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Finding Compounders
80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
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80% of volatility is diversified in the first 8 stocks
Source: Dorsey Asset Management https://t.co/cazgCpCgTO
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The Kobeissi Letter
BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
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BREAKING: Spain's government convenes a "crisis meeting" as the nation-wide power outage persists.
BREAKING: Spain and Portugal have been hit by massive blackouts, knocking out electricity across both countries entirely.
Internet and mobile service are reportedly down as well. tweet
twitter.com
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Offshore
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Investing visuals
$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
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$AMD is down 🔻48% since its peak. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹Free cash flow grew +350% Y/Y
🔹Overall revenue is up 24% Y/Y
🔹Well positioned for massive demand in inference https://t.co/tOYDvM1rIG
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Quiver Quantitative
JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
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JUST IN: Senator Josh Hawley is reintroducing the "PELOSI Act".
It would ban members of Congress and their spouses from trading stock. https://t.co/XxZIsIAOpr
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Investing visuals
Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
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Both $V and $MA report earnings this week. Who's your favorite? https://t.co/EZDQ0diu1p
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Quiver Quantitative
Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
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Senator Mark Kelly just said:
"Which members of Congress and Administration officials are getting rich off stock trades while their constituents watch their 401Ks suffer?
I don't trade stocks and neither should they. It’s time to ban it." https://t.co/Ej498L7THd
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AkhenOsiris
$DKNG $FLUT $GENI $SRAD
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$DKNG $FLUT $GENI $SRAD
- 1Q Net Revenue up +34% YoY with strong growth across both iGaming (+27%) and Online Sports (+68%)
- Positive 1Q EBITDA and underlying trends reaffirm confidence that FY 2025 will be EBITDA positive
BetMGM 1Q 2025 Business Update
prnewswire.com/news-releases… - Alfonso Straffon 🇨🇷🇺🇸🇲🇽tweet
Offshore
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The All-In Podcast
Megyn Kelly on the Next Batch of Politicians: "These are Congressional Kardashians" 💣
At last year's All-In Summit, @megynkelly brought the 🔥:
@chamath:
"Give us a state of politicians, post this current batch."
"What is the same? What's different?"
@megynkelly:
"I don't feel very optimistic."
@chamath:
"Okay. Is it getting worse? "
@megynkelly:
"Yeah, it's getting worse because of Instagram and AOC. That kind of person."
"Yes, her specifically, but not just her."
"These are Congressional Kardashians."
"Can I tell you something? My experience in the news business dealing with politicians leads me to believe that the people in this room, and on this stage over your two day conference, are the people we need to be looking to for our future leaders, and ideas, and to save the country."
"It's not Washington, DC."
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Megyn Kelly on the Next Batch of Politicians: "These are Congressional Kardashians" 💣
At last year's All-In Summit, @megynkelly brought the 🔥:
@chamath:
"Give us a state of politicians, post this current batch."
"What is the same? What's different?"
@megynkelly:
"I don't feel very optimistic."
@chamath:
"Okay. Is it getting worse? "
@megynkelly:
"Yeah, it's getting worse because of Instagram and AOC. That kind of person."
"Yes, her specifically, but not just her."
"These are Congressional Kardashians."
"Can I tell you something? My experience in the news business dealing with politicians leads me to believe that the people in this room, and on this stage over your two day conference, are the people we need to be looking to for our future leaders, and ideas, and to save the country."
"It's not Washington, DC."
tweet
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Investing visuals
If you had bought $SOFI at its IPO price, you would now be breakeven.
Meanwhile, their membership base has grown from 1 million to 10 million. https://t.co/lIfjIXp8G1
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If you had bought $SOFI at its IPO price, you would now be breakeven.
Meanwhile, their membership base has grown from 1 million to 10 million. https://t.co/lIfjIXp8G1
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