According to @StockMKTNewz, Nvidia (NVDA) issued a statement responding to a report from this morning, stating it complies with China’s Anti-Monopoly Law in all respects (source: @StockMKTNewz on X: https://x.com/StockMKTNewz/status/1967598550352879856). The post does not reference cryptocurrencies or tokens, so any crypto-market implications are not specified in the source (source: @StockMKTNewz on X: https://x.com/StockMKTNewz/status/1967598550352879856).

According to @StockMKTNewz, China’s antitrust regulator said a preliminary investigation found Nvidia (NVDA) violated the country’s antimonopoly law tied to an acquisition completed in 2020, citing WSJ as the report source. Source: @StockMKTNewz; WSJ. According to @StockMKTNewz, the United States and China are holding trade talks in Spain, adding a concurrent macro backdrop to the regulatory headline. Source: @StockMKTNewz. Trading implications focus on headline risk around NVDA and AI chip supply chain exposure to China, with potential short-term volatility as markets price regulatory and trade developments into AI equities and related risk assets. Source: independent analysis based on @StockMKTNewz; WSJ.

According to @hyperbolic_labs, the GAUSS benchmark has been released to evaluate LLMs by highlighting strengths and weaknesses across different math skills, with contributions from researchers at CalTech, UC Berkeley, Stanford, NVIDIA, University of Washington, and University of HK, and materials available at gaussmath.ai; source: Hyperbolic on X, 2025-09-12, x.com/hyperbolic_labs/status/1966592079745667352; gaussmath.ai. No token mentions, model rankings, or market impacts were disclosed in the announcement; source: Hyperbolic on X, 2025-09-12, x.com/hyperbolic_labs/status/1966592079745667352. For AI-crypto due diligence, traders can reference GAUSS-linked disclosures when teams cite math reasoning capability and verify details via the public site gaussmath.ai; source: Hyperbolic on X, 2025-09-12, x.com/hyperbolic_labs/status/1966592079745667352; gaussmath.ai. Related AI infrastructure tokens often tracked by the market include RNDR for GPU rendering, TAO for decentralized machine learning, and AKT for decentralized compute marketplaces; sources: rendernetwork.com; bittensor.com; akash.network.

According to @StockMKTNewz, a NVIDIA executive said at the Goldman Sachs conference that the company has obtained H20 licenses for several key customers in China. Source: @StockMKTNewz on X, Sep 8, 2025. The post does not specify volumes, delivery timing, or customer names, signaling limited immediate visibility but highlighting a potential step toward compliant AI accelerator shipments into China. Source: @StockMKTNewz on X, Sep 8, 2025. For trading, monitor NVDA and China AI hardware exposure for headline-driven volatility and await official company detail or customer confirmations; crypto traders can also watch AI-related tokens for sentiment read-through tied to major AI chip approval headlines. Source: @StockMKTNewz on X, Sep 8, 2025.

According to Greg Brockman, building pretraining infrastructure spans complexity management, abstraction design, operability/observability, and deep systems plus ML expertise, underscoring the operational intensity of large-scale model training (Source: Greg Brockman on X, Sep 7, 2025). For traders, this reinforces that AI training remains compute- and tooling-heavy, consistent with elevated GPU demand and hyperscaler capex reported in 2024 that have influenced AI-exposed equities such as GPU suppliers and cloud providers (Sources: NVIDIA Q2 FY2025 earnings release, Aug 28, 2024; Microsoft FY2024 Q4 earnings call, Jul 2024; Amazon Q2 2024 results, Aug 2024). The post adds no new product, spend, or timeline disclosures and includes no crypto references, suggesting limited immediate price impact absent follow-up announcements (Source: Greg Brockman on X, Sep 7, 2025).

According to @StockMKTNewz, U.S. companies have announced over $1 trillion in new stock buyback plans so far in 2025, source: @StockMKTNewz. The largest announced authorizations are Apple at $100 billion, Google at $70 billion, and Nvidia at $60 billion, source: @StockMKTNewz.

