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Alvin
Android phone brands are taking their head start in making ultra-thin phones before the iPhone 17 Air.
We already saw a glimpse of the Galaxy S25 Edge last month, but now there's another one.
This is the Tecno Spark Slim (concept), to be launched at MWC 2025.
At just 5.75 mm thick, they managed to fit a 5200 mAh battery inside. That's thinner than a pencil.
You can charge the phone at a 45W speed, and it has a dual camera system on the rear side.
Even the camera housing design looks similar to the rumoured iPhone redesign (Pixel-esque shape).
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Android phone brands are taking their head start in making ultra-thin phones before the iPhone 17 Air.
We already saw a glimpse of the Galaxy S25 Edge last month, but now there's another one.
This is the Tecno Spark Slim (concept), to be launched at MWC 2025.
At just 5.75 mm thick, they managed to fit a 5200 mAh battery inside. That's thinner than a pencil.
You can charge the phone at a 45W speed, and it has a dual camera system on the rear side.
Even the camera housing design looks similar to the rumoured iPhone redesign (Pixel-esque shape).
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Offshore
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The Kobeissi Letter
BREAKING: President Trump is considering ending all ongoing military aid to Ukraine after today’s events, per the Washington Post. https://t.co/Hp7ST2gUxs
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BREAKING: President Trump is considering ending all ongoing military aid to Ukraine after today’s events, per the Washington Post. https://t.co/Hp7ST2gUxs
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Quiver Quantitative
Rheinmetall (German defense contractor) stock has now risen 88% since we posted this report.
Up another 4% today after the meeting between Trump and Zelenskyy. https://t.co/z6crp0Bt0Z
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Rheinmetall (German defense contractor) stock has now risen 88% since we posted this report.
Up another 4% today after the meeting between Trump and Zelenskyy. https://t.co/z6crp0Bt0Z
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The Kobeissi Letter
BREAKING: U.S. Defense Secretary Pete Hegseth warns of potential military action in Mexico if the country fails to meet President Trump's border demands, per WSJ. https://t.co/yERBAxbp3P
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BREAKING: U.S. Defense Secretary Pete Hegseth warns of potential military action in Mexico if the country fails to meet President Trump's border demands, per WSJ. https://t.co/yERBAxbp3P
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Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on Parsons Corporation $PSN US
Thesis: Parsons Corporation is a leading disruptive technology provider well-positioned to benefit from increasing defense and infrastructure spending despite recent market uncertainties.
(Extract from their Q4 letter)
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Artisan US Small Cap Growth Strategy on Parsons Corporation $PSN US
Thesis: Parsons Corporation is a leading disruptive technology provider well-positioned to benefit from increasing defense and infrastructure spending despite recent market uncertainties.
(Extract from their Q4 letter)
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Offshore
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Alvin
I already know the pricing of the entire Xiaomi 15 Series in Indonesia, and I'm 100% sure you guys are going to love it. 😌
Yes, both the Xiaomi 15 and 15 Ultra.
Samsung should really be afraid this time, lol. https://t.co/sdHmpv5joq
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I already know the pricing of the entire Xiaomi 15 Series in Indonesia, and I'm 100% sure you guys are going to love it. 😌
Yes, both the Xiaomi 15 and 15 Ultra.
Samsung should really be afraid this time, lol. https://t.co/sdHmpv5joq
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Offshore
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The Kobeissi Letter
BREAKING: Ukrainian President Zelenskyy says he would not go back to the White House, even if he could. https://t.co/4POqobDrNI
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BREAKING: Ukrainian President Zelenskyy says he would not go back to the White House, even if he could. https://t.co/4POqobDrNI
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App Economy Insights
RT @EconomyApp: $NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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RT @EconomyApp: $NVDA Jensen Huang says AI is just getting started.
What we learned from NVIDIA's Q4 FY25:
💰 Blackwell: $11B, fastest ramp ever.
🧠 AI reasoning: Requires 100x more compute.
🦾 Enterprise AI: Poised to outgrow hyperscalers.
📊 Full breakdown 👇
https://t.co/hKsR1yLdbj
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Capital Employed
RT @capitalemployed: 49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/bB7QQFBa3n https://t.co/XWENmYa03c
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RT @capitalemployed: 49 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/bB7QQFBa3n https://t.co/XWENmYa03c
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