$ETH
Oh wow
NVIDIA is freaking powerful, huh
Its stock price has set another all-time high
Total market value has returned to the $5.7 trillion mark
Oh wow
Brothers
NVIDIA is going crazy again
On Friday, it directly broke through its previous all-time high
Intraday it even touched $237.88
It closed up 2.9%
Honestly about the stock market
I really have to admire the Americans
They’ve had a bull market for more than a decade
And they can pull off building the most valuable company in history
NVIDIA
Why is it so intense this time? Why?
Mainly because AI demand is still surging
And also because NVIDIA has announced another $150 billion stock buyback authorization
Plus the new DGX SPARK products are about to be released
Institutions are bullish on the long-term demand for AI computing power
So capital keeps rallying and pooling into NVIDIA
Another point is
This time, U.S. employment data suddenly took a nosedive
Rate-hike expectations for October have dropped
Treasury yields also relaxed along with it
So this time, fundamentals, buybacks, and rate-expectations
—three forces—collided together
And again, it hit another all-time high
So freaking awesome
One company is already this valuable
It’s even more impressive than many countries’ GDP
For the crypto market
Now NVIDIA is the global risk appetite indicator
So
When NVIDIA strengthens, market risk sentiment warms up again
Money is more willing to bet on higher-risk assets
That’s sentiment-wise good news for “Big A,” Ethereum, and AI-sector altcoins
But this is only sentiment synchronization
Not a direct strong linkage
If later the inflation data rebounds
And the Fed’s rate-hike expectations come back again
Then tech stocks and the crypto market will face renewed pressure
So you tell me
You can’t really make sense of where Big A and Ethereum are going
When rate-hike expectations come in, everyone thinks it’ll drop
But it rises instead
Now that rate-cut expectations are strengthening
It drops instead—what the heck is that?
It’s like playing with dogs, man
#英伟达股价创历史新高涨2.4%
Oh wow
NVIDIA is freaking powerful, huh
Its stock price has set another all-time high
Total market value has returned to the $5.7 trillion mark
Oh wow
Brothers
NVIDIA is going crazy again
On Friday, it directly broke through its previous all-time high
Intraday it even touched $237.88
It closed up 2.9%
Honestly about the stock market
I really have to admire the Americans
They’ve had a bull market for more than a decade
And they can pull off building the most valuable company in history
NVIDIA
Why is it so intense this time? Why?
Mainly because AI demand is still surging
And also because NVIDIA has announced another $150 billion stock buyback authorization
Plus the new DGX SPARK products are about to be released
Institutions are bullish on the long-term demand for AI computing power
So capital keeps rallying and pooling into NVIDIA
Another point is
This time, U.S. employment data suddenly took a nosedive
Rate-hike expectations for October have dropped
Treasury yields also relaxed along with it
So this time, fundamentals, buybacks, and rate-expectations
—three forces—collided together
And again, it hit another all-time high
So freaking awesome
One company is already this valuable
It’s even more impressive than many countries’ GDP
For the crypto market
Now NVIDIA is the global risk appetite indicator
So
When NVIDIA strengthens, market risk sentiment warms up again
Money is more willing to bet on higher-risk assets
That’s sentiment-wise good news for “Big A,” Ethereum, and AI-sector altcoins
But this is only sentiment synchronization
Not a direct strong linkage
If later the inflation data rebounds
And the Fed’s rate-hike expectations come back again
Then tech stocks and the crypto market will face renewed pressure
So you tell me
You can’t really make sense of where Big A and Ethereum are going
When rate-hike expectations come in, everyone thinks it’ll drop
But it rises instead
Now that rate-cut expectations are strengthening
It drops instead—what the heck is that?
It’s like playing with dogs, man
#英伟达股价创历史新高涨2.4%