⁠The Kobeissi Letter
This is insane:

NEW data shows Washington DC home prices are now down -$146,500 since DOGE layoff discussions began.

Washington DC home prices are now at their LOWEST since January 2020, down -21% since November 2024.

What is happening? Let us explain.

(a thread) https://t.co/6OvAQlbYKo
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⁠Alvin
RT @sondesix: Crazy how the mid-range Galaxy A56, A36, and A26 already runs One UI 7, while Samsung's 1 year old flagship (Galaxy S24 Series) still runs One UI 6.1 💀 https://t.co/wzIEOQqqOr
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⁠Stock Analysis Compilation
Cooper Investors Endowment Fund on CSL Ltd $CSL AU

Thesis: CSL Ltd is a company with a strong growth outlook despite recent setbacks in its clinical pipeline, driven by robust product offerings and a shift in management focus toward capital returns.

(Extract from their Q4 letter)
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⁠The Kobeissi Letter
This is unusual:

24 hours ago, someone took $200,000,000 worth of Ethereum and Bitcoin longs on 50x leverage.

This meant even a 2% drop in Bitcoin would liquidate $200M.

Today, President Trump announced the US Crypto Reserve including BTC and ETH.

Did someone know? https://t.co/nktfVJWw5v

It's official:

President Trump has officially announced the US Strategic Crypto Reserve and Bitcoin is back above $94,000.

In just 3 hours, crypto markets have now added over +$300 BILLION of market cap on the news.

What's coming next? Let us explain.

(a thread) https://t.co/8jcIZjTSlT - The Kobeissi Letter
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⁠Alvin
RT @sondesix: Samsung Galaxy A56 is here!

📱 New camera island design
🪶 Thinner & lighter body (7.4 mm thick, 197 g weight)
⚒️ Gorilla Glass Victus+ for the front & back
💦 IP67 dust & water resistance rating
📸 50 MP 1/1.56" F/1.8 main camera + 12 MP F/2.2 ultra-wide lens + 5 MP F/2.4 macro lens
🤳 New 12 MP F/2.2 selfie camera
☀️ Larger and brighter 6.7" FHD+ OLED display, 120 Hz refresh rate, 1200 nits brightness (HBM)
🔋 5000 mAh battery
🔌 45W wired charging
👨‍💻 Android 15-based One UI 7
⏫ 6 years of OS and security updates
🔐 Samsung Knox Vault

Galaxy A56 is available in 4 colours:
✅ Awesome Pink
✅ Awesome Olive
✅ Awesome Graphite
✅ Awesome Lightgray

Pricing (8/128 GB variant):
• United States: $499
• United Kingdom: £499
• Europe: €479
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⁠Quiver Quantitative
Representative Mike Collins has been buying up a meme coin called "Ski Mask Dog" recently.

It's up 33% today, on the announcement of a U.S. Crypto Reserve. https://t.co/YLVtGxtXpO
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⁠Stock Analysis Compilation
Baron Discovery Fund on Brunello Cucinelli S.p.A. $BCW IM

Thesis: Brunello Cucinelli S.p.A. is a well-positioned luxury brand expected to achieve at least 10% annual revenue growth through store expansion, new product introductions, and price increases, making it resilient in uncertain economic conditions.

(Extract from their Q4 letter)
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