U.S. PPI rose 6.5% year over year in October, below market expectations
Post
老腊肉-kevin
·
--
#黄仁勋辞任ceo，英伟达战略走向受关注 My U.S. Stock Premarket Diary (November 13, 2026): NVDA digs a hole, CBRS takes the baton, and the money hasn’t left—it’s just changing seats?
Watching the screen before the market opens: NVDA is at 170.10, up 2.35%, with trading volume already hitting $950 million. Last night, news that Jensen Huang had been removed from the list of executives and that several institutions had cut their price targets sent the stock plunging as much as 14%. But retail investors piled in and bought $110 million worth in the first half-hour after the opening bell, filling the hole almost single-handedly.
This script feels all too familiar—the lows created by panic selling are always there for those brave enough to reach in.
The real target isn’t NVDA itself, but CBRS. It’s at 114.30 premarket, soaring 16.93%. Q3 core revenue grew 70% year over year, full-year guidance was raised, and Microsoft was signed as a customer.
The market’s message is crystal clear: if NVDA’s leadership is uncertain, look to second-tier AI chipmakers whose results are already on the table and whose valuations haven’t recovered yet. MU is at 801.585 premarket, up 0.39%; the memory sector is quietly following along too.
AMD is slightly down 1.77% premarket, but it’s up more than 30% so far this week. Broadcom is also up more than 24%. Money is flowing out of NVDA, but it hasn’t left semiconductors—it’s just moved to another seat.
TSLA is at 400.00 premarket, up a modest 0.64%, but money is shifting toward SpaceX. Capital within Musk’s empire is on the move, and that’s a signal we can’t afford to ignore.
Today’s trading thesis is simple: NVDA’s drop is a chance to see whether buyers step in; CBRS and MU are the real offensive plays. $NVDA $CBRS $SOXL
Watching the screen before the market opens: NVDA is at 170.10, up 2.35%, with trading volume already hitting $950 million. Last night, news that Jensen Huang had been removed from the list of executives and that several institutions had cut their price targets sent the stock plunging as much as 14%. But retail investors piled in and bought $110 million worth in the first half-hour after the opening bell, filling the hole almost single-handedly.
This script feels all too familiar—the lows created by panic selling are always there for those brave enough to reach in.
The real target isn’t NVDA itself, but CBRS. It’s at 114.30 premarket, soaring 16.93%. Q3 core revenue grew 70% year over year, full-year guidance was raised, and Microsoft was signed as a customer.
The market’s message is crystal clear: if NVDA’s leadership is uncertain, look to second-tier AI chipmakers whose results are already on the table and whose valuations haven’t recovered yet. MU is at 801.585 premarket, up 0.39%; the memory sector is quietly following along too.
AMD is slightly down 1.77% premarket, but it’s up more than 30% so far this week. Broadcom is also up more than 24%. Money is flowing out of NVDA, but it hasn’t left semiconductors—it’s just moved to another seat.
TSLA is at 400.00 premarket, up a modest 0.64%, but money is shifting toward SpaceX. Capital within Musk’s empire is on the move, and that’s a signal we can’t afford to ignore.
Today’s trading thesis is simple: NVDA’s drop is a chance to see whether buyers step in; CBRS and MU are the real offensive plays. $NVDA $CBRS $SOXL
