Digest summary

Morning James — overnight X into the weekend is cautious on the tape, loud on AI policy/capacity, and messy on neoclouds. Authors’ opinions only. Markets closed.

Big headlines - @KobeissiLetter: FT (as he posted) that US officials believe Nvidia CEO Jensen Huang had a “romantic relationship” with a Chinese spy — @Mr_Derivatives riffed “honey trap.” - @pequityresearch: Morgan Stanley sees about 12 GW of US data-center capacity at risk by 2030 (TX/OH delay figures as posted), tagging $GOOGL $MSFT $AMZN $META $CRWV $NBIS — against Wedbush via the same account that neocloud paybacks keep falling so DCs “will get built”. - @jukan05: FundaAI (as he posted) — SpaceX ordered ~6,000 racks for 2027 space-based DCs, planning 1 GW into space. - Your own Fri after-close (not X): weekly exits CONFIRMED — TSM 375.29 < 390 and ASML 1424.75 < 1500; AMD 449.03 reclaimed SMA200 415; TSM also reclaimed Jul 29 low 372.72; AMZN held >235; QQQ 656.18 still <700 (buys paused).

Where they agree / disagree - Defend the bounce: @Mr_Derivatives $SPY/$QQQ/$DIA/$RSP — “huge huge huge lines the bulls gotta defend”; S&P on pace for a 3rd down month (last 4+ streak 2011, his framing); @great_martis Apple/AI-bubble vs Microsoft/dot-com warning. - Bottom / dip-buy camp: @babyfolio “was this the bottom or not?”; @ren_stocks $NBIS $MU $LITE $SNDK $BE LFG!!!! after a Senate AI DC/power bill headline. - NBIS split: @babyfolio MSFT leaving older ORCL GPUs = bullish newer-capacity $NBIS/$IREN/$CRWV vs @ren_stocks Citrini still shorting NBIS into earnings (swapped IREN off the short leg). - Policy: @ChrisGPT anti-pause/moratorium (China keeps going) vs @kimmonismus midterms “very detrimental” to US AI development.

Holdings / themes touchpoints - BE: still on @ren_stocks’s LFG list. - NVDA: FT spy headline cluster (Kobeissi / Mr_Derivatives) — no fresh price levels overnight. - Semis demand: @KobeissiLetter US computer/semis imports +$12.1B in Sept to a record ~$86.9B (his figures); @zephyr_z9 TEL coaters expecting >>50% YoY (WFE/ASML-adjacent). - OpenAI: @ChrisGPT “more than 2 times ahead” of 2026 revenue projection (his claim). - No mentions of DDOG, CRWD, ASML, CRDO, AMD, or TSM in the new overnight posts.

Stock report: Overnight stayed slightly risk-off on the tape (QQQ net −0.67) with NVDA headline risk (−1.0) and MS capacity-at-risk tags on GOOG/AMZN (−1.0); BE still +1.0; NBIS/MU mixed; neoclouds softly +0.20; Anthropic/OpenAI notes +0.67. Saved as stock_sentiment_2026-11-07_am (md and html) on the box.

Full stock sentiment report

Stock sentiment from James’s X feed: Saturday, Nov 7, 2026 (morning)

Source: about 40 new public original posts (no retweets, no replies) from 13 of the 26 followed accounts, posted roughly ~4:52 PM ET Friday to ~5:13 AM ET Saturday. Quiet overnight: @ParadisLabs, @poteto, @MrTinvests, @TheProfInvestor, @markminervini, @thestockwhale, @aleabitoreddit, @GavinSBaker, @TheLongInvest, @EMostaque, @alexwg, @ChrisCamillo, @RoyLMattox. Heaviest posters: @Mr_Derivatives (9), @ChrisGPT (5), @ren_stocks (4), @babyfolio / @jukan05 / @kimmonismus / @pequityresearch (3 each). Every stance, level, and number below is the author’s opinion or claim. None of it has been verified.

Summary

Overall: Weekend hangover — authors stayed cautious on the tape while fighting over AI policy, power/capacity risk, and neocloud positioning, in the authors’ telling. @Mr_Derivatives said bulls have “huge huge huge lines” to defend on $SPY/$QQQ/$DIA/$RSP and noted the S&P is on track for a 3rd down month (last 4+ streak was 2011, his framing). @great_martis posted an “Apple & the AI Bubble vs. Microsoft & the Dot-Com Era” warning. Against that, @babyfolio asked “was this the bottom or not?” and @ren_stocks cheered “$NBIS $MU $LITE $SNDK $BE LFG!!!!” after a bipartisan Senate AI data-center / power bill headline. Loudest single post: @KobeissiLetter on an FT report that US officials believe Nvidia CEO Jensen Huang had a “romantic relationship” with a Chinese spy (his framing of the FT story).

