Morgan Stanley: Expects NVIDIA Q4 Earnings to Be Strong, Growth Fueled by AI Boom Showing No Signs of Slowing
**Morgan Stanley’s Moore: NVIDIA Q4 Strong, Full-Year Forecasts Have Upside**
Morgan Stanley analyst Joseph Moore and his team project robust fourth-quarter results for NVIDIA and express confidence in the chipmaker’s full-year performance.
The analysts note NVIDIA’s Q4 revenue is expected to exceed expectations by nearly $3 billion, with a quarter-over-quarter (QoQ) increase of $8 billion—signaling growth has not slowed.
Moore adds the $64 billion full-year revenue forecast still holds upward potential of $2 billion or more, and notes the $72 billion consensus expectation is relatively conservative.
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Tether CEO Teases Launch of Cryptocurrency Debit Card Business with Preview Video
On February 25, Tether CEO Paolo Ardoino dropped a teaser video yesterday, featuring a metallic app icon that looks like a bank card. The crypto community is speculating Tether will launch a crypto debit card service.
### Notes on American English adjustments:
1. **Date framing**: Added "On" before the date (standard for American news style).
2. **Casual, natural verbs**: Used "dropped" (common in U.S. tech/crypto discourse for sharing teasers) instead of "released"; "looks like" (more conversational than "resembling" for quick updates).
3. **Flow**: Split the long sentence into two for readability (fits U.S. short-form news conventions).
4. **Clarity**: Kept "crypto community" explicit (aligns with U.S. audience familiarity with the term).
No extra information added—strictly aligned with the original content while adapting to American language habits.
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Trader 0xRay has increased their long position on Nvidia to $16.4 million, now holding the largest on-chain NVDA long position
On February 25th, per Coinbob’s popular address monitoring (via
https://t.me/Coinbob_track_CN), renowned crypto trader Ray (X: @0xRay518) has boosted leverage to 6x on his NVIDIA (NVDA) perpetual contract long position over the past 24 hours.
The additional capital allocated totaled roughly $2.019 million, with an average entry price of $192.83—expanding his total position size to $16.4 million and nudging his average entry price slightly higher to $190.1. His position’s current unrealized profit stands at ~$290,000 (an 8.68% gain), with a liquidation price of $162.56.
First opened on February 18th, this position is now the largest NVDA long position on the Hyperliquid platform. The address has also closed all its Micron (MU) long positions, currently holding only a single NVDA position.
Previous trading records show Ray opened an NVDA long position in November 2023 at an average price of $177, gradually adding to the
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Spot Gold Hits $5200/Ounce, Silver Surges 4% Intraday
On February 25, Bitget market data shows spot gold hit $5,200 per ounce, posting an intraday gain of 1.13%.
Spot silver surged 4% intraday and was last trading at $90.67 per ounce.
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Coinbase CEO Calls on UK Users to Sign Petition for Stablecoin Regulation, Urges Government to Appoint Blockchain Transaction Commissioner
On Feb 25, Coinbase CEO Brian Armstrong stated that the UK’s ongoing stablecoin regulation finalization could undermine the country’s competitiveness in the global digital economy. For example, the Bank of England has proposed capping the amount of stablecoins individuals and businesses can hold.
The UK has long been a global financial hub—embracing and fostering innovation, particularly as other nations advance rapidly, is critical to maintaining that position. However, the current regulatory direction runs counter to this, and it will stifle innovation.
Armstrong is calling on UK users to sign a petition from StandwithCrypto. The petition advocates for stable, tokenized regulatory frameworks that drive innovation, including: supporting interest-bearing stablecoins, preserving their role as wholesale settlement assets, exploring government blockchain use cases, appointing a dedicated blockchain and cryptocurrency affairs chief, and more.
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