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Signals Updates YouTubers History Scorecard

Signals Updates YouTubers History Scorecard

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NaNa说美股 · YouTuber updates · US Stock Watch

US Stock WatchEvery call, with the quote

Signals Updates YouTubers History Scorecard

Signals Updates YouTubers History Scorecard

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NaNa说美股

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NaNa说美股

@NaNaShuoMeiGu43 videosChinese channel

2026-11-131 video

2026-11-13

Burry is sharpening his knives again! NaNa talks about US stocks (2026.11.13)

Burry is sharpening his knives again! NaNa talks about US stocks (2026.11.13)

0 bull · 2 bear · 4 neutralYouTube

SOXX NBIS SPY QQQ

AI Capexnegative for stocksmid-termThe host argues Huang's departure marks a shift from AI exuberance to regulatory scrutiny and capital discipline, triggering a systematic revaluation across the AI supply chain.Source
SOXXneutralshort-termThe host expects the Philadelphia semiconductor index to chop in a wider range and is temporarily avoiding the sector without shorting it.Source
NBISbearishmid-termThe host sees NBIS still in a medium-term downtrend with bearish MACD momentum dominant; short-term bounces are only technical rebounds, and a break of channel support would expose the 86-75 support zone.Source

InflationneutralThe host sees the PPI as still bad despite coming in slightly below expectations, with broad-based inflation pressure and margin risk for companies.Source
SPYneutralshort-termThe host notes the S&P 500 failed at channel resistance and 7600, leaving it rangebound between overhead resistance and lower supports at 7500/7450, with weak rebound volume.Source
QQQneutralshort-termThe host expects the Nasdaq 100 to consolidate broadly between 26800 and 28900 until it reclaims the 29000 resistance; a volume break below the 0.5 Fibonacci retracement would open deeper downside.Source

AI CapexInflation

2026-11-121 video

2026-11-12

Everything is settled! NaNa Talks US Stocks (2026.11.12)

Everything is settled! NaNa Talks US Stocks (2026.11.12)

2 bull · 9 bear · 2 neutralYouTube

NVDA AMD SPY QQQ SOXX CRWV+5

NVDAbullishshort-termWith the CEO exit removing the biggest black swan and the stock extremely oversold, the host expects a short-term relief bounce as shorts cover; he has closed half his own position and plans to exit the rest into the rebound.Source
AMDneutralSome investors are fleeing to AMD, but the host sees the same political risk in Asian-led chip CEOs and won't follow.Source
SPYbearishshort-termThe S&P 500 shows clear divergence at the 50-day average with weak short-term structure; only a hold above 7670 opens upside, while below 7600 risks a retest of 7420 or even 7350.Source

QQQbearishmid-termQQQ is in a weak rebound within a dominant mid-term downtrend; the key range is 680-700, with a volume-backed hold above 700 needed to reach 720, while a break of 680 risks 660 or the 647 prior low.Source
Bonds & Ratesnegative for stocksmid-termFed officials have turned collectively hawkish, blaming AI investment for inflation and calling for more restrictive or higher rates; steadily climbing Treasury yields worry the host.Source
SOXXbearishmid-termGiven the cooling AI trade and repricing risk across the supply chain, the host explicitly says he will avoid the semiconductor sector for now.Source
AI Capexnegative for stockslong-termHuang's ouster could trigger a systemic repricing of the AI supply chain and cool the AI trade; the host doubts the multi-year AI investment profit boom can be sustained.Source
CRWVbearishCoreWeave announced $4 billion in new debt right after its earnings pop, sending the stock down; the host distrusts management and won't touch it.Source
NBISbearishlong-termNBIS beat on revenue but guided below expectations, with heavy capex raising cash-flow concerns and data-center delivery delays; NVIDIA's leadership change adds chip-supply uncertainty, so the host sees more volatility and long-term risk.Source
SMCIbearishDOJ investigations, prior compliance and accounting issues, and the loss of its NVIDIA backer are amplifying panic selling; the host calls SMCI a stock to keep avoiding.Source
MSTRbearishmid-termThe MSCI removal is finally confirmed, but the muted decline and lack of panic lead the host to expect a drift back to the July low near $90.Source
AVGOneutralDespite money rotating into Broadcom as a haven from NVIDIA, the host won't touch it or other Asian-CEO chip names due to political risk.Source
GOOGLbullishmid-termGoogle has been grinding higher, and the host agrees with the analyst view that NVIDIA's succession uncertainty could help Google's TPU win customers and supply-chain trust.Source

Bonds & RatesAI Capex

2026-11-111 video

2026-11-11

Why Am I Always the One Getting Hurt? NaNa on US Stocks (2026.11.11)

Why Am I Always the One Getting Hurt? NaNa on US Stocks (2026.11.11)

5 bull · 3 bear · 5 neutralYouTube

CRWV NBIS NVDA SOXX IGV MSFT+2

CRWVbullishshort-termManagement highlighted ~$9B in customer prepayments and pledged profitability by H1 2028, easing funding fears; the stock surged and lifted the whole semi complex, which the host sees as institutions riding the report.Source
NBISbullishshort-termNBIS reports after the close Thursday; market expectations are broadly optimistic and the host thinks the rally could challenge the yearly line again.Source
NVDAneutralshort-termNVIDIA's rebound is weak, stalling at the 5-day moving average; the host urges caution ahead of next week's earnings and the congressional hearing.Source

AI Capexpositive for stocksshort-termAnthropic's IPO is several times oversubscribed, boosting tech optimism; if demand holds, pricing could be raised during the offering.Source
SOXXbullishshort-termThe Philadelphia Semiconductor Index reclaimed its 250-day line with AI hardware surging; the yearly line is the next target. The rebound stays intact unless today's gap is fully filled, and a break below the 250-day line would flip him cautious.Source
IGVbearishshort-termSoftware has been weak, and the host expects institutions to push an 'AI disrupts software' narrative to drain liquidity from software into hardware names.Source
MSFTneutralshort-termAnthropic's AI office tools plugging directly into Excel hit Microsoft's stock; the host quips Microsoft has become the AI hardware trade's punching bag.Source
SPYbearishshort-termSPY reclaimed 7600 but sits at key resistance with a price-volume divergence; the host urges locking in most short-term profits and not chasing, and has closed his leveraged longs and most stock/ETF positions.Source
Market Breadthpositive for stocksshort-termBofA data shows institutions net-bought $6.1B during the worst of last week's selloff while retail capitulated with $2.1B in net selling; the host notes bottoms typically form when retail surrenders en masse.Source
QQQneutralshort-termThe Nasdaq 100 must hold ~29000 (QQQ's 700 resistance) to open the way to record highs; rejection risks a second leg down. It reached 695 today, and a rejection means more consolidation below.Source
Fed Policynegative for stocksshort-termSeveral Fed officials sounded hawkish — inflation is worrying and further hikes may be appropriate; the host expects these negatives to be digested when the bond market reopens, cooling the FOMO mood.Source
Market Breadthneutralshort-termVIX collapsed over 30% in four sessions and may snap back; a rebound through 22 warns of a double bottom, while stability below 18 means tail-risk pricing is gone and favors the bulls.Source
Geopoliticsneutralmid-termTrilateral talks ran four hours with no agreement; Iran set seven preconditions and won't budge. The host dismisses all negotiation headlines as smoke and mirrors.Source

