Stock sentiment from James’s X feed: Sunday, Nov 8, 2026 (morning)

• *Source: 36 new public original posts (no retweets, no replies; 33 after dropping 3 near-duplicates) from 16 of the 26 followed accounts, posted roughly 4:58 PM Saturday to 5:08 AM Sunday ET.
• Quiet: @ParadisLabs, @ArtificialAnlys, @MrTinvests, @markminervini, @thestockwhale, @RoyLMattox, @GavinSBaker, @EMostaque, @alexwg, @ChrisCamillo.
• Heaviest posters:
  • @pequityresearch (7 incl. 1 duplicate), @kimmonismus (4), @ChrisGPT (4 incl. 1 duplicate), @great_martis (3).
  • **Every stance, level, and number below is the author’s opinion or claim.
  • None of it has been verified.***

Summary

• Overall: Mixed, leaning constructive, quiet weekend flow, in the authors’ telling.
• Bull side:
  • @ren_stocks said Thursday’s selling was about positioning, not businesses, and the next big flow is buying back, though he said not to expect a V-shaped bounce Monday
  • @aleabitoreddit called the ‘AI bubble’ label stupid given 1-3x forward P/E memory names and HBM price-floor LTAs (his claims)
  • @KobeissiLetter said US core capital goods shipments hit a record $86B in September, +11.6% YoY (his figures).

• Caution: Memory-peak talk (Winbond’s chairman, via @pequityresearch, said he hopes prices have peaked), @jukan05 arguing delivery pushouts become real if demand truly declines, and a weekend NVDA headline (a report, as posted, that US intelligence believes Jensen Huang had an affair with a Chinese spy) that @TheProfInvestor and @Mr_Derivatives joked about.

• For James’s themes: Memory is the debate: Nomura via @pequityresearch said data-center delays should hit memory more mildly than feared from 2028 thanks to LTAs, and @aleabitoreddit pointed to hyperscaler price-floor LTAs, vs. the Winbond ‘hope prices peaked’ comment and @jukan05’s pushout argument.

• NBIS:
  • @ren_stocks relayed Rosenblatt calling the election ‘blue wave’ a ‘relative non-event’ for NBIS, arguing its biggest planned US expansions are in Missouri, Pennsylvania and South Carolina rather than Texas and Georgia (his claims)
  • NBIS reports this week.
• Optics: Nomura via @pequityresearch forecast NPO/CPO shipments of about 40M units in 2028 vs about 7.5M in 2027 (as posted).
• SpaceX: @aleabitoreddit said NASA picked SpaceX among others for a $10B moon-settlement contract (as posted).
• BE: @TheLongInvest said BE hit $156 this week and his ABC pattern played out (his chart read).
• Compute demand: @pequityresearch quoted Elon Musk saying about 20-25 GW of AI chips get made this year and maybe 35-45 GW next year.
• AI ROI caution: @kimmonismus shared an analysis of METR data that Anthropic’s progress per dollar fell 63% even as annual progress nearly doubled.
• For James’s own context (not from X):
  • Markets are closed for the weekend
  • Fri 11/6 confirmed weekly exits TSM 375.29 < 390 and ASML 1424.75 < 1500
  • QQQ 656.18 still < 700, so buys stay paused.

Most bullish (at least 2 mentions):

• NBIS (+1.0: ren’s positioning post and his Rosenblatt policy note)
• SMH/semis demand (+1.0: Musk’s GW claim, Nomura CPO)
• Optics (+1.0)
• QQQ/broad tape (+0.5: positioning plus record capex shipments)
• MU (+0.4) and NVDA (+0.25)

Most bearish (at least 2 mentions):

• Only data-center buildout (−0.25), on @jukan05’s pushout argument vs. three neutral notes.

• MU still leans bullish but with a peak-price caveat (Winbond), and NVDA carries the spy-affair headline.

• Changes vs. Nov 7 evening report:

  • Tone stayed constructive but quieter.
  • MU eased from +0.67 to +0.40 on the Winbond peak comment and jukan’s pushout argument.
• New:
  • The Jensen Huang spy-affair report, Rosenblatt’s NBIS policy take, Nomura’s CPO and memory notes, record US capex shipments, METR progress-per-dollar analysis, NASA lunar contract.
  • Still no mentions of AMZN, MSFT, AMD, TSM, DDOG, CRWD, ASML, CRDO, or INTC.

Method:

• Same as prior reports.
• Original posts only (no retweets or replies).
• I matched cashtags and clear company names in every new post, then judged each author’s stance per ticker as bullish, bearish or neutral from the visible text.
• Net score = (bullish − bearish) ÷ total, from −1 to +1.
• Promo-heavy accounts (@thestockwhale, @NoLimitGains) count at half weight, near-duplicate posts are dropped (kept the later of each @ren_stocks positioning, @pequityresearch Terafab and @ChrisGPT Sonnet pair), and pure politics, lifestyle, AI-model chatter, and posts whose subject isn’t visible are skipped.
• @jukan05’s pushout post doesn’t name its subject in the visible text, so it’s scored under data-center buildout, not a ticker.

