#股票交易分享挑战 Nvidia announced that it has reached more than $500B independent compute financing partnerships with six financial institutions.
According to MarketWatch, Nvidia announced on Monday independent compute financing partnerships worth more than $500 billion to support long-term AI infrastructure development. Six financial institutions, including Apollo Global Management, Blackstone, and Goldman Sachs, will provide third-party capital, while Nvidia will fund up to 25% of each transaction.
Morgan Stanley analyst Joseph Moore said the arrangement should ease market concerns about circular transactions, as professional third-party investors will retain decision-making authority.
Bank of America analyst Vivek Arya agreed, noting that these partnerships are positive for Nvidia because the financial burden will be borne by financial institutions rather than Nvidia’s balance sheet. $NVDA

#大空头加码做空AI芯片 Big Short investor Michael Burry makes his move, shorting Nvidia and warning that AI chip stocks could fall 30%
Being right about the direction does not mean being right about the price—what Burry is shorting this time has never been AI itself, but its overextended valuation
AI chip stocks could fall 30%.
This was not something a retail investor casually said, but a call from Michael Burry—the man who became famous for shorting subprime mortgages and served as the inspiration for The Big Short. The last time he made such a high-profile short bet was three years ago, the year Lehman collapsed.
The moment he showed his hand, the market panicked
On July 3, Burry publicly shorted Nvidia and also bet against chip ETFs, saying that “AI chip stocks could pull back 30%.” After the news broke, the Philadelphia Semiconductor Index fell 12% in two days, while Nvidia dropped 16% over the same period. Yet in the previous quarter, these companies had collectively added about $2 trillion in market value—on one side, the strongest gains in history; on the other, the most aggressive shorting in history.
This was no coincidence, but more like a signal before a reckoning.
It is worth noting that Burry’s view comes from someone who once correctly bet against a once-in-a-century bubble, but he has also made multiple bearish bets since then that failed.
The market’s strong reaction to his words was less about believing his conclusion than about the fact that many people had already been on edge—the rally had gone too far and lasted too long, and everyone wanted to be the one who exited early.
He is not shorting AI, but AI’s valuation
Many people will misread this. Burry did not say AI is a scam. His actual view is this: AI may be real, but stock prices have already discounted several years of future delivery into today’s valuations.
In other words, he is not shorting the technology itself, but prices that have been overextended. And the market has actually already begun adjusting downward.
There are reports that Meta may cut orders and that multiple manufacturers are reducing their orders. The signal being transmitted through the chain is that supply is catching up with demand.
The core narrative supporting valuations over the past two years was that “computing power is in short supply.” Once that narrative begins to weaken, the entire valuation chain—from chips to cloud services to applications—will be repriced.
This script is nothing new.
Looking back at the Internet bubble of 2000, the belief that “the Internet would change the world” was completely correct, but that did not prevent related stocks from losing 80%–90% of their value over the following two years.
Being right about the direction does not mean being right about the price; having a story does not mean the current valuation is reasonable.
What truly deserves attention is that this AI boom is beginning to seriously judge itself for the first time. When an inflated market capitalization is taken for granted as reflecting “perpetual growth,” risk is never hidden in the fundamentals, but in your imagination—the price you are willing to pay for “it will definitely be realized in the future” determines how large a drawdown you will have to endure.
Do you think this round of AI chip growth is real, or is it a valuation bubble? Will it really pull back 30%? Share your thoughts in the comments. $NVDA ‌

