⁠The Kobeissi Letter
BREAKING: AMD, $AMD, says US chip export controls to China apply to their MI308 products.

AMD expects these export controls to result in charges of up to $800 million.

The stock is down over -7% on the news. https://t.co/5b2Ff4gslI
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⁠Finding Compounders
RT @gainify_io: Forward valuation metrics the pros watch (but most overlook).

Most investors rely on trailing data.

But markets price the future. That’s why forward metrics matter.

Here are 4 every serious investor should be tracking 👇 https://t.co/gCdM6YyuAn
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⁠Finding Compounders
How Warren Buffett made his millions https://t.co/W6jE8mJhX6
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⁠The Kobeissi Letter
Apple, $AAPL, has now erased its ENTIRE gain since the world learned they are subject to 125% lower tariffs than expected.

That's all you need to know about current market sentiment. https://t.co/f48YeHz9NB
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⁠Finding Compounders
Four Basic Steps to Gauging a Firms True Financial Position https://t.co/jgCeNiT814
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⁠The Kobeissi Letter
Today's selling pressure, with an over -2% drop in the Nasdaq 100, comes with a mere +3% jump in the Volatility Index, $VIX.

This is orderly selling, similar to what we saw heading into April. https://t.co/La9JgJORGW
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⁠Investing visuals
Every investor should know this visual by heart https://t.co/6HpiCqsgpu
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⁠Quiver Quantitative
JUST IN: Senator Josh Hawley is reintroducing his bill to ban stock trading by members of Congress.

Watch this: https://t.co/d2P8Wf3Yik
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⁠Investing visuals
$ASML Q1 2025 visualized 👇 https://t.co/HGVV5yGgVf
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