{"about":"Quantral tracks what investors, insiders and politicians say and do about stocks and scores the sentiment. This is a fixed public sample: the top signals today at preview size, and one real output of each MCP tool for NVDA.","generatedAt":"2026-11-14T11:07:33.627Z","exampleTicker":"NVDA","topSignals":{"window":"24h","companies":[{"ticker":"GOOG","name":"Alphabet Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/GOOG?format=jpg","score":79,"tier":"Strong","explanation":"People on X are saying Alphabet could be one of the biggest winners from Nvidia's troubles.","price":292.52,"currency":"USD","priceLabel":"$292.52","dailyChangePercent":-0.96,"latestSignalAt":"2026-11-14T03:24:42.000Z","url":"https://app.quantral.com/companies/2068"},{"ticker":"MU","name":"Micron Technology, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/MU?format=jpg","industry":"Semiconductors","score":76,"tier":"Strong","explanation":"On X, people are excited about memory demand and rising DRAM prices, with some saying they'd buy the dip.","price":778.31,"currency":"USD","priceLabel":"$778.31","dailyChangePercent":-2.52,"latestSignalAt":"2026-11-14T08:12:08.000Z","url":"https://app.quantral.com/companies/3191"},{"ticker":"AMZN","name":"Amazon.com, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/AMZN?format=jpg","industry":"Internet retail","score":76,"tier":"Strong","explanation":"Sarah Brickner on Schwab Morning Movers still likes Amazon for retail and cloud growth.","price":266.66,"currency":"USD","priceLabel":"$266.66","dailyChangePercent":-0.29,"latestSignalAt":"2026-11-14T02:48:58.000Z","url":"https://app.quantral.com/companies/295"}],"disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."},"tools":{"get_top_signals":{"arguments":{"window":"24h"},"output":{"window":"24h","companies":[{"ticker":"GOOG","name":"Alphabet Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/GOOG?format=jpg","score":79,"tier":"Strong","explanation":"People on X are saying Alphabet could be one of the biggest winners from Nvidia's troubles.","price":292.52,"currency":"USD","priceLabel":"$292.52","dailyChangePercent":-0.96,"latestSignalAt":"2026-11-14T03:24:42.000Z","url":"https://app.quantral.com/companies/2068"},{"ticker":"MU","name":"Micron Technology, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/MU?format=jpg","industry":"Semiconductors","score":76,"tier":"Strong","explanation":"On X, people are excited about memory demand and rising DRAM prices, with some saying they'd buy the dip.","price":778.31,"currency":"USD","priceLabel":"$778.31","dailyChangePercent":-2.52,"latestSignalAt":"2026-11-14T08:12:08.000Z","url":"https://app.quantral.com/companies/3191"},{"ticker":"AMZN","name":"Amazon.com, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/AMZN?format=jpg","industry":"Internet retail","score":76,"tier":"Strong","explanation":"Sarah Brickner on Schwab Morning Movers still likes Amazon for retail and cloud growth.","price":266.66,"currency":"USD","priceLabel":"$266.66","dailyChangePercent":-0.29,"latestSignalAt":"2026-11-14T02:48:58.000Z","url":"https://app.quantral.com/companies/295"}],"disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."}},"search_companies":{"arguments":{"query":"NVDA"},"output":{"query":"NVDA","results":[{"ticker":"NVDA","name":"NVIDIA Corporation","country":"US","description":"NVIDIA Corporation designs graphics processing units (GPUs) and related semiconductors for gaming, professional visualization, data centers, and automotive markets. Its widely known brands include...","url":"https://app.quantral.com/companies/3412"}],"disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."}},"get_company_score":{"arguments":{"ticker":"NVDA"},"output":{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","industry":"Semiconductors","explanation":"People on X and Reddit are reacting to talk that NVIDIA's CEO resigned.","price":162.85,"currency":"USD","priceLabel":"$162.85","dailyChangePercent":-2.01,"latestSignalAt":"2026-11-14T09:06:27.000Z","score24h":55,"tier24h":"Moderate","score7d":54,"tier7d":"Weak","chips":{"signalInsight":{"label":"Split views","headline":"Trusted voices disagree on NVDA today.","trustedVoicesToday":{"positive":12,"negative":18}}},"url":"https://app.quantral.com/companies/3412","disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."}},"get_company_recaps":{"arguments":{"ticker":"NVDA","limit":1},"output":{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","recaps":[{"monthStart":"2026-11-01","isPartial":true,"score":52,"tier":"Weak","delta":-7,"summary":"US lawmakers summoned Nvidia CEO Jensen Huang over Chinese spying concerns in November, and he later agreed to testify before Congress by Thanksgiving. On X and Reddit, posters debated whether he might be ousted, with some estimating a 15% chance, while the stock dropped 7% to around $174.","postCount":2280,"sourceTypes":["twitter","reddit","youtube","korean_blog","politician_filing"],"authors":["Mr_Derivatives","TheValueist","unusual_whales","pequityresearch","TheLongInvest"]}],"nextCursor":"2026-11-01","disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."}},"get_company_lobbying":{"arguments":{"ticker":"NVDA","limit":3},"output":{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","latestQuarter":{"quarter":"2026-Q3","spend":2150000,"changeVsYearAgoPct":10},"quarters":[{"quarter":"2022-Q4","spend":90000},{"quarter":"2023-Q1","spend":80000},{"quarter":"2023-Q2","spend":110000},{"quarter":"2023-Q3","spend":160000},{"quarter":"2023-Q4","spend":160000},{"quarter":"2024-Q1","spend":160000},{"quarter":"2024-Q2","spend":160000},{"quarter":"2024-Q3","spend":160000},{"quarter":"2024-Q4","spend":160000},{"quarter":"2025-Q1","spend":940000},{"quarter":"2025-Q2","spend":620000},{"quarter":"2025-Q3","spend":1950000},{"quarter":"2025-Q4","spend":1460000},{"quarter":"2026-Q1","spend":1290000},{"quarter":"2026-Q2","spend":1250000},{"quarter":"2026-Q3","spend":2150000}],"recentReports":[{"posted":"2026-10-20","quarter":"2026-Q3","filedBy":"THE VOGEL GROUP","outsideFirm":true,"amount":20000,"issues":["Defense"],"url":"https://lda.gov/filings/public/filing/4efe9f05-4eff-4263-ad3f-147bc4c3a92f/print/"},{"posted":"2026-10-20","quarter":"2026-Q3","filedBy":"BGR GOVERNMENT AFFAIRS","outsideFirm":true,"amount":120000,"issues":["Computer Industry","Trade (domestic/foreign)"],"url":"https://lda.gov/filings/public/filing/00cbefb4-8bd9-4abe-992c-db4d9107ebe1/print/"},{"posted":"2026-10-20","quarter":"2026-Q3","filedBy":"NVIDIA Corporation","outsideFirm":false,"amount":2150000,"issues":["Trade (domestic/foreign)","Energy/Nuclear","Labor Issues/Antitrust/Workplace","Computer Industry","Defense"],"url":"https://lda.gov/filings/public/filing/017c32c9-d63b-43f1-bf16-8e1e70da4b7d/print/"}],"url":"https://app.quantral.com/companies/3412/details","disclaimer":"From public Lobbying Disclosure Act reports; filers round amounts to $10,000. Context only, not part of the score, and not investment advice."}},"get_company_patents":{"arguments":{"ticker":"NVDA","limit":3},"output":{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","patents":[{"patentNumber":"12796536","title":"Memory stacked on processor for high bandwidth","grantDate":"2026-11-10","url":"https://patents.google.com/patent/US12796536"},{"patentNumber":"12795112","title":"Content-based video compression using reinforcement learning for video rate control","grantDate":"2026-11-10","url":"https://patents.google.com/patent/US12795112"},{"patentNumber":"12794978","title":"Application programming interface to store information in fifth generation new radio (5g-NR) statically-sized linked storage","grantDate":"2026-11-10","url":"https://patents.google.com/patent/US12794978"}],"url":"https://app.quantral.com/companies/3412/details","disclaimer":"From USPTO grant data. Context only, not part of the score, and not investment advice."