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11-10 02:47
$NVIDIA(NVDA)$ Is $NVIDIA(NVDA)$ cheap to buy now? Yes — NVIDIA (NASDAQ: NVDA) is looking considerably cheaper than it was a few months ago. I would consider it a buy at current levels, particularly for a 2–3 year investment horizon. However, I would buy in stages rather than commit all your capital immediately. There is an interesting valuation opportunity emerging. 1. Current valuation NVIDIA (NVDA) US$175–177 9 November 2026 market data; approximate Metric Current indication Market cap ~$4.2–4.3 trillion Trailing P/E ~22x Forward P/E ~14–15x Revenue growth ~83% Net income growth ~123% 52-week range $164–243 Sources: StockAnalysis.com +2 The forward P/E is particularly interesting. At approxi
TOPdropppie: 83% revenue growth with a 14 to 15x forward P/E is the part that stands out. If gross margin stays firm, this still looks pretty underpriced
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11-10 06:17
$BABA-W(09988)$
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11-10 07:43
$AMD 20261218 230.0 PUT$ another trade...
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11-10 12:58
$Tesla Motors(TSLA)$ 🚀Musking to the moon🌙
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11-10 16:02
【11.02–11.08】🏆 Weekly Review | Thursday Turmoil! Nasdaq Plunges, VIX Spikes—What Did they Do Right?
Last week brought sharp swings in US stocks. The Nasdaq fell around 5.5% in a single session, with semiconductor stocks hit especially hard. Yet two Prestige traders booked profits from inverse ETFs and volatility-linked products. When markets tumble, where can traders find opportunities beyond betting on rising prices? Quick recap of last week's rankings: Prestige Top 3: 🥇@肯特岗小镇做T家 , 🥈@Mighty Ang , 🥉@IcyBao Elite Top 3: 🥇@YOOGIN , 🥈@Godz11la2010, 🥉
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11-10 11:32
MU, can AI demand defy the Blue waves ?
On Wed, 04 Nov 2026, $Micron Technology(MU)$ closed lower by -7% (-$59.87) at $795.23 per share; down further from Tue, 03 Nov 2026’s $855.10, even as the S&P 500 rose +1.58%. (see below) The stock hit an intraday low of $782.00, finished with an $899.74 billion market value, and slipped further to $776.00 (-2.42%) in after-hours trading. MU is the maker of DRAM, NAND and high-bandwidth memory (HBM) used in AI data centers, with strong demand for these products that drove its stock gains in 2026. Historically, MU last traded under $800 intraday were on 30 Jul 2026 & 03 Aug 2026, though it managed to close above that level on both sessions. (see above) It last closed below $800 on 29 Jul 2026 at $739.00, only to rally +18.36% in the following
TOPHBM demand still looks durable to me, and that 6.25% rebound says buyers are still there. The bigger tell is whether AI capex shifts from broad build-out to higher quality memory mix
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11-10 11:30
[Earnings Recap] Take-Two Rises on a Miss. Rocket Lab Falls on Record Sales.
Monday’s results produced two sharp contradictions. Take-Two missed quarterly revenue and bookings estimates but rose as investors looked ahead to the imminent launch of Grand Theft Auto VI. Rocket Lab posted record sales and backlog, yet its wider loss and continued spending on Neutron sent the stock lower. The Trade Desk delivered the night’s biggest initial rally after crushing reduced expectations, while Hims & Hers extended its decline as margin pressure overwhelmed another quarter of rapid revenue growth. $Trade Desk Inc.(TTD)$ A beat-and-raise challenges the market’s worst assumptions The Trade Desk operates a platform that advertisers use to buy digital and connected-TV ad inventory. Third-quarter revenue was $736 million, down 0.5% fro
TOPI would choose B: Wait and see. GTA VI is clearly a major catalyst, but a great game does not automatically make a great entry price. The bullish case is real: Take-Two says pre-orders are far above initial expectations, and the November 19 launch could reset its revenue trajectory. Yet the market already knows this. The more revealing detail is that management kept FY2027 net bookings guidance at $8.0–$8.2 billion despite the strong pre-order commentary. That suggests executives are unwilling to convert excitement into hard numbers before launch. would rather see the first sales data, player engagement and evidence that GTA Online can sustain recurring spending. A successful launch may still trigger a "sell the news" reaction if expectations have run too far ahead. My approach: keep TTWO on the watchlist, avoid chasing the pre-launch rally, and reassess after launch. Let actual bookings—not hype—set the price. @Tiger_Earnings [你懂的]
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11-10 11:04
U.S. and Israeli Political Turmoil Raises Risks for Assets Near Highs
