According to @KobeissiLetter, on August 11 news circulated that Nvidia (NVDA) and AMD reached an agreement with President Trump to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls. According to @KobeissiLetter, there has been little subsequent mention or official follow up on this reported agreement. According to @KobeissiLetter, the post provides no official confirmation or documentation of policy changes, leaving traders without verifiable updates to price in. According to @KobeissiLetter, the post does not reference any direct impact on cryptocurrencies or crypto assets.

According to @KobeissiLetter, many Wall Street banks raised their price targets above $200 this morning, creating a supportive backdrop for near-term trading momentum; source: @KobeissiLetter. @KobeissiLetter adds that Jensen Huang will be working overtime to at least partially restore sales in China, a key narrative driver for the stock; source: @KobeissiLetter. With expectations set low, @KobeissiLetter notes there is ample room for an upside surprise, presenting a potentially favorable risk-reward setup for short-term traders; source: @KobeissiLetter.

According to @KobeissiLetter, Nvidia reported $4.6B of H20 sales to China in Q1 out of $5.2B of revenue, leaving roughly $900M from other permitted categories such as data center hardware, networking infrastructure, gaming GPUs, and robotics compute (source: @KobeissiLetter). According to @KobeissiLetter, this breakdown indicates H20 accounted for about 88% and other permitted categories about 12% of the cited revenue mix in Q1, which frames segment exposure for trading models (source: @KobeissiLetter). According to @KobeissiLetter, crypto market participants tracking GPU-dependent activity can note that gaming GPUs are among the permitted shipments to China, which is relevant when monitoring hardware-sensitive crypto infrastructure flows (source: @KobeissiLetter).

According to @KobeissiLetter, Nvidia indicated that if geopolitical issues subside, China shipments of H20 accelerators could deliver $2–$5 billion in revenue next quarter. According to @KobeissiLetter, the post frames China as Nvidia’s key to becoming the first $5 trillion company, making prospective China H20 sales a major near-term catalyst and headline risk for NVDA. According to @KobeissiLetter, realization of the $2–$5 billion revenue window next quarter hinges on geopolitical conditions around China.

According to @KobeissiLetter, Nvidia reported record quarterly revenue of $46.7 billion with no H20 chip sales to China, underscoring that the result was achieved without contributions from that market segment (source: The Kobeissi Letter on X, Aug 27, 2025). According to @KobeissiLetter, Nvidia guided next quarter revenue to $55 billion and stated the outlook excludes any H20 shipments to China, clarifying that the guidance does not assume China-related H20 contributions (source: The Kobeissi Letter on X, Aug 27, 2025). According to @KobeissiLetter, this AI compute focused update offers relevant context for traders in NVDA and the broader AI supply chain, and it also provides macro narrative context that crypto market participants tracking AI linked themes often monitor for sentiment shifts, even though the source did not reference specific crypto assets (source: The Kobeissi Letter on X, Aug 27, 2025).

According to @StockMKTNewz, U.S. Congressman Tim Moore purchased between $15,000 and $50,000 of Intel INTC common stock less than a month ago, reported on August 23, 2025, source: @StockMKTNewz. The source specifies the size range and ticker INTC but provides no additional details such as the exact trade date, execution price, or any derivatives exposure, source: @StockMKTNewz. The post does not mention any cryptocurrencies or digital assets, so no direct crypto market impact is identified by the source, source: @StockMKTNewz.

According to @StockMKTNewz, Intel said the U.S. Government will make an 8.9 billion dollar investment in Intel common stock. Source: @StockMKTNewz on X, Aug 23, 2025. According to @StockMKTNewz, the government’s equity stake would be funded by 5.7 billion dollars in previously awarded but unpaid grants to Intel under the U.S. CHIPS and Science Act. Source: @StockMKTNewz on X, Aug 23, 2025. No direct cryptocurrency market impact or digital asset references were mentioned in the source. Source: @StockMKTNewz on X, Aug 23, 2025.

According to @DowdEdward, CNBC reported that the U.S. government has taken a 10% equity stake in Intel (INTC), a move that could immediately refocus semiconductor trading flows around policy-driven capital and national security themes, source: @DowdEdward; CNBC. Intel is already a key beneficiary of the CHIPS Act, with the U.S. Department of Commerce announcing up to 8.5 billion dollars in grants and up to 11 billion dollars in loans to Intel in March 2024, underscoring sustained federal support for domestic fabs, source: U.S. Department of Commerce. For crypto traders, the direct hardware link is limited because Intel discontinued its Blockscale Bitcoin mining ASIC line in 2023, reducing near-term supply effects on BTC mining equipment, source: Reuters. However, stronger U.S. backing for U.S.-based fabs aligns with CHIPS Act goals to shore up advanced chip supply for data centers and high-performance computing, and risk sentiment spillovers from large-cap tech into Bitcoin have been documented, suggesting traders monitor cross-asset moves between INTC and BTC on policy headlines, source: U.S. Department of Commerce; International Monetary Fund.

