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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
Offshore
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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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Offshore
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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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Investing visuals
🚨 $ASML Earnings 🚨
🔴 Revenue of €7.74B (+46.3% Y/Y) miss of €40M
🟢 EPS of €6.00 beats by €0.20
🟢 Gross Margin: 54% (est. 52.5%)
Guidance Q2 2025, between €7.2B and €7.7B vs consensus of $7.75B. https://t.co/nDVyRS1QBH
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🚨 $ASML Earnings 🚨
🔴 Revenue of €7.74B (+46.3% Y/Y) miss of €40M
🟢 EPS of €6.00 beats by €0.20
🟢 Gross Margin: 54% (est. 52.5%)
Guidance Q2 2025, between €7.2B and €7.7B vs consensus of $7.75B. https://t.co/nDVyRS1QBH
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Investing visuals
$ASML on 2025 & 2026, tariffs and AI:
"The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while"
"Artificial intelligence continues to be the primary growth driver in our industry." https://t.co/DoiICdOYNl
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$ASML on 2025 & 2026, tariffs and AI:
"The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynamic for a while"
"Artificial intelligence continues to be the primary growth driver in our industry." https://t.co/DoiICdOYNl
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Offshore
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Finding Compounders
Buffett’s $1 Test
From Berkshire Hathaway’s 1984 Shareholder letter https://t.co/GUP1s5bpRs
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Buffett’s $1 Test
From Berkshire Hathaway’s 1984 Shareholder letter https://t.co/GUP1s5bpRs
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