}},"get_company_signals":{"arguments":{"ticker":"NVDA"},"output":{"ticker":"NVDA","name":"NVIDIA Corporation","signals":[{"detectedAt":"2026-11-14T09:06:27.000Z","sentimentScore":-0.4,"callType":"call","catalyst":"600k H200 units collecting dust in Hong Kong warehouses (channel inventory glut)","excerpt":"They did all this, and the end result is 600k H200s collecting dust in HK warehouses","sourceName":"@zephyr_z9","sourceType":"twitter","author":"zephyr_z9","authorEvaluatedCalls":81,"authorHitRate":0.49382716049382713,"url":"https://x.com/zephyr_z9/status/2121530185946439831"},{"detectedAt":"2026-11-14T08:12:08.000Z","sentimentScore":-0.4,"callType":"chatter","timeHorizon":"days","catalyst":"Hardware perpetuals under pressure overnight","excerpt":"https://t.co/itT8mMjpp3\n\nTHE LABS VS THE HARDWARE: THE HARDWARE IS FALLING AGAIN\n\nThe hardware is falling again. One month into the selloff, Micron is down 15% and NVIDIA is down 26% over the month. Overnight the hardware perpetuals are under pressure: all 8 hardware names are down on the day; Sa...","sourceName":"@TheValueist","sourceType":"twitter","author":"TheValueist","authorEvaluatedCalls":316,"authorHitRate":0.3575949367088608,"url":"https://x.com/TheValueist/status/2121516516520735015"},{"detectedAt":"2026-11-14T08:05:46.000Z","sentimentScore":-0.5,"callType":"hype","timeHorizon":"weeks","catalyst":"NVIDIA CEO resignation","excerpt":"YOU KNOW WHAT IT MEANS WHEN NVIDIA’S CEO RESIGNS, MICROSOFT SUFFERS WORLDWIDE OUTAGES, AND THE US TRANSPORTATION SYSTEM SHUTS DOWN ALL IN THE SAME WEEK, RIGHT?","sourceName":"@cmsinvests","sourceType":"twitter","author":"cmsinvests","authorEvaluatedCalls":105,"authorHitRate":0.4380952380952381,"url":"https://x.com/cmsinvests/status/2121514917278683210"},{"detectedAt":"2026-11-14T07:30:38.000Z","sentimentScore":-0.1,"callType":"chatter","timeHorizon":"years","catalyst":"Jensen Huang resignation","excerpt":"[#글로벌인사이트] “젠슨 황 리스크, 외국인은 미리 알고 있었나?” 삼성전자·SK하이닉스 수개월간 매도한 이유… 충격 속에서 발견한 단 하나의 희망!  | 노근창 대표\nNVIDIA's near-term product pipeline through 2028 is secure but long-term competitiveness from 2029 may be impacted; Jensen Huang's resignation is partly priced in, and the stock has already fallen 50%.","sourceName":"815 Money Talk","sourceType":"youtube","author":"Noh Geun-chang","authorEvaluatedCalls":5,"authorHitRate":0.6,"url":"https://www.youtube.com/watch?v=PZLLj9tHYlQ"},{"detectedAt":"2026-11-14T07:02:02.000Z","sentimentScore":-0.45,"callType":"thesis","timeHorizon":"months","catalyst":"Jensen Huang's departure / continued absence weakens conviction behind aggressive AI bets","excerpt":"There is growing discussion that Jensen’s absence could actually accelerate the deflation of the AI bubble. Given how much NVIDIA has done to support financing across the AI ecosystem, I am starting to take this possibility more seriously.\n\nNVIDIA has helped expand the AI market by investing in A...","sourceName":"@damnang2","sourceType":"twitter","author":"damnang2","authorEvaluatedCalls":69,"authorHitRate":0.34782608695652173,"url":"https://x.com/damnang2/status/2121498875357765788"},{"detectedAt":"2026-11-14T06:38:40.000Z","sentimentScore":-0.2,"callType":"chatter","excerpt":"$NVDA - {Jensen} = ∅","sourceName":"@PhotonCap","sourceType":"twitter","author":"PhotonCap","authorEvaluatedCalls":145,"authorHitRate":0.3310344827586207,"url":"https://x.com/PhotonCap/status/2121492998118912456"},{"detectedAt":"2026-11-14T06:32:19.000Z","excerpt":"NVDA: 13.5. Fwd, RDDT: 15 Fwd. Costco: 53 current. Am I missing?\nJust sold all Costco - also just shopped at Costco for $1000. Still doesn’t justify price\n\nThoughts? /s\n\nEdit: Thanks for the upvotes lmao - I just sold all Costco so that’s the point of the post - I’m not advocating buying it","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvvcu8/nvda_135_fwd_rddt_15_fwd_costco_53_current_am_i/","threadOnly":true,"commentCount":1,"comments":[{"detectedAt":"2026-11-14T06:32:19.000Z","sentimentScore":-0.5,"callType":"call","excerpt":"No sell call spreads in COST and put spreads in the other two. And repeat system. One of my best shorts was when Palintier had the highes..."}]},{"detectedAt":"2026-11-14T06:06:10.000Z","sentimentScore":0,"callType":"chatter","catalyst":"Petition for transparent investigation and reinstatement of Jensen Huang as CEO","excerpt":"Stand with Jensen | An open letter to the NVIDIA Board\nA petition with over 50k signatures already asking for a transparent investigation and reinstatement of Huang as CEO until then.\n\nYou can sign this as an employee current or former, also as a shareholder or a supporter.","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvuyo7/stand_with_jensen_an_open_letter_to_the_nvidia/","commentCount":1,"comments":[{"detectedAt":"2026-11-14T06:24:50.000Z","sentimentScore":-0.85,"callType":"thesis","excerpt":"Bro wasn't fired because he slept around, he was fired because he likely has been smuggling massive quantities of NVIDIA GPUs to China vi..."}]},{"detectedAt":"2026-11-14T05:27:19.000Z","sentimentScore":0.6,"callType":"hype","catalyst":"Jensen Huang reinstated at NVDA","excerpt":"We'll get back regular programming soon. First, we need focus on reinstating Jensen Huang back to $NVDA because it's the right thing to do, and put AI back in the hands of the people, not the elites. Your portfolio will come back stronger too!","sourceName":"@DeepValueBagger","sourceType":"twitter","author":"DeepValueBagger","authorTier":"emerging","authorEvaluatedCalls":179,"authorHitRate":0.5083798882681564,"url":"https://x.com/DeepValueBagger/status/2121475041607160287"},{"detectedAt":"2026-11-14T05:09:48.000Z","sentimentScore":0.4,"callType":"chatter","timeHorizon":"years","catalyst":"Robotics and simulation seen as NVIDIA's next major focus (56.3% of poll)","excerpt":"What will NVIDIA prioritize beyond AI data centers after Jensen Huang?\n\nIn my poll, robotics & simulation led by a wide margin at 56.3%.\n\nHealthcare: 18.8%\nTelecom: 17.5%\nQuantum: 7.5%\nRespondents clearly see physical AI as $NVDA’s next major focus.\nQuantum came last, but that doesn’t mean NVIDIA...","sourceName":"@PhotonCap","sourceType":"twitter","author":"PhotonCap","authorEvaluatedCalls":145,"authorHitRate":0.3310344827586207,"url":"https://x.com/PhotonCap/status/2121470633070805154"},{"detectedAt":"2026-11-14T04:42:26.000Z","sentimentScore":0.3,"callType":"chatter","excerpt":"This makes sense. A lot of people on X posted emails of how they directly contacted Jensen via email to get many problems solved and he answered them many of their emails regardless if they were small or big.\n\nJensen cared about his technology. It will be hard to replace him in that aspect.","sourceName":"@pequityresearch","sourceType":"twitter","author":"pequityresearch","authorEvaluatedCalls":176,"authorHitRate":0.3522727272727273,"url":"https://x.com/pequityresearch/status/2121463744811131304"},{"detectedAt":"2026-11-14T04:37:35.000Z","sentimentScore":-0.3,"callType":"thesis","timeHorizon":"years","catalyst":"High-profile executive departures as VCs fund chip startups","excerpt":"“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.”\n“This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neol...","sourceName":"@SemiAnalysis_","sourceType":"twitter","author":"SemiAnalysis_","authorEvaluatedCalls":52,"authorHitRate":0.4230769230769231,"url":"https://x.com/SemiAnalysis_/status/2121462524281282700"},{"detectedAt":"2026-11-14T04:36:03.000Z","sentimentScore":0.25,"callType":"chatter","excerpt":"Lol wtf, Tae Kim is a joke!\n\nHe wrote an entire book about NVIDIA and Jensen. Jensen gave him his time, shared so many stories, and helped him with the book.\n\nHe used to talk about “Jensen told me this, Jensen told me that,” almost like they were so close.\n\nNow, when Jensen is probably at the low...","sourceName":"@The_AI_Investor","sourceType":"twitter","author":"The_AI_Investor","authorEvaluatedCalls":39,"authorHitRate":0.3076923076923077,"url":"https://x.com/The_AI_Investor/status/2121462139898806422"},{"detectedAt":"2026-11-14T04:10:34.000Z","sentimentScore":0.3,"callType":"chatter","excerpt":"The AI bull case now also includes tech bros posting online petitions to get Jensen back https://t.co/wYllnb76a7","sourceName":"@Geiger_Capital","sourceType":"twitter","author":"Geiger_Capital","authorEvaluatedCalls":11,"authorHitRate":0.45454545454545453,"url":"https://x.com/Geiger_Capital/status/2121455727160209470"},{"detectedAt":"2026-11-14T03:51:07.000Z","sentimentScore":-0.4,"callType":"thesis","timeHorizon":"months","catalyst":"Nvidia slowing or halting its financing/investment activity","excerpt":"Chamath Palihapitiya sees a potential for 50-150bps impact to growth coupled by Democratic legislative headwinds and Nvidia slowing financing:\n\n\"The unfortunate balance of scenarios now is that the risk we lose 50 to 100 to 150 basis points of growth, now needs to be credibly considered.