Seth Golden, chief market strategist at https://t.co/BYwFFVVSea . Top Charles Schwab trading hit rate 5 years running. Managing director Golden Capital Portfolio
Cite asCryptoQuant has tracked the directional calls on NVDA by @GroupFinom on X since Jul 2026: not yet scored on NVDA (as of Nov 11, 2026).
Other assets covered (32)
Relative view by default: fewer than 30 NVDA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @GroupFinom to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Public Service Announcement: Chinese spy scandals are less important < on Wednesdays than Tuesday! Thank you for your attention to this subject matter! (how are earnings?) $SPX $SPY $QQQ $NVDA $SMH $NDX
View original →View from THE bottom? Over 100 trading days through November 5th $XLK underperformed $SPY by -12.7 pts, the most since at least 2010. When Tech has lagged the S&P by 2 standard deviations in the past, the downside has been limited, often marking the bottom. $ES_F $SPX $MSFT $MU $AVGO $QQQ $NDX $SPCX $AAPL $NVDA $MAGS $SMH
View original →Both the $SOXX and $SMH have fallen to below 13x forward earnings. The spread between Semi valuation and the S&P's P/E is ~5pts, the most since 2022. $SPX $SPY $QQQ $NVDA $MRVL $AMD $MU $NDX $TSM $SKHY
View original →Tech is still dominating the sector earnings trajectory, despite price action underperforming over the trailing 90-day period. Assuming same underperformance while EPS estimates continue to rise, P/E would fall to 12.6X, a P/E never seen before in the history of $XLK. $SPX $SPY $ES_F $SMH $SOXX $NVDA $MSFT $AAPL $GOOGL $QQQ $NDX $SPCX $DIA $TSLA
View original →There’s an old saying in Silicon Valley, which the Nvidia Board of Directors certainly knows, that goes “You don’t fire Steve Jobs”. Visionary founders who can scale a business profitably over decades are truly rare. Huang is certainly one of them. $NVDA
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