NVDA

Responsible-Load1109

What stocks are available right now? Like is it just the big names (AAPL, NVDA, TSLA) or can you get into mid-caps too?

ProgrammaticallyHip

AI stocks cycle like crypto. NVDA had a massive run up. But then investors rotated out of AI hardware and into things like AI memory and applications. Your best bet if you want some potentially outsized returns and you can tolerate crypto-level risk is the play the upcoming OpenAI and Anthropic IPOs. I would bet both pump like SpaceX did on day one. Just don’t get caught bagholding. SpaceX already gave back most of those huge gains.

BlueTanBedlington

Sure, if you focused just on BTC and no other cryptocurrencies. Or you could have invested in the fairly obvious MU (1080%), NVDA (1200%), VRT (1170%), FLEX (1030%). Or could have gambled on CLS (4490%), STRL (3847%), AEHR (3590%), LQDA (2717%), or PWL (2688%)

dapzar

Why should a large percentage of companies hold BTC? If I buy NVDA then because I believe because there GPU business is worth more than it's trading at. Putting a bunch of BTC on that balance sheets forces everyone who wants exposure to future GPU business to have exposure to BTC too, which may not be what they are looking for in their portfolio. If they were they could buy BTC-ETPs or Strategy, etc. While very large corporations tend to be more diversified, in general provide more shareholder value by having a more clear investment case.

MrKillerKiller_

So they are connected and correlated it’s just that BTC declined 50% and SPX / NVDA / AAPL all climbed up in the same time frame?

ljungbergsghost

If it is so certain why are hundreds of accounts shilling for BTCi day and night on social media. NVDA and BRK don’t need people pumping them endlessly every single day. What is the difference between those and BTC?

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Post is by: DemetherDefi and the url/text [ ](https://goo.gl/GP6ppk)is: /r/DerivativeIncomeETFs/comments/1u70prf/are_you_guys_earning_yield_on_stocks/ Been wondering this lately: For stocks that don't really pay dividends (or pay very little), how are you guys generating yield from them? Especially those heavily mentioned ones like: * TSLA * CRCL * NVDA * MSTR * GOOGL * HOOD * SPY * QQQ Are you selling covered calls, lending shares, using margin, tokenized stocks, DeFi strategies, or just holding and focusing on price appreciation? I'm especially curious whether anyone here is earning meaningful yield on these positions without giving up too much upside. Do share what's actually working for you? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

speedx10

I did not buy NVDA after knowing about cuda in 2018 - like I could forsee entire neighbourhoods being powered by GPUs using the cuda library and now AI is doing the same - I roll three times every night when I think about it.

toonon

Sold 200 shares of NBIS at like $25 last year during the tariff crash. At least I put that money into Google and NVDA but would’ve made much more holding NBIS.

herefromyoutube

If you bought $500 of NVDA in 2016 you’d have $90k

Ok-Cell-4541

|Asset|**2022 Low**|**Price Today**|**Total Return From 2022 Low**| |:-|:-|:-|:-| |**Bitcoin (BTC)**|\~$15,760|\~$61,836|\~+292%| |**Nvidia (NVDA)**|\~$11.50|\~$205.10|\~+1,683%|

DanDrungle

There was no way to know NVDA was going to go through the roof? The company that makes the chips that all this shit (including crypto) needs?

DanDrungle

NVDA is up 12x in the last 3.5 years. SanDisk is up 38x in just the last year.

EnormousHog69

That’s because NVDA is a company that actually makes things and BTC is a Ponzi / currency for criminals.

dtunstall

A lot of investors and investment firms are rotating out of crypto and into AI stocks. Better risk/reward ratio and easier to justify the move to shareholders as they're tangible businesses with easy to sell real world use cases. The people that move the BTC price aren't regular individuals like us hodling or panic selling, it's the billion dollar corporations justifying to shareholders why they're holding bitcoin as their risk asset instead of NVDA or speculating on AI start ups. They don't have the 10+ year HODL horizon that we do, just 3 monthly profit/loss statements where questions are asked why you're holding a position in that black rock etf that is down 50% from when you bought it.

Rent_South

but it should be done. I bought some basket of US tech stocks in march/april of 2025, when Trump was tweeting his ass off, and boy some NVDA at 88 usd was nice... The consensus was, war is coming so we're all fucked and that was was the actual bottom of the last year and a half. Guess what people did during Covid as well, yeah its hard to go on a buying frenzy when you're not even sure if the 'monetary system will survive', but of course the wealthiest people on the planet did 1.5x on their wealth 2020->2022.

stonkautist69

better off invested in ETH than NVDA. wouldn’t have enough time to count all the money otherwise

Anonymous_Lurker_1

I know its been dropping a while, but its dropped like 5.7%-ish today. NVDA's dropped 6.17%. AVGO's dropped 7.16%, ORCL's dropped 11%. AMD 10%, MU 12.3% ! The list goes on... Anyone with half an idea was aware things will be going bearish this year. I know i was - and im expecting it in to next year too ! Not even taking into account any liquidity being rotated out of assets due to the incoming IPO's for Space X, Anthropic and OpenAI. At least it gives those Buttcoin weirdos something to do for a while... As you were...

colemusic1

A “trust me bro” wave? Mate, these are multi-billion dollar companies that: - have real customers - earn real revenue - earn real cash flows - have a genuine serious demand for it with a supply shock happening, hence the boom - NVDA is the biggest company in the entire world. It is the highest weighting in S&P500, BGBL, NASDAQ, SMH, basically every ETF out there. That’s not a “trust me bro” company, that’s a company with genuine demand due to being a high growth tech stock And, It’s not about being biased. I’m actually neutral about everything. I’m just one that follows finance, follows macro, gets to a deeper understanding of *why certain things are moving.* That’s not a “trust me bro” wave, it’s a genuine need for what these tech stocks / ETF’s have for the world. One could argue that crypto is speculative since almost all tokens don’t actually… earn any revenue. That doesn’t mean it’s a “trust me bro” asset class either, it just means it’s different. I’m invested in crypto, semi stocks, ETF’s, basically full diversification. But it’s completely silly to say that something is speculative when we have a semiconductor stock which is that of NVDA that is the biggest company in the literal world.

