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.

According to @StockMKTNewz, citing the Financial Times, Nvidia (NVDA) and AMD (AMD) have reportedly agreed to remit 15% of revenues from H20 chip sales in China to the U.S. government, which is the core term reported by the Financial Times and relayed by @StockMKTNewz. Based on the 15% figure reported by the Financial Times as relayed by @StockMKTNewz, the arrangement mechanically reduces top-line proceeds from those specific China H20 sales by 15%, implying a direct headwind to pricing flexibility and margins on that product line relative to no revenue share, as the percentage comes from the Financial Times report relayed by @StockMKTNewz. For traders, the reported revenue-sharing structure concentrates policy risk in China AI-chip revenues for NVDA and AMD and elevates headline risk around export-control updates, according to the Financial Times report relayed by @StockMKTNewz. The report relayed by @StockMKTNewz from the Financial Times does not mention cryptocurrencies or digital assets, so any crypto-market impact is indirect at most and not specified by the source, according to the Financial Times as relayed by @StockMKTNewz.

According to @StockMKTNewz, citing Financial Times, the United States has licensed Nvidia (NVDA) to export chips to China (source: @StockMKTNewz; Financial Times). The cited post provides no details on which chip models, license scope, timing, or specific conditions were approved (source: @StockMKTNewz). The source does not reference any cryptocurrency market impact or token mentions (source: @StockMKTNewz).

According to Evan (@StockMKTNewz), Texas Instruments ($TXN) has unveiled plans to invest over $60 billion in semiconductor manufacturing facilities within the United States (source: Twitter, June 18, 2025). This significant capital deployment is expected to increase domestic chip supply, which could lower production costs for blockchain infrastructure and AI applications reliant on advanced semiconductors. Crypto traders should monitor potential downstream effects on mining hardware prices and AI token ecosystems, as improved chip availability may enhance network efficiency and spur innovation across cryptocurrency and digital asset sectors.

According to Stock Talk (@stocktalkweekly), Bloomberg Intelligence analysis finds that Tesla's (TSLA) Full Self-Driving (FSD) technology is significantly closer to full autonomy than Waymo, with per vehicle costs about 85% lower and a much larger data set due to more miles logged. This positions Tesla as a potential leader in autonomous vehicle technology, which could impact tech and crypto sectors by accelerating demand for AI chips and blockchain-based data solutions. Source: Bloomberg Intelligence via Stock Talk on Twitter, June 16, 2025.

According to @StockMKTNewz, AMD CEO Lisa Su announced new details about the upcoming Instinct MI400 series AI chips, set to launch next year. The MI400 chips are designed for use in rack-scale systems, a critical feature for clients building hyperscale AI clusters (Source: Twitter/@StockMKTNewz, June 12, 2025). This development is significant for traders as it strengthens AMD’s position in the AI hardware sector, potentially impacting both AI-focused stock portfolios and crypto projects reliant on advanced GPU technology. As demand for scalable AI infrastructure grows, the Instinct MI400 could drive further integration between AI and blockchain, influencing related crypto assets and Ethereum-based (ETH) projects.

According to Evan (@StockMKTNewz) and CNN, NVIDIA (NASDAQ: NVDA) CEO confirmed the company will no longer include China in its financial forecasts due to ongoing U.S. export controls. This strategic shift is expected to affect NVIDIA’s AI chip sales and related supply chains, potentially increasing volatility in AI-driven cryptocurrency sectors and blockchain projects reliant on NVIDIA hardware. Traders should monitor potential shifts in GPU pricing and availability, as well as the downstream impact on AI-focused crypto tokens and decentralized computing platforms. Source: Evan (@StockMKTNewz), CNN.

According to @WatcherGuru, Nvidia CEO Jensen Huang stated that Nvidia's technology is a generation ahead of Huawei, emphasizing the company's leadership in AI chips. However, Huang warned that if the United States limits participation in China, Huawei will fully meet China's AI technology needs. This statement has direct implications for NVDA stock performance and the broader AI sector, potentially impacting investor sentiment in both equities and cryptocurrency markets linked to AI development and US-China tech competition (source: @WatcherGuru).

According to nic__carter, Nvidia (NVDA) reported earnings that exceeded market expectations, leading to a positive reaction in both stock and cryptocurrency markets. Nvidia’s strong performance, driven by surging demand for AI chips, has reinforced the bullish sentiment around AI-related crypto tokens such as RNDR and FET, as traders anticipate further integration of AI technologies in blockchain projects (source: Twitter, @nic__carter, May 28, 2025). Short-term traders are watching for increased volatility and upward momentum in both AI-sector equities and AI-linked cryptocurrencies following this earnings surprise.

According to @StockMarketNerd, Nvidia (NVDA) reported its Q2 earnings, surpassing analyst expectations on both revenue and earnings per share. The company posted strong growth in its data center segment, driven by continued demand for AI chips, which are crucial for powering cryptocurrency mining and AI applications. This positive earnings report could signal potential upward momentum for crypto-related stocks, as Nvidia’s AI hardware remains a backbone technology for blockchain and mining projects. Source: @StockMarketNerd, official Nvidia press release.

According to StockMKTNewz on Twitter, Cathie Wood and Ark Invest purchased 34,543 shares of Nvidia (NVDA) and 97,068 shares of AMD today, signaling bullish sentiment on the leading AI chipmakers. This major acquisition underscores Ark's confidence in the ongoing AI hardware boom, which directly supports the infrastructure behind cryptocurrency mining and blockchain technology (source: StockMKTNewz, May 28, 2025). Traders should closely monitor NVDA and AMD price action, as increased institutional interest in these stocks often correlates with heightened activity and innovation in the crypto sector, especially in GPU-driven mining and AI-powered blockchain projects.

According to StockMKTNewz, AMD announced its latest Zen 5-based Ryzen Threadripper 9000 Series CPUs, targeting professionals in visual effects, simulations, and AI model development (source: The Verge via Twitter, May 21, 2025). This launch introduces advanced processing capabilities that could accelerate AI workloads and high-performance computing, potentially impacting cryptocurrency mining and AI-driven trading algorithms. Traders should monitor AMD's market performance and related GPU or chip supplier stocks, as enhanced hardware efficiency may influence crypto mining profitability and the broader AI sector's infrastructure (source: The Verge).

According to @StockMKTNewz, Cathie Wood and Ark Invest purchased 197,776 shares of Taiwan Semiconductor (TSM) today. This sizable acquisition signals growing institutional confidence in semiconductor stocks, which play a critical role in the production of AI and blockchain hardware. As TSM is a dominant supplier of chips for both AI and crypto mining technologies, this move could strengthen the underlying infrastructure of the cryptocurrency market and potentially drive further innovation and adoption. Traders should monitor TSM’s performance as its growth may correlate with increased demand for crypto-related hardware and influence sentiment in the broader digital asset sector. (Source: @StockMKTNewz, Twitter, May 20, 2025)

According to Brad Freeman (@StockMarketNerd) on Twitter, AMD reported a mostly upbeat Q1 2025 earnings with strong revenue growth and improved margins, driven by robust demand in AI and data center segments (source: @StockMarketNerd, May 6, 2025). For crypto traders, the positive results signal continued strength in AMD's GPU and hardware supply chain, potentially supporting crypto mining equipment prices and scalability. Traders should monitor AMD's supply trends and their impact on mining profitability and altcoin market activity.