According to @KobeissiLetter, on August 11 news circulated that Nvidia (NVDA) and AMD reached an agreement with President Trump to remit 15% of revenue from chip sales in China to the U.S. in exchange for removing export controls. According to @KobeissiLetter, there has been little subsequent mention or official follow up on this reported agreement. According to @KobeissiLetter, the post provides no official confirmation or documentation of policy changes, leaving traders without verifiable updates to price in. According to @KobeissiLetter, the post does not reference any direct impact on cryptocurrencies or crypto assets.

According to @KobeissiLetter, Nvidia reported $4.6B of H20 sales to China in Q1 out of $5.2B of revenue, leaving roughly $900M from other permitted categories such as data center hardware, networking infrastructure, gaming GPUs, and robotics compute (source: @KobeissiLetter). According to @KobeissiLetter, this breakdown indicates H20 accounted for about 88% and other permitted categories about 12% of the cited revenue mix in Q1, which frames segment exposure for trading models (source: @KobeissiLetter). According to @KobeissiLetter, crypto market participants tracking GPU-dependent activity can note that gaming GPUs are among the permitted shipments to China, which is relevant when monitoring hardware-sensitive crypto infrastructure flows (source: @KobeissiLetter).

According to Cas Abbé, MicroStrategy has outperformed Nvidia, GameStop, and the broader U.S. stock universe since 2020 due to its continuous Bitcoin accumulation strategy, source: Cas Abbé on X. MicroStrategy adopted a Bitcoin treasury strategy in 2020 and has continued to add BTC over time as part of its corporate policy, funded in part through equity and convertible debt transactions, source: MicroStrategy SEC filings and investor relations. This balance-sheet positioning directly links MSTR’s equity performance to BTC’s spot price and volatility, effectively making the stock a high-beta proxy for Bitcoin exposure, source: MicroStrategy investor materials and SEC filings. Accounting treatment for corporate crypto holdings improved with FASB ASU 2023-08 requiring fair-value measurement for crypto assets for fiscal years beginning in 2025, increasing earnings transparency tied to BTC price moves for firms like MicroStrategy, source: Financial Accounting Standards Board. Trading takeaway: monitor BTC price trend and U.S. spot Bitcoin ETFs approved in January 2024 as primary drivers, and track MicroStrategy’s financing actions such as at-the-market share issuance and convertible notes that can affect leverage and share float, source: U.S. SEC and MicroStrategy SEC filings.

According to @StockMKTNewz, Nvidia NVDA CEO Jensen Huang said Taiwan Semiconductor TSMC is one of the greatest companies in the history of humanity, posted on X on Aug 22, 2025, source: @StockMKTNewz. Nvidia discloses it uses external foundries including TSMC for manufacturing, assembly, and testing of its GPUs, identifying TSMC as a key supplier, source: Nvidia Form 10-K for fiscal year ended Jan 28, 2024. TSMC stated it is expanding CoWoS advanced packaging capacity through 2024 and 2025 to meet surging AI accelerator demand, source: TSMC Q2 2024 earnings call prepared remarks. For crypto markets, Ethereum moved to proof-of-stake in 2022 eliminating GPU mining for ETH, while Bitcoin mining relies on ASICs rather than GPUs, so AI GPU supply changes tied to NVDA and TSMC have limited direct impact on BTC and ETH mining, source: Ethereum Foundation The Merge update and Bitcoin developer documentation. GPU availability remains relevant for smaller GPU-mined coins such as Ethereum Classic, source: Ethereum Classic documentation.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) executives would consider returning CHIPS Act funds if the U.S. government asked for an equity stake, citing the Wall Street Journal as the source (source: Wall Street Journal). The U.S. Department of Commerce previously announced up to $6.6 billion in direct funding for TSMC’s Arizona fabs under the CHIPS program, making any equity-linked conditions material for capex planning and risk assessment by equity holders and suppliers (source: U.S. Department of Commerce press release, April 8, 2024). Nvidia relies on TSMC as a key foundry for advanced AI GPUs, so any change to TSMC’s U.S. expansion incentives could influence AI chip supply expectations and NVDA margin outlook tracked by traders (source: Nvidia Corporation, 2024 Form 10-K). Crypto traders should note that Bitcoin’s returns have shown positive correlation with U.S. tech equities, meaning AI hardware supply headlines can indirectly affect BTC via broader tech risk sentiment (source: International Monetary Fund, 2022 analysis on crypto–equity correlations).