Astr0b0ie

Yep, so: * Multi year investment made no nominal return * Purchasing power of the original investment is now significantly less * Lost opportunity to invest that money into NVDA, AMD, INTC, etc

RosieDear

"**sunk cost fallacy**, a cognitive bias where people continue an endeavor because of unrecoverable resources (time, money, or effort) already invested The S&P has doubled since the beginning of the decade. Even solid stocks like Google are up big time. Holding onto losers is one of the biggest mistakes I made in 45 years of investing. Even if you are down 30 or 40% on BTC, I've made that much return on Goog in one year.... If any of you are under 35 and want to be surefire multi-millionaires you would put a lot of money into regular index funds and then some into well positioned tech stocks. That NVDA is only at about 30 P/E....while Tesla is at...what? 200? There is no comparison between these companies! Google? They have so many divisions most all of which will likely succeed. In theory, just WayMo (given the silly markets today) is worth over a trillion. Google also makes chips (like NVDA).....and is an ad agency (like Meta) and is AI and so many other things. Anyway, back to getting wealthy. It takes time. I've been in all those "get rick quick" situations.....I was online trading stocks with "The Fool" way before the internet existed. I remember making 60K or so on my Iomega stock (I was not well off at the time)....in 3 days! But, alas, that isn't how wealth really works. It was the $500 a month I had deducted from my bank account and auto invested into Vanguard, etc. over a couple decades that really added up. You can then set aside a percentage to use as your Mad Money and make your chancy bets. Anyway, all I desire if for y'all to succeed and in crypto it's somewhat akin to options where only a small percentage of folks make money in it. But yet everyone thinks they are part of that percentage!

TellInternational397

Yea, NVDA is outperforming BTC in the last 10 years.

GoldBlueberryy

The dot com bubble was from companies that didn’t have any sales, products or revenue. That is not the same for NVDA, MU, SNDK, etc. these companies have actual profits. It is very different.

clashofais

The AI trade is not one single trade anymore. NVDA, TSLA, GOOG, semis, power, and data-center names can all react differently even if the headline theme is the same. For an active trade, I would want the level that invalidates the setup, whether earnings/revisions still support the move, and whether QQQ confirms or diverges. Without that, “AI bubble” becomes too broad to trade.

clashofais

That rotation is the whole story right now. BTC weakness and AI-stock strength can exist at the same time because they are pulling from different risk buckets. I would not treat it as crypto dead or equities invincible. I would track BTC levels next to NVDA/QQQ and gold, then size around invalidation instead of ideology.

TripTryad

> Do you just sit and hold and wait for it to come back around ? Nope. > Do you sell and put your money in that new rotation? Yup. MU/SNDK/WDC/NVDA/LITE/TSM or just DRAM if you are lazy and want a catch all. > Has that new rotation topped or does it still have room to grow? Hasn't topped yet. Will slow a bit before it does, and there will be plenty of time in Q4 to rotate back to BTC. It's never made sense to me to ride the bear market down in crypto unless you had to. Rotate into equities, then buy much more BTC later in the midterm year when BTC bottoms.

Outrageous_Length975

There are three companies that are having an IPO this month that are driving all the CapEx - SpaceX, OpenAI, and Anthropic. None of them are profitable. The ones making all the money are the ones selling the shovels, like NVDA, MU, etc. So if those three companies are not able to turn their AI LLM's profitable, the money well for the rest of the shovel-sellers dries up. That's the speculative investment part of it. So yes, AI is incredibly speculative right now. That's why it's fighting for the same speculative investment dollars are crypto projects.

iisgambit

You think revenue stays constant if the demand for their product or services go down? Stocks are (mostly) priced on their forward earnings. NVDA is going to take a dump the moment they announce they won't hit their sales target or the demand shows sign of weakening. Stock dividends are also coming out of profits which are tied to sales/earnings. Blockbuster paid dividends but that didn't save it going to 0. Hell to give even better counter point, Adobe, CRM and other software stocks are doing great business and increasing year over year revenue and yet their stock are a dumpster fire. So a company's stock performing in correlation to its assets (aka MSTR) seems more fair to me. Sure MSTR goes to 0 if Bitcoin goes to $0 (assuming it even does) but so does any other company if their market/product goes down the drain. Blackberry was around 80 billion at its and now barely 5 billion even with revenue going strong.

colemusic1

Sorry dude, AI boom is not going anywhere. Have you noticed while BTC, ETH and other majors lately, that AI-narrative tokens had been ripping prior to this huge flush today? RENDER, NEAR, AKT, TAO, FET. There’s a good reason. Semiconductors. They’re in a literal insane expansion right now and edge AI in particular is a long term extremely demanded category within it. I know some might think this is just a short term narrative phase of AI, and while it typically goes in cycles? I don’t see that happening anytime soon. There’s an absolutely enormous supply shock which is why tech stocks are going parabolic. NVDA is officially the biggest company in the world. It IS a semiconductor stock/company, with computing in AI. It’s the biggest weighting in S&P 500, NASDAQ, BGBL, Vanguard (VGS), SMH… basically almost everything. It’s not going anywhere anytime soon.

