⁠Alvin
The search feature on One UI 7's Settings app is incredibly smart.

This is one of the reasons why I think Samsung's Galaxy AI is still the most robust mobile AI platform compared to what other brands have so far, including Apple. https://t.co/QfaZ2wuIHF
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⁠The Kobeissi Letter
China is in a deflationary spiral:

China’s consumer prices fell -0.7% year-over-year in February.

China's Core CPI inflation decreased by -0.1%, the second monthly decline in over 15 years.

This follows a GDP deflator drop of -0.8% in Q4 2024, the 7th consecutive quarter of falling prices, in-line with the 1990s streak.

China's GDP deflator is now on track for its longest period of declines since the 1960s.

This comes as spending remains weak as the property crisis undermined consumer confidence which also forced firms to mark down prices to attract buyers.

China cannot get rid of deflation.
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⁠The Kobeissi Letter
BREAKING: A federal judge has banned @DOGE from accessing personally identifiable information from the Social Security Administration, per CNBC. https://t.co/dKjHQNajzX
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⁠Stock Analysis Compilation
Horizon Kinetics on Texas Pacific Land $TPL US

Thesis: TPL is a potentially undervalued investment due to unrealized revenues from natural gas production that will increase as pipeline capacity improves.

(Extract from their Q4 letter) https://t.co/KqOWtCCNsZ
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⁠App Economy Insights
$NKE Nike Q3 FY25 (ending Feb. 2025).

• Revenue -9% Y/Y to $11.3B ($240M beat).
• GAAP EPS $0.54 ($0.26 beat).
• Inventory -2% Y/Y to $7.5B.
• Wholesale -7% Y/Y to $6.2B.
• Direct revenue -12% Y/Y to $4.7B. https://t.co/sGr3oQDTrg
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Novo Nordisk stock trades near its lowest valuation in the last 5 years, almost hitting its bottom at the peak of pessimism during the 2020 stock market crash

This is despite strong double-digit EPS growth estimates through 2027

$NVO https://t.co/wGdJpfsVO3
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⁠Alvin
RT @sondesix: Apple (Probably): Symmetry is good and it symbolises quality.

Samsung: https://t.co/v55lEuEsz8
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⁠The All-In Podcast
🇺🇸 all-in takes dc part 2!

@chamath and @friedberg sit down with @CommerceGov secretary @howardlutnick for another long-form interview 🔥

-- insights from running trump's transition team

-- creating @DOGE with @elonmusk

-- fixing gdp

-- tariff strategy

-- how to sell 1m+ trump cards

-- government software strategies

++ much, much more

(0:00) chamath and friedberg welcome commerce secretary howard lutnick!

(1:10) howard describes his 30+ year relationship with president trump and his road from business to politics

(14:44) running trump's transition team, doge origin story, what it's like working for trump

(38:01) balancing the budget and fixing gdp

(52:21) tariff history and strategy, global trade

(1:10:34) trump cards, building better government software, ai thoughts

(1:22:49) sovereign wealth fund strategy

(1:37:16) how his family reacted to his new role
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⁠The Kobeissi Letter
You can't make this up:

DoorDash, $DASH, is now allowing customers to FINANCE their food delivery orders.

This comes as US credit card debt hit a RECORD $1.2 trillion and $2+ trillion of excess savings have been depleted.

Are we in a consumer debt bubble?

(a thread) https://t.co/9xlX5Jjn9f
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