Ankit Singh

|Gadgets Freak| Digital communications and tech enthusiast |

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Apple is replacing CEO Tim Cook with Senior VP of Hardware Engineering, John Ternus.

[The Spectator Index @spectatorindex]

BREAKING: Qatar intercepts new Iranian missile attack

[The Kobeissi Letter @KobeissiLetter]

Software stocks are experiencing a historic run:

The Tech-Software ETF, $IGV, has outperformed the Semiconductor Sector ETF, $SOXX, by +16.59 percentage points over the last 6 trading sessions, the largest 6-day outperformance on record.

This comes as $IGV has rallied +8.37% over this period, to the highest since February 2nd.

At the same time, $SOXX has dropped -8.22%, to near the lowest since February 5th.

This marks a historic reversal after software stocks underperformed by nearly -15 percentage points at the end of January, the biggest gap since 2008.

This also comes after hedge fund short exposure to US software and services stocks rose to a record 3.8% last week.

A short squeeze in software stocks has arrived.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea’s stock market surges over +12%, on track for its best day on record.

[Investing.com @Investingcom]

⚠️BREAKING:

*JAPAN CLOSES DOWN 3.1% IN RISK-OFF TRADING

🇯🇵🇯🇵

[Shay Boloor @StockSavvyShay]

$MU inaugurated its semiconductor ATMP facility in India with Prime Minister Modi sharing photos from the opening as the country accelerates domestic chip manufacturing.

Another step in the global re-architecture of semiconductor supply chains.

[The Spectator Index @spectatorindex]

BREAKING: Trump tells CBS News that Iranian attacks so far are 'less than what we expected'

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump addresses the people of Iran:

"Stay sheltered, don't leave your home. It’s very dangerous outside, bombs will be dropping everywhere. When we are finished, take over your government. This will be probably your only chance for generations."

[The Spectator Index @spectatorindex]

BREAKING: US names campaign against Iran, 'Operation Epic Fury'.

[Brew Markets @brewmarkets]

The Super Bowl used to be the moment ads debuted.

What changed?

(Ft. PepsiCo Chief Marketing Officer Mark Kirkham)

🎥: @AnnBerry_NYC

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Spot silver falls as much as -35%, dropping below $75/oz, on track for its biggest daily decline in 46 years.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Microsoft, $MSFT, extends its decline to -12% on the day, on track for its biggest drop in nearly 6 years on slowing cloud growth.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Crypto markets extend losses as over $780 million worth of levered longs are liquidated in 30 minutes.

Bitcoin just erased $60 billion in market cap in under an hour.

What a time to be a trader.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Silver extends losses to drop below $74/oz, now down -12% from its high seen 12 hours ago.

This chart is one for the history books.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Palladium prices extend their decline to -17% on the day, now on track for the 2nd largest daily drop in history.

[The Spectator Index @spectatorindex]

BREAKING: Gold price hits $4500

[Google @Google]

You can now verify Google AI-generated images and videos in the @GeminiApp ✅

We’re expanding our content transparency tools to help you more easily identify content generated by Google AI. Just upload an image or video file and ask, "Was this generated using Google AI?"

[The Kobeissi Letter @KobeissiLetter]

There it is:

Tesla, $TSLA, is officially back in record high territory, up +130% from its April 2025 low.

That’s +$900 BILLION in market cap in 7 months.

Absolutely incredible.

[The Spectator Index @spectatorindex]

JUST IN: Nasdaq is preparing changes that will extend stock trading to 23 hours every weekday.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially posts its highest close in history, now up +42% since the April 2025 bottom.