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Hidden Value Gems
Norges Bank, Norway’s sovereign fund, takes a position in a British small cap, Card Factory $CARD.L
I hope this is just the start of them moving out of expensive US stocks into Europe.
Will see… https://t.co/CP7ooVm67O
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Norges Bank, Norway’s sovereign fund, takes a position in a British small cap, Card Factory $CARD.L
I hope this is just the start of them moving out of expensive US stocks into Europe.
Will see… https://t.co/CP7ooVm67O
tweet
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Investing visuals
$SOFI vs. $HOOD vs. $HIMS vs. $PLTR — we’ve got a clear winner here👌 https://t.co/qvlAsBGWAb
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$SOFI vs. $HOOD vs. $HIMS vs. $PLTR — we’ve got a clear winner here👌 https://t.co/qvlAsBGWAb
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App Economy Insights
$TCEHY Tencent is going all-in on AI.
They're the 16th largest company globally—yet still flying under most radars.
📱 1.4B WeChat users.
💰 Billions are going into GPUs.
🤖 A new AI model rivaling DeepSeek.
Full breakdown. 👇
https://t.co/N72ZLeLS4L
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$TCEHY Tencent is going all-in on AI.
They're the 16th largest company globally—yet still flying under most radars.
📱 1.4B WeChat users.
💰 Billions are going into GPUs.
🤖 A new AI model rivaling DeepSeek.
Full breakdown. 👇
https://t.co/N72ZLeLS4L
tweet
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Quiver Quantitative
JUST IN: Senator Jeanne Shaheen has proposed a constitutional amendment to overturn Citizen's United.
This would ban companies from being able to spend unlimited money to influence elections.
Do you support this? https://t.co/1dgtYk1otQ
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JUST IN: Senator Jeanne Shaheen has proposed a constitutional amendment to overturn Citizen's United.
This would ban companies from being able to spend unlimited money to influence elections.
Do you support this? https://t.co/1dgtYk1otQ
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The Kobeissi Letter
There it is:
Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993.
Tariff front-running has led to a $300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed.
Is stagflation ramping up?
(a thread) https://t.co/qI3aGSTqP1
tweet
There it is:
Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993.
Tariff front-running has led to a $300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed.
Is stagflation ramping up?
(a thread) https://t.co/qI3aGSTqP1
tweet
Offshore
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Quiver Quantitative
JUST IN: Representative Robert Bresnahan just disclosed dozens of new stock trades.
Some of them are pretty interesting:
He is apparently day-trading Palantir, $PLTR.
He also bought more stock in the Chinese company Alibaba, $BABA.
He also bought stock in Boeing, less than a month before the massive F-47 contract was awarded to them.
Full trade list up on Quiver.
tweet
JUST IN: Representative Robert Bresnahan just disclosed dozens of new stock trades.
Some of them are pretty interesting:
He is apparently day-trading Palantir, $PLTR.
He also bought more stock in the Chinese company Alibaba, $BABA.
He also bought stock in Boeing, less than a month before the massive F-47 contract was awarded to them.
Full trade list up on Quiver.
tweet
AkhenOsiris
FT:
The public markets risk becoming a dumping ground. When the best assets are hoarded by private equity firms, venture capitalists, sovereign-wealth funds, and family offices, the IPO market gets the leftovers. As FTAV wrote on Thursday, CoreWeave, for all its AI hype, has massive debts, huge capex requirements, mounting losses, rapidly depreciating assets, a slew of related-party dealings, and a significant dependence on just two customers (Microsoft and Nvidia). Yet here it was, looking for public investors willing to take the plunge. CoreWeave is seeking public investment not from a position of strength, but out of necessity.
The same pattern played out with WeWork and other cautionary tales — companies that didn’t go public because they were ready but because they had no other choice. The IPO market is ostensibly the showcase for the best and brightest. Now, increasingly, it’s the venue for the desperate and the distressed, a place where overhyped, overleveraged, and overrated companies try to hang on long enough for insiders to exit.
If CoreWeave and Venture Global represent the vanguard of the IPO revival, we’re in trouble. Public markets should be a launchpad for great companies, not a last resort for troubled ones. The only hope is that enough high-profile flops will force a reckoning, steering investors back towards quality — or at least rational pricing. After all, private shareholders can’t hold on forever.
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FT:
The public markets risk becoming a dumping ground. When the best assets are hoarded by private equity firms, venture capitalists, sovereign-wealth funds, and family offices, the IPO market gets the leftovers. As FTAV wrote on Thursday, CoreWeave, for all its AI hype, has massive debts, huge capex requirements, mounting losses, rapidly depreciating assets, a slew of related-party dealings, and a significant dependence on just two customers (Microsoft and Nvidia). Yet here it was, looking for public investors willing to take the plunge. CoreWeave is seeking public investment not from a position of strength, but out of necessity.
The same pattern played out with WeWork and other cautionary tales — companies that didn’t go public because they were ready but because they had no other choice. The IPO market is ostensibly the showcase for the best and brightest. Now, increasingly, it’s the venue for the desperate and the distressed, a place where overhyped, overleveraged, and overrated companies try to hang on long enough for insiders to exit.
If CoreWeave and Venture Global represent the vanguard of the IPO revival, we’re in trouble. Public markets should be a launchpad for great companies, not a last resort for troubled ones. The only hope is that enough high-profile flops will force a reckoning, steering investors back towards quality — or at least rational pricing. After all, private shareholders can’t hold on forever.
tweet
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The Kobeissi Letter
BREAKING: The S&P 500 falls over -1.5% toward 5,600 and now stands just 75 points away from re-entering correction territory. https://t.co/SkGIljduLh
tweet
BREAKING: The S&P 500 falls over -1.5% toward 5,600 and now stands just 75 points away from re-entering correction territory. https://t.co/SkGIljduLh
There it is:
Long-term US inflation expectations have officially SURGED to 4.1%, the highest level since 1993.
Tariff front-running has led to a $300+ BILLION trade deficit in 2 months and consumer sentiment has collapsed.
Is stagflation ramping up?
(a thread) https://t.co/qI3aGSTqP1 tweet