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$AMD(AMD)$ 【AMD Strikes at NVLink: Can the Open Helios Cabinet Disrupt the AI Landscape?】 Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters. AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform. 💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors? Not an investment suggestion. #AMD #NVIDIA
$AMD(AMD)$ 【AMD Strikes at NVLink: Can the Open Helios Cabinet Disrupt the AI Landscape?】

Nvidia has dominated the AI chip market for a decade, and the real turning point may explode at the "full cabinet system" level. Last night, AMD unveiled the MI355X/MI400 and launched the Helios cabinet: 72 GPUs + UALink open interconnection, the entire cabinet is treated as "a supercomputer." Higher HBM capacity and power consumption ratio lead to a 29% reduction in inference cost per token (compared to Nvidia's B200), with Crusoe purchasing 13,000 units at once as evidence of demand. OpenAI, Meta, and xAI have already locked in orders, and Oracle plans to deploy 131,000 units in clusters.

AI business revenue for 2024 has exceeded $5 billion, and management has raised the TAM to over $500 billion by 2028; if AMD's AI-related revenue grows to $8 billion in 2025, non-GAAP EPS will rise to $6, which, even at a 30 × PE ratio, points to $180, while the current price is still below $120. The market underestimates not only the "second supplier" but also the accelerator effect of AMD's transition to a "CPU + GPU + Network + Cabinet" full-stack platform.

💡Question: Can an open ecosystem really leverage NVLink's moat? Will Helios become a cost shockwave for cloud vendors?

Not an investment suggestion.

#AMD #NVIDIA
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Bitcoin mining company IREN raises 450 million USD in convertible bonds: A transformation into a new forceIREN (formerly Iris Energy), a Bitcoin mining company, has successfully raised 450 million USD through a convertible bond issuance maturing in 2030, with an attractive interest rate of only 3.25% per year. This capital will be used to limit equity dilution, repurchase outstanding shares, and most importantly, expand AI data centers. The attraction of significant cash flow is not coincidental. The company operates large data centers in the US and Canada with a total connected capacity of up to 2,910 MW.

Bitcoin mining company IREN raises 450 million USD in convertible bonds: A transformation into a new force

IREN (formerly Iris Energy), a Bitcoin mining company, has successfully raised 450 million USD through a convertible bond issuance maturing in 2030, with an attractive interest rate of only 3.25% per year. This capital will be used to limit equity dilution, repurchase outstanding shares, and most importantly, expand AI data centers.
The attraction of significant cash flow is not coincidental. The company operates large data centers in the US and Canada with a total connected capacity of up to 2,910 MW.
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🚨🚨🚨 Nvidia's action ($NVDA) reaches its highest level since January.#nvidia #Tesla
🚨🚨🚨
Nvidia's action ($NVDA) reaches its highest level since January.#nvidia #Tesla
#NVIDIA 📈 NVIDIA (NVDA): The AI King – Growth or Overvaluation? 👑 💡 NVIDIA has become the face of AI, powering everything from ChatGPT to autonomous vehicles. With a market cap now rivaling tech giants, NVDA stock has skyrocketed over 230% in the last 12 months. But as the hype builds, so do the questions: ⚠️ Is NVDA’s valuation sustainable? With a P/E ratio over 70 and soaring demand for AI chips, some investors see unstoppable growth. Others fear we're in bubble territory. 🚀 Bull Case: Dominates the AI GPU market (80%+ share) Strategic moves in data centers & software (CUDA, Omniverse) Earnings beating Wall Street expectations quarter after quarter 🐻 Bear Case: – Sky-high valuation vs. historical averages – Rising competition from AMD, Intel & custom AI chips (e.g. from Google & Tesla) – AI adoption may not monetize as fast as stock price implies 📊 TL;DR: NVDA is undeniably the AI leader, but is Wall Street pricing in too much future too soon? 🔍 Your Turn: Are you bullish on NVDA's dominance, or do you smell a correction brewing? 👇 Drop your thoughts in the comments! #NVIDIA #TechStocks #Binance #AIRevolution
#NVIDIA
📈 NVIDIA (NVDA): The AI King – Growth or Overvaluation? 👑

💡 NVIDIA has become the face of AI, powering everything from ChatGPT to autonomous vehicles. With a market cap now rivaling tech giants, NVDA stock has skyrocketed over 230% in the last 12 months.

