Bitcoin's warning for Nvidia, AI stocks, and gold

12:21am, Wednesday, 03'rd Dec 2025
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Bitcoin's (BTC-USD) sharp drop into bear-market territory might be the market's first real warning fla
Nvidia stock has soared 21,000% in 10 years. This performance is thanks to Nvidia's dominance in the artificial intelligence chip market.
Advanced Micro Devices, Inc. is rated Strong Buy due to significant upside potential as it gains AI chip market share from Nvidia. Nvidia's the poster-child for today's fear, greed and hype in Artific
Dale Smothers returns to the Watch List and explains why he believes A.I. stocks hit a new bottom after stark selling action in November.
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NVIDIA's booming AI results and Palantir's surging revenues make a dual-play strategy a compelling way to ride 2026's AI momentum.
Credo Technologies' NASDAQ: CRDO fiscal year 2026 (FY2026) Q2 results are yet another example of why the AI trade is far from over. As NVIDIA NASDAQ: NVDA and Advanced Micro Devices NASDAQ: AMD conti
Amazon.com Inc.'s cloud unit raced to get the latest version of its artificial intelligence chip to market, renewing efforts to sell hardware capable of rivaling products from Nvidia Corp. and Googl
Nvidia Corporation is now a value Buy after a period of underperformance, with robust near-term revenue visibility and strong AI-driven tailwinds. China-related risks are largely priced in, with globa
Nvidia (NVDA, Financials) said that its agreement to invest up to $100 billion in OpenAI is still in negotiation, with Chief Financial Officer Colette Kress emp
Amazon (AMZN) just fired its latest shot in the AI hardware race, rolling out its Trainium3 accelerator in a push that could reshape how developers think about
Fanuc Corp. (FANUY) surged as much as 9.4% to its highest level since July 2021 after unveiling a deeper strategic push with Nvidia (NVDA), a move that could re
Nvidia (NVDA) shares rose about 2% Tuesday morning after a string of partnership moves and a $2 billion strategic stake in Synopsys (SNPS).Shares were up 0.8% a
Michael Burry's hedge fund has a short position in Nvidia. Burry is taking issue with big tech's accounting policies.
Nvidia is upgraded as AI-driven growth accelerates and recent volatility offers an attractive entry point. NVDA delivered 62% YoY revenue growth with management guiding for accelerating growth next qu
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