英伟达

Big events are about to happen in the cryptocurrency world! Behind Nvidia's revenue lies a hidden secret, and Bitcoin and American tech stocks may face a bloodbath!

Right now, it feels like the entire American tech circle is relying on Nvidia selling graphics cards to hold the fort. In the third quarter, Nvidia's revenue was $57 billion, a year-on-year increase of 62%. It looks impressive, but this pillar of American tech is actually fraught with risks.

61% of its revenue comes from four mysterious clients, and no one knows who they are. These clients are buying a lot of graphics cards, but there have been no signs of corresponding orders for light modules and transformers, which is like saying you sold a lot of houses while the renovation market remains silent—clearly unreasonable.

Nvidia's business model also has major issues. With the current AI boom, it resembles selling shovels during a gold rush, making a lot of money while those mining for gold are suffering losses. Take OpenAI, for instance; its revenue in the first nine months was only $4.3 billion, yet it needs to spend hundreds of billions on computing power. This input-output ratio is simply unsustainable in the long term.

Physical limitations can't be avoided either. The chips Nvidia sold this quarter were all powered on, with a power consumption equivalent to one-tenth of New York City. Which country's power grid can handle that? Additionally, supporting facilities like cooling systems and light modules are also lagging behind.

Nvidia's current anonymous trading, lack of supporting orders, and unrealistic power demands resemble the fake prosperity created by Evergrande back in the day. Once the market realizes that selling shovels doesn't lead to gold mining, how long can this bubble last? This not only impacts Nvidia; American tech stocks and the cryptocurrency world will also suffer, and Bitcoin's vulnerability is increasing.

Buffett, SoftBank, and Jensen Huang are all cashing out; cash is king, and no story is more important than staying alive! Recently, the focus has mainly been on internal sharing. If you want to learn more useful tutorials and trading strategies, join 聊天室 to unlock more valuable knowledge.

#加密市场回调 #美联储重启降息步伐 #加密市场观察 #英伟达

🔥 Cryptocurrency market bloodbath of 18%! BTC experiences the worst week in 3 years, not even Nvidia can save it?!

This week, people in the crypto space fell into despair 🤯 as risk assets collectively crashed, with screams nearly overturning Binance Square!

📊 This week's dire situation directly reported (data speaks!)

1. BTC plummeted 18% in a single week, marking the worst weekly performance since November 2022, with many bulls being pressed into the ground!

2. U.S. stocks crashed in tandem, with the Nasdaq and S&P posting the largest weekly declines since April, as risk assets collectively lie flat!

3. A magical scene: Nvidia's earnings report was a huge success, with Huang himself on stage, yet the market unexpectedly turned and hammered down, showing no interest at all!

❓ Why can't Nvidia lift the market?

• The Federal Reserve is internally divided, with December rate cut expectations fluctuating, making funds hesitant to enter the market!

• Concerns about the AI bubble are brewing, as institutions watch earnings reports while fleeing, raising risk aversion to the max!

• Liquidity continues to tighten, even Nvidia's stock price surged and then fell back, shattering market confidence!

⏰ Next week's life-and-death moments (Beijing time, must watch!)

• Tuesday 21:30 ▶ U.S. September retail sales + PPI (first release after the hiatus, affecting rate cut expectations!)

• Wednesday 21:30 ▶ Initial jobless claims for the week (watching the tightness of the U.S. job market!)

• Thursday 03:00 ▶ Federal Reserve's Beige Book on economic conditions (insights into policy direction!)

• Friday ▶ Speech by New York Fed President Williams (the “three giants” of the Fed, every word is worth gold!)

⚠️ Urgent warning:
Next week, U.S. Thanksgiving market closure + early close for Black Friday, liquidity will be halved, market volatility may double, contract players must set stop-loss orders to avoid liquidation!

💥 Soul-searching question:
Is this 18% plunge a good buying opportunity or the beginning of a bear market? Are you preparing to cut losses and exit, watch from the sidelines, or go all-in and increase your position? Share your actions and opinions in the comments! 👇

$BTC $ETH $SOL #加密货币 #美联储何时降息？ #英伟达 #币圈行情分析

This year's biggest black swan might be: NVIDIA's financial report fraud #英伟达

NVIDIA's 57 billion revenue explosion, even #BTC mining stocks are soaring!😮💥

#英伟达 delivered an outstanding report card in the third quarter, not only boosting tech stocks, but even miners like IREN and Cipher are taking off together. Why? Because these miners are no longer content with just mining Bitcoin; they are starting to sell their computing power to more profitable and booming AI data centers—businesses that rely on high-performance GPUs.📈💻

For example, IREN has already signed a $9.7 billion deal with Microsoft this year to provide NVIDIA GPU clusters, with its stock price soaring 366.7% this year; Cipher has also signed a 10-year contract with Fluidstack, supported by Google, with an annual increase of 215.09%. It can be said that "the mining machines haven't cooled down yet; let's first turn the mining farms into AI cloud data centers."

This wave of transformation also has practical reasons: Bitcoin miners' income dropped from $1.62 billion in October to $850 million in November, making mining increasingly difficult to profit from, and everyone has to embrace bigger opportunities.
In short—an AI bull market is coming, and it's not just Silicon Valley; even mining farms need to secure their positions.

