If investment in AI in 2024-2025 is a mindless rush towards Nvidia, by 2026, the smartest funds have begun to fully penetrate the more fundamental "manufacturing end" and the more explosive "new computing supply end."
Recently, Huobi HTX has launched $NBIS and $ASML USDT perpetual contracts pegged 1:1 to the underlying US stocks, in line with this trend, and simultaneously set up a 20,000 USDT prize pool for the contract trading competition.
There is no need for overseas broker accounts; using Web3 in a 24/7 manner, one can directly capture the volatility dividends of US AI giants with up to 10x leverage.
Why are top-tier institutions and AI investment KOLs bundling these two seemingly unrelated assets together as core holdings? What is the underlying "full chain wealth logic" behind it?
$NBIS (Nebius Group) — The "AI Era Computation Power Plant" heavily invested by top institutions
The predecessor of $NBIS is the Russian tech giant Yandex, which, after completely divesting its Russian domestic business, was transformed by the original core technical team in Europe and America. Its current positioning is very pure: A full-stack cloud infrastructure provider specifically designed for AI (Neocloud).
Microsoft's $17.4 billion endorsement: Unlike simple "GPU second-hand dealers," Nebius is building a highly executable "full-stack inference cloud" through its own ultra-large data centers and a deep binding with Nvidia's official supply chain. Not only does it have super large orders from hyperscalers like Microsoft, but its latest financial report also shows Q1 revenue reaching $399 million, far exceeding Wall Street's expectations.
A core mid-cap heavily invested by capital: In the latest AI asset allocation portfolios of May, institutions generally included $NBIS along with $CRWV and $IREN into the "AI Infrastructure/Computational Utility" portfolio, paired with nuclear/power themes. Its stock price has now soared to around $213. KOLs generally believe that in 2026, when high-performance computation power is in short supply, it is a highly elastic "computational power plant" with extremely high certainty.
$ASML (ASML) — The foundation of the never-extinguishing AI empire
If $NBIS sells the "finished product" of computation power, then $ASML sells the "god-level tools" for manufacturing computation chips.
Irreplaceable absolute monopoly: As the undisputed absolute ruler of global lithography machines, whether for Nvidia's Hopper, Blackwell, or the next generation of AI acceleration chips, all the most advanced processes cannot avoid ASML's EUV (extreme ultraviolet lithography) technology.
The key to next-generation chips: High-NA EUV: Currently, both Wall Street and tech KOLs are closely monitoring the deployment progress of its new High-NA EUV equipment at TSMC, Samsung, and other manufacturers. The volume of orders and backlog contracts directly indicate the explosive potential of global AI computation power in the next 3-5 years. Due to the high technical barriers that "choke," ASML's stock price hit an all-time high of $1,632.90 on May 22. As long as the AI cycle does not end, it is the most resilient cornerstone of chip manufacturing.
KOL's complementary core perspective:
"NBIS provides the computation terminal, and ASML provides the manufacturing process." One primarily targets the supply end, while the other primarily targets the manufacturing end, forming the "ultimate twin stars" that will fully exploit the AI industry chain dividends of 2026.
🏆 Strategy Breakthrough: Huobi HTX's $20,000 contract trading competition erupts, offering new and old users an immediate 5% bonus
Since the underlying stocks of these two AI leaders have already been pegged 1:1 on-chain, Huobi HTX has launched the [NBIS/ASML Contract Trading Competition], allowing funds to arbitrage in the world's most volatile tech stocks with no barriers!
⏰ Event Time: May 26, 2026, 15:00:00 - June 2, 2026, 15:00:00 (UTC+8)
Designated contracts: NBIS/ASML USDT perpetual contracts with all positions
👉 [Sign up now: Use Web3 to leverage and enjoy US stocks]
https://jump.do/zh-Hans/xlink-proxy?id=4
🎁 Benefit One: Gather the freebie crowd! Sign up now to receive a 1,200 USDT free position airdrop
Requirements: Complete KYC L1 certification, and the account asset in the contract U-based account must be ≥ 100 USDT at the time of registration. Limited to 1,000 pieces, first come, first served!
🚀 Benefit Two: First-time contract trading brings $3 HTX
During the event, engage in first-time specified token contract trading with a trading volume ≥ 100 USDT, and receive an equivalent of 3 USDT in HTX tokens (total prize pool 6,000 USDT).
🏆 Benefit Three: Hit the trading volume leaderboard for a share of $14,000 in prizes
Accumulate an effective trading volume ≥ 5,000 USDT, and cash prizes will be awarded based on individual trading volume rankings:
🛡️ Traders' Practical Risk Control and Volume Boosting Techniques
Utilize the 5% official combat power boost wisely: The rules of this event are extremely friendly to new users and dormant old users, as all contract trading volumes, earnings, and rates of return directly enjoy a 5% boost. This means the same opening volume, new and old users will have an enhanced ranking and capital-accumulating efficiency.
During the spot volatility period, use AiCoin PC to start a 10x contract grid hedge: $NBIS is experiencing wide fluctuations in the $200 to $240 range due to the rapid expansion of data centers and power supply frictions. It is highly volatile. It is recommended to enable the AiCoin contract grid function, allowing for automatic high selling and low buying during high-frequency fluctuations, crazily boosting effective trading volume in the strategy to rush for the top three prizes.
Join our community, let's discuss and become stronger together!
Official Telegram Community:
AiCoin Chinese Twitter:
HTX Benefit Group:
https://aicoin.com/link/chat?cid=pR10DlG6
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
