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11-10 15:29
WALL STREET ROARS BACK BUT NVIDIA HAS A JENSEN HUANG PROBLEM
Stocks stage a powerful rebound after last week’s tech rout, with chipmakers leading the recovery. Yet one major cloud hangs over the rally: growing concerns about Nvidia’s CEO and the potential risks surrounding the company’s most important figure. A RELIEF RALLY TAKES HOLD Wall Street opened the week with a powerful comeback, extending Friday’s modest rebound after a brutal stretch of selling. The Nasdaq Composite jumped 2.74%, the S&P 500 gained 2.35%, and the Dow Jones Industrial Average advanced 2.15%, adding 1,104 points. Top stock: $Coherent(COHR)$ +16.8% Biggest loser: First Solar -4.7% Best-performing sector: Industrials +3.8% Weakest sector: Energy +0.4% Investors rushed to buy beaten-down stocks, turning some of last week’s biggest
TOPNellyJob: Key question is how much of Nvidia's roadmap and customer trust is actually Jensen-specific. If that concentration is real, earnings commentary matters more than the rebound
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11-10 15:35
Anthropic’s Nearly $70 Billion IPO: A New AI Milestone or a Valuation Test for the Market?
Anthropic could be preparing one of the biggest technology IPOs in history, but its latest filing confusion has already given investors something to think about. According to Reuters, Anthropic briefly circulated IPO details to banks showing plans to sell approximately 867 million shares at US$70–US$80 each. At the top of that range, the offering could have raised around US$69.3 billion. However, the company subsequently withdrew the information, saying the pricing details were inaccurate and that an updated filing would follow. Anthropic has not confirmed that the US$70–US$80 price range or the nearly US$70 billion fundraising target represents its final plan. The important question is not simply how much money Anthropic can raise. It is whether public-market investors are prepared to pay
TOPWithout the compute commitments, that headline valuation is just half the puzzle. Are they locking in multi-year GPU capacity or mostly shorter cloud contracts?
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11-10 02:21
$Tesla Motors(TSLA)$ long term bullish after unnecessary retracement post mid term election. Awaiting SPCX merger news as catalyst for further upside
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11-10 15:39
AMD and Broadcom Could Benefit From Nvidia’s Scandal — But Are They the Real AI Winners?
$NVIDIA(NVDA)$ has dominated the AI chip market, but its latest controversy is giving investors another reason to look at its competitors. A scandal involving CEO Jensen Huang and an alleged foreign-intelligence connection has raised questions about corporate governance and potential national-security exposure. Nvidia is investigating whether Huang was targeted as part of a foreign-intelligence scheme. The allegations have not been established as fact, and Nvidia has said Huang will remain CEO without interruption. The market reaction has nevertheless put competitors such as $Advanced Micro Devices(AMD)$ and $Broadcom(AVGO)$ in the spotlight. But th
TOPMI300 is the more interesting tell here because software traction is finally catching up. Broadcom still looks cleaner on the networking and custom silicon side
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11-10 15:54
Earnings Season: Hold or Sell? I Choose a Third Option: Hold, Watch, and Be Ready
Earnings night always brings the same temptation. Should I sell before the numbers come out, or hold and hope for a big jump tomorrow morning? Hold or Sell? Personally, I think that is the wrong question. My approach is usually HOLD, especially when I own a company because I believe in its long-term growth. But holding does not mean doing nothing. Before earnings, I ask myself one important question: If the stock drops 10% tomorrow morning, would I still want to own the company? If my answer is yes, I am normally comfortable holding through earnings. 🟢 Why I Usually Hold Through Earnings For quality companies, particularly in technology, AI and semiconductors, I don't want one quarter to determine my entire investment decision. Companies like $NVIDIA(
TOPThat ±10% framing sounds calm, but NVDA's multiple already prices in a lot more than one clean quarter lol
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11-10 02:39
$Palantir(PLTR)$ should have sold it when it was at $200
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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
TOP83% 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