2026 Start-of-Year Observation: Nvidia AI Chips Soar, MicroStrategy Bets on Bitcoin with 650,000 Coins Hoarded

2025-12-03 15:20:20

[Crypto World] At the start of 2026, the stock price trends of several tech giants began to diverge.

NVIDIA’s AI chip business continues its explosive growth—quarterly revenue soared straight to $57 billion, and they also acquired a partial stake in Synopsys. According to a certain data platform’s prediction, the stock price might hit $195 at the beginning of the year, and is likely to hover around $180 in March.

Things aren’t as rosy for Apple. In early March, it’s expected to dip slightly by 0.26%, dropping to $285.46, but might rebound to $305 before the end of the month. With internal executive reshuffling and Intel’s AI chip supply chain running into issues, market sentiment is a bit delicate.

The most impressive is still MicroStrategy—even though the company has recently slowed its pace of Bitcoin purchases, it’s already hoarded 650,000 BTC, worth about $54.9 billion at current prices. Some analysts predict its stock price could surge by 61.72% on January 1, shooting up to $277.23.

Traditional tech stocks are competing in AI, while crypto concept stocks are betting on Bitcoin. Two paths, completely different strategies.

BTC-1.81%

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RumbleValidator

· 12-04 14:21

Those 650,000 Bitcoins held by MicroStrategy—that number deserves a closer look. $54.9 billion, from another angle, is the biggest bet ever placed on the reliability of the Bitcoin network. When it comes to the stability of validation nodes, institutions have the most say. So what does it mean when they accumulate so much? It shows that the consensus mechanism can stand the test, and that's the core logic here.

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SurvivorshipBias

· 12-03 20:09

Nvidia is really on a roll this time, with $57 billion in quarterly revenue taking off directly, but I still think MicroStrategy’s 650,000 BTC is the real bet here.

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GasOptimizer

· 12-03 15:47

Saylor is really something else. With 650,000 BTC, he’s cemented himself at the top of the crypto world. If this crashes, it’s going to be so awkward. Nvidia’s $57 billion in single-quarter revenue? The AI boom just won’t stop, but it feels like prices are almost maxed out. MicroStrategy’s bet is pretty huge. Going all-in on Bitcoin—if they win, they’ll brag about it forever; if they lose… well. Apple’s performance is a bit disappointing this time. Issues in the chip supply chain are a real problem. Hoarding coins is truly a game of faith. Saylor daring to go all-in shows he’s completely committed to his belief in Bitcoin.

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PessimisticOracle

· 12-03 15:45

Really, MicroStrategy's move... 650,000 Bitcoins, that's basically betting everything they've got. I think it's only a matter of time before they take a hit. NVIDIA is soaring again, $57 billion in quarterly revenue is honestly outrageous, but when will this bubble burst? Apple seems a bit sluggish, the supply chain has really become a bottleneck.

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ser_ngmi

· 12-03 15:41

Nvidia really can't hold it anymore this time, $57 billion in single-quarter revenue is taking off. MicroStrategy hoarding 650,000 BTC? This guy is really all in, that's a big bet. Apple's been in an awkward spot lately, dragged down by Intel.

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memecoin_therapy

· 12-03 15:30

NVDA’s $57 billion in single-quarter revenue is really impressive, but $195 feels risky... But compared to that, MSTR’s 650,000 bitcoins is even crazier. I really don’t understand the strategy of going all-in on bitcoin.

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liquiditea_sipper

· 12-03 15:24

Nvidia’s recent performance is really impressive, but I’m even more bullish on what MicroStrategy is doing... Holding 650,000 BTC is truly a madman’s move. MicroStrategy’s strategy is brilliant—using company assets to accumulate coins, which is basically a leveraged long on Bitcoin. Nvidia’s $57 billion single-quarter revenue sounds great, but the chip market has its limits, and it’s hard to say how long this can last. Apple is probably going to have a tough time for a while—supply chain issues aren’t something that can be solved in just a month or two. The most outrageous move in the crypto world is still MicroStrategy, openly investing in BTC under the company’s name. If this play works out, it’ll truly be a textbook example.

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MeaninglessGwei

· 12-03 15:21

NVIDIA really can’t hold it together this round, $57 billion in a single quarter just skyrocketed. MicroStrategy holds 650,000 BTC, are they really serious or is this just another big gamble? How did Apple end up getting left behind? Hilarious. When it comes to chips, NVIDIA still calls the shots in the end. MicroStrategy is still stubbornly hoarding, I just want to see what they can actually achieve with it. A 61.7 percentage point surge in one month? Uh, is this data for real?

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