NVDANVIDIANeutralNVIDIA
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Nvidia’s stock is down 31% in the last month. That amounts to about a $1.8 trillion loss in market cap—roughly Australia’s GDP. https://t.co/JdvTJrXnMI
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Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Cite asCryptoQuant has tracked the directional calls on LNG by @biancoresearch on X since Nov 2022: not yet scored on LNG (as of Nov 12, 2026).
Other assets covered (11)
1 LNG call on record, a thin history.
Relative view by default: fewer than 30 LNG 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 @biancoresearch to submit corrections.
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Nvidia’s stock is down 31% in the last month. That amounts to about a $1.8 trillion loss in market cap—roughly Australia’s GDP. https://t.co/JdvTJrXnMI
View original →NVDA has to weigh not only the risk of losing Jensen but also the prospect of competing with him. https://t.co/UmEp9xrSSZ
View original →In the last 2+ weeks, Brent Crude Oil (blue) has declined 22%, from $116.72 on October 23rd to $90.56 today. But the 10-year yield (black) has declined by only 10 basis points (from 4.99% on Oct 23 to 4.89% today). The bond market is NOT about crude prices. https://t.co/ITS2sBhVLV
View original →What I think is the biggest news from election night for markets: * A Democrat won the Texas governorship for the first time in decades. But Republicans still control the Texas House and Senate. * Texas will host 25% of all data centers coming online between now and 2030. * Incumbent Republican governor Greg Abbott put a moratorium on data center construction on September 21st. The hope was that he would win and lift the moratorium. The fear is that the moratorium won't be lifted. NDX (NASDAQ 100) is down more than 2%.
View original →This is JP Morgan’s view is Wall Street consensus. It assumes there is one Democratic Party. My view aligns more with Democrat Strategist Jim Carville, who spoke on the Bulwark podcast two weeks ago. He suggests there are two Democratic parties, the Democratic Socialists of America (DSA) and the more moderate/traditional Democrats. These divisions mean the margin of victory might play a huge role in the market’s reaction. -- Carville: “I would be disappointed if it comes in at 225 House seats. That would almost be—I would rather the Republicans keep the House by five than the Democrats win by five because if that happens, they’re hostage to the DSA. Like, Hakeem [Jeffries] cannot move. He has nowhere to go. Even if you have a close Senate, [Sen. John] Fetterman would keep [Sen. Chuck] Schumer Pepto-Bismol all night. So I think this is one of those races where margin matters a lot.” -- We would add that if the Senate is a 51-49 Democrat majority, not only does presumed Senate Majority Leader Chuck Schumer have to worry about PA Senator John Fetterman siding with Republicans, but Vermont Senator Bernie Sanders and a presumed Michigan winner Abdul El-Sayed could put up a “block” because the Democratic Party is not progressive enough. This issue would come to a head almost immediately over data centers. Moderate/traditional Democrats, such as unions and middle-class voters, want those jobs. They are accelerationists. The DSA wants to block more data center construction. They are decelerationists. This could turn into an epic fight within the Democratic Party.
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