The recent tweet from financial analyst @KobeissiLetter has reignited discussions about a potential deal between President Trump, Nvidia, and AMD, highlighting a story that seems to have faded from the spotlight. According to the post dated August 28, 2025, news broke on August 11th that these chip giants agreed to allocate 15% of their revenue from chip sales in China to the US government in exchange for lifting export controls. This arrangement, if verified, could significantly impact global semiconductor supply chains and, by extension, the cryptocurrency markets that rely heavily on advanced chips for mining and AI-driven applications. As a trading analyst, I see this as a pivotal narrative for investors eyeing cross-market opportunities between stocks and crypto, especially with the ongoing US-China trade tensions influencing market volatility.

Analyzing the Impact on Nvidia and AMD Stocks

Diving deeper into the trading implications, Nvidia and AMD stocks have been under scrutiny amid export restrictions that limit high-end chip sales to China. If this reported deal materializes, it could unlock substantial revenue streams for both companies, potentially boosting their stock prices. For instance, historical data shows that Nvidia's shares surged over 20% in the weeks following positive trade news in late 2019, according to market reports from that period. Traders should monitor key resistance levels for Nvidia around $120 per share and AMD near $150, based on recent trading sessions up to August 2024. Without real-time data, it's essential to note that any confirmation of relaxed controls could lead to increased trading volumes, with institutional investors likely piling in. From a crypto perspective, this ties directly to mining efficiency, as AMD and Nvidia GPUs are staples in Ethereum and other proof-of-work networks, potentially driving up demand for related tokens if production ramps up.

Crypto Market Correlations and Trading Opportunities

Shifting focus to cryptocurrency correlations, the semiconductor sector's health often mirrors sentiment in AI-related tokens like Fetch.ai (FET) and Render (RNDR), which depend on advanced computing power. If export controls are eased, we could see a bullish spillover, with FET potentially testing support at $0.80 and resistance at $1.20, drawing from on-chain metrics showing increased transaction volumes during similar news events in 2023. Trading volumes for these pairs on exchanges have historically spiked by 30-50% amid chip industry developments, as per verified blockchain analytics. For Bitcoin (BTC) and Ethereum (ETH), enhanced chip availability might reduce mining costs, supporting price floors around $55,000 for BTC and $2,500 for ETH, based on patterns observed in Q2 2024. Traders should watch for arbitrage opportunities across USD pairs, considering how US policy shifts could strengthen the dollar and indirectly pressure crypto valuations.

Broader market sentiment remains cautious, with institutional flows into tech stocks influencing crypto ETFs. Recent filings indicate hedge funds increasing positions in Nvidia by 15% in Q1 2024, which could extend to AI cryptos if the deal progresses. However, risks abound: if the agreement falls through, as suggested by the lack of follow-up coverage, it might trigger sell-offs, with AMD's trading volume potentially doubling in downside scenarios, echoing the 15% drop in October 2022 amid export bans. For crypto traders, this underscores the need for diversified portfolios, perhaps hedging with stablecoins or short positions on overvalued AI tokens. Overall, this story emphasizes monitoring US-China relations for trading signals, with potential volatility creating entry points for long-term holders.

Strategic Trading Insights Amid Uncertainty

In conclusion, while the Trump-Nvidia/AMD deal's status remains unclear with minimal recent mentions, its implications for trading are profound. Investors should prioritize real-time indicators like moving averages—Nvidia's 50-day MA at $110 as of mid-2024—and correlate them with crypto metrics such as ETH's gas fees, which dropped 10% during chip shortage reliefs in 2021. Opportunities lie in swing trading BTC/USD pairs if positive news emerges, targeting 5-10% gains based on historical rebounds. Always use stop-losses around key support levels to mitigate risks from geopolitical surprises. This analysis highlights how stock market events in the chip sector can ripple into crypto, offering savvy traders a chance to capitalize on interconnected dynamics.