Jensen Huang’s drama officially escalated today: this isn’t internet users gossiping—it’s Nvidia’s board launching a direct investigation into Huang, sending the stock plunging 5.75% premarket. The -4.2% move in on-chain NVDA perpetuals over the weekend was just an emotional preview; the real price discovery starts when U.S. markets open tonight. Don’t forget Nvidia also has to deliver its earnings report on November 17: consensus EPS is 2.53, with revenue at 111.3 billion. The management turmoil, stacked on top of an AI pullback, makes this one worth watching.
Oil is even more surreal. Trump told CNN that “another attack on Iran is highly unlikely,” then turned around and announced that the Iron Gate task force was “fully operational,” with the blockade expanded to include land transport. The Revolutionary Guard, meanwhile, claimed it let not a single smuggling oil tanker through the Strait of Hormuz last night. Before the bulls could catch their breath, a Russian refinery in Leningrad was hit by drones. Brent is pulling back today, but institutions’ average price forecasts are still pinned at $85–90 a barrel. This price is all about the tug-of-war.
The Fed hasn’t been idle either: Williams, Musalem, and Daly all voiced support for further rate hikes. Bets on a December hike are rising, and Tuesday’s CPI report will be the one grading the test. $BTC is hovering around $75,000 and will most likely keep moving in tandem with U.S. stock futures.
My take: Huang’s situation is a short-term sentiment bomb; earnings are the real make-or-break moment. The show of talking peace while imposing a blockade will keep playing out. Don’t rush to pick a side before the open—position size matters more than opinions.
$NVDA $BTC $ETH
NFA DYOR
#英伟达 #美股 #原油 #美联储 #Bitcoin
Oil is even more surreal. Trump told CNN that “another attack on Iran is highly unlikely,” then turned around and announced that the Iron Gate task force was “fully operational,” with the blockade expanded to include land transport. The Revolutionary Guard, meanwhile, claimed it let not a single smuggling oil tanker through the Strait of Hormuz last night. Before the bulls could catch their breath, a Russian refinery in Leningrad was hit by drones. Brent is pulling back today, but institutions’ average price forecasts are still pinned at $85–90 a barrel. This price is all about the tug-of-war.
The Fed hasn’t been idle either: Williams, Musalem, and Daly all voiced support for further rate hikes. Bets on a December hike are rising, and Tuesday’s CPI report will be the one grading the test. $BTC is hovering around $75,000 and will most likely keep moving in tandem with U.S. stock futures.
My take: Huang’s situation is a short-term sentiment bomb; earnings are the real make-or-break moment. The show of talking peace while imposing a blockade will keep playing out. Don’t rush to pick a side before the open—position size matters more than opinions.
$NVDA $BTC $ETH
NFA DYOR
#英伟达 #美股 #原油 #美联储 #Bitcoin