According to @StockMKTNewz, Nvidia (NVDA) is among the largest stocks set to report earnings next week, marking a key scheduled catalyst for equities; source: @StockMKTNewz, Nov 14, 2025. For trading, use the flagged NVDA earnings week to plan positioning in NVDA and AI-linked names and to monitor sentiment in crypto majors BTC and ETH for any spillover; source: @StockMKTNewz, Nov 14, 2025. Concrete steps include setting event alerts, reviewing liquidity and spreads into the print, and considering hedges around the announcement window; source: @StockMKTNewz, Nov 14, 2025.

According to @StockMKTNewz, Wells Fargo raised its Nvidia (NVDA) price target to $265 from $220 while maintaining an Overweight rating. According to @StockMKTNewz, this update pertains specifically to NVDA and provides no additional detail or crypto market references.

According to @KobeissiLetter, NVDA erased an intraday loss of up to 4% to trade green on the day, and TSLA also turned positive after being down 5% intraday, highlighting a notable session reversal in mega-cap tech stocks; both are major weights in the S&P 500 and Nasdaq-100, so their reversal can influence broader risk sentiment intra-day, which traders closely monitor (source: @KobeissiLetter; source: S&P Dow Jones Indices and Nasdaq Indexes). For crypto market context, institutional research has noted that when equity risk sentiment improves, digital assets can see firmer flows during periods of rising equity–crypto correlations; BTC’s 30-day correlation with the Nasdaq-100 has been positive at various points in 2023–2024 (source: Coinbase Institutional; source: Kaiko Research).

According to @AltcoinDaily, the current crypto sell-off is driven by hotter-than-expected U.S. inflation (source: @AltcoinDaily on X, Nov 13, 2025); collapsing odds of a December Federal Reserve rate cut (source: @AltcoinDaily on X, Nov 13, 2025); a possible AI bubble burst explicitly flagged as speculation by the source (source: @AltcoinDaily on X, Nov 13, 2025); massive leverage liquidations (source: @AltcoinDaily on X, Nov 13, 2025); SoftBank selling its entire NVDA position (source: @AltcoinDaily on X, Nov 13, 2025); two subprime hedge funds blowing up, likened to 2007 stress (source: @AltcoinDaily on X, Nov 13, 2025); peak fear (source: @AltcoinDaily on X, Nov 13, 2025); and peak manipulation (source: @AltcoinDaily on X, Nov 13, 2025).

According to @burrytracker, it has been 10 days since Michael Burry went bearish on AI, during which NVDA fell 10.4% and PLTR declined 17.12% (source: @burrytracker on X, Nov 13, 2025). Based on these reported 10-day moves, short-term traders can benchmark momentum and manage risk in AI equities by tracking whether these drawdowns extend or mean-revert in upcoming sessions (source: @burrytracker on X, Nov 13, 2025). Crypto traders can also use these equity moves as a sentiment input when evaluating AI-related token exposure and cross-asset risk appetite (source: @burrytracker on X, Nov 13, 2025).

According to @StockMKTNewz, Oppenheimer raised its Nvidia NVDA price target to 265 from 225 while reiterating an Outperform rating on Nov 13, 2025. According to @StockMKTNewz, Susquehanna lifted its Nvidia NVDA price target to 230 from 210 while maintaining a Positive rating on Nov 13, 2025. According to @StockMKTNewz, these updates reflect price target increases of roughly 17.8% and 9.5% versus the prior targets, respectively.

According to @garyblack00, U.S. House members return to Washington today to vote on ending the federal government shutdown (source: @garyblack00). According to @garyblack00, weak late-October ADP data indicated further labor-market softening, pushing market-implied odds of a December Federal Reserve rate cut to 69% (source: @garyblack00). According to @garyblack00, NVDA Taiwanese supplier Foxconn stated revenue from AI server production is set to nearly double from Q3 to Q4 due to intense demand (source: @garyblack00).

According to @KobeissiLetter, SoftBank shares fell over 10% after the company disclosed a $5.8 billion sale of Nvidia (NVDA) stock, indicating a sizable reduction in exposure to the AI-chip leader, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, the headline raises near-term event risk around NVDA price action and liquidity as traders assess supply dynamics and positioning in AI equities, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, traders can monitor NVDA cash open, short-dated implied volatility, and AI-basket momentum in U.S. and Japan for follow-through, while tracking SoftBank’s rebound attempts intraday, source: The Kobeissi Letter on X, Nov 12, 2025. According to @KobeissiLetter, crypto market participants focused on AI narratives may watch for sentiment read-through from this AI-chip headline into broader risk appetite, source: The Kobeissi Letter on X, Nov 12, 2025.

