{"id":17553,"date":"2026-09-30T10:18:12","date_gmt":"2026-09-30T10:18:12","guid":{"rendered":"https:\/\/www.btse.com\/blog\/?p=17553"},"modified":"2026-09-30T10:25:14","modified_gmt":"2026-09-30T10:25:14","slug":"ai-semiconductor-stock-perps","status":"publish","type":"post","link":"https:\/\/www.btse.com\/blog\/ai-semiconductor-stock-perps\/","title":{"rendered":"AI & Semiconductor Stock Perps: Trade the Chip Boom 24\/7"},"content":{"rendered":"

The AI buildout runs on silicon, and silicon has become one of the most-traded trades of 2026.\u00a0<\/span><\/p>\n

Big Tech capital expenditure on AI infrastructure is on pace to hit $800\u2013900 billion this year, with Wall Street already pencilling in $1 trillion for 2027. Every dollar of that spend eventually lands on a chipmaker’s income statement \u2014 which is exactly why AI and semiconductor names have become some of the most actively traded stock perps on BTSE.<\/span><\/p>\n

This guide covers the full chip-and-AI-infrastructure stack: the company that designs the architecture, the ones that manufacture and equip the fabs, the ones building custom silicon for hyperscalers, and the AI model companies whose demand drives all of it.\u00a0<\/span><\/p>\n

Each name below links to its own deep-dive with the full bull and bear case \u2014 this page is the map connecting them.<\/span><\/p>\n

Why Trade AI & Semiconductor Stocks as Perps<\/span><\/h2>\n

Chip stocks move on events that don’t wait for Nasdaq’s opening bell: export-control headlines out of Washington, earnings from a hyperscaler thousands of miles away, an overnight IPO pop in Hong Kong.\u00a0<\/span><\/p>\n

Stock perps on BTSE let you react to any of that the moment it happens rather than the next time the market opens, with up to 50x leverage and no brokerage account required. Every position settles in USDT or another stablecoin, sitting in the same futures wallet as your crypto trades \u2014 one account, one margin pool if you choose cross-margin, covering the whole sector.<\/span><\/p>\n

The GPU & AI Accelerator Layer<\/span><\/h2>\n

NVIDIA (<\/b><\/span>NVDA-PERP<\/b><\/a><\/span>)<\/b> remains the center of gravity for the entire AI trade. Record quarterly revenue of $81.6B, up 85% year-over-year, with data center revenue alone up 92%. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

AMD (<\/b><\/span>AMD-PERP<\/b><\/a><\/span>)<\/b> is the clearest challenger in AI accelerators, with Q1 2026 data center sales up 57% and CEO Lisa Su targeting tens of billions in AI data center revenue by 2030. <\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

Marvell (<\/b><\/span>MRVL-PERP<\/b><\/a><\/span>)<\/b> designs the custom ASICs that hyperscalers use to reduce reliance on off-the-shelf GPUs \u2014 up 122% YTD, with NVIDIA itself investing $2B into the company. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

Cerebras Systems (<\/b><\/span>CBRS-PERP<\/b><\/a><\/span>)<\/b> builds wafer-scale AI chips positioned as one of the few credible Nvidia challengers, following the largest US tech IPO since Uber. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

The Architecture & Custom Silicon Layer<\/span><\/h2>\n

Arm Holdings (<\/b><\/span>ARM-PERP<\/b><\/a><\/span>)<\/b> licenses the chip architecture behind nearly every AI chip built today, collecting a royalty on each one \u2014 up 268% YTD as its newer Armv9 platform commands roughly double the royalty rate of its predecessor. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

Broadcom (<\/b><\/span>AVGO-PERP<\/b><\/a><\/span>)<\/b> designs the custom AI accelerators \u2014 XPUs \u2014 that hyperscalers like Google, Meta, and OpenAI use to reduce dependence on a single chip supplier, with AI revenue more than doubling year-over-year. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

The Fab Equipment Layer<\/span><\/h2>\n

Applied Materials (<\/b><\/span><\/span>AMAT-PERP<\/b><\/a><\/span><\/span>)<\/b> sells the deposition, etch, and packaging equipment every leading-edge chipmaker needs, regardless of who wins the AI race \u2014 record Q2 FY2026 revenue of $7.91B, with full-year equipment growth guidance raised past 30%. <\/span><\/span><\/span>Full breakdown<\/span><\/span><\/a><\/span><\/p>\n

The AI Cloud & Compute Layer<\/span><\/h2>\n

CoreWeave (<\/b><\/span><\/span>CRWV-PERP<\/b><\/a><\/span><\/span>)<\/b> provides the GPU cloud infrastructure that AI labs rent rather than build, popping on a $21B Meta compute deal. <\/span><\/span><\/span>Full breakdown<\/span><\/span><\/a><\/span><\/p>\n

The AI Model Layer \u2014 China’s “AI Tigers”<\/span><\/h2>\n

Zhipu (<\/b><\/span>ZHIPU-PERP<\/b><\/a><\/span>)<\/b> is the first of China’s homegrown large-language-model companies to go public, raising $558M in its Hong Kong debut. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

MiniMax (<\/b><\/span>MINIMAX-PERP<\/b><\/a><\/span>)<\/b> surged 109% on its own Hong Kong debut day, competing directly with Zhipu in the same China AI-model race. <\/span><\/span>Full breakdown <\/span><\/a><\/span><\/p>\n

What to Watch Across This Sector<\/span><\/h2>\n

A handful of catalysts move nearly every name on this list at once: hyperscaler capex guidance (when Meta, Google, or Microsoft raises or cuts AI spending plans, chip and cloud names react together), U.S.\u2013China chip export policy, and quarterly earnings from NVIDIA specifically, which tends to set the tone for the rest of the sector even when a name has no direct business relationship with NVIDIA.\u00a0<\/span><\/p>\n

Because these stocks often move together on both earnings-specific and macro\/geopolitical news, a portfolio concentrated across several perps in this article carries correlated risk \u2014 a single bad export-control headline can hit AMAT, ARM, AVGO, and CBRS in the same session, not just one of them.<\/span><\/p>\n

Start Trading AI & Semiconductor Perps<\/span><\/h2>\n

Every contract above trades 24\/7 on BTSE with up to 50x leverage, funded in USDT alongside your crypto positions.\u00a0<\/span><\/p>\n

Explore the full markets\u00a0<\/span><\/a><\/span>page\u00a0<\/span><\/a>or<\/span><\/span>\u00a0head straight to the full<\/span><\/span> guide<\/span><\/a><\/span> for a complete walkthrough of how stock perps work, from margin mode to your first trade.<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

The AI buildout runs on silicon, and silicon has become one of the most-traded trades of 2026.\u00a0 Big Tech capital expenditure on AI infrastructure is on pace to hit $800\u2013900 billion this year, with Wall Street already pencilling in $1 trillion for 2027. Every dollar of that spend eventually lands on a chipmaker’s income statement […]<\/p>\n","protected":false},"author":1,"featured_media":17554,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[484],"tags":[1109,1110],"class_list":["post-17553","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock-analysis","tag-ai-stock-perps","tag-semiconductor-perpetual-futures"],"yoast_head":"\nAI & Semiconductor Stock Perps: Trade the Chip Boom 24\/7 — BTSE Blog<\/title>\n<meta name=\"description\" content=\"Trade NVDA, AMD, ARM, and top semiconductor stock perps 24\/7 with up to 50x leverage. 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