According to The Kobeissi Letter, Nvidia is facing a $5.5 billion write-down in Q1 due to sudden export restrictions imposed on its H20 chip by President Trump. Previously, a promise was made to expedite permits for Nvidia, highlighting the volatility and unpredictability in trade policies affecting the semiconductor industry. This situation underscores the trading risks associated with geopolitical factors, making it crucial for traders to monitor such developments closely.

According to ZachXBT, Warpaul has shared valuable insights about their team's first-hand experience with IT workers from North Korea. This information could be significant for traders who are monitoring geopolitical factors and their potential impact on cryptocurrency markets.