X content is the authors' opinions, unverified. Counts and scores are approximate hand-tags.

Stock sentiment from James’s X feed: Tuesday, Nov 10, 2026 (afternoon)

Source:
- About 157 new public original posts (no replies or retweets; duplicates and throwaway posts skipped) from 22 of the 26 followed accounts, roughly 5:10 AM to 4:40 PM Tuesday ET.
- Every stance, level, and number is the author’s opinion or claim, unverified.
- Counts are approximate hand-tags.
Quiet: @MrTinvests, @RoyLMattox, @GavinSBaker, @EMostaque.
Heaviest posters: @Mr_Derivatives (38), @TheLongInvest (24), @kimmonismus, @pequityresearch, @KobeissiLetter.

Summary

Overall: leaning risk-off (the authors’ read), with dip-buyers pushing back on NVDA.
The day was hot CPI plus a worse NVDA story.
@KobeissiLetter posts October CPI +0.4% MoM (vs +0.3% expected) and core +0.3% (vs +0.2%), Nasdaq 100 futures -1.5% on it, the 10-year yield back above 5.00%, and December hike odds at 84% for 25bp and 11% for 50bp.
@TheProfInvestor had framed it ahead of time: a hot print makes this a “bear rally.”
@markminervini says he still hasn’t covered his SPY short from 10/15.
On the other side, @TheLongInvest says every S&P sector ETF is still above its 200-week MA (“not a market crash yet”), and @Mr_Derivatives flagged an intraday QQQ reversal from 670 to 681.
NVDA: @KobeissiLetter relays The Information that Jensen Huang’s relationship with the alleged spy facilitated at least $7.5B in chip shipments, says NVDA hit its lowest level since March 31 and is pricing in the possibility Huang is removed, and relays Schumer calling Trump’s defense of Huang “troubling.”
Dip-buyers: @TheLongInvest (“the more it drops the greater the opportunity”), @Mr_Derivatives (sold $162.50 puts and says daily RSI is the lowest since June 2019, so be careful shorting), @ren_stocks (“Jensen stays”).
Anthropic IPO dominated the AI accounts: S-1 ARR $81B as of Oct 31 (+$10B from September), 825M shares at $70-78 (about $1.24-1.38T per @kimmonismus; about $1.4T per @ren_stocks), Nasdaq ticker ANT, trading around Nov 18-20 (accounts differ).
CRWV reported after the close: “Good numbers +6%” per @TheProfInvestor.

James’s holdings

NVDA

about 26 mentions, 8 accounts, bullish 7 / bearish 9 / neutral 10, net -0.08

Bull case (as argued):

Bigger drop = bigger opportunity, “HIGH on our list to add when the correction is complete” at $170 (@TheLongInvest)
Calls firing Huang an overreaction (@TheLongInvest)
Sold $162.50 puts, happy with a ~$161.40 basis (@Mr_Derivatives)
“Jensen stays” (@ren_stocks)
@aleabitoreddit calls a -25%, ~$2T drawdown “wild” given projected 70% supply-constrained FY2028 growth
@ren_stocks says falling gasoline futures (-17% in a month) are good for semis.

Bear case (as argued):

$7.5B in shipments tied to the relationship (The Information via @KobeissiLetter)
Lowest since Mar 31, down about $400B since the story broke, and the market pricing in Huang’s possible removal (@KobeissiLetter)
Schumer criticism (@KobeissiLetter)
@Mr_Derivatives says the market is “underpricing the severity” and relays Dan Ives’s warning that losing Jensen could send it to $125
@pequityresearch says it will be hard to shrug off along with the government briefings Huang must give
@TheProfInvestor mocks Cramer and Cathie Wood buying.

Neutral:

Daily RSI lowest since June 2019, weekly since Oct 2022 (@Mr_Derivatives)
Calendar per @ren_stocks: earnings Nov 17, Huang’s closed-door Congress briefing Nov 18, ANT IPO around then
Goldman sees 800VDC pilots in 2027 before broader scaling in 2028 (@pequityresearch)
@TheLongInvest wants NVDA “in the buy zone” before he turns bullish.

Posts:

Levels (author claims):

$170 support area and “add when correction is complete” (@TheLongInvest)
$162.50 puts / ~$161.40 basis (@Mr_Derivatives)
$125 if Huang removed (Dan Ives via @Mr_Derivatives).

James’s own context (not from X):

After-close check had NVDA 168.79 (-5.5%), still below its Sep 14 low and 200-day SMA.
Earnings Nov 17.

TSM: no new mentions.

James’s own context (not from X):

TSM 396.58 at today’s check, above 390/395 on the daily print
Friday’s weekly close decides.

MU / memory

4 mentions, 4 accounts, bullish 2 / bearish 1 / neutral 1, net +0.25

Bull:
- @TheLongInvest likes MU holding above the 0.5 Fib and 50-week MA at $660, with $517 as a possible deeper level
- @ren_stocks lists MU among semis helped by lower gasoline.
Bear: Morgan Stanley cut SK Hynix’s average 2029-2035 DRAM operating margin assumption to about 32% from 60% and sees the HBM premium narrowing (@pequityresearch).
Neutral: @thestockwhale promo list (half weight).

Posts:

NBIS / neoclouds

5 mentions, 4 accounts, bullish 2 / bearish 2 / neutral 1, net 0.0

Bull:
- @babyfolio says two analyst models average $56.5B ARR by 2030 vs $1.25B at end-2025 (“a lot still has to go right”)
- @ren_stocks gasoline/semis post.
Bear:
- UBS forecasts hyperscaler + neocloud combined FCF of -$123B (2026E), -$312B (2027E), -$148B (2028E) (@pequityresearch)
- A G2AI neocloud expert expects GPU rental prices to fall over the next 1-2 years as Blackwell supply grows and Rubin ramps in 2027 (@pequityresearch).
Neutral: @Yuchenj_UW says Databricks avoids “shitty neoclouds” for security.
Peer: CRWV “Good numbers +6%” after hours (@TheProfInvestor).