But as the hype builds, so do the questions:

⚠️ Is NVDA’s valuation sustainable?
With a P/E ratio over 70 and soaring demand for AI chips, some investors see unstoppable growth. Others fear we're in bubble territory.

🚀 Bull Case:

Dominates the AI GPU market (80%+ share)

Strategic moves in data centers & software (CUDA, Omniverse)

Earnings beating Wall Street expectations quarter after quarter

🐻 Bear Case:
– Sky-high valuation vs. historical averages
– Rising competition from AMD, Intel & custom AI chips (e.g. from Google & Tesla)
– AI adoption may not monetize as fast as stock price implies

📊 TL;DR:
NVDA is undeniably the AI leader, but is Wall Street pricing in too much future too soon?

🔍 Your Turn:
Are you bullish on NVDA's dominance, or do you smell a correction brewing?

👇 Drop your thoughts in the comments!

#NVIDIA #TechStocks #Binance #AIRevolution
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Bullish
"NVIDIA" Historic $3.37 Trillion Valuation" #NVIDIA $RENDER $GUN $DOT
"NVIDIA" Historic $3.37 Trillion Valuation"
#NVIDIA
$RENDER $GUN $DOT
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Bullish
"NVIDIA" Historic $3.44 Trillion Valuation" #NVIDIA
"NVIDIA" Historic $3.44 Trillion Valuation"
#NVIDIA
🚨 AI + Crypto = Explosive Growth! NVIDIA just hit a $3 trillion market cap — and AI-based crypto tokens like FET, OCEAN, and RNDR are taking off! 🚀 💡 Experts say this could be the start of the next altseason led by AI-powered projects. 📊 Don't miss the wave — explore, invest, and earn. 🪙 #AICrypto #NVIDIA #FET #RNDR #Write2Earn #Binance #AltcoinSeason #CryptoNews #Inkerner
🚨 AI + Crypto = Explosive Growth!
NVIDIA just hit a $3 trillion market cap — and AI-based crypto tokens like FET, OCEAN, and RNDR are taking off! 🚀

💡 Experts say this could be the start of the next altseason led by AI-powered projects.

📊 Don't miss the wave — explore, invest, and earn.

🪙 #AICrypto #NVIDIA #FET #RNDR #Write2Earn #Binance #AltcoinSeason #CryptoNews #Inkerner
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Nvidia surpasses Microsoft and becomes the highest market value globally at $3.4 trillion#NVIDIA The smart chip design company, Nvidia, has regained the title of the most valuable company in the global stock market, surpassing Microsoft and Apple. The giant artificial intelligence chipmaker, led by its CEO Jensen Huang, surpassed Microsoft after its stock jumped by 3 percent, reaching $141.2.

Nvidia surpasses Microsoft and becomes the highest market value globally at $3.4 trillion

#NVIDIA
The smart chip design company, Nvidia, has regained the title of the most valuable company in the global stock market, surpassing Microsoft and Apple.

The giant artificial intelligence chipmaker, led by its CEO Jensen Huang, surpassed Microsoft after its stock jumped by 3 percent, reaching $141.2.
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Bearish
$TAO {spot}(TAOUSDT) #Nvidia $44 Billion Quarter: Why AI Coins RENDER, FET, and TAO Deserve Attention. NVIDIA’s Q1 earnings mark a 69% year-over-year increase, driven by strong AI chip demand FET is part of the Artificial Superintelligence Alliance, whose goal is to integrate AI with blockchain for autonomous agent-based services TAO has the biggest market cap out of the three, with $3.77 billion
$TAO
#Nvidia $44 Billion Quarter: Why AI Coins RENDER, FET, and TAO Deserve Attention.

NVIDIA’s Q1 earnings mark a 69% year-over-year increase, driven by strong AI chip demand
FET is part of the Artificial Superintelligence Alliance, whose goal is to integrate AI with blockchain for autonomous agent-based services
TAO has the biggest market cap out of the three, with $3.77 billion
🚨 BLOOMBERG: Nvidia announces it will build supercomputers entirely in the U.S. 🇺🇸 🌐 A major win for domestic tech & AI infrastructure. 🚀 Silicon Valley just leveled up. #NVIDIA #Aİ #Supercomputers #TechNews
🚨 BLOOMBERG: Nvidia announces it will build supercomputers entirely in the U.S. 🇺🇸

🌐 A major win for domestic tech & AI infrastructure.
🚀 Silicon Valley just leveled up.