According to The Kobeissi Letter, Nvidia’s (NVDA) weight in the S&P 500 has reached a record 8.2%, more than doubling since the start of 2024, as its market value hit $4.4 trillion last week, signaling unprecedented single-name concentration at the index level, source: The Kobeissi Letter (X, Aug 16, 2025). Because the S&P 500 is float market-cap weighted, a higher NVDA weight mechanically increases passive index allocation and can amplify NVDA-driven index moves, source: S&P Dow Jones Indices, S&P 500 Index Methodology. For crypto traders, equity risk is a key input: the IMF documented a stronger return correlation between BTC and the S&P 500 during 2020–2022, indicating that large S&P swings led by mega-caps can coincide with BTC and ETH volatility, source: International Monetary Fund, 2022 analysis on crypto–equity co-movements.

According to @StockMKTNewz, Nvidia (NVDA) stated that H20 export controls did not slow China and instead stifled U.S. economic and technology leadership, directly referencing the company’s China-market H20 AI chip under U.S. export rules (source: @StockMKTNewz on X, Aug 15, 2025). This headline centers on U.S.–China semiconductor policy and is directly relevant to NVDA risk monitoring and the AI compute supply narrative watched by equity and digital asset traders (source: @StockMKTNewz on X, Aug 15, 2025).

According to @StockMKTNewz, U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips deemed at high risk of illegal diversion to China, with trackers reportedly found in Dell and Super Micro shipments containing Nvidia and AMD components; source: @StockMKTNewz. According to @StockMKTNewz, the reported enforcement focus raises headline and compliance risk for NVDA, AMD, DELL, and SMCI, suggesting traders monitor premarket gaps, options implied volatility, and any logistics or customs-related disclosures for these tickers; source: @StockMKTNewz. According to @StockMKTNewz, increased scrutiny on AI hardware supply chains can influence sentiment in AI-linked crypto assets, so traders may watch cross-asset flows and the beta of AI narratives in crypto relative to AI equities around this headline; source: @StockMKTNewz.

According to @hamster_kombat on X on Aug 12, 2025, key trading updates include that Trump is open to Nvidia selling scaled-down AI chips to China, FTX customers aim to strengthen their case against Fenwick & West, and Thiel-backed Bullish has upsized its IPO to 990 million at a 4.8 billion valuation (source: @hamster_kombat).

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, 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, Nvidia is expected to sell about 1.5 million H20 chips to China in 2025, generating close to 25 billion dollars in revenue based on their estimates (source: The Kobeissi Letter, Aug 11, 2025). According to @KobeissiLetter, the estimated cost tied to these sales is about 3.8 billion dollars, which is described as much less than 50 billion dollars over three years and framed as a massive move (source: The Kobeissi Letter, Aug 11, 2025). According to @KobeissiLetter, the figures imply an approximate gross margin near 85 percent and around 21.2 billion dollars in gross profit, with an implied average selling price near 16,700 dollars per chip and an implied cost near 2,500 dollars per chip, derived from The Kobeissi Letter estimates (source: The Kobeissi Letter, Aug 11, 2025).

According to @StockMKTNewz, the 24-hour market just opened and the first candles for Nvidia (NVDA) and AMD printed red, signaling early downside at the session start, source: @StockMKTNewz on X, Aug 11, 2025. For crypto markets, this AI-chip equity weakness is a watch item for risk sentiment trackers in BTC and ETH despite no explicit crypto reaction cited, source: @StockMKTNewz on X, Aug 11, 2025.