James’s holdings

QQQ / Nasdaq 100 and broad market — holding

4 mentions from 3 accounts · bullish 3 / bearish 1 / neutral 0 · net +0.50 (bullish, authors’ opinions)

• Leaning bullish.
• @ren_stocks said Thursday’s selling was about positioning, not changed businesses, and the next big flow is buying back, though he doesn’t expect a V-shaped bounce Monday
• @KobeissiLetter said US nondefense capital goods shipments ex-aircraft rose 11.6% YoY to a record $86B in September
• @aleabitoreddit said the ‘AI bubble’ label ignores cheap infra valuations.
• Bear: @KobeissiLetter said purchase mortgage applications fell to the 6th-lowest weekly reading since 1995 (macro, not tech-specific).

Notable posts:

• @KobeissiLetter (bearish, 1,109 likes): “US mortgage demand is down to historic lows: US purchase mortgage applications index fell -2% last week, to 131 points, its 2nd-lowest since January 2025. This also marks the 6th-l…”
• @KobeissiLetter (bullish, 967 likes): “CapEx in the US is skyrocketing: The value of US nondefense capital goods shipments, excluding aircraft, jumped +11.6% YoY in September, reaching a record $86 billion. This marks t…”
• @aleabitoreddit (bullish, 238 likes): “It think it’s stupid that “AI Bubble” gets used over and over.
  • In infra names you have: - 1-3x fwd P/E memory companies from Samsung to $ESMT.
  • With HBM players now having hyperscal…”
• @ren_stocks (bullish, 99 likes): “NBIS MU LITE SNDK NVDA This is a great way to visualize Thursdays, Nov 5, carnage. TL;DR: The selling was about positioning. The businesses didn’t change on Thursday, and once…”

Levels and figures cited (as claimed by the authors, not verified):

• @KobeissiLetter: capex shipments $86B, +11.6% YoY, fastest since Jul 2021 (his figures).
• @KobeissiLetter: purchase mortgage index 131, down 32% since January (his figures).
• James (not X): QQQ after-close 11/6 at 656.18, still below 700, so buys stay paused.

AMZN — holding

No mentions in the new posts.

MSFT — holding

No mentions in the new posts.

GOOG / GOOGL (Alphabet) — holding

1 mentions from 1 accounts · bullish 0.5 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

One half-weight contrarian post: @NoLimitGains relayed Jim Cramer saying he doesn’t understand Berkshire’s “ill-advised” Alphabet position, and replied “it’s time” (a fade-Cramer joke, read as bullish).

Notable posts:

• @NoLimitGains (bullish, 2,445 likes): “BREAKING: Jim Cramer says he doesn’t understand why Berkshire Hathaway took such a big “ill-advised position in Alphabet GOOGL.”
  • Ladies and gentlemen, it’s time.”

NVDA — holding

4 mentions from 4 accounts · bullish 2 / bearish 1 / neutral 1 · net +0.25 (bullish, authors’ opinions)

• Mixed. Bull:
  • @ren_stocks tagged NVDA on the positioning-not-fundamentals post
  • Nomura via @pequityresearch tagged NVDA on a forecast of about 40M NPO/CPO units in 2028.
• Bear/headline:
  • @TheProfInvestor posted a report, as quoted, that “US intelligence believes Nvidia CEO Jensen Huang had affair with Chinese spy”
  • @Mr_Derivatives joked about the timing of photos (neutral).
  • Neither post verifies the report.

Notable posts:

• @Mr_Derivatives (neutral, 340 likes): “NVDA Jensen Huang signed the chest (the now infamous photo) when he was in Taiwan for the Computex expo in June 2024. Guess when the first public photo of supposed “Chinese Spy” A…”
• @TheProfInvestor (bearish, 120 likes): “Jensen enjoyed those Chinese noodles little too much 🤯 “US intelligence believes Nvidia CEO Jensen Huang had affair with Chinese spy” https://t.co/fxeJUDaOIy”
• @ren_stocks (bullish, 99 likes): “NBIS MU LITE SNDK NVDA This is a great way to visualize Thursdays, Nov 5, carnage. TL;DR: The selling was about positioning. The businesses didn’t change on Thursday, and once…”
• @pequityresearch (bullish, 52 likes): “Nomura: NPO/CPO shipment forecasts Global NPO/CPO shipment forecasted to reach near 40 million units in 2028F, up from ~7.5 million in 2027F or more than 5x. LITE COHR NVDA $MRV…”

Levels and figures cited (as claimed by the authors, not verified):

• Nomura via @pequityresearch: NPO/CPO about 7.5M units 2027F to about 40M in 2028F (as posted).

