Morning X digest — Wednesday, Nov 11, 2026
X content below is the authors' opinions, unverified.
Open the full stock sentiment report
X digest: Wed Nov 11, morning (~89 new original posts from 18 accounts, 4:00 PM Tue to 5:00 AM ET; all views are the authors’, unverified)
Overall: leaning risk-on (the authors’ read). CoreWeave’s earnings flipped the mood overnight after Tuesday’s hot-CPI selloff.
Top highlights
- CRWV lifts futures:
- Neocloud read-through to NBIS (reports Thursday):
- CRWV says it has “10x as much qualified demand as available capacity,” and it raised prices 25% in July plus 10% later in Q3 (@aleabitoreddit).
- Customers prepay 70-100% of the capex (@babyfolio · @pequityresearch).
- @GavinSBaker says prepayments make OCF-to-EBITDA the key metric (post).
- @babyfolio thinks NBIS will guide “way higher” than the analyst averages (post).
- NVDA, mixed:
- @Mr_Derivatives expects a bounce after 11 straight red or below-open days.
- He notes a $172.70 overnight high and sees $175-180 possible (post · post).
- On the other side, @pequityresearch flags Sen. Kevin Cramer calling for Huang to step down (post) and Yuanta’s forecast of NVDA unit share falling from 54% to 41% in 2027 (post).
- Flow: $46M of $185 calls vs $50M of $140 puts (post).
- Memory: BofA sees a memory super-cycle through 2028, with market revenue going from $0.97T to $1.47T to $1.58T (via @pequityresearch, post).
- Anthropic IPO:
- People are debating the Q4 guide (~$19.3B, about $77B annualized vs $81B of Oct ARR).
- A Barclays roadshow call calls it conservative because of December time-off (@jukan05).
- @zephyr_z9 expects a beat but says a $90-100B exit ARR is the bar (post).
- @kimmonismus expects OpenAI’s GPT-6.2 “Astra” Thursday, timed ahead of a Nov 19 IPO (post).
- Capex / optics:
- J.P. Morgan sees hyperscaler capex at ~$2T in 2028 (@pequityresearch).
- Bernstein sees NVIDIA’s optics market nearly doubling to $46.8B in 2028 (post).
- Google reportedly ordered 12M NPO modules for TPU scale-up (post).
- Power theme: AWS CEO Matt Garman says orbital data centers are “highly unlikely to be economically feasible” for a decade or two (@pequityresearch).
Agree / disagree
- Most accounts agree CRWV was a strong sentiment turn for AI infra.
- They split on whether it lasts.
- @TheProfInvestor holds S&P 7450 as support and sees 7650 “very quickly” if the bottom is in (post).
- Cautious voices: @Mr_Derivatives points to four big counter-rallies during the 2025 drawdown, @great_martis uses a 1970s stagflation framing (post), and @KobeissiLetter notes healthcare beat tech by 35.6 points over 6 months, the most in 25 years (post).
- On NVDA, technical bounce calls are up against political and market-share worries.
Your holdings in brief:
- NBIS net +0.86 (CRWV read-through)
- NVDA +0.1 (from -0.08)
- MU +0.67
- AMD +1.0 (on @TheProfInvestor’s list of 10 names “refusing to break down,” with AMZN and SPCX)
- GOOGL +0.5
- AMZN +0.33
- SPCX +0.5
- QQQ +0.27
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No new mentions of TSM, ASML, INTC, DDOG, CRWD, CRDO or BE.
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Stock report:
- NBIS/neoclouds have the strongest bullish lean, with CRWV’s demand, pricing and prepayment comments read through to Thursday’s NBIS report.
- NVDA’s mentions are fewer and roughly balanced between bounce calls and political/share risk.
- Full report: full sentiment report.