@KobeissiLetter
@KobeissiLetter
Founder and Lead Analyst at The Kobeissi Letter
Who Is This Person?
The @KobeissiLetter Twitter account is associated with The Kobeissi Letter, a financial newsletter and analysis service founded by Adam Kobeissi. It focuses on market insights, economic data, investment strategies, and retail investor trends. The account has been active since at least 2019, with milestones including reaching 12,000 followers in February 2019, 300,000 in May 2023, and 500,000 in April 2024. As of late 2025, it continues to post regularly on topics like stock market activity, economic reports, and trade developments, with recent activity emphasizing rising retail investor participation and market predictions. The account promotes a premium subscription service for detailed trades and analysis, claiming over +370% returns since 2020.
How Credible Are They?
Overall high credibility as a finance-focused account led by Adam Kobeissi, with transparent professional affiliations to The Kobeissi Letter newsletter. No evidence of misinformation, scandals, or fact-checking failures; content is consistent, educational, and aligned across Twitter, Stocktwits, and the newsletter site. Influence stems from timely, engaging analysis that resonates with retail audiences, though promotional elements for paid services slightly temper objectivity. Suitable for following market trends, but users should cross-verify investment advice.
Assessment by Grok AI
What's Their Track Record?
The account maintains a strong track record of accurate market commentary, with no major fact-checks, corrections, or controversies identified in available sources. Reviews describe it as a legitimate newsletter providing reliable long- and short-term investment insights. Tweet patterns show consistent, data-driven posts citing sources like Citadel Securities and official economic reports, with high engagement on verifiable topics. Historical claims, such as follower growth and trade performance, align with public milestones and self-reported successes without evident disputes.
What Have We Analyzed?
Recent posts and claims we've fact-checked from this author
Post by @KobeissiLetter
@KobeissiLetter · Nov 10
Copper is set for a historic shortage next year: The copper market is expected to face its most severe deficit in 22 years in 2026, at -590,000 tons, according to Morgan Stanley. The deficit is expected to widen by 2029 to a whopping -1.1 million tons. This comes as global annual copper production is on course to contract for the first time since 2020. Major production disruptions have impacted mines worldwide, with operational issues at several major mining sites exacerbating supply constraints. At the same time, demand from AI data centers and electric vehicles is expected to outpace supply. Copper miners have already struggled for years to keep pace with surging demand. Higher copper prices are here to stay.
Post by @KobeissiLetter
@KobeissiLetter · Nov 6
The AI economy: “AI” mentions during S&P 500 earnings calls this quarter have surpassed 10,000 for the first time in history. This figure has DOUBLED over the last 18 months. It also surpassed the previous record of ~9,000 set at the end of June. To put this into perspective, “AI” was cited just ~1,000 times during the 3-month period ending March 2023. Over 60% of S&P 500 companies have mentioned AI this earnings season, doubling since Q4 2022. AI is everything right now.
Post by @KobeissiLetter
@KobeissiLetter · Nov 3
The downfall of tech jobs in California will be studied for years to come. The % of US tech jobs located in California is now below 2008 levels.
Post by @KobeissiLetter
@KobeissiLetter · Oct 3
BREAKING: President Trump is considering providing taxpayers with $1,000 to $2,000 stimulus checks using tariff revenue.