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$NVDA

5 pieces · Jul 2024 to Jun 2026 · 1 flagship

Sectors

AI4 DePIN3 Perps1 Hyperliquid1 Macro1 RWA1

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Coverage per year

32024

12025

12026

Price and coverage

Nvidia $NVDAEquity

Calls: None yet
Since first piece: +88%
vs BTC: +57%
Now: $212.21

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $NVDA

Article30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.Market take04 Sep 2024Macro setup into the Sept 2024 FOMC: rate cut odds and the 2007 parallelWalks through the key US data week and the 2007 rate-cut parallel. Cites CME odds of 59% for 25 bps and 41% for 50 bps, expects volatility but a 25 bps cut, and flags idle stablecoin liquidity as potential firepower.Thesis27 Jul 2024Tokenized GPUs as an RWA: Compute Labs GNFTs on io.netArgues tokenizing H100 GPUs as fractionalized GNFTs gives retail income-generating exposure to AI compute beyond NVDA stock, while decentralizing io.net's supplier base.

Timeline · every piece, newest first

2026 1

18 Jun 2026ModelPhi: 10 AI models trading HIP-3 markets with $500 eachExperiment where flagship models from ten labs each trade stocks and commodities as HIP-3 perps with $500, rebalancing 4x a day and seeing each other's books. The first 7 days run in paper mode before moving to real wallets.Build logAIPerpsHyperliquid

2025 1

30 Jan 2025DeepSeek: Implications for DePIN and the broader AI SectorLong-form article on DeepSeek R1's claimed sub-$5M training cost, its MoE and sparse activation design, and what it means for GPU scarcity and decentralized GPU networks like io.net. Covers closed vs open models and DePIN challenges.ArticleAIDePIN

2024 3

12 Sep 2024io.net vs Nvidia: a $233B daily move equals 179x IO FDVFrames io.net as a way to access scarce institutional GPUs at low cost, noting Nvidia's one-day $233B market cap swing equals 179x IO's FDV. Argues IO is undervalued.Market takeDePINAI

04 Sep 2024Macro setup into the Sept 2024 FOMC: rate cut odds and the 2007 parallelWalks through the key US data week and the 2007 rate-cut parallel. Cites CME odds of 59% for 25 bps and 41% for 50 bps, expects volatility but a 25 bps cut, and flags idle stablecoin liquidity as potential firepower.Market takeMacro

27 Jul 2024Tokenized GPUs as an RWA: Compute Labs GNFTs on io.netArgues tokenizing H100 GPUs as fractionalized GNFTs gives retail income-generating exposure to AI compute beyond NVDA stock, while decentralizing io.net's supplier base.ThesisRWADePINAI

Often covered with

io.net71 Nvidia20 Hyperliquid113 DeepSeek10 OpenAI13 Federal Reserve9 Polymarket11 Aethir26

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