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App Economy Insights
$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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$META Meta is testing its own AI training chip.
Built with TSMC, the custom silicon could help Meta cut costs and reduce reliance on NVIDIA.
If the test is successful, Meta may scale production. https://t.co/SynhycrSQo
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The Investing for Beginners Podcast
$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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$NFLX is the perfect illustration of:
• Great CEO
• Smart, timely acquisitions
• Product innovation and iteration
h/t @Quartr_App for the great graphic https://t.co/UuMED0MePc
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Stock Analysis Compilation
Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
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Alger Mid Cap Focus Fund on Heico $HEI US
Thesis: Heico is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
(Extract from their Q4 letter)
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Finding Compounders
The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
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The Key to Successful Investing by Giverny Capital
François Rochon runs Giveryn Capital which has returned 15.7% annually since 1993. https://t.co/I5J712uHgk
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Alvin
There's a major change in the recent apps interface of OPPO and OnePlus phones on the latest builds of ColorOS 15 and OxygenOS 15.
Before • After
Sadly, they have removed the scrollable recent apps list above the "Clear all" or "Close" button on the newer version.
That's one of the things about OPPO, OnePlus, and realme phones that I found very useful. Their signature for years.
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There's a major change in the recent apps interface of OPPO and OnePlus phones on the latest builds of ColorOS 15 and OxygenOS 15.
Before • After
Sadly, they have removed the scrollable recent apps list above the "Clear all" or "Close" button on the newer version.
That's one of the things about OPPO, OnePlus, and realme phones that I found very useful. Their signature for years.
tweet
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The Kobeissi Letter
WOW.
Canada has threatened to SHUT OFF electricity to part of the US after Trump raised tariffs to 50% on aluminum and steel.
In response, Trump says Canada "will pay a financial price so big that it will be read about in History Books."
Buckle up. https://t.co/Cnzb4pLysv
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WOW.
Canada has threatened to SHUT OFF electricity to part of the US after Trump raised tariffs to 50% on aluminum and steel.
In response, Trump says Canada "will pay a financial price so big that it will be read about in History Books."
Buckle up. https://t.co/Cnzb4pLysv
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The Kobeissi Letter
A trade war electricity blackout?
Ontario Premier Doug Ford just now: “If the US escalates, I will not hesitate to shut the electricity off completely.”
This comes just minutes after President Trump DOUBLED tariffs on steel and aluminum to the US from Canada, to 50%.
The US imported 27,220,531 megawatt hours of electricity from Canada in 2024.
Over 1.5 MILLION US households are currently at risk of losing electricity.
The trade war has escalated to a new level, now threatening electricity for millions.
Buckle up.
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A trade war electricity blackout?
Ontario Premier Doug Ford just now: “If the US escalates, I will not hesitate to shut the electricity off completely.”
This comes just minutes after President Trump DOUBLED tariffs on steel and aluminum to the US from Canada, to 50%.
The US imported 27,220,531 megawatt hours of electricity from Canada in 2024.
Over 1.5 MILLION US households are currently at risk of losing electricity.
The trade war has escalated to a new level, now threatening electricity for millions.
Buckle up.
WOW.
Canada has threatened to SHUT OFF electricity to part of the US after Trump raised tariffs to 50% on aluminum and steel.
In response, Trump says Canada "will pay a financial price so big that it will be read about in History Books."
Buckle up. https://t.co/Cnzb4pLysv tweet
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Photo
The Kobeissi Letter
BREAKING: The S&P 500 falls to a new low of 2025 as Canada threatens to shut down electricity supply to 1.5 million American households.
This is in response to Trump's latest 50% tariffs on aluminum and steel.
The S&P 500 is 10 points away from entering correction territory. https://t.co/SQ1QkjONQS
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BREAKING: The S&P 500 falls to a new low of 2025 as Canada threatens to shut down electricity supply to 1.5 million American households.
This is in response to Trump's latest 50% tariffs on aluminum and steel.
The S&P 500 is 10 points away from entering correction territory. https://t.co/SQ1QkjONQS
tweet