Canada's most followed trading voice 15 years of market execution Now decoding global macro, equities, risk & market psychology. Frameworks over forecasts
X sub ➡️
Joined July 2022
- Tweets27.8K
- Following294
- Followers142K
- Likes24K
I'm going to say this out loud.
Something about the Jensen Huang story doesn't sit right with me.
Reports suggest US officials knew about the intelligence concerns as far back as 2025.
A classified memo reportedly circulated in early 2026.
And now, suddenly, the whole world is talking about it.
We've seen powerful CEOs lose their positions after old controversies became public.
Intel's Brian Krzanich.
BP's Bernard Looney.
Boeing's Harry Stonecipher.
Wynn Resorts' Steve Wynn.
Different circumstances. Similar consequences.
I'm not saying someone orchestrated this. There's no evidence of that.
But I keep coming back to the same question.
If this information was known behind closed doors for so long, what changed?
And why is it all coming out NOW?
$NVDA
Dude. The AI race just took a turn nobody saw coming. 🤯
For years, Wall Street was asking whether AMD could catch Nvidia in AI chips.
Now they're questioning which CEO they can trust more.
Since the Jensen Huang scandal broke:
$AMD has added over $100 BILLION in market cap.
$NVDA has been getting hammered, with roughly $1.5 TRILLION wiped out since its October peak.
And suddenly, Lisa Su is looking like the safer pair of hands in the AI industry.
Imagine telling someone a month ago that the biggest threat to Nvidia might not be another chip.
Nvidia is getting deepthroated.
The three things that can ruin a man:
Women. Leverage. Liquor.
Leopold Aschenbrenner - Leverage
Jensen Huang - Women ( 2 of them )
Liquor Every trader trying to survive 2026.
Someone explain this to me.
Last week, the market was getting absolutely destroyed because everyone was worried about AI.
This week, the market is ripping higher because suddenly everything is fine with AI again.
Same companies. Same business models. Same AI spending.
Apparently, all the problems got fixed over the weekend.
What kind of crooked shit is this? 💀
You're not gonna believe how ridiculous November has been. 🤯
$QQQ had one of its worst days in a decade on November 5.
Then look what happened:
Nov 5: 🔴 −6.49%
Nov 6: 🟢 +1.4%
Nov 9: 🟢 +3.5%
Nov 11: 🟢 +3% so far
And after ALL that chaos, we're STILL trading inside last week's candle.
The Nasdaq is now UP 0.73% for November.
Imagine surviving one of the ugliest selloffs of the year, three massive rallies, and somehow the weekly 6% candle is not good strong enough.
Everyone wants to know:
“Was November 5 the bottom?”
I don’t care about guessing the bottom.
I want the market to prove it.
That’s exactly what William O’Neil’s Follow-Through Day was designed to do.
Look at $QQQ:
Nov 5 → Market low
Nov 6 → Day 1 rally attempt
Nov 9 → Day 2
Nov 10 → Day 3
Nov 11 → Day 4
Today is the first day this rally can actually produce a Follow-Through Day.
And we already have half of the equation:
Price: ✅
$QQQ is up roughly +2.5%. More than enough.
Volume: ❌
Volume still needs to finish above yesterday’s.
So as of right now: Today is not a follow through day
I said if $NBIS gets to $135, you buy. Don't ask questions.
To everyone who picked up shares around that level, congratulations.
You did what most investors spend years talking about.
Buying a stock you believe in when it's down 55% and everyone else is scared.
Buying the dip sounds easy.
Until the dip actually comes.
Guys good fuckin morning.
Fat gap up 🔥
Market futures are going absolutely bonkers overnight. 🤯
Of all the companies that could’ve helped turn sentiment around in AI, I don’t think many expected $CRWV to be the one.
But here we are.
Now imagine if we actually get a follow-through day tomorrow.
Boy will that make bears angry.
