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Investing visuals
Seems like everyone suddenly forgot we’re in the middle of an AI revolution. Companies I believe will benefit the most:
Phase 1: $NVDA, $ASML, $AMD, $TSMC
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $NET
Phase 4: $CRWD, $TEAM, $CRM, $SHOP https://t.co/HNguFXadre
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Seems like everyone suddenly forgot we’re in the middle of an AI revolution. Companies I believe will benefit the most:
Phase 1: $NVDA, $ASML, $AMD, $TSMC
Phase 2: $MSFT, $META, $GOOGL, $AMZN
Phase 3: $PLTR, $NOW, $SNOW, $NET
Phase 4: $CRWD, $TEAM, $CRM, $SHOP https://t.co/HNguFXadre
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The Kobeissi Letter
The US imports over $60 BILLION of smartphones per year.
These exemptions cover some of the most crucial imports in another sign of the US conceding in the trade war.
After all, the bond market is forcing Trump to concede.
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The US imports over $60 BILLION of smartphones per year.
These exemptions cover some of the most crucial imports in another sign of the US conceding in the trade war.
After all, the bond market is forcing Trump to concede.
BREAKING: The US publishes reciprocal tariff exclusions for computers, smartphones, and chip-making equipment.
Just like that, big tech is back. tweet
twitter.com
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The Kobeissi Letter
This week, everyone learned exactly what it takes to pressure the US in the trade war:
Sell US treasuries and drive treasury yields higher.
The bond market is Trump's #1 priority and everyone knows it now. https://t.co/EvA1y650fE
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This week, everyone learned exactly what it takes to pressure the US in the trade war:
Sell US treasuries and drive treasury yields higher.
The bond market is Trump's #1 priority and everyone knows it now. https://t.co/EvA1y650fE
We now know Trump's TOP economic priority:
For weeks, President Trump said there would be NO tariff delay, even as stocks erased $12+ TRILLION.
Then, the bond market BROKE and a 90-day tariff pause was implemented 12 hours later.
Keep watching bonds.
(a thread) https://t.co/M3AltQqjee tweet
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The Kobeissi Letter
Since President Trump's "Great Time To Buy" Advice:
1. 90-day reciprocal tariff pause has been announced
2. Fed said "absolutely" ready to stabilize market if needed
3. Reciprocal tariff exemptions on smartphones, computers, chip-making equipment announced
4. Trump asked China to request negotiation call
5. S&P 500 adds +$3.5 trillion in market cap
What a time to be alive.
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Since President Trump's "Great Time To Buy" Advice:
1. 90-day reciprocal tariff pause has been announced
2. Fed said "absolutely" ready to stabilize market if needed
3. Reciprocal tariff exemptions on smartphones, computers, chip-making equipment announced
4. Trump asked China to request negotiation call
5. S&P 500 adds +$3.5 trillion in market cap
What a time to be alive.
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The Kobeissi Letter
For what it's worth:
"Weekend" Nasdaq 100 futures surge +1.3% on this news. https://t.co/01A4EdJfDs
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For what it's worth:
"Weekend" Nasdaq 100 futures surge +1.3% on this news. https://t.co/01A4EdJfDs
BREAKING: The US publishes reciprocal tariff exclusions for computers, smartphones, and chip-making equipment.
Just like that, big tech is back. tweet
The Kobeissi Letter
Let's put the tariff exemptions into perspective:
The US imports approximately $100 billion of computers, smartphones, and chip-making equipment from China PER YEAR.
A total of $439 billion of goods were imported from China into the US in 2024.
This means ~23% of ALL Chinese imports coming to the US are now exempt from "reciprocal tariffs."
This is a massive U-Turn in tariff policy.
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Let's put the tariff exemptions into perspective:
The US imports approximately $100 billion of computers, smartphones, and chip-making equipment from China PER YEAR.
A total of $439 billion of goods were imported from China into the US in 2024.
This means ~23% of ALL Chinese imports coming to the US are now exempt from "reciprocal tariffs."
This is a massive U-Turn in tariff policy.
BREAKING: The US publishes reciprocal tariff exclusions for computers, smartphones, and chip-making equipment.
Just like that, big tech is back. tweet
twitter.com
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App Economy Insights
📊 This Week in Visuals:
🏦 JPMorgan $JPM
📈 Blackrock $BLK
🛩️ Delta Airlines $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/ihoYX8urWL
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📊 This Week in Visuals:
🏦 JPMorgan $JPM
📈 Blackrock $BLK
🛩️ Delta Airlines $DAL
🍺 Constellation $STZ
🌿 Tilray $TLRY
https://t.co/ihoYX8urWL
tweet
The Kobeissi Letter
Today's tariff exemptions on smartphones, computers, and chip-makers make it clear:
Large cap technology companies will ultimately come out ahead when this is all said and done.
Small caps and small businesses will come out behind.
Large caps will get larger at small caps' expense.
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Today's tariff exemptions on smartphones, computers, and chip-makers make it clear:
Large cap technology companies will ultimately come out ahead when this is all said and done.
Small caps and small businesses will come out behind.
Large caps will get larger at small caps' expense.
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