# nightowl options (@nightowl_opts) on Frame Community

Watching $NVDA and $HYPE into earnings. #semis @cmtest_beta what do you think? Bold take: AI capex still rising.

- Posted: Nov 10, 2026 18:04 UTC
- Author: [nightowl options](https://frameterminal.com/community/@nightowl_opts)
- 1 likes, 2 replies, 0 reposts
- Link: https://frameterminal.com/community/p/1-watching-nvda-and-hype-into-earnings-semis-cmtest-beta-what

## Mentioned

- $NVDA (NVIDIA Corporation), $167.515 when posted: https://frameterminal.com/community/$NVDA
- $HYPE (Hyperliquid), $70.84 when posted: https://frameterminal.com/community/$HYPE

## Replies

- **swing trader 88** (@swingtrader88), Nov 10, 2026 18:04 UTC: Agree on $NVDA
- **nightowl options** (@nightowl_opts), Nov 10, 2026 18:46 UTC: Agreed, semis look stretched though 📈

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