On the eve of NVIDIA's earnings report, CBB, 0xRay, and Continue Capital all hold positions worth tens of millions, waiting quietly for the market trend

GateUser-6433627c · 2026-02-25T09:34:45+00:00

Despite the market focus on upcoming Nvidia earnings reports, traders and institutions have formed a clear long-short standoff in NVDA contracts, with positions totaling tens of millions of dollars. Multiple participants are simultaneously positioning in AI industry chain-related stocks, indicating a forecast of market sentiment.

GateUser-6433627c

2026-02-25 09:34:45

Abstract generation in progress

On February 25th, according to Coinbob’s popular address monitoring, Nvidia’s earnings report will be released tomorrow morning, drawing market attention to how this performance might influence the global AI industry chain’s sentiment and pricing. On Hyperliquid, the long and short positions around NVDA (Nvidia mapping contracts) have already taken shape. Several well-known traders and institutions hold multi-million dollar positions, waiting for the market trend. 0xRay (X: 0xRay518), currently the largest long on-chain NVDA, holds a $16.44 million long position with an average price of $190; CBB (X: Cbb0fe), the largest short on-chain NVDA, holds a $10.5 million short position with an average price of $187; Continue Capital (X: Continue_VC) related addresses hold long positions totaling $9.96 million, also with an average price around $190. The deployment extends beyond Nvidia itself. Besides 0xRay, CBB and Continue Capital related addresses hold positions in the same direction for AI industry chain targets such as MU (Micron) and SNDK (SanDisk), with scales reaching several million dollars.

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