# Crypto cash rotating into AI — ride the momentum on Alphabet and Nvidia

_AI-generated trading idea · LONG · GOOGL, MSFT, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/crypto-cash-rotating-into-ai-ride-the-momentum-on-alphabet-a--ef084d96-22d0-407c-afa6-249b52b52fe6

Investors are rotating out of crypto and into artificial intelligence stocks ahead of SpaceX's record-breaking IPO. At the same time, Google parent Alphabet just announced an $85 billion raise to aggressively fund its AI infrastructure.

## Idea

Crypto traders are cashing out and moving their money directly into AI and tech stocks, creating a wave of new buying power. SpaceX is targeting a $1.75 trillion valuation, and Alphabet just upsized its fundraising to a massive $85 billion to dominate the space. This massive concentration of capital means the biggest AI players are likely to keep trending higher in the short term as hype builds. Ride this wave by sticking with the companies actually receiving these billions in investment.

## Key details

- Symbols: GOOGL, MSFT, NVDA
- Timeframes: 1d
- Tags: \#tech, \#ai, \#momentum

## Community

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## News sources

- [SpaceX targets fixed $135 IPO roadshow price at $1.75 trillion valuation, source says](https://www.cnbc.com/2026/06/03/spacex-ipo-stock-price-roadshow-musk.html) — CNBC
- [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
- [Alphabet Upsizes Equity Offering to $85 Billion for AI Spending](https://www.bloomberg.com/news/articles/2026-06-03/alphabet-upsizes-equity-offering-to-85-billion-for-ai-spending) — Bloomberg

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