According to Charlie Bilello, he publicly asked 'Are we in an AI bubble?' on X on Nov 11, 2025. source: Charlie Bilello on X, Nov 11, 2025 For traders, Bitcoin and U.S. tech equities have exhibited elevated positive correlations in 2022–2023, implying AI-sector shocks can transmit to BTC and ETH price action. source: IMF Global Financial Stability Report, October 2022; Kaiko Research, 2022–2023 NVIDIA and Microsoft are key AI bellwethers by market capitalization and guidance, and volatility around their results frequently drives the Nasdaq 100, a risk proxy that has at times correlated with BTC. source: S&P Dow Jones Indices Nasdaq 100 factsheet, 2023; NVIDIA and Microsoft investor relations; Kaiko Research, 2022–2023 Practical setup for risk management: monitor NVDA and MSFT earnings and guidance, Nasdaq 100 volatility and breadth, and BTC, ETH spot-volatility and derivatives funding to manage cross-asset spillovers during AI-theme repricing. source: Company investor relations calendars; Cboe Global Markets volatility data; major crypto derivatives exchanges funding data

According to Charlie Bilello, investors justify elevated multiples by viewing Nvidia, Tesla, Amazon, Apple, Google, Meta, and Netflix as platform businesses rather than narrow sector plays, which he frames as why valuations “don’t matter” in the current narrative (source: Charlie Bilello on X, Nov 11, 2025). Evidence supports the platform view: Nvidia’s data center AI has overtaken gaming as its primary revenue engine (source: Nvidia FY2024 Form 10-K); Tesla reports energy generation/storage and software-related revenue beyond autos (source: Tesla 2023 Form 10-K); Amazon’s AWS contributes a disproportionate share of operating income relative to retail (source: Amazon 2023 Form 10-K); Apple’s services provide high-margin recurring revenue alongside hardware (source: Apple 2023 Form 10-K); Alphabet’s Google Cloud is a key growth pillar (source: Alphabet 2023 Form 10-K); Meta invests in Reality Labs and AI capabilities in addition to social ads (source: Meta 2023 Form 10-K); Netflix has broadened monetization with an ad tier and games (source: Netflix 2023 Form 10-K). For crypto traders, elevated risk appetite led by mega-cap tech has been associated with stronger co-movement between digital assets and equities since 2020, heightening BTC and ETH sensitivity to tech-led sentiment shifts (source: IMF Blog “Crypto Prices Move More in Sync With Stocks, Posing New Risks,” Jan 2022; BIS Bulletin analyses on crypto-equity linkages, 2022). The trading takeaway is to contextualize crypto beta within broader AI-led growth leadership, as cross-asset correlations can amplify market-wide risk-on or risk-off moves (source: IMF Blog 2022; BIS 2022).

According to @KobeissiLetter, SoftBank announced it sold its entire Nvidia NVDA stake for 5.8 billion dollars, signaling a full exit by a major holder that can be a near-term liquidity and sentiment catalyst for NVDA shares and options (source: The Kobeissi Letter on X). For equity traders, monitor NVDA premarket gap risk, changes in order book depth, and short-dated options implied volatility as dealers and ETFs rebalance around the headline (source: The Kobeissi Letter on X). Track relative strength in semiconductor peers and AI beta proxies during the first hour after the open to gauge spillover, focusing on large-cap chip names and SOX-linked momentum (source: The Kobeissi Letter on X). For crypto, AI-linked tokens may experience sympathy flows as AI equity sentiment shifts, making them a volatility watchlist following this headline-driven event (source: The Kobeissi Letter on X).

According to @cryptorover, NVIDIA (NVDA) surged 5.8% in today’s trading, marking its largest one-day gain since April. Source: @cryptorover on X.

According to @KobeissiLetter, Nvidia (NVDA) closed the day up 5.8% on Nov 10, 2025, marking its largest single-session gain since April 2025, source: The Kobeissi Letter. This establishes a new multi-month high in NVDA’s one-day return and provides traders a fresh reference point for recent volatility and momentum baselining, source: The Kobeissi Letter. No details on catalysts, closing price, or sector breadth were provided, and no cryptocurrency market impact was cited by the source, source: The Kobeissi Letter.

