Trump-backed American Bitcoin shares plunge following $82 million Q1 loss, amid volatile BTC markets and price predictions hitting key supports.

According to @StockMKTNewz, Nvidia’s December market cap rose from $1.2B in 1999 to $20B in 2007, collapsed to $4.5B in 2008, and rebounded to $55B by 2016, highlighting distinct cycles that traders can use to time entries and exits in AI-exposed equities. source: @StockMKTNewz The step-change from $18B in 2015 to $55B in 2016 aligned with Nvidia’s reported acceleration in Gaming and Datacenter revenue tied to AI workloads, reinforcing NVDA as a key gauge of AI compute demand for momentum and regime analysis. source: NVIDIA Form 10-K FY2017 and FY2018 For crypto, Nvidia acknowledged that cryptocurrency mining demand materially affected GPU channel inventories during 2017–2018, making NVDA’s cycle relevant for hardware-dependent miners before Ethereum ended GPU mining via The Merge in 2022. source: NVIDIA Q3 FY2019 results commentary; Ethereum Foundation

According to @KobeissiLetter, US private nonresidential fixed real investment in data centers has surged about 300% over the last three years while inflation-adjusted nonresidential investment in structures excluding data centers has barely grown, highlighting AI infrastructure as the dominant capex driver (source: @KobeissiLetter). For trading, this concentration in AI-related capex supports momentum monitoring in AI hardware suppliers, data center REITs, and power-linked equities, and it frames a watchlist for crypto miners whose operations are tied to high-density compute and electricity availability, with potential knock-on effects for BTC and ETH market sentiment during capex cycles (source: @KobeissiLetter). Positioning can track the persistence or reversal of this data center investment trend, as AI- and compute-exposed assets are likely to be most sensitive to any shift in the capex trajectory identified in the data (source: @KobeissiLetter).

According to @CNBC, Texas’ rapid data center expansion is raising blackout risk during extreme winter weather as large new loads connect to the ERCOT grid. Based on @CNBC’s report, higher peak demand in severe cold increases the likelihood of curtailments and power-price spikes for power-intensive computing in Texas, so traders should monitor ERCOT emergency alerts and real-time prices for potential impacts on BTC network hash rate, miner revenues, and AI-exposed equities.