Markets saw extreme volatility last week. Rumors of AI policy changes sent U.S. stocks plunging the day after Democrats swept the midterms. This dragged most assets lower in tandem. We took profits on our Nasdaq shorts and shorted the euro near its highs. The priority now is understanding what will drive the next phase of trading. $纳指100ETF(QQQ)$ $纳斯达克(.IXIC)$ $NQ100指数主连 2612(NQmain)$ $微型NQ100指数主连 2612(MNQmain)$ $标普500(.SPX)$
TOP30,100 to 27,250 is clean, but the real tell is whether any bounce stalls below that prior short entry
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11-10 00:21
TSMC Denied Building Nvidia's Memory Escape Hatch — the Denial Is the Story
On November 8, The Information reported that $Taiwan Semiconductor Manufacturing(TSM)$ is drawing up plans to manufacture 3D DRAM at the request of its largest customer, $NVIDIA(NVDA)$ — and TSMC denied it the same day via Tom's Hardware, reiterating its focus on dedicated IC manufacturing. Why care about a denied rumor about tech that cannot ship for years? Because the request itself is the signal: the world's most valuable chipmaker asked its foundry to escape a memory supply chain it can no longer control. The pricing data below shows why. Figure 1 — Spot and contract prices across the memory stack on report day. Sources: DRAMeXchange via DDRWatcher, Nov 9; TrendForce, Nov 2 2026. Nvidia’s bottleneck is
TOPEcosystem lock-in still matters more here: CUDA plus the networking stack buys Nvidia time, even if memory pricing stays ugly. The real test is whether customers absorb that cost.
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11-10 02:25
SpaceX’s AI Ambitions Hit a Regulatory Wall — Could Scarcity Become Its Biggest Advantage?
$SpaceX(SPCX)$ AI ambitions are facing a major test. The issue is no longer just whether Elon Musk can build enough computing power to compete in the AI race. It is whether he can secure the electricity, permits and infrastructure needed to deliver that expansion. Following the US midterm elections, political uncertainty has increased. Texas’s incoming governor, Gina Hinojosa, has signalled support for tighter controls on data centres, raising concerns about the pace and cost of SpaceX’s AI infrastructure plans. However, Deutsche Bank believes the market may be overestimating the risk. There are three important developments worth watching. 1. Texas regulation: A delay risk, not necessarily a complete shutdown Texas has become one of Ame
TOPTexas is a delay, not a kill shot. What is the fallback mix outside Texas, and how much does that move the power and build cost per MW?
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11-10 08:45
Wall Street Rebounds in Best Single-Day Broad-Based Rally Since April 2026
On November 9, 2026, U.S. stock markets posted a strong broad-based rally, enjoying their best single-day performance since April as they rebounded from the previous week's tech-led sell-off. In this article, we would like to share our observation which includes deep dives into index and sector performance, commodities, energy, Treasury yields, crypto, notable post-market earnings reports, and actionable strategic takeaways for investors. 1. Major Index & Broad Market Performance The trading session on November 9, 2026, marked a decisive pivot in investor sentiment. Following a punishing week that saw the $S&P 500(.SPX)$ contract by 2.7%, institutional inflows returned aggressively at key support levels. Technical buyers stepped in as the
TOPA 200-day bounce is fine, but unless breadth and volume confirm, this still looks like a sell-the-rip setup into CPI
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11-10 07:38
Can NVIDIA Recover from Jensen Huang's Faux Pas?
🌟🌟🌟The tech world just got hit with a plot twist that sounds less like Silicon Valley and more like a Hollywood espionage thriller. $NVIDIA(NVDA)$
TOPRecovery is possible, but November 17 matters more than the scandal. How would you quantify any real hit to customer trust or export scrutiny on long dated AI orders?
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11-10 10:14
QQQ’s Bounce Faces a CPI Test as NVDA Signals Oversold Conditions
The market rebound is facing its first major test, with CPI data due tomorrow and several major tech stocks flashing potential reversal signals. While $QQQ is struggling at its 200DMA, $NVDA, $MU and $AVGO are showing oversold setups that could open the door to a bounce. Here's what to watch across six key names. 👇 $Invesco QQQ(QQQ)$ : As expected, QQQ bounced off the lower Bollinger Band. But with CPI due tomorrow, the rebound is about to face its next test. The 200DMA acted as firm resistance in today's session. $NVIDIA(NVDA)$ : Set to open with a major gap down, breaking below both its daily and weekly lower Bollinger Bands. Similar setups marked market bottoms in April 2025 and March 2026.