#NVIDIA #Aİ #Supercomputers #TechNews
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NVIDIA earnings report has been announced. Revenue was announced as $26.04 billion. (Expected: $24.53 billion) Earnings per share (EPS) was announced as 6.12. (Expectation: 5.58) #nvidia #btc #Bitcoin #fet #ai $FET $ai
NVIDIA earnings report has been announced.

Revenue was announced as $26.04 billion. (Expected: $24.53 billion)

Earnings per share (EPS) was announced as 6.12. (Expectation: 5.58)
#nvidia #btc #Bitcoin #fet #ai $FET $ai
🚨 #DeepSeek Shakes Markets, Crypto Plunges $1B 🚨 Chinese #AI startup DeepSeek is making waves, sending shockwaves through global markets. As news of its rise spreads, Bitcoin and major altcoins faced a sharp sell-off, with total liquidations nearing $905M, affecting 316K+ traders. 🔹 Key Highlights: */ $BTC fell 5%, while major altcoins dropped 8-10%. */ Experts link the crash to stock market fears, not crypto fundamentals. */ DeepSeek's open-source AI could disrupt giants like OpenAI and #NVIDIA . */ AI crypto tokens lost 8,68% in market cap, now at $43B. With uncertainty looming, all eyes are on the upcoming FOMC meeting, which could determine crypto’s next move. #MarketPullback #Write2Earn
🚨 #DeepSeek Shakes Markets, Crypto Plunges $1B 🚨

Chinese #AI startup DeepSeek is making waves, sending shockwaves through global markets. As news of its rise spreads,
Bitcoin and major altcoins faced a sharp sell-off, with total
liquidations nearing $905M, affecting 316K+ traders.

🔹 Key Highlights:
*/ $BTC fell 5%, while major altcoins dropped 8-10%.
*/ Experts link the crash to stock market fears, not crypto
fundamentals.
*/ DeepSeek's open-source AI could disrupt giants like OpenAI
and #NVIDIA .
*/ AI crypto tokens lost 8,68% in market cap, now at $43B.

With uncertainty looming, all eyes are on the upcoming FOMC
meeting, which could determine crypto’s next move.

#MarketPullback #Write2Earn
Jensen Huang gave Masayoshi Son a little nudge about that one time he let go of his NVIDIA stake, which would now be worth a whopping $160 billion! Bet that stings a bit. 😂 #NVIDIA $SOL
Jensen Huang gave Masayoshi Son a little nudge about that one time he let go of his NVIDIA stake, which would now be worth a whopping $160 billion! Bet that stings a bit. 😂

#NVIDIA $SOL
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🔥BOMBSHELL🔥 🚀NVIDIA $NVDA EXCEEDED investors' EXPECTATIONS in its reports. THIS WAS KEY‼️ -EPS of $0.89 beating expectations of $0.84 -Revenue of $39.3B, beating expectations of $38B 🔹Considering that $NVIDIA accounted for 20% of SP500 EARNINGS in 2024, this is POSITIVE for the broader market 🔹It also shows that AI NARRATIVE is still extremely productive 👉 $NVDA is SOARING UP right now #NVIDIA #Nvidia's #NVIDIAConference #SP500 #AnalisisTecnico
🔥BOMBSHELL🔥

🚀NVIDIA $NVDA EXCEEDED investors' EXPECTATIONS in its reports. THIS WAS KEY‼️

-EPS of $0.89 beating expectations of $0.84
-Revenue of $39.3B, beating expectations of $38B

🔹Considering that $NVIDIA accounted for 20% of SP500 EARNINGS in 2024, this is POSITIVE for the broader market
🔹It also shows that AI NARRATIVE is still extremely productive

👉 $NVDA is SOARING UP right now

#NVIDIA #Nvidia's #NVIDIAConference #SP500 #AnalisisTecnico
🤖 DeepSeek Unveils Open-Source AI Model R1 🚀 DeepSeek, a rising AI startup from China, has just launched its latest open-source model, R1, sending ripples through the AI industry. 📉 Meanwhile, Nvidia has experienced a staggering $552 billion decline in market value this past week, as the battle for AI dominance intensifies. Could we be witnessing a major shift in the global tech scene? 🔍 #AI #Deepseek #NVIDIA #TechNews
🤖 DeepSeek Unveils Open-Source AI Model R1 🚀

DeepSeek, a rising AI startup from China, has just launched its latest open-source model, R1, sending ripples through the AI industry.

