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).

According to @StockMKTNewz, CoreWeave (CRWV) is up more than 10 percent in pre market trading after Nvidia (NVDA) invested 2 billion dollars in CoreWeave Class A common stock at 87.20 dollars per share and announced an expanded partnership to accelerate the buildout of more than 5 gigawatts of AI factories by 2030. The source states the partnership expansion aims to advance AI adoption at global scale, which is driving the bullish pre market reaction in CRWV.

According to @StockMKTNewz, NVIDIA (NVDA) invested $2 billion in CoreWeave (CRWV) and the companies expanded their partnership to enable CoreWeave to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to advance AI adoption at global scale; source: @StockMKTNewz on X. For traders, the move highlights continued scaling of AI infrastructure and GPU cloud capacity, making NVDA and CRWV key tickers to watch for exposure to AI compute buildout; source: @StockMKTNewz on X.

According to @FuSheng_0306, Jensen Huang said his only regret was selling Nvidia stock when the company was worth about $300 million to buy an ~$80,000 1999 Mercedes S-Class for his parents, which @FuSheng_0306 notes would be worth about $1.2 billion today if the shares had been held. According to @FuSheng_0306, while it was a warm family memory, it became an expensive decision from an investment perspective, underscoring a massive opportunity cost. According to @FuSheng_0306, traders can read this as a lesson in compounding and position management: prematurely cashing out of a long-term winner like NVDA can forfeit outsized future gains, a point to consider when planning entries, trims, and profit-taking.

According to @StockMKTNewz, Nvidia CEO Jensen Huang held 3 million NVDA shares at IPO, valued at $59 million after the first trading day. According to @StockMKTNewz, that same stake would be worth $266 billion today, a stark illustration of long-term compounding in AI leaders that traders monitor.

According to @PolynomialFi, crypto-only traders are overlooking on-chain perpetual markets for NVDA, gold, and TSLA that currently present notable trend and volatility setups, as highlighted in a Jan 17, 2026 post; this emphasizes cross-asset opportunities without leaving crypto rails for execution. source: @PolynomialFi. The author states NVDA is up roughly 50% per year, gold is at all-time highs, and TSLA volatility offers attractive trading edges, while noting that all three can be traded via on-chain perpetuals. source: @PolynomialFi. This signals a rotation opportunity for crypto-native participants to seek exposure to equities and commodities via on-chain perps while staying within DeFi infrastructure, aligning portfolio risk with liquid, high-volatility markets. source: @PolynomialFi.

According to The Kobeissi Letter, suppliers of parts for Nvidia's H200 chips have halted production after Chinese officials blocked shipments of the chips to China, signaling an immediate supply-chain disruption tied to NVDA's China-facing sales pipeline. Source: The Kobeissi Letter on X, Jan 17, 2026. According to The Kobeissi Letter, this constitutes another setback to Nvidia's move back into China and specifically impacts H200 availability. Source: The Kobeissi Letter on X, Jan 17, 2026. Based on this report, traders are monitoring NVDA price action, options implied volatility, and semiconductor ETFs for potential downside reaction to the China shipment halt headline, while crypto participants tracking the AI narrative may watch for sentiment spillover into AI-related crypto themes. Source: Analysis derived from The Kobeissi Letter report on X, Jan 17, 2026.

According to @StockMKTNewz, Nvidia (NVDA) has joined the investor group backing Harmonic, an AI startup founded by Robinhood co-founder Vlad Tenev that builds systems to solve mathematical problems (source: @StockMKTNewz; Axios). The post does not disclose funding amount, valuation, or round details, and no crypto assets were mentioned in the item, limiting immediate trading model inputs and crypto tie-ins (source: @StockMKTNewz).

According to @StockMKTNewz, Amazon (AMZN) announced that the AWS European Sovereign Cloud is now generally available, signaling production readiness for EU-based deployments (source: @StockMKTNewz on X, Jan 15, 2026). According to @StockMKTNewz, Nvidia (NVDA) commented that organizations across Europe can build and scale full‑stack AI applications on the AWS European Sovereign Cloud (source: @StockMKTNewz on X, Jan 15, 2026). For traders, this update focuses attention on AMZN and NVDA exposure to EU sovereign-cloud AI workloads as referenced by the source (source: @StockMKTNewz on X, Jan 15, 2026). According to @StockMKTNewz, the update does not reference any cryptocurrencies or tokens (source: @StockMKTNewz on X, Jan 15, 2026).

According to CNBC (Jan 14, 2026 tweet), Nvidia (NVDA) shares are struggling and the outlet examines what’s going wrong and whether the AI juggernaut can break out of its funk (Source: CNBC tweet, Jan 14, 2026). According to CNBC (Jan 14, 2026 tweet), the analysis is framed for traders assessing near-term momentum and potential breakout scenarios in NVDA (Source: CNBC tweet, Jan 14, 2026).

