Phantom data shows 88.7% of open NVIDIA positions are long ahead of earnings, highlighting retail trader sentiment on the platform.

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Phantom data shows 97.5% long GOOGLE, 89.3% NVIDIA and 88% MICRON as markets fall, highlighting sustained tech trader sentiment.

Nvidia lags as semiconductor stocks surge in 2026, with analysts citing AI chip demand shifts and competition from rivals like those in TAO ecosystems.

According to @StockMarketNerd, a post on X reports that Yazdan, a Research Scientist at Google DeepMind, indicated GPU bulls should not be worried, a stance the author frames as supportive for Nvidia (NVDA) and AMD (AMD) equities (source: @StockMarketNerd on X, Nov 25, 2025). The post delivers a positive sentiment signal for AI compute demand but provides no additional data or guidance, limiting the takeaway to near-term risk-on bias rather than fundamentals (source: @StockMarketNerd on X, Nov 25, 2025). The post does not reference cryptocurrencies or tokens, so there is no direct crypto-market impact cited (source: @StockMarketNerd on X, Nov 25, 2025).

According to @CNBC, premarket movers on Nov 25, 2025 include Kohl's (KSS), Nvidia (NVDA), Dick's Sporting Goods (DKS), and Symbotic (SYM), identified as among the biggest moves premarket, source: CNBC. @CNBC lists these tickers but does not provide price change magnitudes, catalysts, or full details on the additional names referenced by "& more", source: CNBC. @CNBC’s item does not mention any cryptocurrencies or digital-asset market impact, source: CNBC.

According to @burrytracker, Michael Burry posted a tweet immediately after Nvidia’s (NVDA) earnings release as captured in the tracker’s Nov 19, 2025 update; source: @burrytracker. The tracker post does not include the content of Burry’s tweet or any Nvidia earnings figures, providing no tradeable details from this post alone; source: @burrytracker. The post contains no mention of crypto assets or AI-related tokens, indicating no stated crypto-market impact in this update; source: @burrytracker.

According to @StockMarketNerd, NVDA’s last five years of profit growth have been exceptionally strong at massive scale, highlighting sustained operating momentum traders track for positioning (source: @StockMarketNerd on X, Nov 19, 2025). NVIDIA’s filings attribute multi-year expansion primarily to accelerated computing and generative AI demand that lifted data center sales and profitability metrics (source: NVIDIA FY2024 Form 10-K, NVIDIA Investor Relations). The company reported record total revenue and record data center revenue in FY2024, reinforcing the profitability uptrend cited by the author and providing concrete inputs for earnings-revision and margin-trend analysis (source: NVIDIA FY2024 earnings materials, NVIDIA Investor Relations). NVIDIA also launched Cryptocurrency Mining Processor (CMP) products in 2021 to serve miners, underscoring the linkage between GPU cycles and crypto-mining hardware demand that crypto-focused traders may monitor when assessing GPU supply dynamics (source: NVIDIA Blog, NVIDIA Introducing Cryptocurrency Mining Processor (CMP), Feb 2021). Traders can verify segment growth, capex-driven demand signals, and supply commentary in recent earnings releases and the FY2024 10-K to calibrate NVDA equity and options exposure with objective data (source: NVIDIA Investor Relations).

According to @ThinkingUSD, NVDA reports earnings today and represents about 8% of the US equities market, putting market focus squarely on NVIDIA’s results, source: @ThinkingUSD. According to @ThinkingUSD, traders can access round-the-clock exposure via Hyperliquid’s permissionless and liquid NVDA perpetual contract that trades 24/7, source: @ThinkingUSD. According to @ThinkingUSD, no other trading experience compares to Hyperliquid for NVDA perp execution and liquidity, which the author highlights for active positioning around the earnings event, source: @ThinkingUSD.

According to @ThinkingUSD, NVDA reports earnings today and is cited as representing 8% of the U.S. equities market, concentrating risk and attention on the print, source: @ThinkingUSD on X (Nov 19, 2025). According to @ThinkingUSD, traders can access a liquid 24/7 permissionless NVDA perpetual contract directly on Hyperliquid, enabling round-the-clock exposure to NVDA via crypto rails, source: @ThinkingUSD on X (Nov 19, 2025).

According to @KobeissiLetter, the Dow has extended its five-day decline to nearly 2,000 points as the selloff spreads beyond crypto, source: @KobeissiLetter on X, Nov 18, 2025. The move is characterized as a routine correction in equities by the source, source: @KobeissiLetter on X, Nov 18, 2025. Nvidia NVDA earnings due tomorrow are highlighted as a potential market-moving catalyst that could change the setup across risk assets, source: @KobeissiLetter on X, Nov 18, 2025. Crypto traders are cautioned that cross-asset pressure has already extended beyond digital assets, making NVDA results a key event to monitor, source: @KobeissiLetter on X, Nov 18, 2025.

According to @cryptorover, NVDA CEO Jensen Huang said China "will win" against the US in the AI race in an X post dated Nov 5, 2025; source: @cryptorover. Traders may monitor NVDA and AI-linked crypto tokens such as RNDR and ASI for headline-driven volatility and liquidity shifts following this claim; source: @cryptorover. No independent confirmation or additional context is provided in the post, so treat this as a single-source headline risk when positioning; source: @cryptorover.

According to @DowdEdward, market participants are trading one-day expiration call options (0DTE/ODTE) on NVDA, as he posted on X on Nov 3, 2025. Source: Edward Dowd on X (Nov 3, 2025). According to @DowdEdward, the post specifically highlights the use of 0DTE NVDA call options, pointing to ultra-short-dated positioning in NVIDIA stock; no trade sizes, strike levels, or volume data were provided in the post. Source: Edward Dowd on X (Nov 3, 2025). According to @DowdEdward, the post does not include any mention of cryptocurrencies such as BTC or ETH, and it provides no stated crypto market impact. Source: Edward Dowd on X (Nov 3, 2025). According to @DowdEdward, traders reacting to this signal may focus on monitoring NVDA 0DTE options flow into the close, end-of-day pin risks, and intraday price sensitivity around popular call strikes, noting the post’s emphasis on same-day expiration activity rather than longer-dated positioning. Source: Edward Dowd on X (Nov 3, 2025).