⁠Finding Compounders
Taxonomy of Moats

Source : Jerry Neumann https://t.co/XKRnftJ09v
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⁠Investing visuals
The AI data center market is expected to reach $1 trillion by 2030.

Here’s a great overview of key players like $NVDA, $AMD, $TSM and $AVGO.

H/T @IvanaSpear https://t.co/XrvREWqRT3
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⁠soken
would you do this job for 10 BTC

Somewhere in China 😳 https://t.co/zx4fKTclql - More Crazy Clips
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⁠The Kobeissi Letter
BREAKING: The White House press secretary says “there will be no unilateral reduction in tariffs against China.”

Trump is putting the ball in China’s court.
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⁠The Kobeissi Letter
BREAKING: President Trump will speak at 5 PM ET today, likely regarding recent tariff developments.
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⁠The Kobeissi Letter
The 10Y Note Yield has turned green in a massive intraday reversal.

We are back above 4.40% as tariff headlines contradict each other, once again. https://t.co/0EC6UQFhdT
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