Trump Shares 3 Jensen Huang Quotes: Nvidia (NVDA) Blackwell Production Has Started — What Traders Should Know
According to @KobeissiLetter, President Trump posted three quotes from Nvidia founder Jensen Huang stating that “production of Blackwell has started,” with a second quote beginning “After less than a year, we're now manufacturing the most...” as shown in the post. Source: @KobeissiLetter (Nov 19, 2025). NVIDIA has publicly described Blackwell as its next-generation AI computing platform succeeding Hopper for large-scale training and inference, unveiled at GTC 2024. Source: NVIDIA GTC 2024 keynote and press materials (March 2024). NVIDIA uses TSMC’s advanced foundry and CoWoS packaging for its high-end GPUs, a supply-chain linkage traders track when production milestones are referenced. Source: TSMC earnings calls (2024) and NVIDIA technical disclosures. In digital assets, AI-narrative headlines have historically coincided with higher turnover in AI-linked crypto tokens such as RNDR and FET during 2023–2024 AI cycles. Source: Kaiko Research (AI token liquidity reports, 2023–2024) and Binance Research (AI narrative analyses, 2023).
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President Trump's recent social media post highlighting quotes from Nvidia founder Jensen Huang has sparked significant interest in the stock market, particularly for $NVDA shares. According to a tweet by financial analyst @KobeissiLetter on November 19, 2025, Trump shared three key statements from Huang emphasizing the start of Blackwell production and America's leadership in AI technology. This development underscores Nvidia's pivotal role in the AI boom, which has direct implications for cryptocurrency traders eyeing AI-related tokens and broader market correlations.
Nvidia's Blackwell Production Launch and Its Market Impact
In the post, Huang is quoted saying, “As I promised, production of Blackwell has started. AI - invented in America, made in America, built for America and the world.” This announcement signals a major milestone for Nvidia, as Blackwell represents the next generation of AI chips designed to power advanced computing tasks, including those in data centers and machine learning. From a trading perspective, this could drive renewed investor enthusiasm for $NVDA, which has already seen substantial gains amid the AI hype. Traders should monitor key resistance levels around $150 per share, based on recent historical highs, as positive news like this often catalyzes breakouts. Moreover, the emphasis on domestic manufacturing aligns with broader economic policies, potentially boosting institutional flows into tech stocks.
Correlations Between Nvidia's AI Advancements and Cryptocurrency Markets
Shifting focus to the crypto sphere, Nvidia's advancements in AI hardware have profound ripple effects on blockchain and decentralized AI projects. Tokens like Fetch.ai (FET) and Render (RNDR), which leverage AI for decentralized computing and rendering services, often move in tandem with $NVDA's performance. For instance, during past Nvidia earnings reports, FET has shown volatility with up to 20% price swings in 24 hours, reflecting investor sentiment on AI infrastructure demand. Without real-time data, current market sentiment suggests that positive Nvidia news could enhance optimism for AI cryptos, especially if it leads to increased adoption of GPU-powered mining or staking protocols. Traders might consider long positions in FET/USD pairs on exchanges like Binance, watching for volume spikes as indicators of momentum.
Furthermore, the broader crypto market, including Bitcoin (BTC) and Ethereum (ETH), benefits indirectly from AI-driven innovations. Nvidia's chips are integral to Ethereum's proof-of-stake mechanisms and BTC mining operations, where energy-efficient hardware can reduce costs and improve profitability. Institutional investors, such as those from hedge funds, have been allocating more to AI-themed assets, with reports indicating billions in flows to tech equities that spillover into crypto ETFs. This interconnectedness presents trading opportunities, like arbitrage between $NVDA futures and BTC perpetual contracts, particularly if market indicators show rising correlation coefficients above 0.7, as observed in previous quarters.
Trading Strategies and Risk Considerations in Light of This News
For cryptocurrency traders, this Nvidia update offers a chance to capitalize on cross-market dynamics. A recommended strategy involves monitoring on-chain metrics for AI tokens, such as transaction volumes on the FET network, which surged 15% following similar announcements in the past. Pair this with technical analysis: look for bullish candlestick patterns on ETH charts, given Ethereum's reliance on AI for smart contract optimizations. However, risks abound, including regulatory scrutiny on AI technologies and potential supply chain disruptions that could affect chip production timelines. Diversifying into stablecoin pairs or using stop-loss orders at 5-10% below entry points can mitigate volatility. Overall, this news reinforces America's AI dominance, potentially fueling a bullish narrative for both stocks and cryptos in the coming weeks.
In summary, President Trump's endorsement of Nvidia's progress not only highlights geopolitical angles but also amplifies trading signals across markets. By integrating this with crypto sentiment analysis, traders can identify high-conviction setups, such as buying dips in RNDR amid $NVDA rallies. Staying informed on such developments is crucial for navigating the evolving landscape of AI and blockchain integration.
The Kobeissi Letter
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