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.