\"\n\n\"If yo...","sourceName":"@pequityresearch","sourceType":"twitter","author":"pequityresearch","authorEvaluatedCalls":176,"authorHitRate":0.3522727272727273,"url":"https://x.com/pequityresearch/status/2121450832822452307"},{"detectedAt":"2026-11-14T03:42:19.000Z","excerpt":"CEO Affairs are Bullish\nJust 13 more years to go","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvs7mp/ceo_affairs_are_bullish/","threadOnly":true,"commentCount":1,"comments":[{"detectedAt":"2026-11-14T03:42:19.000Z","sentimentScore":-0.25,"callType":"thesis","excerpt":"If NVDA employees rebel internally thats a big problem  \nAll other factors are low risk "}]},{"detectedAt":"2026-11-14T03:39:46.000Z","sentimentScore":-0.6,"callType":"thesis","timeHorizon":"months","catalyst":"600k GPUs barred at Chinese customs","excerpt":"NVIDIA GPU is new tungsten?\nSomeone might remember that story of tungsten filled gold bars bought by China. What if all that NVIDIA CEO story is a cover-up for \"3dfx Voodoo\" wrapped into a brand new AI GPU sold by NVIDIA? It somehow passes simple benchmarks to qualify for claimed specs but underp...","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvsaxp/nvidia_gpu_is_new_tungsten/"},{"detectedAt":"2026-11-14T03:35:57.000Z","sentimentScore":-0.3,"callType":"chatter","catalyst":"Megaspeed Entity List delay and congressional export-control scrutiny of Huang","excerpt":"TWELVE HOURS IN THE JENSEN HUANG CASE FROM 10AM TO 10PM on 11/13/26\n\nToday the fight over the Megaspeed Entity List delay became an open cabinet split, the Commerce Secretary's own tenure came into question, Reuters documented the scale of Chinese AI projects built around restricted Nvidia chips,...","sourceName":"@TheValueist","sourceType":"twitter","author":"TheValueist","authorEvaluatedCalls":316,"authorHitRate":0.3575949367088608,"url":"https://x.com/TheValueist/status/2121447016563646672"},{"detectedAt":"2026-11-14T03:35:33.000Z","sentimentScore":0.3,"callType":"call","timeHorizon":"days","catalyst":"NVDA earnings report","excerpt":"NVDA earnings play\nI have no dd, literally decided on this over dinner with friends. If it goes badly at least I can play gta 6 on Thursday…….","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvs85t/nvda_earnings_play/","commentCount":6,"comments":[{"detectedAt":"2026-11-14T05:37:36.000Z","sentimentScore":-0.2,"callType":"call","excerpt":"Yeah, likely consolidation phase unfortunately imo"},{"detectedAt":"2026-11-14T05:17:44.000Z","sentimentScore":0.6,"callType":"call","excerpt":"Wow someone with a brain!!!! Very nice even if it goes down just keep buying you’ll thank yourself later … i did this with AVGO lol "},{"detectedAt":"2026-11-14T05:14:27.000Z","sentimentScore":-0.2,"callType":"chatter","excerpt":"Yeah all of the recent volumes must have been just pure combination of the short sellers and retail. Surely no institution ended up holdi..."},{"detectedAt":"2026-11-14T04:40:48.000Z","sentimentScore":0.25,"callType":"chatter","excerpt":"Institutions already derisked at $200+. They are not rookies to derisk at low and buy at high."},{"detectedAt":"2026-11-14T04:30:29.000Z","sentimentScore":-0.55,"callType":"thesis","excerpt":"Here is my dd, that shit is getting pinned at 160 ranges for a while. There are a lot of short sellers and instutions lined up to derisk..."},{"detectedAt":"2026-11-14T03:43:33.000Z","sentimentScore":0.35,"callType":"call","excerpt":"Shares in a mag 7 isn’t yolo \n\nNow if you wanna go in asts or something great because that is something you will for sure lose all your m..."}]},{"detectedAt":"2026-11-14T03:30:19.000Z","excerpt":"Take care fellas\nHe's still human","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvrz4l/take_care_fellas/","threadOnly":true,"commentCount":1,"comments":[{"detectedAt":"2026-11-14T03:30:19.000Z","sentimentScore":0,"callType":"chatter","excerpt":"lol no he didn’t. Nvidia isn’t known for frontier AI models"}]},{"detectedAt":"2026-11-14T03:28:25.000Z","sentimentScore":-0.25,"callType":"chatter","excerpt":"David Friedberg believes Jensen Huang being ousted may be related to interested parties not favoring his support for open-source models:\n\n\"Fundamentally, there is a motivation to not lose control. To not let the power structures that exist in the world today get diminished by AI. We can argue the...","sourceName":"@pequityresearch","sourceType":"twitter","author":"pequityresearch","authorEvaluatedCalls":176,"authorHitRate":0.3522727272727273,"url":"https://x.com/pequityresearch/status/2121445119144411447"},{"detectedAt":"2026-11-14T03:14:12.000Z","sentimentScore":0.4,"callType":"chatter","excerpt":"The #standwithjensen is picking a lot momentum. Over 30k people signed. You can be a supporter.  I signed $NVDA shareholder via $VOO (not waiting around for vanguard).  You don't even have to own shares to sign.  You can make a difference guys, let's bring this legend back while they investigate....","sourceName":"@DeepValueBagger","sourceType":"twitter","author":"DeepValueBagger","authorTier":"emerging","authorEvaluatedCalls":179,"authorHitRate":0.5083798882681564,"url":"https://x.com/DeepValueBagger/status/2121441539272376824"},{"detectedAt":"2026-11-14T03:03:35.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"Great takes on Jensen's situation by Sacks.","sourceName":"@The_AI_Investor","sourceType":"twitter","author":"The_AI_Investor","authorEvaluatedCalls":39,"authorHitRate":0.3076923076923077,"url":"https://x.com/The_AI_Investor/status/2121438871217152388"},{"detectedAt":"2026-11-14T02:57:14.000Z","sentimentScore":0.35,"callType":"chatter","timeHorizon":"weeks","catalyst":"Jensen Huang hires top criminal defense lawyers amid investigation","excerpt":"Jensen is bringing the toughest criminal defense lawyers in the US. They came after modern day Julius Caesar, and they are going to pay. I can see multiple criminal charges for people behind this conspiracy, and breach of duty that destroyed 2T dollar of the US shareholder value. $NVDA","sourceName":"@DeepValueBagger","sourceType":"twitter","author":"DeepValueBagger","authorTier":"emerging","authorEvaluatedCalls":179,"authorHitRate":0.5083798882681564,"url":"https://x.com/DeepValueBagger/status/2121437270624379111"},{"detectedAt":"2026-11-14T02:18:32.000Z","sentimentScore":0.15,"callType":"chatter","excerpt":"If you have $NVDA shares or shares via mutual fund or ETF, you can make a difference by signing the letter to demand full due process. Thirty-three years deserve an answer.\n\nRead the Stand with Jensen letter and consider adding your name. #standwithjensen #bringjensenback https://t.co/JatfcJTz14","sourceName":"@DeepValueBagger","sourceType":"twitter","author":"DeepValueBagger","authorTier":"emerging","authorEvaluatedCalls":179,"authorHitRate":0.5083798882681564,"url":"https://x.com/DeepValueBagger/status/2121427533266583643"},{"detectedAt":"2026-11-14T02:09:21.000Z","sentimentScore":-0.45,"callType":"chatter","excerpt":"RESIST $NVDA \n\nhttps://t.co/rASZ6Ef9vQ https://t.co/oQ3bT1Gg14","sourceName":"@DeepValueBagger","sourceType":"twitter","author":"DeepValueBagger","authorTier":"emerging","authorEvaluatedCalls":179,"authorHitRate":0.5083798882681564,"url":"https://x.com/DeepValueBagger/status/2121425219294212459"},{"detectedAt":"2026-11-14T01:04:45.000Z","sentimentScore":-0.45,"callType":"call","excerpt":"Imagine circulating the “Stand With Jensen” petition out of fear for the AI trade, $NVDA, or the heavy bags you’re holding.\n\nIf your investment thesis needs a petition, you’re already cooked. 🤣😂","sourceName":"@RealSimpleAriel","sourceType":"twitter","author":"RealSimpleAriel","authorEvaluatedCalls":371,"authorHitRate":0.353099730458221,"url":"https://x.com/RealSimpleAriel/status/2121408965049471474"},{"detectedAt":"2026-11-14T00:59:34.