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The Kobeissi Letter
The Kobeissi Letter|7月 28, 2026 14:22
BREAKING: SanDisk stock, SNDK, falls over -17% on the day, now down -30% in 5 days and -55% from its record high. That's officially over -$200 billion in lost market cap since June 22nd. (The Kobeissi Letter)
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7月 30, 00:29ETH/BTC just broke through a trendline
7月 29, 20:31META's stock price fell by about 5% in after-hours trading.
7月 29, 20:13The U.S. stock market evaporated $1.2 trillion in market value today.
7月 29, 20:09Walsh's speech leaned hawkish, with the market expecting a more than 70% probability of a rate hike in September.
7月 29, 20:00The three major U.S. stock indexes closed lower collectively.
7月 29, 19:52Warsh keeps interest rates unchanged, Bitcoin falls back to $63.5K
7月 29, 19:51The Federal Reserve's day turns into a free-for-all
7月 29, 19:10META has been declining for nine consecutive trading days.
7月 29, 18:10AI-driven semiconductor sell-off in South Korea wipes $620 billion off KOSPI
7月 29, 17:36The market value of the world's most valuable chip stocks has evaporated by over $1 trillion.

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