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The Kobeissi Letter
The S&P 500 is down -4.9% year-to-date and sentiment is as if we are in a full-on recession.
What happens if we fall -20% or more? https://t.co/zgvYv2k1Tb
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The S&P 500 is down -4.9% year-to-date and sentiment is as if we are in a full-on recession.
What happens if we fall -20% or more? https://t.co/zgvYv2k1Tb
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Offshore
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The Kobeissi Letter
BREAKING: Elon Musk says xAI has acquired X in an all-stock transaction which values xAI at $80 billion and X at $33 billion. https://t.co/rSRwnRrCle
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BREAKING: Elon Musk says xAI has acquired X in an all-stock transaction which values xAI at $80 billion and X at $33 billion. https://t.co/rSRwnRrCle
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AkhenOsiris
AI Stocks, Hypothetical Top Indicators (please add):
- @dylan522p appearance on @joeroganhq
- Perplexity IPO
- Increasing Masayoshi Son involvement (😱)
- Coreweave IPO (😱)
Fuck, the last two are happening...
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AI Stocks, Hypothetical Top Indicators (please add):
- @dylan522p appearance on @joeroganhq
- Perplexity IPO
- Increasing Masayoshi Son involvement (😱)
- Coreweave IPO (😱)
Fuck, the last two are happening...
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AkhenOsiris
There was a time and place when TSLA would rip 10% on this. 2021 was that fucked up 😂
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There was a time and place when TSLA would rip 10% on this. 2021 was that fucked up 😂
*MUSK: XAI BUYS X IN DEAL THAT VALUES XAI AT $80B, X AT $33B - *Walter Bloombergtweet
Offshore
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AkhenOsiris
RT @neilksethi: BoA (Hartnett): "DeepSeek, DOGE, Trump geopolitics big drivers in Q1, but US tariffs set to jump from 2% to 8% of imports (Chart 3); we expect Trump underplays not overplays April 2nd to avoid 2nd wave US inflation; [NFP on] April 4th more important to set April direction…soft landing 100-200k payroll = no recession = recent SPX 5.5k low holds (US retail/homebuilding stocks bounce); hard landing <100k payroll = spx to new lows in april, taking global stocks, banks, credit down (kick-starts big trump pivot to tax cuts)."
"most faq is 'what stops doge & tariff shock therapy?' (a: inflation jump in bond yields, lower trump approval, gop house losses, jump in unemployment in pa, wi, mi)"
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RT @neilksethi: BoA (Hartnett): "DeepSeek, DOGE, Trump geopolitics big drivers in Q1, but US tariffs set to jump from 2% to 8% of imports (Chart 3); we expect Trump underplays not overplays April 2nd to avoid 2nd wave US inflation; [NFP on] April 4th more important to set April direction…soft landing 100-200k payroll = no recession = recent SPX 5.5k low holds (US retail/homebuilding stocks bounce); hard landing <100k payroll = spx to new lows in april, taking global stocks, banks, credit down (kick-starts big trump pivot to tax cuts)."
"most faq is 'what stops doge & tariff shock therapy?' (a: inflation jump in bond yields, lower trump approval, gop house losses, jump in unemployment in pa, wi, mi)"
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The All-In Podcast
🚨🚨🚨 pod up
@GavinSBaker is BACK!
he joins the besties to discuss:
-- the ai cold war: usa 🇺🇸 vs china 🇨🇳
-- m&a bounceback
-- @coreweave ipo
-- the endgame for tariffs
-- signalgate
-- el salvador deportations
(0:00) the besties welcome gavin baker!
(1:20) @nvidia balance sheet questions, @coreweave ipo, m&a/ipo bounce back
(16:22) us vs china in ai: manus, china building its own nvidia, and more
(28:37) the administration's endgame for tariffs
(53:05) signalgate: context and fallout
(1:09:42) el salvador deportations
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🚨🚨🚨 pod up
@GavinSBaker is BACK!
he joins the besties to discuss:
-- the ai cold war: usa 🇺🇸 vs china 🇨🇳
-- m&a bounceback
-- @coreweave ipo
-- the endgame for tariffs
-- signalgate
-- el salvador deportations
(0:00) the besties welcome gavin baker!
(1:20) @nvidia balance sheet questions, @coreweave ipo, m&a/ipo bounce back
(16:22) us vs china in ai: manus, china building its own nvidia, and more
(28:37) the administration's endgame for tariffs
(53:05) signalgate: context and fallout
(1:09:42) el salvador deportations
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Offshore
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The All-In Podcast
M&A and IPOs are Back 🔥
On E221, @Jason and @GavinSBaker discussed the current state of dealmaking with a pro-M&A administration taking over.
@Jason:
"I mean, M&A with Wiz and now CoreWeave going public, the Wrath of Lina Khan is over."
"We gotta give the administration a lot of credit for maybe removing the roadblocks to M&A and IPOs, or at least people perceive that."
"So I don't know if perception becomes reality here, but it does seem like M&A is a bit on fire."
@GavinSBaker:
"CoreWeave bought Weights & Biases, which I think is a really interesting acquisition for them that kind of further differentiates them and maybe de-commodifies them a little bit."
"There have been quite a few acquisitions by big companies of smaller companies in the last month, and I think because none of the companies that have been bought have been public maybe it's flying a little under the radar, but it's happening in an accelerating way."
"And I think this would be very good for the market, and animal spirits, and everything that we care about."
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M&A and IPOs are Back 🔥
On E221, @Jason and @GavinSBaker discussed the current state of dealmaking with a pro-M&A administration taking over.
@Jason:
"I mean, M&A with Wiz and now CoreWeave going public, the Wrath of Lina Khan is over."
"We gotta give the administration a lot of credit for maybe removing the roadblocks to M&A and IPOs, or at least people perceive that."
"So I don't know if perception becomes reality here, but it does seem like M&A is a bit on fire."
@GavinSBaker:
"CoreWeave bought Weights & Biases, which I think is a really interesting acquisition for them that kind of further differentiates them and maybe de-commodifies them a little bit."
"There have been quite a few acquisitions by big companies of smaller companies in the last month, and I think because none of the companies that have been bought have been public maybe it's flying a little under the radar, but it's happening in an accelerating way."
"And I think this would be very good for the market, and animal spirits, and everything that we care about."
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Offshore
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The Kobeissi Letter
This is absolutely insane:
From Wednesday to Friday, the S&P 500 lost -$100 billion PER trading hour for a total of -$2 TRILLION.
Then, after the market closed on Friday, S&P 500 futures erased ANOTHER -$120 billion in minutes.
What happened? Let us explain.
(a thread) https://t.co/Rc1GCF1876
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This is absolutely insane:
From Wednesday to Friday, the S&P 500 lost -$100 billion PER trading hour for a total of -$2 TRILLION.
Then, after the market closed on Friday, S&P 500 futures erased ANOTHER -$120 billion in minutes.
What happened? Let us explain.
(a thread) https://t.co/Rc1GCF1876
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Offshore
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App Economy Insights
📊 This Week in Visuals:
🧘🏻 $LULU Lululemon: Soft Outlook
🐶 $CHWY Chewy: Autoship Unleashed
🎮 $GME GameStop: Bitcoin To The Rescue
https://t.co/5YgDFUj9i9
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📊 This Week in Visuals:
🧘🏻 $LULU Lululemon: Soft Outlook
🐶 $CHWY Chewy: Autoship Unleashed
🎮 $GME GameStop: Bitcoin To The Rescue
https://t.co/5YgDFUj9i9
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