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in postLONG
“AI stocks have added +$6 trillion in value”
@KobeissiLetter · The Kobeissi Letter
AI stocks are the entire market in 2026; NVDA as the GPU backbone of the 84-firm AI basket that added $6T.
NVDALONG@ $208.02
$199.76-3.97%
since call Jun 20
peak +2.3%
in postLONG
“+$200 billion added by the energy sector”
@KobeissiLetter · The Kobeissi Letter
Energy is the only non-AI S&P sector with positive YTD market cap gains, a rare bright spot as every other sector bleeds $1T.
XLELONG@ $55.01
$60.37+9.74%
since call Jun 20
peak +11.2%
TIMESTAMPS
in post
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