MedianIsAnAverage

It makes all the difference. If I bought NVDA stock 10 years ago and I also bought NVDA stock 10 days ago, well a share of NVDA is a share of NVDA but they have a completely different cost basis, and depending on cost basis when I sell it might be a realized gain or it might be a realized loss. Bitcoin is the same way When you sell you can do it FIFO (first-in, first-out, the default) or you can do it LIFO (last-in, first-out) or you can do "individual lots" where you pick and choose which ones you sell at which basis. But to do individual lots you have to track the individual lots and their basis individually so you can identify which specific lots you're selling

colemusic1

Sorry what? Did you say AI is the best scam in town? There’s a reason semiconductor stocks are ripping right now like: - AMD - NVDA - MU - SNDK - ARM So, Are you to tell me that these multi billion dollar companies, with NVDA being the **literal worlds biggest company by net worth in existence** to be a “scam”? May want to think again.

RosieDear

Well, dang, now I have to go look since - being retired - I am mostly out of stocks (exception is dabbling in NVDA, etc.) but did throw something in that index.......

RosieDear

NVDA was 235 a couple weeks ago. It's 222 today. What all time high are you referring to?

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Post is by: DazzlingNet1516 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tuj24k/are_crypto_exchanges_adding_stocks_because_users/ I’ve noticed more crypto exchanges are adding stock-related products lately. It feels like the line between crypto trading and traditional markets is getting thinner. For smaller retail users, the appeal is probably simple: one account, familiar interface, and easier access to assets like NVDA, TSLA or major US stocks. But I still think the big question is transparency. Are users getting real shares, tokenized exposure, or just price tracking? That difference matters a lot and i want to know more before i join in. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Solid-Individual-913

Dell is 33% right now my dude. And if you have been sleeping on stocks, MU INTC AMD NVDA and many others have been ripping it. You say NVDA took a dive last week. Did you try to zoom out? NVDA is 26% YTD 76% 1Y 199% 5Y. I don't do oil but XOM is outperforming crypto right now. 22% YTD 42% 1Y

Rock_Strongo

I sold all my $NVDA in 2019 to buy more crypto FML.

No_North1189

That’s honestly such a headache, going through verification over and over plus all those intrusive questions 😤 I switched to BYDFi a while back and haven’t dealt with that kind of hassle at all. They actually have a cool promotion right now—trade tokenized stocks and you can win NVDA, TSLA or a share of $50k total rewards. Also love their VIP Express Pass, lets you instantly upgrade VIP +1 level and unlock exclusive benefits like smoother withdrawals and better perks. Way better experience honestly 🤙

mathaiser

Expect a crypto winter this fall, ending in October. Thats when the fallout from no oil shipments affect real production, the market realizes that these AI companies can’t possibly grow as they expect, their models all become the same and the only limiting factor is power. They will all be searching for power generation, the world economy falls and the only option in this manufactured crisis is to print money. When that happens, the cantillon effect comes in. Money rotates out of AI stocks, and with the extra cash, not seeing anywhere good to place their new found money, they start pumping bitcoin again. Throwing it at the asset that looks the worst, but can continue to grow in that artificial environment. Bitcoin hits ATH July 2027 after another fake/printed “V” shaped recovery. But don’t listen to me. Sure, go all in on AI. NVDA had bomb earnings this quarter, and is valued at it continuing to have the same amazing quarterly profits for the next 89 quarters to match its market valuation. That’s 22.5 years of record profits. No company in the world can do that.

xxALLARKxx

Everyone talking about stocks....we got a crypto supporting marketplace, crypto ain't dead. People are using it and chillin. Can't use NVDA stock to buy stuff anywhere yet. 😂

Ced-Invest

That is exactly the part that is not priced yet. Twelve months ago "AI" was a single tradable basket. Today the basket has at least four distinct risk profiles inside it, and the allocator who used to buy NVDA as a proxy for "the trade" now has to underwrite each sub bucket separately. That kind of complexity tax does not show up in flow data immediately, but it changes the opportunity cost of holding non-equity hedges.

Ced-Invest

Fully with you on the mechanism. The "AI sucked liquidity" framing was always a narrative shortcut for a duration and rates story, the actual flow data backs you up. ETF inflows being positive most of 2025 is the part nobody quotes because it ruins the clean rotation arc. Where I would push back slightly is on the marginal corporate treasurer decision, not the macro flow. That layer of buyer was making a single basket bet on "AI exposure" through NVDA. Now they have to pick a lane inside AI, and BTC sits there as the one allocation that does not require picking a winner inside a fragmenting trade. Not a rotation story, more a relative attractiveness of the simplest non-equity bet versus a basket that just got harder to construct. Agreed the macro driver dominates. The AI fracture is just one input that quietly improves BTC's case at the margin.

hypersignals

The piece I would add is that the "AI capex sucked liquidity out of crypto" thesis was always partly cope. NVDA going vertical and BTC going sideways was correlated with the same Fed posture and the same dollar trajectory, not a direct capital rotation. If you look at the actual marginal flows in 2025, crypto ETF inflows were positive in most months, the underperformance versus equities was duration mismatch and leverage unwinds, not a clean capital rotation story. So the fracture in the AI narrative is real and probably bullish at the margin, but I would not expect a clean mirror-image rotation back into crypto. The macro driver matters more than the AI sub-narrative.

