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@KobeissiLetter Forgot to mention that a lot of that $600 Billion is being borrowed. But yeah sure.

Our most frequently asked question right now: "If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?" The answer to this question is simple. The AI Revolution has simply become so large, that investors are viewing everything else as "noise." Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew. The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone. And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019. At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019. Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017. Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x. The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap. We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train. Asset owners will continue to win.

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Oh yeah. We do spreads too.

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Today’s Strongest Edge is a little Deja Vu: #MLB #Dodgers

@AnthropicAI you guys would think timestamps in the conversations wouldn’t be hard to do….

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@hyperbeat need mobile app

@KobeissiLetter Whose your source?

BREAKING: Initial details are emerging as the US and Iran conduct their first direct meeting since 1979. Details include: 1. The Strat of Hormuz remains a point of "serious disagreement" 2. US military says 2 US warships have transited the Strait of Hormuz today 3. "Mood swings" are being seen on both sides in talks, per Pakistani mediators 4. The US will be assisting Iran in removing mines from the Strait of Hormuz 5. Talks are expected to continue tonight and may extend into tomorrow We expect to receive much more detail in the coming hours.

@KobeissiLetter lol. What stage is this Adam.

BREAKING: The passage of oil tankers through the Strait of Hormuz has been stopped, per Iran's Fars News Agency. Iran says it will withdraw from the ceasefire if Israel continues attacks on Lebanon and it is preparing potential responses.

I will be swing longing $BTC at 62.6K on 2.75X leverage. Target 150-160K. Projected duration: approximately 2.5 years. Risking $250K for 1.25M.

@KobeissiLetter Lmao. Crushing. Wait until we REVISE down again.

BREAKING: The US economy adds 178,000 jobs in March, crushing expectations of 65,000. The unemployment rate fell to 4.3%, below expectations of 4.4%. This marks the biggest monthly job addition since March 2025. A much stronger than expect jobs report amid the Iran War.

@KobeissiLetter Was this a part of your playbook which part????

America is waking up to some major news this morning: At 10:41 PM ET last night, President Trump said that the US will begin targeting Iran's "bridges next, then power plants." And now, President Trump has announced that the US can "easily open the Straight of Hormuz, take the oil, and make a fortune." This all comes just 3 days before his "pause" of US strikes on Iranian power plants is set to expire. He also said that this can all be done with "a little more time." In other words, the war will continue for now and the critical energy infrastructure that has been spared so far is the next target. April is going to be a highly eventful month.