For James’s themes: Capacity and power stayed front-and-center. Morgan Stanley via @pequityresearch sees about 12 GW of US data-center capacity at risk by 2030 (Texas/Ohio delay figures as posted), tagging $GOOGL $MSFT $AMZN $META $CRWV $NBIS. Wedbush’s Matt Bryson via the same account said neocloud paybacks keep falling so DCs “will get built” even with more regulation. @babyfolio flipped the Microsoft/Oracle GPU-rent story into a bull case for newer-capacity neoclouds ($NBIS/$IREN/$CRWV). @jukan05 relayed FundaAI that SpaceX ordered about 6,000 racks for 2027 space-based DCs aiming at 1 GW. @zephyr_z9 noted Tokyo Electron’s coater segment expecting much higher than 50% YoY growth (vs a prior peak of 43% in FY2022, his figures) — WFE/ASML-adjacent demand. Semis demand: @KobeissiLetter said US imports of computers/accessories/semiconductors surged about +$12.1B in September to a record ~$86.9B (his figures). Policy split: @kimmonismus said midterms look “very detrimental” to US AI development; @ChrisGPT argued a pause/moratorium would slow America while China keeps going. OpenAI: @ChrisGPT said the company is “more than 2 times ahead” of its 2026 revenue projection (his claim). For James’s own context (not from X): Fri 11/6 after-close confirmed weekly exits — TSM 375.29 < 390 and ASML 1424.75 < 1500; AMD 449.03 reclaimed SMA200 415; TSM also reclaimed Jul 29 low 372.72; AMZN held >235; QQQ 656.18 still <700 (buys paused). Markets closed for the weekend.

Most bullish (at least 2 mentions): BE (net +1.0 on the LFG tag), OpenAI revenue-run-rate notes (+1.0), WFE/TEL demand (+1.0 on 1 post), US chip/computer import surge (+1.0 on 1 post), and SpaceX space-DC racks (+1.0 on 1 post). Neoclouds were mixed-to-softly-bullish once Wedbush “will get built” and babyfolio newer-capacity notes are weighed against MS capacity-at-risk and the Citrini NBIS short update.

Most bearish (at least 2 mentions): QQQ/broad weekend tape (net about −0.67 on defend-the-lines / 3-down-months / AI-bubble framing), NVDA on the FT spy/”honey trap” headline cluster (net about −1.0), and GOOG/MSFT/AMZN on the Morgan Stanley 12 GW capacity-at-risk tag (each −1.0 on that single post). NBIS mixed (LFG + newer-capacity bull vs Citrini still shorting NBIS into earnings).

Changes vs. Nov 6 evening report: The contested Friday bounce debate went quiet into the weekend; overnight shifted to policy/capacity risk and a headline storm around Jensen/NVDA. BE stayed tagged bullish (ren LFG). NBIS flipped from clean babyfolio bull to mixed after Citrini kept NBIS on the short leg (swapping out IREN). New: Morgan Stanley 12 GW US DC capacity at risk; SpaceX 6,000 racks / 1 GW space DC claim; TEL coater >50% growth note; OpenAI “2× ahead” of 2026 revenue projection. Still no mentions of DDOG, CRWD, ASML (except James’s own weekly-exit note), CRDO, AMD, or TSM in the new posts.

Method: Same as prior reports. Original posts only (no retweets or replies). I matched cashtags and clear company names in every new post, then judged each author’s stance per ticker as bullish, bearish or neutral from the visible text. Net score = (bullish − bearish) ÷ total, from −1 to +1. Promo-heavy accounts (@thestockwhale, @NoLimitGains) count at half weight, near-duplicate posts are dropped (kept the later ChrisGPT edit on congressmen/AI bans; dropped the earlier stub), very short low-engagement posts and pure AI-model/benchmark/TTS/image posts without a market angle are skipped (aerobics, “It’s true,” Assembly promo, GPT-Image/TTS benches, Claude Pokémon memory, casino/IEP/BAC tangents, and a media-only “WTF?” from @jukan05), and purely political posts are scored under Macro/DC.