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 The Kobeissi Letter, Nvidia NVDA now accounts for about 8 percent of the S&P 500, the highest single-stock weight since data began in 1981; Apple was the only other stock to exceed 7 percent in 2023, and no company reached this dominance during the 2000 Dot-Com Bubble, source: The Kobeissi Letter on X, Aug 9, 2025. This elevated concentration implies S&P 500 returns are increasingly driven by NVDA’s moves, a dynamic documented by S&P Dow Jones Indices analyses showing higher concentration increases single-name contribution to index performance, source: S&P Dow Jones Indices research. Traders commonly monitor market breadth and the spread between equal-weight and cap-weight S&P 500 as concentration rises to assess underlying strength, source: S&P Dow Jones Indices Indexology commentary. Crypto participants track US mega-cap tech leadership as a risk-sentiment gauge, with studies noting positive BTC to Nasdaq correlations during 2020 to 2023, source: Kaiko Research, 2023.

According to @sama, the effort involves partners Microsoft, Nvidia, Oracle, Google, and CoreWeave, confirming active collaboration across multiple providers (source: @sama on X, August 7, 2025). According to @sama, lots of GPUs are working overtime, indicating substantial live GPU utilization at the time of posting (source: @sama on X, August 7, 2025). According to @sama, no cryptocurrencies or blockchain integrations are mentioned in the post, and no token tickers are cited (source: @sama on X, August 7, 2025).

According to @StockMKTNewz, Palantir (PLTR) has highlighted the 'rule of 80 Frontier,' ranking the top five stocks by their respective growth metrics: Nvidia (NVDA) leads with 122%, followed by Palantir (PLTR) at 94%, Eli Lilly (LLY) at 89%, Taiwan Semiconductor (TSM) at 88%, and Visa (V) at 83%. This ranking demonstrates the continued dominance of AI, semiconductor, and financial sector equities in driving equity market returns. For crypto traders, the strong performance of NVDA and TSM may signal ongoing demand for AI and blockchain infrastructure, potentially influencing crypto market sentiment and investment flows. Source: @StockMKTNewz

According to @rovercrc, the Bitcoin-to-Gold (BTC/XAU) price ratio surged over 10% last week, confirming a bullish flag pattern breakout that signals a potential continuation of its rally. Data from TradingView shows this breakout could push the ratio towards a new record high of 42.00. The bullish case for Bitcoin (BTC) is further strengthened by several macroeconomic factors. The U.S. dollar index (DXY) has fallen to its lowest level since February 2022, a development that Andre Dragosch of Bitwise calls 'very bullish' for global money supply and Bitcoin. Additionally, a strong positive correlation of 0.80 exists between BTC and Nvidia (NVDA) shares, which recently hit a new record high, indicating sustained risk-on sentiment. Bond market indicators, such as a steepening yield curve, and declining consumer confidence are also signaling a potential recession, leading traders to price in Federal Reserve rate cuts, which historically benefits assets like Bitcoin.

According to Andre Dragosch, Bitcoin's (BTC) bullish case is strengthening significantly, pointing to the dollar index (DXY) falling to its lowest level since March 2022 as a 'very bullish' signal for global money supply and BTC. The analysis is further supported by softer-than-expected U.S. inflation data, which has increased trader expectations for Federal Reserve rate cuts this year. Matt Mena of 21Shares stated in the provided text that this cooling CPI data could be a major catalyst, putting a $200,000 price for Bitcoin by year-end 'firmly in play'. Additional bullish factors cited include the strong 0.80 correlation between BTC and Nvidia (NVDA) stock, which recently hit a record high, and emerging recession signals like a steepening yield curve, which could prompt earlier Fed policy easing.