Rob

Tech, global macro and commodities

[Rob @roberthameter]

@BTCsupernova @ShawarmaCapital @spacanpanman https://t.co/cuJHT7Gh29

[Merlin @MerlinAero]

Merlin CEO @NotMattGeorge is speaking at @CNBC Converge Live in Singapore on Thursday, April 23, 2026!

Stay tuned for more information on his session as he joins the leaders shaping the conversations and the future of investment, leadership, technology, and sustainability.

[Rob @roberthameter]

@DeepValueBagger There’s likely more value in delivering Horizon first than rushing into deals just to have one. If $MFST validates that build, it strengthens IREN’s position and helps monetize the remaining capacity on better terms. Quality execution capacity is limited anyways. Faster ≠ better

[Rob @roberthameter]

@KarelCapital TFLN is essentially LNOI. Soitec itself says LNOI is also referred to as TFLN in its 2024 materials. So if the discussion is about substrate engineering and industrial wafer knowledge, $SOI absolutely belongs in here

[Rob @roberthameter]

@bitcoinbutcher1 Accumulation zones don’t behave like breakouts or reversals, there’s no signal to wait for. It’s a footprint. Add a volume profile and it shows point of control inside the range, which tells you exactly where the institutional order flow was, absorbing supply

[Rob @roberthameter]

@markcboon Voting rights cannot be overridden by a poison pill. This is about protecting shareholder value and corporate governance. If we act together, we still have a voice. It can get messy, but the board chose that path already. Time to unite as shareholders. $MIGI

[Rob @roberthameter]

@markcboon According to $MIGI S-1 shareholders holding 20% collectively can call a special meeting and with 67% voting power, shareholders can replace the board and stop the rights plan before Feb 12, before rights are distributed.

[Rob @roberthameter]

@chartjitsu @matissevranken You can sell now😉

[Rob @roberthameter]

@alc2022 Society can’t keep up because AI compute is doubling every 6–10 months, much faster than Moore’s Law’s which is about 2 years.

[Rob @roberthameter]

@dfens83967326 @WinstonBelvede1 @kuppyskorner You’re right about that. The thing is, you don’t measure AI by direct ROI but you measure it by operating leverage. Lower headcount, higher output and faster workflows, it expands margins. Just like email, but on a fundamentally different scale. Time will tell.

[Rob @roberthameter]

@dfens83967326 @WinstonBelvede1 @kuppyskorner Pretty much everything. It’s not a standalone industry, it’s a horizontal technology that transforms workflows across every sector.

[Rob @roberthameter]

@HotAisle @Lilshocker2 @FransBakker9812 @IREN_Ltd I do that with phones. Always waiting for the newer model. Still no phone. 10/10 would recommend.

[Rob @roberthameter]

@ecommerceshares Even the Chinese second-hand market disappoints

https://t.co/KFFR7EzrXv

[RiverRoadPartners @partners_road]

This is a serious problem:

On the main second-hand platforms in China (Plum and Zhuanzhuan primarily), iconic handbags for leading brands, such as Vuitton, Saint Laurent, Dior, Chanel and Gucci, are trading at a discount ranging from -38% to -68% relative to the primary market.

[Rob @roberthameter]

@nanotitan28 Wickfill incoming 😏

[Rob @roberthameter]

@Tonyrides1 @TheTechInvest $OSCR has been strategically all in on ICHRA since April 2024, you really are a bunch of kindergarten researchers. You’re getting this at a price accounting for the ACA subsidy expiration but growth in ICHRA, still hitting targets in 2027. The brain rot really hits ATHs on X.

[Rob @roberthameter]

@japdongsanee @realroseceline It's not just about being capital destructors, the logic is about having gross margins and viable products. If it isn't a viable business, it's not a strategic investment, just a hype train with maybe a destination.

[Rob @roberthameter]

@SoJustFollowMe @oguzerkan I'm joking, I agree. Balls of steel isn't needed. Sticking to your own analysis during drawdowns isn't courage, it's conviction. The real edge is independent thinking but most people can't think for themselves apparently. You're right on the intelligence 😉

[Rob @roberthameter]

@SoJustFollowMe @oguzerkan LTCM agrees with you😉

[Rob @roberthameter]

@RealJimChanos Perfect timing to rotate into $OPEN

[Rob @roberthameter]

@NihilarianZH @oguzerkan Didn’t know research was your hidden talent sir.