AI CapexMarket BreadthFed PolicyGeopolitics

2026-11-104 videos

2026-11-10

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

3 bull · 4 bear · 33 neutralYouTube

SOXX TSM LRCX MU NVDA TQQQ+6

Inflationnegative for stocksshort-termOctober CPI came in above expectations, showing inflation remains stubborn and further supporting a December rate hike, pressuring risk assets.Source
Inflationneutralmid-termThe host interpreted the consumer price report as evidence that inflation remains sticky, concluding that it adds further support for a December rate hike.Source
Bonds & Ratesneutralshort-termTreasuries saw one of the most violent selloffs since April with 2-year yields spiking, a sharp reversal as the market refocuses on inflation.Source

Fed Policyneutralshort-termThe host explicitly doubts a single fifty basis point hike by the Federal Reserve, while cautioning that the market may still trade on that extreme expectation, offering no directional bet.Source
Fed Policyneutralmid-termThe host does not believe the Fed will hike 50bp in one go, but expects the market to trade on that possibility, adding volatility.Source
GeopoliticsneutralThe host sees no mutual trust between the US and Iran, noting repetitive rhetoric and zero progress versus months ago, an assessment of the current stalemate.Source
Oil & Energyneutralshort-termOil trades like the VIX on geopolitical risk premium; only insiders can profit in this market, so retail traders should stay on the sidelines.Source
Oil & Energyneutralshort-termComparing oil to the volatility index, the host notes risk premiums swing wildly on headlines and only insiders profit, so he advises retail traders to stay on the sidelines.Source
SOXXneutralshort-termThe host noted a broad semiconductor pullback, with the sector ETF dragged lower by NVIDIA and retreating after failing its 250-day moving average test, a brief read of the day's technical state.Source
SOXXbearishshort-termSemis pulled back across the board with the Philly index failing at its 250-day moving average; rate-hike fears, AI regulation and mega-cap debt issuance worsened sector sentiment.Source
AI Capexneutralshort-termThe host attributes deteriorating sector sentiment to three overlapping pressures: aggressive hike expectations, political factors around AI regulation, and heavy bond issuance by giants.Source
TSMbullishmid-termTSMC's October sales rose 60% year over year, showing AI demand remains strong, and the stock unusually rallied on its monthly revenue day.Source
TSMbullishCiting sixty percent year-on-year October sales growth, the host reads it as proof that AI demand remains robust and notes the stock unusually rose against the tape.Source
LRCXneutralReacting to Bank of America removing Lam Research from its list, the host remarks on how pragmatic Wall Street is, using the third-party move to underscore his own read of market sentiment without calling a direction.Source
MUneutralMicron was also dropped from the list, and the host's brief remark about Wall Street's pragmatism acknowledges the news without expressing a directional view on the stock.Source
NVDAneutralshort-termAfter breaking below $170, NVIDIA could rebound to the $180-185 gap-fill zone if $164 support holds; losing $164 opens a drop to the $150-140 area. Deep oversold readings may not mark a bottom amid macro headwinds.Source
NVDAneutralshort-termThe host mapped a conditional range: holding 164 opens a gap fill toward 180-185, while losing it exposes 150-140. He disclosed he still holds the stock, but only as long as Jensen Huang stays on; otherwise he would exit completely, describing his current posture as lying flat.Source
NVDAneutralmid-termThe host discloses holding NVIDIA and will keep it as long as Huang remains CEO, but would dump the entire position if he is replaced; for now he waits out earnings and the hearing.Source
TQQQneutralshort-termFrustrated with single-stock landmines, the host remarks that trading TQQQ back and forth beats picking individual stocks.Source
Otherneutralshort-termThe host briefly noted that if NVIDIA cannot recover, its linked names CRWV and NVST would also face pressure; the latter is kept as an unmapped instrument since the company could not be confidently identified.Source
TQQQbullishAfter expressing fatigue with single-stock trading, the host said swinging the triple-leveraged Nasdaq 100 fund beats messing with individual names, a brief relative preference.Source
CRWVneutralshort-termDespite a near nine percent after-hours spike that faded and sell-side warnings over funding costs, the host stays on the sidelines, treating extended-hours moves as unreliable and waiting for the next cash session.Source
CRWVneutralshort-termCoreWeave beat expectations with narrowing losses and raised guidance, but sellers argue high rates and inflation will keep pressuring its borrowing costs and the stock; wait for the regular session.Source
AI Capexneutralshort-termAnthropic is pushing ahead with a heavily discounted IPO well below its prior $2 trillion valuation, and the massive offering will directly test market appetite for AI assets.Source
AI Capexneutralshort-termThe host highlighted the steep valuation discount and roughly nine hundred billion dollars in compute lease commitments ahead of the ANT listing, framing the deal as a direct test of risk appetite and absorption capacity for AI assets.Source
Market Breadthneutralshort-termThe VIX is still hovering near 20 and the market has not truly stabilized; traders piled into VIX puts, and the market has become a casino for short-term traders.Source
Market Breadthneutralshort-termWith the volatility index hovering near twenty after a record single-day drop, the host characterizes the market as a casino for short-term traders with no stable trend.Source
SPYneutralshort-termReading the doji as a standoff awaiting a catalyst, the host noted weak buying interest near 7600 alongside leftover bids below, with direction still unconfirmed.Source
SPYneutralshort-termThe S&P 500 printed a doji sandwiched between its 5- and 10-day moving averages, with bulls unwilling to chase near 7,600 and dip buyers still below; the market awaits a new catalyst.Source
QQQneutralshort-termAfter touching the 200-day average and closing above the 5-day, bulls called it a dip-buy and bears a failed bounce; the host summed it up as a tug-of-war with neither side broken, warning that reclaiming the annual line or losing the 250-day would accelerate moves via negative gamma.Source
QQQneutralshort-termThe Nasdaq 100 was rejected at its 200-day moving average but closed above the 5-day; once it reclaims the annual line or breaks the 250-day, negative gamma will accelerate the move in either direction.Source
Otherneutralmid-termThe host relayed that the Japanese group posted its first net loss in nearly two years on a US data-center writedown, with credit default swaps at highs since October 2022, and flagged it as the market's perceived next risk node in the AI chain; logged under other since it is not a US listing.Source
AI Capexnegative for stocksmid-termSoftBank posted its first quarterly loss in nearly two years and its CDS spreads spiked; the market worries its finances could become the next risk point in the AI chain.Source
GEVneutralmid-termAgainst the early drop triggered by SoftBank's procurement tweak, the host cited a backlog stretching to 2032 and a roughly eighty percent traditional versus twenty percent data-center contract mix to argue the real demand impact should be minor.Source
GEVneutralmid-termSoftBank's procurement changes knocked GEV down intraday, but its turbine backlog extends to 2032 and data centers are only about 20% of booked capacity, so the host sees limited impact.Source
RKLBneutralshort-termRocket Lab erased a 10% premarket drop to close up over 6%; the host cannot explain it, calls it a retail meme stock, and chooses to watch rather than chase.Source
RKLBneutralshort-termBaffled by a swing from minus ten percent pre-market to a six point two four percent gain, the host called it a retail-heavy meme name with unreadable operator washes, so he neither bought the dip nor chased, opting to just watch.Source
Market Breadthneutralshort-termLinking the hiking cycle, tighter liquidity, higher funding costs and rapid sector rotation, the host concluded there is no durable leadership, which is why he is focusing on the index and treating single names as spectating only.Source
HIMSbearishmid-termHIMS plunged 16.6% on a weak earnings report and a swing to losses; the host warns such meme stocks are too dangerous to buy blindly.Source
HIMSneutralAfter a sixteen point six percent drop on a third-quarter miss, a swing to loss and weak full-year guidance, the host warned these meme names are too scary to buy blindly and said past losses came exactly from such tickers.Source

