Feb 26: Nvidia Fade x BTC $70K

Nvidia beats but fades, Bitcoin rips back above $70K, AI power politics heating up — here’s what SG investors should watch before tonight’s US session 👇

🚀 Nvidia Beats… But Stock Turns Red After Hours

Nvidia delivered:

✅ Q1 earnings beat
✅ Revenue above expectations
✅ Guidance raised above consensus

On paper, it looked like another dominant AI quarter.

But here’s the twist:

📉 Post-market gains faded and the stock turned negative.

Why?

• Expectations were extremely elevated.
• Traders may be “selling the news.”
• Positioning ahead of earnings was crowded.

Key question:

Is this healthy consolidation after a monster run… or early signal that AI euphoria is peaking?

Tonight’s regular session volatility will be crucial.

🗣 Jensen Huang: Market Misjudging AI’s Impact on Software

Nvidia CEO Jensen Huang commented that markets may be misjudging how AI affects software companies.

His argument:

👉 AI won’t destroy software firms.
👉 Instead, it will expand total demand and productivity.

This directly counters recent market fears that AI agents will replace SaaS businesses.

Interesting timing — software stocks have been under pressure lately.

Do you agree with Huang?
Is software adaptation being underestimated?

₿ Bitcoin Reclaims $70,000

Bitcoin surged back above the $70,000 mark.

From sub-$64K earlier this week to $70K+ now — that’s serious volatility.

Interpretation:

• Risk appetite returning?
• Liquidity conditions improving?
• Or simply crypto-specific momentum?

Crypto often front-runs broader sentiment shifts.

Does BTC’s rebound signal tech strength ahead?

⚡ US Tech Giants to Sign AI Power Pact (Mar 4)

Major US tech companies are set to visit the White House on March 4 to sign an agreement committing to:

• Independently addressing AI data center electricity demand
• Supporting grid stability

This is big.

AI isn’t just about chips — it’s about power infrastructure.

Expect ripple effects into:

• Utilities
• Energy storage
• Grid modernization
• Nuclear & renewables

AI capex → Power capex → Multi-sector impact.

🎬 Netflix CEO Visiting White House

Netflix’s CEO is reportedly heading to the White House.

Market speculation:

• Netflix may abandon potential acquisition of Warner Bros. Discovery.
• Regulatory tone may influence media consolidation.

If Netflix drops M&A ambitions, capital allocation narrative shifts back to organic growth.

Is that bullish or disappointing?

🤖 MiniMax Launches “MaxClaw”

MiniMax unveiled a new AI product called “MaxClaw.”

Global AI competition continues to intensify:

• US hyperscalers
• Chinese AI startups
• Enterprise AI integrators

The AI race is no longer about models alone — it’s ecosystem dominance.

📊 Tonight’s Watchlist

📌 US Initial Jobless Claims
📌 Earnings: Coinbase, Airbnb, NEBIUS, Hua Hong Semiconductor
📌 Nvidia regular session reaction

Expect volatility clustering around AI names.

🎁 COMMENT & EARN!

If Nvidia beats but drops, is that a warning sign?

Bitcoin above $70K — sustainable breakout?

Software stocks: rebound incoming or still vulnerable?

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