According to The Kobeissi Letter, Nvidia erased $800 billion in market cap over five days last week and then added back $500 billion between 11 AM ET Friday and 4 PM ET Monday, equal to roughly $43 billion per trading hour and a 12 percent rebound, underscoring intense AI trade momentum and scarce entry points. source: The Kobeissi Letter on X, Nov 10, 2025 According to The Kobeissi Letter, dip buyers remain active and the guidance is to be prepared to capitalize on brief periods of weakness in the AI trade. source: The Kobeissi Letter on X, Nov 10, 2025 For crypto traders, AI-led tech rallies have historically coincided with stronger risk appetite in digital assets as BTC and ETH have shown positive rolling correlations with major US tech benchmarks during 2023–2024. source: Kaiko Research 2023, Coin Metrics correlation analyses 2023–2024 AI-linked crypto tokens such as RNDR and FET have previously outperformed around Nvidia-related AI catalysts, making NVDA-driven volatility a relevant signal for short-term crypto positioning. source: Kaiko Research 2023

According to @KobeissiLetter, Nasdaq 100 futures are up over 325 points premarket after an 8 percent rally since October 10 with only a 1 percent pullback, signaling that dip buyers have returned and bullish sentiment is very elevated, source: @KobeissiLetter, Oct 31, 2025. Per @KobeissiLetter, this risk-on setup is relevant for crypto watchlists as traders track whether the strong equity bid spills into BTC and ETH during the US session, source: @KobeissiLetter, Oct 31, 2025.

According to @KobeissiLetter, Ethereum (ETH) is up over 11% on the day and 20% from its Friday low, marking a sharp rebound. Source: @KobeissiLetter. According to @KobeissiLetter, the surge follows a $19.5 billion record liquidation, with dip buyers back in force. Source: @KobeissiLetter. According to @KobeissiLetter, the equity futures market open is going to be big. Source: @KobeissiLetter.

According to The Kobeissi Letter, the current market conditions do not exhibit the typical signs of capitulation, posing a challenge for dip buyers looking for entry points. The analysis suggests that the market's behavior is not aligned with the significant sell-offs and panic typically associated with capitulation, indicating that traders should exercise caution when attempting to buy dips. Source: The Kobeissi Letter.

According to The Kobeissi Letter, the S&P 500 surged over 100 points from its low as dip buyers began purchasing technology stocks. This resulted in an addition of $850 billion in market capitalization within just two hours, indicating a strong market rebound driven by investor confidence in the technology sector.