InflationBonds & RatesFed PolicyGeopoliticsOil & EnergyAI CapexOtherMarket Breadth

2026-11-10

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

3 bull · 4 bear · 33 neutralYouTube

SOXX TSM LRCX MU NVDA TQQQ+6

Inflationnegative for stocksshort-termOctober CPI came in above expectations, showing inflation remains stubborn and further supporting a December rate hike, pressuring risk assets.Source
Inflationneutralmid-termThe host interpreted the consumer price report as evidence that inflation remains sticky, concluding that it adds further support for a December rate hike.Source
Bonds & Ratesneutralshort-termTreasuries saw one of the most violent selloffs since April with 2-year yields spiking, a sharp reversal as the market refocuses on inflation.Source

Fed Policyneutralshort-termThe host explicitly doubts a single fifty basis point hike by the Federal Reserve, while cautioning that the market may still trade on that extreme expectation, offering no directional bet.Source
Fed Policyneutralmid-termThe host does not believe the Fed will hike 50bp in one go, but expects the market to trade on that possibility, adding volatility.Source
GeopoliticsneutralThe host sees no mutual trust between the US and Iran, noting repetitive rhetoric and zero progress versus months ago, an assessment of the current stalemate.Source
Oil & Energyneutralshort-termOil trades like the VIX on geopolitical risk premium; only insiders can profit in this market, so retail traders should stay on the sidelines.Source
Oil & Energyneutralshort-termComparing oil to the volatility index, the host notes risk premiums swing wildly on headlines and only insiders profit, so he advises retail traders to stay on the sidelines.Source
SOXXneutralshort-termThe host noted a broad semiconductor pullback, with the sector ETF dragged lower by NVIDIA and retreating after failing its 250-day moving average test, a brief read of the day's technical state.Source
SOXXbearishshort-termSemis pulled back across the board with the Philly index failing at its 250-day moving average; rate-hike fears, AI regulation and mega-cap debt issuance worsened sector sentiment.Source
AI Capexneutralshort-termThe host attributes deteriorating sector sentiment to three overlapping pressures: aggressive hike expectations, political factors around AI regulation, and heavy bond issuance by giants.Source
TSMbullishmid-termTSMC's October sales rose 60% year over year, showing AI demand remains strong, and the stock unusually rallied on its monthly revenue day.Source
TSMbullishCiting sixty percent year-on-year October sales growth, the host reads it as proof that AI demand remains robust and notes the stock unusually rose against the tape.Source
LRCXneutralReacting to Bank of America removing Lam Research from its list, the host remarks on how pragmatic Wall Street is, using the third-party move to underscore his own read of market sentiment without calling a direction.Source
MUneutralMicron was also dropped from the list, and the host's brief remark about Wall Street's pragmatism acknowledges the news without expressing a directional view on the stock.Source
NVDAneutralshort-termAfter breaking below $170, NVIDIA could rebound to the $180-185 gap-fill zone if $164 support holds; losing $164 opens a drop to the $150-140 area. Deep oversold readings may not mark a bottom amid macro headwinds.Source
NVDAneutralshort-termThe host mapped a conditional range: holding 164 opens a gap fill toward 180-185, while losing it exposes 150-140. He disclosed he still holds the stock, but only as long as Jensen Huang stays on; otherwise he would exit completely, describing his current posture as lying flat.Source
NVDAneutralmid-termThe host discloses holding NVIDIA and will keep it as long as Huang remains CEO, but would dump the entire position if he is replaced; for now he waits out earnings and the hearing.Source
TQQQneutralshort-termFrustrated with single-stock landmines, the host remarks that trading TQQQ back and forth beats picking individual stocks.Source
Otherneutralshort-termThe host briefly noted that if NVIDIA cannot recover, its linked names CRWV and NVST would also face pressure; the latter is kept as an unmapped instrument since the company could not be confidently identified.Source
TQQQbullishAfter expressing fatigue with single-stock trading, the host said swinging the triple-leveraged Nasdaq 100 fund beats messing with individual names, a brief relative preference.Source
CRWVneutralshort-termDespite a near nine percent after-hours spike that faded and sell-side warnings over funding costs, the host stays on the sidelines, treating extended-hours moves as unreliable and waiting for the next cash session.Source
CRWVneutralshort-termCoreWeave beat expectations with narrowing losses and raised guidance, but sellers argue high rates and inflation will keep pressuring its borrowing costs and the stock; wait for the regular session.Source
AI Capexneutralshort-termAnthropic is pushing ahead with a heavily discounted IPO well below its prior $2 trillion valuation, and the massive offering will directly test market appetite for AI assets.Source
AI Capexneutralshort-termThe host highlighted the steep valuation discount and roughly nine hundred billion dollars in compute lease commitments ahead of the ANT listing, framing the deal as a direct test of risk appetite and absorption capacity for AI assets.Source
Market Breadthneutralshort-termThe VIX is still hovering near 20 and the market has not truly stabilized; traders piled into VIX puts, and the market has become a casino for short-term traders.Source
Market Breadthneutralshort-termWith the volatility index hovering near twenty after a record single-day drop, the host characterizes the market as a casino for short-term traders with no stable trend.Source
SPYneutralshort-termReading the doji as a standoff awaiting a catalyst, the host noted weak buying interest near 7600 alongside leftover bids below, with direction still unconfirmed.Source
SPYneutralshort-termThe S&P 500 printed a doji sandwiched between its 5- and 10-day moving averages, with bulls unwilling to chase near 7,600 and dip buyers still below; the market awaits a new catalyst.Source
QQQneutralshort-termAfter touching the 200-day average and closing above the 5-day, bulls called it a dip-buy and bears a failed bounce; the host summed it up as a tug-of-war with neither side broken, warning that reclaiming the annual line or losing the 250-day would accelerate moves via negative gamma.Source
QQQneutralshort-termThe Nasdaq 100 was rejected at its 200-day moving average but closed above the 5-day; once it reclaims the annual line or breaks the 250-day, negative gamma will accelerate the move in either direction.Source
Otherneutralmid-termThe host relayed that the Japanese group posted its first net loss in nearly two years on a US data-center writedown, with credit default swaps at highs since October 2022, and flagged it as the market's perceived next risk node in the AI chain; logged under other since it is not a US listing.Source
AI Capexnegative for stocksmid-termSoftBank posted its first quarterly loss in nearly two years and its CDS spreads spiked; the market worries its finances could become the next risk point in the AI chain.Source
GEVneutralmid-termAgainst the early drop triggered by SoftBank's procurement tweak, the host cited a backlog stretching to 2032 and a roughly eighty percent traditional versus twenty percent data-center contract mix to argue the real demand impact should be minor.Source
GEVneutralmid-termSoftBank's procurement changes knocked GEV down intraday, but its turbine backlog extends to 2032 and data centers are only about 20% of booked capacity, so the host sees limited impact.Source
RKLBneutralshort-termRocket Lab erased a 10% premarket drop to close up over 6%; the host cannot explain it, calls it a retail meme stock, and chooses to watch rather than chase.Source
RKLBneutralshort-termBaffled by a swing from minus ten percent pre-market to a six point two four percent gain, the host called it a retail-heavy meme name with unreadable operator washes, so he neither bought the dip nor chased, opting to just watch.Source
Market Breadthneutralshort-termLinking the hiking cycle, tighter liquidity, higher funding costs and rapid sector rotation, the host concluded there is no durable leadership, which is why he is focusing on the index and treating single names as spectating only.Source
HIMSbearishmid-termHIMS plunged 16.6% on a weak earnings report and a swing to losses; the host warns such meme stocks are too dangerous to buy blindly.Source
HIMSneutralAfter a sixteen point six percent drop on a third-quarter miss, a swing to loss and weak full-year guidance, the host warned these meme names are too scary to buy blindly and said past losses came exactly from such tickers.Source

