⁠The Kobeissi Letter
BREAKING: Nvidia, $NVDA, announces they will manufacture American-made AI supercomputers in the US for the first time ever.

Within the next 4 years, Nvidia plans to produce up to $500 billion of AI infrastructure in the US. https://t.co/KuS7fCjdlf
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⁠The Kobeissi Letter
BREAKING: Nvidia, $NVDA, CEO Jensen Huang says:

“The engines of the world’s AI infrastructure are being built in the United States for the first time."

“Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”

BREAKING: Nvidia, $NVDA, announces they will manufacture American-made AI supercomputers in the US for the first time ever.

Within the next 4 years, Nvidia plans to produce up to $500 billion of AI infrastructure in the US. https://t.co/KuS7fCjdlf - The Kobeissi Letter
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⁠Finding Compounders
Labelling fund managers as "value" or "growth" investors risks distorting the investment process

*The third paragraph should be the reason you focus on small caps https://t.co/I6lOaKTyJk
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⁠Investing visuals
$ASML reports earnings on Wednesday:

🔹Est. Revenue: $7.78 Bln (+47.1%)
🔹Est. Earnings per share: $5.78 (+85.8%) https://t.co/rbTDqFISpg
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⁠Capital Employed
RT @equitybaron: Lots of good ideas in this issue...

45 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/WgaCiGeWh9 https://t.co/GfFNUzsvaL - Capital Employed
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⁠Capital Employed
Q1 2025 Fund Letters Round-Up has just been published.

Many interesting letters to read...

https://t.co/lJZP1lUdTx https://t.co/B8eoLpPpC1
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: I definitely missed the opportunity to share my thoughts & make strong calls on X & be a guiding hand to many

On the other hand, while some fund managers were having temper tantrums & sharing emotionally-driven posts, I was happy to remain highly focused as a capital allocator & help my investors maintain confidence & accumulate the world’s greatest businesses amid moments of great uncertainty & fear 💪🏽🧘🏽‍♂️

This past weekend, I shared some thoughts with my investors at Babylon Capital® suggesting the current market decline appears to represent a long-term buying opportunity

Part 2: “All Past Declines Look Like an Opportunity, all Future Declines Look Like a Risk” — Morgan Housel

Part 3: “Don’t Trust the Headlines — They Often Mislead & Play on Your Emotions”
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Many investors reached out and we took advantage of Monday morning’s dip

Could prices drop more from those lows?

Of course. But we’re not here to catch the absolute bottom—instead, our focus is on acquiring the world’s best businesses during moments of peak fear and pessimism - Dimitry Nakhla | Babylon Capital®
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⁠Quiver Quantitative
BREAKING: Marjorie Taylor Greene just disclosed new stock purchases made during the tariff dip.

She bought Apple stock, $AAPL, on Wednesday.

It has risen almost 20% since then, after tariff exceptions on new phones were announced.

Full trade list up on Quiver. https://t.co/eDMXPOL0pD
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