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Weekly review · Week 46 · Nov 9 – Nov 15, 2026

Huang's Exit Splits Nvidia Bulls as AMD and Broadcom Rally

Week 46: Nvidia's CEO crisis drew 81 influencer calls, most of them buying the dip but some exiting. AMD and Broadcom gained about 18–19% as influencers described money rotating away from Nvidia.

  • 282 calls
  • 35 influencers
  • 84 stocks

Nvidia's leadership crisis took over the week. A scandal and investigation around Jensen Huang turned into his resignation, which influencers began reporting on Nov 12. NVDA drew 81 of the week's 314 calls (55 bullish, 26 bearish) and closed Nov 13 at 162.85, about 13% below the previous Friday. Most influencers called it a personal scandal, not a broken business, and bought the dip, but a vocal minority, including some long-time bulls, said they would exit. Meanwhile AMD rose about 19% and Broadcom about 18%, and many influencers described both as the winners of a rotation out of Nvidia.

Nvidia: buy the scandal or leave with Huang

The bull case for NVDA rested on valuation and demand that, in their view, is still intact:

  • ZipTrader called it a great buying opportunity at about 11 times forward earnings , and later a dip buy with the stock about 30% below its highs .
  • Invest with Henry said this is "a personal scandal, not a broken business" and that he is buying LEAP options .
  • Ticker Symbol: YOU plans to dollar-cost average over the next few months, noting that Google and Amazon still buy Nvidia chips .
  • Tom Nash said he remains extremely bullish even without Huang , and Everything Money called a P/E of 21 "super cheap" .
  • 美股投资网 argued that big-tech AI spending hasn't stopped and suggested buying in stages . It named the congressional closed-door briefing on Nov 18 as the key checkpoint .

Several bulls cared more about timing. 投资TALK君 first suggested trimming about 10% . He then opened a position at 158.8, aiming for 20–30% and possibly exiting soon after . 美股仙人（全网吹存第一人） wants the news to settle and another 10–15% drop before buying . Dr. Mike Invest 投资频道 won't buy the dip but thinks holders can keep their shares .

The bears focused on who leads Nvidia:

  • Serenity backed Huang on Nov 9 . After the resignation, he said he has no long-term confidence beyond the existing roadmap and is less sure Nvidia can hold its edge over AMD, Broadcom and the hyperscalers .
  • Jukan worried that senior engineers could leave and that a new CEO less supportive of neoclouds could break Nvidia's flywheel .
  • 视野环球财经 plans to sell out after the Nov 17 earnings report, or earlier if the stock rebounds to 172–174 .
  • 老汤美股财经 moved his whole Nvidia position into the SMH and SOXX semiconductor ETFs . NaNa说美股 sold half and plans to sell the rest into a rebound .
  • 牛顿师兄 said heavy retail buying makes him uneasy .

AMD and Broadcom: the rotation trade

AMD rose from 449.04 to 534.06, about 19%. It closed at a high of 585.3 on Nov 12 and then fell about 9% on Friday. Calls were 17 bullish to 3 bearish:

The doubters focused on how fast it had run. 精英财经 LABanker took short-term profits and said buying back in now is poor value . Art of Speculation would keep shorting if it breaks its 20 and 520 EMAs . 美股 | 价值罗盘 leaned bearish with puts , and Ruby投资笔记 would hold only a small position .

AVGO rose about 18%. Both 老李玩钱 and 视野环球财经 see it as an Nvidia competitor that benefits. Dr. Mike Invest 投资频道 said holders should take some profit near 364.36 after the quick run . Others chose ETFs over picking one name: Shepherd Capital Markets prefers QQQ to avoid the risk of a single stock, with SMH and SOXX as his second choice . 投资TALK君, by contrast, sold all of his SOXX .

Neoclouds: CoreWeave's earnings vs Nebius's slide

CRWV jumped about 25% on Nov 11 and ended the week up about 15%. Bulls cited its earnings report:

阳光财经 won't buy because of the huge capital spending , and NaNa说美股 said she doesn't trust management .

NBIS fell about 25% from its Nov 11 close to Nov 13. Fiona ❤️& ✌️ had forecast revenue of $950M against a $905.7M consensus . 美股仙人 later said revenue and ARR missed but kept buying . Serenity stayed bullish for the long term, citing prepayments that cover capex and the company's stake in Clickhouse . Dr. Mike Invest 投资频道 compared buying now to catching a falling knife . After Huang's exit, 美股仙人 turned bearish on both NBIS and CRWV, arguing that their growth will be harder without his backing . 美股投资网 said this group of cloud providers would be hit first .

Memory and optics: the bottleneck bulls

MU rose about 13% for the week, including about 12% on Nov 11. Calls were 14 bullish to 1 bearish:

The one bear, 骚Will搞美股, called the market overheated and the industry too cyclical .

COHR rose about 13%. Serenity said it supplies everyone and is better shielded from changes at Nvidia . Ruby投资笔记 opened a position, betting on demand for data-center connections , and NaNa说美股 sees a rebound toward 250–260 . XTrader猫姐美股 expects a sell point near the upper channel . TSM gained about 6%. Serenity noted TSMC calling demand "insatiable" , and 视野环球财经 plans to add until it becomes his second-largest holding . 老李玩钱 expects Nvidia's troubles to weigh on it .

Beyond chips: index funds, power and platforms

QQQ rose about 4%. 牛顿师兄 bought call options and is bullish short term , but would consider a stop-loss if it stays below its 200-day line . NaNa说美股 warned that a clear break below 680 could mean a retest of 660 or 647 . 美股 | 价值罗盘 wants it to hold above 668 . 硅谷居士 kept recommending Chinese-listed (QDII) Nasdaq and S&P funds even at high premiums .

This review summarises public opinions from tracked influencers and is not investment advice.