Will Nvidia’s moat be broken? Citrini is bullish on AMD, bearish on NVDA—has AI coding begun reshaping the chip landscape?
Recently, a new controversy has emerged in the AI chip market.
Nvidia, long viewed as having an absolute moat, is starting to face more and more challenges.
The market’s focus comes from Citrini Research’s view:
Bullish on AMD, cautious about Nvidia’s future growth.
The signal being sent behind this is:
AI chip competition may be entering a new stage.
Over the past two years, why was Nvidia able to become the biggest winner of the AI era?
The answer is simple:
It’s not onl

NVDAX-2.46%

View Original

1 Likes

Reward
1
Comment
Repost
Share

Falcon_Official

11m ago

#SECPushesFor24HourTrading
WALL STREET IS MOVING TOWARD 24-HOUR TRADING A MODEL CRYPTO HAS FOLLOWED FOR YEARS
A major shift could soon reshape global financial markets. The U.S. Securities and Exchange Commission (SEC) has announced a public roundtable on September 17, 2026, in Washington, D.C., to discuss the future of 24-hour stock trading. SEC Chairman Paul Atkins said the goal is to modernize U.S. equity markets while maintaining investor protection, market stability, and operational resilience.
If adopted on a broader scale, this initiative could mark one of the biggest structural change

NDAQ-0.56%

BTC-0.69%

ETH-2.51%

1 Likes

Reward
1
2
Repost
Share

ShainingMoon:

To The Moon 🌕

TradeDots

1h ago

$INTC : Q2 blowout fuels turnaround
Sentiment: Very Positive
'''Intel posted a Q2 2026 double beat with $16.1B revenue (+24% YoY), Data Center & AI up 59%, and Foundry up 31%, with margins improving and management noting demand outpacing supply. Insight: results suggest the AI server cycle is finally translating into broad operating leverage for Intel, potentially shifting sentiment from “value trap” to “execution recovery.”'''

INTC-2.27%

Reward
like
Comment
Repost
Share

Yusfirah

1h ago

#EventContractsLaunch Bitcoin Market Overview – July 24, 2026
As of July 24, 2026, Bitcoin is trading around $65,700, posting a modest gain over the previous session after briefly testing the $66,000 region. Daily trading volume remains elevated at approximately $32–35 billion, reflecting active participation from both institutional and retail investors. Market sentiment is cautiously bullish, supported by continued spot Bitcoin ETF inflows, although traders remain alert to inflation expectations and broader macroeconomic developments.
From a technical perspective, Bitcoin continues to trade a

BTC-0.69%

ETH-2.51%

4 Likes

Reward
4
6
Repost
Share

HighAmbition:

2026 GOGOGO 👊

CryptoZyra

19m ago

btc updates

LIVE

1,665

Reward
like
Comment
Repost
Share

先开一手

58m ago

$XAUUSD Others are fearful and I’m greedy—no one understands buying the dip better than me. 😭 After I’m full, 😭

XAUUSD-0.57%

View Original

Reward
like
Comment
Repost
Share

TheLastYouthOfHuaxia

45m ago

$PI Oh, whose long position got so seriously screwed—just look at that. I’m telling you not to go long: you just don’t believe it.

PI-10.49%

View Original

Reward
like
1
Repost
Share

DengDengDengDengDeng:

This goes and blows up even people, no wonder no capital has come in 😂

AlphaSiganl

1h ago

1️⃣ 🚨 STOP SCROLLING!
THIS CHART COULD CHANGE YOUR ENTIRE VIEW OF THE SILVER. 👀
🚨 SILVER IS ABOUT TO REPEAT 2011
And nobody is ready for what will happen.
2011:
Recession → silver explodes.
Silver goes from $18 → $49.
Everyone said the same thing:
“Silver is just getting started.” “A shortage is coming.”
Then came the part nobody talks about:
Silver collapsed.
$XAG

XAG-3.76%

Reward
like
Comment
Repost
Share

Yusfirah

1h ago

#BrentReturnsTo100
The Broader Economic Impact of Brent Crude Returning to $100
Brent crude returning to the $100 per barrel level would represent more than a milestone for the energy market—it would have far-reaching consequences for the global economy. Oil remains a critical input for transportation, manufacturing, agriculture, and industrial production, meaning sustained higher prices can influence inflation, monetary policy, corporate profitability, and consumer spending worldwide.
One of the most immediate effects would be renewed inflationary pressure. Rising crude prices typically tran

NG-0.51%

XAU-2.27%

BTC-0.69%

5 Likes

Reward
5
6
Repost
Share

HighAmbition:

To The Moon 🌕

Mimi-chan

58m ago

$RIF $INJ
RIF is pretty wild today. Current price is 0.11123, and the past 24h is still up +45.15%. It just sold off from the 0.13247 local high; if it can hold around 0.1107, the little goblin can keep shaking people. 🚨 INJ isn’t pretending to be asleep either: $5.404, +5.56%, with volume of 4.22M USDT, basically trading right next to the 24h high at 5.407. RIF leans more toward a Bitcoin-ecosystem infrastructure narrative—high elasticity, but it also goes off the rails fast. INJ is an on-chain finance/derivatives L1, and the order book feels more like a slow-cooked hard dish. Brothers, don’

RIF39.31%

INJ5.24%

View Original

Reward
like
2
Repost
Share

Mina:

Now we need to see whether 0.10900 can hold; if it holds, there may be another upward wave. If it breaks below, that’s bearish.

