Three AI Stocks That 'Pulled an Apple': Catching the Next Breakout with Nexus

Saturday, Aug 23, 2025 11:12 am ET2min read
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Three AI stocks have pulled off "Apple-like" breakouts, with AvePoint Inc. (AVPT) seeing a 105% gain after unveiling an AI-powered information lifecycle management platform, and Blend Labs experiencing a 100% increase after launching an AI-driven mortgage automation solution. These stocks are part of the AI innovation cycle, where upstarts often outperform incumbents. My Nexus system has identified these and other AI Income Events, and we are spotting the next round of breakthroughs.

In a recent statement that has garnered significant attention, Nvidia (NVDA) CEO Jensen Huang hailed Taiwan Semiconductor Manufacturing Company (TSM) as "one of the greatest companies in the history of humanity." This endorsement, shared on August 22, 2025, underscores the pivotal role TSM plays in the global semiconductor industry, particularly in powering AI advancements. The statement has several implications for both the stock market and the cryptocurrency sector.

Nvidia's reliance on external foundries, including TSM, for manufacturing, assembly, and testing of its GPUs highlights the symbiotic relationship between the two companies. TSM's expansion of CoWoS advanced packaging capacity through 2024 and 2025 to meet surging AI accelerator demand underscores the strategic importance of this partnership. This development could boost investor confidence in both NVDA and TSM shares, potentially leading to short-term price surges. Traders might consider entry points around current support levels for NVDA, which has hovered near $120 in recent sessions, watching for resistance at $130. Meanwhile, TSM's trading volume could spike, offering day trading setups with tight stop-losses below recent lows [1].

The impact of Nvidia's influence extends to cryptocurrencies, particularly those in the AI sector. Tokens like Fetch.ai (FET) and Render (RNDR) have shown strong correlations with NVDA stock movements. For instance, during Nvidia's earnings beats in 2024, FET saw 15-20% rallies within 24 hours. Huang's praise for TSM could enhance optimism around AI infrastructure, potentially lifting AI crypto prices. Traders should look for volume increases in FET/USDT pairs on major exchanges, targeting breakouts above $1.50 for FET with a 24-hour change monitoring. Risk management is key, as volatility in crypto can amplify stock-driven moves—consider hedging with Bitcoin (BTC) positions, given BTC's role as a market bellwether [1].

From a broader trading analysis, this event underscores the interconnectedness of stock and crypto markets. Nvidia and TSM's advancements in chip technology directly fuel AI applications, which in turn boost demand for decentralized AI networks in Web3. For stock traders, options strategies like covered calls on NVDA could capitalize on potential volatility, while crypto enthusiasts might explore long positions in ETH-based AI projects, anticipating ether (ETH) price support around $3,000. Market indicators such as the Nasdaq-100 index, which includes NVDA, often preview crypto trends; a 1% uptick in Nasdaq futures could correlate with 2-3% gains in AI tokens. To optimize trades, focus on timestamps: monitor pre-market openings for NVDA and TSM, aligning with crypto's 24/7 liquidity. Overall, this endorsement presents a bullish case for integrated portfolios, blending tech stocks with crypto for diversified exposure to AI growth [1].

Looking ahead, Huang's statement could influence long-term institutional flows, with analysts predicting increased investments in semiconductor supply chains. This might pressure competitors, but for traders, it signals buying opportunities in undervalued AI plays. In crypto, watch for on-chain activity spikes, such as higher transaction volumes in RNDR, which hit 500 million in daily trades during similar hype periods last year. Support levels for BTC at $60,000 remain crucial, as any dip could drag AI tokens lower. Ultimately, this narrative reinforces AI as a mega-trend, offering traders actionable insights: scale into positions gradually, use moving averages for entries, and stay alert to geopolitical risks affecting TSM's Taiwan-based operations. By integrating stock and crypto analysis, investors can navigate this evolving landscape with informed strategies [1].

References:
[1] https://blockchain.news/flashnews/nvidia-nvda-ceo-jensen-huang-calls-tsmc-tsm-a-historic-great-2025-signal-for-ai-chips-and-crypto-market-impact

Three AI Stocks That 'Pulled an Apple': Catching the Next Breakout with Nexus

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