According to the source, Nvidia delivered strong earnings, yet U.S. tech stocks fell as capital rotated into defensive sectors on valuation concerns, signaling risk-off conditions in growth equities; source: NVIDIA Investor Relations for earnings details and S&P Dow Jones Indices sector performance data for rotation. For crypto, traders should monitor BTC, ETH and AI-themed tokens for potential correlation stress, funding-rate shifts, and basis compression during equity drawdowns; source: Coin Metrics cross-asset correlation research and Binance Research on BTC-equity beta.

According to CNBC, U.S. tech stocks are set for a big losing week after Nvidia (NVDA) reported earnings that rocked AI-focused names and dragged the broader sector lower, intensifying risk-off sentiment in growth equities; source: CNBC. CNBC reports that AI leaders led declines following NVDA results, positioning technology benchmarks for weekly losses as investors reassess AI-driven revenue momentum; source: CNBC. This development is relevant for crypto trading because prior market research has documented periods of positive correlation between BTC and U.S. tech indices, linking equity risk sentiment to digital assets during overlapping trading hours; sources: Bloomberg, CNBC.

According to @BullTheoryio, the crypto market suffered over $16.5B in liquidations within a single day on October 10 and more than $41B since October 1, which is unusually high without macro shocks, protocol failures, exchange collapses, or black-swan headlines, source: @BullTheoryio on X, Nov 21, 2025. Despite equities recovering as the S&P 500 made new highs and NVIDIA reported strong earnings, crypto failed to stabilize with no meaningful bounce, relief rally, or rotation and continued a straight-down pattern of forced selling, source: @BullTheoryio on X, Nov 21, 2025. Repeated waves of long liquidations have erased each attempted recovery, with concentrated intraday flushes of $100M to $1B in leveraged positions even on otherwise stable or green global market days, source: @BullTheoryio on X, Nov 21, 2025. This structural shift has persisted for roughly 45 days after October 10 as open interest collapsed and liquidity thinned across major pairs, with small price moves still triggering outsized liquidations, source: @BullTheoryio on X, Nov 21, 2025. @BullTheoryio notes the pattern is consistent with either a major entity unwinding, structural deleveraging at large trading firms, or liquidity gaps from thin order books, but the cause remains unconfirmed and no large market participant has provided transparency, source: @BullTheoryio on X, Nov 21, 2025.

According to Miles Deutscher, stocks fell despite strong NVDA earnings because AI/valuation concerns resurfaced with a growing late-cycle tone, stronger economic data reduced rate-cut expectations, and policy uncertainty weighed on risk appetite, source: Miles Deutscher (X, Nov 21, 2025). For crypto traders, these equity risk-off drivers have historically spilled over to BTC and ETH via rising equity-crypto correlation during tightening phases, so monitoring AI megacap leadership (NVDA) and rate-cut odds is key for liquidity-sensitive positioning, sources: IMF blog 'Crypto Prices Move More in Sync With Stocks' by Tobias Adrian, Tara Iyer, and Mahvash Qureshi (Jan 2022); Miles Deutscher (X, Nov 21, 2025).

According to @burrytracker, Nvidia (NVDA) earnings are “going to crush Burry,” flagging an expectation of strong results that could pressure bearish positioning (source: @burrytracker on X, Nov 20, 2025).

According to @santimentfeed, Saudi Arabia announced it will begin mining Bitcoin, alongside a $1 trillion U.S. investment pledge and a 500MW AI supercomputing collaboration with Nvidia and Elon Musk, positioning the Middle East as a key hub for blockchain and AI infrastructure (source: @santimentfeed). According to @santimentfeed, Bitcoin fell below a key cost-basis level, hinting at bear market conditions, while SPX and YM_F show cleaner upside structures into Nvidia earnings and December discussions on a U.S. crypto market structure bill that adds bullish momentum for BTC (source: @santimentfeed). According to @santimentfeed, odds of a December Fed rate cut dropped below 43% amid a canceled October jobs report and delayed November data, increasing volatility as the U.S. Senate prepares a December vote on a crypto market structure bill viewed as supportive for Bitcoin (source: @santimentfeed). According to @santimentfeed, Kraken confidentially filed for a U.S. IPO after an $800 million round valuing the exchange at $20 billion, backed by Citadel and Jane Street, with a target listing in 2026 that signals confidence in exchange growth and improving regulatory clarity (source: @santimentfeed). According to @santimentfeed, BlackRock filed for a Staked Ethereum Trust in Delaware and transferred over $800 million in BTC and ETH to Coinbase Prime, signaling preparation for a staked ETH ETF that could attract institutions or intensify selling amid current ETF outflows (source: @santimentfeed).

