⁠The Kobeissi Letter
BREAKING: Nvidia shares, $NVDA, fall over -3% as Huawei prepares mass shipments of its advanced 910C AI chip for Chinese customers as early as next month.

Just last week, the US restricted exports of Nvidia's H20 chip to China.

Huawei is looking to steal Nvidia's market share in China.
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⁠The Kobeissi Letter
BREAKING: Nasdaq futures extend losses to over -1.6% with S&P 500 futures now down -250 points from last week’s high. https://t.co/WlLJky8vrz
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⁠The Kobeissi Letter
BREAKING: The 10Y Note Yield surges back above 4.40% as equity futures fall sharply. https://t.co/XvgnjlcI8J
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⁠Finding Compounders
This is Warren Buffett’s offer letter to Rose Blumkin for Berkshire to purchase 90% of Nebraska Furniture Mart in 1983. https://t.co/Na4wx6f0C6
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⁠The Kobeissi Letter
BREAKING: Morgan Stanley says President Trump's trade war has created "COVID-level uncertainty" for investors and corporations.
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⁠The Kobeissi Letter
BREAKING: Japan's Prime Minister Ishiba says Japan won't just keep conceding in US tariff talks, per Bloomberg.

“If Japan concedes everything, we won’t be able to secure our national interest,” Ishiba said.

The market is now realizing a Japan deal is distant at best.
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⁠The Kobeissi Letter
BREALING: President Trump calls for "preemptive [rate] cuts" and claims "there is virtually no inflation."

Trump is now calling Fed Chair Powell "Mr. Too Late." https://t.co/I3sBD0b6RI
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⁠Investing visuals
$TSLA is reporting earnings tomorrow. This is how $TSLA stacks up against $BYD 👇 https://t.co/Jl2Edy5bXu
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⁠Quiver Quantitative
Look at this.

Marjorie Taylor Greene bought Dollar General stock shortly before the tariffs were announced.

It was her first time ever buying the stock.

It has now risen 30% since then, while the market has fallen 11%. https://t.co/J0uCtkKoh9
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