According to @gdb, results that persist across many orders of magnitude and decades suggest deep learning is uncovering something fundamental, signaling continued confidence in scaling-law-driven progress in AI research; Source: https://twitter.com/gdb/status/1962594235263427045 This view aligns with neural scaling laws showing predictable performance gains as model size, data, and compute scale, which were documented in large language models and vision tasks; Sources: https://arxiv.org/abs/2001.08361, https://arxiv.org/abs/1712.00409 Compute-optimal training findings indicate that balancing parameters and tokens improves efficiency, reinforcing demand for AI infrastructure and compute supply; Source: https://arxiv.org/abs/2203.15556 For crypto traders, AI catalysts have historically moved AI-linked tokens such as RNDR, FET, and AGIX alongside major AI equity news like Nvidia earnings beats; Source: Reuters, Feb 2024, AI-linked crypto tokens surged after Nvidia’s results AI compute demand has also intersected with crypto infrastructure, as bitcoin miner Core Scientific rallied on an AI services deal with CoreWeave, tying GPU demand to digital asset businesses; Source: Reuters, June 2024, Core Scientific shares jumped on AI deal with CoreWeave No project-specific or token-specific details were disclosed in the post, so the tweet should be treated as a broad AI sentiment signal rather than a direct catalyst; Source: https://twitter.com/gdb/status/1962594235263427045

According to @KobeissiLetter, Nvidia CEO Jensen Huang highlighted electricity constraints as the next major cap on AI growth, putting power-limited data centers and performance per dollar at the center of deployment decisions (source: @KobeissiLetter). For traders, tighter power headroom implies a premium on energy-efficient compute and data center capacity, which can influence NVDA sensitivity to efficiency roadmaps and power availability themes (source: @KobeissiLetter). The same constraint set is directly relevant to power-intensive crypto infrastructure, including BTC miners, where electricity availability and cost are primary inputs for operational capacity and margins (source: @KobeissiLetter).

According to @KobeissiLetter, citing Fox, Nvidia (NVDA) is in talks with the U.S. government to sell its Blackwell AI chips to China and is reportedly willing to give the U.S. a portion of revenue from those China sales in exchange for approval (source: The Kobeissi Letter post on X; source: Fox as cited). This report comes against the backdrop of existing U.S. export controls on advanced AI chips to China that set the governing framework for any such transactions (source: U.S. Department of Commerce). No official confirmation from Nvidia or U.S. authorities was included in the post at the time referenced (source: The Kobeissi Letter post on X). Any formal approval or agreement would typically be disclosed by the company or via SEC Form 8-K if deemed material, which traders can monitor for confirmation (source: U.S. Securities and Exchange Commission, Form 8-K disclosure rules).

According to @KobeissiLetter, Nvidia’s CFO stated on the latest earnings call that over 99% of data center compute revenue billed to Singapore was for U.S.-based customers, confirming the destination of those sales, source: @KobeissiLetter. According to @KobeissiLetter, the clarification aims to remove ambiguity about whether U.S. export controls are being bypassed or smuggled into China, highlighting Nvidia’s public stance on compliance risk, source: @KobeissiLetter. No direct mention of cryptocurrencies or token exposure appears in the cited remarks, indicating no explicit crypto market linkage in this item, source: @KobeissiLetter.

According to @KobeissiLetter, Nvidia’s CFO stated during the Q1 FY2025 earnings call that the company estimated an $8 billion revenue loss in Q2 FY2025 after selling zero H20 chips to China, implying roughly 17% of quarterly revenue impacted, source: The Kobeissi Letter on X citing Nvidia’s Q1 FY2025 earnings call. For traders, a double-digit revenue hit to a major AI bellwether can weigh on broader risk assets, and crypto has shown higher co-movement with equities since 2020, so monitor BTC and ETH volatility alongside NVDA, source: International Monetary Fund analysis on crypto–equity correlations.