#CPIWatch,BetOrWait? Market Expectations Ahead of CPI Data: A Turning Point or a One-Off?
Tonight's release of July CPI data is the focus of the markets. Core inflation is expected to rise by 0.2% monthly. The likelihood of a September rate cut is almost split in two.
Expectations and Market Positions
The market is debating whether the lower-than-expected inflation figure in June is a turning point or a one-off deviation. This data will be one of the last major data sets the Fed has before the September meeting.
Possible Scenarios:
Weaker-than-expected Data: Lower-than-expected inflation could strengthen expectations of a rate cut in September. This could support risky assets while weakening the dollar.
Warmer-than-expected Data: Inflation exceeding expectations could undermine optimism for a rate cut and create selling pressure in the markets.
Strategies: Hold or Wait?
Prior to the data release, investors appear to be employing different strategies:
• BTC Holders: Those maintaining their current Bitcoin positions are relying on long-term optimism. • Risk Reducers: Those reducing their position sizes due to uncertainty aim to protect themselves from a potential downturn. • Growth Stock Holders: Those clinging to technology and growth stocks are preparing for an interest rate cut scenario.
Post-CPI Monitoring
After the data is released, not only the numbers but also the market's initial reaction is important. Instead of reacting on the first candle, it may be more meaningful to observe how the dollar, bond yields, and Bitcoin react together.
This post is not investment advice; it is for informational purposes only regarding market conditions.

#GateRankedTop3Globally
#Gate
A DECADE OF BUILDING, NOW RANKED AMONG THE GLOBAL LEADERS
Gate's latest market standing reflects more than a single volume ranking. Founded in 2013, the platform has developed into a broad digital-asset ecosystem, with its competitive position increasingly measured across spot trading, derivatives, liquidity, product coverage, transparency and global reach.
WHERE GATE STANDS
According to the market data referenced in the report, Gate ranks among the top two exchanges in spot trading volume and liquidity, while placing within the top three for futures trading and overall competitiveness. Its 24-hour derivatives volume exceeds $4 billion, supported by hundreds of active markets.
A MULTI-ASSET ECOSYSTEM
Scale is another major part of the story. Gate supports more than 4,700 cryptocurrencies and over 12,500 stock-like assets, giving users access to a wide range of digital and market-linked opportunities from one platform. Its reported global user base has also surpassed 55 million, highlighting the expansion of its international footprint.
LIQUIDITY IS THE REAL ADVANTAGE
For active traders, rankings are not simply about reputation. Greater liquidity can translate into deeper order books, tighter spreads and potentially more efficient execution. Gate's growing spot and futures activity therefore matters because trading infrastructure becomes increasingly important as market participation expands.
DERIVATIVES MOMENTUM
Gate's futures business has strengthened substantially through 2026, moving the platform further into the upper tier of global derivatives venues. With derivatives activity exceeding $4 billion in 24-hour volume in the referenced data, the exchange is competing at a scale where liquidity and execution quality become increasingly important differentiators.
TRANSPARENCY REMAINS CENTRAL
Gate has also emphasized its reserve framework and transparency as part of its broader approach to user confidence. The platform states a commitment to maintaining 100% reserve holdings, with reserve coverage positioned above the referenced industry benchmark. For an industry where asset transparency remains a major consideration, publicly communicating reserve strength is an important part of building long-term trust.
FROM PLATFORM TO INFRASTRUCTURE
Gate's evolution since 2013 illustrates how the exchange landscape has changed. What began as a cryptocurrency trading platform has expanded into a multi-asset environment covering spot markets, futures, emerging assets and additional financial products.
That expansion also raises the competitive standard. Users increasingly evaluate exchanges not only by the number of listed assets, but by liquidity, execution, security, transparency, product depth and the ability to operate reliably at scale.
WHY THE RANKING MATTERS
A top-tier position does not come from one metric alone. Trading volume shows activity, liquidity shows market depth, product coverage demonstrates breadth, while reserve transparency addresses an important element of user confidence.
Gate's reported top-three positioning across major areas therefore represents a combination of scale and infrastructure rather than a single headline statistic.
As digital assets move toward a more mature and competitive market structure, exchanges are increasingly judged by the quality of the infrastructure they provide. Gate's continued expansion across spot, derivatives and multi-asset products shows how competition is shifting from simply listing more tokens toward building a broader financial ecosystem.
The latest ranking is therefore another milestone in Gate's longer journey from its 2013 foundation to a platform serving more than 55 million users and competing among the industry's largest venues.
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