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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
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Offshore
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โ Dimitry Nakhla | Babylon Capitalยฎ Lam Research $LRCX Q3 Earnings Report๐ŸŽฏ Rev: $4.72B vs $4.59B estโœ… | +24% YoY EPS: $1.04 vs $0.98 est โœ… | +33% YoY Q4 Guidance โฌ†๏ธ Rev: $5.00B est (+/- $300M) EPS: $1.20 est (+/- $0.10) https://t.co/BYYvCiYITK A qualityโ€ฆ
๐๐ฏ๐ข๐œ๐ž ๐ญ๐จ ๐ฆ๐ž๐ž๐ญ ๐ญ๐ก๐ž ๐ฌ๐ฉ๐ž๐œ๐ข๐Ÿ๐ข๐œ ๐ง๐ž๐ž๐๐ฌ ๐จ๐Ÿ ๐š๐ง๐ฒ ๐ข๐ง๐๐ข๐ฏ๐ข๐๐ฎ๐š๐ฅ ๐จ๐ซ ๐ฌ๐ข๐ญ๐ฎ๐š๐ญ๐ข๐จ๐ง. ๐๐š๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž ๐จ๐Ÿ ๐Ÿ๐ฎ๐ญ๐ฎ๐ซ๐ž ๐ซ๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ.

๐ˆ๐ง๐Ÿ๐จ๐ซ๐ฆ๐š๐ญ๐ข๐จ๐ง ๐œ๐จ๐ง๐ญ๐š๐ข๐ง๐ž๐ ๐ข๐ง ๐ญ๐ก๐ข๐ฌ ๐ญ๐ฐ๐ž๐ž๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐จ๐›๐ญ๐š๐ข๐ง๐ž๐ ๐Ÿ๐ซ๐จ๐ฆ ๐ฌ๐จ๐ฎ๐ซ๐œ๐ž๐ฌ ๐›๐ž๐ฅ๐ข๐ž๐ฏ๐ž๐ ๐ญ๐จ ๐›๐ž ๐ซ๐ž๐ฅ๐ข๐š๐›๐ฅ๐ž, ๐›๐ฎ๐ญ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ ๐ฎ๐š๐ซ๐š๐ง๐ญ๐ž๐ž๐ ๐š๐ฌ ๐ญ๐จ ๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž๐ง๐ž๐ฌ๐ฌ ๐จ๐ซ ๐š๐œ๐œ๐ฎ๐ซ๐š๐œ๐ฒ. - Dimitry Nakhla | Babylon Capitalยฎ tweet
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โ The Kobeissi Letter
BREAKING: Auto stocks rise as the Financial Times reports that President Trump will be exempting carmakers from some US tariffs. https://t.co/AWSVGOsoou
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โ The Kobeissi Letter
Daily S&P 500 returns depending on which Trump Administration official is speaking. https://t.co/XgGGr0vXTv
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โ Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: Moodyโ€™s $MCO Q1 Earnings Report๐ŸŽฏ

Rev: $1.92B vs $1.88B estโœ… | +8% YoY
EPS: $3.83 vs $3.54 est โœ… | +14% YoY https://t.co/SFFsKYeoXu
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โ The Kobeissi Letter
BREAKING: President Trump says on China's 145% tariff:

"I haven't brought it down, I said it's a high tariff, but I haven't brought it down."

Trump reiterates that if a deal is not made, tariffs will be set.
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โ The Kobeissi Letter
BREAKING: President Trump says he has not called Fed Chair Powell, but he "might call him because he's keeping rates too high."
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โ The Kobeissi Letter
BREAKING: President Trump says 25% tariffs on Canada could go up.
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โ The Kobeissi Letter
BREAKING: President Trump says he is NOT considering changes to automobile and auto part tariffs.

Just 1 hour ago, FT reported that President Trump will be exempting carmakers from some US tariffs.

Auto stocks have gone from green to red after hours.
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โ The Kobeissi Letter
BREAKING: Stock market futures open lower following Trumpโ€™s 5 PM ET press conference.

Little clarity was provided regarding the China tariff situation. https://t.co/mTEcJd3wOj
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โ Quiver Quantitative
JUST IN: Trump has said that the proposed millionaire tax would cause many of them to leave the country. https://t.co/QuijLD7YsR
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โ Finding Compounders
Bruce Greenwaldโ€™s lists the Value Investing Process. https://t.co/eiUSrCpbIA
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