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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.
🚨 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
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Bullish
**🚀 Nvidia to Buy Bitcoin? Why $NVDA Could Be the Next $MSTR!** *Will Tech Giant's Potential BTC Move Trigger a Market Rally?* ### **🔥 Breaking Crypto Speculation** ✅ **Nvidia ($NVDA) Rumored to Consider Bitcoin Treasury** – Following MicroStrategy's playbook ✅ **Why It Makes Sense:** - **Stock Down 24% YTD** – Needs hedge against inflation & geopolitics - **MicroStrategy ($MSTR) Up 3,000%** Since BTC Bet ✅ **Market Impact:** Institutional FOMO if confirmed --- ### **📊 Bitcoin & Nvidia Snapshot** - **$BTC Price:** **$96,172** (+715% YTD) - **$NVDA Stock:** **$138** (Down from Q1 highs) - **$MSTR Performance:** **600% Annualized Returns** from BTC exposure --- ### **💡 Why Nvidia Might Go All-In on Bitcoin** 1️⃣ **Inflation Hedge:** Protect $2.72T market cap from dollar devaluation 2️⃣ **Geopolitical Risks:** US-China trade war threatens chip supply chain 3️⃣ **Corporate Trend:** Metaplanet, Tesla, Block already hold BTC --- ### **📈 Potential Market Impact** 🐂 **If Nvidia Buys BTC:** - **Short-Term Pump** – Retail FOMO follows institutional move - **Long-Term Validation** – More tech giants could follow 🐻 **If Denied:** - Minor pullback, but **BTC fundamentals remain strong** --- ### **⚡ Trading Strategy** - **Watch for Official Announcement** – Could be **next mega catalyst** - **Buy Rumors, Sell News?** – Trade carefully around speculation - **Long-Term Hold** – BTC as corporate treasury asset = bullish --- ### **📢 CALL TO ACTION!** 🔔 **Follow for institutional crypto updates!** 💬 **Comment:** Should Nvidia allocate 1% or 10% to BTC? ⚡ **Trade $BTC on Binance!** 👉 [Start Trading](https://www.binance.com) *DYOR – But when giants buy #Bitcoin, history says it's wise to pay attention.* **#bitcoin #BTC #NVIDIA #MicroStrategy #tothemoon ** 🚀🌕
**🚀 Nvidia to Buy Bitcoin? Why $NVDA Could Be the Next $MSTR!**

*Will Tech Giant's Potential BTC Move Trigger a Market Rally?*
### **🔥 Breaking Crypto Speculation**
✅ **Nvidia ($NVDA) Rumored to Consider Bitcoin Treasury** – Following MicroStrategy's playbook
✅ **Why It Makes Sense:**
- **Stock Down 24% YTD** – Needs hedge against inflation & geopolitics
- **MicroStrategy ($MSTR) Up 3,000%** Since BTC Bet
✅ **Market Impact:** Institutional FOMO if confirmed

---

### **📊 Bitcoin & Nvidia Snapshot**
- **$BTC Price:** **$96,172** (+715% YTD)
- **$NVDA Stock:** **$138** (Down from Q1 highs)
- **$MSTR Performance:** **600% Annualized Returns** from BTC exposure

---

### **💡 Why Nvidia Might Go All-In on Bitcoin**
1️⃣ **Inflation Hedge:** Protect $2.72T market cap from dollar devaluation
2️⃣ **Geopolitical Risks:** US-China trade war threatens chip supply chain
3️⃣ **Corporate Trend:** Metaplanet, Tesla, Block already hold BTC

---

### **📈 Potential Market Impact**
🐂 **If Nvidia Buys BTC:**
- **Short-Term Pump** – Retail FOMO follows institutional move
- **Long-Term Validation** – More tech giants could follow
🐻 **If Denied:**
- Minor pullback, but **BTC fundamentals remain strong**

---

### **⚡ Trading Strategy**
- **Watch for Official Announcement** – Could be **next mega catalyst**
- **Buy Rumors, Sell News?** – Trade carefully around speculation
- **Long-Term Hold** – BTC as corporate treasury asset = bullish

---

### **📢 CALL TO ACTION!**
🔔 **Follow for institutional crypto updates!**
💬 **Comment:** Should Nvidia allocate 1% or 10% to BTC?
⚡ **Trade $BTC on Binance!** 👉 [Start Trading](https://www.binance.com)
*DYOR – But when giants buy #Bitcoin, history says it's wise to pay attention.*

**#bitcoin #BTC #NVIDIA #MicroStrategy #tothemoon ** 🚀🌕
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Analysis of this week’s hot events: What are the 10-20 times times counterfeit products?Cryptocurrency events worth watching this week Welcome to join us—how to layout and what varieties to layout How to maximize the benefits strategy, please see the homepage click here 👉[进入竹叶公众村](https://binance.com/zh-CN/square/profile/square-creator-e336e7eacecc) 1. Eigenlayer Token Launch - $EIGEN will be available on May 10th. Unfortunately, it will not be transferable at launch. According to the team, EIGEN will be unlocked after new features are launched. These new features are expected to be launched before September 30th, 2024. #Eigenlayer公布空投计划 2. NVIDIA Earnings Report - While this event is not this week, I am letting you know ahead of time so that you have time to manage your position ahead of time. NVIDIA will release its Q1 2024 earnings report on May 22nd. If the earnings exceed expectations, it may have a positive impact on the price of some AI tokens as it has in the past. #nvidia

Analysis of this week’s hot events: What are the 10-20 times times counterfeit products?