InflationBonds & RatesFed PolicyGeopoliticsOil & EnergyAI CapexOtherMarket Breadth

2026-11-10

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

4 bull · 10 bear · 24 neutralYouTube

SOXX TSM NVDA QQQ TQQQ CRWV+4

Inflationnegative for stocksshort-termOctober CPI came in above expectations; the host sees inflation as stubborn, supporting a December hike and pressuring markets.Source
Fed Policyneutralshort-termThe host does not believe the Fed will hike 50bp in December, but expects the market to trade on that speculation.Source
Fed Policynegative for stocksThe host says he does not believe the Fed will deliver a single 50-basis-point hike, while noting the market may still speculate on such a move; he rejects the aggressive hike itself but stays wary of the narrative-driven volatility.Source

Oil & EnergyneutralThe host argues the two sides lack trust and have made no progress in months, so oil's risk premium behaves like the volatility index, fading in calm periods and spiking on macro shocks; only insiders who effectively draw the candles can profit, and retail traders should stay on the sidelines.Source
Oil & Energyneutralshort-termOil is whipsawed by US-Iran headlines; the host says only insiders profit in this market and retail should stay out.Source
SOXXbearishshort-termThe host says the semiconductor sector pulled back across the board and the Philadelphia Semiconductor Index, dragged down by NVDA, failed its test of the 250-day moving average and fell back, a clearly weak short-term reading.Source
SOXXbearishshort-termSemis pulled back broadly, with the Philly index failing at its 250-day line; hike fears, AI regulation politics and mega issuance soured sentiment.Source
AI Capexnegative for stocksshort-termThe host says aggressive rate-hike expectations, combined with political pressure around AI regulation and heavy bond issuance by the giants, have worsened sector sentiment again, a negative read on the AI capex and financing backdrop.Source
TSMbullishmid-termTSMC's October sales surged 60% year over year, showing AI demand remains strong; the stock unusually rose on revenue day.Source
TSMbullishshort-termThe host notes TSMC's October sales jumped 60 percent year over year, showing AI demand remains strong, and the stock rarely rose against the tape that day unlike previous monthly revenue days, a brief positive assessment.Source
NVDAneutralshort-termNVDA broke $170; the host lays out two scenarios: hold $164 and rebound to $180-185 to fill the gap, or lose it and slide toward $150-140.Source
NVDAneutralshort-termThe host lays out a two-sided technical path for NVDA: support near 164 could allow a rebound into the 180-185 zone to fill Monday's gap, while a break below 164 without a recovery could extend losses toward 150-140. He also notes the short-term RSI is heavily oversold, but technicals can temporarily fail in front of a major macro shock, so oversold does not necessarily mark a bottom.Source
NVDAneutralshort-termThe host calls the CEO-replacement rumour far-fetched, suspects Wall Street is using the selloff to make room and funds for the Anthropic listing, and for now trusts the board will not make the foolish decision to fire Huang, while conceding anything can happen amid political maneuvering.Source
NVDAneutralmid-termThe host discloses he did not add yesterday, is completely lying flat and still holding NVDA, and states he will keep holding only while Jensen Huang remains CEO; if Huang is replaced by anyone other than Musk he will liquidate the entire position. This is a disclosed personal position, with the stance contingent on management rather than a price direction.Source
NVDAneutrallong-termThe host discloses holding NVDA and will keep holding as long as Jensen Huang stays CEO; a replacement (unless Musk) triggers a full exit.Source
QQQbullishshort-termThe host remarks that trading the leveraged Nasdaq-100 fund back and forth beats trading individual stocks, a brief relative preference for the index vehicle over single names without a stated price direction or level.Source
TQQQneutralshort-termIn a hiking cycle with rapid rotation, the host quips that trading TQQQ beats picking individual stocks, and he'll focus on the index first.Source
Othernegative for stocksshort-termThe host says that with NVDA unable to recover, its followers CoreWeave and NBIS are under relatively heavy pressure, a brief negative read on the AI-chain hangers-on without a confidently mapped US ticker.Source
CRWVneutralshort-termCoreWeave beat on revenue, narrowed losses and raised guidance, but faded after an after-hours pop; the host waits for tomorrow's regular session to judge.Source
Otherneutralshort-termThe host calls CoreWeave's results good and says they relieved investors worried about widening losses, with shares initially jumping nearly 9 percent after hours before fading, but he stresses after-hours and pre-market moves do not count and wants to wait for the next cash session, an explicitly undecided stance.Source
AI Capexnegative for stocksmid-termAnthropic's discounted IPO, far below its prior $2T valuation, dents AI sentiment and will test the market's appetite for AI assets.Source
AI Capexneutralmid-termThe host says Anthropic's discounted listing hurts AI-sector sentiment and its roughly 900 billion dollars of compute lease commitments are both a growth guarantee and a financial risk, since capacity could go unused if demand slows, model efficiency improves, or customers switch to cheaper rivals; the large listing will directly test market appetite and absorption capacity for AI assets, a two-sided risk assessment rather than a directional call.Source
