According to @KobeissiLetter, Nokia stock (NOK) surged nearly 30% after an announced 1 billion dollar investment from Nvidia, source: The Kobeissi Letter on X, Oct 28, 2025. The source attributes the move to the Nvidia investment and provides no additional terms, timing, or corporate details, source: The Kobeissi Letter on X, Oct 28, 2025.

According to @KobeissiLetter, on August 22 President Trump said the U.S. took a 10% stake in Intel (INTC) valued at roughly $11 billion, and 27 days later NVIDIA made a large investment in Intel that pushed the U.S. position about $5 billion higher, source: @KobeissiLetter. The post frames the sequence as unprecedented and asks what changed to drive this repricing, source: @KobeissiLetter. For traders, the focus is on headline-driven volatility and liquidity in INTC and potential readthrough across AI equities; the post did not reference crypto assets, source: @KobeissiLetter.