According to @stocktalkweekly, President Trump said he told Intel’s CEO that the United States should be given a 10% stake in Intel (INTC) (source: @stocktalkweekly). The source post offers no details on timing, structure, legal basis, or confirmation from Intel or U.S. officials, indicating this is a headline statement without accompanying policy documentation (source: @stocktalkweekly). The source does not mention cryptocurrencies or digital assets, and any crypto-market impact is not addressed in the post (source: @stocktalkweekly).

According to @StockMKTNewz, Nvidia NVDA CEO Jensen Huang said Taiwan Semiconductor TSMC is one of the greatest companies in the history of humanity, posted on X on Aug 22, 2025, source: @StockMKTNewz. Nvidia discloses it uses external foundries including TSMC for manufacturing, assembly, and testing of its GPUs, identifying TSMC as a key supplier, source: Nvidia Form 10-K for fiscal year ended Jan 28, 2024. TSMC stated it is expanding CoWoS advanced packaging capacity through 2024 and 2025 to meet surging AI accelerator demand, source: TSMC Q2 2024 earnings call prepared remarks. For crypto markets, Ethereum moved to proof-of-stake in 2022 eliminating GPU mining for ETH, while Bitcoin mining relies on ASICs rather than GPUs, so AI GPU supply changes tied to NVDA and TSMC have limited direct impact on BTC and ETH mining, source: Ethereum Foundation The Merge update and Bitcoin developer documentation. GPU availability remains relevant for smaller GPU-mined coins such as Ethereum Classic, source: Ethereum Classic documentation.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) executives would consider returning CHIPS Act funds if the U.S. government asked for an equity stake, citing the Wall Street Journal as the source (source: Wall Street Journal). The U.S. Department of Commerce previously announced up to $6.6 billion in direct funding for TSMC’s Arizona fabs under the CHIPS program, making any equity-linked conditions material for capex planning and risk assessment by equity holders and suppliers (source: U.S. Department of Commerce press release, April 8, 2024). Nvidia relies on TSMC as a key foundry for advanced AI GPUs, so any change to TSMC’s U.S. expansion incentives could influence AI chip supply expectations and NVDA margin outlook tracked by traders (source: Nvidia Corporation, 2024 Form 10-K). Crypto traders should note that Bitcoin’s returns have shown positive correlation with U.S. tech equities, meaning AI hardware supply headlines can indirectly affect BTC via broader tech risk sentiment (source: International Monetary Fund, 2022 analysis on crypto–equity correlations).

According to @StockMKTNewz, CNBC reports Intel INTC is in talks for an equity infusion at a discounted price, signaling a potential below-market share issuance. source: @StockMKTNewz; CNBC. Discounted equity raises typically dilute existing shareholders and pressure near-term share prices around announcement and pricing windows. source: CFA Institute; Journal of Financial Economics. Traders should watch deal size, discount and stated use of proceeds for price discovery, while sector ETFs that hold Intel such as SOXX and SMH may mirror the move. source: CFA Institute; iShares SOXX factsheet; VanEck SMH factsheet. A risk-off reaction in a large-cap tech name can spill into crypto, as BTC and equities have shown increased correlation since 2020, so a negative tape in INTC could weigh on BTC and ETH intraday. source: International Monetary Fund; Bank for International Settlements.

According to @StockMKTNewz, U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips deemed at high risk of illegal diversion to China, with trackers reportedly found in Dell and Super Micro shipments containing Nvidia and AMD components; source: @StockMKTNewz. According to @StockMKTNewz, the reported enforcement focus raises headline and compliance risk for NVDA, AMD, DELL, and SMCI, suggesting traders monitor premarket gaps, options implied volatility, and any logistics or customs-related disclosures for these tickers; source: @StockMKTNewz. According to @StockMKTNewz, increased scrutiny on AI hardware supply chains can influence sentiment in AI-linked crypto assets, so traders may watch cross-asset flows and the beta of AI narratives in crypto relative to AI equities around this headline; source: @StockMKTNewz.

According to @StockMKTNewz, the United States controls 69% of the world’s AI computing power, as stated in an X post dated Aug 12, 2025 (source: @StockMKTNewz). For traders, a US-heavy compute footprint suggests focusing on US-centric AI exposure in chips and hyperscale cloud while validating the post’s underlying methodology before sizing positions (source: @StockMKTNewz). Crypto markets may track the theme via AI infrastructure tokens tied to GPU and compute narratives, with sentiment influenced by the US concentration highlighted in the post (source: @StockMKTNewz).

According to @KobeissiLetter, President Trump stated that Nvidia and AMD were "negotiated down to 15%" on the chip export deal to China and described Nvidia’s H20 chip as "obsolete but still has a market" (source: The Kobeissi Letter on X, Aug 11, 2025). For traders, this headline serves as an immediate policy catalyst to track NVDA and AMD price action and liquidity as markets reassess China-bound AI chip flows and product mix risk (source: The Kobeissi Letter on X, Aug 11, 2025). Crypto market participants focused on the AI narrative can also monitor sentiment spillover to AI-related tokens given the linkage to AI compute supply headlines (source: The Kobeissi Letter on X, Aug 11, 2025).

