Dr. David Kass

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.64T) -3.4% NVDA (3.05T) -7.0% MSFT (2.95T) -5.8% AMZN (2.25T) -3.2% GOOG (208T) -10.1% META (1.69T) +14.1% BRK.B (1.12T) +13.8% S&P 500 +0.3%

I am quoted in Business Insider: The investor mentioned in his latest letter that he requires a cane to walk, perhaps because he’s “considering the possibility of stepping down as CEO in the near...

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.69T) -1.9% NVDA (3.29T) +0.1% MSFT (3.04T) -3.2% AMZN (2.30T) -1.3% GOOG (2.19T) -5.1% META (1.73T) +16.7% TSLA (1.09T) -16.4% S&P 500 +2.2%

New StakeConstellation Brands (+$1.2 billion) Increased StakeDomino’s Pizza (+$500 million)(+86%) Decreased StakesCitigroup (-$3 billion)(-74%)Bank of America (-$4.5 billion)(-15%)Capital One Financial (-$250 million)(-18%)

7 Largest Stocks (Market Capitalization) and Year-To-Date AAPL (3.68T) -2.3% NVDA (3.40T) +3.4% MSFT (3.04T) -3.1% AMZN (2.42T) +4.2% GOOGL (2.26T) -2.2% META (1.87T) +25.8% TSLA (1.15T) -11.9% S&P 500 +4.0%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.42T) -9.1% NVDA (3.18T) -3.3% MSFT (3.05T) -2.8% AMZN (2.41T) +4.5% GOOG (2.26T) -2.1% META (1.81T) +22.0% TSLA (1.16T) -10.5% S&P 500 +1.9%

7 Largest Companies (Market Capitalization) and Year-To-Date AAPL (3.55T) -5.8% MSFT (3.09T) -1.5% NVDA (2.94T) -10.6% GOOG (2.52T) +8.0% AMZN (2.50T) +8.4% META (1.74T) +17.7% TSLA (1.30T) +0.2% S&P 500 +2.7%

NVDA (3.49T) +6.2% AAPL (3.35T) -11.0% MSFT (3.30T) +5.4% AMZN (2.47T) +7.1% GOOG (2.45T) +5.8% META (1.64T) +10.6% TSLA (1.31T) +0.7% S&P 500 +3.7%

This is my interview on Voice of America (15 minutes)