<div id="readability-page-1"><div><div><p>In the cutthroat arena of Wall Street, where tech titans like <strong>Nvidia Corp</strong> <span>NVDA</span> once reigned supreme with AI-fueled rocket rides, a gritty gang of gold miners is now delivering a merciless pummeling. Market guru Larry McDonald, the sharp-tongued founder of The Bear Traps Report and New York Times bestselling author, dropped a bombshell chart on X showing the gold miners-tracking VanEck Gold Miners ETF <span>GDX</span> soaring while Nvidia’s stock ratio craters to  2.518.</p><ul> <li><strong>Track NVDA stock here.</strong></li> </ul><p>“Gold miners keep kicking Nvidia’s ass, why?” McDonald taunted in his viral post, igniting a firestorm of investor soul-searching amid a seismic shift from silicon dreams to shiny hard assets.</p><p><strong>Read Also: Nvidia’s Closest Friends Just Got Cozy With Google</strong></p><h2>The Great Rotation Rumble</h2><p>Forget the <strong>Magnificent Seven</strong>‘s glory days – 2025 has been a brutal wake-up call. Gold miners (GDX) exploded 93%, silver miners, as tracked by the <strong>Global X Silver Miners ETF</strong> <span>SIL</span> surged 90%, while Nvidia’s Mag7 crew, as tracked by the <strong>Roundhill Magnificent Seven ETF</strong> <span>MAGS</span> limped in at just 14%.</p><p>McDonald calls it a “historic migration of capital” from overhyped financial assets to undervalued commodities like gold, copper, and uranium.</p><p>With sticky inflation, Fed rate cuts favoring hard assets, and geopolitical chaos boosting gold prices toward $4,000 an ounce, miners are thriving. Meanwhile, passive investing distortions have bloated Nvidia’s $4.34 trillion market cap, dwarfing all copper, gold, and silver producers combined – a recipe for a painful correction.</p><h2>AI’s Energy Blackout Blues</h2><p>Nvidia’s AI empire demands colossal power, but McDonald exposes the glitch: The chip giant’s growth relies on an energy infrastructure “50 times smaller” than needed for mega data centers.</p><p>Uranium and nuclear stocks, worth a mere fraction versus Nvidia’s mammoth market cap, are the overlooked heroes poised to power the future – yet they’re undervalued gems in this rotation.</p><p>Gold hits all-time highs with massive ETF outflows, signaling retail investors haven’t piled in yet – room for more upside. As markets whisper warnings of stagflation and debt crises, McDonald’s mantra rings true: “Hard assets &gt; Financial Assets.”</p><p>Savvy traders might ditch the Nvidia hype for a pickaxe – before the gold rush leaves them in the dust.</p><ul> <li><strong>Cramer Flags Oracle Rally As ‘Strange,’ Says Nvidia And AMD Aren’t Getting Any Love</strong></li> </ul><p><em>Photo: Shutterstock</em></p></div></div></div>

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<p>Market expert Larry McDonald highlights a significant shift in investment trends, with gold miners outperforming tech giants like Nvidia. The VanEck Gold Miners ETF (GDX) surged 93%, while Nvidia's stock ratio fell to 2.518. McDonald attributes this "historic migration of capital" to rising inflation, Fed rate cuts favoring hard assets, and geopolitical tensions driving gold prices up. He warns that Nvidia's reliance on inadequate energy infrastructure could lead to a painful correction, urging investors to consider undervalued commodities over overhyped financial assets.</p>

- In 2025, gold miners, represented by the VanEck Gold Miners ETF (GDX), have surged 93%, while Nvidia's stock has significantly declined, prompting market guru Larry McDonald to highlight a shift from tech to commodities.  
- This "historic migration of capital" is driven by factors such as sticky inflation, favorable Fed rate cuts for hard assets, and geopolitical tensions pushing gold prices higher.  
- As Nvidia's energy demands grow, undervalued sectors like uranium and nuclear stocks are emerging as potential future leaders, suggesting a strategic pivot for investors.

Why Nvidia Is Getting 'Butt-Kicked' By Gold Miners: Larry McDonald