Value-Dude

Investor focused on value in energy, mining, and tech. Sharing insights. Not investment advice—do your own research. Opinions are my own.

[Value-Dude @Valuedude123]

Always loved Charlie’s line: Invert, always invert.When I really want a stock but still feel unsure after research, I flip it. What could go wrong? Trace the risks back. Suddenly things get clear. Best investing principle I know

[Value-Dude @Valuedude123]

Full breakdown of Carney's trade statement and what it means for both sides of the border: https://t.co/KTlOQBdDnD

[Value-Dude @Valuedude123]

Canada and the US just blew up their trade talks. PM Carney sent Canada's negotiators home last night instead of signing a deal he called "unfair, uneconomic." 1/7

[Value-Dude @Valuedude123]

US exporters lose too. Canada's matching tariffs make American products pricier north of the border, right as Canada works to buy less from the US and more from everyone else. 5/7

[Value-Dude @Valuedude123]

Canada and the US just blew up their trade talks. PM Carney sent Canada's negotiators home last night instead of signing a deal he called "unfair, uneconomic." 1/7

[Value-Dude @Valuedude123]

For Americans: the 50% tariff taxes Canadian cars, alcohol, dairy, cement and hockey gear entering the US. Energy, potash and critical minerals were left out. Taxed goods usually show up as higher prices for US businesses and shoppers, not Canada eating the cost. 4/7

[Value-Dude @Valuedude123]

Standing with Canada on this one. https://t.co/xwZ8kIUprK

[Value-Dude @Valuedude123]

Trade talks between Canada and the US just collapsed. The US pushed ahead with a 50% tariff on about $28B of Canadian goods, and PM Carney is matching it dollar for dollar. His words: Canada has what the world wants. Not financial advice.

[Value-Dude @Valuedude123]

Trade talks between Canada and the US just collapsed. The US pushed ahead with a 50% tariff on about $28B of Canadian goods, and PM Carney is matching it dollar for dollar. His words: Canada has what the world wants. Not financial advice.

[Value-Dude @Valuedude123]

Nvidia lined up six Wall Street giants to raise $500B in outside capital for AI data centers. Same trick that invented mortgage-backed securities in the 1970s: turn a hard asset into something investors buy. The AI funding crunch just got pushed out. Not financial advice.

[Value-Dude @Valuedude123]

SpaceX can land a rocket on a barge, but its own stock hasn't found solid ground. Shares dipped back below the $135 IPO price this week as 319 million insider shares unlocked, the second big wave since June. Starlink just crossed 11,000 satellites. Not financial advice.

[Value-Dude @Valuedude123]

Microsoft's August Windows update is crashing games. The Finals and Arc Raiders are hitting random reboots, traced to a driver conflict. Microsoft confirmed the bug and is investigating, no fix yet. MSFT stock barely noticed, up about 0.5%. Not financial advice.

[Value-Dude @Valuedude123]

Waymo just got the green light to charge for robotaxi rides in Las Vegas. Nevada approved up to 1,000 driverless cars in Clark County over the next year, alongside Tesla and Uber. What happens in Vegas now includes a taxi meter with no driver. Not financial advice.

[Value-Dude @Valuedude123]

Gold just broke above $4,600 an ounce. The Treasury quietly doubled its bond buyback program this week, pushing yields down and the dollar toward a 99 handle. Nobody wants to say the word QE out loud, but gold clearly heard it anyway. Not financial advice.

[Value-Dude @Valuedude123]

China is about to flip the switch on the world's first land-based commercial small reactor. Linglong One, a 125MW SMR on Hainan island, wraps testing and heads for grid connection in early 2026, powering about 526,000 homes. Not financial advice.

[Value-Dude @Valuedude123]

1960 lesson: stay patient in a falling market, and check what a company owns, not just what it does. Sometimes the balance sheet is worth more than the business. Not financial advice. 7/7

[Value-Dude @Valuedude123]

1960 was a down year for stocks. Buffett's letter opens with one line: "In 1960, the picture was reversed." 1/7

[Value-Dude @Valuedude123]

This became Buffett's first real activist move. Instead of just holding, he pushed to separate the investment portfolio from the map business, unlocking value the stock price had been hiding. 6/7