Market Breadthneutralshort-termThe host notes the volatility index is still hovering near 20 and yesterday's single-day drop was the largest since April 2025, so the market has not truly stabilized and short-term trading still resembles a casino dominated by fast-money players.Source
Market Breadthneutralshort-termWith VIX still hovering near 20, the host judges the market has not truly stabilized.Source
SPYneutralshort-termThe host reads the S&P 500 daily candle as a bullish doji wedged between the 5-day and 10-day moving averages, meaning bulls and bears are temporarily deadlocked awaiting a new catalyst; upside momentum is capped with buyers unwilling to chase near 7600, while left-side bids remain below and shorts have not re-grouped, so no direction is confirmed.Source
SPYneutralshort-termThe S&P 500 printed a doji between its 5- and 10-day lines; buyers lack conviction near 7,600 while dip buyers remain below — a stalemate awaiting a catalyst.Source
QQQneutralshort-termThe Nasdaq 100 was rejected at its 200-day line but closed above the 5-day; a break of either the 200-day or 250-day would trigger accelerated moves via negative gamma.Source
QQQneutralshort-termThe host describes the Nasdaq-100 touching its 200-day moving average intraday and pulling back yet closing above the 5-day line: bulls who missed the rebound treat it as a buy-the-dip entry, while bears read the rejection as confirmation of a dead-cat bounce and re-short, producing a clear intraday tug-of-war with neither side routed and thus a doji.Source
SPYneutralshort-termThe host gives a conditional call: if the index reclaims the annual line or breaks back below the 250-day line, confirmed direction combined with negative gamma would re-accelerate the move, either a faster rally or a faster decline, so he sets no current direction and only flags amplified volatility after a break.Source
AI Capexnegative for stocksshort-termThe host relays SoftBank's first quarterly net loss in nearly two years, a 3.7 billion dollar writedown on a US data-center project and five-year CDS spreads at their widest since October 2022, noting markets worry its finances could become the next risk point in the AI chain, a negative read on AI financing.Source
AI Capexnegative for stocksmid-termSoftBank's first loss in two years on a data-center writedown, with CDS spreads spiking, raises fears it is the next weak link in the AI chain.Source
GEVneutralmid-termGEV dipped on SoftBank's procurement adjustment, but the host argues data centers are only ~20% of signed capacity with bookings to 2032, so the impact should be limited.Source
Otherpositive for stocksmid-termThe host pushes back on fears that SoftBank's procurement change will hit GE Vernova, arguing SoftBank's statement alone cannot confirm any order impact, turbine capacity is already booked out to 2032, demand is not driven only by AI data centers, and data centers are only about 20 percent of contracted capacity versus roughly 80 percent traditional accounts, so the effect should be small.Source
RKLBneutralshort-termRocket Lab reversed a 10% premarket drop to close up 6%; the host can't explain it, dared not buy or chase, and treats it as a meme stock to watch from the sidelines.Source
Otherneutralshort-termThe host says he cannot understand why Rocket Lab erased a 10 percent pre-market loss to close up 6.24 percent, did not dare buy pre-market and does not dare chase now, and views it as a retail-heavy meme stock with manipulative shakes and inexplicable moves, so he will just watch.Source
Fed Policyneutralshort-termThe host sums up the current Fed hiking cycle as tighter liquidity, higher funding costs, very fast sector rotation and no sustained leadership, so he decides to focus on getting the broad index right and only watch individual names, a defensive neutral posture rather than a directional call.Source
HIMSneutralHIMS crashed 16.6% on a weak quarter; the host uses it as a warning that individual meme stocks are too dangerous to buy blindly.Source
Othernegative for stocksshort-termCiting HIMS falling 16.6 percent on weak results, its worst day since June 2025, a third-quarter miss, a swing to a loss and below-consensus full-year guidance, the host concludes individual stocks can be frightening and should not be bought casually, since money gets lost on these meme names.Source

InflationFed PolicyOil & EnergyAI CapexOtherMarket Breadth

2026-11-10

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

Recite Value Investing 100 Times a Day! NaNa Talks US Stocks (2026.11.10)

4 bull · 10 bear · 24 neutralYouTube

SOXX TSM NVDA QQQ TQQQ CRWV+4

Inflationnegative for stocksshort-termOctober CPI came in above expectations; the host sees inflation as stubborn, supporting a December hike and pressuring markets.Source
Fed Policyneutralshort-termThe host does not believe the Fed will hike 50bp in December, but expects the market to trade on that speculation.Source
Fed Policynegative for stocksThe host says he does not believe the Fed will deliver a single 50-basis-point hike, while noting the market may still speculate on such a move; he rejects the aggressive hike itself but stays wary of the narrative-driven volatility.Source

