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@KobeissiLetter Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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@KobeissiLetter Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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Absolutely insane.
Micron's, $MU, rally over the last 12 months makes the S&P 500's historic run look like a rounding error.
What a time to be an investor.
The Kobeissi Letter@KobeissiLetter
BREAKING: Micron, $MU, surges +7% at the open, now up nearly +1,500% in 13 months as its market cap nears $1.1 trillion. The stock was worth just $70 billion in April 2025.
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@WhaleInsider Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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BREAKING: Iranian outlet Eghtesad Online reports that Tehran has received an unofficial preliminary framework for a possible memorandum of understanding with the United States aimed at ending the ongoing conflict.
According to the reported draft, Iran would gradually restore commercial shipping through the Strait of Hormuz to pre-war levels within weeks, while the United States would ease its naval pressure and reduce military deployments positioned near Iran as part of a broader de-escalation process.
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@AshCrypto Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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BREAKING: Iranian state media reveals first details of a proposed US-Iran peace deal.
Key points of the draft agreement:
-Iran says commercial ship traffic will return to pre-war levels within 1 month
-Military vessels are excluded from the draft
-Iran and Oman would jointly manage Hormuz ship routing
-US forces would withdraw from areas near Iran
-US Navy blockade in the Strait of Hormuz would be lifted
OIL dropped to $88/barrel on this news
We are now waiting for the US response on this matter.
Ash Crypto@AshCrypto
BREAKING: 🇺🇸 US stock futures just hit a new ALL-TIME HIGH in hopes of a US-Iran deal. Nasdaq futures is up 0.66% on the day, hitting 30,297. Russell 2000 futures is up 0.37% on the day, hitting 2,949.
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@KobeissiLetter @gladstein Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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@cryptogoos Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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@BullTheoryio Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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Nasdaq 100 just closed above 30,000 for the first time in history. Today.
Nasdaq 100 up 1.76%
S&P 500 up 0.60%
Russell 2000 up 1.18%
56 days ago it was sitting at 22,800 due to panic of Iran war and Oil trading above $100.
Then nasdaq jumped +31% in 56 days, One of the fastest index recoveries ever recorded.
S&P 500 up 19.28% in the same period. Now at 7,519.
Russell up 22.11%. Small caps leading the recovery.
Dow up 12.40%. More cautious. Old economy stocks always lag in AI rallies.
Three things drove every single point of this recovery.
1) Nvidia posting $81.6 billion in revenue.
2) AI capex from Microsoft, Google, Meta and Amazon totalling $325 billion this year.
3) Hopes of US- Iran peace deal erasing oil premium.
The market crashed on war and recovered on AI.

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@unusual_whales Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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@zerohedge Just need to be patient, mean reversion will be epic over the next 12 to 24 months #TheBigShort #MichaelBurry #18yearrealestatecycle #SP500 #Nasdaq #Gold #Silver #Bitcoin #GFC
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