The semiconductor industry is not just Nvidia—my “industry-chain perspective” holding logic
Many new investors think buying semiconductors means buying NVDA. In fact, the semiconductor industry chain is long, and different stages follow different logic. On Gate, besides NVDA, I also bought ARM and TSMC—here’s why.
Upstream: Equipment and materials
Representing: ASML, Applied Materials, Tokyo Electron
Logic: Chipmakers expanding production must first buy equipment, which serves as a leading indicator. ASML monopolizes lithography machines, but its stock price is too expensive, so I didn’t b

NVDA-3.06%

TSM-1.55%

ASML0.99%

AMAT2.87%

View Original

Reward
like
Comment
Repost
Share

CryptOpus

1h ago

Whale Alert: #Hyperliquid Whale (0x9e8c) Long #HYPE with 10x leverage, entry price $73.0174, position value $2.98M. Source: CoinGlass
#crypto

HYPE2.15%

1 Likes

Reward
1
1
Repost
Share

GateUser-e750cf9d:

More or empty

RuofengTalksCrypto

1h ago

$AAVE 81.48 Positioning for a short, now reporting 76.1, capturing +467.63% increase, someone previously made a profit of $16,100 per trade. Strategy adjustment: recommend taking 80% profit, remaining position to gamble on subsequent key levels; stop loss executed as planned. The current price is no longer suitable for entering; those who didn't follow should wait and observe, awaiting my next clear signal.
$BTC $ETH

AAVE0.25%

BTC-1.82%

ETH-4.31%

View Original

Reward
like
Comment
Repost
Share

Falcon_Official

1h ago

📢 Gate Square | Hot Topic 6/3: #BTCBottomAt66000
The crypto market saw a sharp pullback on June 3, with most assets down 2%–6% over the past 24h. BTC fell 6.03% below $67K, ETH dropped 6.52% below $1,900, and the AI sector declined 6.06%. Is this the best dip-buying opportunity? 🤔
🎁 Share your trade ideas & 5 lucky users will split $1,000 Position Voucher!
💬 Topics:
1️⃣ Is now a good time to buy the BTC dip? Share your outlook.
2️⃣ HYPE and ZEC are moving against the trend. What other resilient tokens are on your watchlist?
Join the discussion: https://www.gate.com/post
📅 Ends: Jun 5, 18:

BTC-1.82%

ETH-4.31%

HYPE2.28%

ZEC11.11%

Gate_Square2026-06-03 10:41:50

2 Likes

Reward
2
1
Repost
Share

HighAmbition:

good information

***dlandUK

1h ago

Awesome to see strength in the quality tokens right now! 🔥
$VVV +14% (ATH)
$HYPE +4% (Pushing ATHs)
$NEAR +15% (above $3)
All three of them I've mentioned constantly for the last two months 📈

VVV19.37%

HYPE2.28%

Reward
like
Comment
Repost
Share

Crypto_Buzz_with_Alex

1h ago

#ShareYourUSStocksWinNvidia
📈 Technical Analysis on NVDA – Why I Am Watching Nvidia Closely
Having analyzed the NVDA's daily chart, I still think that the stock has a very bullish market structure despite some recent volatility.
The first reason to be positive about Nvidia is the way it makes new highs and new lows constantly over the past months. The recent rise to its April's highs once again proves strong buying pressure and supports the idea that investors consider Nvidia as the key player among companies who benefit from AI revolution.
🔍 My key takeaways from the chart:
• Price moves a