Oil & EnergyneutralThe host argues the two sides lack trust and have made no progress in months, so oil's risk premium behaves like the volatility index, fading in calm periods and spiking on macro shocks; only insiders who effectively draw the candles can profit, and retail traders should stay on the sidelines.Source
Oil & Energyneutralshort-termOil is whipsawed by US-Iran headlines; the host says only insiders profit in this market and retail should stay out.Source
SOXXbearishshort-termThe host says the semiconductor sector pulled back across the board and the Philadelphia Semiconductor Index, dragged down by NVDA, failed its test of the 250-day moving average and fell back, a clearly weak short-term reading.Source
SOXXbearishshort-termSemis pulled back broadly, with the Philly index failing at its 250-day line; hike fears, AI regulation politics and mega issuance soured sentiment.Source
AI Capexnegative for stocksshort-termThe host says aggressive rate-hike expectations, combined with political pressure around AI regulation and heavy bond issuance by the giants, have worsened sector sentiment again, a negative read on the AI capex and financing backdrop.Source
TSMbullishmid-termTSMC's October sales surged 60% year over year, showing AI demand remains strong; the stock unusually rose on revenue day.Source
TSMbullishshort-termThe host notes TSMC's October sales jumped 60 percent year over year, showing AI demand remains strong, and the stock rarely rose against the tape that day unlike previous monthly revenue days, a brief positive assessment.Source
NVDAneutralshort-termNVDA broke $170; the host lays out two scenarios: hold $164 and rebound to $180-185 to fill the gap, or lose it and slide toward $150-140.Source
NVDAneutralshort-termThe host lays out a two-sided technical path for NVDA: support near 164 could allow a rebound into the 180-185 zone to fill Monday's gap, while a break below 164 without a recovery could extend losses toward 150-140. He also notes the short-term RSI is heavily oversold, but technicals can temporarily fail in front of a major macro shock, so oversold does not necessarily mark a bottom.Source
NVDAneutralshort-termThe host calls the CEO-replacement rumour far-fetched, suspects Wall Street is using the selloff to make room and funds for the Anthropic listing, and for now trusts the board will not make the foolish decision to fire Huang, while conceding anything can happen amid political maneuvering.Source
NVDAneutralmid-termThe host discloses he did not add yesterday, is completely lying flat and still holding NVDA, and states he will keep holding only while Jensen Huang remains CEO; if Huang is replaced by anyone other than Musk he will liquidate the entire position. This is a disclosed personal position, with the stance contingent on management rather than a price direction.Source
NVDAneutrallong-termThe host discloses holding NVDA and will keep holding as long as Jensen Huang stays CEO; a replacement (unless Musk) triggers a full exit.Source
QQQbullishshort-termThe host remarks that trading the leveraged Nasdaq-100 fund back and forth beats trading individual stocks, a brief relative preference for the index vehicle over single names without a stated price direction or level.Source
TQQQneutralshort-termIn a hiking cycle with rapid rotation, the host quips that trading TQQQ beats picking individual stocks, and he'll focus on the index first.Source
Othernegative for stocksshort-termThe host says that with NVDA unable to recover, its followers CoreWeave and NBIS are under relatively heavy pressure, a brief negative read on the AI-chain hangers-on without a confidently mapped US ticker.Source
CRWVneutralshort-termCoreWeave beat on revenue, narrowed losses and raised guidance, but faded after an after-hours pop; the host waits for tomorrow's regular session to judge.Source
Otherneutralshort-termThe host calls CoreWeave's results good and says they relieved investors worried about widening losses, with shares initially jumping nearly 9 percent after hours before fading, but he stresses after-hours and pre-market moves do not count and wants to wait for the next cash session, an explicitly undecided stance.Source
AI Capexnegative for stocksmid-termAnthropic's discounted IPO, far below its prior $2T valuation, dents AI sentiment and will test the market's appetite for AI assets.Source
AI Capexneutralmid-termThe host says Anthropic's discounted listing hurts AI-sector sentiment and its roughly 900 billion dollars of compute lease commitments are both a growth guarantee and a financial risk, since capacity could go unused if demand slows, model efficiency improves, or customers switch to cheaper rivals; the large listing will directly test market appetite and absorption capacity for AI assets, a two-sided risk assessment rather than a directional call.Source
Market Breadthneutralshort-termThe host notes the volatility index is still hovering near 20 and yesterday's single-day drop was the largest since April 2025, so the market has not truly stabilized and short-term trading still resembles a casino dominated by fast-money players.Source
Market Breadthneutralshort-termWith VIX still hovering near 20, the host judges the market has not truly stabilized.Source
SPYneutralshort-termThe host reads the S&P 500 daily candle as a bullish doji wedged between the 5-day and 10-day moving averages, meaning bulls and bears are temporarily deadlocked awaiting a new catalyst; upside momentum is capped with buyers unwilling to chase near 7600, while left-side bids remain below and shorts have not re-grouped, so no direction is confirmed.Source
SPYneutralshort-termThe S&P 500 printed a doji between its 5- and 10-day lines; buyers lack conviction near 7,600 while dip buyers remain below — a stalemate awaiting a catalyst.Source
QQQneutralshort-termThe Nasdaq 100 was rejected at its 200-day line but closed above the 5-day; a break of either the 200-day or 250-day would trigger accelerated moves via negative gamma.Source
QQQneutralshort-termThe host describes the Nasdaq-100 touching its 200-day moving average intraday and pulling back yet closing above the 5-day line: bulls who missed the rebound treat it as a buy-the-dip entry, while bears read the rejection as confirmation of a dead-cat bounce and re-short, producing a clear intraday tug-of-war with neither side routed and thus a doji.Source
SPYneutralshort-termThe host gives a conditional call: if the index reclaims the annual line or breaks back below the 250-day line, confirmed direction combined with negative gamma would re-accelerate the move, either a faster rally or a faster decline, so he sets no current direction and only flags amplified volatility after a break.Source
AI Capexnegative for stocksshort-termThe host relays SoftBank's first quarterly net loss in nearly two years, a 3.7 billion dollar writedown on a US data-center project and five-year CDS spreads at their widest since October 2022, noting markets worry its finances could become the next risk point in the AI chain, a negative read on AI financing.Source
AI Capexnegative for stocksmid-termSoftBank's first loss in two years on a data-center writedown, with CDS spreads spiking, raises fears it is the next weak link in the AI chain.Source
GEVneutralmid-termGEV dipped on SoftBank's procurement adjustment, but the host argues data centers are only ~20% of signed capacity with bookings to 2032, so the impact should be limited.Source
Otherpositive for stocksmid-termThe host pushes back on fears that SoftBank's procurement change will hit GE Vernova, arguing SoftBank's statement alone cannot confirm any order impact, turbine capacity is already booked out to 2032, demand is not driven only by AI data centers, and data centers are only about 20 percent of contracted capacity versus roughly 80 percent traditional accounts, so the effect should be small.Source
RKLBneutralshort-termRocket Lab reversed a 10% premarket drop to close up 6%; the host can't explain it, dared not buy or chase, and treats it as a meme stock to watch from the sidelines.Source
Otherneutralshort-termThe host says he cannot understand why Rocket Lab erased a 10 percent pre-market loss to close up 6.24 percent, did not dare buy pre-market and does not dare chase now, and views it as a retail-heavy meme stock with manipulative shakes and inexplicable moves, so he will just watch.Source
Fed Policyneutralshort-termThe host sums up the current Fed hiking cycle as tighter liquidity, higher funding costs, very fast sector rotation and no sustained leadership, so he decides to focus on getting the broad index right and only watch individual names, a defensive neutral posture rather than a directional call.Source
HIMSneutralHIMS crashed 16.6% on a weak quarter; the host uses it as a warning that individual meme stocks are too dangerous to buy blindly.Source
Othernegative for stocksshort-termCiting HIMS falling 16.6 percent on weak results, its worst day since June 2025, a third-quarter miss, a swing to a loss and below-consensus full-year guidance, the host concludes individual stocks can be frightening and should not be bought casually, since money gets lost on these meme names.Source