📉 Meanwhile, Nvidia has experienced a staggering $552 billion decline in market value this past week, as the battle for AI dominance intensifies. Could we be witnessing a major shift in the global tech scene? 🔍

#AI #Deepseek #NVIDIA #TechNews
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The reason for the sharp decline in US markets and cryptocurrencies is DeepSeek! DeepSeek is a China-based artificial intelligence platform... DeepSeek has already surpassed ChatGPT. Chinese software developers have created a better artificial intelligence bot than ChatGPT with a budget of only $6 million. ▪️DeepSeek software developers; Using Nvidia H100 chips, they achieved similar performance to OpenAI's ChatGPT at a much lower cost. Some users say DeepSeek is much better. This success has questioned the necessity of high budgets and large chip investments. With this development, there were sharp declines in $NVIDIA shares. ▪️DeepSeek's use is almost free... We will see the effects of this development, which has shaken the stones in the artificial intelligence competition between CHINA and the USA, for a long time... ➖With this development, it fell below $$BTC 100,000. $ETH has reached the $3000 limit. There are declines in all cryptocurrencies. We are experiencing these declines because cryptocurrencies cannot escape the effects of the US markets... #DeepSeek #NVIDIA #Kriptopara #MarketPullback $BTC {spot}(BTCUSDT)
The reason for the sharp decline in US markets and cryptocurrencies is DeepSeek!
DeepSeek is a China-based artificial intelligence platform...
DeepSeek has already surpassed ChatGPT.
Chinese software developers have created a better artificial intelligence bot than ChatGPT with a budget of only $6 million.
▪️DeepSeek software developers; Using Nvidia H100 chips, they achieved similar performance to OpenAI's ChatGPT at a much lower cost. Some users say DeepSeek is much better. This success has questioned the necessity of high budgets and large chip investments.
With this development, there were sharp declines in $NVIDIA shares.
▪️DeepSeek's use is almost free... We will see the effects of this development, which has shaken the stones in the artificial intelligence competition between CHINA and the USA, for a long time...
➖With this development, it fell below $$BTC 100,000. $ETH has reached the $3000 limit. There are declines in all cryptocurrencies. We are experiencing these declines because cryptocurrencies cannot escape the effects of the US markets...
#DeepSeek #NVIDIA #Kriptopara #MarketPullback $BTC
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$VANRY vanry is going to cooperate with #nvidia Nvidia
$VANRY vanry is going to cooperate with #nvidia Nvidia
Fundamental vs. Technical Analysis: Which One is Better for You? 🏆📊 Which is Better? It Depends on Your Goals! If you're a long-term investor: 🏦 Go for Fundamental Analysis. It's like planting a tree and watching it grow over time. 🌳If you're a short-term trader: 🚀 Go for Technical Analysis. It's like surfing the waves for quick wins. 🏄‍♂️ Example: Long-term: Invest in a strong company like NVIDIA Corporation (NVDA) using FA to ensure it's a good, healthy company. 📈Short-term: Trade Bitcoin (BTC) using TA to predict price spikes and dips, making quick profits. 📉🔄📈 Hybrid Strategy: Why not both? Many successful investors use a combination of FA and TA for a balanced approach. 📊🤝📉 Note: Detailed explanations of both Fundamental and Technical Analysis are covered in separate posts. Disclaimer: I am not responsible for any trading decisions you make. Always do your own research or consult with a financial advisor before making investment decisions. 🚨 #nvidia #BTC☀ #NVIDIABlackwell
Fundamental vs. Technical Analysis: Which One is Better for You? 🏆📊

Which is Better?
It Depends on Your Goals!
If you're a long-term investor: 🏦 Go for Fundamental Analysis. It's like planting a tree and watching it grow over time. 🌳If you're a short-term trader: 🚀 Go for Technical Analysis. It's like surfing the waves for quick wins. 🏄‍♂️
Example:
Long-term: Invest in a strong company like NVIDIA Corporation (NVDA) using FA to ensure it's a good, healthy company. 📈Short-term: Trade Bitcoin (BTC) using TA to predict price spikes and dips, making quick profits. 📉🔄📈
Hybrid Strategy:
Why not both? Many successful investors use a combination of FA and TA for a balanced approach. 📊🤝📉
Note: Detailed explanations of both Fundamental and Technical Analysis are covered in separate posts.
Disclaimer: I am not responsible for any trading decisions you make. Always do your own research or consult with a financial advisor before making investment decisions. 🚨

#nvidia #BTC☀ #NVIDIABlackwell
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