Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.

120

YCB · Nov 4, 2026 · 12:10 PM UTC

YCB

@the_YCBNov 4

The dems will continue to increase government spending and the US will turn into France Bullish bitcoin:native

YCB · Nov 4, 2026 · 10:13 AM UTC

YCB

@the_YCBNov 4

Woke is on a revenge tour

YCB · Nov 4, 2026 · 3:10 AM UTC

YCB

@the_YCBNov 4

And here comes the sell off

YCB · Nov 4, 2026 · 1:39 AM UTC

YCB

@the_YCBNov 4

Long $BTC because infinite BRRRRRR

YCB · Nov 4, 2026 · 1:36 AM UTC

YCB

@the_YCBNov 4

Long data centers in space

YCB · Nov 4, 2026 · 1:11 AM UTC

YCB

@the_YCBNov 4

I mean we can guarantee money printing

YCB · Nov 3, 2026 · 8:34 PM UTC

YCB

@the_YCBNov 3

$MSFT offering a buyout for 1/4 of their workers is the signal. With AI, employees can probably do 40 hours of work in 20-30. Companies have too many employees.

YCB · Oct 30, 2026 · 4:37 PM UTC

YCB

@the_YCBOct 30

There is nothing like triggering the comments by mentioning gold

YCB

@the_YCBOct 30

Replying to @KobeissiLetter

Isn’t this the environment that gold is built for?

YCB · Oct 30, 2026 · 3:46 PM UTC

YCB

@the_YCBOct 30

You know hedge funds are panicking if they round trip gains into EOY

YCB · Oct 30, 2026 · 3:37 PM UTC

YCB

@the_YCBOct 30

There are no recessions, just flash crashes

109

YCB · Oct 30, 2026 · 1:13 PM UTC

YCB

@the_YCBOct 30

I will manifest this market higher.

YCB · Oct 30, 2026 · 12:32 PM UTC

YCB

@the_YCBOct 30

There are no recessions because this shit is just regular.

The Kobeissi Letter

@KobeissiLetterOct 29

Tech Stocks in Bear Market Territory: 1. AppLovin, $APP: -65% 2. CoreWeave, $CRWV: -57% 3. Coinbase, $COIN: -56% 4. Western Digital, $WDC: -52% 5. Oracle, $ORCL: -50% 6. Arm Holdings, $ARM: -49% 7. Circle, $CRCL: -44% 8. Sandisk, $SNDK: -42% 9. Robinhood, $HOOD: -40% 10. Seagate, $STX: -39% 11. ServiceNow, $NOW: -37% 12. Super Micro Computer, $SMCI: -35% 13. Intel, $INTC: -35% 14. Adobe, $ADBE: -34% 15. Broadcom, $AVGO: -31% 16. Marvell Technology, $MRVL: -30% 17. Alphabet, $GOOGL: -28% 18. IBM, $IBM: -25% 19. Micron, $MU: -24% 20. Meta, $META: -22% We are in a "stealth" bear market. Read our analysis below.