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The Kobeissi Letter
The Kobeissi Letter|Oct 30, 2026 15:33
Yesterday's earnings call with Reddit's CEO will be referenced for years to come. Reddit, RDDT, is now down -42% in 8 trading days. AI has disrupted search, and the internet more broadly, forever. Our thoughts on this are included below.
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Oct 30, 22:00California High Speed Rail CEO resigns
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Oct 30, 11:51Binance CEO confirms funds are safe
Oct 30, 09:41Strategy's CFO resigns as company reports record quarterly profit.
Oct 30, 05:00Amazon releases cash burn and revenue data

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