Binance Research details NVDA earnings confirming AI demand while Warsh's hawkish Jackson Hole comments lifted yields and triggered risk-off moves in UVXY, SKHY and CSOP ETF.

NVDA upward trend confirmed after market-decider role, with $82,850 continuation eyed in 1-2 days per analyst Michaël van de Poppe.

Nvidia $NVDA data center revenue surged to $89B in Q2 2026 from $1B in Q4 2019, tracking AI infrastructure expansion.

Michael Burry reveals new longs in ADBE MELI ZTS and shorts in NVDA MU SOXX plus QQQ puts at 6% portfolio.

Bitget TradFi maps weak NFP lifting NVDA and AI names while strong data rotates capital into JPM and energy amid sector rotation after NFP surprises.

Nvidia $NVDA at $5.0T tops list as global semiconductor market cap hits $18.8T and US stocks claim 62% share.

Bitget rToken volumes hit 10x prior weekend levels as Middle East tensions escalated while Wall Street remained closed, with rNVDA, rMU and rGOOGL leading trades.

Bitget RWA perpetual markets deliver $4.1M NVDA depth at 75% of BTC/USDT spot levels as BlockScholes confirms tight spreads in 24/7 tokenized trading.

Traders favor inverse ETFs for cheap bearish bets on NVDA and SMH chip stocks, echoing options trading strategies against semiconductor names.

Trader 0x577ae91c7b74f04ddb3a5b399ded8318e9895fd2 books $1.46M floating profit on $27.18M NVDA and MRVL 3x longs plus ETH 3x short at $2006.6.

AI infrastructure stocks added $377 billion as NVDA gained 6.19% and DELL jumped 10.79% on data center demand outpacing supply.

Decibel rolls out 15x NVDA perps and 5x TSLA perps with full onchain execution, extending crypto-to-stocks migration that started with Bitcoin markets.

NVDA whale 0x9e2 opens 40,000 share long with 10x leverage valued at $8.8M and liquidation near $210.6 via hypurrscan amid AI industry impact and Bitcoin moves.

According to @lookonchain, a newly created wallet (0x28F8) deposited $1.135 million in USDC into Hyperliquid to open a long position on NVDA with 8x leverage. The position size is 17,407 xyz:NVDA, equivalent to $3.08 million, with a liquidation price set at $156.08. This significant leveraged trade highlights a bullish outlook on NVDA, with potential implications for both the crypto and stock trading markets.

According to @OnchainLens, a newly created wallet identified as '0x28F' deposited $1.135 million USDC into the HyperLiquid platform and initiated a long position on NVDA stock with 3x leverage using TradeXYZ. This substantial move highlights increased activity in leveraged trading and the integration of traditional stock assets like NVDA into DeFi ecosystems.

According to @lookonchain, a whale identified as 0xcd6b has deposited $7.35 million USDC into Hyperliquid to take long positions on NVDA and SNDK stocks. Currently, the whale holds 61,951 shares of NVDA valued at $11.94 million and 2,920 shares of SNDK worth $2 million. Additionally, a limit order for 40,778 NVDA shares valued at $4.53 million is still pending execution.

According to @garyblack00, TSLA has underperformed with roughly -12% year to date versus NDX at about -2%, extending its 2025 underperformance when TSLA was about +11% versus NDX around +20% (source: @garyblack00 on X). He states the bull case that only Tesla can deliver generalized unsupervised autonomy is breaking down as Alphabet (GOOG), Baidu (BIDU), WeRide (WRD), Pony.ai (PONY), and Amazon (AMZN) are already completing approximately 750K paid unsupervised robotaxi rides per week without safety monitors (source: @garyblack00 on X). He adds that NVIDIA (NVDA) will make its AI chips and autonomy software stack available to other OEMs starting in 1H 2026, effectively democratizing unsupervised autonomy (source: @garyblack00 on X). To reverse TSLA’s trend, he outlines four catalysts: a broad FSD-led brand campaign to drive volumes and share; removing safety monitors from Tesla robotaxis to validate unsupervised capability; launching a conventional pickup to capture underpenetrated TAM and boost earnings; and CEO share purchases to signal confidence (source: @garyblack00 on X).

According to Eric Balchunas on X, iShares Silver Trust (SLV) posted trading volume that exceeded heavily traded stocks Tesla (TSLA) and Nvidia (NVDA) last week, underscoring exceptional turnover in silver exposure (source: Eric Balchunas on X). According to Eric Balchunas on X, he adds that SLV volume is roughly ten times higher than a month earlier and notes the fund was around the 170th largest ETF a year ago, highlighting how quickly interest has accelerated (source: Eric Balchunas on X). Based on the figures reported by Eric Balchunas on X, the volume spike implies elevated liquidity and tighter execution spreads in SLV, making short term momentum and position sizing key considerations for traders (source: Eric Balchunas on X).

According to @lookonchain, wallet 0x8709ac3CeaAe2a7A70c1D8e39DF9804def7cAC54 spent 5.6M USDC to buy 1,066 XAUT at 5,261 and then deposited 3.5M USDC to Hyperliquid to open longs sized at 53,528 SILVER (6.48M) and 158.36 GOLD (876K), while shorting 4,229 NVDA (809K). According to @lookonchain, these flows show the address is positioned long precious metals via XAUT, SILVER, and GOLD and short NVDA via Hyperliquid.

According to @thedaoofwei, NVIDIA’s edge stems from Jensen Huang’s early GPU-first vision, the 1990s fast execution cadence, and the 2006 CUDA bet that unlocked general purpose compute on GPUs, positioning the company ahead in AI accelerators and gaming while fueling ongoing data center demand for systems like H100 and the Blackwell generation (source: @thedaoofwei). The source highlights prior cyclicality from the crypto mining boom and bust tied to BTC and ETH, which drove outsized GPU demand followed by an inventory glut and a sharp stock drawdown, underscoring execution discipline and supply management as key risk controls for NVDA (source: @thedaoofwei). The thread also flags intensifying competition from AMD, Intel, Google, and Amazon in AI chips, while noting NVIDIA’s continued lead, reinforced by platform depth and management’s urgency-first culture, which is relevant for trading NVDA amid capacity constraints and hyperscaler capex cycles (source: @thedaoofwei).