⁠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

⁠Finding Compounders
Monitor what Insiders are doing!

Over the past two years: $13.6B+ in insider sales.
Insider purchases? Zero.

That’s a red flag for me. If management won’t bet on their own company, why should I?

As Joel Greenblatt put it: “If you’re going to buy a stock, it’s nice to know that the people running the business are buying too.”

Some won’t agree with this filter — and that’s okay.
The stock might do well. It might even compound.

But I’m not trying to catch every winner.
I’m just trying to avoid the big losers.

Just filtering for downside protection.
tweet