According to @StockMKTNewz, an X post on Nov 19, 2025 asked traders to describe Nvidia's NVDA earnings in one word, serving as a sentiment prompt rather than a disclosure of results. Source: @StockMKTNewz on X, Nov 19, 2025. The post provided no revenue, EPS, guidance, or segment detail, so traders should reference Nvidia's official earnings release and SEC filings for tradable numbers. Source: NVIDIA Investor Relations; SEC EDGAR. Around earnings, NVDA options commonly see elevated implied volatility into the event and a post-earnings volatility crush, making IV rank, term structure, and realized move versus implied key metrics to monitor. Source: Cboe Options Institute. For crypto exposure, AI-linked tokens are often tracked around major AI catalysts, but this post contains no crypto specifics and does not indicate market impact by itself; any assessment should follow Nvidia's official AI commentary once released. Source: @StockMKTNewz on X, Nov 19, 2025; NVIDIA Investor Relations.

According to @stocktalkweekly, NVIDIA CEO Jensen Huang said on the earnings call that "there's been a lot of talk about an AI bubble... we see something very different," indicating management rejects the bubble narrative (source: @stocktalkweekly on X, Nov 19, 2025). For traders, this headline supports near-term sentiment in NVDA and broader AI semiconductor equities, making post-call price action and options volatility key watches (source: @stocktalkweekly on X, Nov 19, 2025). Crypto markets may also react at the margin as AI-demand headlines shift risk appetite; traders can watch liquidity and momentum in AI-linked crypto tokens during U.S. hours following the call (source: @stocktalkweekly on X, Nov 19, 2025).

According to @StockMKTNewz, Nvidia (NVDA) said its largest customer represented 22% of its Q3 revenue, which totaled $57 billion, implying roughly $12.5 billion in quarterly sales to that single buyer. Source: @StockMKTNewz. This concentration highlights material single-customer exposure and potential quarter-to-quarter revenue sensitivity tied to that buyer's procurement cycle, a key consideration for NVDA volatility and positioning around earnings catalysts. Source: @StockMKTNewz. For crypto market watchers, large-scale AI infrastructure spending underscored here is a sentiment input for AI-linked risk assets, as traders track Big Tech AI capex and NVDA updates when assessing AI-related narratives. Source: @StockMKTNewz.

According to @burrytracker, Nvidia (NVDA) beat estimates with EPS $1.30 versus $1.26 expected and revenue $57B versus $55B, and shares rose 4% in after-hours trading (source: @burrytracker). The upside surprise equals roughly +3.2% on EPS and +3.6% on revenue versus consensus based on the reported figures, providing a clear post-earnings price reaction marker for traders (source: @burrytracker). Crypto-focused traders tracking AI narratives can note this headline as a data point for risk sentiment monitoring in AI-linked markets (source: @burrytracker).

According to @StockMarketNerd, Nvidia (NVDA) delivered "another strong quarter," as shared in a snapshot posted on X on Nov 19, 2025, without disclosing revenue, EPS, segment details, or guidance in the post itself (source: @StockMarketNerd on X). For actionable trading, traders should pull the official figures and outlook from Nvidia’s earnings press release and Form 8‑K on Nvidia Investor Relations to assess revenue growth, EPS, gross margin, Data Center performance, and forward guidance (source: Nvidia Investor Relations). The X post alone does not provide sufficient data to infer implications for crypto risk sentiment or AI‑linked tokens; any market impact assessment requires the verified numbers and management commentary from Nvidia’s official materials (source: @StockMarketNerd on X; Nvidia Investor Relations).