InflationFed PolicyOil & EnergyAI CapexOtherMarket Breadth

2026-11-091 video

2026-11-09

Why Are Big Tech Stocks Full of Traps? NaNa Talks US Stocks (2026.11.09)

Why Are Big Tech Stocks Full of Traps? NaNa Talks US Stocks (2026.11.09)

6 bull · 0 bear · 17 neutralYouTube

QQQ SPY NVDA SMCI AMD AVGO+10

Otherneutralshort-termThe host infers from the tape that shorts covered en masse and that the sharp drop in the volatility index reversed potential selling from volatility-control funds, pushing U.S. stocks higher intraday; he offers no follow-through direction.Source
GeopoliticsneutralThe host says the stream of U.S.-Iran negotiation headlines is no different from months ago and that the market is simply using the news as an excuse to bounce; he does not attach a directional view to the geopolitical developments themselves.Source
QQQneutralshort-termAfter breaking below the 50-week moving average last week, the Nasdaq 100 quickly recovered it this week, but the host says this is only an oversold technical rebound since the weekly candle is still below the average; confirmation requires a weekly close above it, with 700 as key overhead resistance and 29000 still unreclaimed.Source

Inflationneutralshort-termThe host notes October U.S. CPI is due Tuesday and that a benign reading could lift the index back above the annual moving average and improve bullish sentiment; ahead of the release this is only a conditional setup with no stated direction.Source
Valuationpositive for stocksmid-termCiting data that the S&P 500 technology sector's forward P/E has fallen to about 17 versus 18 for the broad index, a first since 2017, the host concludes tech stocks are now cheap on valuation and that last Thursday's low is at least a silver or iron pit.Source
SPYneutralshort-termThe S&P 500 printed a long bullish daily candle, but 7600 has flipped from strong support into strong resistance; the host says a continued rebound must be watched for a successful break back into the 7600-7800 top zone.Source
NVDAneutralshort-termThe host discloses he is holding 200 NVIDIA shares unchanged pending the November 17 earnings and November 18 congressional hearing; he personally leans toward believing Jensen Huang was not involved in technology leakage, but with the stock already down and the affair unresolved he stays on the sidelines.Source
SMCIneutralWhile analyzing the NVIDIA affair, the host uses executives at Super Micro Computer and peers as an analogy for front figures at Singapore shell companies used to obtain and smuggle high-end GPUs; it is an illustrative comparison with no price view on the stock.Source
AMDbullishshort-termThe host views AMD as the safe haven for semiconductor money until the NVIDIA espionage controversy settles, citing its well-received earnings and analyst target hikes, a 13.26 percent jump, and the absence of a comparable management scandal.Source
AVGOneutralshort-termThe host notes Broadcom's rally was catalyzed by a rival CEO's scandal, but says a similar management risk cannot be ruled out there, so he prefers sheltering in AMD instead; he gives no price direction for Broadcom.Source
MSFTneutralThe host lists Microsoft alongside NVIDIA and Meta as mega-caps that can still blow up overnight, endorsing the idea of owning broad index funds instead; no directional call on Microsoft is given.Source
MUneutralThe host cites Micron Technology among high-flying star stocks that could still blow up overnight, offering no directional call.Source
METAneutralDiscussing single-stock landmines, the host groups the social-media giant with NVIDIA and Microsoft as mega-cap names that can still blow up overnight on unexpected events, citing Buffett's advice to just buy broad index funds; he states no directional view on the stock.Source
CATneutralThe host names Caterpillar among blue-chip examples that could blow up overnight on unexpected events, with no directional view.Source
UNHneutralThe host cites UNH among blue chips that could still blow up overnight on unexpected events, a general risk caveat with no directional call.Source
OtherneutralThe host names the Korean-listed memory chip maker SK Hynix among star stocks that could blow up overnight; since this system covers U.S.-listed instruments only, it is recorded under other with no directional view.Source
GOOGLbullishlong-termThe host believes Alphabet's share price will eventually recover and he is not overly pessimistic, but he stresses the timing is unknowable and that he already exited last week; he also notes the two new tensor processing units have not successfully challenged NVIDIA.Source
SOXXneutralshort-termThe semiconductor index violently rebounded and filled the November 5 gap; a benign CPI could extend the move, but the recent crash damaged sector confidence, overhead supply builds as the index rises, and full recovery takes time, with next resistance near 10900 where the 200-day and monthly averages cross.Source
COHRbullishshort-termThe host feels COHR is increasingly replacing Lumentum as the optical communications leader; after a 62 percent drawdown squeezed out most of the bubble, he sees the oversold rebound potentially reaching around 250 to 260 dollars.Source
RKLBneutralshort-termThe host judges the rocket launcher's third-quarter report unsatisfactory, with a wider-than-expected per-share loss and an after-hours drop, concluding the recent rally merely tracked the broad market with no independent move; he gives no clear direction.Source
Otherneutralshort-termThe host notes the company nicknamed the little moon won a NASA lunar delivery contract, rose 40 percent in two days after a roughly 62 percent drawdown since June and August, but explicitly says he does not know how long the bounce lasts and whether it is a dead-cat bounce or a trend change; the ticker cannot be confirmed, so it is filed under other.Source
CEGbullishshort-termThe host notes this U.S. nuclear power leader surged after earnings to touch its annual moving average resistance, with third-quarter revenue up 45.4 percent, net profit doubling, both above expectations, and a second 2026 guidance raise, so he thinks it may keep probing the higher 250-day average.Source
Market Breadthpositive for stocksshort-termThe host says the market is still in an oversold repair phase and a pullback may not make a new low, adding that Wall Street will likely keep the tone supportive ahead of a new listing; he discloses his index call positions have rallied and suggests buying a little on any second dip this week rather than waiting for a perfect bottom, as long as one does not go all-in, adding he now prefers trading the broad index over single stocks.Source

