⁠Finding Compounders
RT @gainify_io: 🚨 Super busy earnings week ahead!

Here are just a few of the heavyweights dropping earnings this week:

Tue: $TSLA, $GE, $VZ, $MMM, $LMT, $SAP
Wed: $IBM, $T, $PM, $BA, $BSX
Thu: $GOOGL, $PG, $PEP, $UNP, $INTC
Fri: $ABBV, $AON, $CL, $HCA

🍿 Stay strapped in — this one’s packed.

📅 Track it all with live estimates on https://t.co/xCTAqGB6YJ
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⁠The Kobeissi Letter
BREAKING: The Dow’s losses extend to over -1,000 points on the day. https://t.co/NBjIeBd8BY

Where are the trade deals?

The S&P 500 has now erased -$2.5 TRILLION since the April 9th high after the 90-day tariff "pause."

While markets await trade deals, Japan just said they "won't just keep conceding" in US tariff talks.

Here's what's happening.

(a thread) https://t.co/gFSoMzrbrA - The Kobeissi Letter
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⁠Finding Compounders
So you want to be the next Warren Buffett? How’s your writing ?

By Mark Sellers https://t.co/nEoW8HkJ4Q
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⁠The Kobeissi Letter
You can't make this up:

The S&P 500 has now lost -$750 billion in market cap since Trump began calling Fed Chair Powell "Mr. Too Late" this morning. https://t.co/UstMRwNiTV
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⁠The Kobeissi Letter
TECH STOCKS TODAY:

1. Tesla, $TSLA: -7%
2. Nvidia, $NVDA: -6%
3. Broadcom, $AVGO: -4%
4. Meta, $META: -4%
5. Amazon, $AMZN: -4%
6. Robinhood, $HOOD: -3%
7. AMD, $AMD: -3%
8. Alphabet, $GOOGL: -3%
9. Microsoft: -2%
10. Palantir, $PLTR: -2%

The Nasdaq has officially re-entered bear market territory, now down -20% from its recent high.

Tech stocks need trade deals now.

Where are the trade deals?

The S&P 500 has now erased -$2.5 TRILLION since the April 9th high after the 90-day tariff "pause."

While markets await trade deals, Japan just said they "won't just keep conceding" in US tariff talks.

Here's what's happening.

(a thread) https://t.co/gFSoMzrbrA - The Kobeissi Letter
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⁠Investing visuals
$ISRG is reporting earnings tomorrow. This is how the leader in robotics assisted healthcare makes money 💵 https://t.co/8by8xQ4qwf
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⁠Finding Compounders
Aswath Damodaran lays down the misconceptions about Valuation https://t.co/gBkEM5wdVM
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⁠The Kobeissi Letter
BREAKING: Despite President Trump's calls for rate cuts, there is now an 85% chance of no rate cut occurring in May, per @Kalshi.

Fed Chair Powell most recently said he is "not in a hurry" to cut rates. https://t.co/gDOysEYNpP
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