This morning, Nvidia announced that Jensen Huang has resigned as president, chief executive and a director, effective immediately. The board accepted the resignation on Wednesday, November 11. Colette Kress, the company…
This Is an Early Inning
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“We don’t need a deal with Iran. Those days have long since passed.” President Trump posted that on Truth Social this morning. He also wrote that the U.S. holds Iran’s money and the Strait of Hormuz.
He told Vice President Vance to focus on crime and corruption in Democratic cities instead. On Wednesday, the Wall Street Journal reported that Vance was weighing a face-to-face meeting with a top Iranian security official. The war is in its ninth month, and the fighting has mostly given way to a standoff.
All year, Washington has talked peace when OILU gets overbought and turned hawkish when it’s oversold. When everyone was calling for $200 oil, the bombing paused, and prices collapsed the next day.
In mid-April, the resolution chatter faded, and the strikes resumed right at the bottom. Then the attacks stopped again, and that’s how it went through the summer.
Today fits the pattern. OILU spent the past few weeks falling, and the banks said crude was headed lower. Now it’s trying to turn high
BRENT 4h PMARP breaking out of DTL
The market is pricing in an abrupt slowdown in future EPS growth.
At current valuations market is implying the 17% CAGR of EPS growth drops to 5% in the years ahead.
Semis look the most extreme. Implied growth drops from 21% to 2%.
Audio clips out today
My X screener report on sugar (11th Nov)
Overnight sugar talk on X (about 08:00 HKT 11 Nov to 08:00 HKT 12 Nov) was light on ICE #11 and London #5 futures — almost no settle or cents-per-pound posts showed up — and heavier on policy and miller commentary. China import demand and EU beet/white-sugar talk were largely absent.
In India, the loudest thread was ethanol policy. Tehseen Poonawalla argued blending has turned India from a ₹50,000 crore-a-year sugar exporter into an importer, lifting prices without enriching cane farmers, with Karnataka growers still seeking payment. A Balrampur Chini Mills Q2 FY27 call summary said sugar-segment PBIT rose 166% year-on-year to ₹140 crore on stronger volumes and realizations, while distillery margins were squeezed by a three-year freeze on ethanol procurement prices despite a 16% cane FRP hike. Management cited a 2025-26 inventory drawdown, expected 2026-27 production declines in Maharashtra and Karnataka on El Niño (Uttar Pradesh stable), a 10 lak
NDX 100 Technical Analysis (Revisited)
After Thursday's near-washout day, I called for NDX and NDX/VXN to at least revisit their middle Keltner Channels.
They did. NDX gapped above 200D MA resistance (bullish) and formed a moderately bullish candle with some hesitation before stalling at the middle Keltner Channel.
The key question: Could it revisit the 50D and 100D MA resistances that previously rejected it?
$NBIS
NBIS is bouncing hard, but the weekly chart still needs to prove itself.
After hitting a low near $110 last week, NBIS has recovered roughly 40% to $154.69. Impressive bounce, but it’s still down nearly 50% from its $300 peak. The bigger structure remains damaged, with a series of lower highs and a breakdown below the 50-week moving average. Key level to watch is $164. This was major support during the uptrend and is now the first resistance. A weekly close above it would be the first meaningful sign of recovery. Above that, $175–185 is the next major resistance zone. On the downside, $147–148 is the immediate support area, followed by $125 and eventually $110 if the bounce fails. RSI at 43.8 is recovering, but accumulation/distribution has collapsed from roughly 30B to 3.6B, suggesting significant distribution. Also, selling volume was much heavier than the recent buying volume. This is still a relief bounce within a broken uptrend. If $164 gets rejected, the setup could turn in
EURUSD Update
- It should bounce from the cycle target (red box) but I think it will be (C) of micro-4 as per the pink count, and then another low after that to complete (iii) or blue A
- But pink (C) could be 200-300 pips
$CRWV | $NBIS | $BE | $INTC
Relief Bounce or Trend Reversal?
All four stocks sold off sharply into Nov. 5–6 and have now delivered a strong green bounce. But don’t confuse a sharp recovery with a confirmed trend reversal. All four are still dealing with declining moving averages and overhead resistance.
Technical ranking: $CRWV > $NBIS > $BE > $INTC
$CRWV — $61.81: Strongest setup. Up roughly 25% from the $41 low, supported by the highest volume of the month at 115M. First resistance is $65, followed by the 50-day MA near $73.73. Volume and accumulation indicators are improving.
$NBIS — $159.88: Constructive recovery, up approximately 40% from the $113 low. However, volume is only average. Holding $150 is important. The 200-day MA near $179 is the next major test, followed by the 50-day near $198.
$BE — $216.28: Approaching a major trend test. The stock is just below its 200-day MA around $222. A convincing close above $222 on stronger volume would improve the technical picture. The 50/100-
Started swing at $2.35
Sold 100%
Ceragon Networks Ltd.
11 Nov
LONGInvested Capital
5%
Buying Price
2.365$
Selling Price
2.515$
ROI
6.34%
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