nvda

BREAKING: China has restricted purchases of Nvidia's, $NVDA, H200 AI chips and will only approve purchases of the chips "under special circumstances," per The Information.

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#NVDA

TSMC announced 2026 capex of US$52–56bn at today’s earnings call, with strong Nvidia demand as the key driver.

1. Ahead of the call, sell-side analysts and media generally expected 2026 capex of US$45–52bn, while the buy side was already at US$53–56bn.

2. TSMC is typically conservative on capex guidance, so final 2026 spending is very likely to beat buy-side pre-call expectations.

3. Most customers negotiate for guaranteed capacity. Nvidia CEO Jensen Huang negotiates for land. In November last year, he visited Tainan and told TSMC he was willing to pay to secure the reserved P10 and P11 land next to Fab 18. At the time, Fab 18 plans were only clearly defined for P1–P9, and Jensen Huang’s ultimate goal was to secure the P12 land as well.

4. Before Huang raised the idea of securing P10 and P11 land, buy-side consensus for TSMC’s 2026 capex was US$45–50bn.

5. Even with tight advanced-node and packaging capacity, TSMC stays highly disciplined on demand approval, often approving less than customers’ most optimistic requests. Want the most aggressive capacity? Put more cash down, book the land, and pay to grow capacity—just as Huang did. That said, with resources increasingly constrained across the board, even if other customers try to follow Huang’s playbook, securing the most aggressive capacity is becoming harder and harder.
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#NVDA

NVIDIA FUNDING RATES ARE LIVE! $NVDAEntry: 150 🟩
Target 1: 165 🎯
Target 2: 175 🎯
Stop Loss: 140 🛑

This is NOT a drill. The world's first stock perpetual funding rate market just dropped. Boros is unlocking insane opportunities on $NVDA. Capture the spread. This is your chance to profit from the biggest company on Earth. Do not miss this.

Disclaimer: Trading is risky.

#Crypto #DeFi #Trading #NVDA 🚀

NVIDIA FUNDING RATES ARE LIVE! 🤯

Entry: 120 🟩
Target 1: 150 🎯
Stop Loss: 100 🛑

Boros just dropped the world's FIRST stock perpetual funding rate market. Capture the NVDAUSDC spread on Hyperliquid. This is HUGE. Don't miss out. Get in NOW. This is the opportunity of a lifetime.

Disclaimer: Not financial advice.
#NVDA #CryptoTrading #FOMO #DeFi 🚀

🚨 CHINA JUST SLAMMED THE DOOR ON $NVDA H200 CHIPS! 🚨

⚠️ Why this matters: This is a massive geopolitical signal impacting the entire AI supply chain. The crypto mining sector watches closely.

• Approval for H200s now requires "special circumstances."
👉 This signals extreme internal focus on domestic tech control.
✅ Expect volatility across chip-dependent sectors.

$DASH and $DCR holders, pay attention to the ripple effect here. This is not FUD, this is structural shift. Prepare for turbulence.

#CryptoNews #AIChipWar #NVDA #MarketShift #Alpha

$GOOG n'est plus qu'à 500 milliards de dollars de dépasser $NVDA.

C'est fou comme les idées peuvent changer vite !

Il y a un an, on s'attendait à ce que $NVDA domine tous les aspects de l'IA, tandis que $GOOG était perçu comme vulnérable aux bouleversements liés à l'IA.

Aujourd'hui, c'est $GOOG qui grignote des parts de marché à ChatGPT, et les analystes la considèrent comme étant à égalité avec $NVDA en matière de matériel.

Je pense que les deux entreprises ont encore du potentiel de hausse cette année, mais le Mag 7 n'est pas l'endroit où je chercherais des opportunités pour le moment.
#NVDA #Google $BTC

😎Сейлър го каза най-добре:
​Най-добре представящите се активи на това десетилетие са:

1.​Дигитална интелигентност #NVDA
2.Дигитален кредит #MSTR
3.Дигитален капитал $BTC

​Край на дискусията. 🎤

​Кой е съгласен? 💬👇
​#BTC

NVIDIA Chips Approved! $NVDA ROCKET IMMINENT

This is not a drill. China is reportedly greenlighting NVIDIA's H200 AI chips THIS QUARTER. This is a massive shift, a partial rollback of restrictions. The AI and semiconductor markets are about to go nuclear. $NVDA sentiment is about to explode. This is the catalyst we've been waiting for. Don't get left behind. The future of AI is here.

Disclaimer: Not financial advice.

#NVDA #Aİ #Semiconductors #Crypto 🚀

Nvidia est tellement en avance que même ses puces vieilles de deux ans se vendent encore mieux que le reste du secteur réuni.
#NVDA

Les actifs les plus performants de cette décennie sont Digital Intelligence #NVDA , Digital Credit #MSTR et Digital Capital $BTC
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🚨 MARKETS CHECK: THE TOP 3 SAY A LOT 🚨$币安人生

🥇 Gold — $31.4T

💻 NVIDIA — $4.5T

🥈 Silver — $4.49T

Let that sink in.$HYPER

Gold alone is worth 7× NVIDIA + Silver combined.

