⁠Dimitry Nakhla | Babylon Capital®
$NVDA is getting close to its lowest valuation in the past 5 years 💵

Are you buying? https://t.co/XiL42lZX8y
tweet

⁠App Economy Insights
RT @EconomyApp: Sneak peek at our February 2025 report (150+ visuals) 👀 https://t.co/NWf4RHFRN6
tweet

⁠The Kobeissi Letter
BREAKING: President Trump has halted all military aid to Ukraine, per Bloomberg. https://t.co/2OBbWbYp0f
tweet

⁠The Kobeissi Letter
This is absolutely insane:

At 9:30 AM ET today, the S&P 500 opened ~30 points higher and crypto hit its highest level of the trading session.

By 2:30 PM ET, the S&P 500 had lost -$1.5 trillion of market cap and crypto was down -$300 billion

That's -$1.8 TRILLION of lost market cap in ~5 hours.

In other words, between 9:30 AM and 2:30 PM, the S&P 500 and crypto lost $360 billion PER HOUR.

That's more than the entire market cap of Bank of America, $BAC, lost EVERY HOUR, on average.

We are witnessing history.

What just happened?

The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.

Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.

Here's exactly what you need to know.

(a thread) https://t.co/nQpKOlrihB - The Kobeissi Letter
tweet

⁠The Investing for Beginners Podcast
RT @IFB_podcast: 5 powerful ratios for value investors:

1. P/E Ratio
2. P/B Ratio
3. Debt to equity
4. Current ratio
5. Dividend yield

With these, we can screen for valuation, liquidity, debt, and dividend strength.

Examples:

$TXN
$TSM
$GOOG
$WSO
tweet

⁠The Kobeissi Letter
BREAKING: Honda has decided to produce its Honda Civic hybrid in the US to avoid tariffs, per Reuters.

Previously, Honda had plans to produce the car in Mexico which is now facing 25% tariffs. https://t.co/ex4Iiq4AGu

What just happened?

The Dow just went from being up +300 points at the open to falling as much as -1,100 points in hours.

Between 10:00 AM and 3:30 PM ET, the S&P 500 erased a whopping $1.5 trillion in market cap.

Here's exactly what you need to know.

(a thread) https://t.co/nQpKOlrihB - The Kobeissi Letter
tweet

⁠The Kobeissi Letter
What is happening with crypto?

Crypto markets are now worth -$100 billion LESS than they were prior to the US Crypto Reserve announcement.

Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.

Here's what you need to know.

(a thread) https://t.co/xlsqsnQKKd
tweet

⁠Capital Employed
Bonus Content: Cheap Under The Radar Stocks 🚨

9 decent companies trading at decent prices...

https://t.co/PG7KIRLTgH https://t.co/nZ0KlTCJiZ
tweet

⁠The Kobeissi Letter
We are seeing crypto's steepest selloff of 2025:

Over the last 24 hours, crypto markets are down -$460 billion from their highs.

This means that crypto investors have lost ~$19.1 billion PER HOUR for the last 24 hours STRAIGHT.

Are you buying the dip? https://t.co/CB7s7nnlYy

What is happening with crypto?

Crypto markets are now worth -$100 billion LESS than they were prior to the US Crypto Reserve announcement.

Over the last 24 hours, crypto has erased -$500 BILLION of market cap in a massive reversal.

Here's what you need to know.

(a thread) https://t.co/xlsqsnQKKd - The Kobeissi Letter
tweet