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The Kobeissi Letter
BREAKING: The Dow posts a -400 point reversal as President Trump announces new tariffs on Canada.
The S&P 500 is now less than 1% away from entering a correction. https://t.co/OCKsnEGLsP
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BREAKING: The Dow posts a -400 point reversal as President Trump announces new tariffs on Canada.
The S&P 500 is now less than 1% away from entering a correction. https://t.co/OCKsnEGLsP
BREAKING: President Trump announces ADDITIONAL 25% tariffs on Steel and Aluminum coming to the US from Canada.
This brings tariffs on these goods up to a new high of 50%. https://t.co/NhFlbluEB2 tweet
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Investing visuals
$NVDA: a unique company, down 🔻28%, generating $22 Bln net income.
Just some facts. https://t.co/WoOaTmZe4J
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$NVDA: a unique company, down 🔻28%, generating $22 Bln net income.
Just some facts. https://t.co/WoOaTmZe4J
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The Kobeissi Letter
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh
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The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh
tweet
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Stock Analysis Compilation
Forager on Catapult $CAT AU
Thesis: Catapult is on a strong path to sustained profitability, with significant revenue growth, a dominant market position, and the potential for a $2-4 billion valuation by 2031.
(Extract from their Q4 letter) https://t.co/VKQpjLrYiX
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Forager on Catapult $CAT AU
Thesis: Catapult is on a strong path to sustained profitability, with significant revenue growth, a dominant market position, and the potential for a $2-4 billion valuation by 2031.
(Extract from their Q4 letter) https://t.co/VKQpjLrYiX
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The Kobeissi Letter
BREAKING: US stocks extend decline as President Trump raises steel and aluminum tariffs on Canada to 50%.
The Dow is now down -600 points in 30 minutes. https://t.co/el8o6ORCvR
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BREAKING: US stocks extend decline as President Trump raises steel and aluminum tariffs on Canada to 50%.
The Dow is now down -600 points in 30 minutes. https://t.co/el8o6ORCvR
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App Economy Insights
RT @EconomyApp: $ORCL Oracle Q3 FY25 (February quarter).
• RPO +63% Y/Y fx neutral to $130B.
• Revenue +6% Y/Y to $14.1B ($0.3B miss).
• Non-GAAP EPS $1.47 ($0.02 miss).
• Dividend +25% to $0.50/share.
Cloud revenue +23% Y/Y to $6.2B:
• Application (SaaS) +9% Y/Y to $3.6B.
• Infrastructure (IaaS) +49% Y/Y to $2.7B.
CEO Safra Catz:
"We have now signed cloud agreements with several world-leading technology companies, including OpenAI, xAI, Meta, NVIDIA, and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle's overall revenue in our next fiscal year beginning this June. And we expect RPO to continue to grow rapidly—as we look forward to signing our first Stargate contract—yet another big opportunity for Oracle to expand both its AI training and AI inferencing businesses in the near future."
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RT @EconomyApp: $ORCL Oracle Q3 FY25 (February quarter).
• RPO +63% Y/Y fx neutral to $130B.
• Revenue +6% Y/Y to $14.1B ($0.3B miss).
• Non-GAAP EPS $1.47 ($0.02 miss).
• Dividend +25% to $0.50/share.
Cloud revenue +23% Y/Y to $6.2B:
• Application (SaaS) +9% Y/Y to $3.6B.
• Infrastructure (IaaS) +49% Y/Y to $2.7B.
CEO Safra Catz:
"We have now signed cloud agreements with several world-leading technology companies, including OpenAI, xAI, Meta, NVIDIA, and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle's overall revenue in our next fiscal year beginning this June. And we expect RPO to continue to grow rapidly—as we look forward to signing our first Stargate contract—yet another big opportunity for Oracle to expand both its AI training and AI inferencing businesses in the near future."
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The Kobeissi Letter
BREAKING: President Trump says "the only thing that makes sense is for Canada to become our 51st State."
He adds, "this would make all tariffs, and everything else, totally disappear."
New tariffs of 50% on Steel and Aluminum will be live tomorrow. https://t.co/ckDD7KGPgc
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BREAKING: President Trump says "the only thing that makes sense is for Canada to become our 51st State."
He adds, "this would make all tariffs, and everything else, totally disappear."
New tariffs of 50% on Steel and Aluminum will be live tomorrow. https://t.co/ckDD7KGPgc
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh tweet
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Quiver Quantitative
JUST IN: Representatives Eugene Vindman and Brian Fitzpatrick have introduced a bill to reduce Congress' salary if the debt limit is reached, or a shutdown occurs.
Do you support this? https://t.co/4lX6NhMuj0
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JUST IN: Representatives Eugene Vindman and Brian Fitzpatrick have introduced a bill to reduce Congress' salary if the debt limit is reached, or a shutdown occurs.
Do you support this? https://t.co/4lX6NhMuj0
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The Kobeissi Letter
BREAKING: Ukraine is reportedly ready to sign the US Minerals Deal, according to Fox News.
Ukraine is also reportedly ready for a "partial ceasefire" agreement.
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BREAKING: Ukraine is reportedly ready to sign the US Minerals Deal, according to Fox News.
Ukraine is also reportedly ready for a "partial ceasefire" agreement.
The case for a SHORT SQUEEZE:
Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.
Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.
Is a short squeeze coming?
(a thread) https://t.co/AutLiKW7Yh tweet