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 The Kobeissi Letter, Palantir stock (PLTR) flipped from +7% to -5% in overnight trading after releasing Q3 2025 earnings, a 12 percentage point reversal that underscores sharp short-term volatility for traders (source: The Kobeissi Letter on X, Nov 4, 2025). The Kobeissi Letter adds that the move shifted over $60 billion in market capitalization during the swing, highlighting outsized risk for momentum and liquidity-sensitive strategies in extended hours (source: The Kobeissi Letter on X, Nov 4, 2025). The post does not provide earnings detail or mention any cryptocurrency market impact, indicating no direct crypto linkage cited at this time (source: The Kobeissi Letter on X, Nov 4, 2025).

According to @KobeissiLetter, Alphabet’s Google stock (GOOGL) erased about $160 billion in market value within two hours after OpenAI announced a web browser, then regained about $180 billion roughly four hours later when it was recognized as essentially Google Chrome with ChatGPT added (source: @KobeissiLetter). According to @KobeissiLetter, no direct cryptocurrency market impact was cited.