James’s holdings

QQQ / Nasdaq 100 and broad market — holding

6 mentions from 4 accounts · bullish 0 / bearish 4 / neutral 2 · net -0.67 (bearish, authors’ opinions)

Weekend caution after Friday’s contested bounce. Bear: @Mr_Derivatives on “huge huge huge lines the bulls gotta defend” for $SPY/$QQQ/$DIA/$RSP; S&P on pace for a 3rd down month (4+ streak last in 2011, his framing); Fear/Greed without a Greed reading for ~2.5 months; @great_martis “Apple & the AI Bubble vs. Microsoft & the Dot-Com Era.” Neutral: @babyfolio “was this the bottom or not?”; @ren_stocks sharing a dot-com vs AI-bubble visual. No fresh QQQ price levels from authors overnight.

Notable posts: - @Mr_Derivatives (bearish, 370 likes): “$SPY $QQQ $DIA $RSP Huge huge huge lines the bulls gotta defend here… https://t.co/5XjUk9Wf3s” - @Mr_Derivatives (bearish, 283 likes): “It’s been almost 2.5 months since the Fear/Greed meter registered a Greed reading. It’s been almost 16 months since the Fear/Greed meter registered an Extreme Greed reading.” - @Mr_Derivatives (bearish, 268 likes): “$SPY Yes November is still young, but currently where it stands the S&P500 is down 3 months in a row. The last time it dropped 4+ months in a row was waaaaaay back in 2011! So if N…” - @great_martis (bearish, 152 likes): “Apple & the AI Bubble vs. Microsoft & the Dot-Com Era In the biblical narrative of Genesis, Eve consumes the forbidden fruit from the Tree of the Knowledge of Good and Evil, seduce…” - @babyfolio (neutral, 130 likes): “What do you guys think, was this the bottom or not?” - @ren_stocks (neutral, 49 likes): “Great visual comparing the dot-com era vs the current Ai “bubble” https://t.co/Uo6Mqw08JA”

Levels and figures cited (as claimed by the authors, not verified): - @Mr_Derivatives: S&P on pace for 3 down months; last 4+ streak in 2011 (his framing). - James (not X): QQQ after-close 11/6 at 656.18, still below 700, so buys stay paused.

AMZN — holding

1 mentions from 1 accounts · bullish 0 / bearish 1 / neutral 0 · net -1.0 (bearish, authors’ opinions)

One capacity-risk mention: Morgan Stanley via @pequityresearch tagged $AMZN among names exposed to ~12 GW of US data-center capacity at risk by 2030 (Texas/Ohio delay figures as posted).

Levels and figures cited (as claimed by the authors, not verified): - Morgan Stanley via @pequityresearch: ~12 GW US DC capacity at risk by 2030 (as posted). - James (not X): AMZN held above 235 on the 11/6 close.

MSFT — holding

2 mentions from 2 accounts · bullish 1 / bearish 1 / neutral 0 · net +0.0 (mixed, authors’ opinions)

Split framing. Soft bullish on hardware refresh: @babyfolio said if Microsoft is moving away from older Oracle GPUs for newer hardware, that is bullish for newer-capacity neoclouds (scored constructive for MSFT’s own compute refresh here). Bearish capacity: Morgan Stanley via @pequityresearch tagged $MSFT on the ~12 GW at-risk list.

Notable posts: - @pequityresearch (bearish, 92 likes): “Morgan Stanley sees 12 GW of US data center capacity at risk by 2030. Texas and Ohio could delay 4.9 GW in 2028, 3.8 GW in 2029, and 3.7 GW in 2030. $GOOGL $MSFT $AMZN $META $CRWV…” - @babyfolio (bullish, 90 likes): “If $MSFT is moving away from older $ORCL GPUs because it needs newer hardware, I see it as bullish for $NBIS, $IREN and $CRWV. Neoclouds that are bringing newer capacity online cou…”

Levels and figures cited (as claimed by the authors, not verified): - Morgan Stanley via @pequityresearch: ~12 GW US DC capacity at risk by 2030 (as posted).

GOOG / GOOGL (Alphabet) — holding

1 mentions from 1 accounts · bullish 0 / bearish 1 / neutral 0 · net -1.0 (bearish, authors’ opinions)

One capacity-risk mention: Morgan Stanley via @pequityresearch tagged $GOOGL on the ~12 GW US data-center capacity-at-risk-by-2030 note.

Levels and figures cited (as claimed by the authors, not verified): - Morgan Stanley via @pequityresearch: ~12 GW US DC capacity at risk by 2030 (as posted).

