The Kobeissi Letter
- 24 часа
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- 7 дней
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- 30 дней
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- Реакции
- 18
- Репосты
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- Комментарии
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Динамика подписчиков
Мы недавно начали отслеживать этот канал, график заполняется день за днём.
Подписчиков у канала «The Kobeissi Letter»: 11 442. Средний охват поста за сутки около 2 988, вовлечённость 26,1 %.
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Когда публикует
Время по UTC. 19 постов за 90 дней.
Последние посты
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BREAKING: October PPI Inflation rises to 6.5%, its highest level since November 2022. Core PPI Inflation was 5.0%, in-line with expectations of 5.0%. CPI, PPI, and PCE inflation continue to push higher in the US. All signs point toward a December rate hike. (@TheKobeissiLetter)
237 просмотров 3 Реакции -
BREAKING: The US Treasury posted a -$404 billion budget deficit in October, the largest October deficit in history. This marks a +$120 billion YoY increase and a +$337 billion surge from October 2024. This comes as government outlays jumped +$84 billion YoY, to $773 billion, their largest for any October on record. Defense spending was a major driver, surging +$29 billion YoY, to $129 billion, the largest monthly reading in history. At the same time, government receipts dropped -$35 billion YoY, to $369 billion. The US deficit crisis is accelerating. (@TheKobeissiLetter)
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BREAKING: Retail investors bought +$730 million in Nvidia, $NVDA, stock on Tuesday, their largest daily purchase since March. This was preceded by +$590 million on Monday and followed by +$300 million on Wednesday. In total, retail investors bought +$1.6 billion in Nvidia shares in 3 trading days ending Wednesday, retail's largest 3-day purchase in at least 12 months. Over the same period, the 2x leveraged long Nvidia ETF, $NVDL, attracted +$401 million in inflows, putting it on track for its largest weekly intake since November 2025. The 2x leveraged long Nvidia ETF, $NVDU, attracted +$64 million, on track for its largest weekly inflow since February 2026. Meanwhile, during the first 3...
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BREAKING: An internal post urging Nvidia’s, $NVDA, board to reinstate Jensen Huang has drawn over 1,600 comments, with the majority in “full support” of reinstating him, per WIRED. The post urges the Board of Directors to “consider employee sentiment” regarding Jensen Huang’s departure from the company. (@TheKobeissiLetter)
2 500 просмотров 30 Реакции -
BREAKING: Multiple sources in the US intelligence community say that the intelligence collected on Alice Huang, the suspected spy targeting Jensen Huang, does not prove she was acting as a spy for China, per CNN. Some officials at the Office of the Director of National Intelligence have said the characterization of Alice Huang as a Chinese spy is "not entirely accurate and over-torqued." Officials at the CIA also are "not yet convinced" that the intelligence collection on Alice Huang so far, including intercepted communications, proves she was knowingly funneling information back to Beijing. The FBI has reportedly been investigating this affair for at least a year. We maintain our view t...
3 160 просмотров 28 Реакции -
BREAKING: Bitcoin falls below $69,000 and ETH nears $1,900 as selling pressure accelerates in crypto. Crypto markets have now lost -$150 billion in 48 hours. https://t.co/29QW0khxOh (@TheKobeissiLetter)
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BREAKING: Bitcoin falls below $71,000 for the first time since August 20th and selling pressure in crypto gains momentum. Bitcoin is now down more than -19% since October 2nd. https://t.co/0sggb7RY63 (@TheKobeissiLetter)
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US AI is generating far more revenue than Chinese AI: As of the end of September, OpenAI and Anthropic had a combined estimated annualized revenue run rate of $105 billion. This is nearly 10 times the $11 billion generated by 6 Chinese AI companies, including Alibaba, ByteDance, DeepSeek, Z Dot ai, Moonshot AI, and MiniMax. ByteDance accounted for 36% of this figure at $4 billion. In Q3 alone, Anthropic's sales grew +47% QoQ, to a record $17 billion. At the same time, OpenAI revenue surged +50% to a record $10 billion. By comparison, DeepSeek's annualized revenue run rate doubled in September, but stands at just $1 billion. US tech firms remain in the lead of the AI race. (@TheKobeiss...
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Investors buying the dip in US equity ETFs at an unprecedented pace: The S&P 500 ETF, $VOO, attracted +$16.9 billion in inflows over 5 trading days ending November 10th, the most among major US equity ETFs. This was followed by the Nasdaq 100 ETF, $QQQ, and the total US stock market ETF, $VTI, at +$5.3 billion and +$3.3 billion, respectively. At the same time, the S&P 500 ETF, $SPYM, and the Nasdaq 100 ETF, $QQQM, attracted +$2.6 billion and +$2.2 billion. Meanwhile, the 3x Leveraged Long Semiconductor ETF, SOXL, and the 3x Leveraged Long Nasdaq 100 ETF, $TQQQ, saw +$2.1 billion and +$1.4 billion in inflows. In total, 10 major US equity ETFs attracted a massive +$37.5 billion over 5 tra...
