NeutralNVDANVIDIANVIDIAAMD
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$AMD - They need to be careful. China: 'What if we just match Lisa Su with a handsome Asian guy?' AMD's board better start stress-testing that scenario after what happened at $NVDA
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I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA
Cite asCryptoQuant has tracked the directional calls on NVDA by @longriverCM on X since Aug 2026: not yet scored on NVDA (as of Nov 11, 2026).
Other assets covered (17)
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 @longriverCM to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$AMD - They need to be careful. China: 'What if we just match Lisa Su with a handsome Asian guy?' AMD's board better start stress-testing that scenario after what happened at $NVDA
View original →$NVDA doesn’t look too promising. https://t.co/4idX08s9Vd
View original →Jensen Huang scandal makes Warren Buffett look even more impressive.. Decades of marriage. Minimal scandal. How can people not respect Warren..
View original →Can’t be the guy who pops the AI bubble if your wife gets to sell the stock and tank NVIDIA $NVDA first. That’s not an affair. That’s alpha generation.
View original →$NVDA Jensen’s legal team has one move left: Have the alleged Chinese spy identify as transgender. Suddenly half the country is too scared to ask follow-up questions.
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