NVDA-3.06%

GateSquare2026-06-03 13:03:48

Gate Square "Stock Trading Sharing Challenge" is ongoing. Use the hashtag #分享美股交易赢英伟达股票 to post content related to U.S. stocks for a chance to win Nvidia stock rewards.
Content Types
Trade sharing posts, position screenshots
Single U.S. stock trend analysis (Nvidia, Apple, MicroStrategy, etc.)
Industry sector logic interpretation (AI, semiconductors, energy, etc.)
Gate stock trading service product experience
Reward Setup
Top 1-3: Each person wins $50 worth of Nvidia stock
Daily best trade analysis (7 people total): Each person wins $20 worth of Nvidia stock
Sunshine Award for 100 people + Newcomer First Post Award for 100 people: Each person wins $2 worth of Nvidia stock
📅 Event duration: June 1, 16:00 to June 8, 23:59 (UTC+8)
👉 Participate now: https://www.gate.com/announcements/article/51466
#分享美股交易赢英伟达股票

3 Likes

Reward
3
7
Repost
Share

HighAmbition:

To The Moon 🌕

RiverOfPassion

10m ago

Valuation Disputes — What Signals Are Hidden in the Pricing Clash Between Morgan Stanley and Morningstar?
While SpaceX’s IPO valuation may appear to be market consensus, there are major disagreements among professional investment institutions. This disagreement itself is an important signal—it is not only about the pricing of SpaceX, but also about whether the entire AI and aerospace sector is being excessively overvalued.
Morningstar’s $78 billion — Less than Half of the Target Valuation
Morningstar recently valued SpaceX at $78 billion, which is less than half of its IPO target valuation. Th

MS-1.98%

LMT2%

BA-1.48%

POLYMARKET-15.24%

View Original

IPOs before 2027?

SpaceX

1.01x

99%

OpenAI

1.30x

77%

$11.66K Vol+32 more

Reward
like
Comment
Repost
Share

Luna_Star

40m ago

#分享美股交易赢英伟达股票
WHY WARREN BUFFETT REDUCED APPLE HOLDINGS AND WHAT IT REALLY MEANS
On March 31, 2026, Warren Buffett gave a rare interview after stepping down as Berkshire Hathaway’s CEO, where he made a striking admission about Apple. He said he sold Apple “too soon,” a short statement that captured years of portfolio decisions, massive gains, and equally large reductions. This refers to a position Berkshire built starting in 2016, grew into its largest equity holding ever, and then gradually reduced from late 2023 onward. At its peak, Apple became more than just a stock for Berkshire; it rep

NVDAON-4.44%

Reward
like
Comment
Repost
Share

Jellee1

1h ago

No position in $ONDO yet, but if this keeps coiling within a pennant-like structure, it might be time to reconsider that.
Fundamentally sound project to own in the next cycle as well.
Added this one to the watchlist again.

ONDO19.5%

Reward
like
Comment
Repost
Share

Surrealist5N1K

49m ago

#GatePartnersWithAlpacaToBridgeCryptoAndStocks #GatePartnersWithAlpacaToBridgeCryptoAndStocks 📈🤝🚀
Lines are gradually disappearing in the world of finance.
Crypto and traditional markets are no longer two separate worlds.
Here's what I did:
I didn't see this development just as a partnership announcement. Because the bridge between Gate.io and Alpaca could be an important sign of how investors will access assets in the future.
⸻
🔍 Why Is This Important?
For many years, investors had to switch between different platforms:
* Separate platforms for crypto
* Different brokerage

PHB19.69%

HYPE2.15%

HYPER-1.72%

View Original

1 Likes

Reward
1
Comment
Repost
Share

QiuRong

45m ago

Crossing the Bosporus Strait
Seeing the spectacular Bosphorus Bridge
Then we’re back on the Asian side in Üsküdar
Taking a taxi from Şişli to Beşiktaş costs just 7 dollars
Then Ethereum fell by 150 dollars in a single day yesterday
So Ethereum’s depreciation rate has outpaced the Turkish lira
Am I wrong about what I said, everyone?