OtherGeopoliticsInflationValuationMarket Breadth

2026-11-061 video

2026-11-06

Legs too weak to stand after squats! NaNa Talks US Stocks (2026.11.06)

Legs too weak to stand after squats! NaNa Talks US Stocks (2026.11.06)

9 bull · 2 bear · 8 neutralYouTube

SOXX SPY QQQ ORCL TSM IREN+7

Fed Policyneutralshort-termA December rate hike is already consensus, so even a hot jobs report no longer moves equities, in the host's view.Source
AI Capexpositive for stocksmid-termThe host sees Texas data-center regulation as a contained risk: most 2027 capacity is already under construction and even halting over half of projects would cut US AI capex only about 8%.Source
SOXXbullishshort-termWith the SOX forward P/E at 12.7x, below the October 2022 bottom, the host sees the correction low forming within days on both valuation and technical grounds.Source

Market Breadthnegative for stocksshort-termRecord put volume, rare retail net selling, and ongoing deleveraging by CTAs and vol-control funds leave the market with no buyers except corporate buybacks.Source
SPYneutralshort-termThe bounce is weak with selling into strength, and the host warns of a bear raid next week; the 50-week MA near 7241 should provide strong support if tested.Source
QQQbullishmid-termDespite breaking its 50-week MA, the host sees higher odds of a bottom-and-recovery, citing seasonality, the buyback window, low institutional positioning and $8T of sidelined cash for a year-end rally.Source
Otherneutralshort-termA blow-up of the Anthropic IPO is one of two scenarios the host flags that could push indices into a sustained bear, a low-probability but real risk.Source
GeopoliticsneutralThe host struggles to see how a full US-Iran conflict could re-escalate since everything has already been struck, though he concedes the tail risk is not zero.Source
ORCLneutralshort-termThe host calls the Bloomberg Microsoft-Oracle story misleading: it covers an old A100-based 2023 lease, with minimal impact on Oracle's finances or core AI strategy, and the stock recovered intraday.Source
TSMneutrallong-termOn the 3D DRAM rumor, the host suspects media fabrication to pressure memory stocks and thinks TSMC entering memory is not necessarily a good idea.Source
IRENneutralmid-termEarnings impressed with AI cloud revenue up 180% sequentially, but the host warns the planned $6B refinancing means a dilutive offering could hit any time the stock rallies.Source
Ubullishmid-termUnity posted its first GAAP-profitable quarter with its AI ad platform up 126% year over year; the host hopes this is a genuine turnaround but remains somewhat skeptical.Source
APPbullishmid-termAppLovin beat across the board and raised its buyback to $3.6B, validating AI in advertising; the host watches whether the stock can break and hold above its 200-day line.Source
Otherpositive for stocksmid-termUnity and AppLovin results validate AI monetization in advertising; the host expects capital to rotate into AI application software names.Source
GOOGLneutralshort-termAlphabet barely fell and barely rebounded; the host describes the stock as stuck in a sideways grind with no directional call.Source
QCOMbullishlong-termGoogle's new ~$548M stake strengthens Qualcomm's narrative of extending from edge computing into AI infrastructure, though near-term earnings pressure persists.Source
AFRMbearishmid-termDespite solid earnings, the host sees buy-now-pay-later names staying under pressure through the Fed hiking cycle, with no main uptrend likely.Source
ABNBbullishmid-termWith the fastest revenue growth in three years, a $12B new buyback and raised full-year guidance, the host sees Airbnb breaking its August swing high and opening upside.Source
NETbullishshort-termCloudflare posted its fastest growth in nearly four years with a third guidance raise, citing AI-driven security demand; the rebound continues as long as the 5-day line holds on pullbacks.Source

Fed PolicyAI CapexMarket BreadthOtherGeopolitics

2026-11-051 video

2026-11-05

Phone calls for margin calls are exploding! NaNa Talks US Stock Market (2026.11.05)

Phone calls for margin calls are exploding! NaNa Talks US Stock Market (2026.11.05)

1 bull · 6 bear · 2 neutralYouTube

SPY QQQ SOXX CRWV IREN

Geopoliticsneutralshort-termThe host sees the Iran conflict risk as already priced in after a month of speculation; airstrikes alone have limited impact without ground troops.Source
SPYbearishshort-termSPY closed at the day low on a long bearish candle; downside momentum risk remains high tomorrow, with 7300-7320 and 7245 as key support zones.Source
SPYbullishmid-termThe host discloses he bought today's crash and will add more if SPY falls to 7320-7245, seeing upside into year-end.Source

AI Capexneutralmid-termThe host argues Democratic data-center regulation is a storm in a teacup for big tech since AI development is bipartisan consensus; only leveraged small players get hurt.Source
QQQbearishshort-termQQQ broke multiple supports and the trend is broken; 660/680 flipped to resistance and 700 is the bull-bear line, with an extreme downside scenario near 26000.Source
SOXXbearishshort-termThe Philadelphia Semiconductor Index plunged 12.25% and the sector bubble is large; it may seek support near 8300, this year's prior high.Source
CRWVbearishmid-termThe stock gapped down and accelerated lower; about 40% of its planned data centers sit in now-Democrat-controlled states, making it the most exposed to regulatory tightening.Source
IRENbearishmid-termIts Texas data center reportedly faces delays of weeks or months due to cabling issues, and Microsoft is tightening oversight of its projects.Source
AI Capexnegative for stocksmid-termTighter regulation may disrupt hyperscaler capex plans and hit the whole AI infrastructure chain; heavily indebted Neoclouds risk bankruptcy if funding breaks.Source

GeopoliticsAI Capex

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