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11-10 10:05
SiTime and Rocket Lab: Structural Growth Bets in AI Timing and Orbital Infrastructure
Hello everyone! Today i want to share some trading ideas with you! 1 $SiTime Corp(SITM)$ is my largest Growth Portfolio position because SiTime is essentially clock inside AI keeping GPUs, CPUs, switches, memory and optical links synchronized so expensive compute doesn't go to waste. Where this gets really interesting is that inference can drive 2-3x more timing content per CPU server while near-package optics can roughly double timing content, co-packaged optics can triple it and coherent optics bring much higher selling prices. So the beauty is that SiTime doesn't just benefit from more AI servers being built but captures more revenue from every system as architectures get more complex and it doesn't matter whether
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11-10 09:57
Morgan Stanley: "Buy the Drop"
As I've been saying endlessly markets overshoot both ways. We've now overshot to the downside and the risk of not investing here is outweighed by the reward. Averaging in at these levels I believe will pay nicely. Safest plays here remain the hyperscalers with $Amazon.com(AMZN)$ still being my favorite. They're the ones that have the capital to absorb any potential delays and are less reliant on those who are fully dependent on debt. Semis remain a clear opportunity as well. Personally remain long $NVIDIA(NVDA)$ despite the headlines. $NVIDIA(NVDA)$ now trades ~14x NTM PE whilst the likes of
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11-10 09:53
TRADE PLAN for CPI Tuesday 📈
Last Thursday was the flush to market the bottom. $S&P 500(.SPX)$ rallied back almost 200 points at the highs today. $Invesco QQQ(QQQ)$ moved up 25+ points as well. The probability of us revisiting last week's lows is less than 10%. SPX to 7620, $Invesco QQQ(QQQ)$ to 700 in play next. We can see $Advanced Micro Devices(AMD)$ run to 550 $ SMH back to 520, $Meta Platforms(META)$ to $700, $NEBIUS(NBIS)$ to 165-170 in play. Every dip you see as
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11-10 09:51
BTC, USO, .SPX, GOOGL& OPEN Face Distinctive Destination
Hello everyone! Today i want to share some technical analysis with you! 1 $Opendoor Technologies Inc(OPEN)$ Still a few gaps below. 2 $Alphabet(GOOGL)$ $Alphabet(GOOG)$ Not the best look here. 3 $S&P 500(.SPX)$ Previous support has flipped to ***potential*** resistance. 4 Trading at the line in the sand here. Make or break. Break and this likely goes to the mid $60k's $Bitcoin(BTC.USD.CC)$ 5 $United States Oil Fund LP(USO)$ Bear fla
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11-10 09:48
$SPY Bullish Harami Points to $795+ by Year-End
📈 $SPDR S&P 500 ETF Trust(SPY)$ Bullish Harami Signals More Upside Ahead Eight months ago, $SPY reversed from $630 and rallied all the way to $781 after forming a bullish Harami pattern. Now, the same pattern has appeared again on the weekly chart. Here's the setup: 🟢 Key support: $730 As long as $SPY holds above its 200SMA at $730, the bullish outlook remains intact. 🎯 Upside targets: First target: $782 Next target: $795+ I see $795+ as a realistic target by year-end if support holds. There could also be room for a much bigger rally if the war ends sooner than expected and the FOMC takes a dovish stance into year-end. The $730 level is the line to watch. Hold it, and the path toward new highs remains open.
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11-10 09:31
Robinhood Is Making More Money Than Ever. So Why Is the Stock Down 42%?
The short version Robinhood just had the most profitable 12 months in its history. The stock is still down 42% from its high. That's not a contradiction. It's the difference between a great company and a great stock. Robinhood, the app that made trading free for a whole generation, is a great company. But the fundamentals and my chart point to the same long-term buy price, and it's well below where the stock trades today. The good: Robinhood earned about $2 billion over the last 12 months, has no corporate debt, and customers are adding money at a record pace. The catch: Almost half its revenue comes from options and crypto trading, which booms when markets are hot and fades when they cool. Growth already slowed to 12% last quarter. And at $80.91, the stock trades about 37% above Morningst
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11-10 09:43
The Road to 10,000, Why I'm Calling a Bottom in $SPX
🚀 The $S&P 500(.SPX)$ Bottom Is In — New All-Time Highs Ahead? Today's rally confirmed the bullish WXY correction, and I'm now looking for the next leg higher. Here's what I'm watching across the major indexes: 📈 $S&P 500(.SPX)$ : Bottom Confirmed The 3-wave WXY correction reached the 200DMA, completing the W4 pullback. $SPX held its July lows while $NDX swept below them, creating a bullish SMT divergence. I want to see this rally extend a bit higher and leave a new daily FVG behind. A pullback into that gap will be my next buying opportunity. The next target is a W5 advance toward 8,000–8,400. Invalidation: 7,350 (PWL). The road to 10,000 continues. ⚡ $E