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The Kobeissi Letter

The Kobeissi Letter✓

X @kobeissiletter
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📣Sponsored postOne tweet with your link and creative. $19,060→ 🧵Sponsored threadA multi-tweet thread — X rewards long-form, threads out-reac… $47,650→ 🎬Sponsored video postA dedicated video tweet — X pushes video hard, so it gets pr… $26,684→ 📌Pinned postA sponsored post pinned to the top of my profile for the mon… $57,180/mo→ 📍Post + pin comboA sponsored post that also stays pinned for a set number of … $30,496→ 🔁Repost / quote-tweet packageI repost or quote-tweet your posts through the month — distr… $38,120/mo→ 🔗Bio link placementYour link in my bio for the month — X allows only one, so it… $28,590/mo→ 🎙️X Spaces appearance / hostI host or feature you in an X Space (live audio) — a branded… $38,120→ 🤝Cross-promo / mutual shoutoutWe shout each other out — a value swap between accounts. Swap→ 🎬UGC HireBranded content for your own channels & ads from $8,339→ 🎙️Podcast guest spotInvite The Kobeissi Letter onto your podcast (~45 min, remote) $8,339→

Every booking is a normal escrow-protected deal.

Followers
2.38M
Posts
32.6K
Following
625
Account age
11 yrs
🧰 Free analysis for The Kobeissi Letter
🕵️ Fake follower check 📊 Engagement rate 💰 What they charge

Known for

ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly 11.74M views ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly BREAKING: US oil prices crash below $79/barrel after President Trump cancels US strikes on Iran and says a deal is near. 1.55M views BREAKING: US oil prices crash below $79/barrel after President Trump cancels US strikes on Iran and says a deal is near. BREAKING: President Trump tells oil companies to "get your retail oil prices down, now!" 900.8K views BREAKING: President Trump tells oil companies to "get your retail oil prices down, now!" BREAKING: President Trump says Iranian leadership is "duplicitous" and claims that the US has "completely controlled" the Strait of Hormuz. 408.1K views BREAKING: President Trump says Iranian leadership is "duplicitous" and claims that the US has "completely controlled" the Strait of Hormuz.

📊 Post performance

212.8K
Avg views / post
8.9%
Reach vs followers
Jun 2015
On X since

🔥 Top post: ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s · 11.74M views

📊 Activity & format

Posting cadence
0.61 / week
A lower-frequency account — each post lands with more weight.
Content mix
Mostly images
Recent: 0 video · 15 image · 3 text.
Follower / following
3.8K×
Follows 625 back. A strong ratio — an audience that follows them, not a follow-for-follow network.
Verification
✓ X Premium
A paid X Premium (Blue) verified account.

Recent posts

View on X ↗
🔥 Top post ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly 11.74M❤ 6.2K🔁 1.3K
Crypto trading activity is declining: Daily trading volume across the 44 spot crypto exchanges tracked by Kaiko fell to ~$15 billion last week, the lowest level of the year. This marks a -70% decline from January peak levels. By compari… 197.7K❤ 1.5K🔁 358 Semiconductor stocks are facing one of their most volatile periods in history: The semiconductor index, $SOX, saw intraday swings of at least 2% in all 22 trading days in July, matching the reading last seen in 2020. Before that, such a … 139.4K❤ 579🔁 133 Leveraged ETFs in chip stocks are seeing historic capital flows. Global leveraged and inverse ETFs tracking SK Hynix now hold ~$5.5 billion in assets, the most of any single stock worldwide. This is followed by Micron, $MU, and Nvidia, $… 171K❤ 599🔁 122 Hedge funds are rushing back into tech stocks: In the week ending Thursday, hedge funds recorded their largest purchase of US technology stocks since December 2022. This also marked the 3rd-largest weekly purchase in at least 5 years. T… 212.8K❤ 1.1K🔁 224 AI benchmarking is becoming a multi-billion dollar industry. As the number of AI models multiplies, benchmarking is becoming its own market. This market now stands at ~$1.2 billion and is expected to grow to $9.6 billion by 2035. This a… 183.3K❤ 399🔁 64 BREAKING: Palantir stock, $PLTR, surges over +8% after reporting stronger than expected earnings. 309.3K❤ 4.4K🔁 434 BREAKING: The Dow Jones Industrial Average closes +690 points higher and officially posts its highest close on record. All-time highs are officially back. 183.4K❤ 1.9K🔁 247 BREAKING: The S&P 500 surges above 7,600 for the first time since June 3rd, now up +1.5% today. Despite all the noise, we are just 20 point away from a new record high. 319.4K❤ 4.1K🔁 457 US business investment in software remains robust. In Q1 2026, US businesses invested an annualized $797.6 billion in software. That is nearly 2x the pace seen a decade ago and one of the highest levels on record. As AI adoption accele… 166.1K❤ 413🔁 73 BREAKING: Global technology equity funds attracted +$15.7 billion in inflows last week, the 3rd-largest weekly inflow on record. This marks the 4th consecutive weekly inflow of over +$10.0 billion. As a result, the 4-week average of infl… 143.2K❤ 737🔁 156 BREAKING: President Trump says Iranian leadership is "duplicitous" and claims that the US has "completely controlled" the Strait of Hormuz. 408.1K❤ 2.5K🔁 478 BREAKING: President Trump tells oil companies to "get your retail oil prices down, now!" 900.8K❤ 5.7K🔁 1.4K