Cryptocurrency events worth watching this week

Welcome to join us—how to layout and what varieties to layout
How to maximize the benefits strategy, please see the homepage click here 👉进入竹叶公众村

1. Eigenlayer Token Launch - $EIGEN will be available on May 10th. Unfortunately, it will not be transferable at launch. According to the team, EIGEN will be unlocked after new features are launched. These new features are expected to be launched before September 30th, 2024. #Eigenlayer公布空投计划

2. NVIDIA Earnings Report - While this event is not this week, I am letting you know ahead of time so that you have time to manage your position ahead of time. NVIDIA will release its Q1 2024 earnings report on May 22nd. If the earnings exceed expectations, it may have a positive impact on the price of some AI tokens as it has in the past. #nvidia
BREAKING 🚨 NVIDIA STRIKES BACK!In a bold move, NVIDIA is launching lower-cost AI chips specifically for CHINA — sidestepping U.S. export restrictions and reigniting the AI arms race! Why it matters: • U.S. export bans aimed to throttle China’s AI growth • NVIDIA just found a back door — and it’s WIDE OPEN • Expect massive demand from Chinese tech giants This is more than chips — it's geopolitical chess. NVIDIA isn’t retreating — it’s adapting to dominate. Wall Street’s watching. Silicon Valley’s buzzing. And the AI battlefield just got a lot hotter. Eyes on NVDA stock. Eyes on China’s next AI surge. This isn’t just tech news — it’s global power shifting in real time. #NVIDIA #aiwar #TechNews #Write2Earn

BREAKING 🚨 NVIDIA STRIKES BACK!

In a bold move, NVIDIA is launching lower-cost AI chips specifically for CHINA — sidestepping U.S. export restrictions and reigniting the AI arms race!
Why it matters:
• U.S. export bans aimed to throttle China’s AI growth
• NVIDIA just found a back door — and it’s WIDE OPEN
• Expect massive demand from Chinese tech giants
This is more than chips — it's geopolitical chess.
NVIDIA isn’t retreating — it’s adapting to dominate.
Wall Street’s watching.
Silicon Valley’s buzzing.
And the AI battlefield just got a lot hotter.
Eyes on NVDA stock. Eyes on China’s next AI surge.
This isn’t just tech news — it’s global power shifting in real time.
#NVIDIA #aiwar #TechNews #Write2Earn
Market Alert: Two Major Events Today That Could Shake the Markets! 📉📈 Today is a HUGE day for traders and investors as two key events could trigger significant volatility in the markets: 1️⃣ FOMC Meeting Minutes - The Fed’s latest meeting minutes will be released, giving insights into future interest rate decisions. - Any hints of hawkish or dovish tones could impact BTC, altcoins, and traditional markets. - Traders are watching for clues on rate cuts—will the Fed delay or accelerate plans? 2️⃣ NVIDIA Earnings Report (After US Market Close) - NVIDIA is a bellwether for AI and tech stocks, and its earnings could sway market sentiment. - A beat or miss could send ripples through tech stocks, crypto AI projects, and even Bitcoin (due to correlation with Nasdaq). - If NVDA pumps, AI-related altcoins (FET, RNDR, AGIX, etc.) could see movement. -Drop your predictions below! 👇 Will markets react bullish or bearish after these events? ❤️ Follow and Like for more trading setups and market updates ♥️ #fomc #NVIDIA #BTC $BTC
Market Alert: Two Major Events Today That Could Shake the Markets! 📉📈
Today is a HUGE day for traders and investors as two key events could trigger significant volatility in the markets:
1️⃣ FOMC Meeting Minutes
- The Fed’s latest meeting minutes will be released, giving insights into future interest rate decisions.
- Any hints of hawkish or dovish tones could impact BTC, altcoins, and traditional markets.
- Traders are watching for clues on rate cuts—will the Fed delay or accelerate plans?
2️⃣ NVIDIA Earnings Report (After US Market Close)
- NVIDIA is a bellwether for AI and tech stocks, and its earnings could sway market sentiment.
- A beat or miss could send ripples through tech stocks, crypto AI projects, and even Bitcoin (due to correlation with Nasdaq).
- If NVDA pumps, AI-related altcoins (FET, RNDR, AGIX, etc.) could see movement.
-Drop your predictions below! 👇 Will markets react bullish or bearish after these events?
❤️ Follow and Like for more trading setups and market updates ♥️
#fomc #NVIDIA #BTC $BTC
🤖 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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