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Post is by: Ced-Invest and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1tnyxcg/anthropic_blacklisted_by_the_pentagon_over_safety/ The Pentagon just declared Anthropic a "supply chain risk" because the company would not let the DoD use Claude for autonomous weapons and mass surveillance. Eight other firms got the contracts: SpaceX, OpenAI, Google, Microsoft, Nvidia, AWS, Oracle, Reflection. For crypto traders this matters more than it looks. Through 2025 the dominant macro narrative for why BTC underperformed equities was that long duration institutional capital had a better story to chase: AI capex. NVDA went vertical, BTC went sideways, the capital rotation thesis was clean and one-directional. In 2026 that thesis is fracturing in a way that has not been priced into crypto yet. NVDA printed an $81.6B revenue quarter on May 20, 85 percent year over year, and the stock dipped on margin concerns. The AI trade is no longer a single narrative. It is segmenting into defense AI, consumer AI, sovereign AI, safety constrained AI, each with its own capital allocator and its own risk profile. What that fragmentation does to crypto allocation is the open question. The argument for BTC as a single coherent macro asset gets stronger relative to a fragmented AI thesis. The marginal corporate treasurer who was choosing between buying NVDA shares and putting BTC on the balance sheet now has to choose between five different AI plays and BTC. That is a slightly different decision tree. The other side: if defense AI becomes a real budget line, that is fiscal expansion flowing into US tech directly. More government deficit financed AI capex means higher yields, dollar pressure, exactly the macro environment BTC has been struggling in. So I am not convinced either way yet. Curious if anyone here has actually updated their AI vs crypto allocation framework on the back of the Pentagon deals. The clean "BTC loses to AI capex" trade looks less clean now that the AI bucket has visibly split. What is your read? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

LavoP

Good for you. The point is you could have sold ETH 5 years ago and invested into NVDA or something. Then you wouldn’t even be here on Reddit because you would be too rich.

RosieDear

NVDA is super cheap compared to Tesla, which has zero hope of every even being in the same league (of honest real intelligent humans).

Outside-Fun181

“Key themes heading into the print include continued AI infrastructure spending from major tech companies, questions around how long NVDA can maintain its dominance as competition increases, and geopolitical constraints around exports.” flagged as 100% AI generated

007TheLostOne

Woah...why are you so angry? If you want to stay in crypto then by all means please do I needed someone to offload my bags at. Meanwhile my AI stocks are soaring, NBIS, CRDO, AXTI, NVDA. One year made my crypto portfolio look laughable. Best of luck friend.

AlaskanSnowDragon

Its still an idiotic proposition. You need more than 1 year. And even in the 1 year you're pointing to there were times bitcoin when up with NVDA. Times where it went Down when NVDA was going sideways. And stayed flat when NVDA dropped.

Ced-Invest

"Time will tell" is the answer to every investing question ever asked. It is also a way to avoid the actual one. The question is not whether NVDA or BTC survives in 10 years. The question is what you do with capital today, given what you can observe today. Flows, narratives, earnings, allocator behavior. That is the entire job of being in markets. "Buy both" is not a thesis, it is a way to opt out of having a view. Which is fine if you are passive. But the OP is specifically about why active capital is rotating from one to the other right now, in 2026, with measurable flow data. That is a real conversation, not a coin flip. I am genuinely curious though. If "time will tell" is the frame, why are you on a markets sub at all? Most of us are here because we think the present tape is decodable. If you do not, fair, but then this sub is a weird hobby.

Ced-Invest

This is the underrated angle. It is not just NVDA. SpaceX IPO whenever it comes is going to suck a meaningful chunk of attention and capital out of the same pool BTC has been drinking from. Add Stripe if they ever go public, add the next wave of AI infra names, and the "where do I put fresh capital for asymmetric upside" question has five real answers in 2026 instead of one in 2021. That is what the ETF flow data is starting to show in my opinion. Not capitulation, just rotation toward stories with quarterly numbers. Are you allocating around the SpaceX IPO, or just watching it as a flow signal for the rest of the tape?

Ced-Invest

That is a fair shot, and I will not pretend the list of unmaterialised narratives is short. New currency, payments rail, programmable money, banking replacement, gold replacement, all of them got pitched and none of them is what actually carries the asset today. But I would push back on one thing. The fact that BTC has cycled through narratives without one sticking is not a counterargument to the post, it is the post. Every cycle a new use case got asserted, capital flowed in on that thesis, and when the thesis did not materialize, the capital that came in for that reason left. That is the pattern. Where 2026 looks different to me is that for the first time, the asset that is absorbing the "future of capital" attention is not another crypto rotation (alts, NFTs, DeFi summer, etc). It is an entirely different sector with actual P&L. NVDA printed 81.6B in revenue this quarter. The AI capex thesis has earnings reports attached, which none of BTC's prior narratives did. So I am not arguing BTC dies. I am arguing the burden of proof shifted. For the last 18 years the question was "which BTC narrative will stick." For this cycle the question might be "does BTC need a narrative at all when AI is eating the speculative oxygen." Honest question back: in your 18 year list, which of those narratives do you think came closest to actually materialising, and what made it fall short? Because that probably tells us what to look for in whatever comes next.

