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The Kobeissi Letter
BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."
Nvidia says this will come with a $5.5 billion charge to Q1 earnings.
The stock is down over -5% on the news. https://t.co/SZwoytMjn5
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BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."
Nvidia says this will come with a $5.5 billion charge to Q1 earnings.
The stock is down over -5% on the news. https://t.co/SZwoytMjn5
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The Kobeissi Letter
Nvidia, $NVDA, was the world's largest company just months ago, worth nearly $3.7 trillion.
Today, it's at the center of the largest trade war in US history.
The US government imposing a single export license requirement just cost Nvidia $5.5 BILLION in Q1 alone.
President Trump is going all-in.
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Nvidia, $NVDA, was the world's largest company just months ago, worth nearly $3.7 trillion.
Today, it's at the center of the largest trade war in US history.
The US government imposing a single export license requirement just cost Nvidia $5.5 BILLION in Q1 alone.
President Trump is going all-in.
BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."
Nvidia says this will come with a $5.5 billion charge to Q1 earnings.
The stock is down over -5% on the news. https://t.co/SZwoytMjn5 tweet
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall -250 points as the US government bans the sale of Nvidia’s H20 chips to China. https://t.co/BLAt33jJZL
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BREAKING: Nasdaq 100 futures fall -250 points as the US government bans the sale of Nvidia’s H20 chips to China. https://t.co/BLAt33jJZL
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The Kobeissi Letter
BREAKING: President Trump is launching a probe into the need for tariffs on critical minerals, per Bloomberg. https://t.co/GkFK13ssnY
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BREAKING: President Trump is launching a probe into the need for tariffs on critical minerals, per Bloomberg. https://t.co/GkFK13ssnY
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The Kobeissi Letter
This is unusual:
At 2:20 PM, there was an $8 million spike in puts on the Nasdaq 100 ETF.
4 hours later, the US banned Nvidia, $NVDA, from selling their H20 chips to China.
The Nasdaq is now down nearly -300 points since.
Someone always knows. https://t.co/sRik5guA6n
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This is unusual:
At 2:20 PM, there was an $8 million spike in puts on the Nasdaq 100 ETF.
4 hours later, the US banned Nvidia, $NVDA, from selling their H20 chips to China.
The Nasdaq is now down nearly -300 points since.
Someone always knows. https://t.co/sRik5guA6n
tweet
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The Kobeissi Letter
BREAKING: AMD stock, $AMD, falls -8% on news of the US banning sales of Nvidia’s H20 chip to China. https://t.co/hVBhVdvqr4
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BREAKING: AMD stock, $AMD, falls -8% on news of the US banning sales of Nvidia’s H20 chip to China. https://t.co/hVBhVdvqr4
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures extend losses to over -300 points on the Nvidia H20 chip restriction news. https://t.co/EcRlTxw5vq
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BREAKING: Nasdaq 100 futures extend losses to over -300 points on the Nvidia H20 chip restriction news. https://t.co/EcRlTxw5vq
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Finding Compounders
Warren Buffett, in his 1991 letter, explains how economic franchises arise . https://t.co/dMEq5x3ALE
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Warren Buffett, in his 1991 letter, explains how economic franchises arise . https://t.co/dMEq5x3ALE
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Quiver Quantitative
Marjorie Taylor Greene on buying stock right before the tariff pause was announced:
"That's something my portfolio manager does for me, and he did a great job"
"That wasn't a secret...big public information" https://t.co/6gCyvrpcJV
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Marjorie Taylor Greene on buying stock right before the tariff pause was announced:
"That's something my portfolio manager does for me, and he did a great job"
"That wasn't a secret...big public information" https://t.co/6gCyvrpcJV
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