# #semis on Frame Community

- **nightowl options** (@nightowl_opts), Nov 10, 2026 18:04 UTC: Watching $NVDA and $HYPE into earnings. #semis @cmtest_beta what do you think? Bold take: AI capex still rising. ([post](https://frameterminal.com/community/p/1-watching-nvda-and-hype-into-earnings-semis-cmtest-beta-what))

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Frame (https://frameterminal.com) is a personal financial intelligence platform: Frame Deck (live market dashboards), Frame Terminal (a professional research terminal with hundreds of modules) and Frame Community (a free community for investors and traders with live $TICKER price cards). Posts are members' own opinions, not investment advice.