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The Kobeissi Letter
BREAKING: Nasdaq 100 futures surge +2.5% from their low of the day and officially turn positive in a massive reversal. https://t.co/nAmuxgBfsX

BREAKING: The US and Ukraine are planing to sign the minerals deal as soon as today, sources say.

President Trump reportedly told his advisors he wants to announce the deal during his speech to Congress tonight.
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: Reuters is now reporting that Trump and Zelensky are set to sign the minerals deal before the address to Congress at 9 PM ET tonight. https://t.co/AQHEbovCR1

BREAKING: The US and Ukraine are planing to sign the minerals deal as soon as today, sources say.

President Trump reportedly told his advisors he wants to announce the deal during his speech to Congress tonight.
- The Kobeissi Letter
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The Kobeissi Letter
BREAKING: The Trump Administration is proposing to sell 443 federal properties, including the Department of Justice and FBI's headquarters.

Currently, most US government agencies don't even occupy 50% of their office space. https://t.co/yr8LO5Nxyw
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Finding Compounders
Worth the read

The Loser’s Game

By Charles D Ellis https://t.co/g6exWl8KTX
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The Kobeissi Letter
BREAKING: The S&P 500 officially turns green on the day, erasing its -120 point decline. https://t.co/5P4GplvrYz
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AkhenOsiris
$GENI with a strong FY guide for both revs ($620m vs cons $590m) and Adj EBITDA ($125m)

FY2024 came in at $511m revenue and $86m Adj EBITDA
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AkhenOsiris
Are we expecting the Admin to blink first or the Fed? 😂
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AkhenOsiris
$GENI

Genius Sports Raised to $12 from $10 at Benchmark, Named Top Idea
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Stock Analysis Compilation
Conestoga on Procore Technologies, Inc. $PCOR US

Thesis: Procore Technologies, Inc. (PCOR) is a leading cloud-based construction management software company experiencing strong growth and improving operating margins in an underpenetrated market.

(Extract from their Q4 letter) https://t.co/bofyqPYDoG
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The Kobeissi Letter
Truly incredible:

Heavy selling pressure returns moments after stocks turn green.

The Nasdaq just fell -200 points in 8 minutes without any headlines.

Volatility is an understatement. https://t.co/vhIpgdGUbL
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