According to @KobeissiLetter, NVIDIA CEO Jensen Huang said he thinks OpenAI will be the next multi-trillion dollar hyperscale company in the context of NVIDIA’s reported $100B investment in OpenAI. source: The Kobeissi Letter on X For equity traders, MSFT is a key OpenAI partner via Azure cloud, linking Microsoft’s AI exposure to OpenAI’s growth narrative alongside NVDA in the AI trade basket. source: Microsoft company blog on the OpenAI partnership; OpenAI public partnership statements For crypto traders, AI narrative proxies include Render (RNDR) focused on decentralized GPU rendering and Fetch.ai (FET) focused on autonomous agents, which are commonly tracked during AI-driven headlines. source: Render Network documentation; Fetch.ai project documentation The $100B investment figure is attributed solely to the cited post and should be cross-checked against primary company disclosures before trading decisions. source: The Kobeissi Letter on X

According to @StockMKTNewz, the most valuable U.S. company by market capitalization progressed as follows: 2005 General Electric; 2006-2011 Exxon Mobil; 2012-2017 Apple; 2018 Microsoft; 2019-2024 Apple; 2025 Nvidia, source: X post by @StockMKTNewz on Sep 26, 2025, https://twitter.com/StockMKTNewz/status/1971377466494042529. For traders, this timeline highlights a shift in market leadership from energy to consumer-tech platforms and now to AI-focused semiconductors, an inference directly drawn from the leadership sequence, source: X post by @StockMKTNewz on Sep 26, 2025, https://twitter.com/StockMKTNewz/status/1971377466494042529. Crypto market angle: while the source does not mention digital assets, the 2025 leadership listing of Nvidia underscores AI as the prevailing macro theme that crypto traders may monitor for risk sentiment context, source: X post by @StockMKTNewz on Sep 26, 2025, https://twitter.com/StockMKTNewz/status/1971377466494042529.

According to Andrew Ng, China barred its major tech companies from buying Nvidia chips, signaling progress toward reduced reliance on U.S.-designed advanced semiconductors that are largely manufactured by TSMC in Taiwan. Source: Andrew Ng on X, Sep 25, 2025. Ng added that this move underscores growing U.S. vulnerability to possible disruptions in Taiwan as China becomes less exposed. Source: Andrew Ng on X, Sep 25, 2025. He stated that after the U.S. restricted AI chip sales to China, China dramatically ramped up semiconductor research and investment toward self-sufficiency, and results are starting to appear. Source: Andrew Ng on X, Sep 25, 2025. As evidence, Ng cited that the DeepSeek-R1-Safe model was trained on 1000 Huawei Ascend chips and highlighted Huawei’s system-level design, including the CloudMatrix 384 system that aims to compete with Nvidia’s GB200 built from 72 higher-capability chips. Source: Andrew Ng on X, Sep 25, 2025. Ng emphasized that U.S. access to advanced semiconductors is still heavily dependent on TSMC, noting one TSMC Arizona fab is operating but that workforce, licensing, permitting, and supply-chain hurdles remain before it can substitute for Taiwan production. Source: Andrew Ng on X, Sep 25, 2025. He warned that if China achieves manufacturing independence faster than the U.S., the U.S. becomes more vulnerable to Taiwan supply interruptions, and that dependence on a single manufacturer invites shortages, price spikes, and stalled innovation. Source: Andrew Ng on X, Sep 25, 2025.

According to the source, a new Google developer survey finds that the vast majority of programmers now use AI coding assistants, while reported trust in AI outputs remains low and code typically requires human review (source: Google developer survey). For equities, sustained developer usage aligns with ongoing demand for cloud AI services and accelerators, a trend Alphabet and Microsoft have highlighted alongside elevated AI capex in recent investor disclosures (source: Alphabet and Microsoft earnings communications). For crypto, the reliability gap keeps attention on verifiable AI and decentralized compute narratives; traders often track exchange-listed AI token baskets for headline-driven momentum when Google AI research is released (source: Google developer survey; exchange AI sector pages such as Binance’s AI category).