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"Elon Musk of Tesla $TSLA and SpaceX $SPCX has announced that there is a petition to reinstate Jensen Huang as CEO of Nvidia, $NVDA and Elon himself will sign it.\n\nWould you sign this petition?","sourceName":"@unusual_whales","sourceType":"twitter","author":"unusual_whales","authorEvaluatedCalls":4,"authorHitRate":0.5,"url":"https://x.com/unusual_whales/status/2121407661170405836"},{"detectedAt":"2026-11-14T00:55:21.000Z","sentimentScore":-0.15,"callType":"chatter","timeHorizon":"weeks","catalyst":"6-week consecutive weekly decline, second longest in 27-year history","excerpt":"$NVDA Is now down 6 weeks in a row.\n\nThis marks the second longest weekly losing streak in it's 27 year history.\n\nThere was only one other time it had a longer weekly losing streak. And that was for 7 consecutive red weeks in the heart of the 2008 GFC.\n\nNo way we tie the GFC next week....\n\nRIGHT?!","sourceName":"@Mr_Derivatives","sourceType":"twitter","author":"Mr_Derivatives","authorEvaluatedCalls":426,"authorHitRate":0.3732394366197183,"url":"https://x.com/Mr_Derivatives/status/2121406598094746089"},{"detectedAt":"2026-11-14T00:31:27.000Z","excerpt":"The true reason Jensen was pushed out in a concerted effort, and why it will juice up Anthropic’s IPO\nU.S intelligence is already walking back the claim that she’s a spy: https://www.cnn.com/2026/11/12/politics/alice-huang-us-intel-jensen-huang-nvidia?cid=ios\\_app\n\nThe article even quotes a Democ...","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvnsxx/the_true_reason_jensen_was_pushed_out_in_a/","threadOnly":true,"commentCount":7,"comments":[{"detectedAt":"2026-11-14T00:31:27.000Z","sentimentScore":-0.45,"callType":"thesis","excerpt":"You're aying this as if Nvidia's marketshare in China hasn't declined 40%+ and Huawei's hasn't almost doubled this year. With Deepseek pa..."},{"detectedAt":"2026-11-14T00:27:00.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"All I will say is this - Jensen either goes to prison or he has to go back as the leader of Nvidia. The alternative is a very rich, likab..."},{"detectedAt":"2026-11-14T00:24:38.000Z","sentimentScore":-0.2,"callType":"chatter","excerpt":"If I were Jensen, I would have prepd the wife by telling her, hey we are planning an exit from this heist and the quickest and safest way..."},{"detectedAt":"2026-11-14T00:15:33.000Z","sentimentScore":0,"callType":"chatter","excerpt":"What if NVIDIA decides under the new leadership to make their cards only run Anthropic and OpenAI models? It's not impossible and given h..."},{"detectedAt":"2026-11-14T00:13:25.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"This wasn’t Dario. He needs Nvidia’s financial support and chip access.\n\nThis was 100% folks in the Trump admin tired of Jensen begging f..."},{"detectedAt":"2026-11-14T00:12:46.000Z","sentimentScore":-0.25,"callType":"thesis","excerpt":"China leads in Open weight models, so by limiting Nvidias capability to secretly supply GPUs to China its gonna hamper Open Models and re..."},{"detectedAt":"2026-11-14T00:01:42.000Z","sentimentScore":0.35,"callType":"call","excerpt":"Got it. So nvidia calls on monday?"}]},{"detectedAt":"2026-11-14T00:23:54.000Z","sentimentScore":0.15,"callType":"chatter","catalyst":"Board succession planning / potential loss of Jensen Huang","excerpt":"Altimeter and Atreides are urging NVIDIA's board to keep all options open, including Jensen Huang's potential return, rather than rushing to appoint a successor.\n\nI agree.\nFor a moment, I thought NVIDIA could operate just fine without Jensen.\nBut the more I think about it, the more I question whe...","sourceName":"@PhotonCap","sourceType":"twitter","author":"PhotonCap","authorEvaluatedCalls":145,"authorHitRate":0.3310344827586207,"url":"https://x.com/PhotonCap/status/2121398684147749177"},{"detectedAt":"2026-11-14T00:20:40.000Z","sentimentScore":0.3,"callType":"chatter","excerpt":"Jensen on his way back to HQ with Gerstner, Baker, and half of FinX behind him. https://t.co/CAGlWPN1Uk","sourceName":"@michaelsikand","sourceType":"twitter","author":"michaelsikand","authorEvaluatedCalls":131,"authorHitRate":0.48091603053435117,"url":"https://x.com/michaelsikand/status/2121397869089521778"},{"detectedAt":"2026-11-14T00:16:31.000Z","sentimentScore":0,"callType":"chatter","excerpt":"Altimeter and Atreides' letter to the board of $NVDA. https://t.co/vC4lgj6OxC","sourceName":"@aleabitoreddit","sourceType":"twitter","author":"aleabitoreddit","authorTier":"emerging","authorEvaluatedCalls":218,"authorHitRate":0.5137614678899083,"url":"https://x.com/aleabitoreddit/status/2121396827484524803"},{"detectedAt":"2026-11-13T23:58:31.000Z","sentimentScore":0.3,"callType":"chatter","catalyst":"CUDA moat breakdown concerns","excerpt":"Morgan Stanley on the concerns of Nvidia's CUDA moat breaking down:\n\n\"This is getting much more attention than we think it deserves; larger frontier model companies have clearly gone to an architecture agnostic approach, and at that level CUDA hasn't been relevant for years.\"\n\n\"We literally haven...","sourceName":"@pequityresearch","sourceType":"twitter","author":"pequityresearch","authorEvaluatedCalls":176,"authorHitRate":0.3522727272727273,"url":"https://x.com/pequityresearch/status/2121392295287173351"},{"detectedAt":"2026-11-13T23:54:37.000Z","sentimentScore":-0.5,"callType":"call","catalyst":"Board review findings leading to CEO removal","excerpt":"People rushing to get Jensen back to NVDA are idiots \n\nHe made entire board disgustingly rich and they ran a review and what they saw caused them to fire him from his own company in a few days\n\nMore likely than not this is a much deeper, more complicated story than sleeping around","sourceName":"@PegasusFund","sourceType":"twitter","author":"PegasusFund","authorEvaluatedCalls":75,"authorHitRate":0.49333333333333335,"url":"https://x.com/PegasusFund/status/2121391314092675386"},{"detectedAt":"2026-11-13T23:53:17.000Z","sentimentScore":0.2,"callType":"hype","timeHorizon":"days","excerpt":"$QQQ 5% gap up Monday if Jensen gets his CEO title back over weekend","sourceName":"@PhotonBull","sourceType":"twitter","author":"PhotonBull","authorEvaluatedCalls":282,"authorHitRate":0.42907801418439717,"url":"https://x.com/PhotonBull/status/2121390979173466610"},{"detectedAt":"2026-11-13T23:39:25.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"Jensen on his first day back as CEO of $NVDA https://t.co/2FP3Nv15a0","sourceName":"@Couch_Investor","sourceType":"twitter","author":"Couch_Investor","authorEvaluatedCalls":119,"authorHitRate":0.4789915966386555,"url":"https://x.com/Couch_Investor/status/2121387490187628892"},{"detectedAt":"2026-11-13T23:35:18.000Z","sentimentScore":-0.2,"callType":"hype","timeHorizon":"days","excerpt":"Jensen releasing rogue agents to take everyone down with him🐐","sourceName":"@PhotonBull","sourceType":"twitter","author":"PhotonBull","authorEvaluatedCalls":282,"authorHitRate":0.42907801418439717,"url":"https://x.com/PhotonBull/status/2121386453095547095"},{"detectedAt":"2026-11-13T23:34:13.000Z","sentimentScore":0.7,"callType":"hype","excerpt":"My TW fellows, now is the time to stand together for our JENSEN!!","sourceName":"@LIWEI_TWCapital","sourceType":"twitter","author":"LIWEI_TWCapital","authorEvaluatedCalls":97,"authorHitRate":0.44329896907216493,"url":"https://x.com/LIWEI_TWCapital/status/2121386178708734354"},{"detectedAt":"2026-11-13T23:30:39.000Z","sentimentScore":0.3,"callType":"chatter","excerpt":"Read the Stand with Jensen letter and consider adding your name. #standwithjensen https://t.co/e7zN8dsVVr\n\n$NVDA","sourceName":"@MarkosAAIG","sourceType":"twitter","author":"MarkosAAIG","authorEvaluatedCalls":90,"authorHitRate":0.43333333333333335,"url":"https://x.com/MarkosAAIG/status/2121385283597824151"},{"detectedAt":"2026-11-13T23:25:04.000Z","excerpt":"Jensen could just sell covered calls on his shares and probably reach $200 billion networth\nWhy wouldnt you do that? If he has 160 billion, instead of liquidating immediately,  he could just sell covered calls.\n\nForget working, just sell otm covered calls on nvidia.