The million dollar question:
Will Jensen Huang deny allegations of the second affair reported by the New York Times just now?
If not, we are revising our outlook to a near-certain likelihood (>90%) that Huang will be removed from his role as CEO of...
The Kobeissi Letter
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Activity
Tokens tagged by the author per day over the selected time range. The most mentioned tokens have their own color, the rest add up in Other. A post that tags two tokens counts for both.
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Token Mentions
Tokens the author tagged in posts over the selected time range, most mentioned first: posts per token, the share of its classified posts that was bullish and the average engagement score of those posts, with price changes, market cap and volume as in the screener, plus price and sector on wide screens.
| 351 | 22 | 32% | 34 | $162.27 | -6.55% | -18.71% | -27.93% | $68M | $1.4M | Tokenized Stocks | |
| 1 | 9 | 33% | 54 | $73,807 | 0.05% | -8.36% | -11.43% | $1.5T | $1.1B | Payments | |
| 350 | 7 | 0% | 36 | $295.85 | 1.22% | 2.42% | -15.78% | $68M | $251K | Tokenized Stocks | |
| 2 | 6 | 0% | 78 | $2,055 | -0.37% | -15.23% | -18.08% | $251B | $386M | Layer 1 | |
| 323 | 4 | 25% | 33 | $758.08 | 0.35% | -1.06% | -3.12% | $74M | $117K | Tokenized Stocks | |
| 1083 | 3 | 67% | 15 | $357.71 | 2.43% | 2.08% | 4.25% | $12M | $54K | Tokenized Stocks | |
| 78 | 3 | 100% | 26 | $0.257 | -1.27% | -2.39% | -22.90% | $845M | $3.4M | DEX | |
| 7 | 3 | 67% | 25 | $83.37 | 0.02% | -13.41% | -22.43% | $49B | $151M | Layer 1 | |
| 344 | 3 | 33% | 22 | $387.45 | 0.53% | 1.96% | 3.07% | $70M | $384K | Tokenized Stocks | |
| 4 | 1 | 0% | 4.7 | $678.54 | -0.67% | -5.09% | -8.70% | $89B | $53M | CEX |
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Latest Posts
The author's newest posts in the selected time range.
@KobeissiLetter
BREAKING: Nvidia stock, $NVDA, crashes over -10% on reports that the company’s board is preparing to fire him from his role as CEO after news of a second affair. https://t.co/6z0GDqRRsp
11/11/2026 22:34
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@KobeissiLetter
BREAKING: Nvidia, $NVDA, is preparing to fire Jensen Huang, its founder and CEO, after allegations of a second affair have surfaced, per WSJ.
The board is preparing to meet as soon as today to determine his future.
11/11/2026 22:32
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@KobeissiLetter
BREAKING: Nvidia stock, $NVDA, falls sharply on reports that Jensen Huang had another affair with a senior employee at the company. https://t.co/mPK4SjdOB3
11/11/2026 22:06
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@KobeissiLetter
BREAKING: Nvidia, $NVDA, CEO Jensen Huang reportedly had another affair with a senior Nvidia employee, per NYT.
The relationship was reportedly with Kimberly Powell, Nvidia's VP of Health Care who reports to Jensen Huang.
Witnesses claim that Jense...
11/11/2026 22:04
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@KobeissiLetter
US pension funds are heavily concentrated in technology stocks:
The technology sector accounts for 44% of total US pension fund equity allocation, according to a Bloomberg analysis of more than 70 pension funds.
This percentage has more than double...
11/11/2026 21:07
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Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
| Handle: | @KobeissiLetter |
| Location: | United States |
| Website: | thekobeissiletter.com/subscribe |
| Joined: | June 2015 |
Author Data
The author's audience and activity. Followers change over the selected time range. Posts and Avg Engagement (the average engagement score per post, as in the feed's Engagement Score sort) cover the selected time range. Engagement Rank ranks the authors who posted in the range by average engagement score. All of the author's posts count: the filter chips do not apply here.
Followers 2.7M +1.94% (30D)
Following 602
Posts (30D) 384
Avg Engagement (30D) 28
Engagement Rank #19 of 1263
Sentiment
Share of the author's classified posts that were bullish, neutral and bearish over the selected time range. Posts without a sentiment classification are not counted. All of the author's posts count: the filter chips do not apply here.
Top Post
The author's post with the highest engagement score in the selected time range.
@KobeissiLetter
On today's stock market crash:
As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours?
The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election r...
11/5/2026 16:26
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