There is no escape - we pay for the violence of our ancestors.https://bsky.app/profile/helmhammer.bsky.socialhttps://bsky.app/profile/helmhammer.bsky.social/post/3mijcjjorgc2xNo growth, 350 P/E, liquidity about to sucked up by SpaceX - taking the elevator down soon IMO [contains quote post or other embedded content]02 Apr 2026 13:24 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mijcjjorgc2xhttps://bsky.app/profile/helmhammer.bsky.social/post/3mhetwfjzek2eJeff Russo really pulls it all together with the score, too. What a show [contains quote post or other embedded content]19 Mar 2026 01:27 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mhetwfjzek2ehttps://bsky.app/profile/helmhammer.bsky.social/post/3mhdrsvmiyc2iInteresting short from here is $LAND, a farmland REIT already in fairly bad shape (vacancies climbing, issuing stock and selling land to keep the dividend), and where a fertilizer price spike and the effects of terrorizing immigrant workers could soon appear in the bottom line.18 Mar 2026 15:17 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mhdrsvmiyc2ihttps://bsky.app/profile/helmhammer.bsky.social/post/3mflbfueoxs2gThe fact that the market is getting whipped around by Citrini Thought is yet another nail in the EMH.24 Feb 2026 03:54 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mflbfueoxs2ghttps://bsky.app/profile/helmhammer.bsky.social/post/3mefdekoqrk23Yes, true artistic expression is when you closet index and free ride off your clients’ credulity. [contains quote post or other embedded content]09 Feb 2026 01:48 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mefdekoqrk23https://bsky.app/profile/helmhammer.bsky.social/post/3mdu6glt6cs2i [contains quote post or other embedded content]02 Feb 2026 06:04 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mdu6glt6cs2ihttps://bsky.app/profile/helmhammer.bsky.social/post/3md6r34av6s2pLet’s do it [contains quote post or other embedded content]24 Jan 2026 17:39 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3md6r34av6s2phttps://bsky.app/profile/helmhammer.bsky.social/post/3mc3ayv5uhs2zThis is the good stuff [contains quote post or other embedded content]10 Jan 2026 14:48 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mc3ayv5uhs2zhttps://bsky.app/profile/helmhammer.bsky.social/post/3mbuzwwzy5c2k@alsobrooks.senate.gov well? [contains quote post or other embedded content]08 Jan 2026 03:26 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mbuzwwzy5c2khttps://bsky.app/profile/helmhammer.bsky.social/post/3mbuzo27urk2kNow that’s a Senator I can be proud to support. [contains quote post or other embedded content]08 Jan 2026 03:21 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3mbuzo27urk2khttps://bsky.app/profile/helmhammer.bsky.social/post/3ma2jxh2ly22cThis is also a consistent phenomenon in RAM and NAND specifically, where double ordering is the norm and take or pay contracts never really get enforced. [contains quote post or other embedded content]15 Dec 2025 21:06 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3ma2jxh2ly22chttps://bsky.app/profile/helmhammer.bsky.social/post/3m7hwmaojqc2sExcellent news for $BRK longs. Will be interesting to see how the 13F evolves from here, might confirm some guesses about who has been buying what [contains quote post or other embedded content]08 Dec 2025 11:31 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m7hwmaojqc2shttps://bsky.app/profile/helmhammer.bsky.social/post/3m7hvx24qw22pAnother year, another $IBM boondoggle that ensures they never return any cash to shareholders [contains quote post or other embedded content]08 Dec 2025 11:20 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m7hvx24qw22phttps://bsky.app/profile/helmhammer.bsky.social/post/3m5yexyrnv22iLowe’s outperforming Home Depot could mean the latter’s cooperation with ICE is starting to bite. Might be a re-evaluation of that approach coming soon. [contains quote post or other embedded content]19 Nov 2025 13:41 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m5yexyrnv22ihttps://bsky.app/profile/helmhammer.bsky.social/post/3m5s7c7xm4k26If this is real, I am selling so much Micron and AMD short that I’m going to lose my fucking house. [contains quote post or other embedded content]17 Nov 2025 02:43 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m5s7c7xm4k26https://bsky.app/profile/helmhammer.bsky.social/post/3m5kf6wpwik2x@espiers.bsky.social @emilyflitter.bsky.social yeah can’t see anything wrong with this decisions this editorial team is making, 10/10, no way these same people were ignoring Epstein leads [contains quote post or other embedded content]14 Nov 2025 00:07 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m5kf6wpwik2xhttps://bsky.app/profile/helmhammer.bsky.social/post/3m4twik6iwc2zFinally a party I can believe in [contains quote post or other embedded content]05 Nov 2025 01:46 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m4twik6iwc2zhttps://bsky.app/profile/helmhammer.bsky.social/post/3m4jjz2tst22oHard to square those practical applications with a 40% data center chip CAGR for the next 3 years predicted by TSM [contains quote post or other embedded content]31 Oct 2025 22:36 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m4jjz2tst22ohttps://bsky.app/profile/helmhammer.bsky.social/post/3m3idzvhpnk2z@montanaskeptic.bsky.social in case you were looking for a concrete example of why people were upset by Bari Weiss - this kind of thing is it. [contains quote post or other embedded content]18 Oct 2025 17:51 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m3idzvhpnk2zhttps://bsky.app/profile/helmhammer.bsky.social/post/3m2ojotu4nk22Sounds like a lot, but against a cash burn of $1billion/month and growing… [contains quote post or other embedded content]08 Oct 2025 11:23 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m2ojotu4nk22https://bsky.app/profile/helmhammer.bsky.social/post/3m2jgdtvins2fQuick, Ezra “Both Sides” Klein, we need some emergency punditry. Is it still Hillary Clinton’s fault? We need to know! @ezrakleinbot.bsky.social [contains quote post or other embedded content]06 Oct 2025 10:40 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m2jgdtvins2fhttps://bsky.app/profile/helmhammer.bsky.social/post/3m2ijewgvm22cIs Germany in 1933 not fascist? Not sure you’re making the case you think you are by arguing Trump and his coterie haven’t managed to do a totalitarianism yet [contains quote post or other embedded content]06 Oct 2025 02:01 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3m2ijewgvm22chttps://bsky.app/profile/helmhammer.bsky.social/post/3lzw5dv3dyk27I think Klein comes off more so as being a character totally out of time, as opposed to just “bad”. When Mitt Romney embodies the Republican Party, Klein et al are fine enough, but for a decade now they have been completely useless at persuasion. More than anything I think Klein should just retire. [contains quote post or other embedded content]28 Sep 2025 18:38 +0000at://did:plc:4fuzmcf5wyg4tiyff6wl7vfx/app.bsky.feed.post/3lzw5dv3dyk27