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The Kobeissi Letter
We just witnessed one of the biggest bull traps of the year:
Buyers of stocks when the S&P 500 was at 5270+ just 4 hours ago are now rushing to the exit.
This market moves as a herd, stay ahead of it. https://t.co/VHe3txB9NT
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We just witnessed one of the biggest bull traps of the year:
Buyers of stocks when the S&P 500 was at 5270+ just 4 hours ago are now rushing to the exit.
This market moves as a herd, stay ahead of it. https://t.co/VHe3txB9NT
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Offshore
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The Kobeissi Letter
BREAKING: The Volatility Index, $VIX, surges above 50. https://t.co/j1G3yDBSCs
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BREAKING: The Volatility Index, $VIX, surges above 50. https://t.co/j1G3yDBSCs
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Offshore
Video
The All-In Podcast
Friedberg + Colin and Samir on GenAI Content Creation
📈 Backend tools are becoming widely adopted, without the audience knowing
🤖 AI-only outputs are still rare
@friedberg lays out the vision for the future of AI content:
"As GenAI gets better and better and better, do we have agents that ingest the news, ingest content, ingest data, repackage it, and then create new versions of, through an iterative process to to kind of hack the algorithm, to figure out how do I get stuff that people stay on?"
"What's the right cut rate? What's the right color balance? What's the right sound? What's the right audio? What's the right music?"
"And ultimately the GenAI does what great content creators like Jimmy (@MrBeast) took 10 years to do in a couple weeks."
@colinrosenblum (from @ColinandSamir):
"For me personally, there's no GenAI channels that are 100% GenAI that I am watching, or at least that I know of."
"But I mean, even within our organization and with a lot of other creators, the amount of AI tools that we're using from scripting to even cutting the angles on our show, like we're continually adopting more and more AI tools and I think, which is the way it should be, the audience, I don't think even really can tell."
Thanks to our partners for making this happen:
-- @gemini: https://t.co/inOdTdXC9i
-- @function: https://t.co/j1Z6TZUJka (use gift code ALLIN100 for $100 off membership - limited to the first 1K listeners)
-- @niagenplus: https://t.co/n6kmd4PgAN
tweet
Friedberg + Colin and Samir on GenAI Content Creation
📈 Backend tools are becoming widely adopted, without the audience knowing
🤖 AI-only outputs are still rare
@friedberg lays out the vision for the future of AI content:
"As GenAI gets better and better and better, do we have agents that ingest the news, ingest content, ingest data, repackage it, and then create new versions of, through an iterative process to to kind of hack the algorithm, to figure out how do I get stuff that people stay on?"
"What's the right cut rate? What's the right color balance? What's the right sound? What's the right audio? What's the right music?"
"And ultimately the GenAI does what great content creators like Jimmy (@MrBeast) took 10 years to do in a couple weeks."
@colinrosenblum (from @ColinandSamir):
"For me personally, there's no GenAI channels that are 100% GenAI that I am watching, or at least that I know of."
"But I mean, even within our organization and with a lot of other creators, the amount of AI tools that we're using from scripting to even cutting the angles on our show, like we're continually adopting more and more AI tools and I think, which is the way it should be, the audience, I don't think even really can tell."
Thanks to our partners for making this happen:
-- @gemini: https://t.co/inOdTdXC9i
-- @function: https://t.co/j1Z6TZUJka (use gift code ALLIN100 for $100 off membership - limited to the first 1K listeners)
-- @niagenplus: https://t.co/n6kmd4PgAN
tweet
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Finding Compounders
Must read
The 400% Man
An article on Allan Mecham - a college dropout who went on to beat the market https://t.co/275LvJZYWm
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Must read
The 400% Man
An article on Allan Mecham - a college dropout who went on to beat the market https://t.co/275LvJZYWm
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Quiver Quantitative
UPDATE: Before the tariffs were announced, Senator Tommy Tuberville closed out his position in Apple stock.
$AAPL has now fallen 26% since then.
Follow here for alerts on when he buys back in. https://t.co/VvYGB4VCmB
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UPDATE: Before the tariffs were announced, Senator Tommy Tuberville closed out his position in Apple stock.
$AAPL has now fallen 26% since then.
Follow here for alerts on when he buys back in. https://t.co/VvYGB4VCmB
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Offshore
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The Kobeissi Letter
Today, the White House said President Trump believes Apple can produce iPhones entirely in the US.
How much would this cost?
According to Forbes, it would cost $30,000-$100,000 to solely manufacture an iPhone in the US. https://t.co/0qHKK9qMRc
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Today, the White House said President Trump believes Apple can produce iPhones entirely in the US.
How much would this cost?
According to Forbes, it would cost $30,000-$100,000 to solely manufacture an iPhone in the US. https://t.co/0qHKK9qMRc
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