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The Kobeissi Letter
BREAKING: President Trump says "I am finding it more difficult to deal with Ukraine, and they don't have the cards."
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BREAKING: President Trump says "I am finding it more difficult to deal with Ukraine, and they don't have the cards."
BREAKING: Russia is willing to discuss a temporary cease fire with Ukraine provided there is progress toward a final peace settlement, per Bloomberg. https://t.co/rx7DQ26tNF - The Kobeissi Lettertweet
Offshore
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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, falls below $108.00 for the first time since September 2024. https://t.co/4BiZwS59Tq
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BREAKING: Nvidia, $NVDA, falls below $108.00 for the first time since September 2024. https://t.co/4BiZwS59Tq
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Alvin
Just landed:
The Tactile Woven Case for the Galaxy S25 Ultra from PITAKA.
This Sunset colourway looks amazing. 🔥 https://t.co/nrfjzbMgZJ
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Just landed:
The Tactile Woven Case for the Galaxy S25 Ultra from PITAKA.
This Sunset colourway looks amazing. 🔥 https://t.co/nrfjzbMgZJ
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Alvin
Samsung's Bespoke AI Home Appliances are here!
Shop for your desired home appliances and get some special offers. 👇
https://t.co/y4BDczVE07
A little note:
Some of the discounts can reach 46% off or up to $1,800! https://t.co/RfTwHuklvd
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Samsung's Bespoke AI Home Appliances are here!
Shop for your desired home appliances and get some special offers. 👇
https://t.co/y4BDczVE07
A little note:
Some of the discounts can reach 46% off or up to $1,800! https://t.co/RfTwHuklvd
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App Economy Insights
RT @EconomyApp: $AVGO Broadcom Q1 FY25 (January quarter).
VMWare acquisition completed in late 11/2023.
• Revenue +25% Y/Y to $14.9B ($0.3B beat).
• Non-GAAP EPS $1.60 ($0.09 beat).
Q2 FY25 guidance:
• Revenue ~$14.9B ($0.3B beat).
• Adjusted EBITDA margin ~66%. https://t.co/jOFydCzYtY
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RT @EconomyApp: $AVGO Broadcom Q1 FY25 (January quarter).
VMWare acquisition completed in late 11/2023.
• Revenue +25% Y/Y to $14.9B ($0.3B beat).
• Non-GAAP EPS $1.60 ($0.09 beat).
Q2 FY25 guidance:
• Revenue ~$14.9B ($0.3B beat).
• Adjusted EBITDA margin ~66%. https://t.co/jOFydCzYtY
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Offshore
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The Kobeissi Letter
BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
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BREAKING: The S&P 500 has erased its intra-day decline and turned POSITVE on the day.
What a time to be a trader. https://t.co/dRPcMtIrDX
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