---
title: "Feb 26: Nvidia Fade x BTC $70K"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000489622.md"
description: "Jensen Huang pushes back on software fears, BTC breaks $70K. Your take? Comment & win!"
datetime: "2026-02-26T02:08:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000489622.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000489622.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000489622.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# 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?

💬 Drop your thoughts, predictions, or trades below and earn **188 Task Coins!**  
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### Related Stocks

- [BTC.US](https://longbridge.com/en/quote/BTC.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (8)

- **Victor y · 2026-02-26T10:35:40.000Z**: Nvidia falls after strong earnings reflects high expectations. if selling continues and spreads across AI stocksBitcoin positive momentum needs to hold confirm strengthSoftware stocks could rebound stable AI sentiment
- **MingHwa · 2026-02-26T06:47:58.000Z**: Trump will TACO, AI will stop spending too much, market will be going up!
- **GabyWoon · 2026-02-26T06:47:16.000Z**: NVDA is doing well, it still have a difficulty beating all time high. Market will still be stalling!
- **Irenee · 2026-02-26T05:28:55.000Z**: Bitcoin is definitely in the recovery stage, it is bouncing up from technical analysis. Liquidity issue is also resolved!
- **Heroic Lifesaver · 2026-02-26T05:25:33.000Z**: Nvidia’s post earning’s reaction says it all. As alluded in my post yesterday, market’s expectations are too high and it will need more than the usual Nvidia beat and raise etc to wow the market. Price must clear 225 on heavy volume. Short of that, Nvidia is running on fumes and so does the general 
- **Joannee · 2026-02-26T04:37:01.000Z**: Market recovered hugely yesterday, I think the weaknesses is started to end. The next bull run is coming!
- **Tiffany lover · 2026-02-26T04:09:00.000Z**: Bitcoin has finally reached a turning point in its trough. Hopefully, this positive development can eliminate the temporary AI bubble.
- **Valenxis · 2026-02-26T02:12:29.000Z**: is BTC doing dcb? hmm


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**