According to @KobeissiLetter, the Trump Administration now owns a 10% equity stake in Intel (INTC), a 15% stake in MP Materials (MP), a 10% stake in Lithium Americas (LAC), a 10% stake in Trilogy Metals (TMC), and holds a potential equity stake in IonQ, D-Wave, and Rigetti Quantum Computing, with the post stating the US government is joining the AI arms race; the post does not include supporting filings or agency announcements and does not mention any cryptocurrencies, focusing instead on AI, quantum computing, and critical minerals equities (source: @KobeissiLetter X post).

According to @KobeissiLetter, the Trump Administration holds a 10% equity stake in Intel (INTC), 15% in MP Materials (MP), 10% in Lithium Americas (LAC), 10% in Trilogy Metals (TMC), a golden share in US Steel Corporation, and has floated the idea of equity stakes in defense contractors, source: @KobeissiLetter. According to @KobeissiLetter, these government equity stakes signal a policy-driven market regime that can reshape risk premia and liquidity in semiconductors, rare earths, lithium, base metals, and steel, making INTC, MP, LAC, TMC, and US Steel key tickers for monitoring headline risk, options skew, and volume, source: @KobeissiLetter. According to @KobeissiLetter, crypto traders should track BTC and ETH for correlation and volatility shifts as policy headlines around strategic industries can spill over into broader risk sentiment, source: @KobeissiLetter.