Ced-Invest

Read what you just wrote: "Nvidia surge and Bitcoin is down. What the hell are you even looking at." That is the thesis. That is literally the post. Six months ago that divergence would have been treated as a temporary dislocation. In 2026 it is the trend. Capital is rotating into something with cash flow, away from something without. That is the comparison. The mining GPU link is a 2017-2021 story and nobody here is making that argument. I am talking about capital allocation and narrative positioning in 2026. ETFs lost 1B last week, NVDA buyback authorization went up by 80B in one earnings print. That is real money moving, not a chart overlay. "Correlation is not causation" works when you are arguing against the mining angle. It does not work when the question is where the marginal dollar goes, because that is observable from flow data directly.

Ced-Invest

Pull up a 1Y chart of BTC and NVDA overlaid and tell me with a straight face the correlation ended. The August 2024 carry unwind dumped both. The April 2025 tariff scare dumped both. Every single FOMC repricing in 2025-2026 moved them together on the day. The 90 day correlation between BTC and Nasdaq has been north of 0.4 for most of 2026. I would actually love to see the data you are using when you say the link ended, because every dataset I look at says the opposite.

Ced-Invest

You actually made my point in the last sentence. If BTC were behaving like digital gold, it would decouple when equities sell off. Instead, as you said, when NVDA dumps it drags BTC down most of the time. That is a tech beta correlation, not a store of value correlation. Gold during this same stretch ran to new highs. BTC sits 25% off its highs with ETF outflows accelerating. If the digital gold thesis were operative right now, the chart would look like gold's, not Nasdaq. I am not saying BTC stops being a store of value forever. I am saying it is not behaving like one in this cycle, and the capital that was pricing it as one is leaving.

Ced-Invest

Fair. The comparison is not "NVDA chart vs BTC chart." It is capital allocation. Six weeks ago the dominant narrative funding ETF inflows was "BTC is the asymmetric bet on the future." Yesterday Nvidia put 81.6B of actual revenue and 75B of data center demand on the table, and announced 80B in buybacks. That narrative slot, "where the smart money is positioned for the next decade," now has two tenants instead of one. And one of them prints cash flow. So when ETFs lose 1B in a week right as NVDA prints a record, that is the comparison. Not price action, attention and allocation.

AlaskanSnowDragon

WTF is this post and title? NVDA being in any way related or linked to crypto ended a long ass time ago

devCheckingIn

We'll see what NVDA earnings does to the markets in about an hour from now.

Fer4yn

NVDA losing 4,5% of its 5,5 trillion market cap in a day and this dude is talking about the bear market being over. It didn't even start yet...

Fer4yn

Prepare for more deep red on Monday. NVDA will have to return to a more reasonable valuation now that the US is no longer able to sanction China and that correction will pull all the indexes down along with crypto; which is basically a leveraged bet on the overall market/money supply going up at this point.

DazzlingNet1516

Exactly. Crypto already made me overcheck charts, i'm not sure I need NVDA weekend candles haunting me too.

xxaripss

AI stocks aren't just beating crypto, they are absolutely destroying it. NVDA/AMD/INTEL/MU/RKLB all creating generational wealth

devCheckingIn

I'll pick NVDA.

Reddshockk

This take reminds me of last june when NVDA had that earnings beat after the bell on a thursday. Watched the after-hours print do most of the move and figured I was stuck waiting for monday like usual. Then remembered bitmex actually has equity perps these days, opened the app, scaled into a long over the next hour. Caught maybe 60% of what wouldve been priced in by monday open. Wouldnt have thought of it at all if I hadnt been forced into trying their SPY contracts a few weeks earlier just to test the rails

VisitDue7558

What I like about BYDFi’s anniversary event is that it doesn’t feel repetitive. The inclusion of NVDA rewards adds something different to aim for. It makes trading feel a bit more purposeful during the campaign. I’m curious how users will respond to this setup.

__redruM

SMH has done great, in part to NVDA, but still diversified enough to have a bit of safety.

Neat_Possession8811

Invest in NVDA

Flaky_Concentrate898

the people that dont understand that, have no idea what you are talking about... they dont even understand where people really make money on BTC, on the volume and volatility... not any long term hold. they are simple people that dont seem to know that NVDA and other much higher performers exist for a casual long term hold play. and this post got deleted lol

asifbakht

Why are you comparing it to Bitcoin? If someone already knew something would be that valuable, they would have put their whole life savings into it. Now, compare that same math with ADA coin, and it all falls apart. To a regular person, Bitcoin or ADA coin, it is all just crypto. So, that same person will brag about losing a ton of money in crypto, no matter which coin they invested in. Now, do the same math for NVDA stock from the last 10 years, and that person would have a success story. But if they invested in BlackBerry stock, they'd be at a loss. The point is, dont compare the past with current value; people learn about gains and losses differently at different times. I have seen one of my friend bought home at under develop city and it boomed so hard and he sold that with 500k gain within 2 year. So its about luck/timing the market regardless of what thing you are investing in.

SimpleMoonFarmer

NVDA is a productive asset. STRC is not. What people are doing with STRC, or BTC for the matter, is a form of carry-trade. The debasement trade, done in the form of (apparently perpetual) arbitrage. But in strage eons everything may change...

Adventurous_Initial6

“How is the fact that you do the same thing with STRC any different?” When you buy NVDA, you hope that the company goes up in value by producing more goods (GPUs) which are desired by consumers. If that happens, consumers will pay money, Nvidia will profit, and investors can get dividends. These dividends grow as the company grows. With STRC, you are paying for an asset which does not gain in value, it is nothing but a promise that you will be paid 11.5% annually. This money for the dividends (if you look at their form 8-Ks), only ever comes from selling more preferreds (like STRC) or more of the common stock (MSTR). Every month, this is how payments are made. The issue is, what happens when you want to take your money out? Well when people want to sell and the supply of STRC grows past the demand for it, then where does Saylor get the money to pay more dividends? If he defaults on one, it’s a snowball effect and even fewer people would want to buy STRC. For NVDA, this will never happen, as they have a product (GPUs) which will be able to produce value for them. Does this illustrate how “STRC is different”?

