⁠App Economy Insights
$TSLA Tesla Q1 FY25:

• Revenue -9% Y/Y to $19.3B ($2.1B miss).
• Gross margin 16% (-1pp Y/Y).
• Operating margin 2% (-3pp Y/Y).
• Capex -46% Y/Y to $1.5B.
• Free cash flow $0.6B.
• Non-GAAP EPS $0.27 ($0.15 miss). https://t.co/iJbZmIb9CH
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⁠Dimitry Nakhla | Babylon Capital®
For the Intuitive Surgical lovers $ISRG

Rev: $2.25B vs $2.19B est✅ | +19% YoY
EPS: $1.81 vs $1.72 est ✅ | +21% YoY

Solid, however..

At nearly 60x, $ISRG shareholders have 0 margin of safety &..

$JNJ new robotic surgical machine, OTTAVA, will pressure $ISRG in years to come https://t.co/RUNMLw6uzF
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⁠The Kobeissi Letter
BREAKING: The FDA announces it will begin phasing out all petroleum-based food dyes from US foods at Robert F Kennedy Jr’s direction.
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⁠Finding Compounders
Warren Buffett once said that the difference between successful people and really successful people, is that really successful people say “No” to almost everything

Warren and Charlie go through their investment filters in this video https://t.co/TQSdo2WMA5
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⁠The Kobeissi Letter
BREAKING: President Trump says tariffs on China won’t be as high as 145% and “will come down substantially, but won’t be zero.”
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⁠The Kobeissi Letter
BREAKING: President Trump says he has no intention of firing Fed Chair Powell.
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AkhenOsiris
Will Musk make any ever so slight reference to Peter Retarrdo on today's call?
- Yes
- No
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⁠The Kobeissi Letter
BREAKING: US stock market futures surge at the 6 PM ET open on Trump’s comments. https://t.co/vjwCPk41ZU
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⁠The Kobeissi Letter
Something doesn't add up here:

1. Trump on April 7th: Fed Chair Powell is "slow moving"

2. Bessent on April 14th: Trump Admin is thinking of successor to Powell

3. Trump on April 17th: Fed Chair Powell "will be out of there"

4. Trump on April 19th: "Studying" if he can fire Fed Chair Powell

5. Trump on April 21st: Fed Chair Powell is "a major loser"

6. Trump today: "No intention" to fire Fed Chair Powell

What changed today?
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⁠soken
RT @sherlock_hodles: crypto bros on their way to quit their job at Mcdonalds https://t.co/g8jsqPrKWs
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⁠soken
RT @OfAthenry: This guy just took the holy grail of leaks https://t.co/BtNukyf8VA
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