Roberto🎴

[The Kobeissi Letter @KobeissiLetter]

https://t.co/WahTIU665I

[Roberto🎴 @RobertoP303]

@KobeissiLetter Based on the 6 bullet points provide info on the final statement @grok

[Roberto🎴 @RobertoP303]

@Sincericida_ON @tudimebeto No digas mamadas Mary Jane

[The Kobeissi Letter @KobeissiLetter]

Nvidia's AI chips are consuming memory at an unprecedented pace:

Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM.

This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone.

By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less.

In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply.

Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips.

As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90.

The global memory chip shortage is out of control.

[Justin Snyder || TheMaineWonk @TheMaineWonk]

If you’re keeping track:

Feb 28: Completely and Totally obliterated. Iran war is already won.

March 1: Tehran will be taken in 3-4 days

March 2: 4-5 weeks. No forever wars!

Trump Last Night: "Wars can be fought forever"

[𓂀 @PharaohX33]

Saying this while living in Puerto Rico & repping Puerto Rico is hypocrisy at its finest.

[𓂀 @PharaohX33]

Apparently, the metals bullrun is "just getting started" 😂

They must've bought Gold @ $4900 & Silver @ $95

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 surges over +1% after President Trump cancels 10% tariffs on the EU.

Just like that, step #8 of our “tariff playbook” has arrived.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Dollar now represents ~40% of global currency reserves, the lowest in at least 20 years.

This percentage has declined -18 percentage points over the last 10 years.

Over the same period, gold’s percentage has increased +12 points, to 28%, the highest since the early 1990s.

Gold now accounts for more global FX reserves than Euro, Yen and Pound combined.

This comes as central banks continue diversifying away from the US Dollar while rapidly stockpiling gold in their vaults.

As a result, gold prices rallied +65% in 2025, the largest annual gain since 1979, while the US Dollar Index declined -9.4%, its worst annual performance in 8 years.

Gold is changing the world.

[Jack Mallers @jackmallers]

Venezuela isn’t about oil. It’s about critical minerals and territory where China, Iran and Russia operate simultaneously.

Another sign the post-1971 fiat system is dead.

The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin.

[19keys @19keys_]

The Libyans celebrated when Ghadafi was killed too.

[19keys @19keys_]

How capitalism turns us into cattle and destroys motivation

[Roberto🎴 @RobertoP303]

Old habits can’t handle new blessings

[The Kobeissi Letter @KobeissiLetter]

The US unemployment rate will keep rising:

The gap between Americans saying jobs are “plentiful” versus “hard to get” fell to 9.7% in November, near the lowest in 4 years.

Perceptions of the job market have consistently deteriorated over the last 3 years.

Historically, this metric has been one of the earliest signals of rising unemployment.

Meanwhile, continuing jobless claims reached 1.96 million in the week ending November 15th, the 3rd-highest since November 2021.

To put it simply, finding a job in the US is still becoming more difficult.

The Fed has no choice but to cut rates again.

[Roberto🎴 @RobertoP303]

📈 https://t.co/EaBL2lL6EO

[Spatial Sports @SpatialSports]

@KobeissiLetter this is the video where he announced it

[stock goat @kylewhitegoat]

WHO'S BUYING THE GOVERNMENT REOPEN DIP?

$SOFI $32 to $26 🚨 -18% DISCOUNT

$TSLA $488 to $406 🚨-17% DISCOUNT

$PLTR $207 to $168 🚨 -19% DISCOUNT

$HOOD $153 to $113 🚨 -26% DISCOUNT

$IREN $77 to $46 🚨 -40% DISCOUNT

$RKLB $74 to $42 🚨 -42% DISCOUNT

$HIMS $73 to $34 🚨-52% DISCOUNT

$UPST $96 to $36 🚨 -64% DISCOUNT

$PYPL $308 to $61 🚨 -80% DISCOUNT

$BMNR $161 to $30 🚨 -81% DISCOUNT

[The Kobeissi Letter @KobeissiLetter]

Therefore, when you really zoom out, it seems that crypto is in a "structural" bear market.

The fundamental value of crypto has only improved, but market dynamics are shifting.

As with any efficient market, the wrinkles will work their way out.

We think the bottom is near.

[Roberto🎴 @RobertoP303]

https://t.co/2yRnyZrnDn

[Robert Kiyosaki @theRealKiyosaki]

CRASH COMING: Why I am buying not selling.

My target price for Gold is $27k. I got this price from friend Jim Rickards….and I own two goldmines.

I began buying gold in 1971….the year Nixon took gold from the US Dollar.

Nixon violated Greshams Law, which states “When fake money enters the system….real money goes into hiding.”

My target price for Bitcoin is $250 k in 2026.

Silver $100 in 2026. I own silver mines and I know new silver is scarce.

Ethereum $60. I got this from Tom Lee. Ethereum is block chain for Stable coins. This means Ethereum follows METCALFS law…. The law of NET WORKS.

LESSON: I follow the laws of money, Gresham and Metcalf’s laws.

Unfortunately the US Treasury and Fed break the laws. They print fake money to pay their bills. If you and I did what the Fed and Treasury are doing…. We would be in jail for breaking the laws.

Today the USA is the biggest debtor nation in history and why I have been warning “Savers are losers.”

That is why I keep buying gold, silver, Bitcoin, and Ethereum even when they crash.

Take care. Massive riches ahead.