UBS: Market Vulnerability Nears Extreme Levels, Earnings Season May Trigger a Temporary Spike in the VIX

Michael Burry increased his short positions following Huang Renxun's resignation. He compared Nasdaq’s October peak to the top of the 2000 internet bubble. On November 12th, he doubled his put option positions on the Nasdaq 100, with expiry set for early 2027, and rebuilt put options on the VanEck Semiconductor Index. He directly warned investors to "exit the market" and predicted a significant correction in chip stocks before mid-2027.

According to reports, Tesla has invited select customers to reserve the Cybercab, taking a step toward launching this self-driving model to general consumers.

Federal Reserve Vice Chair Philip Jefferson stated that when policymakers consider whether to raise interest rates further, inflation has become the most important metric.

Elon Musk has publicly co-signed a petition in support of Jensen Huang’s return to NVIDIA. The number of signatures on the petition website has surpassed 14,000, causing the site to almost crash due to a surge in traffic. What is raising further alarm in the capital markets is that NVIDIA’s core engineers have made collective statements, warning that if senior management mishandles the situation, key technical talent may leave, potentially undermining NVIDIA’s competitive moat.