ETH-4.31%

View Original

Reward
like
Comment
Repost
Share

AsakiSaysTrends

1h ago

I didn't notice, $AIA it just took off 😂 A few days ago in the morning when it was at 0.07412, I already felt something was off: the momentum was oscillating upward, and the buying volume was obviously heavy. I was shouting earlier to everyone to lay in long positions. I didn't expect it to actually reach 0.08083 in one go, and now it's stable around this level. This wave has gained about +222.15%. My suggestion next is: take profit on 80%, use the remaining 20% to gamble with profits, and execute stop-loss as planned, roughly, relatively safe. Friends who didn't catch up, don't worry, there

AIA20.74%

BTC-1.82%

ETH-4.31%

View Original

Reward
like
Comment
Repost
Share

Volodymyr11

11m ago

#Bitcoin Market Cycle Index: Fear Zone 📉
📝 The Market Cycle Index currently sits at 21.4, deep in the green "Fear (20)" zone on the chart. This value is just above the extreme fear threshold.
📍 Historically, such readings below 20 have marked $BTC accumulation phases in past cycles, visible in 2012, 2014, 2018, and 2022. The index is currently at similar low levels.
💡 This indicates a potential market bottoming process or extended consolidation. Monitoring for the next structural shift from these levels is key.

BTC-1.82%

Reward
like
Comment
Repost
Share

十一

23m ago

【$IN Signal】Bullish continuation, 4H Bollinger upper band breakout, funding rate pressure on shorts
$IN 1H RSI 81.06, buying momentum not exhausted, 4H Bollinger upper band at 0.1053 has been broken through by the candle body, current price above the outer band. MACD 1H histogram is starting to shrink, but the 4H trend remains bullish_expanding, the bullish structure is complete. Funding rate at 0.0608%, short positions have high entry costs, potential for short squeeze. Market depth Bid/Ask Ratio 1.04, orderly buy orders below, selling pressure not yet out of control.
🎯Direction: Long
⚡Ent

IN21.91%

View Original

Reward
like
Comment
Repost
Share

Web3LightRain

33m ago

I can't even bring myself to open my wallet anymore. I thought I was waiting for love, but it turned out to be green.

Reward
like
Comment
Repost
Share

EleventhQuantification

53m ago

【$BTC Signal】Short position + Deep imbalance with weak rebound
$BTC Order book sell order density is 5 times that of buy orders, deep imbalance -71%.
The 4H Bollinger Bands are opening downward, with the middle band at 70313 forming strong resistance.
The 1H MACD shows a golden cross but the bars are noticeably shortening, indicating fading rebound momentum.
Intraday oversold areas show signs of a rebound, but buying pressure has not sustained, and the short-term defense line remains solid.
🎯Direction: Short
⚡Entry/Order: 66,700 (enter directly within the range)
🛑Stop loss: 67,

BTC-1.83%

View Original

Reward
like
Comment
Repost
Share

CryptOpus

22m ago

JUST IN: 🟠 $12.6 trillion Charles Schwab launches 24/7 #Bitcoin futures #trading 🚀
#cryptocurrency
bitcoin:native

BTC-1.83%

Reward
like
Comment
Repost
Share

NekoZz

1h ago

🐋 WHALE WATCH: Zcash just stopped producing blocks on June 3 .
InfinityHedge reports the network has been completely down for four hours.
Privacy coins rely on perfect execution and this is a massive red flag.
Capital usually rotates out of networks that fail to maintain basic operations.
Are you still holding $ZEC here ?

ZEC11.11%

Reward
like
Comment
Repost
Share

Bidashi

1h ago

Subscription discount half price to 5.5gt, ends tonight
This morning, Ethereum at 1825 successfully bottomed out, Bitcoin at 65500 successfully bottomed out, can open orders and immediately post updates, follow the updates for a long-term win rate of over 80%, what contracts need is stable win rate.
Spot recommended in April, near coin, recently surged over 100%.
May's recommended coin, XLM, which can be heavily bought, also rose 100% and sold half the position, making a big profit.
Next, there will be more large surges in spot coins.
Subscription updates will provide contract entry

ETH-4.31%

XLM5.21%

View Original