According to @StockMKTNewz, Jim Cramer said on CNBC he would rather see investors be in Nvidia (NVDA) than Taiwan Semiconductor (TSM), indicating a clear preference for NVDA over TSM for equity positioning. source: @StockMKTNewz. The post was shared on Sep 24, 2025, highlighting an on-air call that may be monitored by traders who track sentiment-driven flows in semiconductor leaders. source: @StockMKTNewz. No cryptocurrency market impact was mentioned in the source, and no additional details such as price targets or catalysts were provided. source: @StockMKTNewz.

According to @StockMKTNewz, citing the Wall Street Journal, OpenAI outlined a vision to spend at least $1 trillion building AI infrastructure across the United States (source: WSJ via @StockMKTNewz). For equities, NVIDIA reported record Data Center revenue driven by generative AI demand, underscoring direct exposure to AI infrastructure cycles (source: NVIDIA Q2 FY2025 earnings release). AMD guided approximately $4 billion in 2024 AI accelerator revenue from its MI300 family, highlighting expanding supply-chain participation (source: AMD Q4 2023 earnings call). For crypto, AI-focused tokens such as RNDR and FET materially outperformed the broader market in Q1 2024 during heightened AI and chip headlines, indicating narrative sensitivity within digital assets (source: Binance Research, State of Crypto Q1 2024).

According to @KobeissiLetter, the Trump Administration is seeking a 10% stake in Lithium Americas (LAC) today, four weeks after President Trump acquired 10% of Intel (INTC) for $8.9 billion. The same source says the Administration negotiated a golden share in U.S. Steel in June 2025 with veto and consent rights, floated the idea of an equity stake in defense contractors such as Lockheed Martin (LMT), and saw reports six weeks ago of a 15% revenue-sharing agreement on China sales between Nvidia (NVDA) and AMD and the Administration. The same source characterizes this as a new era for financial markets and notes investors are now focused on identifying the next potential acquisition.

According to @OpenAI, the company announced five new Stargate sites in partnership with Oracle and SoftBank and stated this puts it ahead of schedule on its 10-gigawatt compute commitment first outlined in January. Source: OpenAI on X, Sep 23, 2025; OpenAI company blog. Oracle is explicitly named as a buildout partner, extending the firms’ existing AI infrastructure collaboration after OpenAI selected Oracle Cloud Infrastructure to augment Microsoft Azure for AI workloads. Source: OpenAI on X, Sep 23, 2025; Oracle press release, June 11, 2024. The 10 GW roadmap underscores rapidly rising data center power needs, with the International Energy Agency projecting data centers, AI, and crypto could consume around 1,000 TWh in 2026 versus roughly 460 TWh in 2022, highlighting potential grid and pricing pressures relevant to energy-exposed assets. Source: International Energy Agency, Electricity 2024 report. For crypto markets, tighter power markets from accelerated AI compute buildouts can affect Bitcoin miners’ operating costs and curtailment dynamics in hubs like Texas, where miners monetize demand response during grid stress. Source: International Energy Agency, Electricity 2024; Riot Platforms 2023 Annual Report on ERCOT power credits and curtailment. AI-linked crypto assets such as RNDR, FET, and WLD have historically shown sensitivity to major AI infrastructure catalysts and AI equity rallies around NVIDIA events, making them relevant for momentum monitoring on this headline. Source: Kaiko Research, March 2024; Binance Research, 2024 AI Narratives report. Equity traders can focus on Oracle ticker ORCL and SoftBank Group ticker 9984.T given their explicit involvement, while monitoring NVIDIA ticker NVDA and power-exposed names due to downstream demand signaled by the scale and partners named. Source: OpenAI on X, Sep 23, 2025; International Energy Agency, Electricity 2024.

