According to @KobeissiLetter, OpenAI has become the world's most valuable private company, launched an attempt to compete with Chrome, and signed the following large-scale agreements: a $500 billion Stargate deal, $100 billion each with Nvidia and AMD, $25 billion with Intel, $20 billion with TSMC, $13 billion with Microsoft, $10 billion with Oracle, and a multi-billion-dollar Broadcom deal (source: @KobeissiLetter, Oct 22, 2025). According to @KobeissiLetter, these reported commitments position OpenAI as a backbone of large-cap tech and concentrate AI capex exposure across NVDA, AMD, INTC, TSMC, MSFT, ORCL, and AVGO named in the post (source: @KobeissiLetter, Oct 22, 2025). Based on the companies explicitly listed by the source, traders can build a watchlist around these tickers to track headline risk and AI infrastructure sentiment tied to OpenAI-related developments (source: @KobeissiLetter, Oct 22, 2025).

According to @StockMKTNewz, the ten largest American semiconductor companies by market capitalization are Nvidia (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD), Micron (MU), Lam Research (LRCX), Applied Materials (AMAT), Qualcomm (QCOM), Intel (INTC), Texas Instruments (TXN), and KLA Corp (KLAC; source: @StockMKTNewz on X, Oct 18, 2025). For equity and crypto-adjacent traders, this ranking highlights current U.S. chip market-cap leadership for liquidity and sector-rotation screening (source for ranking: @StockMKTNewz).

According to @PelosiTracker_, Nancy Pelosi filed a roughly $5 million purchase of Broadcom (AVGO) on 7/2/24, source: @PelosiTracker_. The same source reports AVGO jumped about 10% today after a new partnership with OpenAI was announced, source: @PelosiTracker_. The post states AVGO is now up approximately 110% since that trade became public, source: @PelosiTracker_. Based on these reported figures, traders can scrutinize AVGO for momentum and gap-continuation setups and monitor any AI-narrative spillover into related crypto assets, though the source did not cite specific crypto moves, source: @PelosiTracker_.

According to @StockMKTNewz, CNBC reported that Broadcom (AVGO) said it has secured $10 billion in orders from a new client for custom chips (source: CNBC; source: @StockMKTNewz on X). With crypto assets increasingly moving in tandem with equities, traders may watch whether semiconductor-led risk appetite spills over into BTC and ETH performance (source: IMF Global Financial Stability Report 2023).

According to @nic__carter, the positioning can be read as either name-specific alpha versus the semiconductor basket or a barbell that is long AI infrastructure such as data centers and power while bearish chipmakers, with the book still net long despite a gigantic SMH put. Source: @nic__carter on X, Aug 15, 2025. SMH’s largest exposures are NVIDIA NVDA, Taiwan Semiconductor TSMC, and Broadcom AVGO, so a short via SMH put concentrates downside risk to these names. Source: VanEck Semiconductor ETF SMH fund documentation and holdings. A long AI infrastructure tilt is consistent with surging data center electricity needs, with the IEA estimating global data center power use could reach 620–1050 TWh in 2026 from about 460 TWh in 2022, which supports utilities and power-equipment beneficiaries over chipmakers in relative terms. Source: International Energy Agency, Electricity 2024 report. For crypto, AI infrastructure demand is already flowing to Bitcoin miners’ revenue lines as miners sign AI compute hosting deals, exemplified by Core Scientific’s multi-year agreements totaling 200 MW plus with CoreWeave, linking AI buildout to BTC miner cash flows. Source: Core Scientific press releases, June 2024. Trading takeaway: monitor the relative spread between SMH and listed power and data center beneficiaries, and watch BTC miner equities and hashrate-linked plays for flow-through when AI infrastructure outperforms chips. Source: @nic__carter on X; VanEck SMH documentation; IEA Electricity 2024; Core Scientific June 2024 press releases.