NVDA — holding

2 mentions from 2 accounts · bullish 0 / bearish 2 / neutral 0 · net -1.0 (bearish, authors’ opinions)

Headline-driven bearish overnight. @KobeissiLetter (FT as he posted): US officials believe Nvidia CEO Jensen Huang had a “romantic relationship” with a Chinese spy. @Mr_Derivatives riffed that Jensen allegedly fell for a “honey trap.” No fresh price/level posts overnight.

Notable posts: - @KobeissiLetter (bearish, 3,626 likes): “BREAKING: US officials believe Nvidia, $NVDA, CEO Jensen Huang had a “romantic relationship” with a Chinese spy from China’s main intelligence agency, per FT. Details include: 1. U…” - @Mr_Derivatives (bearish, 249 likes): “$NVDA In the stock market we often use the phrases “bull trap” or “bear trap”. Well in this situation, allegedly, Jensen Huang fell for the “honey trap”. The signing of the boobies…”

Levels and figures cited (as claimed by the authors, not verified): - @KobeissiLetter / FT (as he posted): Jensen Huang / Chinese-spy “romantic relationship” allegation — authors’ framing of an unverified FT report.

AMD — holding

No mentions today.

MU — holding

2 mentions from 2 accounts · bullish 1 / bearish 1 / neutral 0 · net +0.0 (mixed, authors’ opinions)

Softly mixed. Bull: @ren_stocks “$NBIS $MU $LITE $SNDK $BE LFG!!!!” after a Senate AI DC/power bill headline. Bear/context: @jukan05 skeptical that LTAs stay durable once shortages ease (onsemi 2023 anecdote).

Notable posts: - @ren_stocks (bullish, 202 likes): “$NBIS $MU $LITE $SNDK $BE LFG!!!! https://t.co/GLRpMaCqP0” - @jukan05 (bearish, 5 likes): “I’d like to believe LTAs are durable too. But take one example. Analog chipmaker onsemi said this in 2023. On January 5, 2023, at JPMorgan’s CES forum, CEO Hassane El-Khoury was as…”

TSM — holding

No mentions in the new overnight posts.

DDOG — holding

No mentions today.

CRWD — holding

No mentions today.

BE — holding

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

Still tagged bullish: @ren_stocks included $BE in “$NBIS $MU $LITE $SNDK $BE LFG!!!!” after the bipartisan Senate AI data-center / power bill note.

Notable posts: - @ren_stocks (bullish, 202 likes): “$NBIS $MU $LITE $SNDK $BE LFG!!!! https://t.co/GLRpMaCqP0”

NBIS — holding

4 mentions from 3 accounts · bullish 2 / bearish 2 / neutral 0 · net +0.0 (mixed, authors’ opinions)

Mixed overnight. Bull: @babyfolio — Microsoft moving to newer GPUs is “bullish for $NBIS, $IREN and $CRWV”; @ren_stocks LFG tag with $NBIS. Bear: @ren_stocks on Citrini swapping $IREN for $NBIS on the short leg of a neocloud pair into NBIS earnings next week (still short NBIS). Capacity overhang: Morgan Stanley via @pequityresearch tagged $NBIS on the ~12 GW at-risk list.

Notable posts: - @ren_stocks (bearish, 245 likes): “Citrini update on the $NBIS short, that’s been so controversial. “One quick swap we are making is $IREN for $NBIS on the short leg of the neocloud pair mostly to derisk on earnings…” - @ren_stocks (bullish, 202 likes): “$NBIS $MU $LITE $SNDK $BE LFG!!!! https://t.co/GLRpMaCqP0” - @pequityresearch (bearish, 92 likes): “Morgan Stanley sees 12 GW of US data center capacity at risk by 2030. Texas and Ohio could delay 4.9 GW in 2028, 3.8 GW in 2029, and 3.7 GW in 2030. $GOOGL $MSFT $AMZN $META $CRWV…” - @babyfolio (bullish, 90 likes): “If $MSFT is moving away from older $ORCL GPUs because it needs newer hardware, I see it as bullish for $NBIS, $IREN and $CRWV. Neoclouds that are bringing newer capacity online cou…”

Levels and figures cited (as claimed by the authors, not verified): - @ren_stocks / Citrini (as posted): swap IREN→NBIS on the short leg into NBIS earnings. - Morgan Stanley via @pequityresearch: ~12 GW US DC capacity at risk by 2030 (as posted).

ASML — holding

No direct mentions. Adjacent WFE demand: @zephyr_z9 on Tokyo Electron coaters expecting >50% YoY growth. James’s own after-close check confirmed the Fri weekly exit — ASML 1424.75 < 1500.