According to @KobeissiLetter, President Trump said Nvidia and AMD “negotiated down to 15%” on the chip export deal to China and described Nvidia’s H20 chip as “obsolete but still has a market” (source: The Kobeissi Letter post on X). Nvidia’s H20 is a China-focused data center GPU designed to comply with U.S. export controls, making it central to any policy-linked sales outlook in China (source: Reuters reporting). Export-control headlines have previously driven sharp moves in NVDA and AMD shares, underscoring event risk around U.S.–China chip policy (source: Reuters reporting). For crypto, decentralized GPU compute networks such as Render (RNDR) and Akash (AKT) rely on broader GPU availability and pricing, tying AI chip policy developments to their underlying supply narratives (source: Render Network documentation; Akash Network documentation). Note that major crypto mining like BTC uses ASIC hardware and Ethereum moved to proof-of-stake in 2022, limiting direct GPU-mining exposure (source: Cambridge Centre for Alternative Finance; Ethereum Foundation).

According to @KobeissiLetter, Intel stock (INTC) jumped over 5% intraday after news that its CEO will meet President Trump today (source: @KobeissiLetter on X, Aug 11, 2025). The same source noted that four days earlier Trump said Intel’s CEO "must resign immediately" due to ties to China (source: @KobeissiLetter on X, Aug 11, 2025). The source also asked whether Intel could be the next to strike a trade deal with Trump; no agreement was announced in the post (source: @KobeissiLetter on X, Aug 11, 2025). The source did not mention any direct cryptocurrency market impact (source: @KobeissiLetter on X, Aug 11, 2025).

According to @KobeissiLetter, a viral thread claims Nvidia and AMD agreed to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls, an arrangement described as unprecedented. Source: The Kobeissi Letter on X (Aug 11, 2025). The thread does not include official confirmations from Nvidia, AMD, the U.S. government, or filed documents; traders should treat this strictly as an unconfirmed headline until company statements or regulatory filings emerge. Source: The Kobeissi Letter thread content (no supporting documents attached), The Kobeissi Letter on X (Aug 11, 2025). Context: U.S. export controls have restricted shipment of advanced AI GPUs to China since 2022 and were tightened in 2023, so any policy reversal would be market-moving for AI chip supply and China-exposed semiconductor revenues. Source: U.S. Department of Commerce Bureau of Industry and Security public export-control announcements (2022–2023). Trading takeaways: Expect headline-driven volatility and potential gap risk in NVDA, AMD, and semiconductor ETFs such as SOXX and SMH pending any confirmation or denial; consider liquidity planning and hedging around news flow. Source: The Kobeissi Letter headline as the immediate catalyst, The Kobeissi Letter on X (Aug 11, 2025). Crypto angle: Changes to AI compute export policy can influence sentiment across AI-linked crypto narratives and related tokens; monitor cross-asset flows if official confirmation or rejection is issued. Source: The Kobeissi Letter headline and BIS export-control context cited above.

According to @KobeissiLetter, Financial Times just reported that the latest chip export-control rollbacks may be paired with incremental tariffs, unlike prior rollbacks that added no tariffs, creating a major surprise for investors. Source: Financial Times via @KobeissiLetter. The author notes chip stocks are unlikely to react well in the next session, implying near-term downside risk and wider spreads for semiconductor equities. Source: @KobeissiLetter. Traders should prepare for potential premarket volatility and reassess exposure to chip-sensitive names and indices given the tariff headline risk. Source: @KobeissiLetter. While the report does not address crypto directly, traders should monitor BTC and ETH for risk-off spillover if semiconductor weakness drives broader sentiment. Source: @KobeissiLetter.

According to @KobeissiLetter, Nvidia (NVDA) and AMD (AMD) have reportedly agreed to remit 15% of revenues from China chip sales to the US government in order to secure export licenses for their chips, source: @KobeissiLetter. The post describes this as an "unusual agreement" with Trump tied to obtaining export licenses for shipments to China, source: @KobeissiLetter. If confirmed, a 15% revenue give-up would mechanically reduce retained revenue on affected China sales by the same percentage while potentially restoring some sales via export licenses, which is a key trade-off for margin versus volume that equity traders will price, source: @KobeissiLetter. Equity traders should monitor NVDA, AMD, and semiconductor ETFs for headline-driven gap risk and shifts in options implied volatility pending any official confirmations on licensing, source: @KobeissiLetter. Crypto traders should track BTC and ETH for risk-sentiment spillover from US–China AI chip policy headlines given the report’s focus on export licensing to China, source: @KobeissiLetter. The post does not include links to official company filings or US government notices, so confirmation risk remains central to position sizing and timing, source: @KobeissiLetter.