当你买入1万美元的VanEck半导体ETF $SMH时，你购买的每种股票金额如下：

$2,056 的 NVIDIA $NVDA
$956 的 Taiwan Semiconductor $TSM
$549 的 Advanced Micro Devices $AMD
$546 的 Broadcom $AVGO
$506 的 Texas Instruments $TXN
$461 的 Micron $MU
$453 的 Analog Devices $ADI
$452 的 Marvell Technology $MRVL
$452 的 ASML $ASML
$416 的 KLA $KLAC
$407 的 Intel $INTC
$406 的 Applied Materials $AMAT
$393 的 Qualcomm $QCOM
$384 的 Lam Research $LRCX
$374 的 SK Hynix $SKHY
$207 的 Cadence Design Systems $CDNS
$201 的 Synopsys $SNPS
$124 的 Monolithic Power Systems $MPWR
$118 的 Teradyne $TER
$113 的 NXP Semiconductors $NXPI
$100 的 Astera Labs $ALAB
$96 的 Arm Holdings $ARM
$88 的 STMicroelectronics $STM
$85 的 Microchip Technology $MCHP
$52 的 ON Semiconductor $ON

$NVDA在从近期高点回落之后正面临关键的技术测试。交易员将210至215美元区间视为关键支撑位，而跌破该区域可能会带来进一步的下跌压力。$NVDA潜在的走势可能取决于本周$META和$LRCX的财报及其对AI需求的信号。

NVIDIA $NVDA 现在每名员工创造约700万美元的收入

三年前，这个数字更接近100万美元。

根据ERShares的Joel Shulman的数据，这表明三年来每名员工的收入增加了7倍。

WOW! Deutsche Bank estimates the 5 neocloud deals SpaceX has signed are worth $54.5 BILLION a year

That's 1.175 GW of compute at ~$46B per GW, the high end of the $30-50B/GW range SpaceX mentioned previously

And the last 2 customers (not disclosed) are paying $60M+ per MW, which is absolutely unheard of

Here's the part everyone should be paying attention to: the PRICE of compute is going up, not down

Customer #1 (Anthropic, which took all of Colossus 1) signed at ~$31M per MW on older H100/H200/GB200 chips
Google signed at ~$50M per MW on GB300s
The two newest customers are at ~$60M+ per MW

That's roughly 2x the price per MW from the first deal to the latest (now they are smaller deals from the first deal, so thats likely why they are paying more, but even vs. Google its much higher)

Elon mentioned he expects 660k GB300s coming online by the end of year, bringing the total energized compute available to ~2.6 GW, more than 2x what's rented out in this table

At the same pricing, that's a line of sight to $100B+ in ARR from AI compute alone, not counting xAI revenue (which should be much higher thanks to GrokBot), rocket launches or Starlink

Milk Road PRO members got the call to buy $SPXC when it was <$115 and based on these numbers I think we'll never get a chance to buy at that price again. For more calls like this this (and more insights on when to buy/sell SpaceX), check out Milk Road PRO here:

🚨 NVIDIA $NVDA IS BACK ABOVE A $5.5 TRILLION MARKET CAP

The stock is up 20.45% over the past quarter alone, now at $231.91.

今天，我们与100多个行业合作伙伴一起，推出了NVIDIA Open Agent Safety Platform，将OpenShell和Sentry整合在一起。人工智能是一项非凡的技术，将为未来的发现、生产力、安全、健康和繁荣带来进步。但只有当人们确信AI是在安全和负责任的情况下构建和部署时，其全部潜力才能实现。这不仅仅是一个单一的产品。这是建立一个开放生态系统的开端，旨在为安全的代理系统构建信任层。我们一起在构建AI经济的基础。信任和创新并不冲突。安全是赢得信任的方式。我们必须不仅构建最强大的AI，还要构建最受信赖的AI，以便这项非凡的技术能够为世界实现其巨大的承诺。

Bitget的$NVDA永续合约流动性也已到位，以支持AI热潮。在关键价格水平上，Bitget提供的流动性比排名第二的交易所更深：• 5 bps处深1.2倍• 10 bps处深1.2倍• 50 bps处深1.4倍更深的深度意味着当AI交易升温时执行效率更高。