According to @stocktalkweekly, Bloomberg reports the Trump team is internally discussing allowing sales of Nvidia's H200 AI chips to China, posted Nov 21, 2025, which directly relates to U.S. AI chip export policy and is a trading-relevant headline for semiconductors (source: Bloomberg via @stocktalkweekly, Nov 21, 2025). The post explicitly tagged NVDA and SMH, highlighting immediate relevance for Nvidia shares and the VanEck Semiconductor ETF in headline-driven order flow (source: @stocktalkweekly, Nov 21, 2025). The post did not mention any cryptocurrencies, indicating any crypto-market impact would be indirect via AI-policy sentiment rather than specific tokens (source: @stocktalkweekly, Nov 21, 2025).