According to @StockMKTNewz, citing Bloomberg, NVIDIA (NVDA) plans to invest the first 10% tranche, totaling USD 10 billion, in OpenAI once 1 gigawatt of capacity is deployed, per Bloomberg via @StockMKTNewz. This ties funding to a concrete deployment milestone, making the pace toward 1 GW a key catalyst for NVDA and AI infrastructure exposure, per Bloomberg via @StockMKTNewz. The Bloomberg coverage referenced by @StockMKTNewz did not include any mention of cryptocurrencies or digital assets, per Bloomberg via @StockMKTNewz.

According to @StockMKTNewz, Nvidia (NVDA) said it plans to invest up to $100 billion into OpenAI. Source: @StockMKTNewz on X, Sep 22, 2025. This update is based solely on the cited X post provided here; no additional confirmations are included in this summary. Source: @StockMKTNewz on X, Sep 22, 2025. For trading, monitor NVDA in premarket and related AI equities for headline-driven volatility, and track AI-linked crypto tokens for sentiment spillover. Source: @StockMKTNewz on X, Sep 22, 2025.

According to @StockMKTNewz, Nvidia (NVDA) and Abu Dhabi’s Technology Innovation Institute have launched a joint research lab in the United Arab Emirates focused on developing next-generation AI models and robotics platforms; source: @StockMKTNewz on X, Sep 22, 2025. The source provides no financial terms, compute capacity, or project timelines, so traders may await follow-up disclosures to gauge potential impact on NVDA order visibility and broader AI equity positioning; source: @StockMKTNewz. For crypto market watchers, AI-related headlines like this can be tracked for sentiment around AI-focused token narratives once concrete deployment details emerge; source: @StockMKTNewz.

According to Greg Brockman, OpenAI has released a large-scale study on how people are using ChatGPT, with the report available on OpenAI’s site. source: Greg Brockman on X (Sep 22, 2025); OpenAI — How people are using ChatGPT Consumer adoption has broadened beyond early-user groups, signaling wider mainstream penetration. source: Greg Brockman on X (Sep 22, 2025) He adds that significant economic value is being created through both personal and professional use. source: Greg Brockman on X (Sep 22, 2025) The announcement does not mention cryptocurrencies or tokens, indicating no direct on-chain or token-specific catalyst from this release. source: Greg Brockman on X (Sep 22, 2025) For trading, desks focused on AI exposure may monitor potential second-order sentiment in AI-related equities and indices, particularly companies with disclosed OpenAI ties and AI infrastructure demand such as Microsoft and Nvidia. source: OpenAI–Microsoft extended partnership announcement (Jan 23, 2023); NVIDIA Q2 FY2025 results press release highlighting generative AI-driven Data Center demand (Aug 28, 2024)

According to @StockMKTNewz, Nvidia (NVDA) may generate more free cash flow than any other U.S. company next year, as stated in an X post dated Sep 20, 2025 (source: @StockMKTNewz). According to @StockMKTNewz, the claim highlights potential free cash flow leadership for NVDA, a key metric equity and options traders monitor for valuation and capital return capacity, though no figures or methodology were provided in the source (source: @StockMKTNewz). According to @StockMKTNewz, the post did not include additional catalysts, timelines beyond next year, or any mention of crypto market implications (source: @StockMKTNewz).

According to @CNBC, Nvidia (NVDA) spent over $900 million to hire Enfabrica’s CEO and license the AI startup’s technology, establishing a large-capital benchmark for ongoing AI infrastructure investment (source: CNBC). According to @CNBC, the deal directly involves executive recruitment and technology licensing tied to AI data-center capabilities, placing NVDA in focus for traders tracking AI hardware leadership and capital deployment size (source: CNBC). According to @CNBC, the report does not mention cryptocurrencies, so traders in both equities and digital assets can use the >$900 million figure as the primary headline catalyst and factual datapoint from the source (source: CNBC).

According to @StockMKTNewz, Nvidia (NVDA) will invest 5 billion dollars in Intel (INTC) as part of a deal to co-develop data center and PC chips, citing CNBC. According to CNBC via @StockMKTNewz, the announcement specifically targets collaboration on data center and PC silicon between the two companies, making these segments the immediate focus for traders tracking AI semiconductor headlines.

