Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 officially turns green on the day, erasing its -120 point decline. https://t.co/5P4GplvrYz
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BREAKING: The S&P 500 officially turns green on the day, erasing its -120 point decline. https://t.co/5P4GplvrYz
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Offshore
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Stock Analysis Compilation
Conestoga on Procore Technologies, Inc. $PCOR US
Thesis: Procore Technologies, Inc. (PCOR) is a leading cloud-based construction management software company experiencing strong growth and improving operating margins in an underpenetrated market.
(Extract from their Q4 letter) https://t.co/bofyqPYDoG
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Conestoga on Procore Technologies, Inc. $PCOR US
Thesis: Procore Technologies, Inc. (PCOR) is a leading cloud-based construction management software company experiencing strong growth and improving operating margins in an underpenetrated market.
(Extract from their Q4 letter) https://t.co/bofyqPYDoG
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Offshore
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The Kobeissi Letter
Truly incredible:
Heavy selling pressure returns moments after stocks turn green.
The Nasdaq just fell -200 points in 8 minutes without any headlines.
Volatility is an understatement. https://t.co/vhIpgdGUbL
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Truly incredible:
Heavy selling pressure returns moments after stocks turn green.
The Nasdaq just fell -200 points in 8 minutes without any headlines.
Volatility is an understatement. https://t.co/vhIpgdGUbL
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Offshore
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The Kobeissi Letter
BREAKING: The Nasdaq accelerates its decline and has
now erased -400 points in 27 minutes.
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BREAKING: The Nasdaq accelerates its decline and has
now erased -400 points in 27 minutes.
Truly incredible:
Heavy selling pressure returns moments after stocks turn green.
The Nasdaq just fell -200 points in 8 minutes without any headlines.
Volatility is an understatement. https://t.co/vhIpgdGUbL tweet
Offshore
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App Economy Insights
$CRWD CrowdStrike Q4 FY25:
📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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$CRWD CrowdStrike Q4 FY25:
📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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Offshore
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The Kobeissi Letter
What just happened?
Between 3:25 PM ET and 3:52 PM ET, the S&P 500 fell -105 POINTS without any major headlines.
This crash erased -$875 BILLION of market cap, or a whopping -$32.4 billion PER MINUTE.
Did we just witness the biggest bull trap of 2025?
(a thread) https://t.co/nYcSukWmDr
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What just happened?
Between 3:25 PM ET and 3:52 PM ET, the S&P 500 fell -105 POINTS without any major headlines.
This crash erased -$875 BILLION of market cap, or a whopping -$32.4 billion PER MINUTE.
Did we just witness the biggest bull trap of 2025?
(a thread) https://t.co/nYcSukWmDr
tweet