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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.
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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 tweet
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Investing visuals
$ISRG is reporting earnings tomorrow. This is how the leader in robotics assisted healthcare makes money 💵 https://t.co/8by8xQ4qwf
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$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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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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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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The Kobeissi Letter
BREAKING: The S&P 500’s losses accelerate and now exceed -3% on the day. https://t.co/nL9JOtjlwR
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BREAKING: The S&P 500’s losses accelerate and now exceed -3% on the day. https://t.co/nL9JOtjlwR
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 tweet
Offshore
Photo
The Kobeissi Letter
RT @TKL_Adam: What we're watching:
Selling pressure is still "orderly" here, with the Volatility Index, $VIX, at a modest ~35.
We are not seeing capitulation yet. https://t.co/l36kTAZlkc
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RT @TKL_Adam: What we're watching:
Selling pressure is still "orderly" here, with the Volatility Index, $VIX, at a modest ~35.
We are not seeing capitulation yet. https://t.co/l36kTAZlkc
tweet