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#黄仁勋因婚外情致歉，英伟达启动独立调查 Intraday U.S. market snapshot (Nov 9): Oil prices got crushed, Nvidia got cut, and money is flowing here

First, the numbers. The Dow is up around 1.1%, the S&P 500 is up 0.85%, and the Nasdaq is up 0.8%—but one name is holding it back. WTI plunged to 87.3 and Brent to 94. After Trump said, “It’s unlikely we’ll strike Iran again,” oil prices gave up their entire geopolitical premium.

Nvidia fell more than 7% at one point intraday. The board has launched an independent investigation into the CEO situation, and investors are distancing themselves from the stock.

At the same time, AMD rose 6.34%, Amazon gained 4.66%, Meta climbed 4.06%, and Microsoft and Google were both up. Memory and optical-component stocks took a hit alongside Nvidia, but Micron, SanDisk, and Coherent all rose. Platform stocks and semiconductor names outside Nvidia weren’t rattled at all.

Don’t see Nvidia fall and conclude that AI is over. The money hasn’t left—it’s changing pockets: cutting one name while holding on to a whole group. What’s really being sold is the “Nvidia trade,” not the entire tech sector.

So today’s play is simple: don’t try to catch a falling knife in Nvidia; wait for it to clear up its own mess. If you’re betting on a semiconductor rebound, steer clear of NVDA and look at names like AMD and Broadcom that haven’t been touched by the scandal. Falling oil prices are a short-term boost for the Dow and consumer stocks. $SOXL $SNDK $MUU

#黄仁勋因婚外情致歉，英伟达启动独立调查 Intraday U.S. market snapshot (Nov 9): Oil prices got crushed, Nvidia got cut, and money is flowing here

First, the numbers. The Dow is up around 1.1%, the S&P 500 is up 0.85%, and the Nasdaq is up 0.8%—but one name is holding it back. WTI plunged to 87.3 and Brent to 94. After Trump said, “It’s unlikely we’ll strike Iran again,” oil prices gave up their entire geopolitical premium.

Nvidia fell more than 7% at one point intraday. The board has launched an independent investigation into the CEO situation, and investors are distancing themselves from the stock.

At the same time, AMD rose 6.34%, Amazon gained 4.66%, Meta climbed 4.06%, and Microsoft and Google were both up. Memory and optical-component stocks took a hit alongside Nvidia, but Micron, SanDisk, and Coherent all rose. Platform stocks and semiconductor names outside Nvidia weren’t rattled at all.

Don’t see Nvidia fall and conclude that AI is over. The money hasn’t left—it’s changing pockets: cutting one name while holding on to a whole group. What’s really being sold is the “Nvidia trade,” not the entire tech sector.

So today’s play is simple: don’t try to catch a falling knife in Nvidia; wait for it to clear up its own mess. If you’re betting on a semiconductor rebound, steer clear of NVDA and look at names like AMD and Broadcom that haven’t been touched by the scandal. Falling oil prices are a short-term boost for the Dow and consumer stocks. $SOXL $SNDK $MUU

#黄仁勋因婚外情致歉，英伟达启动独立调查 Intraday U.S. market snapshot (Nov 9): Oil prices got crushed, Nvidia got cut, and money is flowing here

First, the numbers. The Dow is up around 1.1%, the S&P 500 is up 0.85%, and the Nasdaq is up 0.8%—but one name is holding it back. WTI plunged to 87.3 and Brent to 94. After Trump said, “It’s unlikely we’ll strike Iran again,” oil prices gave up their entire geopolitical premium.

Nvidia fell more than 7% at one point intraday. The board has launched an independent investigation into the CEO situation, and investors are distancing themselves from the stock.

At the same time, AMD rose 6.34%, Amazon gained 4.66%, Meta climbed 4.06%, and Microsoft and Google were both up. Memory and optical-component stocks took a hit alongside Nvidia, but Micron, SanDisk, and Coherent all rose. Platform stocks and semiconductor names outside Nvidia weren’t rattled at all.

Don’t see Nvidia fall and conclude that AI is over. The money hasn’t left—it’s changing pockets: cutting one name while holding on to a whole group. What’s really being sold is the “Nvidia trade,” not the entire tech sector.

So today’s play is simple: don’t try to catch a falling knife in Nvidia; wait for it to clear up its own mess. If you’re betting on a semiconductor rebound, steer clear of NVDA and look at names like AMD and Broadcom that haven’t been touched by the scandal. Falling oil prices are a short-term boost for the Dow and consumer stocks. $SOXL $SNDK $MUU

#黄仁勋因婚外情致歉，英伟达启动独立调查 Intraday U.S. market snapshot (Nov 9): Oil prices got crushed, Nvidia got cut, and money is flowing here

First, the numbers. The Dow is up around 1.1%, the S&P 500 is up 0.85%, and the Nasdaq is up 0.8%—but one name is holding it back. WTI plunged to 87.3 and Brent to 94. After Trump said, “It’s unlikely we’ll strike Iran again,” oil prices gave up their entire geopolitical premium.

Nvidia fell more than 7% at one point intraday. The board has launched an independent investigation into the CEO situation, and investors are distancing themselves from the stock.

At the same time, AMD rose 6.34%, Amazon gained 4.66%, Meta climbed 4.06%, and Microsoft and Google were both up. Memory and optical-component stocks took a hit alongside Nvidia, but Micron, SanDisk, and Coherent all rose. Platform stocks and semiconductor names outside Nvidia weren’t rattled at all.

