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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
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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.
$XRP
$ETH
$BTC
#NVDA
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.
$XRP
$ETH
$BTC
#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 🚀
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 🚀
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
⚠️ 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
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 🚀
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. $NVDA sentiment is about to explode. This is the catalyst we've been waiting for. Don't get left behind. The future of AI is here.
Disclaimer: Not financial advice.
#NVDA #Aİ #Semiconductors #Crypto 🚀
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$GOOG is now just 500 billion dollars away from surpassing $NVDA.
It's crazy how quickly ideas can change!
A year ago, we expected $NVDA to dominate all aspects of AI, while $GOOG was seen as vulnerable to AI-related disruptions.
Today, it's $GOOG that is eating into ChatGPT's market share, and analysts view it as equal to $NVDA in terms of hardware.
I think both companies still have room to grow this year, but the Mag 7 is not where I'd be looking for opportunities right now.
#NVDA #Google $BTC
It's crazy how quickly ideas can change!
A year ago, we expected $NVDA to dominate all aspects of AI, while $GOOG was seen as vulnerable to AI-related disruptions.
Today, it's $GOOG that is eating into ChatGPT's market share, and analysts view it as equal to $NVDA in terms of hardware.
I think both companies still have room to grow this year, but the Mag 7 is not where I'd be looking for opportunities right now.
#NVDA #Google $BTC
🚨 MARKETS CHECK: THE TOP 3 SAY A LOT 🚨$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
🥇 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
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Nvidia is so far ahead that even its two-year-old chips still sell better than the entire sector combined.
#NVDA
#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
$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
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Main suppliers of Nvidia
Intellectual property: ARM
Manufacturing: TSM, INTC
Memory: MU, SNDK, WDC
Packaging: ASX, AMKR, CAMT
Equipment: KLAC, LRCX, ASML, KEYS
Networking: COHR, GLW, FN, LITE, APH
Server manufacturers: DELL, SMCI, JBL
Power systems: FLEX, ETN, VRT
Power electronics: STM, ADI, MPWR, NVTS, ON
#NVDA
Intellectual property: ARM
Manufacturing: TSM, INTC
Memory: MU, SNDK, WDC
Packaging: ASX, AMKR, CAMT
Equipment: KLAC, LRCX, ASML, KEYS
Networking: COHR, GLW, FN, LITE, APH
Server manufacturers: DELL, SMCI, JBL
Power systems: FLEX, ETN, VRT
Power electronics: STM, ADI, MPWR, NVTS, ON
#NVDA
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LATEST UPDATE:
🇨🇳🇺🇸 China suspends its purchases of American Nvidia chips, a sign of its intent to achieve technological independence.
#NVDA
🇨🇳🇺🇸 China suspends its purchases of American Nvidia chips, a sign of its intent to achieve technological independence.
#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 🚀
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 🚀
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🔥 Silver is approaching the Nasdaq market cap ceiling once again!
With silver prices around $80 per ounce today, its total value on Earth has reached approximately $4.6 trillion, temporarily surpassing the Nasdaq ceiling of ~$4.56 trillion, making it the second-largest asset in the world after gold!
Huge industrial demand (solar energy, electronics, artificial intelligence) and geopolitical tensions are pushing silver toward new horizons in 2026.
#نيفيديا #NVDA #استثمار #كريبتو #Binance
With silver prices around $80 per ounce today, its total value on Earth has reached approximately $4.6 trillion, temporarily surpassing the Nasdaq ceiling of ~$4.56 trillion, making it the second-largest asset in the world after gold!
Huge industrial demand (solar energy, electronics, artificial intelligence) and geopolitical tensions are pushing silver toward new horizons in 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
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
$BTC
$ETH
$SOL
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
$BTC
$ETH
$SOL
🚨 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
- 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
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