Morning X digest — Wednesday, Nov 11, 2026

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:
  • @KobeissiLetter says CRWV is up 16%+ after beating and Nasdaq 100 futures are +1.5% (post).
  • @TheProfInvestor calls futures “absolutely bonkers” and wants a follow-through day (post).
  • @Mr_Derivatives says QQQ over $683 overnight implies an open above the 200-day, a “big resistance hurdle” (post).
• 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

• No new mentions of TSM, ASML, INTC, DDOG, CRWD, CRDO or BE.

• 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.