⁠The Kobeissi Letter
Sunday night update:

Futures are red across the board despite no new tariff headlines over the last 72 hours.

And, it's officially Fed interest rate decision week.

We have a big week ahead. https://t.co/else8ucEhN
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⁠The Kobeissi Letter
BREAKING: President Trump is set to speak with Putin regarding a Ukraine peace deal with a potential announcement on Tuesday, per Bloomberg.

Trump says there is "a very good chance" for a deal. https://t.co/5aahZRzFv3
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⁠Alvin
Okay https://t.co/o7pOrr46IW

Show me your control centre https://t.co/rETZfOICrP - Holly - I like tech
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⁠Finding Compounders
As time horizons grew , equity losses plummeted .

Stay focused on the long term!!

Source: Bank of America Global Research https://t.co/hwHsmmB18c
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AkhenOsiris
Long: ALAB

Short: UBER

Back for Round 2:

⚡️TMTB Bi-Monthly Pair Trade Challenge ⚡️

Winner gets: A TMTB Pro sub ($1,500 value) OR $500 cash*

Rules:
1. Pick one equity long and one short before MIDNIGHT tonight. Quote-tweet this thread with your entry.
2. Company has to be a TMT (Tech Media Telecom) stock with >$10B market cap. No ETFs allowed. I have final say if entry qualifies.
3. Performance will be calculated in the period from the close on 3/14/25 to the close of 3/28/25.

*Cash will transferred via USDC. TMTB Pro sub prize only available to new subs.

Bonus points if you write a quick line or two of why you think your trade will work

My entry: L $MU / S $EXPE

$MU NAND/DRAM prices on the rise. HBM shipments ramp in Q2. Last Q of bad #s this week. Very good r/r. AI semis safer place to given consumer weakness. Still think $14+ EPS in on the table

$EXPE cheap, down a lot, and decent story but think should underperform as long as consumer headwinds remain - TMT Breakout
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⁠Alvin
I think that the Xiaomi 15 Ultra is a great cameraphone, but it's not for everyone... Especially for those who prefer the more effortless ways to capture photos.

Here's an example 👇
• Left photo: Xiaomi 15 Ultra
• Right photo: Galaxy S25 Ultra

Both taken using the auto mode, 5x Zoom.
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⁠Hidden Value Gems
Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers.

🧵👇

BASF
✅A major German chemical company, with a share price down 50% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex

✅However, it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets.

✅A recently completed €10bn project in China is poised to add to FCF, suggesting that the company is going through a trough in earnings and cash flow.

✅ The company targets €10-12bn EBITDA in 2028 and cumulative FCF of €12bn over 2025-28bn (current mkt cap - €47bn).

1/5

$BAS.DE $BASFY
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⁠Hidden Value Gems
In case you are doing due diligence on Roko AB, a serial acquirer co-founded by Fredrik Karlsson, a former CEO of Lifco.

Here is a free interview with InPractice (2023).

#ROKO $ROKO-B.ST

https://t.co/pygmyaBQxA
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⁠Alvin
I noticed that the Xiaomi 15 Ultra has a downgraded audio quality when using its dual stereo speakers.

They have removed the top speaker on the 15 Ultra, so the earpiece now also functions as a speaker.

These were separate on the 14 Ultra, as can be seen by the holes on the phone's top side (the Xiaomi 15 Ultra does not have these).

This may have been overlooked, and should not negatively affect audio quality—but only if they implemented a solution to maintain or improve it.

Below 👇
• Left: Xiaomi 14 Ultra
• Right: Xiaomi 15 Ultra
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⁠Finding Compounders
Steve Job’s no nonsense email to Adobe CEO Bruce Chizen https://t.co/6f6nC7SXr0
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⁠Alvin
I compared the camera performance of the Xiaomi 15 Ultra and vivo X200 Pro, and then some guy replied "so the S25 Ultra is the best."

Bruh.
No.
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