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

• Source:
  • About 60 new public original posts from the followed accounts (roughly 11:00 AM to 4:50 PM ET Sunday; replies and throwaway posts skipped).
  • Every stance, level, and number is the author’s opinion or claim, unverified.
• Quiet: @ParadisLabs, @MrTinvests, @markminervini, @thestockwhale, @RoyLMattox, @GavinSBaker, @EMostaque, @ChrisCamillo, @ren_stocks, @aleabitoreddit, @jukan05.

Summary

• Overall: mixed to cautious, dominated by the NVDA CEO headline.
• Per posts, Nvidia is investigating reports of Jensen Huang’s relationship with a Chinese spy
• Huang emailed employees acknowledging being “unfaithful” and took responsibility, and the board said it has confidence in his leadership (as relayed by @KobeissiLetter and @kimmonismus).
• @zephyr_z9 said a step-down is “very high chance” and Monday could be ugly (his guess).
• Dip-buyers: @TheProfInvestor (NVDA at $175, 28% off highs, buy some) and @Mr_Derivatives (long, expects limited damage).

Other:

• JPM (via @pequityresearch) says the market may be pricing a memory downcycle as early as 1H27
• BCG est. AI capacity 17.8 GW (2025) to 120.3 GW (2030)
• @babyfolio says NBIS’s 25% ClickHouse stake would be about $14B if a $56B valuation holds (he doubts it)
• Taiwan tightened short-selling rules from Nov 9 after TAIEX fell 12% in five days (@NoLimitGains)
• Macro: manufacturing +19K jobs (@KobeissiLetter), ~45% of central banks hiking (@KobeissiLetter), CPI due this week (@TheLongInvest).

James’s holdings

NVDA

8 mentions, 6 accounts, bullish 2 / bearish 3 / neutral 3, net -0.13

• Bull: @TheProfInvestor, @Mr_Derivatives.
• Bear: @great_martis (technicals “falling window”), @pequityresearch (“disappointing”, hurts optimism), @zephyr_z9 (CEO exit risk).
• Neutral: @KobeissiLetter, @kimmonismus, @TheLongInvest.

Posts:

• @KobeissiLetter
• @TheProfInvestor
• @pequityresearch
• @zephyr_z9
• @great_martis

Levels (author claims): $175 buy zone (@TheProfInvestor).

AMD

1 mention, bullish 1 (net +1.0)

@TheProfInvestor:

• Down 33% from highs and everyone bearish
• Contrarian tone.
• post

NBIS

1 mention, neutral/bullish (+1.0)

@babyfolio on ClickHouse stake value. post

MU / memory

3 mentions, bullish 0 / bearish 1 / neutral 2 (-0.33)

• JPM downcycle-timing note
• @zephyr_z9 says Hynix HBM4 yields and MR-MUF issues delayed Rubin ramp (his claim).
• JPM post

TSM / INTC / AMZN

neutral mention via @pequityresearch advanced-packaging expert call. post

QQQ, MSFT, BE, others: no new mentions.

Method

Original posts since the 5:10 AM report; net = (bull - bear) / total; promo accounts half weight.