💡 Facts

🗓️Joined X in 2015 — 11 years ago.
👁️Averages 212.8K views per post.
📤Posts about 0.6× per week.
💬0.13% engagement rate.
🏅Earned the 1M Followers for passing 1M followers.

🕵️ Fake follower check

Estimated
46/100
Fair Credibility score
69%
Mixed Real audience
Medium Fake-follower risk
High Data confidence
  • Est. 69% real, active audience · Medium fake-follower risk.
  • Low engagement (~8.9% of followers engage each post) — a sign of an inflated or inactive audience.
  • Organic base — far more followers than accounts it follows.
  • Verified account.
  • Established account (11+ years old).
  • 0.13% engagement — below the ~10.8% typical for this size.

Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.

About

Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us:

📸 Gallery

Crypto trading activity is declining: Daily trading volume across the 44 spot crypto exchanges tracked by Kaiko fell to ~$15 billion last week, the lowest level of the year. This marks a -70% decline from January peak levels. By comparison, in February, there were 2 trading Semiconductor stocks are facing one of their most volatile periods in history: The semiconductor index, $SOX, saw intraday swings of at least 2% in all 22 trading days in July, matching the reading last seen in 2020. Before that, such a period last occurred during the 2008 Leveraged ETFs in chip stocks are seeing historic capital flows. Global leveraged and inverse ETFs tracking SK Hynix now hold ~$5.5 billion in assets, the most of any single stock worldwide. This is followed by Micron, $MU, and Nvidia, $NVDA, which account for ~$5.1 billion and Hedge funds are rushing back into tech stocks: In the week ending Thursday, hedge funds recorded their largest purchase of US technology stocks since December 2022. This also marked the 3rd-largest weekly purchase in at least 5 years. The move was primarily driven by long AI benchmarking is becoming a multi-billion dollar industry. As the number of AI models multiplies, benchmarking is becoming its own market. This market now stands at ~$1.2 billion and is expected to grow to $9.6 billion by 2035. This also implies over ~8x growth over then BREAKING: Palantir stock, $PLTR, surges over +8% after reporting stronger than expected earnings. BREAKING: The Dow Jones Industrial Average closes +690 points higher and officially posts its highest close on record. All-time highs are officially back. BREAKING: The S&P 500 surges above 7,600 for the first time since June 3rd, now up +1.5% today. Despite all the noise, we are just 20 point away from a new record high.

🔀 Audience overlap

Estimated

Estimated shared audience with similar creators — useful for avoiding overlap (or doubling down) when planning a campaign.

Pete Hegseth Pete Hegseth 16% ELLE Magazine (US) ELLE Magazine (US) 15% klm klm 14% Camille Johnson Camille Johnson 14% Kamal Haasan Kamal Haasan 14% New York Times Opinion New York Times Opinion 13%

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