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Post is by: Impossible_Fox_2847 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1sl62zq/the_ai_boom_isnt_about_appsits_about_chips/ # Semiconductor Stocks With the Highest Growth in 2026 The narrative around artificial intelligence has largely focused on flashy applications—chatbots, copilots, and generative tools. But beneath the surface, the real engine of the AI revolution is far less visible: semiconductors. In 2026, it’s not software companies but chipmakers that are capturing the lion’s share of value from the [AI ](https://moneymint.co.in/)boom. # The Shift From Apps to Infrastructure AI applications are only as powerful as the hardware they run on. Training large language models, running inference at scale, and powering hyperscale data centers all require immense computational power—delivered by advanced semiconductors. This has created a fundamental shift in where value is being generated. Instead of competing over apps, companies are racing to build faster GPUs, more efficient AI accelerators, and cutting-edge manufacturing processes. As a result, semiconductor companies are emerging as the “picks and shovels” of the AI gold rush. # Why Chips Are Driving the AI Economy Several structural factors explain why semiconductors are dominating AI growth in 2026: * **Exploding compute demand:** AI workloads require exponentially more processing power than traditional computing. * **Supply constraints:** Advanced chips (3nm, 5nm) are limited in supply, giving manufacturers pricing power. * **Capital intensity:** Building AI infrastructure requires billions in chip investments, benefiting hardware suppliers directly. * **Ecosystem lock-in:** Software frameworks are often optimized for specific chip architectures, reinforcing dominance. This dynamic is pushing semiconductor revenues and valuations higher than most software peers. # Top Semiconductor Stocks With Highest Growth Potential (2026) # 1. Nvidia (NVDA) – The AI Compute King No company symbolizes the[ AI boom](https://moneymint.co.in/best-semiconductor-stocks-with-highest-growth/) more than **Nvidia**. Its GPUs dominate AI training and inference workloads, controlling a massive share of the data center GPU market. * Expected earnings growth: \~50%+ annually * Core strength: GPU ecosystem (CUDA) * Key driver: Hyperscaler demand (cloud + AI labs) Nvidia’s chips are the backbone of modern AI systems, making it the primary beneficiary of rising AI spending. # 2. Taiwan Semiconductor Manufacturing Company (TSMC) – The Backbone of AI If Nvidia designs the brains, **TSMC** builds them. As the world’s leading semiconductor foundry, it manufactures chips for Nvidia, AMD, Apple, and others. * Forecast revenue growth: \~30% in 2026 * Dominance in advanced nodes (3nm, 5nm) * High-margin, high-barrier business model TSMC’s strategic position is unmatched—it profits regardless of which chip designer wins. Its leadership in advanced manufacturing gives it a near-monopoly in cutting-edge production. # 3. Advanced Micro Devices (AMD) – The Challenger AMD has rapidly emerged as a serious competitor in AI chips, particularly in data centers. * Data center AI growth target: \~80% * Strong partnerships (cloud providers, AI firms) * Competitive GPU and CPU roadmap While still behind Nvidia, AMD is gaining share and benefiting from customers seeking alternatives. # 4. Broadcom (AVGO) – The Custom AI Powerhouse Broadcom plays a different game: custom AI chips and networking infrastructure. * Supplies chips to hyperscalers * Strong growth in AI-specific ASICs * High-margin enterprise relationships Its ability to design tailored chips for large tech companies positions it as a key player in the next phase of AI deployment. # 5. ASML – The Hidden Enabler ASML doesn’t design or manufacture chips—it builds the machines that make them. * Monopoly in EUV lithography * Essential for advanced chip production * Long-term demand tied to AI scaling As chip complexity increases, ASML’s importance only grows, making it a critical “behind-the-scenes” winner. # 6. ON Semiconductor – Emerging AI & Edge Player While traditionally focused on automotive and industrial chips, ON Semiconductor is gaining traction in AI-related markets. * Growth drivers: AI, aerospace, defense * Improving margins and cash flow * Strong pipeline for next-gen chips This makes it an interesting mid-tier growth play. # The Bigger Picture: AI Is an Infrastructure Story Recent market trends reinforce this shift. Semiconductor companies are seeing stronger earnings growth and investor interest compared to software firms, as AI spending flows directly into hardware and infrastructure. Even new players like CoreWeave are gaining traction by focusing on AI infrastructure rather than applications, highlighting where the real value lies. # Key Investment Themes for 2026 Investors looking at semiconductor stocks should focus on: * **Compute dominance (Nvidia, AMD)** * **Manufacturing leadership (TSMC)** * **Supply chain control (ASML)** * **Customization & networking (Broadcom)** * **Emerging AI applications (ON Semiconductor)** Each represents a different layer of the AI stack—and a different way to capture growth. # Conclusion The AI boom isn’t being won at the application layer—it’s being built at the silicon level. Chips are the foundation of every AI breakthrough, and the companies that design, manufacture, and enable them are capturing the most durable and scalable growth. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

hewhosleepsnot

Diversification. I’m nearly all in stocks as, despite recent upturns due to oil, I am not a USD bull and hate holding cash. I have 1-2% in crypto (BTC ETH SOL primarily) 1-2% in physical items (Lego gold collectibles), rest stocks and ETFs with a half year of savings in a HYSA. Tech stocks beaten down right now so if not think AI going to replace them all then I like GOoG, msft, NVDA, meta. Bit late to try and get in on oil and tankers unless think Iran going to escalate or continue for longer and no TACO tonight. IAU for more exposure to gold tha you don’t have to hold and protect. Look for something with reasonable valuation and long term uptrends. ETFs are always great as can set and forget. VXUS, SPY, emerging market ETFs etc.

