⁠The Kobeissi Letter
Today's selling pressure, with an over -2% drop in the Nasdaq 100, comes with a mere +3% jump in the Volatility Index, $VIX.

This is orderly selling, similar to what we saw heading into April. https://t.co/La9JgJORGW
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⁠Investing visuals
Every investor should know this visual by heart https://t.co/6HpiCqsgpu
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⁠Quiver Quantitative
JUST IN: Senator Josh Hawley is reintroducing his bill to ban stock trading by members of Congress.

Watch this: https://t.co/d2P8Wf3Yik
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⁠Investing visuals
$ASML Q1 2025 visualized 👇 https://t.co/HGVV5yGgVf
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⁠Dimitry Nakhla | Babylon Capital®
ASML Holding $ASML Q1 Earnings Report🎯

Rev: €7.74B vs €7.75B est ✅ | +46% YoY
EPS: €6.00 vs €5.80 est ✅ | +93% YoY
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Net bookings: €3.9B (EUV €1.2B)
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Guidance 👌🏽

Rev Q2 2025: €7.2B-€7.7B
Rev FY 2025: €30B-€35B https://t.co/k7Y581S3nx
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⁠Finding Compounders
Book Recommendation: Les Schwab : Pride In Performance

https://t.co/WbCjhk9hri https://t.co/yN8dkZ75ae
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⁠Quiver Quantitative
JUST IN: We've received Q1 fundraising data for Congress.

Here's who raised the most:

🔵 Sen. Bernie Sanders: $11.4M (100% from individual donors)
🔵 Sen. Jon Ossoff: $10.2M (97%)
🔵 AOC: $9.6M (100%)
🔵 Sen. Chris Murphy: $8.0M (100%)
🔵 Sen. Mark Kelly: $3.9M (100%)
🔵 Rep. Ro Khanna: $3.6M (100%)
🔵 Rep. Hakeem Jeffries: $3.0M (86%)
🔵 Rep. Raja Krishnamoorthi: $2.9M (91%)
🔴 Rep. Steve Scalise: $2.6M (61%)
🔴 Sen. Thom Tillis: $2.0M (54%)
🔴 Rep. John James: $2.0M (76%)
🔵 Sen. Mark Warner: $1.9M (73%)
🔵 Rep. Jasmine Crockett: $1.7M (98%)
🔴 Rep. Tom Emmer: $1.4M (97%)
🔵 Sen. Elizabeth Warren: $1.3M (100%)
🔴 Rep. Andy Barr: $1.3M (42%)

Note that this only includes principal campaign committees.

You can track fundraising data on Quiver, or follow here for updates.
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