\n\nWhere do  billionaires keep t...","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvm2vb/jensen_could_just_sell_covered_calls_on_his/","threadOnly":true,"commentCount":9,"comments":[{"detectedAt":"2026-11-13T23:25:04.000Z","sentimentScore":-0.1,"callType":"chatter","excerpt":"That would have the same effect as dumping shares though, it’s a zero sum game."},{"detectedAt":"2026-11-13T23:04:08.000Z","sentimentScore":0,"callType":"chatter","excerpt":"I wouldn't because... I already did."},{"detectedAt":"2026-11-13T23:00:16.000Z","sentimentScore":0.2,"callType":"chatter","excerpt":"You dont think the greater majority of people in this sub wouldn't buy \"cheap nvda calls\" on margin, especially right before earnings?"},{"detectedAt":"2026-11-13T22:53:28.000Z","sentimentScore":-0.1,"callType":"chatter","excerpt":"Where you gonna get the liquidity for 8 million calls? He’s got 800 million shares dude"},{"detectedAt":"2026-11-13T22:53:19.000Z","sentimentScore":0.1,"callType":"chatter","excerpt":"I think he's happy enough with the dividends he will be getting"},{"detectedAt":"2026-11-13T22:48:19.000Z","sentimentScore":-0.1,"callType":"chatter","excerpt":"There’s nowhere near enough liquidity to absorb that many calls being sold. "},{"detectedAt":"2026-11-13T22:44:42.000Z","sentimentScore":0,"callType":"chatter","excerpt":"That would be wild. And then he just buys back in lol"},{"detectedAt":"2026-11-13T22:42:37.000Z","sentimentScore":-0.3,"callType":"call","excerpt":"All fun and games till the shares get called away and stock dumps on volume candle"},{"detectedAt":"2026-11-13T22:42:14.000Z","sentimentScore":0,"callType":"chatter","excerpt":"I'd imagine selling could be influenced by a ego thing"}]},{"detectedAt":"2026-11-13T23:22:51.000Z","sentimentScore":-0.2,"callType":"chatter","catalyst":"Ongoing investigation into CEO Jensen Huang","excerpt":"I like Jensen as CEO as much as the next guy but maybe we should consider waiting until the results of the investigation before going all gung-ho to get him back in there?\n\nMaybe there is a reason the board didn’t waste any time removing him?","sourceName":"@negligible_cap","sourceType":"twitter","author":"negligible_cap","authorEvaluatedCalls":180,"authorHitRate":0.4222222222222222,"url":"https://x.com/negligible_cap/status/2121383321137475609"},{"detectedAt":"2026-11-13T23:18:13.000Z","sentimentScore":0.2,"callType":"chatter","excerpt":"Maybe the Jensen affairs were not that bad after all","sourceName":"@PhotonBull","sourceType":"twitter","author":"PhotonBull","authorEvaluatedCalls":282,"authorHitRate":0.42907801418439717,"url":"https://x.com/PhotonBull/status/2121382152189387044"},{"detectedAt":"2026-11-13T23:16:19.000Z","sentimentScore":0.7,"callType":"call","timeHorizon":"days","excerpt":"A fellow that doesn’t know how I trade well told me he was shorting $NVDA at 155 & more at 153 as I started to buy 153-149. He wondered if anyone would actually buy the news. It was an odd timed question given I set the table on Monday… lows are not in max fear only hits when Jensen steps down- t...","sourceName":"@epictrades1","sourceType":"twitter","author":"epictrades1","authorEvaluatedCalls":251,"authorHitRate":0.44223107569721115,"url":"https://x.com/epictrades1/status/2121381675632640287"}],"disclaimer":"Chatter signal strength reflects social sentiment, not a price prediction. Not investment advice."}},"get_top_authors":{"arguments":{},"output":{"section":"trusted","sort":"record","voices":[{"rank":1,"handle":"SKundojjala","name":"Sravan Kundojjala","platform":"twitter","kind":"author","tier":"Elite","gradedCalls":60,"correctCalls":38,"hitRate":0.633,"recentMentions":0,"url":"https://app.quantral.com/authors/64131"},{"rank":2,"handle":"Cleo Fields","platform":"politician_filing","kind":"author","tier":"Elite","gradedCalls":64,"correctCalls":38,"hitRate":0.594,"recentMentions":0,"url":"https://app.quantral.com/authors/223997"},{"rank":3,"handle":"jasonschips","name":"Jason's Chips","platform":"twitter","kind":"author","tier":"Elite","gradedCalls":68,"correctCalls":40,"hitRate":0.588,"recentMentions":0,"url":"https://app.quantral.com/authors/35872"}],"disclaimer":"Track records are past graded calls on Quantral, not a forecast of future accuracy. Not investment advice."}},"get_stories":{"arguments":{},"output":{"week":"2026-11-09","stories":[{"id":823,"kind":"Trending","headline":"Take-Two's GTA VI is the most pre-ordered game ever at $1B, and posters debate if the stock has already priced it in","summary":"Take-Two's Grand Theft Auto VI is set to launch on November 19 with record pre-orders and an estimated $1 billion in first-day sales, and some companies are giving employees time off to play. On Reddit and X, some posters call the setup bullish, comparing it to past winning trades, while others argue the hype has been 'priced in for two years' and question buying at current levels after the stock has already run up.","companies":[{"ticker":"TTWO","name":"Take-Two Interactive Software, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/TTWO?format=jpg","url":"https://app.quantral.com/companies/4792"}],"authors":["unusual_whales","Mr_Derivatives"],"postCount":13,"sourceCount":3,"windowStart":"2026-11-13T09:37:02.451Z","updatedAt":"2026-11-14T09:37:02.451Z","url":"https://app.quantral.com/explore/stories/823"},{"id":824,"kind":"Trending","headline":"Microsoft's global outage leaves Outlook down for over 18 hours, and posters mock the company and question its AI push","summary":"Microsoft suffered a worldwide outage that left Outlook and other services unavailable for more than 18 hours, with the company saying its attempts to fix the issue were not going as expected. On X and Reddit, posters criticized Microsoft, joked that replacing employees with AI caused the problem, and noted the stock has fallen 10% from its recent high into a correction.","companies":[{"ticker":"MSFT","name":"Microsoft Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/MSFT?format=jpg","url":"https://app.quantral.com/companies/3156"}],"authors":["cmsinvests","DivesTech","Mr_Derivatives","ahern_brendan","Kevin Green","unusual_whales","damnang2","pequityresearch"],"postCount":13,"sourceCount":9,"windowStart":"2026-11-13T09:37:02.451Z","updatedAt":"2026-11-14T09:37:02.451Z","url":"https://app.quantral.com/explore/stories/824"},{"id":825,"kind":"Trending","headline":"AMD's MI355X beats Nvidia's Blackwell on a key AI benchmark, and posters see a chance for AMD to gain market share","summary":"AMD's MI355X AI accelerator, using FlyDSL kernels, outperformed Nvidia's Blackwell chip on the MiniMax M3.1 benchmark, a rare direct comparison win for AMD. On X and Reddit, some posters called the result 'cracked' and argued AMD could pick up customers if Nvidia's leadership turmoil pushes buyers to alternatives, while others noted the stock remains volatile.","companies":[{"ticker":"AMD","name":"Advanced Micro Devices, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/AMD?format=jpg","url":"https://app.quantral.com/companies/263"}],"authors":["epictrades1","RealSimpleAriel","SemiAnalysis_","_stockResearch","Tim Bohen","Jeffrey Small","TheValueist","unusual_whales"],"postCount":13,"sourceCount":9,"windowStart":"2026-11-13T09:37:02.451Z","updatedAt":"2026-11-14T09:37:02.451Z","url":"https://app.quantral.com/explore/stories/825"},{"id":820,"kind":"Trending","headline":"Nvidia faces a new crisis after a report says 22 percent of its sales went to Chinese AI labs via illegal exports","summary":"A Wall Street Journal report that roughly 22% of Nvidia's sales were effectively illegal export-embargo subversion has deepened the stock's selloff beyond the earlier espionage controversy. Posters on X and Reddit compare the situation to OpenAI's board reversal playbook, predicting a possible emergency board move to bring back Jensen Huang, while others worry about a prolonged government investigation.","companies":[{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","url":"https://app.quantral.com/companies/3412"}],"authors":["The_AI_Investor","unusual_whales","pequityresearch","DeepValueBagger","Mr_Derivatives","PhotonCap","carrioresearch","aleabitoreddit"],"postCount":386,"sourceCount":51,"windowStart":"2026-11-13T07:37:02.396Z","updatedAt":"2026-11-14T07:37:02.396Z","url":"https://app.quantral.com/explore/stories/820"},{"id":809,"kind":"Trending","headline":"Nebius