According to @StockMKTNewz, Nvidia Senior Director of AI Infrastructure Dion Harris stated that Nvidia is the only AI company that works with every AI company (source: @StockMKTNewz on X, Jan 14, 2026). This on-record claim signals broad ecosystem engagement for Nvidia’s AI infrastructure, a data point traders use when assessing NVDA’s exposure to model-builder demand and platform standardization risk (source: @StockMKTNewz on X, Jan 14, 2026). For crypto, the breadth of Nvidia’s AI relationships, as reported here, is relevant to sentiment in the AI-related crypto segment that is sensitive to GPU-based compute narratives (source: @StockMKTNewz on X, Jan 14, 2026).

According to @StockMKTNewz, Nvidia NVDA accounted for 35% of all semiconductor industry growth in 2025, underscoring its outsized influence on sector performance. Source: @StockMKTNewz. For traders, this concentration means upcoming NVDA earnings, guidance, and data center GPU demand updates could disproportionately move semiconductor indices and peer stocks. Source: @StockMKTNewz. The source did not provide methodology or segment breakdowns, so position sizing and risk management should account for headline sensitivity around NVDA specific catalysts. Source: @StockMKTNewz. The source did not reference cryptocurrency markets; any crypto impact is not stated by the source. Source: @StockMKTNewz.

According to @StockMKTNewz, NVIDIA NVDA Senior Director of AI Infrastructure Dion Harris discusses data centers, why AI CAPEX spend is not slowing, and the longer-term outlook, offering direct context for NVDA traders tracking enterprise AI infrastructure demand; source: @StockMKTNewz on X, Jan 12, 2026. The interview video is accessible via a WOLF Financial post linked by @StockMKTNewz, providing first-hand commentary from NVIDIA on data center trends relevant to NVDA stock analysis; source: @StockMKTNewz on X, Jan 12, 2026. The post includes no cryptocurrency-specific content, indicating no direct crypto market guidance from this interview; source: @StockMKTNewz on X, Jan 12, 2026.

According to @garyblack00, U.S. equity futures are sharply lower pre-market as the Trump Administration’s push for lower short-term rates threatens Fed independence, lifting inflation expectations and long-term yields, a setup that typically pressures high-duration equities and favors defensive assets (source: @garyblack00 on X, Jan 12, 2026). Gold and silver have surged to new highs, signaling risk-off rotation into precious metals amid rising inflation expectations (source: @garyblack00 on X, Jan 12, 2026). Brent crude is lower after Iran said security forces have full control following two weeks of unrest, easing supply risk premia (source: @garyblack00 on X, Jan 12, 2026). NVDA and TSLA are down in pre-market trading in line with the Nasdaq, highlighting broad growth-tech weakness under higher rate expectations (source: @garyblack00 on X, Jan 12, 2026). The post does not cite any direct impact on crypto assets or BTC/ETH pricing, implying no immediate crypto-specific signal from this update (source: @garyblack00 on X, Jan 12, 2026).

According to @StockMKTNewz, WOLF Financial posted a CES interview with NVIDIA VP of Generative AI Software Kari Briski covering AI, NVIDIA’s open-sourced Nemotron model catalog, and the importance of open-source models, with the full clip available on X. Source: https://x.com/StockMKTNewz/status/2010470721156206723 and https://x.com/WOLF_Financial/status/2010437680702837246. For trading relevance, the clip offers direct executive commentary on NVIDIA’s generative AI software priorities and open-source tooling, which NVDA-focused investors and AI-related crypto token traders can review for primary-source product roadmap signals. Source: https://x.com/WOLF_Financial/status/2010437680702837246.

According to @DowdEdward, power availability—not NVDA chip supply—is now the bottleneck for AI data-center buildouts, making a near-term capex pause likely; traders should reassess AI hardware exposure and watch potential rotation toward power infrastructure. Source: @DowdEdward on X, Jan 11, 2026. He adds that the grid cannot keep up and substantial power upgrades are required, reframing the AI trade from software to energy and utilities. Source: @DowdEdward on X (sharing @SmallCapSnipa video), Jan 11, 2026. For crypto markets, electricity is a binding constraint for large-scale compute and Bitcoin mining, so energy bottlenecks can influence expansion timelines and cost structures across energy-intensive digital asset infrastructure. Source: U.S. Energy Information Administration, 2024 analysis on Bitcoin mining electricity use.

According to @saylor, the best-performing assets of this decade are Digital Intelligence NVDA, Digital Credit MSTR, and Digital Capital BTC (source: @saylor on X, Jan 11, 2026). The post explicitly tags $NVDA, $MSTR, and $BTC as decade leaders and assigns each a role, highlighting these tickers for performance leadership this decade (source: @saylor on X, Jan 11, 2026).

According to @StockMKTNewz, Nvidia NVDA CEO said a job has tasks and purpose, citing radiology where the task is reading scans and the purpose is diagnosing disease and researching, emphasizing this distinction in the near-term AI context (source: @StockMKTNewz). The CEO added that AI enables radiologists to study more scans more deeply, request more scans, improve diagnosis quality, raise hospital productivity, treat more patients, generate more revenue, and potentially hire more radiologists, outlining a cycle of productivity-led hiring rather than replacement (source: @StockMKTNewz). The remarks present near-term AI deployment as labor-augmenting in healthcare with no direct mention of cryptocurrencies or token markets, implying no immediate crypto-market signal from this comment alone (source: @StockMKTNewz).