No. They’ll let him go. They’re too afraid of what else they may find and if he porked anyone else
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Nope. Massive lack of judgement on Jensen behalf. Reckless. What else has he been reckless doing
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I don’t think the board will have much of a choice here.
Not a good look if he stays
If Jensen has any morals he’d just step down imo
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Na. Hang him out to dry
As a husband and a father there is no excuse.
Even more so as a public figure.
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The concern is how critical was Jensen to all the circular financing deals.
Clearly very close with the administration
With Jensen out of the picture do some of these deals falls apart?
Could be murky in the short term.
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Wow
Almost a certainty that Jensen will be let go
$nvda
Caught On Video: Jensen Huang Reportedly Had Second Affair - This Time With His Own Nvidia Executive zerohedge.com/ai/caught-vide…
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LMC retweeted
Jensen will be forced out
NYT says Jensen Huang had a relationship Nvidia's vice president of health care. nytimes.com/2026/11/11/techn…
Well this surely seals the deal for Jensen at $nvda
Don’t see how he can stay on as CEO. Will be a lot of pressure and scrutiny on him now.
NVIDIA CEO JENSEN HUANG HAD SECOND ALLEGED AFFAIR WITH COMPANY EXECUTIVE
Nvidia ($NVDA ) CEO Jensen Huang reportedly had an extramarital relationship with Kimberly Powell, the company's VP of Healthcare, according to five former employees cited by The New York Times.
The two were reportedly seen being affectionate at Nvidia's March conference, raising potential conflict-of-interest concerns.
The allegations emerge as Nvidia's board investigates Huang's separate affair with a woman US intelligence identified as a suspected Chinese spy.
Nvidia declined to comment on the new report.
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LMC retweeted
1 yr Breakevens below 2%
Oil and Gasoline falling
And Fed and their Wall St cheerleaders want more hikes.
!00% agree. over half of the sell side reports is just backwards looking info.
Always just a lagging indicator as to what has already happened.
More or less its just a conformation of information you already know.
Sellside research has gotten really bad. I can’t tell whether analyst quality has deteriorated, intellectual honesty has disappeared, or nobody gives a shit anymore. Maybe it’s just about driving trading volumes. Whatever the reason, it’s become almost impossible to trust. Useful for understanding the narrative others are trading on, occasionally entertaining, but ultimately just reactionary garbage masquerading as independent analysis…
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LMC retweeted
The Fed isn't going to hike 50 bps next month. Today's upside surprise to CPI is the ultimate backward-looking data point. Oil prices are down 26% from last month and we know from earlier this year that oil price spikes bleed into core CPI. This is noise.
robinjbrooks.substack.com/p/…
Yeah let’s continue hiking rates
71% OF AMERICANS SAY THEIR FINANCES ARE STAGNATING OR GETTING WORSE
A new Achieve survey reveals growing financial pressure on US households.
34% say their finances have worsened over the past year, while 37% report no improvement.
54% rely on credit card balances to cover essential expenses, 38% struggle to make debt payments on time, and 33% have missed bill deadlines in the past three months.
Only 29% say their financial situation has improved.
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This is probably the likely scenario
From FPUSA
“continuing to advance approximately 5 GWh of projects that have been acquired, selected or are under active diligence, and an identified overall pipeline opportunity of approximately 16 GWh.”
They most likely continue to drive the flow and I have no problem with this. They speed up the process for now. Keep the backlog healthy.
Prove out the manufacturing economics of the battery
All the while the slower state mandates etc continue to advance
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LMC retweeted
SOURCES SAY IRAN AGREED TO US DEMANDS TO CUT HIGHLY ENRICHED URANIUM LEVELS - AL HADATH
Yes it has been a good short along with most of the other neoclouds. The long hyperscalers/short neocloud has been an excellent pair.
Covered the shorts and still running the longs.
Contemplating adding some short exposure again on bounces
Shorting $IREN over the past couple months and over the next coming months is such a great trade
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