Willy Woo: Bitcoin is attempting to form a bottom, with a breakout probability of around 30%
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Jensen Huang's influence surpasses that of Nvidia— and that's exactly the problem
Jensen Huang has been the key driving force behind the massive expansion of AI infrastructure, with his personal credibility and authoritative decision-making deeply embedded in the narrative of the global tech market’s rise over the past three years. Now, as scandals emerge, Nvidia’s trading team is expected to become more conservative and slow down external financing commitments, which undoubtedly worsens the situation for neoclouds already facing tight funding.
Deutsche Bank made significant Q3 purchases of midstream AI application stocks: the three major cloud giants saw increased holdings, with Palantir (PLTR.US) and Salesforce (CRM.US) also favored.
Deutsche Bank has submitted its third quarter 13F holdings report for the period ending September 30, 2026.
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