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 record Q2 2025 revenue of $46.7 billion even as it logged zero H20 chip sales to China in the quarter, highlighting strong ex-China performance (source: @KobeissiLetter). According to @KobeissiLetter, Nvidia still generated $2.8 billion in revenue from China despite the H20 halt, indicating ongoing China contribution from other products or channels (source: @KobeissiLetter). Based on these figures, traders can infer that non-H20 products and non-China regions drove the beat, reinforcing the breadth of AI compute demand that equity desks watch for momentum trades in AI semis (source: @KobeissiLetter). For positioning, watch NVDA and U.S. AI semiconductor peers for follow-through and monitor management commentary on China constraints for durability of the revenue mix, as flagged by the reported zero H20 sales yet sustained China revenue (source: @KobeissiLetter). No direct crypto-market impact was cited by the source, but crypto traders tracking AI-related risk sentiment may note the resilience implied by these numbers when gauging broader risk appetite (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 @KobeissiLetter, Nvidia NVDA reported zero H20 chip sales to China-based customers in Q2 FY2025, signaling a halt in China-related H20 shipments last quarter, source: @KobeissiLetter. The source highlighted tariffs and export restrictions as key drivers of the stoppage, source: @KobeissiLetter. Equity and crypto traders can monitor NVDA price action, guidance on China exposure, and AI hardware supply headlines for potential sentiment shifts following this report, source: @KobeissiLetter.

According to @demishassabis, Genie 3 from Google DeepMind demonstrates an inception-like ability to take a user-provided video plus a text prompt and keep scene and subject consistent; a demo by @jkbr_ai shows a T-Rex placed into a jungle around his own video with stable composition across frames (source: Demis Hassabis on X, Aug 22, 2025). DeepMind previously introduced Genie as a system that generates interactive environments from text or image prompts, establishing a lineage for these multimodal, video-aligned capabilities relevant to synthetic data and simulation workflows (source: Google DeepMind blog, Genie: Generative interactive environments, Feb 2024). AI-linked crypto tokens have historically reacted to major AI catalysts; Reuters reported rallies in RNDR and FET alongside Nvidia-driven AI momentum in February 2024, highlighting the sensitivity of AI-narrative tokens to breakthrough announcements (source: Reuters, Feb 22, 2024).

According to @StockMKTNewz, he has not sold a single share of Nvidia (NVDA), indicating his continued personal holding in the stock (source: X post by @StockMKTNewz on Aug 13, 2025). The post adds no price targets, valuation rationale, risk parameters, or selling plan beyond this holding update, providing no additional timing guidance for traders (source: X post by @StockMKTNewz on Aug 13, 2025). The statement focuses solely on NVDA equity and does not mention cryptocurrencies or digital assets, so no crypto market impact is stated by the author (source: X post by @StockMKTNewz on Aug 13, 2025). The post contains no trade recommendations or signals beyond disclosure of ongoing ownership (source: X post by @StockMKTNewz on Aug 13, 2025).

According to @StockMKTNewz, Nvidia (NVDA) would reach a $5 trillion market capitalization at roughly $205 per share, giving traders a clear valuation threshold to monitor for potential reactions around a major milestone level (source: @StockMKTNewz on X, Aug 12, 2025). Market capitalization is calculated as share price multiplied by shares outstanding, which supports the cited $205 trigger given NVIDIA’s post–10-for-1 split share count disclosed by the company in June 2024 (sources: Investor.gov on market capitalization; NVIDIA Investor Relations, June 2024 stock split announcement). The source does not indicate any direct cryptocurrency market impact from this equity threshold (source: @StockMKTNewz).

According to @PelosiTracker_, the majority of her 2024 portfolio gains came from Nvidia LEAPS purchased at the end of 2023, including up to $5M of NVDA call options executed on 11/22/23, source: @PelosiTracker_, X, Aug 11, 2025. According to @PelosiTracker_, NVDA was up about 190% in 2024, and the account states this position produced multi-million dollar profits, source: @PelosiTracker_, X, Aug 11, 2025. According to @PelosiTracker_, no cryptocurrency assets were mentioned in connection with this trade, source: @PelosiTracker_, X, Aug 11, 2025.