The Kobeissi Letter reports the Nasdaq 100 erased $4 trillion in 25 days while the S&P 500 Excluding AI reached a record high as AI stocks dropped over 13% in October.

Kobeissi Letter accurately called S&P 500 surges to 6500, 6800, 7000, delivering +700 points in days amid stock market rally and Bitcoin hype.

According to The Kobeissi Letter, the top 10% of US stocks now account for a record 76% of total market cap, concentrating index performance in mega-caps that can keep pushing the S&P 500 to new highs (source: The Kobeissi Letter on X, Dec 8, 2025). According to The Kobeissi Letter, large companies do not need rate cuts to sustain momentum, while consumer-focused cuts are coming and could further support equity indices (source: The Kobeissi Letter on X, Dec 8, 2025). According to The Kobeissi Letter, this concentration and policy backdrop underpin their forecast that the S&P 500 could reach 7000+ as leadership remains with mega-cap names (source: The Kobeissi Letter on X, Dec 8, 2025). For crypto traders, risk-on equity regimes have historically coincided with higher beta in BTC and ETH, making equity breadth and rates pricing key signals to monitor (source: IMF, "Crypto Prices Move More in Sync With Stocks," Jan 2022; The Kobeissi Letter on X, Dec 8, 2025).

According to @KobeissiLetter, the Kobeissi Letter weekly report for the week of November 24, 2025 has been published and is available at https://t.co/9c65UCfNau, source: @KobeissiLetter on X dated Nov 23, 2025, tweet URL: https://twitter.com/KobeissiLetter/status/1992727359645184087. According to @KobeissiLetter, the Chart of the Week for the same period is live and can be viewed or accessed via free signup through the same link, source: @KobeissiLetter on X dated Nov 23, 2025, tweet URL: https://twitter.com/KobeissiLetter/status/1992727359645184087.

According to @KobeissiLetter, the weekly Kobeissi Letter and the Chart of the Week for the week of November 17 have been published and are available via the provided links with a free sign-up option, enabling traders to review the latest update directly from the source for timely market awareness. Source: The Kobeissi Letter on X, Nov 16, 2025: https://tinyurl.com/TheKobeissiLetter and https://tinyurl.com/TKLChartofWeek

According to The Kobeissi Letter, circulating claims that Michael Saylor sold 47,000 BTC are false and reflect rumor-driven FUD that can appear near capitulation lows, source: The Kobeissi Letter. The Kobeissi Letter adds that such false large-sale chatter can mark a potential bottom in BTC as sentiment washes out, which traders track for reversal setups, source: The Kobeissi Letter. The Kobeissi Letter frames this event as a contrarian bullish signal rather than evidence of real supply hitting the market, source: The Kobeissi Letter.

According to @KobeissiLetter, they are live on Fox Business and shared a link to the segment; the post is time-stamped Nov 12, 2025 and provides no market data, price targets, trading calls, or specified discussion topics, so no immediate trading implication can be derived from the post alone, source: The Kobeissi Letter on X, Nov 12, 2025. Traders seeking actionable insights would need to watch the Fox Business appearance for any macro or market commentary; the post itself contains no additional details, source: The Kobeissi Letter on X, Nov 12, 2025.