Nvidia's Turbulence Put Brokers in the Spotlight — Three Trading-Linked Stocks on Retail Watchlists

Volatility around Nvidia following Jensen Huang's abrupt exit has turned trading screens into what Simply Wall St describes as a heat map of fear and opportunism — and brokers sit right in the slipstream. Spikes in options volume, frantic dip buying, and shifting views on AI leadership can all feed into higher trading engagement, and the publication's latest screen highlights three broker-linked stocks retail investors are watching as the turbulence plays out.

The first is Hithink RoyalFlush Information Network, a Chinese trading and market-data software company listed in Shenzhen. According to Simply Wall St, its platform plugs directly into China's brokerage and retail trading activity, so its fortunes rise and fall with how often investors log in, place orders, and consume real-time market information. The company delivers AI-powered financial data, online trading tools, and wealth management services to brokers, banks, asset managers, and retail traders in China and overseas, and is valued at about CN¥149.23 billion. The piece flags strong profitability and high returns on equity as its cited strengths.

A Vietnamese broker and a Chinese software play

The second name is SSI Securities, a Ho Chi Minh City-based broker that earns fees from Vietnamese investors trading equities and derivatives and using margin. According to Simply Wall St, the company operates entirely in Vietnam and is valued at about ₫60.6 trillion. The logic is straightforward: more volatility can mean more commissions, margin interest, and trading fees. The publication cites earnings growth, a 44.4% net margin, and a price-to-earnings ratio of 13.6 times — below the local industry average of 17.3 times as of November 2026.

The third is Beijing Compass Technology Development, another Shenzhen-listed company that sells Compass-branded trading and securities analysis software to active investors in China. According to Simply Wall St, it generates about CN¥2.4 billion in online financial information revenue in China and carries a market value of roughly CN¥38.4 billion. Unlike a traditional broker, it taps into trading and data demand by selling software and information tools rather than charging commissions — so its fortunes still lean on market activity, but without broker-style balance sheet risk.

What the screen does — and doesn't — say

Simply Wall St is clear that the three names are only a sample, noting that its full screen surfaced 16 more companies it did not include. The piece also carries the publication's standard caveat that it is general in nature and not financial advice or a recommendation to buy or sell any stock.

The broader point stands on its own: when a market-moving stock like Nvidia shakes, the companies that earn from the trading itself — the platforms, the data providers, the brokers — are the first to feel the surge in activity. Whether that surge turns into durable earnings is the question the next few quarters will answer.

Written by the BidAsk Newsroom. Based on reporting from the sources below.