According to @KobeissiLetter, Intel (INTC) surged over 30% after Nvidia announced a $5 billion investment in the company, source: The Kobeissi Letter on X (Sep 18, 2025). The investment is earmarked to jointly develop custom data centers and personal computing products, a headline cited as the driver of the outsized move, source: The Kobeissi Letter on X (Sep 18, 2025).

According to @StockMKTNewz, Nvidia NVDA announced it is investing to accelerate the AI industrial revolution in the United Kingdom, partnering with CoreWeave, Microsoft MSFT, and Nscale to build the nation’s next generation of AI infrastructure, as reported in the post on Sep 17, 2025, on X. The post does not specify capex size, deployment timeline, or site details, so traders may monitor follow-up disclosures from NVDA, MSFT, CoreWeave, and Nscale for potential catalysts, based on @StockMKTNewz. For crypto markets, this traditional AI infrastructure headline can serve as a sentiment reference for AI-related narratives while tracking market reaction to the NVDA and MSFT news flow, with @StockMKTNewz as the cited source.

According to @StockMKTNewz, the five largest US public companies by market cap are Nvidia (NVDA) at $4.3T, Microsoft (MSFT) at $3.8T, Apple (AAPL) at $3.5T, Alphabet/Google (GOOGL) at $3T, and Amazon (AMNZ) at $2.5T (source: @StockMKTNewz). The next five are Meta (META) at $1.9T, Broadcom (AVGO) at $1.7T, Tesla (TSLA) at $1.2T, Berkshire Hathaway (BRK.B) at $1.1T, and Oracle (ORCL) at $868B, underscoring AI and cloud-heavy leadership in US equities (source: @StockMKTNewz). Notably, Palantir (PLTR) is listed at $404B within the top 30, while the first five outside the top 30 are AMD at $259B, Wells Fargo (WFC) at $258B, Philip Morris (PM) at $253B, Morgan Stanley (MS) at $249B, and IBM at $240B (source: @StockMKTNewz). For traders, this concentration suggests cap-weighted index and ETF risk is dominated by AI and tech megacaps, while the post provides no direct commentary on crypto market impact, meaning any BTC/ETH implications are not specified in the source (source: @StockMKTNewz).

According to @sama, GPT-5-Codex has already reached roughly 40% of total Codex traffic and is expected to become the majority today, indicating rapid user migration to the newest code model (source: Sam Altman on X, Sep 15, 2025). OpenAI model delivery runs through the Azure OpenAI Service, so higher GPT-5-Codex usage implies increased AI workload demand relevant to Microsoft’s cloud AI narrative (source: Microsoft). Azure at-scale AI training and inference rely on NVIDIA GPU infrastructure such as H100/HGX in Microsoft’s data centers, linking model usage growth to ongoing data center GPU demand indicators for NVDA (source: NVIDIA; Microsoft). For crypto traders, AI headline shocks have historically coincided with trading volume surges in AI-linked token baskets on major exchanges, suggesting potential narrative-driven flows into the AI category rather than broad market beta (source: Kaiko Research, 2023–2024). Given that the only confirmed datapoint is the self-reported traffic share from @sama, traders should seek confirmation via Azure/OpenAI utilization disclosures and exchange volume metrics before positioning (source: Sam Altman on X; Microsoft; Kaiko Research).

According to @PelosiTracker_, a user copy-traded $1.25M on JoinAutopilot, allocating $234K to Nvidia (NVDA), $198K to Broadcom (AVGO), $151K to Google (GOOGL), and $122K to Vistra (VST) — source: @PelosiTracker_. Based on these disclosed amounts, the four buys total $705K or about 56.4% of the stated capital, with no other positions mentioned in the post — source: @PelosiTracker_. For trade sizing context, the listed allocations approximate 18.7% NVDA, 15.8% AVGO, 12.1% GOOGL, and 9.8% VST of the $1.25M, making NVDA the largest disclosed position — source: @PelosiTracker_.