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Investor positioning in silver is experiencing violent swings: Speculative investors sold -$2.3 billion in silver futures over the 5 weeks ending November 3rd, according to CFTC data. This was driven by -$2.6 billion in new short positions, partially offset by +$300 million in new longs. Hedge funds and commodity trading advisers (CTAs), alongside smaller traders such as retail investors, accounted for most of the sales, with each group reducing exposure to silver futures by ~$1.4 billion. As a result, aggregate net long speculative positioning fell to +$8.0 billion, its lowest since January 2025. Since its January 2026 peak, this figure has dropped by more than -$16.0 billion. Are inv...
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BREAKING: Jensen Huang reportedly had an “intimate relationship” with a second Nvidia, $NVDA, employee, per Reuters. This marks the third alleged affair for the now-former Nvidia CEO. (@TheKobeissiLetter)
4 250 просмотров 28 Реакции -
BREAKING: Multiple sources in the US intelligence community say that the intelligence collected on Alice Huang, the suspected spy targeting Jensen Huang, does not prove she was acting as a spy for China, per CNN. Some officials at the Office of the Director of National Intelligence have said the characterization of Alice Huang as a Chinese spy is "not entirely accurate and over-torqued." Officials at the CIA also are "not yet convinced" that the intelligence collection on Alice Huang so far, including intercepted communications, proves she was knowingly funneling information back to Beijing. The FBI has reportedly been investigating this affair for at least a year. We maintain our view t...
3 160 просмотров 28 Реакции -
Jensen Huang and the Nvidia board just made a massive mistake. He should not have resigned. The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision. There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders. This will go down as the most costly mistake of the AI Revolution. (@TheKobeissiLetter)
3 160 просмотров 63 Реакции -
BREAKING: The DOJ is probing Alice Huang, the woman suspected as a spy targeting Jensen Huang, over whether she was involved in smuggling products made by Super Micro Computer, $SMCI, to China, per Bloomberg SMCI’s stock extends losses to -14% on the day. https://t.co/aj9zXBYy4P (@TheKobeissiLetter)
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BREAKING: Nvidia stock, $NVDA, pares losses, rising back above $163/share, as investors buy the dip after Jensen Huang resigns. The stock has now erased half of its loss on the day. Nvidia’s future remains highly uncertain. https://t.co/fewcoGJqC9 (@TheKobeissiLetter)
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BREAKING: President Trump calls for former Apple CEO Tim Cook to become the next CEO of Nvidia, $NVDA. “A legend replaces a legend,” Trump says. https://t.co/QkIKJPZzV0 (@TheKobeissiLetter)
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BREAKING: The Trump Administration is reportedly considering firing Commerce Secretary Howard Lutnick over the China chip scandal. This comes amid reports that Lutnick stalled curbing chip sales to China. https://t.co/rFqn6kmNJq (@TheKobeissiLetter)
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BREAKING: The S&P 500 erases all losses and turns green as investors buy the dip in Nvidia, $NVDA. Nvidia has now erased more than half of its loss on the day. https://t.co/mEee9b3Nud (@TheKobeissiLetter)
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BREAKING: SpaceX, $SPCX, and Tesla, $TSLA, could merge as soon as December in what would be the largest merger of all time, per Bloomberg. The companies’ boards and advisors are now reportedly “hammering out” the terms of the agreement. (@TheKobeissiLetter)
2 760 просмотров 16 Реакции -
BREAKING: Bitcoin falls below $71,000 for the first time since August 20th and selling pressure in crypto gains momentum. Bitcoin is now down more than -19% since October 2nd. https://t.co/0sggb7RY63 (@TheKobeissiLetter)
Вопросы о канале «The Kobeissi Letter»
Сколько подписчиков у канала «The Kobeissi Letter»?
У канала «The Kobeissi Letter» (@thekobeissiletter) 11 442 подписчика на 13 ноября 2026 г.
Сколько человек видят пост в канале «The Kobeissi Letter»?
Средний пост набирает около 3 000 просмотров за 24 часа, это примерно 26 % подписчиков (ERR).
Какое место занимает канал «The Kobeissi Letter»?
По числу подписчиков: №1 566 среди международных каналов, №1 984 среди каналов на языке «английский», №2 460 в мире.
Публикует ли канал «The Kobeissi Letter» рекламу?
За последние 30 дней ни один из 19 постов не помечен как реклама (#ad, Sponsored, «Реклама»). Рекламу без пометки определить нельзя.
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