reports a revenue beat and $12B in contracts, but shares swing wildly as posters debate its valuation versus Nvidia","summary":"Nebius posted a Q3 revenue beat and announced $12B in contract value, with strong interest from companies like Snowflake and Palantir, leading some to call it undervalued at $130. Others on X and Reddit question its high market cap compared to larger peers and point to volatile price action as a sign of uncertainty despite bullish fundamentals.","companies":[{"ticker":"NBIS","name":"Nebius Group N.V.","logoUrl":"https://assets.parqet.com/logos/symbol/NBIS?format=jpg","url":"https://app.quantral.com/companies/3236"}],"authors":["_stockResearch","babyfolio","TheBigBerbowski","ren_stocks","daniel_koss","PhotonBull","yianisz","Investor_NICK_"],"postCount":48,"sourceCount":27,"windowStart":"2026-11-12T23:37:02.408Z","updatedAt":"2026-11-13T23:37:02.408Z","url":"https://app.quantral.com/explore/stories/809"},{"id":810,"kind":"Rising","headline":"Intel gains traction on talk of $2B in GPU orders and data center growth, though weak guidance tempers some enthusiasm","summary":"Intel is drawing attention after reports of strong customer interest in its Crescent Island GPU and adoption of EMIB-T packaging, with one author citing a $2B purchase figure and improved quarterly profits. On Reddit and X, some investors see a turnaround in data center performance, while others warn that weak forward guidance and PC market struggles may not be fully priced in.","companies":[{"ticker":"INTC","name":"Intel Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/INTC?format=jpg","url":"https://app.quantral.com/companies/2454"}],"authors":["labubu_trader"],"postCount":9,"sourceCount":2,"windowStart":"2026-11-12T23:37:02.408Z","updatedAt":"2026-11-13T23:37:02.408Z","url":"https://app.quantral.com/explore/stories/810"},{"id":805,"kind":"Trending","headline":"Cerebras shares jumped 16% after hours on earnings that revealed a $26.1B backlog and Microsoft as its third hyperscaler customer","summary":"Cerebras reported Q3 earnings with a $26.1B backlog and revealed on its earnings call that Microsoft is the unnamed third hyperscaler customer, joining AWS and Oracle. Posters focused on the massive backlog relative to revenue, the company's avoidance of HBM memory, and CFO guidance for sharply improving margins, calling the quarter solid and noting the stock rose despite an EPS miss.","companies":[{"ticker":"CBRS","name":"Cerebras Systems Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/CBRS?format=jpg","url":"https://app.quantral.com/companies/910"}],"authors":["carrioresearch","DeepValueBagger","Mr_Derivatives","_stockResearch","epictrades1","unusual_whales","yianisz","itsalasdairmann"],"postCount":23,"sourceCount":10,"windowStart":"2026-11-12T21:37:02.392Z","updatedAt":"2026-11-13T21:37:02.392Z","url":"https://app.quantral.com/explore/stories/805"},{"id":785,"kind":"Trending","headline":"Nvidia CEO Jensen Huang resigns amid affair and board probe","summary":"Nvidia CEO Jensen Huang resigned or was pushed out after reports of an affair and a board investigation, according to posts on X and Reddit. Posters argued that the leadership crisis could destroy trust with TSMC and hurt Nvidia's chip position, while others called the post-earnings dip a buying opportunity that was already bouncing back.","companies":[{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","url":"https://app.quantral.com/companies/3412"}],"authors":["unusual_whales","Mr_Derivatives","DeepValueBagger","pequityresearch","The_AI_Investor","TheValueist","TheLongInvest","carrioresearch"],"postCount":609,"sourceCount":74,"windowStart":"2026-11-12T05:37:02.440Z","updatedAt":"2026-11-13T05:37:02.440Z","url":"https://app.quantral.com/explore/stories/785"},{"id":777,"kind":"Trending","headline":"Nebius posts Q3 earnings beat but stock falls as investors react to a jump in capex guidance to $45B for FY27","summary":"Nebius reported a strong Q3 with a beat on earnings and guidance for 2027 revenue to quadruple, but also raised its capex forecast sharply to $40,45 billion from $27 billion in FY26, which weighed on the stock. On X and Reddit, some investors called the selloff short-sighted given the strong return metrics and customer prepayments, while others questioned the capital intensity of the plan.","companies":[{"ticker":"NBIS","name":"Nebius Group N.V.","logoUrl":"https://assets.parqet.com/logos/symbol/NBIS?format=jpg","url":"https://app.quantral.com/companies/3236"}],"authors":["carrioresearch","mvcinvesting","daniel_koss","babyfolio","_stockResearch","TheBigBerbowski","AtlasShrug1","CaesarCapitalz"],"postCount":120,"sourceCount":37,"windowStart":"2026-11-11T23:37:02.376Z","updatedAt":"2026-11-12T23:37:02.376Z","url":"https://app.quantral.com/explore/stories/777"},{"id":778,"kind":"Trending","headline":"AMD gains traction on news of 2nm server chip shipments and data center revenue up 97%","summary":"AMD reported data center revenue rose 97% to $8.5 billion and began shipping its 2nm Venice EPYC server processors, while analysts highlighted its growing platform support. On X, some posters tied AMD's momentum to speculation around NVIDIA's CEO, suggesting a leadership shift could redirect AI contracts toward AMD, though others focused on the company's technical progress and strong market positioning.","companies":[{"ticker":"AMD","name":"Advanced Micro Devices, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/AMD?format=jpg","url":"https://app.quantral.com/companies/263"}],"authors":["sunxliao","PhotonCap","epictrades1","TheLongInvest","damnang2","LIWEI_TWCapital","CKCapitalxx","carrioresearch"],"postCount":29,"sourceCount":13,"windowStart":"2026-11-11T23:37:02.376Z","updatedAt":"2026-11-12T23:37:02.376Z","url":"https://app.quantral.com/explore/stories/778"},{"id":757,"kind":"Trending","headline":"CoreWeave surges after earnings beat and raised guidance, with capacity sold out through 2028 and a short squeeze underway","summary":"CoreWeave reported Q3 revenue of $3.7 billion, up 168% year over year, raised its full-year guidance to $13-13.3 billion, and said its data center capacity is sold out through 2028, triggering a short squeeze as the stock jumped. 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Posters on X and Reddit argue whether NVIDIA can maintain its AI dominance without Huang, with some calling the situation a crisis and others noting his deep technical influence on the company's direction.","companies":[{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","url":"https://app.quantral.com/companies/3412"}],"authors":["Mr_Derivatives","TheLongInvest","TheValueist","unusual_whales","epictrades1","pequityresearch","The_AI_Investor","PhotonBull"],"postCount":324,"sourceCount":58,"windowStart":"2026-11-11T05:37:02.417Z","updatedAt":"2026-11-12T05:37:02.417Z","url":"https://app.quantral.com/explore/stories/753"},{"id":745,"kind":"Trending","headline":"Nebius shares surge ahead of its own earnings after CoreWeave’s strong quarter, posters expect a pop","summary":"Nebius rose sharply in sympathy with CoreWeave’s earnings beat, which investors read as a positive signal for the whole AI datacenter market. On X, several posters said they expect Nebius to crush its upcoming Thursday update, pointing to higher spot pricing and strong tenant demand.","companies":[{"ticker":"NBIS","name":"Nebius Group N.V.","logoUrl":"https://assets.parqet.com/logos/symbol/NBIS?format=jpg","url":"https://app.quantral.com/companies/3236"}],"authors":["PhotonBull","Mr_Derivatives","TheBigBerbowski","ren_stocks","daniel_koss","AtlasShrug1","_stockResearch","MarkosAAIG"],"postCount":62,"sourceCount":33,"windowStart":"2026-11-10T23:37:02.374Z","updatedAt":"2026-11-11T23:37:02.374Z","url":"https://app.quantral.com/explore/stories/745"},{"id":743,"kind":"Trending","headline":"Posters push back on Morgan Stanley downgrade of SK Hynix and Samsung, citing strong HBM demand and record DRAM prices","summary":"Morgan Stanley cut target prices for SK