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The Kobeissi Letter
BREAKING: Ripple, $XRP, extends its rally to over +20% on the day as President Trump officially announces a "Crypto Strategic Reserve." https://t.co/EVjAvrB9jb
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BREAKING: Ripple, $XRP, extends its rally to over +20% on the day as President Trump officially announces a "Crypto Strategic Reserve." https://t.co/EVjAvrB9jb
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Alvin
Xiaomi 15 Ultra's camera system is easily one of the most capable in the world right now.
Now, what matters the most is the processing algorithm and of course, the camera results. https://t.co/vBzoxk4V2x
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Xiaomi 15 Ultra's camera system is easily one of the most capable in the world right now.
Now, what matters the most is the processing algorithm and of course, the camera results. https://t.co/vBzoxk4V2x
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Alvin
All about the Xiaomi 15 Ultra. 👇
Despite them marketing this phone as photography-focused, I think the Xiaomi 15 Ultra will be an incredible all-rounder, especially when priced right.
The 14 Ultra was already a very consistent phone, so I expect this one to be even better. https://t.co/4kTlsUU57T
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All about the Xiaomi 15 Ultra. 👇
Despite them marketing this phone as photography-focused, I think the Xiaomi 15 Ultra will be an incredible all-rounder, especially when priced right.
The 14 Ultra was already a very consistent phone, so I expect this one to be even better. https://t.co/4kTlsUU57T
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Finding Compounders
Bill Nygren on his definition of a quality business https://t.co/iR5da0d9Em
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Bill Nygren on his definition of a quality business https://t.co/iR5da0d9Em
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Stock Analysis Compilation
Conestoga on N-able $NABL US
Thesis: N-able’s strong recurring revenue model and expanding market position it well for long-term growth in IT security and cloud services
(Extract from their Q4 letter) https://t.co/MgWLVswzNx
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Conestoga on N-able $NABL US
Thesis: N-able’s strong recurring revenue model and expanding market position it well for long-term growth in IT security and cloud services
(Extract from their Q4 letter) https://t.co/MgWLVswzNx
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The Kobeissi Letter
It's getting WORSE:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/5Vq7ifJ2Rc
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It's getting WORSE:
NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.
Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.
What is happening? Let us explain.
(a thread) https://t.co/5Vq7ifJ2Rc
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The Kobeissi Letter
BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi
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BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi
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The Kobeissi Letter
This is insane:
Bitcoin is now surging back above $91,000 as President Trump announces it will be included in the Crypto Strategic Reserve.
In 48 hours, Bitcoin has added +$260 BILLION of market cap. https://t.co/iOhYveXMmU
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This is insane:
Bitcoin is now surging back above $91,000 as President Trump announces it will be included in the Crypto Strategic Reserve.
In 48 hours, Bitcoin has added +$260 BILLION of market cap. https://t.co/iOhYveXMmU
BREAKING: President Trump says Bitcoin and Ethereum "will be at the heart of the Reserve."
President Trump says "I also love Bitcoin and Ethereum!" https://t.co/n5TXqNuJHi tweet
Offshore
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The Kobeissi Letter
It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
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It's official:
President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.
In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.
What's coming next? Let us explain.
(a thread) https://t.co/8jcIZjTSlT
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