hans

Not investment advice

[hans @hansthecfa]

@JCOviedo6 Except the telecom companies were building out over anticipated demand and the hyperscalers are building based on current demand. There is a massive shortage of compute.

[hans @hansthecfa]

@KobeissiLetter Honestly I’m surprised they are even, data centers have a long way to run

[hans @hansthecfa]

@ZaStocks It’s all about the war

[hans @hansthecfa]

@BluthCapital Where are you getting 43x earnings? It’s sub 6x if you annualized next quarter

[hans @hansthecfa]

@ZaStocks I think the market anticipated bullish news from them and don’t believe them. With time the belief will build.

[hans @hansthecfa]

@FranVezz @801010athlete You would have thought a war, oil supply disruption and uncertainty would push it well below the 200 day. To be here seems pretty bullish to me.

[hans @hansthecfa]

@profplum99 @DiMartinoBooth Rates are falling, HY trades more on absolute yield vs spread.

[hans @hansthecfa]

@ZaStocks Which ones do you like?

[hans @hansthecfa]

@aakashgupta @MikeBurgersburg This is very uninformed “math” one model isn’t the equivalent of one person. This is the same logic as if someone would build a factory to produce one part.

[hans @hansthecfa]

@Micro2Macr0 @NYCMayor Well there is still a ton of snow all over the city, blocking lanes and parking. So I doubt it’s going to go well this time.

[hans @hansthecfa]

@ZaStocks @SixSigmaCapital Its a trap I have fallen into and trying to get out haha

[hans @hansthecfa]

@Mr_Derivatives Dont jinx it

[hans @hansthecfa]

@steve2bacon @SixSigmaCapital Crap commodity business, you can get lucky hitting a tight market but it’s too easy to add supply, hard to make a real return over their cost of capital.

[hans @hansthecfa]

@SixSigmaCapital Short $wmt too

[hans @hansthecfa]

@SixSigmaCapital @Don7Spy @amitisinvesting I agree with you but now the chart looks terrible and should be a good short

[hans @hansthecfa]

@ZaStocks Hope so because this market sucks

[hans @hansthecfa]

@Mr_Derivatives Not a great sign

[hans @hansthecfa]

@LogicalThesis But aluminum can be used in a lot of electrical applications as a substitute. It’s happening more and more as copper goes up

[hans @hansthecfa]

@FranVezz Shakeout