Hold BTC by Aug 19, 2026.

Nvidia Q1 FY27 dropped yesterday. Revenue $81.6B, data center $75.2B (92% of the company), Q2 guide $91B, another $80B added to the buyback. Jensen said demand has "gone parabolic" and that agentic AI has arrived. The stock barely moved (+1.93%) because all of that was already priced. That last sentence is the part I cannot stop thinking about. For the last cycle, Bitcoin's pitch was "asymmetric bet on the future of money and computation." It owned the "this is where …