThomasHoernes]

@Karl_Lauterbach Wie schätzen Sie die Chance ein, durch eine Strategie wie in UK (erst einmal nur die erste Dosis zu verimpfen), Mutationen zu provozieren?

[Thomas Hoernes @ThomasHoernes]

@suka_hiroaki Dann bin schon mal gespannt und freue mich darauf. :)

[Thomas Hoernes @ThomasHoernes]

@suka_hiroaki Ich blocke mir schon mal 90 min am Wochenende zum Lesen des Testberichts.