Hynix and Samsung, but posters on Korean YouTube and X argue the cuts are overly bearish. They note the stocks have already halved, HBM margins remain around 70%, and forward price-to-earnings ratios are at trough levels. Posters also point to CoreWeave's sold-out AI capacity through 2028 and record Korean DRAM export prices as positive signals.","companies":[{"ticker":"000660","name":"SK Hynix","logoUrl":"https://app.quantral.com/api/companies/6129/logo?v=1788526053729","url":"https://app.quantral.com/companies/6129"},{"ticker":"005930","name":"Samsung Electronics","logoUrl":"https://app.quantral.com/api/companies/6361/logo?v=1788526095332","url":"https://app.quantral.com/companies/6361"}],"authors":["PhotonCap","Lee Ju-yeon","Kim Jang-yeol","Park Geun-hyung","Hwa-jin Lee","Lee Ji-hwan","TheValueist"],"postCount":7,"sourceCount":3,"windowStart":"2026-11-10T21:37:02.397Z","updatedAt":"2026-11-11T21:37:02.397Z","url":"https://app.quantral.com/explore/stories/743"},{"id":730,"kind":"Trending","headline":"Rocket Lab posts record $268M quarterly revenue and $3.57B backlog with Neutron rocket demand rising despite a launch delay to","summary":"Rocket Lab reported a 73% year-over-year revenue increase and a surge in its backlog to $3.57 billion, including over $515 million in Neutron launch contracts, even though the rocket has not yet flown. 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On X, posters argued the company is dramatically undervalued compared to peers like Isomorphic, noting its partnership momentum with Takeda, Bayer, and AbbVie, a strong cash balance, and a sub-$100M enterprise value.","companies":[{"ticker":"IAM","name":"Iambic Therapeutics, Inc. Common Stock","logoUrl":"https://app.quantral.com/api/companies/8833/logo?v=1794295342018","url":"https://app.quantral.com/companies/8833"}],"authors":["StocksMaxi_","mkfilko"],"postCount":8,"sourceCount":2,"windowStart":"2026-11-09T21:37:02.425Z","updatedAt":"2026-11-10T21:37:02.425Z","url":"https://app.quantral.com/explore/stories/713"},{"id":709,"kind":"Divided","headline":"Trade Desk's first revenue decline since its 2016 IPO was followed by a 28% stock jump; some say the dip was priced in","summary":"The Trade Desk reported its first quarterly revenue decline since going public in 2016, with revenue down 0.5%. On Reddit and X, some posters argued that small decline was already expected and the stock jumped 28% in reaction, while others pointed out the stock remains well below all-time highs and the earnings call was poorly received.","companies":[{"ticker":"TTD","name":"The Trade Desk, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/TTD?format=jpg","url":"https://app.quantral.com/companies/4784"}],"authors":["epictrades1","CKCapitalxx","Mr_Derivatives"],"postCount":10,"sourceCount":4,"windowStart":"2026-11-09T19:37:02.403Z","updatedAt":"2026-11-10T19:37:02.403Z","url":"https://app.quantral.com/explore/stories/709"},{"id":705,"kind":"Trending","headline":"Moderna shares dropped 25% despite strong melanoma vaccine data, and posters argue whether it is a buying opportunity or hype","summary":"Moderna's shares fell 25% after positive data from its melanoma vaccine, which showed a 50% plus non-recurrence rate, was leaked. On Reddit, some called the drop the easiest dip to buy, while others said the stock is overvalued and running on hype with no long-term support.","companies":[{"ticker":"MRNA","name":"Moderna, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/MRNA?format=jpg","url":"https://app.quantral.com/companies/3139"}],"authors":["seedy19tron"],"postCount":12,"sourceCount":2,"windowStart":"2026-11-09T15:37:02.420Z","updatedAt":"2026-11-10T15:37:02.420Z","url":"https://app.quantral.com/explore/stories/705"},{"id":706,"kind":"Trending","headline":"Zeta Global reported its 21st straight beat-and-raise quarter, but its conference call was poorly received and the stock dropped","summary":"Zeta Global posted another record quarter with revenue up 46% to $493 million and a 21st consecutive beat and raise, but the stock fell 7.50 from after-hours highs after the conference call. On X, posters praised the consistent results, calling it a quietly built monster, while noting the market's negative reaction to the call.","companies":[{"ticker":"ZETA","name":"Zeta Global Holdings Corp.","logoUrl":"https://assets.parqet.com/logos/symbol/ZETA?format=jpg","url":"https://app.quantral.com/companies/5288"}],"authors":["CaesarCapitalz","epictrades1","TheLongInvest","cmsinvests","StockMarketNerd","Couch_Investor"],"postCount":9,"sourceCount":6,"windowStart":"2026-11-09T15:37:02.420Z","updatedAt":"2026-11-10T15:37:02.420Z","url":"https://app.quantral.com/explore/stories/706"},{"id":695,"kind":"Trending","headline":"Rocket Lab reports record revenue and backlog but pushes Neutron rocket to 2027, splitting online reaction","summary":"Rocket Lab posted record Q3 revenue of $268 million, above guidance, and a $3.6 billion backlog, but pushed its Neutron rocket's first flight to 2027 due to carbon-composite tank dome voids. On X and Reddit, some posters celebrated the strong earnings and 100th Electron flight, while others argued the Neutron delay, now three years late, overshadows the financial results.","companies":[{"ticker":"RKLB","name":"Rocket Lab Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/RKLB?format=jpg","url":"https://app.quantral.com/companies/4042"}],"authors":["Kaizen_Investor","BlackPantherCap","mvcinvesting","CaesarCapitalz","epictrades1","Couch_Investor","_stockResearch","cmsinvests"],"postCount":36,"sourceCount":12,"windowStart":"2026-11-09T09:37:02.379Z","updatedAt":"2026-11-10T09:37:02.379Z","url":"https://app.quantral.com/explore/stories/695"},{"id":682,"kind":"Trending","headline":"Nvidia shares fall as posters discuss allegations CEO may have backdoored chips into China and an affair disclosure","summary":"Nvidia shares dropped 7% to around $174 as posts circulated about a Culper Research thesis claiming CEO Jensen Huang may have backdoored chips into China, and news that Huang dropped out of event lineups following an affair disclosure and a board investigation. On X and Reddit, some called the dip a buying opportunity at 11x forward earnings, while others saw serious legal and reputational risk ahead of the company's November 17 earnings.","companies":[{"ticker":"NVDA","name":"NVIDIA Corporation","logoUrl":"https://assets.parqet.com/logos/symbol/NVDA?format=jpg","url":"https://app.quantral.com/companies/3412"}],"authors":["Mr_Derivatives","TheLongInvest","TheValueist","unusual_whales","epictrades1","pequityresearch","CKCapitalxx","DivesTech"],"postCount":245,"sourceCount":49,"windowStart":"2026-11-08T23:37:02.393Z","updatedAt":"2026-11-09T23:37:02.393Z","url":"https://app.quantral.com/explore/stories/682"},{"id":680,"kind":"Trending","headline":"AST SpaceMobile forms Japan satellite joint venture with Rakuten and reports Q3 earnings tonight","summary":"AST SpaceMobile announced a Japan-focused direct-to-device satellite joint venture with Rakuten, which includes up to $1 billion in government support, and is set to report Q3 earnings with an eye on launch schedule updates. On X, many posters saw the CEO’s confident appearance as a sign of a win and noted a 21% rebound from a recent stop-loss raid.","companies":[{"ticker":"ASTS","name":"AST SpaceMobile, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/ASTS?format=jpg","url":"https://app.quantral.com/companies/428"}],"authors":["TheLongInvest","AlmaCap114204","_stockResearch","sunxliao","CaesarCapitalz","TheValueist","epictrades1"],"postCount":25,"sourceCount":8,"windowStart":"2026-11-08T21:37:02.400Z","updatedAt":"2026-11-09T21:37:02.400Z","url":"https://app.quantral.com/explore/stories/680"},{"id":681,"kind":"Divided","headline":"CoreWeave and Nebius face pressure as Nvidia’s safety net for neoclouds disappears and compute costs hurt","summary":"Posters on X argued that CoreWeave and Nebius lose Nvidia's implied protection after the chip investigation, and that restrictions on renting compute outside China could flood the spot market with capacity, pressuring GPU rental prices. Some saw rising demand and energized sites as offsetting factors, while others warned of debt maturities and higher borrowing costs for data center builders.","companies":[{"ticker":"CRWV","name":"CoreWeave, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/CRWV?format=jpg","url":"https://app.quantral.com/companies/1234"},{"ticker":"NBIS","name":"Nebius Group N.V.","logoUrl":"https://assets.parqet.com/logos/symbol/NBIS?format=jpg","url":"https://app.quantral.com/companies/3236"}],"authors":["_stockResearch","AtlasShrug1","TheValueist","oguzerkan","epictrades1"],"postCount":7,"sourceCount":5,"windowStart":"2026-11-08T21:37:02.400Z","updatedAt":"2026-11-09T21:37:02.400Z","url":"https://app.quantral.com/explore/stories/681"},{"id":672,"kind":"Trending","headline":"Super Micro Computer is discussed as an overlooked AI play with a low valuation and potential turnaround","summary":"On Reddit, posters compare Super Micro Computer favorably to Dell, arguing its lower valuation and pure-play AI server focus make it a better bet as the stock falls less and recovers more. 