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NEW IN: U.S. Justice Department launches investigation into Nvidia following CEO Jensen Huang's resignation.
"My partner Charlie says: there's only 3 ways that a smart person can go broke - he says 'liquor, ladies and leverage'"
— Warren Buffett
Welp
Be Jensen Huang:
• Starts Nvidia in 1993. By 1996, the company is nearly bankrupt. He lays off half the staff and tells the team they are “30 days from going out of business.”
• In 1997, Nvidia wins a Sega contract, but Jensen realizes the chip won’t work. Sega invests $5M anyway, giving Nvidia six more months to survive and pivot.
• The pivot works. Nvidia goes public in 1999 and launches the GeForce 256, calling it the world’s first “GPU.” It goes on to dominate PC gaming.
• Jensen notices PhD students using Nvidia gaming cards for complex math. He realizes the GPU is much bigger than gaming and starts investing heavily in that future.
• Throughout the 2000s, Nvidia pours profits into developing CUDA, a software platform that makes GPUs programmable for AI, scientific computing, and many of the heaviest workloads that CPUs can’t handle.
• In 2016, Jensen hand-delivers Nvidia’s first AI supercomputer, the DGX-1, to Elon Musk for OpenAI to train a 'generative model'.
• In 2022, Nvidia stock crashes 66%. The PC market slows, Ethereum kills GPU mining, resale prices collapse, and revenue guidance falls.
• While the industry slows down, Jensen aggressively secures TSMC's limited CoWoS packaging capacity (the bottleneck for AI chips) betting the farm that the "big AI moment" is imminent.
• In Nov 2022, OpenAI launched ChatGPT. Suddenly, every major tech company wants thousands of Nvidia H100s at $30K each.
• From 2023 to 2025, big tech pours hundreds of billions into AI infrastructure. Nvidia becomes the choke point. CUDA keeps developers locked in.
• Nvidia becomes the most valuable company in the world, valued at $4.3 trillion, and Jensen owns approximately 3.5% worth $150+ billion.
• Then everything starts to unravel.
• On November 8, 2026, Nvidia’s board opens an investigation into Jensen’s relationship with a “Chinese spy” after he admits to an affair.
• On November 11, the NYT reports he also had an affair with Nvidia’s V.P of Healthcare, who reported directly to him.
• Today, Jensen Huang resigns as Nvidia CEO, president, and board member, effective immediately.
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BREAKING: President Trump calls for former Apple CEO Tim Cook to become the next CEO of Nvidia, $NVDA.
“A legend replaces a legend,” Trump says.
JUST IN: 🇺🇸 President Trump says Apple's Tim Cook should replace Jensen Huang as Nvidia $NVDA CEO.
Be Jensen Huang:
• Starts Nvidia in 1993. By 1996, the company is nearly bankrupt. He lays off half the staff and tells the team they are “30 days from going out of business.”
• In 1997, Nvidia wins a Sega contract, but Jensen realizes the chip won’t work. Sega invests $5M anyway, giving Nvidia six more months to survive and pivot.
• The pivot works. Nvidia goes public in 1999 and launches the GeForce 256, calling it the world’s first “GPU.” It goes on to dominate PC gaming.
• Jensen notices PhD students using Nvidia gaming cards for complex math. He realizes the GPU is much bigger than gaming and starts investing heavily in that future.
• Throughout the 2000s, Nvidia pours profits into developing CUDA, a software platform that makes GPUs programmable for AI, scientific computing, and many of the heaviest workloads that CPUs can’t handle.
• In 2016, Jensen hand-delivers Nvidia’s first AI supercomputer, the DGX-1, to Elon Musk for OpenAI to train a 'generative model'.
• In 2022, Nvidia stock crashes 66%. The PC market slows, Ethereum kills GPU mining, resale prices collapse, and revenue guidance falls.
• While the industry slows down, Jensen aggressively secures TSMC's limited CoWoS packaging capacity (the bottleneck for AI chips) betting the farm that the "big AI moment" is imminent.
• In Nov 2022, OpenAI launched ChatGPT. Suddenly, every major tech company wants thousands of Nvidia H100s at $30K each.
• From 2023 to 2025, big tech pours hundreds of billions into AI infrastructure. Nvidia becomes the choke point. CUDA keeps developers locked in.
• Nvidia becomes the most valuable company in the world, valued at $4.3 trillion, and Jensen owns approximately 3.5% worth $150+ billion.
• Then everything starts to unravel.
• On November 8, 2026, Nvidia’s board opens an investigation into Jensen’s relationship with a “Chinese spy” after he admits to an affair.
• On November 11, the NYT reports he also had an affair with Nvidia’s V.P of Healthcare, who reported directly to him.
• Today, Jensen Huang resigns as Nvidia CEO, president, and board member, effective immediately.
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/n…
Hall of Fame resume.
BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.
JUST IN: Colette Kress to replace Jensen Huang as Nvidia's $NVDA interim CEO.
BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.
