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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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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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The Investing for Beginners Podcast
Earnings Yield: https://t.co/6KUf1eC2wx
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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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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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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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Dimitry Nakhla | Babylon Capital®
Just in case you missed it $EFX 🧵👇🏽 https://t.co/y3in9Hhtud

1/11 $EFX has been going through a silent business transformation

Equifax’s earnings potential is set to soar with an estimated EPS CAGR of >18% from 2025-2027

Here’s why $EFX is a stock you should have on your watchlist 🧵 https://t.co/RiFtVlzOf6
- Dimitry Nakhla | Babylon Capital®
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Finding Compounders
Book : Memos from the Chairman

https://t.co/wjNhKXMuEL https://t.co/VqwirIJKPP
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