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NVDA analyst sentiment just hit -2.6σ, the most bearish on record. Four weeks ago the narrative was "AI supercycle." Now it's "dot-com bubble." Bitcoin sells off with risk…

Ki Young Ju
Published: 2026-11-09 13:40 UTC
Collected: 2026-11-09 16:03 UTC
Original language: Not supplied by source
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$NVDA analyst sentiment just hit -2.6σ, the most bearish on record. Four weeks ago the narrative was "AI supercycle." Now it's "dot-com bubble." Bitcoin sells off with risk assets, but it bounces wh…

$NVDA analyst sentiment just hit -2.6σ, the most bearish on record. Four weeks ago the narrative was "AI supercycle." Now it's "dot-com bubble." Bitcoin sells off with risk assets, but it bounces when liquidity comes back, usually before earnings do. Extreme bearishness often signals the end of selling, not the start.

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