GateUser-bf1e3193

1h ago

I’d long a coin with a chart like this.
Especially when fundamentals here are better than they were at prior ATHs.
This is $fxUSD by @protocol_fx

Reward
like
Comment
Repost
Share

blockpeak

2h ago

Treasury Yields Continue to Shape Market Expectations!

LIVE

1,310

Reward
like
Comment
Repost
Share

Bykaranteli

25m ago

JUST IN: A trader was liquidated on 104,848 CL amid oil price surge but re-entered with a new oil short, now holding 33,500 CL. If oil volatility persists, BTC and broader markets may react to macro fuel/energy moves. $CL

CL4.57%

BTC-0.69%

Reward
like
Comment
Repost
Share

HighAmbition

1h ago

#UStoImpose10To12.5PercentTariffsOn60Economies
The United States has officially launched one of the most significant trade policy shifts in decades by imposing new tariffs ranging from 10% to 12.5% on imports from 60 economies, covering approximately 99.4% of total U.S. imports worth nearly $3.8 trillion annually. Effective from 12:01 a.m. ET on July 24, 2026, these measures represent far more than a routine tariff adjustment—they mark a structural transformation in global trade policy that could influence supply chains, corporate profitability, inflation, financial markets, and consumer spen

4 Likes

Reward
4
4
Repost
Share

ybaser:

To The Moon 🌕

SdkSaddik

1h ago

GM CT 🌃
TGIF 🤍💙💚

Reward
like
Comment
Repost
Share

GateUser-53882229

47m ago

$LAB I was taking too long to start this mess… Look at the image—these days it’s practically impossible to make any profit in these coins with leverage… I don’t know what else to do anymore 🤯

LAB-2.13%

View Original

1 Likes

Reward
1
Comment
Repost
Share

MrFlower_XingChen

1h ago

#GOOGLEarningsBeatButStockDrops3%
Alphabet Beat Expectations—But Wall Street Wanted Something Else
At first glance, Alphabet's second-quarter earnings looked exactly like the kind of report investors usually celebrate. Revenue came in at $119.8 billion, ahead of market expectations, while the company's core businesses continued to deliver healthy growth. Google Search remained a powerful cash generator, YouTube Ads continued attracting advertisers, Google Cloud posted exceptional results, and Gemini reached a major milestone with 950 million monthly users.
Yet instead of rallying, Alphabet's

MrFlower_XingChen2026-07-23 17:12:23

#GOOGLEarningsBeatButStockDrops3%
Alphabet delivered a strong Q2, beating revenue expectations with $119.8B and posting impressive growth across its core businesses. Google Cloud was the standout performer, surging 82% YoY, while YouTube Ads and Search continued to generate solid revenue. Gemini also reached 950 million monthly users, highlighting Google's expanding AI ecosystem.
So why did the stock fall around 3% after hours?
The answer is AI spending. Alphabet raised its 2026 capital expenditure forecast to $195B–$205B, significantly higher than previous guidance. Massive investments in AI infrastructure also pushed free cash flow into negative territory for the first time, raising concerns about near-term profitability.
The market's message is simple: strong growth isn't enough if the cost of achieving it keeps rising. Long term, these investments could strengthen Google's AI leadership, but investors will be watching closely to see whether future earnings justify today's record spending.
#SummerCreationCamp

5 Likes

Reward
5
8
Repost
Share

ybaser:

To The Moon 🌕

Morrisss

8m ago

Thanks to 100 subscribers on X. Going forward, we’ll continue using observation, thinking, and practice to help more people become decision-makers in a complex world.

View Original

Reward
like
Comment
Repost
Share

CryptoMary

1h ago

🚨 $BIO IS HEATING UP — MAJOR MOVE LOADING? 🚨
$BIO is showing fresh strength on the 4-hour chart, with price recovering sharply from the recent low of $0.02494 and now trading at $0.02686.
📊 Current $BIO Perpetual Data
• Last price: $0.02686
• Mark price: $0.02685
• 24-hour change: +0.52%
• 24-hour high: $0.02703
• 24-hour low: $0.02596
• 24-hour volume: 20.44M BIO
• 24-hour turnover: $549.10K $USDT
Interestingly, BIO spot is trading near $0.03161, up +2.72%, showing a significant price difference compared with the perpetual market.
🔥 Technical Structure
BIO is currently trading above all t

BIO-1.04%

Reward
like
Comment
Repost
Share

ExpertOfCrypto

1h ago

BREAKING 💥
Japan's core inflation came in at 1.6% in June, matching expectations.
Inflation has now stayed below the BOJ's 2% target for the fifth consecutive month.

Reward
like
Comment
Repost
Share

Join 40 M users in our growing community

⚡️ Join 40 M users in the crypto craze discussion

💬 Engage with your favorite top creators

👍 See what interests you

Trending Topics
View More
#
EventContractsLaunch
122.24K Popularity
#
SummerCreationCamp
1.34M Popularity
#
IntelQ2RevenueSurges25%
387.67K Popularity
#
BrentReturnsTo100
1.81M Popularity
#
GUSDYieldRisesto3.8%
179.58K Popularity

Pinned

Sitemap

Upload Local Image

Upload Local Video

Join 40 M users in our growing community

Trending Topics

EventContractsLaunch

SummerCreationCamp

IntelQ2RevenueSurges25%

BrentReturnsTo100

GUSDYieldRisesto3.8%

Pinned