USCDNHAMMER

Realist, Hammers fan.

[USCDNHAMMER @USCDNHammer]

$NBIS insane earnings and PLTR partnership. Has lost 1/4 of its value in 5 days. Interest rates, AI pacing etc etc but a 25% haircut is an opportunity if you can hold through the volatility (ie prepare to go even lower before we rally)

[USCDNHAMMER @USCDNHammer]

$NBIS Bought 400 shares at $207 in the pre-mkt. It could have an ugly day but nothing has changed. This is a gift. Next earnings they’ll blow it out of the water again.

[USCDNHAMMER @USCDNHammer]

$NBIS After earnings blow out and then the Palantir partnership I sincerely expected to be in the 300’s going forward. Certainly above $250. If we drop below $200 it’s a gift.

[USCDNHAMMER @USCDNHammer]

@LoTekFinance @kevinxu Agree. Sam is for himself.

[USCDNHAMMER @USCDNHammer]

Doubts on a rate hike next week are creeping back into the market. CPI more or less in line. Monthly was a tick higher than expected.

[USCDNHAMMER @USCDNHammer]

I left around 99 or so. It was a phenomenal place to grow up after the recovery from Pierre Trudeau’s destruction. Once I was gone a smart conservative got in and made Canada the richest middle class in the world. Then liberals voted in the son of the guy that destroyed Canada the first time and now they are the lowest gdp in the G20. No coming back this time.

[USCDNHAMMER @USCDNHammer]

Are you an idiot? The US is the largest producer of crude and natural gas in the world. They are a net exporter of oil. They import less than 11% of their crude/natural gas and that’s likely out of convenience/ old deals with Canada, Mexico etc. If Canada shut off tomorrow it would be inconvenient for about a week.

[USCDNHAMMER @USCDNHammer]

@Kalshi Americans spent $3.3B less traveling to Canada (and that’s USD) but let’s keep playing this game.

[USCDNHAMMER @USCDNHammer]

@unusual_whales Good luck with that.

[USCDNHAMMER @USCDNHammer]

@nnncurtis Legitimately think since I’ve been here no American has even mentioned Canada. Like they don’t care.

[USCDNHAMMER @USCDNHammer]

@eUnwelcome @KobeissiLetter Haha. Never been a worse take.

[USCDNHAMMER @USCDNHammer]

@LeadingReport What a dick.

[USCDNHAMMER @USCDNHammer]

@Sandeman52 I love Hershey and my NBIS position is looking good thanks to conviction reinforced by yourself. I also built a CRDO position which is not but will bounce back.

[USCDNHAMMER @USCDNHammer]

I remember the good old days when a blowout jobs number made markets rally. Not today. Adds to concerns we might get a rate hike but rates are high enough. Not going to happen without a significant jump in inflation.

[*Walter Bloomberg @DeItaone]

US LABOR AUG NONFARM PAYROLLS +162K; CONSENSUS +53K

[USCDNHAMMER @USCDNHammer]

$CRDO Wow! I expected the beat but not the reaction. The market is always right. I’e held since $130 but I’ve brought my average up to about $180 so going into the red now.

[USCDNHAMMER @USCDNHammer]

$crdo great earnings but mkt expected more.

[USCDNHAMMER @USCDNHammer]

Picking up a few more shares of $NBIS under $200. Also buying $CRDO under $220. NBIS will have some news or increase guidance soon and Credo will have great earnings tonight.

[USCDNHAMMER @USCDNHammer]

Can we get a “Buy the dip” tweet!?

[USCDNHAMMER @USCDNHammer]

@Jdriver26 Which tub did you get. I need to order one for outdoor at the ski house.

[USCDNHAMMER @USCDNHammer]

@katesarah128 @BrandonH228388 The US is the world’s largest natural gas producer since 2015.