According to The Kobeissi Letter, ASML reached a $500 billion market capitalization, becoming only the third company in Europe to achieve this milestone (source: The Kobeissi Letter, X, Jan 15, 2026). According to The Kobeissi Letter, Nvidia (NVDA) is roughly nine times larger than ASML and can swing about $500 billion in market cap in a single day, underscoring extreme scale and volatility at the top of U.S. AI equities (source: The Kobeissi Letter, X, Jan 15, 2026). According to The Kobeissi Letter, the comparison is framed as Europe being left behind versus U.S. AI leaders, highlighting a stark size and liquidity gap that is directly relevant to equity risk sentiment and market positioning (source: The Kobeissi Letter, X, Jan 15, 2026). According to The Kobeissi Letter, the post does not reference cryptocurrencies or direct crypto market impact (source: The Kobeissi Letter, X, Jan 15, 2026).

According to Stock Talk (@stocktalkweekly), NVTS stock soared over 100% after-hours following official partnership news with Nvidia, as first highlighted in a detailed thesis by @pennycheck. This major price move reflects strong institutional sentiment and could signal increased volatility in semiconductor and AI-related equities. The Nvidia partnership amplifies NVTS’s relevance in AI and advanced computing, which may have downstream effects on crypto markets, particularly for tokens linked to AI infrastructure and GPU mining. Traders should monitor further announcements for potential spillover into crypto asset prices (source: Stock Talk Twitter, May 21, 2025).