AMD — holding

No mentions today.

MU — holding

5 mentions from 3 accounts · bullish 3 / bearish 1 / neutral 1 · net +0.40 (bullish, authors’ opinions)

• Mixed. Bull:
  • Nomura via @pequityresearch said LTAs and big tech’s responses should make the memory impact from 2028 milder than feared even with some data-center delays
  • @aleabitoreddit cited 1-3x forward P/E memory names and hyperscaler multi-year price-floor LTAs for HBM
  • @ren_stocks tagged MU on the positioning post.
• Bear: Winbond’s chairman, via @pequityresearch, said “I hope they have peaked” when asked about memory prices.
• Neutral: Citi DRAM supply/demand outlook chart via @pequityresearch.

Notable posts:

• @pequityresearch (neutral, 382 likes): “Citi: DRAM S/D Outlook MU $DRAM $EWY $SKHY https://t.co/nyaMjagylb”
• @aleabitoreddit (bullish, 238 likes): “It think it’s stupid that “AI Bubble” gets used over and over.
  • In infra names you have: - 1-3x fwd P/E memory companies from Samsung to $ESMT.
  • With HBM players now having hyperscal…”
• @ren_stocks (bullish, 99 likes): “NBIS MU LITE SNDK NVDA This is a great way to visualize Thursdays, Nov 5, carnage. TL;DR: The selling was about positioning. The businesses didn’t change on Thursday, and once…”
• @pequityresearch (bullish, 93 likes): “Nomura on data center delay impact on memory: “Considering big tech companies’ various responses and memory makers’ long-term supply agreements (LTAs), the impact on the memory mar…”
• @pequityresearch (bearish, 33 likes): “Chairman of Winbond Electronics, Chiao Yu-Chun, says he hopes prices for memory have peaked. When asked by the market whether prices have peaked, he bluntly stated, “I hope they ha…”

Levels and figures cited (as claimed by the authors, not verified):

• @aleabitoreddit: memory names at 1-3x forward P/E (his claim).

TSM — holding

No mentions today.

DDOG — holding

No mentions today.

CRWD — holding

No mentions today.

BE — holding

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

One bullish chart read: @TheLongInvest said BE hit $156 this week and his ABC pattern “played out correctly” (his chart call).

Notable posts:

• @TheLongInvest (bullish, 114 likes): “BE hit $156 this week ABC played out correctly and followed theory. https://t.co/ohjw9g0DL9 https://t.co/9HYo9PNO7X”

Levels and figures cited (as claimed by the authors, not verified):

• @TheLongInvest: BE hit $156 this week (his figure).

NBIS — holding

2 mentions from 1 accounts · bullish 2 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

• Bullish into earnings this week.
• @ren_stocks relayed Rosenblatt calling the ‘blue wave’ a “relative non-event” for NBIS, saying the flipped data-center states were Texas and Georgia while Nebius’s biggest planned US expansions are Missouri, Pennsylvania and South Carolina (his claims), and also tagged NBIS on the positioning post.

Notable posts:

• @ren_stocks (bullish, 133 likes): “NBIS Rosenblatt just called the blue wave a “relative non-event” for NBIS, I 100% agree The two big data center states that flipped were Texas and Georgia.
  • Nebius’s biggest plann…”
• @ren_stocks (bullish, 99 likes): “NBIS MU LITE SNDK NVDA This is a great way to visualize Thursdays, Nov 5, carnage. TL;DR: The selling was about positioning. The businesses didn’t change on Thursday, and once…”

Levels and figures cited (as claimed by the authors, not verified):

• @ren_stocks / Rosenblatt: NBIS planned US expansions in MO, PA, SC (as posted; not verified).

SpaceX / space-based compute — holding

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

• Bullish.
• @aleabitoreddit said NASA selected SPCX among others (Blue Origin, Firefly and others, per his list) for a $10B contract to begin settling on the moon (as posted).
• Adjacent: @pequityresearch quoted Elon Musk on Terafab and 20-25 GW of AI chips this year (bullish compute demand, not a SpaceX call).

Notable posts:

• @aleabitoreddit (bullish, 405 likes): “The two things I’m excited about are Gen G vs. T1… and new NASA’s $10 Billion contract to begin settling on the moon.
  • NASA selected: - SPCX (SpaceX) - Blue Origin - $FLY (Firefl…”

Levels and figures cited (as claimed by the authors, not verified):

• @aleabitoreddit: NASA $10B lunar contract (as posted).

ASML — holding

No mentions in the new posts.

CRDO — holding

Not named. Adjacent: Nomura’s NPO/CPO forecast via @pequityresearch (optics, not a CRDO call).

