⁠Finding Compounders
Office Hours with Warren Buffett https://t.co/JnjwwTQvx6
tweet

⁠App Economy Insights
$GOOG Google is moving fast.
But regulators are hitting the brakes.

☁️ Cloud margins
▶️ YouTube subscriptions
🔎 AI Mode and Search Overviews.

📊 Let's visualize the quarter. 👇
https://t.co/C7R19qNDlz
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says he spoke with China's President Xi.

He also says the US is "very close" to a trade deal with Japan.

BREAKING: China says it is NOT having any talks with the US and that the US should "stop creating confusion."

For the last 3 days, President Trump has said multiple times that there are ongoing daily negotiations with China.

Who's lying here? - The Kobeissi Letter
tweet

⁠The Kobeissi Letter
BREAKING: President Trump just now on speaking with China, "I don't want to comment on that, but I've spoken to him many times." https://t.co/gUhU1p6X7u
tweet

⁠Investing visuals
$GOOGL visualized 🧵👇

1/6 - How $GOOGL makes money. https://t.co/PTuvgdx4oP
tweet

⁠Finding Compounders
RT @gainify_io: $GOOGL trades at a 10%+ DISCOUNT to the S&P on P/E, EV/EBITDA, and FCF yield.

Earnings beat ✅
Valuation lag ❌ https://t.co/vFVRuZmy32
tweet

⁠The Kobeissi Letter
The fact that the market is not even reacting to this post just shows how numb we have all become to the volatility. https://t.co/OUuKL6zOOW
tweet

⁠Quiver Quantitative
JUST IN: Trump just said that he would sign a ban on congressional stock trading.

He said:

"Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send that to me, I would do it."
tweet

⁠Investing visuals
Massive earnings week ahead! Notable names:

• Monday: $DPZ, $NXP
• Tuesday: $PYPL, $SOFI, $V, $SPOT
• Wednesday: $MSFT, $META, $HOOD, $QCOM
• Thursday: $AMZN, $AAPL, $M, $ABNB, $TEAM
• Friday: $XOM

Which are you most excited for? https://t.co/ypgyJ5ewZj
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says he would sign a ban on congressional stock trading.

However, prediction markets only see a 7% chance of this ban going through in 2025.

Trump has signaled support for this ban multiple times now.

BREAKING: Trump just said that he would sign a ban on congressional stock trading

Only a 7% chance it actually happens this year https://t.co/5M4tK8OOYD - Kalshi
tweet