The Kobeissi Letter ✓

@KobeissiLetter Yes, and the $20,000 I bought in 2016 would be worth $6,100,000 no need to rub it in 🤣 5.2K views · 63 likes · 1 reposts · 4 replies Open on X →

@KobeissiLetter The people who bought at $2 back in 2016 and simply forgot the account existed are the only ones who actually captured the entire 30,400% run 3.3K views · 64 likes · 0 reposts · 0 replies Open on X →

@KobeissiLetter That was retail’s goal. Not about anything else but getting a particular tech name to $1 trillion. $AMD What an idiotic trading environ & blessing for insiders who always dump when this occurs - as dod $WMT $NVDA $TSLA $PLTR insiders 2.5K views · 14 likes · 0 reposts · 0 replies Open on X →

BREAKING: Advanced Micro Devices stock, $AMD, officially crosses above $1 trillion in market cap for the first time in history. This puts the stock up +30,400% over the last 10 years. $10,000 invested in AMD in 2016 would be worth $3,050,000 today. https://t.co/iyYLaVZWUw

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@KobeissiLetter >job where 1 person does the work of 10 is seeing a 30% pay rise 🤣 652 views · 9 likes · 0 reposts · 0 replies Open on X →

@KobeissiLetter The missing data point is employment. AI can make workers more productive and better paid while reducing how many are needed. 214 views · 5 likes · 0 reposts · 0 replies Open on X →

@KobeissiLetter You should see the carnage caused in my global company by the execs and other AI worshippers padding their CVs Jobs being lost with decades of knowledge with no backup- dreadful impact on productivity, customer care and quality of product but nobody cares - it's 1K views · 13 likes · 0 reposts · 0 replies Open on X →

AI-exposed jobs are seeing the largest pay growth in the US: Advertised pay in the most AI-exposed occupations has surged +46% since the start of 2021. At the same time, moderately AI-exposed jobs have seen +41% growth. This compares to a +39% increase in all US posted wages h

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The Kobeissi Letter ✓@KobeissiLetter20 Sep

BREAKING: US imports of crude oil from Venezuela surged +183,000 barrels per day last week, to 782,000 barrels per day, the largest weekly total since August 2017. Over the last 6 months, imports from Venezuela have surged +550,000 barrels per day, or +237%. As a result, US htt

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The Kobeissi Letter ✓@KobeissiLetter20 Sep

BREAKING: Foreign holdings of US Treasuries fell -$50 billion in July, to $9.25 trillion, the lowest total since October 2025. Foreign holdings reflect net purchases or sales as well as bond valuation changes. This marks the 4th monthly decline over the last 5 months, totaling

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The semiconductor trade is hot. 53% of global fund managers said "long global semiconductors" was the most crowded trade, according to a BofA survey conducted between September 4th and September 10th. This marks the 4th consecutive month with semiconductors at the top spot. htt

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This is another unfortunate case of Community Notes failing. The Community Note itself only confirms our initial post as fact. We stand by our post as factual and accurate. 316K views · 1.1K likes · 42 reposts · 46 replies Open on X →

This is another unfortunate case of Community Notes failing. The Community Note only confirms our initial post as fact. We stand by our post as factual. 72.1K views · 225 likes · 4 reposts · 16 replies Open on X →

@KobeissiLetter So true https://t.co/w2xCuSXV3O

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BREAKING: France is facing a growing fuel shortage with 11% of the country's gas stations now reporting that they are out of stock of either gas or diesel, according to the latest data published by the French government. In parts of the country, this figure now stands as high as 1.5M views · 8.8K likes · 1.4K reposts · 292 replies Open on X →

@KobeissiLetter https://t.co/XCEJgU0Huz

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@KobeissiLetter Doesn’t want anyone to mention truckers not able to deliver or how many have died in Iran. 3.9K views · 76 likes · 0 reposts · 1 replies Open on X →

@KobeissiLetter 26. Protected all the pedos of this country. 2.1K views · 96 likes · 0 reposts · 1 replies Open on X →

BREAKING: President Trump publishes his “top 25 accomplishments of term three.” https://t.co/cyIeIECHUU

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Meanwhile, Houthi forces continue to exert control over the Red Sea coastline. If the Bab el-Mandab Strait is shut, up to 7 million barrels of daily oil flows will be disrupted. Follow us @KobeissiLetter for real time analysis as this develops. 139.1K views · 576 likes · 34 reposts · 9 replies Open on X →

@KobeissiLetter Europe is being bled dry because its leaders traded away energy independence to chase globalist fantasies. They shut down reliable power at home, made themselves total slaves to foreign pipelines, and now they’re shocked that they can’t keep the lights on when thi 34.8K views · 892 likes · 42 reposts · 13 replies Open on X →

BREAKING: Saudi Arabia has informed European refiners that they will be allocated no crude oil next month amid the East-West pipeline shutdown, per Bloomberg. European customers normally receive Saudi Arabian crude oil shipments on "term contracts," which are meant to ensure a 2.4M views · 21.2K likes · 3.7K reposts · 597 replies Open on X →

@KobeissiLetter Congrats, Warren. I wish I was in the position to retire early like that. 2.7K views · 63 likes · 0 reposts · 2 replies Open on X →

@KobeissiLetter now he can finally explore Omaha 2K views · 40 likes · 1 reposts · 0 replies Open on X →

@KobeissiLetter I'll never forget his most iconic quote. https://t.co/vQMapM3u9E

GIF

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BREAKING: Warren Buffett resigns from his role as Chairman of Berkshire Hathaway as his 61-year career with the company nears its end. https://t.co/pqeTrOBJFi

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BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues. This comes as diesel prices have already surged nearly 90% this year and the US has entered peak 549.3K views · 11K likes · 2.2K reposts · 334 replies Open on X →

BREAKING: The Bank of Japan raises interest rates by 25 basis points to the highest level since 1995 due to elevated inflation. After the rate hike in June, this marked the shortest interval between rate increases in Japan since 1990. The global rate hike cycle has arrived. 338.8K views · 5.9K likes · 715 reposts · 110 replies Open on X →

Hedge funds have become a major driver of the US Treasury market. Hedge fund cash Treasury holdings stood at $2.35 trillion in Q1 2026, the 3rd-highest reading on record. Over the last 5 years, this figure has surged +154%, or +$1.42 trillion. For perspective, marketable https

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