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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l
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RT @DimitryNakhla: Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l
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The Kobeissi Letter
BREAKING: Jim Cramer says “don’t let Monday’s sell-off scare you out of the market entirely.” https://t.co/TSiVcqZpH1
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BREAKING: Jim Cramer says “don’t let Monday’s sell-off scare you out of the market entirely.” https://t.co/TSiVcqZpH1
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The Kobeissi Letter
BREAKING: Nasdaq 100 futures fall another -160 points in after hours trade.
Nasdaq futures are now down nearly -900 points today. https://t.co/4YnyDqF0ck
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BREAKING: Nasdaq 100 futures fall another -160 points in after hours trade.
Nasdaq futures are now down nearly -900 points today. https://t.co/4YnyDqF0ck
The interview that BROKE the market:
24 hours ago, President Trump joined Fox News and acknowledged a recession MAY be coming.
This marked a CLEAR shift in sentiment today, with the S&P 500 now down -$5 TRILLION in 13 trading days.
Here's exactly what happened.
(a thread) https://t.co/1MRGl8gx6p tweet
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The Kobeissi Letter
RT @KobeissiLetter: The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5
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RT @KobeissiLetter: The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5
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The All-In Podcast
2025 has been brutal for the mag 7 📉
as of monday's close, mag 7 market caps were down a collective ~$2T
-- $tsla -45%
-- $nvda -20%
-- $goog -12%
-- $amzn -11%
-- $msft -10%
-- $aapl -9%
-- $meta +2%
on this year's predictions show in early january, @chamath picked the mag 7 as his biggest business loser for 2025.
" I think when we look back, the absolute dollar drawdown of the Mag 7 will be in the trillions of dollars."
" And the reason is not necessarily because of the underlying fundamentals of these companies."
"But I am a little bit worried ... about the general concentration of the top 7, 8, 9, 10 companies in the indices. I think it's approaching 40%."
this year, we partnered with @polymarket to turn bestie prognostications into prediction markets:
"Magnificent 7 shrinks below 30% of S&P 500 in 2025?"
what do you think? 👇
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2025 has been brutal for the mag 7 📉
as of monday's close, mag 7 market caps were down a collective ~$2T
-- $tsla -45%
-- $nvda -20%
-- $goog -12%
-- $amzn -11%
-- $msft -10%
-- $aapl -9%
-- $meta +2%
on this year's predictions show in early january, @chamath picked the mag 7 as his biggest business loser for 2025.
" I think when we look back, the absolute dollar drawdown of the Mag 7 will be in the trillions of dollars."
" And the reason is not necessarily because of the underlying fundamentals of these companies."
"But I am a little bit worried ... about the general concentration of the top 7, 8, 9, 10 companies in the indices. I think it's approaching 40%."
this year, we partnered with @polymarket to turn bestie prognostications into prediction markets:
"Magnificent 7 shrinks below 30% of S&P 500 in 2025?"
what do you think? 👇
Major Mag 7 Drawdown: You Heard It Here First 🔮
So far this year, the Mag 7 has seen over $1.5T wiped off of their collective market caps.
Who could have seen that coming!?
On the 2025 All-In predictions show, @chamath predicted a Mag 7 pullback in the trillions of dollars:
"I think when we look back, the absolute dollar drawdown of the Mag 7 will be in the trillions of dollars."
"And the reason is not necessarily because of the underlying fundamentals of these companies."
"But I am a little bit worried ... about the general concentration of the top 7, 8, 9, 10 companies in the indices. I think it's approaching 40%."
" And I think that when you look at these historic concentrations, they've generally foreshadowed a big drawdown."
"And unfortunately, I don't see how you can inoculate yourself from that risk."
"It could even be 10%, but 10% will be a couple trillion bucks." tweet
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The Kobeissi Letter
BREAKING: Tesla stock, $TSLA, falls another -5% in overnight trading, now down over -20% including the regular trading session’s drop.
The stock is on track to open near its most oversold daily RSI reading in history. https://t.co/PekkxWa5q9
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BREAKING: Tesla stock, $TSLA, falls another -5% in overnight trading, now down over -20% including the regular trading session’s drop.
The stock is on track to open near its most oversold daily RSI reading in history. https://t.co/PekkxWa5q9
The REAL reason markets are crashing:
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap.
We have just witnessed one of the most SUDDEN shifts in sentiment since 2020.
What's happening? Let us explain.
(a thread) https://t.co/uPh9qGWfa5 tweet
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The Kobeissi Letter
BREAKING: Bitcoin officially falls below $77,000 for the first time since November 10th.
Bitcoin is now down -30% from its all time high. https://t.co/bOvoBLrvrH
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BREAKING: Bitcoin officially falls below $77,000 for the first time since November 10th.
Bitcoin is now down -30% from its all time high. https://t.co/bOvoBLrvrH
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The Kobeissi Letter
This is insane:
Nasdaq 100 futures are currently casually down another -300 points in after hours trading.
This puts today's total losses at -1050 points, or -5.8%, today ALONE.
If the market was open, we would be -1.2% away from a circuit breaker.
Panic selling has arrived. https://t.co/qpErqYwkMo
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This is insane:
Nasdaq 100 futures are currently casually down another -300 points in after hours trading.
This puts today's total losses at -1050 points, or -5.8%, today ALONE.
If the market was open, we would be -1.2% away from a circuit breaker.
Panic selling has arrived. https://t.co/qpErqYwkMo
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