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Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/X8LZ5SB9GD
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I’m the long run , sales growth is the key driver of Long Term Stock Performance
Source : BCG Analysis and Morgan Stanley Research https://t.co/X8LZ5SB9GD
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The Kobeissi Letter
BREAKING: President Trump says Fed Chair “Powell’s termination cannot come fast enough.” https://t.co/clE63Kqhzp
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BREAKING: President Trump says Fed Chair “Powell’s termination cannot come fast enough.” https://t.co/clE63Kqhzp
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Dimitry Nakhla | Babylon Capital®
Taiwan Semi $TSM Q1 Earnings Report🎯
Rev: $25.53B vs $23.92B est✅ | +35% YoY
EPS: $2.12 vs $1.82 est ✅ | +54% YoY
___
% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
___
Guidance 👌🏽
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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Taiwan Semi $TSM Q1 Earnings Report🎯
Rev: $25.53B vs $23.92B est✅ | +35% YoY
EPS: $2.12 vs $1.82 est ✅ | +54% YoY
___
% of total wafer revenue
3 nm 22%
5 nm 36%
7 nm 15%
___
Guidance 👌🏽
Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
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Quiver Quantitative
BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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BREAKING: New stock trades from Representative Bruce Westerman.
He bought oil and gas companies: Exxon, Chevron, BP, and ConocoPhillips.
He is the chair of the Committee on Natural Resources.
These are the first trades we have seen from him, since he entered Congress in 2015. https://t.co/14XatQ5Bvv
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Investing visuals
Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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Good to know for $ASML investors: 27% of their revenue (new system sales) comes from China👇 https://t.co/DdtdkpUcwN
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The Kobeissi Letter
Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
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Global investors have rarely been this bearish:
A record ~50% of institutional investors intend to reduce US equity exposure, according to a Bank of America survey released Monday.
Allocation to US stocks fell 13 percentage points over the last month, to a net 36% underweight, the lowest since the March 2023 Banking Crisis.
Since February, investors' allocation to US equities has dropped by ~53 percentage points, marking the largest 2-month decline on record.
Moreover, a record 82% of respondents are now expecting the world economy to weaken.
As a result, global investor sentiment fell to just 1.8 points, the 4th-lowest reading since 2008.
We have likely never seen such a rapid shift in sentiment.
tweet
Offshore
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The Kobeissi Letter
BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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BREAKING: A federal judge has ruled that Google, $GOOGL, operates an “illegal advertising monopoly,” per WSJ. https://t.co/IgmmrcpQCH
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