According to Stock Talk @stocktalkweekly, NVIDIA reported revenue of $57.01B versus a $54.87B estimate and EPS of $1.30 versus a $1.25 estimate, source: Stock Talk @stocktalkweekly, Nov 19, 2025. Data center revenue was $51.2B versus a $49.34B estimate and gross margin was 73.4 percent, source: Stock Talk @stocktalkweekly, Nov 19, 2025. Q4 revenue guidance was $63.70B to $66.30B versus a listed estimate of $61.98B, source: Stock Talk @stocktalkweekly, Nov 19, 2025. For trading, these beats across revenue, EPS, and data center plus the higher guidance are concrete upside surprises to monitor, and crypto traders focused on AI narratives can use these figures as macro context, source: Stock Talk @stocktalkweekly, Nov 19, 2025.

According to @KobeissiLetter, Nvidia (NVDA) rose about 5% after announcing record quarterly revenue of 57 billion dollars. Per @KobeissiLetter, the move added roughly 205 billion dollars in market capitalization. Based on these figures, the implied market cap increased from about 4.1 trillion to about 4.3 trillion dollars, derived from the data reported by @KobeissiLetter. The source did not indicate any direct impact on cryptocurrency markets, per @KobeissiLetter.

According to @StockMKTNewz, NVIDIA (NVDA) reported EPS of $1.30 versus $1.25 expected and revenue of $57B versus $54.9B expected, with both metrics above consensus, source: @StockMKTNewz on X (Nov 19, 2025). For crypto traders, NVDA upside surprises have historically coincided with stronger performance in AI-linked tokens such as RNDR and FET around earnings windows, source: Kaiko Research sector analyses in 2024. Monitoring AI narrative spillover into crypto market liquidity and volatility is relevant during the U.S. session following NVDA results, source: Kaiko Research cross-market flow commentary.

According to @CNBC, global stocks sold off as AI valuation concerns persisted ahead of Nvidia’s upcoming earnings, reflecting risk aversion into the report (source: CNBC). @CNBC links the decline to apprehension over stretched AI-related valuations before Nvidia announces results, making the print a key focus for equity traders (source: CNBC).

According to @burrytracker, 14 days after Michael Burry publicly turned bearish on AI, PLTR is down 17.4% and NVDA is down 9.8% over that period, source: @burrytracker. The source also notes Nvidia (NVDA) reports earnings on Wednesday, highlighting a near-term event for AI equity positioning, source: @burrytracker.

According to @KobeissiLetter, Nvidia reports earnings on Wednesday and options are implying a plus or minus 7.5 percent move in NVDA shares (source: @KobeissiLetter). According to @KobeissiLetter, with a 4.6 trillion dollar market capitalization, that translates to an estimated 345 billion dollar swing in market value (source: @KobeissiLetter). According to @KobeissiLetter, this swing is larger than the entire market cap of all but 33 public companies worldwide, signaling a big week ahead for traders (source: @KobeissiLetter).

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 The Kobeissi Letter, Nvidia’s base-case for the next quarter assumes zero H20 chip sales to China, implying that models should anchor to no China H20 revenue near term (source: The Kobeissi Letter). According to The Kobeissi Letter, any improvement in US-China relations or any resumption of China-bound chip shipments would be an upside catalyst and could render NVDA shares cheap versus current expectations (source: The Kobeissi Letter). According to The Kobeissi Letter, the key trading variable is policy-driven export outcomes to China, and positioning should reflect zero H20 sales as the default while treating any positive China headlines as incremental upside risk to the guide and multiple (source: The Kobeissi Letter).

According to @StockMKTNewz, a new post compiles how Nvidia (NVDA) stock moved following each of its last seven earnings reports, offering a concise historical view of NVDA’s post-earnings price reactions for traders (source: @StockMKTNewz, Aug 26, 2025). The dataset focuses on the immediate move after earnings across seven consecutive reports, providing a factual reference of historical reactions around Nvidia earnings events (source: @StockMKTNewz).