#英伟达 The financial report exploded! Q3 revenue reached 57 billion USD, Q4 expectations are 63.7-66.3 billion, far exceeding Wall Street expectations. The booming AI ecosystem has triggered a chain reaction, with Bitcoin miners IREN and Cipher seeing their stock prices soar. IREN has shifted some mining sites to AI data centers, signing a $9.7 billion contract to provide a cluster of #GPU units, with an increase of 366.7% this year; Cipher signed a 10-year AI hosting agreement, with its stock price up 215% this year. Although miner revenue has declined, only 850 million USD in November #BTC , the skyrocketing demand for AI has allowed miners to transform and embrace a new opportunity. Kazakhstan has updated its digital regulations, opening the door for cryptocurrency and innovation, as traditional mining cools down while AI mining is booming!

$ETH $BNB $TNSR
💥💥💥⚠️ Explosion! AI Bubble Alarm Rings Loud! 😱一起聊聊！

🔥 Jinshi Data Latest News: Analyst Adam Button bluntly stated that today's ugly K-line in the U.S. stock market makes bulls want to cry. Nvidia opened high and then fell, directly cracking the halo of the "AI chip leader"—Google's Gemini 3 has created a top-tier LLM using non-Nvidia chips; it's just a matter of time before other giants follow suit, putting Nvidia's profit risk at an all-time high.

What's even harsher: it accounts for 8% of the S&P 500 weight, and once it halves, it will directly drag down the market by 4%! Adding to that, Powell's ironclad statement that there will be no interest rate cuts in December shatters the market's dovish dreams, and liquidity tightening is a done deal.

What does this mean for us crypto players?
· AI narrative is temporarily cooling down; don't chase related concept coins for now.
· Risks in the U.S. stock market may spill over, with Bitcoin and Ethereum likely to follow the downturn.
· However, in the long run, projects that truly integrate AI and blockchain will stand out.

My focus in spot trading is still on ETH, as it has the most AI applications in its ecosystem; a drop would actually create a buying opportunity. BNB is also stabilizing its platform coin base, no need to panic.

Is it panic selling or buying the dip, or just reducing exposure and waiting? How are you operating? Share in the comments below👇

#AI泡沫 #英伟达 #美股2026预测 #加密市场回调 #美国AI行动计划

NVIDIA's performance exceeded expectations + US stocks surged, boosting the overall sentiment for risk assets, and cryptocurrencies ($BTC , $ETH ) will also benefit from this – the previous oversold market will temporarily ease, showing a slight rebound (for example, BTC rebounding from 88,000 to 91,000).

The enthusiasm for tech stocks will indirectly transfer to the crypto market (especially for coins related to AI + blockchain), and short-term capital may flow from US stocks to cryptocurrencies.

This US stock market trend is a short-term positive sentiment for cryptocurrencies, but long-term support is limited.
#英伟达 #美股行情 #btc走勢

It's so explosive, family! NVIDIA's stock skyrocketed 4.9% before the market opened! The AI computing power cash machine is surging, and the cryptocurrency market is about to boil over!

Family, NVIDIA is making big waves again! The stock price surged directly by 4.9% before the market opened, and the data in its recently released financial report is simply incredible: the revenue for Q3 of fiscal year 2026 reached $57 billion, nearly $22 billion more than the same period last year, far exceeding the market expectation of $54.9 billion. This is not just a celebration for U.S. stock investors; those in the crypto circle should also perk up their ears!

Why is NVIDIA so powerful? It is the global engine of AI computing power, with GPUs like the super brain for AI training. Whether it's chatbots or complex AI models, it relies on this technology. In this financial report, the revenue from the data center business soared to $51.2 billion, a staggering 66% year-over-year increase, indicating that enterprises and cloud service providers are frantically purchasing computing power, and the demand for AI is growing like an avalanche.

With NVIDIA's surge, which tokens in the crypto circle will also take off? Tokens related to AI agents and decentralized computing, such as AGIX and FET, aim to create a 'decentralized AI brain' to unite global computing power for AI applications. The explosion in NVIDIA's computing power demand will make everyone realize that computing power is valuable, and these tokens will naturally gain attention. There are also ZKML-type projects that combine privacy protection and AI, requiring a large amount of computing power to train models. NVIDIA's financial report proves the real demand for computing power, and they will also be favored. High-performance blockchain networks like RNDR, which focus on computing power leasing, will thrive due to NVIDIA's large demand for computing power.

NVIDIA's CEO also stated that there is no bubble in AI, and it will rise further in the future. The company predicts that next quarter's revenue will soar to $65 billion. This is like giving the market a shot of adrenaline, igniting market sentiment.
Ordinary investors who want to ride this wave of dividends should closely monitor the details of NVIDIA's financial report, the binding of crypto projects and computing power, as well as market sentiment indicators. NVIDIA's surge is the rallying cry for AI and crypto, but the cryptocurrency market carries significant risks; don't blindly go all in. Start with a small position and see how it goes; perhaps the next one to get rich will be you! Follow Tao Ge for more insights!

#美股2026预测 #特朗普取消农产品关税 #加密市场回调 #英伟达