CRDO — holding

No mentions today.

SMH / semis broadly (SOXX, chip sector) — holding

3 mentions from 3 accounts · bullish 2 / bearish 1 / neutral 0 · net +0.33 (bullish, authors’ opinions)

Quiet on indexes; demand notes constructive. @KobeissiLetter: US imports of computers/accessories/semiconductors +$12.1B in September to a record ~$86.9B (2nd-largest monthly increase, his figures). @zephyr_z9 on TEL coater growth >50% YoY. Soft bear: @Mr_Derivatives fresh 52-week lows list included $AVGO (and $ORCL).

Notable posts: - @KobeissiLetter (bullish, 1,106 likes): “BREAKING: US imports of computers, computer accessories, and semiconductors surged +$12.1 billion in September, to a record $86.9 billion. This marks the 2nd-largest monthly increa…” - @Mr_Derivatives (bearish, 262 likes): “Fresh 52 week lows today on some notables: $AVGO $ORCL $COIN $AXON $DKNG $ASTS” - @zephyr_z9 (bullish, 4 likes): “Fun fact: The highest YoY growth rate ever experienced by TEL’s coater segment was 43% in FY2022. They expect the growth rate to be much higher than 50% next year https://t.co/cb19…”

Levels and figures cited (as claimed by the authors, not verified): - @KobeissiLetter: US computer/semis imports +$12.1B in Sept to ~$86.9B record (his figures). - @zephyr_z9: TEL coater YoY expected >>50% (his figures).

INTC — holding

No mentions today.

Other tickers and names mentioned (by mention count)

Data center buildout, power, and politics

6 mentions from 4 accounts · bullish 3 / bearish 2.5 / neutral 0 · net +0.09 (mixed, authors’ opinions)

Split. Bull/anti-pause: @ChrisGPT that an American AI pause/moratorium would slow the US while China continues; Wedbush via @pequityresearch that DCs still get built. Bear: @kimmonismus midterms “very detrimental” to US AI development; Morgan Stanley via @pequityresearch ~12 GW US capacity at risk by 2030; @NoLimitGains (half) that paying users say models feel dumber — theory of cutting compute per request into the AI selloff.

Notable posts: - @kimmonismus (bearish, 363 likes): “Focusing specifically on AI, it seems to me that the midterm elections have been very detrimental to the development of AI in the United States. https://t.co/rgx1IHcOgV” - @NoLimitGains (bearish, 190 likes): “A lot of paying AI users are saying the same thing lately: the models feel dumber. Nobody has confirmed why. The theory going around is that companies are cutting compute per reque…” - @ChrisGPT (bullish, 102 likes): “It’s unfortunate how no-name, lackey, layman, insipid congressmen have to resort to saying terrible things about AI just to become popular. These people have no understanding of al…” - @pequityresearch (bearish, 92 likes): “Morgan Stanley sees 12 GW of US data center capacity at risk by 2030. Texas and Ohio could delay 4.9 GW in 2028, 3.8 GW in 2029, and 3.7 GW in 2030. $GOOGL $MSFT $AMZN $META $CRWV…” - @ChrisGPT (bullish, 76 likes): “I urge you to read this post. Let’s play it out. Let’s pause American AI. Let’s ban RSI. Put a moratorium on all the data centers. America’s progress will severely slow down. China…” - @pequityresearch (bullish, 64 likes): “Matt Bryson of Wedbush Securities says even if there is more regulation, data centers will get built: “When I talk to neoclouds, their payback times keep on coming down, so they’re…”

Levels and figures cited (as claimed by the authors, not verified): - Morgan Stanley via @pequityresearch: ~12 GW US DC capacity at risk by 2030; TX/OH delay tranches as posted. - @kimmonismus: midterms detrimental to US AI development (his opinion).

Neoclouds (NBIS / IREN / CRWV)

5 mentions from 3 accounts · bullish 3 / bearish 2 / neutral 0 · net +0.20 (bullish, authors’ opinions)

Constructive on build, mixed on names. Bull: @babyfolio newer-capacity benefit if MSFT leaves older ORCL GPUs; Wedbush via @pequityresearch that neocloud paybacks keep falling so DCs get built even with more regulation; @ren_stocks LFG tag. Soft bear / reposition: Citrini via @ren_stocks still short NBIS into earnings (swapped IREN off the short leg after IREN popped). Capacity risk: MS ~12 GW note tagged CRWV/NBIS.