SMH / semis broadly — holding

2 mentions from 1 accounts · bullish 2 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

• Bullish demand talk.
• @pequityresearch quoted Elon Musk:
  • “We’ll make this year around 20 GW of AI chips, maybe 25,” and maybe 35-45 GW next year
  • Nomura’s CPO forecast tagged MRVL AVGO NVDA.

Notable posts:

• @pequityresearch (bullish, 52 likes): “Nomura: NPO/CPO shipment forecasts Global NPO/CPO shipment forecasted to reach near 40 million units in 2028F, up from ~7.5 million in 2027F or more than 5x. LITE COHR NVDA $MRV…”
• @pequityresearch (bullish, 39 likes): “Elon Musk believes Terafab’s production value can be the equivalent to the GDP of a top 10 country: Elon Musk: “We’ll make this year around 20 GW of AI chips, maybe 25.
  • Then next y…”

Levels and figures cited (as claimed by the authors, not verified):

• Elon Musk via @pequityresearch: 20-25 GW of AI chips this year, 35-45 GW next (his projection).

INTC — holding

No mentions today.

Other tickers and names mentioned (by mention count)

Data center buildout, delays and politics

4 mentions from 4 accounts · bullish 0 / bearish 1 / neutral 3 · net -0.25 (bearish, authors’ opinions)

• Split. Bear: @jukan05 argued that once a demand decline is real, the ‘they co-designed it so deliveries can’t slip a year or two’ argument becomes meaningless (subject not named in the visible text).
• Bull/neutral:
  • Nomura via @pequityresearch on milder-than-feared impact of data-center delays
  • @ren_stocks/Rosenblatt on the policy shift as a non-event for NBIS
  • @babyfolio called AI-slowdown advocates a vocal minority that could let China get ahead.

Notable posts:

• @jukan05 (bearish, 202 likes): “1. The counterargument that deliveries can’t be pushed back by a year or two just because the two sides worked together from design through validation becomes meaningless once the…”
• @ren_stocks (neutral, 133 likes): “NBIS Rosenblatt just called the blue wave a “relative non-event” for NBIS, I 100% agree The two big data center states that flipped were Texas and Georgia.
  • Nebius’s biggest plann…”
• @pequityresearch (neutral, 93 likes): “Nomura on data center delay impact on memory: “Considering big tech companies’ various responses and memory makers’ long-term supply agreements (LTAs), the impact on the memory mar…”
• @babyfolio (neutral, 71 likes): “These are the radicals and the vocal minority, not the majority. They want to stop or significantly slow down progress, potentially giving China the opportunity to get ahead. What’…”

Optical / CPO (LITE / COHR / MRVL / AVGO / POET)

2 mentions from 2 accounts · bullish 2 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

• Bullish.
• Nomura via @pequityresearch forecast NPO/CPO shipments rising more than 5x from about 7.5M in 2027 to about 40M in 2028
• @aleabitoreddit said POET traded $97M under net cash (his claim).

Notable posts:

• @aleabitoreddit (bullish, 238 likes): “It think it’s stupid that “AI Bubble” gets used over and over.
  • In infra names you have: - 1-3x fwd P/E memory companies from Samsung to $ESMT.
  • With HBM players now having hyperscal…”
• @pequityresearch (bullish, 52 likes): “Nomura: NPO/CPO shipment forecasts Global NPO/CPO shipment forecasted to reach near 40 million units in 2028F, up from ~7.5 million in 2027F or more than 5x. LITE COHR NVDA $MRV…”

AI capability and economics

2 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 1 · net +0.50 (bullish, authors’ opinions)

• Mixed.
• @kimmonismus said even optimistic assumptions about AI progress are being outpaced by reality (bullish), but also shared an analysis of METR data that Anthropic’s progress per dollar fell 63% between H1 2025 and H1 2026 while annual progress nearly doubled (neutral, cost caution).

Notable posts:

• @kimmonismus (bullish, 802 likes): “Just to make this clear again: even the optimistic assumptions about the exponential development of AI models are currently completely outpaced by reality. https://t.co/x7Uyuy9NcG”
• @kimmonismus (neutral, 0 likes): “Anthropic’s measured AI capability gains accelerated, but R&D spending grew faster, according to an analysis of METR’s data. Progress per dollar fell 63% between the first halves o…”

NFLX

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

One bullish chart call: @TheLongInvest said NFLX support is at $61, it’s below its 200-week MA, and “it’s going higher, a lot higher.”

Notable posts:

• @TheLongInvest (bullish, 490 likes): “NFLX support is at $61 And now below its 200 WMA It’s going higher, a lot higher from here https://t.co/0fv7urGXUB”

Levels and figures cited (as claimed by the authors, not verified):

• @TheLongInvest: NFLX support $61 (his level).