According to @KobeissiLetter, OpenAI now reportedly has a $100 billion investment from Nvidia, up to 10% ownership in AMD, a $500 billion Stargate investment plan, and a $500 billion valuation. Source: @KobeissiLetter on X (Oct 6, 2025). According to @KobeissiLetter, the post questions how OpenAI remains controlled by a nonprofit parent despite these figures, highlighting governance uncertainty that can influence near-term sentiment and volatility in NVDA and AMD until there is official confirmation or rebuttal. Source: @KobeissiLetter on X (Oct 6, 2025). According to @KobeissiLetter, traders should treat these items as unverified headline risk and wait for company filings or official statements before positioning. Source: @KobeissiLetter on X (Oct 6, 2025).