Kostas Palyvos

[The Kobeissi Letter @KobeissiLetter]

AI adoption is spreading far beyond tech:

80.6% of US technology and media businesses now have paid AI subscriptions, the highest percentage on record.

Finance and insurance companies follow at 73.1%, up from ~60.0% in December 2025.

Meanwhile, 60.4% of US manufacturing firms are paying for AI subscriptions, their highest proportion on record and the 3rd-highest among major sectors.

This percentage has nearly doubled since the start of 2025.

Over the same period, the proportion of retail companies paying for AI subscriptions has risen +20 percentage points, to a record 49%.

Non-tech firms are now quickly adopting AI.

[Kostas Palyvos @K_Palyvos]

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[Kostas Palyvos @K_Palyvos]

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[Kostas Palyvos @K_Palyvos]

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[Kostas Palyvos @K_Palyvos]

@ElonMuskAOC Let's go

[Kostas Palyvos @K_Palyvos]

@ElonMuskAOC Yeah

[Kostas Palyvos @K_Palyvos]

@ElonMuskAOC Let's do that

[Kostas Palyvos @K_Palyvos]

@KobeissiLetter 9ur8

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu Congratulations

[Kostas Palyvos @K_Palyvos]

@documentonews Αποκλείεται να ήταν η καταλληλότερη για την θέση...?

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu Well done, you deserve it

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu After 14years of trading, i can tell that you are the best analyst that i have ever seen. Don't let the 1% of your followers ruin your mood

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu To the point, as always!

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu How did you manage to reach such a high level in analyzing and forecasting the market?

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu You were super clear. This market is not for everybody

[Kostas Palyvos @K_Palyvos]

@MasterPandaWu 4054

[The Kobeissi Letter @KobeissiLetter]

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[Kostas Palyvos @K_Palyvos]

@MasterPandaWu Ford mustang Mach-E