NVIDIA Stock Rally Toward $200: Why Aren’t AI Tokens Responding?

NVIDIA stock has been one of the strongest performers of 2025. Over the last six months, it gained more than 51%. At press time, it was trading near $181.60.

On the chart, the stock kept pushing into the $182–$183 range but could not get past it. This area is acting like a lid.

If buyers manage to close the price above this band, it could set the path toward $200.

For traders, that is the immediate setup: NVIDIA stock is holding an uptrend, but a clean breakout is still missing.

The question is what happens next, and whether Bitcoin and AI-linked cryptocurrencies will react if NVIDIA keeps climbing.

NVIDIA Stock Price Levels in Focus

Right now, the stock is making higher lows, which shows that buyers are still active. Each time sellers try to push it down, the price bounces back from a slightly higher point.

This pattern usually means demand is strong. Still, the real test is a daily close above $183. If that happens, analysts will be watching $188, then $195, and finally the big round number at $200.

On the downside, there is support around $174. If the stock breaks below that, it would weaken the bullish case.

So, in simple terms, NVIDIA looks ready for higher prices, but traders need to see confirmation before calling it a breakout.

However, some analysts are emphasizing a sizable correction, even a dip to $80.

Nvidia Stock Earnings Beat, but Guidance Raised Questions

NVIDIA’s Q2 earnings were reported on August 28. Revenue came in at $46.7 billion, which was 56% higher than the same quarter last year.

Net profit margins were very high at around 72%, showing that the company is making a lot of money from each chip sold.

But the guidance raised a few questions. NVIDIA did not include sales of its H20 chips to China in the forecast.

The H20 is one of its most advanced graphics processing units, designed for heavy workloads like artificial intelligence and data center computing.

Leaving these sales out of the numbers worried investors, because it means that one of the biggest markets for infrastructure chips is uncertain.

And that could also be the reason why the price of the NVIDIA stock corrected immediately after the results came to light. When the sentiments stabilized, the stock quickly regained lost ground.

For crypto traders, this matters. Many AI-linked tokens move higher when demand for infrastructure grows, since these tokens often represent projects building storage, computing, or bandwidth tools.

If H20 sales remain limited, that enthusiasm could take longer to show up in token prices.

Crypto Reaction Has Been Muted

So far, the crypto market has not copied NVIDIA’s rally.

Most AI tokens stayed flat after the earnings release. Livepeer (LPT) was the one exception, jumping about 32% in the past 24 hours.

Other AI-related coins, including The Graph and Render, showed little to no reaction.

Bitcoin also stayed quiet. Over the last week, BTC barely moved, even as NVIDIA stock climbed.

Analysts point out that the short-term correlation between NVIDIA and Bitcoin has dropped, which means their price moves are no longer tightly linked.

The reason seems simple. NVIDIA stock trades on chip demand, while Bitcoin reacts to liquidity flows and investor sentiment.

Without a clear overlap in demand, the two assets can move separately. Until infrastructure sales like H20 become more visible, AI tokens are unlikely to mirror NVIDIA’s stock performance.

NVIDIA stock has already gained more than 51% in six months and now sits near a key ceiling. A breakout above $183 could set the course toward $200.

Earnings were strong, but the missing H20 chip guidance shows that infrastructure demand still has gaps.

Crypto traders are watching closely, but so far, AI tokens and Bitcoin have not followed NVIDIA’s lead.

The bottom line: the stock looks ready for the next leg higher, but whether crypto catches up depends on how much real demand spreads from chips to tokens.

For now, the NVIDIA stock is still driving the AI narrative, while crypto is waiting to move aggressively.

The post NVIDIA Stock Rally Toward $200: Why Aren’t AI Tokens Responding? appeared first on The Coin Republic.