The left hand scrolls to NVIDIA's plunge, while the right hand scrolls to TRX "long-distance champion." A poster from Huobi HTX allows these two images to appear in the same watchlist.
Imagine a night in the crypto group. The previous message was about "Silicon Valley's last pure love god," and someone replies: NVIDIA made a profit from early shorts. Scrolling down, someone shared a picture of TRX beating BNB, claiming that long-distance runners are more reliable. Finally, Huobi HTX released a poster announcing that NVIDIA-related tokens will also have USDT spot trading pairs.
Alright, in the same account, the left hand watches TRX, and the right hand watches NVIDIA. But when it comes time to place an order with USDT, how much are these two stories worth individually?
On November 5, NVIDIA dropped from the previous trading day's $196.07 to $181.60. Assuming the positions were opened and closed exactly at these closing prices, going short on each share could earn $14.47 in gross price difference. If one waits to short after a significant drop, with a rebound to $186.64 the next day, calculating based on the closing price, each share would actually show a floating loss of $5.04. Neither of these calculations includes trading costs. Historical data · Closing price on November 6
NVIDIA common stock closing prices for three trading days, in US dollars.
The group friend's remark "made a profit from early shorts" is most valuable for the word "early." Pushing the entry time back by a day, the story shifts from making a profit to taking a loss. Now what if we buy it in reverse? First, take $186.64 for a small test: how much would you be willing to pay for NVIDIA to earn $1 in the coming year?
First Image | NVIDIA has dropped, how much would you pay?
NVIDIA's revenue for the second quarter of fiscal year 2027 is $96.2 billion, a 106% year-over-year increase. Among this, data center revenue is $89 billion, accounting for about 92% of total revenue. Management's guidance for the next quarter's revenue is $108 billion, with a fluctuation of 2%, which is a median increase of about 12%. The growth is heavily focused on data centers; if cloud vendors delay starting data centers or adjust their purchasing pace, it could significantly impact quarterly numbers.
There’s another figure easily overlooked amid the revenue. The non-GAAP gross margin from the last quarter was 75%, and the median guidance for the next quarter is 74%. Based on $108 billion in revenue, a single percentage point translates to about $1.08 billion in gross profit. The quantity sold must be viewed alongside the final profit left.
NVIDIA’s financial report and guidance
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
Calculating the stock price backwards, assuming the market gives a 25 times price-to-earnings ratio one year from now, to maintain $186.64, the corresponding annual earnings per share would need to be $7.47. Switching to a 20 times ratio raises the threshold to $9.33.
$8.88 comes from the previous quarter's non-GAAP earnings per share of $2.22 multiplied by four, used purely for calculation. If profits are the same, how many multiples the market is willing to pay can convert the same transaction from an increase to a decrease. The key now is whether the pace of profit realization can keep up with the valuation the market gives it.
NVIDIA will announce its financial report at midnight on November 18 Beijing time. By then, we can see if revenue exceeds the company’s upper guidance of $110.16 billion, if the gross margin stabilizes around 74%, and if the new guidance can lead the market to revise up profit expectations. Company guidance and market consensus expectations should be compared separately.
NVIDIA earnings report schedule
Second Image | TRX ran ahead, where is the finish line drawn?
Back to the second image in the group. TRX is up 8.85%, BNB is down 30.03%, the green column is perfect for an emoji. But we just experienced how shifting NVIDIA’s entry time back a day can turn profits into losses. Now it’s TRX's turn; it’s worth asking: when exactly did this long-distance race start? The screenshot didn't reveal the complete starting and ending dates. To award five tokens, TRX, BTC, ETH, BNB, and SOL must at least start from the same starting line.
TRX and BNB comparison in social media screenshot, full statistical period not displayed.
Let's switch to a more recent window. On November 9, during intraday trading, TRX hovered around $0.316 to $0.319. A snapshot from the same market source was about $0.3169, which is about 4% lower than the October 28 closing price of $0.3299. CoinMarketCap still ranks TRX at number 8, with a market cap of about $30 billion. In other words, if you only initiated a purchase at the end of October, the term "long-distance champion" doesn’t cover the approximately 4% drawdown in your account. TRX daily chart · TRX market cap and ranking
At this moment, the USDT on the HTX poster deserves a closer look. It has different roles on both sides. On TRON, USDT transfers are a window to observing network usage. In the HTX announcement, USDT serves as the quoting and settlement asset for NVIDIA-related tokens. If the USDT transfer amount on TRON increases, it’s also worth checking if active addresses and resource consumption have kept pace; several large fund relocations could elevate the transfer amounts. However, using USDT for transactions on the exchange alone cannot indicate an additional transfer on the TRON chain.
Therefore, after placing these two images in the same watchlist, I will assign each a question. For NVIDIA, check the earnings report to see how much profit remains after AI expenditures. For TRX, look on-chain to see how much demand for tokens stablecoin activity can bring. The accounts can be shared, but the reasons for buying must be each articulated separately.
Usually watching TRX, but also want to track NVIDIA?
You can register on Huobi HTX through my invitation link, first adding TRX to your watchlist, then checking the listing announcement for NVIDIA-related tokens.
Register on Huobi HTX through my invitation link
https://jump.do/zh-Hans/xlink-proxy?id=4
Third Image | Now that USDT is here, let’s see what’s been bought
The HTX announcement lists 20 US stocks tokens and ETF-related assets, including NVIDIA and Tesla, and states that USDT spot trading pairs will gradually be opened. The specific opening times depend on platform announcements and trading pages.
Huobi HTX US stock token launch announcement, specific opening status subject to platform announcements.
The initial $14.47 was calculated based on the NASDAQ common stock price for the short sale price difference. The poster announces the USDT spot trading pairs. To determine if shorting is possible, one needs to separately check the status of corresponding borrowing or derivatives. To buy tokens, it is essential to see how they track the underlying stock, the transaction price versus the underlying stock price, and the rights of holders and redemption terms.
Register on Huobi HTX through my invitation link
https://jump.do/zh-Hans/xlink-proxy?id=4
Receive a 1500 USDT welcome gift
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