Offshore
Photo
Stock Analysis Compilation
Artisan US Small Cap Growth Strategy on Flowserve $FLS US
Thesis: Flowserve is a leading provider of fluid motion and control products poised to benefit from rising natural gas production and increased oil production demands due to regulatory changes.
(Extract from their Q4 letter)
tweet
Artisan US Small Cap Growth Strategy on Flowserve $FLS US
Thesis: Flowserve is a leading provider of fluid motion and control products poised to benefit from rising natural gas production and increased oil production demands due to regulatory changes.
(Extract from their Q4 letter)
tweet
The Kobeissi Letter
Current situation:
1. The S&P 500 is falling like a global trade war has begun
2. Oil prices are falling like we are heading into a recession
3. Gold prices are rising like inflation is on the rise
4. Bond prices are rising like inflation is declining
5. Crypto is falling like risk appetite has collapsed
6. Tech stocks are falling like DeepSeek is back
Are you ready for the most volatile market in history?
tweet
Current situation:
1. The S&P 500 is falling like a global trade war has begun
2. Oil prices are falling like we are heading into a recession
3. Gold prices are rising like inflation is on the rise
4. Bond prices are rising like inflation is declining
5. Crypto is falling like risk appetite has collapsed
6. Tech stocks are falling like DeepSeek is back
Are you ready for the most volatile market in history?
tweet
Offshore
Photo
The Kobeissi Letter
BREAKING: The Volatility Index, $VIX, surges more than +22% on the day following Trump's tariff announcements.
It's now up +60% since February 14th. https://t.co/4FOeronQ7M
tweet
BREAKING: The Volatility Index, $VIX, surges more than +22% on the day following Trump's tariff announcements.
It's now up +60% since February 14th. https://t.co/4FOeronQ7M
Something is happening:
The Volatility Index, $VIX, just surged above 20 for its 6th STRAIGHT day.
Since February 14th, the Volatility Index is now up +45% and the S&P 500 has seen near-daily swings of $500B+.
Are you ready for the era of volatility?
(a thread) https://t.co/kh3yp4JjVF tweet
Offshore
Photo
The Kobeissi Letter
This is incredible:
Nvidia is now BELOW its low seen after the DeepSeek drop on February 3rd.
Since February 18th, Nvidia has now erased -$730 BILLION of market cap.
Do not get comfortable in this market. https://t.co/zAAbCMmwG6
tweet
This is incredible:
Nvidia is now BELOW its low seen after the DeepSeek drop on February 3rd.
Since February 18th, Nvidia has now erased -$730 BILLION of market cap.
Do not get comfortable in this market. https://t.co/zAAbCMmwG6
Current situation:
1. The S&P 500 is falling like a global trade war has begun
2. Oil prices are falling like we are heading into a recession
3. Gold prices are rising like inflation is on the rise
4. Bond prices are rising like inflation is declining
5. Crypto is falling like risk appetite has collapsed
6. Tech stocks are falling like DeepSeek is back
Are you ready for the most volatile market in history? tweet
Offshore
Photo
Alvin
Samsung Display shows off some crazy new concepts at MWC 2025.
✅ Flexible Briefcase: this cabinbag unfolds into an 18.1" tablet
✅ Flex Gaming: a 7.2" gaming console with a foldable screen
✅ Next-gen OCF OLED panel that allows for a 5,000 nits peak brightness in a 10% window, while still being energy-efficient
✅ OLED Seamless Experience/Seamless Colour Studio: allows you to enjoy the same display quality across all your devices, from smartphones, tablets, laptops, to TVs
✅ Winning Edge lineup: world's first 27" 500 Hz QD-OLED monitor, 240 Hz OLED laptops, and a 15.6" OLED display
There are several other display panel concepts that they're showing off, but those are the most exciting ones so far.
tweet
Samsung Display shows off some crazy new concepts at MWC 2025.
✅ Flexible Briefcase: this cabinbag unfolds into an 18.1" tablet
✅ Flex Gaming: a 7.2" gaming console with a foldable screen
✅ Next-gen OCF OLED panel that allows for a 5,000 nits peak brightness in a 10% window, while still being energy-efficient
✅ OLED Seamless Experience/Seamless Colour Studio: allows you to enjoy the same display quality across all your devices, from smartphones, tablets, laptops, to TVs
✅ Winning Edge lineup: world's first 27" 500 Hz QD-OLED monitor, 240 Hz OLED laptops, and a 15.6" OLED display
There are several other display panel concepts that they're showing off, but those are the most exciting ones so far.
tweet