Don’t see Nvidia fall and conclude that AI is over. The money hasn’t left—it’s changing pockets: cutting one name while holding on to a whole group. What’s really being sold is the “Nvidia trade,” not the entire tech sector.

So today’s play is simple: don’t try to catch a falling knife in Nvidia; wait for it to clear up its own mess. If you’re betting on a semiconductor rebound, steer clear of NVDA and look at names like AMD and Broadcom that haven’t been touched by the scandal. Falling oil prices are a short-term boost for the Dow and consumer stocks. $SOXL $SNDK $MUU

#ai芯片股重挫纳指周跌3.4% My U.S. Stock Pre-Market Diary (November 9): How to Play SNDK, SpaceX, and SOXL

Dow futures extended their gains to 1%, S&P 500 futures rose 0.61%, and Nasdaq futures, after briefly falling 1%, rebounded to near unchanged. Money is flowing into the Dow and Russell, not the Nasdaq, because Nvidia is still down 5% pre-market.

SNDK is down 2.20% pre-market, SK Hynix is down 2.81%, and Micron and Western Digital are also lower. Storage is the weakest part of the market this morning. SpaceX is up just 2%, showing that the “Musk trade” hasn’t lifted storage stocks along with it.

SOXL pre-market quotes are all over the place: one contract quote has it up 7.49% at $100.69, while another shows it up 3.23% at $104.35. The wide gap itself is a signal: retail traders are betting on a direction in leveraged ETFs; institutions aren’t piling in.

SNDK, SK Hynix, and Nvidia are all down, and semiconductor stocks haven’t followed the move at all. SOXL’s small premium reflects bets on tonight’s open, not a trend.

As for trades, I wouldn’t go long on SNDK. It’s down more than 2% pre-market and the whole sector is weak, so wait for the open to see if buyers step in. If they don’t, walk away. Don’t chase SpaceX at 136.98; wait for a pullback to 128–130 before considering an entry. Stop-loss at 124, take-profit at 145. The bet is on another move up after it consolidates sideways. $SOXL $SPCX $SNDK

#非农就业数据推升加息预期
Oil prices have already plunged nearly 3% in premarket trading today, after retreating from a high of 105.
There has been a steady stream of positive news from the US-Iran front.
Now it’s Iran’s turn for the TACO trade.
Trump’s stance has also softened considerably lately.
Since the Democrats’ big win, the US-Iran situation seems to be developing in a more positive direction.
With oil prices recently retreating, could a bearish position hedge against a decline in US stocks? $CL $SOXL $SNDK

#非农就业数据推升加息预期
Oil prices have already plunged nearly 3% in premarket trading today, after retreating from a high of 105.
There has been a steady stream of positive news from the US-Iran front.
Now it’s Iran’s turn for the TACO trade.
Trump’s stance has also softened considerably lately.
Since the Democrats’ big win, the US-Iran situation seems to be developing in a more positive direction.
With oil prices recently retreating, could a bearish position hedge against a decline in US stocks? $CL $SOXL $SNDK

#ai芯片股重挫纳指周跌3.4% Intraday market brief: Korean, Hong Kong, and A-shares (November 9): Nvidia takes a hit in overnight trading; are funds rotating positions across the three markets?

Nvidia fell more than 3% in overnight trading. The board launched an investigation into the matter involving Jensen Huang, but the Philadelphia Semiconductor Index didn’t collapse. That suggests the selloff is in an individual stock, not a breakdown in the semiconductor thesis.

After reviewing the market action, the reality is this: defensive sectors are indeed attracting money, the offensive camp is fighting among itself, and the Korean memory-stock rebound is painfully weak.

A-shares: Banks saw net inflows of 400 million yuan, and utilities 1 billion yuan. Coal stocks opened higher and continued to rise, with Zhengzhou Coal Power and Antai Group hitting their upper limits. Meanwhile, although the midday report showed net inflows from major funds of 8 billion yuan each for CPO and 5G, prices narrowed steadily after opening higher and rallying. Components and communications equipment were still among the biggest losers in the morning. Money isn’t rushing into computing power across the board: defensive core positions are attracting buyers, while computing-power stocks are seeing repeated back-and-forth trading.

Hong Kong stocks: Mainland Chinese investors recorded net inflows of 2.41 billion Hong Kong dollars for the full day. China Construction Bank alone attracted 930 million, Bank of China 242 million, and ICBC also drew in defensive funds seeking high dividends. Meituan and JD.com fell. In semiconductors, a large investor snapped up 80 million yuan worth of Hua Hong shares, but tech stocks as a whole failed to move in unison. Hong Kong’s underlying theme is defensive, dividend-focused investing.

Korea: Samsung briefly rose more than 2% in the morning, while SK Hynix fell more than 3%. The two memory giants moved in opposite directions, making for a highly uneven rebound. Foreign investors were net sellers of more than 200 billion won right from the open; the rebound was supported entirely by institutions and retail investors buying on dips. The memory-stock “rebound” is highly questionable and shouldn’t be treated as a signal to go on the offensive.

Money is taking shelter in banks, coal, and high-dividend stocks. The semiconductor sector is seeing an oversold bounce, not the start of a major rally. Even Korea’s memory stocks are struggling to mount a convincing recovery.$KORU $SOXL $SKHYNIX #黄仁勋因婚外情致歉，英伟达启动独立调查