According to @milesdeutscher, citing The Kobeissi Letter, US data center construction rose 18.5% year over year in October 2025 to a record 42 billion annualized, just 3 billion below office building spending of 45 billion (source: @milesdeutscher quoting The Kobeissi Letter). The source adds that data center spending has tripled since the ChatGPT launch in November 2022 while office building construction fell 40%, and projects data center construction could surpass office building levels as early as this year (source: @milesdeutscher quoting The Kobeissi Letter). Based on the source-reported construction surge and rotation away from office builds, traders may focus on AI infrastructure exposures such as leading accelerators, networking, power and cooling suppliers, and data center REITs, with watchlists commonly including NVDA, AMD, AVGO, DLR, and EQIX as beneficiaries of elevated build-out demand (analysis anchored to @milesdeutscher citing The Kobeissi Letter).

According to @KobeissiLetter, software stocks now account for 4.5 percent of total US hedge fund net exposure, the lowest on record (source: @KobeissiLetter). The same source states this share has fallen by 12 points from its mid-2023 peak (source: @KobeissiLetter). The source also highlights contrasting positioning in semiconductor and semiconductor equipment names over the same period, underscoring a notable shift within US tech allocation for traders to monitor (source: @KobeissiLetter).

According to The Kobeissi Letter, US data center construction rose 18.5% year over year in October 2025 to a record 42 billion annualized and now sits just 3 billion below office building spend. According to The Kobeissi Letter, spending on data centers has roughly tripled since the ChatGPT launch, highlighting accelerating demand for AI infrastructure. According to The Kobeissi Letter, traders may watch data center REITs, power and electrical equipment suppliers, utilities, and AI semiconductor and server vendors for potential beneficiaries of continued build out.

According to @KobeissiLetter, Intel (INTC) extended its slide to about 17%, putting it on track for its largest single-day decline in nearly three years, while the US government's position in Intel lost roughly $4 billion in value today.

According to @StockMKTNewz, Nvidia CEO Jensen Huang held 3 million NVDA shares at IPO, valued at $59 million after the first trading day. According to @StockMKTNewz, that same stake would be worth $266 billion today, a stark illustration of long-term compounding in AI leaders that traders monitor.

According to @CNBC, Taiwan Semiconductor (TSM) posted a record quarter, and Jim Cramer said the results renewed investors' faith in AI stocks, indicating improved sentiment toward the semiconductor-led AI trade (source: CNBC).

According to @StockMKTNewz, Micron (MU) began today's session up roughly 5%, indicating early bullish momentum at the market open, source: @StockMKTNewz. The update reports the initial 5% rise but provides no details on catalysts, earnings, guidance, or macro drivers, source: @StockMKTNewz. The source did not mention any crypto market or AI-token impacts, so there is no direct linkage to digital assets in this update, source: @StockMKTNewz.

According to @CNBC, Nvidia quietly bought a competitor last week and analysts believe this could be a big deal for NVDA’s stock, signaling a potential catalyst for price movement and volatility when markets digest the news (source: @CNBC on X, Dec 29, 2025). According to @CNBC, the post did not disclose the target or deal terms, indicating that near-term trading may be headline-driven until official details are released (source: @CNBC on X, Dec 29, 2025).

According to The Kobeissi Letter, CNBC initially framed the deal as a full buyout, but updated details indicate Nvidia is purchasing $20 billion worth of assets from Groq, highlighting the transaction’s scale for Nvidia and the broader AI sector (The Kobeissi Letter; CNBC as referenced by The Kobeissi Letter). The source characterizes the deal as “huge,” while providing two concrete trading-relevant facts: the structure is an asset purchase rather than a complete acquisition, and the headline size is about $20 billion (The Kobeissi Letter). The source does not provide timing, consideration mix, or financial guidance details, nor any crypto market impact metrics, limiting immediate pricing analysis beyond the deal form and size (The Kobeissi Letter).

According to @StockMKTNewz, Micron (MU) rose about 5% in after-hours trading following its earnings release (source: @StockMKTNewz on X, Dec 17, 2025). Historical data show AI- and semiconductor-linked crypto tokens have reacted around major chip earnings, indicating cross-asset sensitivity during AI hardware catalysts (source: Kaiko Research, 2023–2024). Bitcoin’s correlation with U.S. tech equities has been positive in risk-on periods, making the equity follow-through at the open a relevant signal for crypto risk appetite (source: Coinbase Institutional Research, 2023).

According to @CNBC, Nvidia introduced new software that could help trace where its AI chips end up, indicating a focus on end-use tracking across its hardware footprint (source: CNBC). CNBC’s post did not include release timing, supported products, or compliance specifics (source: CNBC). For traders, CNBC’s headline centers on AI chip supply-chain traceability, with no stated implications for crypto mining or GPU availability in the post (source: CNBC).

