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

Stock sentiment from James’s X feed: Wednesday, Nov 11, 2026 (morning)

Source:
- About 89 new public original posts (replies only where substantive; no retweets; duplicates and throwaway posts skipped) from 18 of the 26 followed accounts, roughly 4:00 PM Tuesday to 5:00 AM Wednesday ET.
- Every stance, level, and number is the author’s opinion or claim, unverified.
- Counts are approximate hand-tags.
Quiet: @ParadisLabs, @MrTinvests, @markminervini, @thestockwhale, @Yuchenj_UW, @RoyLMattox, @TheLongInvest, @EMostaque.
Heaviest posters: @ChrisGPT, @Mr_Derivatives, @pequityresearch, @TheProfInvestor, @kimmonismus.

Summary

Overall: leaning risk-on (the authors’ read), driven by CoreWeave’s earnings.
After Tuesday’s hot-CPI selloff, the overnight story is CRWV: @KobeissiLetter says CRWV is up more than 16% after stronger-than-expected earnings and Nasdaq 100 futures are +1.5%.
@TheProfInvestor calls futures “absolutely bonkers” and wants a follow-through day
@Mr_Derivatives says QQQ over $683 overnight implies a cash open above the 200-day, which he calls a big resistance hurdle.
Caution comes from @great_martis (1970s-style stagflation framing; “Dec will be telling”) and @Mr_Derivatives reminding a follower there were four big counter-rallies during the 2025 drawdown.

Neoclouds:

CRWV said it has “10x as much qualified demand as available capacity” and raised prices 25% in July plus 10% later in Q3 (per @aleabitoreddit), and customers fund 70-100% of associated capex via prepayments (@babyfolio, @pequityresearch).
Several accounts read this through to NBIS ahead of its Thursday report.
@GavinSBaker says the shift to prepayments makes OCF-to-EBITDA the key metric.

NVDA:

Quieter and mixed.
@Mr_Derivatives expects a bounce (11 straight red/below-open days; $172.70 overnight high, $175-180 possible), while @pequityresearch flags Sen. Kevin Cramer calling for Huang to step down and a Yuanta forecast of NVDA accelerator unit share falling from 54% (2026F) to 41% (2027F).

Anthropic IPO:

Q4 guide of ~$19.3B (~$77B annualized vs $81B October ARR) drew debate
@jukan05 relays a Barclays roadshow note that the guide is conservative for December time-off
@zephyr_z9 expects a beat but says the 2026 exit-ARR bogey is $90-100B.
@kimmonismus expects OpenAI’s GPT-6.2 “Astra” Thursday, ahead of a Nov 19 ANT IPO.

James’s holdings

NVDA

about 10 mentions, 4 accounts, bullish 4 / bearish 3 / neutral 3, net +0.1

Bull case (as argued):

11 straight days closing red or below the open, so “a decent bounce day tomorrow and/or Thursday” with earnings in 5 trading days (@Mr_Derivatives)
$172.70 overnight high, “north of $175-$180” by the cash session if the market behaves (@Mr_Derivatives)
Bernstein sees NVIDIA’s optics market nearly doubling to $46.8B in 2028, with Rubin Ultra lifting optics content to ~$5.4M (@pequityresearch)
@ren_stocks lists NVDA among long-only names.

Bear case (as argued):

Sen. Kevin Cramer calls for Huang to step down, citing extortion risk (@pequityresearch: “here comes the political pressure”)
Yuanta forecasts NVDA accelerator unit share at 54% in 2026F falling to 41% in 2027F, with Google a close second (@pequityresearch)
@Mr_Derivatives (reply) says the “spy” ties need to be cleared before the stock can head back toward $200.

Neutral:

Someone bought $46M of $185 calls and $50M of $140 puts at about the same time (@Mr_Derivatives)
NVIDIA is the most proactive on CPO adoption (@pequityresearch)
“Jim Cramer just told everyone to buy Nvidia” (@NoLimitGains, promo, half weight).

Posts:

Levels (author claims):

$172.70 overnight high, $175-180 target for the cash session, $200 if spy ties clear (@Mr_Derivatives)
$185 calls / $140 puts flow (@Mr_Derivatives).

James’s own context (not from X):

Tuesday’s 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 Tuesday’s check, above 390/395 on the daily print
Friday’s weekly close decides.

MU / memory

3 mentions, 3 accounts, bullish 2 / neutral 1, net +0.67

Bull:
- BofA sees a memory super-cycle through 2028, market revenue $0.97T (‘26), $1.47T (‘27), $1.58T (‘28), with a 2028 “soft landing” (@pequityresearch)
- @ren_stocks tags MU/SNDK/NBIS in a post arguing a Fed hike is priced in and may be only 25bp.
Neutral: @Mr_Derivatives (reply) on “memory cyclical naysayers.”

Posts:

NBIS / neoclouds

about 7 mentions, 4 accounts, bullish 6 / neutral 1, net +0.86

Bull (as argued):
- CRWV read-through: 10x qualified demand vs capacity, 2028 capacity interest several times what CRWV has, price increases of 25% in July and 10% later in Q3 (@aleabitoreddit)
- CRWV getting 100% contract-value prepayments, “a positive message” for NBIS and IREN (@aleabitoreddit)
- Customers funding 70-100% of capex is “even more bullish for the sector” than IREN’s call (@babyfolio)
- @babyfolio says the analyst ARR averages he posted aren’t his and he believes NBIS will guide and deliver “way higher.”
Neutral/playful: “we all buying NBIS for their earnings… (er Thursday bmo) right?” (@Mr_Derivatives).

