TradingBeats data showed large on-chain accounts adding both long and short exposure to Nvidia after a sharp U.S. semiconductor rebound, according to a BlockBeats report.
Semiconductor rebound
The Nasdaq rose 2.74% and the Philadelphia Semiconductor Index gained 6.85% in the reported session. AMD surged 13.26%, while Micron and SanDisk each rose more than 6%.
Nvidia positioning diverged
Among 59 addresses with single-instrument net position changes above $1 million, net longs increased about $20.76 million and net shorts about $6.96 million. Excluding Nvidia, net longs across other instruments fell about $1.47 million.
NVDA closed down 4.27%, while on-chain accounts increased net Nvidia longs by about $22.23 million and shorts by about $32.58 million. Nvidia contract open interest rose about 30.4%. The addresses are shown only by prefixes in the source and are not identified.
Source: BlockBeats English report, published Nov. 10, 2026.