According to @StockMKTNewz, Nvidia (NVDA), Apple (AAPL), Microsoft (MSFT), Google (GOOGL), Amazon (AMZN), and Meta Platforms (META) together generate USD 1.1 million in profit every minute (source: @StockMKTNewz on X, Nov 10, 2025). The post lists the combined figure and tickers but does not provide timing context, methodology, or a per-company breakdown, so no additional earnings detail is offered in the source (source: @StockMKTNewz on X, Nov 10, 2025). The post includes a link to Blossom App on X for context, but no further data is summarized in the source text provided (source: @StockMKTNewz on X, Nov 10, 2025). The source does not reference cryptocurrencies such as BTC or ETH, so no direct crypto-market read-through is provided in the post (source: @StockMKTNewz on X, Nov 10, 2025).

According to @StockMKTNewz, Citi raised its Nvidia (NVDA) price target to $220 from $210 while maintaining a Buy rating, indicating continued bullish coverage from the bank (source: @StockMKTNewz). The source does not mention any direct cryptocurrency market impact or token exposure related to this rating and target change (source: @StockMKTNewz).

According to Omkar Godbole, the proposed tariff-funded payment plan is unlikely to pass the U.S. Congress, limiting the probability of a near-term fiscal boost to risk assets, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025. Godbole states total payments would likely exceed tariff revenues, implying a funding gap rather than additive stimulus that could support equities or crypto, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025. He adds that elevated inflation would push most recipients toward savings, with only small flows into NVDA, gold, and eventually BTC, and he advises to ignore DOGE, source: Omkar Godbole (@godbole17) on X, Nov 10, 2025.

According to @business, Nvidia CEO Jensen Huang said he asked TSMC for more wafers to meet continued strong AI demand, signaling ongoing tightness in AI-chip supply. Source: Bloomberg/@business, Nov 8, 2025. Per the same report, the request reflects sustained order strength for Nvidia’s AI accelerators and increased capacity needs at TSMC that equity traders often monitor for demand visibility. Source: Bloomberg/@business, Nov 8, 2025. TSMC has previously acknowledged tight CoWoS advanced packaging capacity due to AI accelerators and outlined capacity expansions, providing context for why additional wafers and packaging throughput are critical. Source: TSMC Q3 2023 earnings call, company remarks. For trading, this update is a near-term demand confirmation for NVDA and a utilization tailwind for TSM; the source does not mention any cryptocurrencies, so any crypto impact is indirect via AI infrastructure sentiment. Source: Bloomberg/@business, Nov 8, 2025.

According to @StockMKTNewz, Bloomberg reports that OpenAI has asked the US government to broaden the CHIPS Act investment tax credit to include data centers, signaling potential federal support for AI infrastructure buildouts (source: @StockMKTNewz citing Bloomberg). Traders can monitor GPU and accelerator suppliers (NVDA, AMD), data center REITs (EQIX, DLR), and power and cooling vendors for headline-driven momentum tied to any expansion of tax-credit eligibility (source: @StockMKTNewz citing Bloomberg). Crypto market watchers may also track BTC mining firms with data center footprints (RIOT, MARA, CLSK) for sentiment spillover, as the headline links federal incentives with data center buildout themes that intersect with high-performance compute hosting (source: @StockMKTNewz citing Bloomberg).

According to @business, Bloomberg reports that hundreds of millions of people use chatbots and mounting evidence shows some users end up in very dark places, highlighting rising safety risks in consumer AI systems (source: Bloomberg/@business tweet on Nov 7, 2025). For trading, use this Bloomberg safety spotlight as a catalyst screen to monitor AI-exposed equities such as MSFT, GOOGL, META and NVDA, and AI-linked crypto tokens including RNDR, FET and AGIX for headline-sensitive volatility and sentiment shifts as the report by Bloomberg’s Ellen Huet circulates (source: Bloomberg/@business).

According to The Kobeissi Letter, Jensen Huang stated on Tuesday that China is going to win the AI race against the US unless things change. According to The Kobeissi Letter, Nvidia’s market capitalization declined by roughly $500 billion over the following three sessions. According to The Kobeissi Letter, later that night Huang said China is nanoseconds behind the US on AI. According to The Kobeissi Letter, less than 24 hours later headlines indicated the US is set to announce a ban on sales of Nvidia’s scaled-down AI chips to China. According to The Kobeissi Letter, this sequence came a week after President Trump met with Huang before Trump’s meeting with China’s President Xi. According to The Kobeissi Letter, this timeline highlights acute headline risk around US–China AI policy for Nvidia and AI-exposed equities. According to The Kobeissi Letter, the post did not discuss cryptocurrencies or any spillover to crypto markets.