According to @StockMKTNewz, Google DeepMind will open its first research lab dedicated to discovering new materials used in batteries and semiconductors in the United Kingdom next year, as reported by Bloomberg (source: Bloomberg via @StockMKTNewz, Dec 11, 2025). The facility is the centerpiece of a broad partnership with the British government, indicating a targeted push into AI-led materials discovery (source: Bloomberg via @StockMKTNewz, Dec 11, 2025). For crypto traders, AI-linked tokens have previously reacted to major AI developments; Bloomberg reported that AI tokens such as RNDR and FET rallied alongside AI equity gains after Nvidia’s results in February 2024 (source: Bloomberg, Feb 2024).

According to CNBC, Trump backed Nvidia selling AI chips to China, while GOP lawmakers gave the move a chilly reception. Source: CNBC. According to CNBC, the report focuses on AI chip sales and U.S.-China tech policy and notes no direct cryptocurrency policy changes. Source: CNBC.

According to @StockMKTNewz, China is reportedly set to limit access to NVIDIA’s (NVDA) H200 chips despite U.S. President Trump’s export approval, citing the Financial Times (source: @StockMKTNewz). The report indicates the constraint would stem from China-side access limits rather than a U.S. export block, shifting focus to in-country availability for AI compute buyers (source: @StockMKTNewz). NVIDIA’s H200 is a high-bandwidth data center GPU for AI training and inference, making any domestic access limits directly relevant to advanced compute supply in China (source: NVIDIA; @StockMKTNewz). For trading, this headline places NVDA, semiconductor ETFs with China exposure, and China AI tech names on volatility watch, with crypto participants tracking potential spillover in AI-related token sentiment tied to AI-chip policy news (source: @StockMKTNewz).

According to @CNBC, Nvidia can sell the more advanced H200 AI chip to China under current conditions. According to @CNBC, the key uncertainty is whether Beijing will actually purchase these chips, which places near-term focus on China demand risk for NVDA and semiconductor peers. According to @CNBC, this development also matters for AI-compute availability narratives that crypto traders track when assessing sentiment for AI-linked digital assets.

According to @StockMKTNewz, the following names printed new 52-week highs intraday today, spanning semiconductors, retail, autos, metals/mining, financials, utilities, REITs, and travel/leisure: AVGO, WMT, GM, NU, ADI, AGI, ALB, B, BCS, CHRW, D, EQX, HLT, ITUB, LITE, LVS, NLY, NUE, PAAS, QSR, ROK, ROST, STLD, SYF, TD, TSEM, TEVA, VALE, VTR, and WELL (source: @StockMKTNewz, Nov 28, 2025). Traders can use this 52-week-highs breadth as a breakout watchlist in equities and as a cross-asset risk-sentiment input when positioning in BTC and ETH, with AI chips (AVGO, ADI), commodities (NUE, STLD, VALE, PAAS, AGI, EQX), retail (WMT, ROST), and REITs (VTR, WELL) all represented (source: @StockMKTNewz, Nov 28, 2025).

According to @KobeissiLetter, technology and related stocks now account for a record 45% of S&P 500 capital expenditures, up roughly 20 percentage points over the past decade, marking a historic concentration of investment within the index; by comparison, the Dot-Com peak was about 39% for tech CapEx share. source: @KobeissiLetter. This implies tech-led CapEx is at cycle highs relative to prior periods, a condition traders can use to assess potential momentum in AI infrastructure and semiconductor-heavy segments within US equities. source: @KobeissiLetter. For crypto risk monitoring, correlations between BTC, ETH and US equities have risen since 2020, making tech-cycle shifts a relevant macro input for digital asset positioning; the IMF documented a notable increase in BTC–S&P 500 correlation during 2020–2021. source: International Monetary Fund, 2022 analysis on crypto–equity correlations. The post also references commodity sectors’ CapEx but provides no specific figures in the text excerpt, limiting further cross-sector comparison from the provided data. source: @KobeissiLetter.

According to @StockMKTNewz, a post titled The AI spending spree featuring an image was shared on X on November 22, 2025, spotlighting escalating AI-related spending as a key market theme; source: @StockMKTNewz on X, November 22, 2025. The post centers trader attention on AI investment trends and can serve as a timely reference for monitoring sentiment shifts in AI-focused equities and AI-linked crypto narratives; source: @StockMKTNewz on X, November 22, 2025.

According to @burrytracker, Michael Burry posted a tweet immediately after Nvidia’s (NVDA) earnings release as captured in the tracker’s Nov 19, 2025 update; source: @burrytracker. The tracker post does not include the content of Burry’s tweet or any Nvidia earnings figures, providing no tradeable details from this post alone; source: @burrytracker. The post contains no mention of crypto assets or AI-related tokens, indicating no stated crypto-market impact in this update; source: @burrytracker.

According to @StockMKTNewz, Wells Fargo raised its Nvidia (NVDA) price target to $265 from $220 while maintaining an Overweight rating. According to @StockMKTNewz, this update pertains specifically to NVDA and provides no additional detail or crypto market references.