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It is hard to see a clean bull market when $NVDA $TSM $GOOGL are acting like they are. Can someone reason a contrarian view?
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Portfolio Manager of Turbotection® building @RevereAsset Management. Partner with @Deepvue. Not Investment Advice; Only my thoughts. ted@revereasset.com.
Cite asCryptoQuant has tracked the directional calls on NVDA by @TedHZhang on X since Apr 2026: not yet scored on NVDA (as of Nov 11, 2026).
Other assets covered (14)
1 NVDA call on record, a thin history.
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 @TedHZhang to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
It is hard to see a clean bull market when $NVDA $TSM $GOOGL are acting like they are. Can someone reason a contrarian view?
View original →$NVDA earnings 8 days will be key. It is down over 5 weeks in a row below all weekly key moving averages. What they report, what they say and how price reacts will be telling. This has been the KEY stock to the entire AI revolution and bull market. They are supporting all the circular financing as well.
View original →Note how the news now sours after $NVDA is down 20% from Highs below its 200-day MA and most AI stocks down 50%+ https://t.co/4STpBHZAE5
View original →Stan Druckenmiller on spotting the next big theme Druckenmiller's team saw the top Stanford and MIT engineers moving from crypto to AI. He bought NVIDIA at 150 a month before ChatGPT came out, then followed the theme into power and uranium. When a theme shows up, I don't stop at the first obvious stock. I map the whole chain, because that's where the next leaders come from.
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