biophysicsguy

>Buy and hold was ok years ago. But now... LOL, anyone can look at the past and make genius statements about what to buy. Obviously it was "okay years ago" to buy NVDA, APPL, and MSFT. Obviously it would be wise to pick winning lottery numbers that we now know after they won. BTC has always been a risky asset but arguably BTC is less risky now than it was years ago now that countries, institutions, and banks are starting to use it. The "But now it's more for swing traders" is the part where you have no idea what you're talking about because you can't see the future like you can see the past.

la-bella-confusione

with the sole exception of NVDA, MSTR has been the best investment over the past 15 years, so that would be another way to play this strategy (see what I did there?)

Magikarpeles

That -0.84% on NVDA really doing a lot of heavy lifting here

Best-Acanthaceae3876

Actually I think he's a very intelligent person if you ever actually watch his interviews. I also thing the ceo of NVDA Jensen is extremely smart, which gives me confidence to invest in NVDA. 

Smids4

One last item. The federal reserve meets March 17-18. If Powell says inflation is rising, bitcoin will fall again. If he says inflation is steady and might drop over the next few months and hints at rate cuts later this year then yeah, bitcoin might surpass the $72K wall and be worth the investment. I for one think inflation is rising due to the U.S. - Iran War. Gas prices in the Midwest are north of $3.50 a gallon. When gas goes up, all products rise in price, because trucks ship 85-90% of our goods across America. Little people like many of us on here won’t have discretionary funds they can use to buy luxury items like Bitcoin. No, when prices are up and uncertainty is in play, crypto will not be the first thing, millions of people will buy. You might want to look at buying NVDA right now. It’s definitely poised to break into 190’s this week and 200’s during CEO Huang’s GTC speech. All the right market indicators are there. Go get a share profit.

OrcOgi

Who would have expected retail to lose interest in crypto when 1) 99.9% is a scam. 2) you are not early anymore 3) downside risk outweighs upside risk 4) usa clown is peddling the grift 5) worldwide unrest political/financial 6) no clear use case 7) not easy to use 8) Ai easy money When midjourney came i halfway 2022 I made the touch call to not buy back in full in crypto and port most in NVDA. Altcoin buyers were naive anyway. If 1 million coins get created every day you know there is no support left. People are exhausted and the lemon has been squeezed.

Onessip

imagine if you had bought NVDA instead.

MtGloomy0420

They said that nobody would use expensive graphics cards back in 2015 when $NVDA was $3 too. $BTC has been dead at least 25 times in its history. I’m definitely buying more now! ;)

Hot_Philosopher3199

NVDA

National-Citron916

I’m hoping that NVDA will have a good report Wednesday and drag the market up bringing BTC and other cryptocurrencies higher.

biophysicsguy

I'm not saying pre-2020 or post-2020 is relevant to predicting future returns. I was comparing pre-2020 to post-2020 because you were implying or suggesting that things have changed since the 2010s when you said: >How long are we going to use the gains from the 2010s as evidence that Bitcoin is a decent asset moving forward? First off, the level of gains will almost always go down as adoption increases. The earlier you invested in NVDA, APPL, AMZN, or MSFT the more massive your gains. They might all be decent assets moving forward regardless of the gain % declining over time. I'm just saying that I don't think Bitcoin has changed significantly post-2020. It's still highly volatile, it's still trending upward, and you still can lose money if you sell after 2 years.

AInception

Tradingview is accurate... YTD 6M 1Y and 5Y are not random timeframes especially when using the same timeframes for an apples to apples comparison. https://www.tradingview.com/symbols/CBOE-ARKW/?timeframe=YTD -17% YTD. -22% 6M. +1.65% 1Y. -33% 5Y. But I guess if you buy at the absolute bottom and sell at the absolute top then it's a gem. If I was Nostradamus though I'd have bought NVDA for $10 a few years ago and made a cool 1700% instead or her 200%. Still to the 99.9% they'd have profited more buying any index fund and passively sitting on it for YTD 6M 1Y 5Y instead of trying to time her performance perfectly. Most individual tech stocks did 200% in that time. Gold even did 200% but without the insane preaching or volitility. It's really not that hard to get that betting on tech in this market... But you do have to be a special kind of something to lose money on NVDA shares in this market, and make so many other consecutively bad bets. If she was even just a bit more passive with her portfolio she would've pulled over 1000% in that time instead.

AInception

Is that you Kathie? ARKW is -33% in 5Y while the SP500 is up 75% and NVDA is up over 1100%. What the hell stock market are you looking at?? Kathie even managed to do -20% in last year's bull lmao. She might be the only person who lost money on NVDA shares in the past 5 years. She's worse than a broken clock.

Skepsis93

I'm seeing the stock has 68% institutional ownership. Which is about average IMO. NVDA has 67% institutional ownership and SPY etf has 53% for reference. Some stocks in my portfolio have as much as 85-90% institutional ownership. Obviously 68% is enough to cause big moves, but compared to the rest of the market, retail appears to have a healthy level of participation in COIN.