Posts:

James’s own context (not from X):

NBIS reports Thursday Nov 12
The Q3 reminder and baseline runs today at 9 AM.

AMD

1 mention, bullish, net +1.0

On @TheProfInvestor’s list of 10 names “REFUSING to break down” (with AMZN, SPCX, NET, SPOT, PLTR, SNOW, NVS, OSCR, U).

Posts:

@TheProfInvestor relative-strength list

SpaceX (SPCX)

2 mentions, 2 accounts, bullish 1 / neutral 1, net +0.5

Relative-strength list (@TheProfInvestor); J.P. Morgan hyperscaler capex ~$2T in 2028 tag list (@pequityresearch).

Posts:

@pequityresearch JPM $2T capex

GOOGL

about 6 mentions, 4 accounts, bullish 3 / neutral 3, net +0.5

Bull:
- Gemini Omni Flash 1.2 takes #2 on AA video editing and #1 for dialogue scenes, 31% cheaper than 1.1 (@ArtificialAnlys)
- “Another Gemini release incoming… Google is on a run” (@kimmonismus)
- Google placed a 12M-module NPO order for TPU scale-up ($12-15B, split Innolight/Eoptolink) (@pequityresearch).
Neutral:
- Yuanta has Google a close second in accelerator units
- JPM capex list.

Posts:

AMZN

5 mentions, 3 accounts, bullish 1.5 / neutral 3, net +0.33

Bull:
- Relative-strength list (@TheProfInvestor)
- AMZN’s ~$18B Anthropic stake could be worth ~$272B at the top of the $78 range (@NoLimitGains, promo, half weight).
Neutral:
- AWS CEO Matt Garman calls orbital data centers “highly unlikely to be economically feasible” for a decade or two
- AWS reportedly adopting CPO for Trainium 4 in 2027 (both @pequityresearch)
- JPM capex list.

Posts:

MSFT

1 mention (JPM capex list), neutral.

QQQ / broad market

about 11 mentions, 5 accounts, bullish 6 / bearish 3 / neutral 2, net +0.27

Bull:
- CRWV +16% and Nasdaq 100 futures +1.5% (@KobeissiLetter)
- “Futures: Boing” (@Mr_Derivatives)
- Futures “bonkers,” hoping for a follow-through day (@TheProfInvestor)
- S&P “still holding support,” reclaiming 7450 a big positive, 7650 quickly if the bottom is in (@TheProfInvestor)
- A hike may be only 25bp with oil and tanker prices falling (@ren_stocks).
Bear:
- Healthcare has beaten tech by 35.6 points over 6 months, the most in 25 years (@KobeissiLetter)
- 1970s stagflation framing (@great_martis)
- Four big counter-rallies in the 2025 drawdown, “be cautious” (@Mr_Derivatives, reply).
Neutral:
- QQQ over $683 implies an open above the 200-day, “big resistance hurdle” (@Mr_Derivatives)
- US ETFs took in $201B in October, 2nd-largest month on record (@KobeissiLetter).

Posts:

Levels (author claims):

QQQ $683 overnight vs the 200-day (@Mr_Derivatives)
S&P 7450 reclaimed, 7650 next (@TheProfInvestor).

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

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

BE / power

No direct mentions.
Theme:
- AWS CEO Matt Garman dismisses orbital data centers (“free energy” up there doesn’t make it practical) (@pequityresearch)
- @great_martis “Eyes on OIL.”

Other tickers and themes

CRWV (about 9 mentions, 6 accounts, all bullish)

+16% premarket per @KobeissiLetter, +24% trough-to-peak per @Mr_Derivatives
75% of committed capex through 2027 tied to investment-grade/enterprise customers and 70% prepayments (@pequityresearch call highlights)
Prepayments shift diligence to OCF/EBITDA (@GavinSBaker).

Anthropic / ANT IPO (about 12 mentions)

Q4 guide ~$19.3B debated
Conservative because of December time-off per a Barclays roadshow call (@jukan05)
Beat likely but $90-100B exit ARR is the bogey (@zephyr_z9)
“Anthropic $1.5 trillion back in the play?” (@pequityresearch, @jukan05)
OpenAI said to time GPT-6.2 Astra (Thursday) before the Nov 19 IPO (@kimmonismus)
An OpenAI internal model tops Fable 5.2 on BenchCAD (87.5% vs 83.5%, not directly comparable) (@ChrisGPT).

Optics

Bernstein NVIDIA optics $24.5B (2027) to $46.8B (2028); tags COHR, LITE, MRVL (@pequityresearch).

Others

COST within 1% of ATH at 44x forward P/E (@Mr_Derivatives)
BTC “3 confluences of support… Buy” (@Mr_Derivatives)
ETH toward 1,200 (@great_martis)
Low-to-mid MLCC oversupply, consumer electronics demand -15-20% next year (@zephyr_z9)
Qwen 4 Max coming (@ChrisGPT).

Method

Original posts since Tuesday’s 4:50 PM report (plus a few substantive replies)
Net = (bull - bear) / total
Promo accounts (@thestockwhale, @NoLimitGains) half weight
Duplicate and re-posted texts counted once
Multi-post threads counted once.