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Helm Hammerhand Appreciator

@helmhammer.bsky.social
166 followers 500 following 497 posts

There is no escape - we pay for the violence of our ancestors.

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Helm Hammerhand Appreciator @helmhammer.bsky.social · 23/09/2026
Many such cases - was just re-reading the NEE Q2, there is a ton of room to raise prices even relative to baseline inflation, and that flows through everywhere
NEE saying their typical customer bill today is 20% lower in real terms than it was 20 years ago.
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 08/08/2026
Yeah this chart doesn’t seem *quite* right
Microsoft Azure: Y/Y Revenue Growth by Component
Source: SemiAnalysis Tokenomics Model
sales@semianalysis.com
Indicative scenario: IF Microsoft contracts 3GW from SpaceX, fully live by YE2027 at $100M/MW/yr = $300B exit ARR
semianalysis
$90B
$8OB
$70B
$60B
$50B
$40B
$3OB
$20B
S1OB
SOB
179%
63%
CY2027: +$150B of GPT token revenue on a $217B base forecast (+69%)
Azure y/y growth peaks at 179% in 4Q27
178%
63%
153%
64%
118%
63%
86%
61%
55%
50%
40%
42%
1Q26
2Q26
3026
4Q26
1Q27
GPT tokens on SpaceX compute (Azure Foundry)
MSFT/OpenAl rev share
GitHub Al
2027
• Azure Foundry
GPT tokens on SpaceX compute are served through Azure Foundry -incremental to the base Foundry line, banded separately here. Illustrative, not a forecast.
Period-end MW: 100 (3Q26)> > 400> 800 → 1,400 → 2,100 > 3,000 (4Q27)
Amber %= Azure y/y incl. SpaceX upside Grey%= Azure y/y, base forecast ex-SpaceX
3Q27
• Al laaS
4Q27
Azure non-Al
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 26/06/2026
You’re in luck, it’s been bid to a totally unreasonable level - short that shit! I am.
Global X MLP & Energy
Infrastructure ETF
NYSEARCA: MLPX
Follow
75.12 USD +38.45 (104.85%) + past 5 years
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 19/06/2026
Nah chart looks normal and cool to me
Kospi chart showing the index quadrupling in the last six months while barely moving for 20 years prior
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 13/06/2026
Inverse Cathie Wood!
ARKW ETF trades selling Tesla and buying SpaceX
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 28/05/2026
For a half billion a quarter in S&M, seasonality shouldn’t be a thing. Jokes aside, it was a larger drop off ($500 v $200 million), and quarterly revenue is definitely hitting an asymptote it wasn’t before
Quarterly Product Revenue' (Millions)
26%
Y/Y Growth
$997
$943
$900
$829
$790
Q1 FY25
Q2 FY25
Q3 FY25
Q4 FY25
Q1 FY26Quarterly Product Revenue' (Millions)
34%
Y/Y Growth
$1,334
$1,227
$1,158
$1,090
$997
Q1 FY26
Q2 FY26
Q3 FY26
Q4 FY26
Q1 FY27
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 02/03/2026
This u?
An interaction where Mike Silva, confronted with a fact about Platner that contradicted his earlier statement, declined to respond.
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 07/02/2026
Yes they also said this - the original point was about the MLR, so the redetermination is what’s driving a chunk of that (and the underperformance earlier this year also), though certainly not all as you say.
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 07/02/2026
It's easiest to see on a graph - it's a very normal cycle. If you were just drawing lines on a chart, you would predict several years of $2.5-$3 billion FCF from like 2027-2031, which would, I don't know, quintuple the MC or something. That's the idea anyway!
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 24/11/2025
Puru thought
Tweet from Puru Saxena, a debilitatingly mendacious “investor”, replying to a critique about valuation with “You like accounting numbers or do you like to make money?”
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 18/09/2025
Done!
Cancellation screenshot with reason given as “Jimmy Kimmel did nothing wrong.”
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 19/02/2025
Not our finest minds at work
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 19/02/2025
“How could business leaders be so short-sighted about Trump?” These business leaders?
Two headlines about KKR in the FT, the first reading “KKR confronts 449 milllion earnings hole as flagship Italian deal sources”, the second “KKR submits 4bn big to take majority stake in Thames Water”
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 15/02/2025
Out here at the #TeslaTakedown
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 10/02/2025
From Q4 letter
Excerpt from Brookfield Q4 letter claiming a 2.1x MOIC for renewable projects
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 02/02/2025
You got that right.
Elon Musk stopping payment to a Lutheran church affiliated charity
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 26/12/2024
You can tell the Generative AI folks are brimming over with the courage of their convictions.
My response to an AI booster complaining about being dunked on by Kevin Kruse: “weren’t you just saying the signal value of an English grade is zero? If you aren’t capable of being respectful, why assume others will be to you, especially when you’re making a pretty extraordinary claim with no evidence to support it?”
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Helm Hammerhand Appreciator @helmhammer.bsky.social · 09/12/2024
@support.bsky.team isn’t this a community guidelines violation? If not, could you clarify why not?
Jesse Singal posting a skeet on Twitter to direct harassment to that individual
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