# Money rotates out of crypto and into AI as Bitcoin crashes — ride the Nvidia momentum

_AI-generated trading idea · LONG · NVDA, SMH_

> Canonical page: https://commonquant.ai/research/for-you/money-rotates-out-of-crypto-and-into-ai-as-bitcoin-crashes-r--63bf810b-65da-4eee-8eeb-f86935cb20d2

As Bitcoin crashes, analysts note that investors are rotating their money out of crypto and directly into surging AI stocks, which continue to show massive profitability.

## Idea

Money doesn't just disappear from markets; it moves between sectors. Analysts are observing a direct rotation out of cryptocurrencies and into high-flying AI stocks. With Nvidia raking in nearly $20 billion in profit over just the last five months, it remains the primary magnet for this shifting capital. As crypto traders look for safer ground with better growth potential, AI leaders like Nvidia are likely to catch a bid and continue their upward trend.

## Key details

- Symbols: NVDA, SMH
- Timeframes: D
- Tags: \#stock, \#ai, \#momentum

## Community

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## News sources

- [Nvidia Has Racked Up a Nearly $20 Billion Profit Over the Last 5 Months From an Unlikely Source](https://finance.yahoo.com/markets/stocks/articles/nvidia-racked-nearly-20-billion-112600300.html) — Yahoo Finance
- [Bitcoin briefly drops below $62,000 as $1.5 billion in crypto longs get wiped out](https://www.coindesk.com/markets/2026/06/04/bitcoin-drops-below-usd62-000-as-usd1-5-billion-in-crypto-longs-get-wiped-out) — CoinDesk

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