Posts:

James’s own context (not from X): NBIS reports Nov 12; the Q3 reminder and baseline runs tomorrow at 9 AM.

AMD

5 mentions, 4 accounts, bullish 4 / neutral 1, net +0.9

“Up $135 off last week’s lows” (@TheProfInvestor)
YTD AMD +127% vs NVDA -7% (@Mr_Derivatives)
@ren_stocks names AMD and AVGO as possible “new leaders” holding up while QQQ falls
@thestockwhale promo (half weight).

Posts:

SpaceX (SPCX)

2 mentions, 2 accounts, neutral 2

@jukan05 relays that Anthropic’s S-1 describes expensive short-term chip rentals (he reads them as aimed at SpaceX); @Mr_Derivatives hopes ANT “does not pull a SPCX” on the market.

Posts:

@jukan05 S-1 chip rentals

GOOGL

about 7 mentions, 5 accounts, bullish 4 / bearish 0.5 / neutral 2, net +0.5

Bull:
- @kimmonismus calls Gemini 4 Carbon (early access) “very impressive” and highlights Gemini Robotics 2.5
- @TheLongInvest says bulls stepped in at the 0.38 Fib at $268, with the 200-week MA moving to the 0.5 Fib at $226
- Token usage still rising (@pequityresearch).
Neutral/bear:
- @NoLimitGains “It’s coming for GOOGL” (promo, half weight, unclear)
- @TheLongInvest wants GOOG “in the buy zone” before turning bullish.

Posts:

AMZN

4 mentions, 3 accounts, bullish 3 / neutral 1, net +0.75

AWS CEO Matt Garman says inference is at under 1% of its potential (@pequityresearch)
@ChrisCamillo says AMZN is his #1 position
Token usage rising (@pequityresearch)
UBS FCF list (neutral).

Posts:

MSFT

4 mentions, 3 accounts, bearish 2 / neutral 2, net -0.5

@zephyr_z9 and @kimmonismus both call an unnamed (linked) announcement a “direct/major attack on Microsoft”; token usage and UBS FCF lists (neutral).

Posts:

@zephyr_z9 attack on Microsoft

QQQ / broad market

about 14 mentions, 7 accounts, bullish 3 / bearish 7 / neutral 4, net -0.29

Bear:
- Hot CPI, Nasdaq futures -1.5%, 10-year >5%, December hike odds up with 50bp at 11% (@KobeissiLetter)
- Hot print = “bear rally” (@TheProfInvestor)
- Still short SPY (@markminervini)
- “Wen bottom?” (@Mr_Derivatives).
Bull:
- QQQ reversal 670 to 681 (@Mr_Derivatives)
- @TheProfInvestor: “this is different… get back above 200 Day next”
- Sector ETFs all above 200-week MA (@TheLongInvest).
Neutral:
- @Mr_Derivatives says $680 is this week’s major resistance with gaps at 656.10 and 647.05
- Retail put $5.1B into SOXL last week, its second-biggest week (@KobeissiLetter).

Posts:

Levels (author claims): 680 resistance, gaps 656.10 / 647.05 (@Mr_Derivatives).

James’s own context (not from X): today’s check had QQQ 674.81, below 700 and the weekly 21 EMA of 704.49, so buys stay paused.

INTC

1 mention (promo list, @thestockwhale, half weight), neutral.

ASML, DDOG, CRWD, CRDO: no new mentions.

BE / power

No direct mentions.
Theme posts:
- SoftBank’s CFO denies Elon Musk’s claim that SoftBank is defaulting on turbine orders (@aleabitoreddit)
- Goldman sees 800VDC data-center power pilots in 2027 and scaling in 2028 (@pequityresearch).

Posts:

Other tickers and themes

Anthropic / ANT IPO (about 15 mentions)

ARR $81B at Oct 31 (@ParadisLabs ARR; @pequityresearch S-1)
825M shares at $70-78, raise up to $64.4B (@NoLimitGains says it would be the largest IPO ever, trading Nov 19)
Valuation about $1.24-1.38T (@kimmonismus roadshow) or about $1.4T (@ren_stocks)
Goldman projects $600B revenue by 2030 (@pequityresearch GS forecast)
@aleabitoreddit asks who wants it at $1.4T with NVDA falling
Fable 5.2 Remote Labor Index 41.3% (@kimmonismus)
AI Futures Project now puts a superhuman AI researcher likely in 2027 (@kimmonismus, @ChrisGPT).

Other AI: Grok 4.8 expected this week (@kimmonismus).

Others

SE +20% swing on earnings (@TheLongInvest)
ASTS price targets $90-115 (@TheLongInvest)
BMNR nibble near $17 (@Mr_Derivatives)
New ATHs in BRK.B, JNJ, STRC (@Mr_Derivatives).

Macro

China October PPI +5.7% YoY (@KobeissiLetter)
Record $932M weekly jump in tokenized equities (@KobeissiLetter)
Gasoline futures -17% in a month (@ren_stocks)
@great_martis posts “OIL 150” and a string of cryptic bearish chart calls.

Method

Original posts since the 5:10 AM report
Net = (bull - bear) / total
Promo accounts (@thestockwhale, @NoLimitGains) half weight
Duplicate and re-posted texts counted once.