� 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲. - Dimitry Nakhla | Babylon Capital® tweet

⁠Finding Compounders
Great presentation by former Costco CFO Richard Galanti https://t.co/vW7U6iUkPb
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⁠The Kobeissi Letter
The US housing market is weakening:

The 12-month average of US housing starts has dropped to 1.37 million in January, the lowest since 2020.

Since the 2022 peak, housing starts have declined by ~458,000, or 25%.

In the past, a prolonged decline in housing starts has been a reliable recession indicator.

During the 2006 housing bubble, it took 18 monthly declines in housing starts for the recession to begin.

Before the 2001 recession, housing starts had fallen for 24 months.

Is the housing market signaling a 2026 recession?
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⁠The Kobeissi Letter
The Kobeissi Letter for the week of March 17th has been published and may be viewed through the link below:

https://t.co/6TDuawjZAN

The Chart of the Week for the week of March 17th has been published. View or sign up for FREE through the link below:

https://t.co/jCCx3iSLbJ
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⁠Stock Analysis Compilation
Hardman Johnston Global Equity on Uber $UBER US

Thesis: Uber is a market-leading platform company benefiting from significant growth opportunities in ride-hailing, food delivery, and freight services across global markets.

(Extract from their Q4 letter) https://t.co/wCaBFuwTLG
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⁠The Kobeissi Letter
Sunday night update:

Futures are red across the board despite no new tariff headlines over the last 72 hours.

And, it's officially Fed interest rate decision week.

We have a big week ahead. https://t.co/else8ucEhN
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⁠The Kobeissi Letter
BREAKING: President Trump is set to speak with Putin regarding a Ukraine peace deal with a potential announcement on Tuesday, per Bloomberg.

Trump says there is "a very good chance" for a deal. https://t.co/5aahZRzFv3
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⁠Alvin
Okay https://t.co/o7pOrr46IW

Show me your control centre https://t.co/rETZfOICrP - Holly - I like tech
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⁠Finding Compounders
As time horizons grew , equity losses plummeted .

Stay focused on the long term!!

Source: Bank of America Global Research https://t.co/hwHsmmB18c
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AkhenOsiris
Long: ALAB

Short: UBER

Back for Round 2:

⚡️TMTB Bi-Monthly Pair Trade Challenge ⚡️

Winner gets: A TMTB Pro sub ($1,500 value) OR $500 cash*

Rules:
1. Pick one equity long and one short before MIDNIGHT tonight. Quote-tweet this thread with your entry.
2. Company has to be a TMT (Tech Media Telecom) stock with >$10B market cap. No ETFs allowed. I have final say if entry qualifies.
3. Performance will be calculated in the period from the close on 3/14/25 to the close of 3/28/25.

*Cash will transferred via USDC. TMTB Pro sub prize only available to new subs.

Bonus points if you write a quick line or two of why you think your trade will work

My entry: L $MU / S $EXPE

$MU NAND/DRAM prices on the rise. HBM shipments ramp in Q2. Last Q of bad #s this week. Very good r/r. AI semis safer place to given consumer weakness. Still think $14+ EPS in on the table

$EXPE cheap, down a lot, and decent story but think should underperform as long as consumer headwinds remain - TMT Breakout
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