⁠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
tweet

⁠Finding Compounders
Buffett’s $1 Test

From Berkshire Hathaway’s 1984 Shareholder letter https://t.co/GUP1s5bpRs
tweet

⁠Investing visuals
$NVDA is down 🔻6% pre-market after the U.S. government banned it from selling H20 chips to China “for the indefinite future.”

$NVDA says this will result in a $5.5 billion charge to Q1 earnings.

China accounts for 13% of $NVDA's revenue. https://t.co/VZhodf1FVw
tweet

⁠The Kobeissi Letter
BREAKING: Gold soars above a record $3,300/oz as stock market futures accelerate declines. https://t.co/ItFDNiaX6e
tweet

⁠The Kobeissi Letter
BREAKING: US stocks rebound as China says it is open for talks if Trump shows “respect” and names a point person. https://t.co/0HnPH5qz16
tweet

⁠Capital Employed
9 more fund letters just added >

Including letters from @kingdomcapadv @UpslopeCapital @Dan_Roller plus many more...

https://t.co/lJZP1lUdTx https://t.co/JTojO4hni6
tweet

⁠The Kobeissi Letter
S&P 500 futures just surged 100 points on a report of China being open to talks with President Trump.

The source Bloomberg used?

“A person familiar with Chinese government thinking.” https://t.co/SRjFPAYK4N
tweet

⁠The Kobeissi Letter
BREAKING: Jim Cramer says Nvidia, $NVDA, has become “a meme stock and it has to be cut back.” https://t.co/PiKKAlerJp
tweet