MerkleChainsaw

That's basically it. Stocks are worth the present value of future dividends, plus cash from spinoffs, acquisitions, etc. It would be frustrating in the short term to be worth $458B but have to live off of a measly $100M a year in dividends (since NVDA dividend payout is so low) but many years in the future either myself of my children should be able to capture closer to the $458B worth of value, assuming it's fairly priced and not just an AI bubble. Another way to think about it is what if there was a share class of NVDA that wasn't entitled to any distributions or voting rights. Those shares would be worth $0 (except as a meme maybe), since there's no intrinsic value.

MerkleChainsaw

If NVDA price doubles, it's a reflection of the increased future earnings and value generated by the company. If I own 10% of Nvidia but they are special shares I'm never allowed to sell or borrow against, I'm one of the richest people in the world, though very illiquid. If I own 10% of BTC but it's locked and I'm never allowed to sell, I have nothing.

Patrick_Atsushi

I'm considering to use some profit from stock for this. Consider the past data I might have a bit of time before it restart to rise fast. NVDA is going to have earning and I'll seek a good selling point. If things go smoothly I'll become a full coiner in this dip.

104MAS

NVDA is only down 0.5% today while bitcoin is down 10%.

Crafty_Surround6022

I think NVDA is gonna do very well in terms of earnings and still get slaughtered

aznpridesu

Monthly candle need to close above 70k to rejoin the uptrend. NVDA earnings also on Feb 25. so yeah we will find out within a few weeks.

Ultrayano

Meta still fell 7% since the weekend but generally yes. There's no black/white in the market. There's always a winner. $AMD is doing poorly, $NVDA also saw better days among others.

Tempestdoor76

The "Warsh Shock" (Federal Reserve Policy) The single biggest catalyst was the nomination of Kevin Warsh as the new Fed Chairman on January 30, 2026.  • The impact: Wall Street views Warsh as a "Hard Money" advocate who supports higher interest rates and a smaller Fed balance sheet.  • The result: This signaled an abrupt end to the era of "cheap money," causing investors to pull out of high-risk assets like Bitcoin and tech stocks. 2. Failure of the "Safe Haven" Narrative Historically, Bitcoin was pitched as "Digital Gold"—a hedge against geopolitical chaos. However, recent events proved the opposite: • Middle East Tensions: As tensions escalated in late January, investors didn't buy Bitcoin; they sold it to move into cash and actual gold. • The Identity Crisis: While gold surged to record highs above $4,700/oz in January, Bitcoin fell, leading many institutional investors to treat it as a "high-beta tech stock" rather than a store of value.  3. ETF Outflows & Liquidation Cascades The "Big Money" that drove the 2025 rally is now the same money leaving the building: • Record ETF Outflows: US Spot Bitcoin ETFs saw nearly $1.5 billion in outflows in the last week alone.  • Forced Liquidations: Over $5.4 billion in leveraged "Long" positions were wiped out in a single 72-hour window. This created a "liquidation domino effect" where falling prices triggered automatic sells, which pushed prices even lower.  4. Macro Headwinds • Government Shutdown: Fears of a partial US government shutdown in late January/early February created a "Risk-Off" environment where traders preferred the safety of the US Dollar. • AI Bubble Concerns: A broader sell-off in AI-related tech stocks (which you likely see in your NVDA/MSFT holdings) has bled over into crypto, as they are often part of the same "innovation" trade.

104MAS

Nope still holding NVDA. Not really sure what to do next. Looking to buy BTC around 50k level.

104MAS

Nice. Did you reinvest? I used the money to load up on NVDA during the April crash.

MikeinAustin

Same amount, same day, he invests in the companies that help make bitcoin (NVDA) and that would be worth $643,000. Or Bitcoin value of $252,156.

biba8163

**You will NEVER:** - trade AAPL,NVDA,MSFT,etc shares in your Ethereum address by connecting to MetaMask and going over to Uniswap - be able to go to Robinhood and withdraw AAPL,NVDA,MSFT,etc shares to you Ethereum/Solana address - trade NYSE regulated stocks outside the financial system of brokerages, DTCCs, etc and natively on Ethereum/Solana public blockchains At some point dummies are going to realize that stocks cannot trade on public blockchains and that they were led astray by hype men **1. Identity, KYC, and Regulation Make Public Stock Trading Non-Viable** Public blockchains are fundamentally incompatible with how regulated stock markets operate. All participants in U.S. equity markets (NYSE, Nasdaq, etc.) **must be known, verified entities**. This includes: - Identity verification (KYC) - Anti-money laundering (AML) controls - Restrictions on who can buy specific securities - Tracking cost basis and holding periods - Mandatory tax reporting U.S. brokerages are **legally required to report all capital gains and losses to the IRS** using forms like **1099-B**, including: - Purchase price (cost basis) - Sale price - Holding period (short- vs long-term gains) - Wash sale adjustments A **fully public, permissionless blockchain cannot enforce these rules** because: - Wallets are pseudonymous - Anyone can transact without identity checks - There is no native way to restrict who can buy regulated securities - There is no built-in mechanism to enforce tax reporting or compliance To comply, you would have to introduce: - Permissioned blockchains - Private Layer-2 or Layer-3 networks - Whitelisting of approved wallets - Centralized identity enforcement At that point, you’ve **recreated a traditional brokerage and clearing system—just with more complexity and worse performance**. The original purpose of a public blockchain is lost entirely.

Novel_Board_6813

My bakery is way more asymmetrical... Bring me the dollars so we can match NVDA

need-not-worry

No one cares. Same can apply to NVDA stock or gold or real assets. What makes BTC so special? May it's the cult like followers that makes people hate it...?