⁠App Economy Insights
☁️ CoreWeave IPO $CRWV

I spent hours reviewing the S-1 so you don't have to.
https://t.co/XjLsKwL9rN
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⁠Quiver Quantitative
JUST IN: Senator Cynthia Lummis is re-introducing the BITCOIN Act.

It would result in the US government buying up to 1 million Bitcoin.

This would be over $80B of purchases, at current prices. https://t.co/LBbndFruTd
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⁠The Kobeissi Letter
BREAKING: President Trump announces ADDITIONAL 25% tariffs on Steel and Aluminum coming to the US from Canada.

This brings tariffs on these goods up to a new high of 50%. https://t.co/NhFlbluEB2
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⁠The Investing for Beginners Podcast
Economic Value Added (EVA): https://t.co/akuSkOWVf4
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⁠Finding Compounders
Don’t Be a Yield Pid by Seth Klarman https://t.co/hDAVDnxNd3
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⁠The Kobeissi Letter
BREAKING: The Dow posts a -400 point reversal as President Trump announces new tariffs on Canada.

The S&P 500 is now less than 1% away from entering a correction. https://t.co/OCKsnEGLsP

BREAKING: President Trump announces ADDITIONAL 25% tariffs on Steel and Aluminum coming to the US from Canada.

This brings tariffs on these goods up to a new high of 50%. https://t.co/NhFlbluEB2 - The Kobeissi Letter
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⁠Investing visuals
$NVDA: a unique company, down 🔻28%, generating $22 Bln net income.

Just some facts. https://t.co/WoOaTmZe4J
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⁠The Kobeissi Letter
The case for a SHORT SQUEEZE:

Since February 19th, the S&P 500 has erased -$5 TRILLION in its most one-sided move since the 2022 bear market.

Total PUT option volumes have surged to a record 30+ MILLION contracts over the last 5 days.

Is a short squeeze coming?

(a thread) https://t.co/AutLiKW7Yh
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