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Not investment advice."}},"get_story":{"arguments":{"id":823},"output":{"id":823,"kind":"Trending","headline":"Take-Two's GTA VI is the most pre-ordered game ever at $1B, and posters debate if the stock has already priced it in","summary":"Take-Two's Grand Theft Auto VI is set to launch on November 19 with record pre-orders and an estimated $1 billion in first-day sales, and some companies are giving employees time off to play. On Reddit and X, some posters call the setup bullish, comparing it to past winning trades, while others argue the hype has been 'priced in for two years' and question buying at current levels after the stock has already run up.","companies":[{"ticker":"TTWO","name":"Take-Two Interactive Software, Inc.","logoUrl":"https://assets.parqet.com/logos/symbol/TTWO?format=jpg","url":"https://app.quantral.com/companies/4792"}],"authors":["unusual_whales","Mr_Derivatives"],"postCount":13,"sourceCount":3,"windowStart":"2026-11-13T09:37:02.451Z","updatedAt":"2026-11-14T09:37:02.451Z","url":"https://app.quantral.com/explore/stories/823","signals":[{"detectedAt":"2026-11-13T23:16:41.000Z","excerpt":"Down Detector has reported dozens of major outages in the last 2 hours.\n","sourceName":"r/wallstreetbets","sourceType":"reddit","url":"https://reddit.com/r/wallstreetbets/comments/1xvmpmy/down_detector_has_reported_dozens_of_major/","threadOnly":true,"commentCount":2,"comments":[{"detectedAt":"2026-11-13T23:16:41.000Z","sentimentScore":0,"callType":"chatter","excerpt":"People have only recently gotten accustomed to GTA6 finally releasing after a decade of delays and jokes.\n\nEven though I've preordered, a..."},{"detectedAt":"2026-11-13T23:12:56.000Z","sentimentScore":-0.1,"callType":"chatter","excerpt":"They really didn’t want us to have GTA VI :("}]},{"detectedAt":"2026-11-13T22:13:43.000Z","sentimentScore":0.7,"callType":"thesis","timeHorizon":"months","excerpt":"Half port yolo on TTWO\nLooking for $270 by thanksgiving","sourceName":"r/wallstreetbets","sourceType":"reddit","authorEvaluatedCalls":1,"authorHitRate":1,"url":"https://reddit.com/r/wallstreetbets/comments/1xvlf5y/half_port_yolo_on_ttwo/","commentCount":6,"comments":[{"detectedAt":"2026-11-13T22:57:35.000Z","sentimentScore":0,"callType":"chatter","excerpt":"Shares? Where's the conviction, my guy"},{"detectedAt":"2026-11-13T22:37:57.000Z","sentimentScore":-0.4,"callType":"thesis","excerpt":"I know it's not the same, I had a lot of CD Project stock in December 2020. Wouldn't recommend "},{"detectedAt":"2026-11-13T22:33:30.000Z","sentimentScore":-0.2,"callType":"chatter","excerpt":"I just dont get why you wouldn't have bought in 2 weeks ago when it was 190 lol"},{"detectedAt":"2026-11-13T22:20:45.000Z","sentimentScore":-0.5,"callType":"thesis","excerpt":"270$ by Thanksgiving? The peak was 2 months ago at 250$, and the selloff already passed?"},{"detectedAt":"2026-11-13T22:19:35.000Z","sentimentScore":-0.6,"callType":"thesis","excerpt":"Brother the game has been hyped up for 2 years straight. It couldn't be more priced in."},{"detectedAt":"2026-11-13T22:15:49.000Z","sentimentScore":-0.3,"callType":"chatter","excerpt":"“it’s not priced in” said the gambler"}]},{"detectedAt":"2026-11-13T19:57:00.000Z","sentimentScore":0.5,"callType":"chatter","timeHorizon":"months","catalyst":"GTA VI record pre-orders and $1B+ launch revenue estimate","excerpt":"BREAKING: GTA VI is the most pre-ordered game ever, and Sensor Tower estimates it will bring in more than $1 billion at launch.","sourceName":"@unusual_whales","sourceType":"twitter","author":"unusual_whales","authorEvaluatedCalls":4,"authorHitRate":0.5,"url":"https://x.com/unusual_whales/status/2121331514764112119"},{"detectedAt":"2026-11-13T17:07:00.000Z","sentimentScore":0.2,"callType":"chatter","catalyst":"GTA VI launch on Nov 19","excerpt":"Companies are giving workers time off for GTA VI.\n\nLogitech is giving all 7,300 of its employees a paid “Logi Game Day” off to play video games, timed to the game’s Nov 19 launch. It’s also hosting a gaming and streaming event at its San Jose headquarters on release day. CEO Hanneke Faber says th...","sourceName":"@unusual_whales","sourceType":"twitter","author":"unusual_whales","authorEvaluatedCalls":4,"authorHitRate":0.5,"url":"https://x.com/unusual_whales/status/2121288733135646895"},{"detectedAt":"2026-11-13T16:47:00.000Z","sentimentScore":0.25,"callType":"chatter","catalyst":"GTA VI launch on Nov 19","excerpt":"BREAKING: An estimated 12.5 million US gamers plan to take time off or change their schedules for the Grand Theft Auto VI launch on Nov 19, according to a PCMag/YouGov survey.\n\nThat’s about 8% of American adult gamers, rising to 13% among Gen Z. Men are slightly more likely than women to plan aro...","sourceName":"@unusual_whales","sourceType":"twitter","author":"unusual_whales","authorEvaluatedCalls":4,"authorHitRate":0.5,"url":"https://x.com/unusual_whales/status/2121283699778204106"},{"detectedAt":"2026-11-13T13:49:18.000Z","sentimentScore":0.6,"callType":"thesis","timeHorizon":"weeks","catalyst":"GTA 6 launch, the biggest video game release in history","excerpt":"$TTWO hit as high as $237.41 yesterday leading up to the biggest video game release in history next week, GTA 6.\n\nReminds me of my $IMAX call when it was $37 and hit $57’s cause of The Odyssey.\n\n#socialarbitrage","sourceName":"@Mr_Derivatives","sourceType":"twitter","author":"Mr_Derivatives","authorEvaluatedCalls":426,"authorHitRate":0.3732394366197183,"url":"https://x.com/Mr_Derivatives/status/2121238982394888416"}],"nextCursor":null,"disclaimer":"Stories are machine-written summaries of what people posted, not news reports, facts or investment advice."}},"get_author":{"arguments":{"query":"SKundojjala"},"output":{"author":{"handle":"SKundojjala","platform":"twitter","tier":"Elite","trackedCalls":75,"gradedCalls":60,"correctCalls":38,"hitRate":0.633,"topCompanies":[{"ticker":"TSM","name":"Taiwan Semiconductor Manufacturing Company Limited","mentions":60,"gradedCalls":5,"hitRate":1},{"ticker":"INTC","name":"Intel Corporation","mentions":44,"gradedCalls":4,"hitRate":0.75},{"ticker":"AAPL","name":"Apple Inc.","mentions":29,"gradedCalls":1,"hitRate":1},{"ticker":"QCOM","name":"QUALCOMM Incorporated","mentions":28,"gradedCalls":3,"hitRate":0.333},{"ticker":"ASML","name":"ASML Holding N.V.","mentions":27,"gradedCalls":3,"hitRate":0.333}],"url":"https://app.quantral.com/authors/64131"},"disclaimer":"Track records are past graded calls on Quantral, not a forecast of future accuracy. Not investment advice."}}},"pass":{"plans":[{"plan":"month","days":30,"price":"14.99 USDC","url":"https://app.quantral.com/api/agent/pass?plan=month"},{"plan":"week","days":7,"price":"5.99 USDC","url":"https://app.quantral.com/api/agent/pass?plan=week"}],"purchaseUrl":"https://app.quantral.com/api/agent/pass","mcpUrl":"https://app.quantral.com/api/mcp","termsUrl":"https://quantral.com/terms/agent-pass","termsVersion":"2026-11","howToBuy":"POST https://app.quantral.com/api/agent/pass?plan=month (or ?plan=week), answer the 402 with an x402 USDC payment, receive an API key for https://app.quantral.com/api/mcp."}}