Levels and figures cited (as claimed by the authors, not verified): - Wedbush via @pequityresearch: neocloud paybacks falling → DCs get built (as posted). - Citrini via @ren_stocks: IREN→NBIS short-leg swap into NBIS earnings (as posted).

Anthropic / OpenAI capability & revenue

3 mentions from 3 accounts · bullish 2 / bearish 0 / neutral 1 · net +0.67 (bullish, authors’ opinions)

Capability and revenue notes bullish. @kimmonismus: AI 2027 tracker implies some Anthropic internal models are ahead of the curve on AECI/METR. @ChrisGPT: OpenAI “more than 2 times ahead” of its 2026 revenue projection (his claim). Neutral: @babyfolio on Anthropic’s wide FT raise range — likes that they may have lowered valuation to raise more money.

Notable posts: - @ChrisGPT (bullish, 565 likes): “Remember when OpenAI shared their revenue targets and everyone thought they were insane and that they would go bankrupt at any moment. Now they’re more than 2 times ahead of their…” - @kimmonismus (bullish, 507 likes): “The AI 2027 tracker was updated today. And according to the tracker’s estimates, based on AECI scores from METR’s report on Anthropic’s internal models, some of those models are ev…” - @babyfolio (neutral, 33 likes): “That’s a big range, but I guess they lowered it to raise more money, which I actually like. https://t.co/KPYGt040VE”

Levels and figures cited (as claimed by the authors, not verified): - @ChrisGPT: OpenAI >2× ahead of 2026 revenue projection (his claim). - @kimmonismus: Anthropic internal models ahead of AI 2027 tracker (as he posted).

Oracle / 52-week lows

1 mentions from 1 accounts · bullish 0 / bearish 1 / neutral 0 · net -1.0 (bearish, authors’ opinions)

Still soft. @Mr_Derivatives listed $ORCL among fresh 52-week lows Friday (with AVGO, COIN, AXON, DKNG, ASTS). No new Microsoft-rent posts overnight (that debate was Friday PM).

Notable posts: - @Mr_Derivatives (bearish, 262 likes): “Fresh 52 week lows today on some notables: $AVGO $ORCL $COIN $AXON $DKNG $ASTS”

SpaceX / space-based compute

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

Bullish infrastructure claim: @jukan05 (FundaAI as he posted) said SpaceX ordered about 6,000 racks for 2027 space-based data centers and is planning to launch 1 GW into space.

Notable posts: - @jukan05 (bullish, 1,209 likes): “Wow. According to FundaAI, SpaceX has ordered 6,000 racks for 2027 just for space-based data centers. They’re planning to launch 1 GW into space! https://t.co/ih9StR55We”

Levels and figures cited (as claimed by the authors, not verified): - @jukan05 / FundaAI (as posted): ~6,000 racks for 2027; ~1 GW space DC plan.

WFE / Tokyo Electron demand

1 mentions from 1 accounts · bullish 1 / bearish 0 / neutral 0 · net +1.0 (bullish, authors’ opinions)

Bullish equipment demand: @zephyr_z9 said TEL’s coater segment expects growth much higher than 50% next year vs a prior peak of 43% in FY2022 (his figures).

Notable posts: - @zephyr_z9 (bullish, 4 likes): “Fun fact: The highest YoY growth rate ever experienced by TEL’s coater segment was 43% in FY2022. They expect the growth rate to be much higher than 50% next year https://t.co/cb19…”

Levels and figures cited (as claimed by the authors, not verified): - @zephyr_z9: TEL coater YoY expected >>50% vs 43% FY2022 peak (his figures).

Morning X digest — Saturday, Nov 7, 2026

Digest summary

Full stock sentiment report

Stock sentiment from James’s X feed: Saturday, Nov 7, 2026 (morning)

Summary

James’s holdings

QQQ / Nasdaq 100 and broad market — holding

AMZN — holding

MSFT — holding

GOOG / GOOGL (Alphabet) — holding

NVDA — holding

AMD — holding

MU — holding

TSM — holding

DDOG — holding

CRWD — holding

BE — holding

NBIS — holding

ASML — holding

CRDO — holding

SMH / semis broadly (SOXX, chip sector) — holding

INTC — holding

Other tickers and names mentioned (by mention count)

Data center buildout, power, and politics

Neoclouds (NBIS / IREN / CRWV)

Anthropic / OpenAI capability & revenue

Oracle / 52-week lows

SpaceX / space-based compute

WFE / Tokyo Electron demand