AMD topped Q2 forecasts yet shed 8% in share value, reviving scrutiny of Bitcoin's trading linkage to high-beta tech and semiconductor names.
▸ August 5, 2026 · James CorriganLongs at 58.5%, funding barely positive, RSI at 54 — BTC sits boxed between pivot and R1 as Micron and Intel redraw semiconductor capex.
▸ July 11, 2026 · Aisha RahmanBitcoin's H1 drawdown outpaced gold and silver losses but trailed ETH and SOL, while semiconductor equities absorbed the risk-on flow crypto desks wanted.
▸ July 7, 2026 · Aisha RahmanNVDA trades at $196 with a $4.78T cap and 22x forward earnings, yet AMD and Intel have outrun it by triple digits in 2025.
▸ July 7, 2026 · James CorriganNVDA trades near $195.56 with longs still paying 0.0096% funding, but the stock sits 18% off its June high while semis surge 59% YTD.
▸ July 7, 2026 · Aisha RahmanBitcoin rebounds from sub-$58K on July 1 to $62,706.96 as semiconductor ETFs and GPU-hosting miners pull back from record highs.
▸ July 4, 2026 · Tomas Keller