This isn’t just about prices — it’s about where global trust lives.$SAHARA

📌 What the market is whispering:

• Gold rising = risk hedging is back

• Silver waking up = inflation + industrial demand

• NVIDIA holding strong = AI is still the growth king

📊 Old money vs new tech.

🌍 Safety vs innovation.

⏳ Capital is choosing balance, not extremes.

Smart money watches all three, not just charts.

What are you positioning for next? 👀👇

#Binance #Markets #Gold #Silver #NVDA

Principaux fournisseurs de Nvidia

Propriété intellectuelle : ARM
Fabrication : TSM, INTC
Mémoire : MU, SNDK, WDC
Conditionnement : ASX, AMKR, CAMT
Équipements : KLAC, LRCX, ASML, KEYS
Réseau : COHR, GLW, FN, LITE, APH
Fabricants de serveurs : DELL, SMCI, JBL
Systèmes d'alimentation : FLEX, ETN, VRT
Électronique de puissance : STM, ADI, MPWR, NVTS, ON
#NVDA

NVIDIA vs COSTCO: growth vs stability. #NVDA rockets on AI hype, #COSTCO grinds with cash flow. Traders watch rotation. $GMT
$BIFI
$GPS
lag but offer bounce setups. Volatility favors scalps, not marriage trades. Risk managed, profits booked. Stay disciplined, follow volume, respect levels, and trade your plan. Always manage ris#BinanceHODLerBREV #USTradeDeficitShrink

DERNIÈRE MINUTE :

🇨🇳🇺🇸 La Chine suspend ses achats de puces Nvidia américaines, signe de sa volonté d'indépendance technologique.
#NVDA

NVIDIA JUST BLEW THE LID OFF THE AI MARKET!

BiyaPay analysts see major shifts. The "guidance revision + product cycle" is the AI catalyst. Expect structural selection, not a general surge. This is your moment to capture NVDA and the AI supply chain. Manage positions and volatility with BiyaPay. Don't miss this wave.

This is not financial advice.
#Aİ #NVDA #CryptoTrading 🚀

🔥 الفضة تقترب مرة أخرى من سقف نيفيديا السوقي!

مع سعر الفضة حول 80 دولار للأونصة اليوم، بلغت قيمتها الإجمالية فوق سطح الأرض حوالي 4.6 تريليون دولار، متجاوزة مؤقتاً سقف نيفيديا البالغ ~4.56 تريليون دولار، لتصبح ثاني أكبر أصل في العالم بعد الذهب فقط!

الطلب الصناعي الهائل (الطاقة الشمسية، الإلكترونيات، الذكاء الاصطناعي) والتوترات الجيوسياسية يدفعان الفضة نحو آفاق جديدة في 2026.

#نيفيديا #NVDA #استثمار #كريبتو #Binance

First Impression Using TradFi

I trade both $BTC and #NVDA so when Bitget opened access to TradFi during the whitelist phase, my curiosity was simple:
Can a crypto-native exchange actually deliver a usable TradFi experience or will it feel bolted on?

My first impression was cautious, not hyped. The TradFi section felt intentionally restrained, with no flashy prompts or exaggerated messaging. It didn’t feel confusing, but it wasn’t instantly intuitive either I had to pause briefly to understand how TradFi fit into my usual $BTC trading workflow

What I Genuinely Liked

What stood out most was having $BTC and TradFi exposure inside the same environment. It made capital allocation feel more fluid instead of split across platforms.

Order execution also felt familiar. The mechanics were closer to crypto trading than legacy brokerage platforms, which reduced friction and helped me focus on execution.

Overall, the no-hype, functional approach stood out. For a whitelist product, TradFi felt intentional and honest focused on usability rather than overpromising.
#FOMCWatch #BTCVSGOLD

🚀 NVIDIA SMASHES RECORDS! 🚀
In an absolutely stunning display of strength, NVIDIA just reported a monumental quarterly revenue of $46.7 billion! 🤯 What makes this even more impressive? This historic achievement was powered entirely by global demand, with ZERO sales of their restricted H20 chips in China.
Demonstrating massive confidence in their future, the company also announced a colossal $60 billion share buyback program 💰, signaling a belief that their stock is still undervalued.
This isn't just a win; it's a testament to insatiable global demand for AI power. The ripple effect across the tech sector and broader markets is going to be huge! 🌊
#NVDA #AI #Stocks
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🚨 Today’s Market Dump Is Pure Insanity 😡

- S&P 500 erased **$1.5T** from the intraday high
- $BTC crashed to **$87K**
- Crypto market cap under **$2.95T**

Zero negative headlines. No Fed shock, no recession scare, no tariffs, no bad earnings.

NVIDIA (8% of S&P weight) just posted monster numbers yesterday… and the entire pump got retraced in one session.

This isn’t fundamentals — it’s straight panic/whale games.

Buy the fear or wait it out? 👀

#CryptoCrash #SP500 #Bitcoin❗ #NVDA #MarketDump

🚨 BREAKING:

First it was Michael Burry.
Then SoftBank Group dumped all its $NVDA shares.
And now Peter Thiel has sold his entire Nvidia stake.

With Nvidia making up nearly 8% of the entire S&P 500, these back-to-back exits from major investors are raising serious questions.

Is smart money preparing for something big? 👀

#NVDA #Stocks #MarketAlert #S&P500

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