5 Feb 2025
With deepSeek and tariffs, we almost forgot that we are in the middle of the earnings season.
FactSet notes that beats are being rewarded above average and misses are being punished around average.
5 Feb 2025
Peter Lynch on expectations in investing...
Source: The Investing for Beginners Podcast @IFB_podcast
5 Feb 2025
Success explained.
Source: Unlock Your Life on X
5 Feb 2025
BREAKING: China has opened antitrust investigations into Nvidia and Google just hours after imposing 10%-15% tariffs on some US imports, per FT.
China is reportedly looking for new trade war leverage against President Trump. Source: FT
5 Feb 2025
BREAKING: Alphabet stock, $GOOGL, falls over -7% after reporting Q4 2024 earnings.
Source: The Kobeissi Letter
5 Feb 2025
JUST IN 🚨: Gold jumps to a new all-time high and has now made fresh all-time highs in 5 consecutive trading sessions
Source: Barchart
5 Feb 2025
This is the most important datapoint in earnings season so far.
Alphabet to invest $75 billion in CapEx during 2025 - this will ease chip industry fears. Large cap tech is maintaining record investment in AI infrastructure, even after DeepSeek’s disruption. Source: The Kobeissi Letter
4 Feb 2025
As Facebook turns 21, here's a look at the growth of $10k in $META since its IPO in May 2012.
As a reminder, this stock saw a 76% drawdown from late 2021 to late 2022. It has rallied nearly 700% since its 2022 low. source : bespoke
