Dan Stringer, SEC Pimp

My tinfoil hat theory on Jensen situation. Bear in mind, the only way Jensen gets ousted is if there is a BAD smoking gun, possibly around a crime. A theory: > honeypot Chinese spy-CEO girl gets Jensen > she buys GPUs for megaspeed > those GPUs ultimately go to China > JH figures it out; tries to stop > CCP tells him, “ha, gotcha b!tch” and blackmails him into continuing > pressures JH to ship more GPUs > JH has Nvidia ship said GPUs and tells team to not look too closely > JH starts defending China as a potential customer publicly (see Dwarkesh pod below) > CIA figures out what’s happening [Note: Trump mentioned on 60 Minutes interview the US discovered a major AI CEO breaking the law. Trump threatened him with prosecution if he didn’t get onboard Team USA ASAP. “Do you like wearing orange?”] > This is Jensen > JH shuts down honeypot relationship and related GPU shipments > China says, “No. If you don’t ship, we will destroy you.” > Stuck between US legal system and Chinese blackmail, JH risks calling China’s bluff > China does initial leak on JH honeypot affair. JH denies it to Nvidia board (6-12 months ago) > US CIA / DoJ knows he did it > China is not bluffing > China sees anti-AI blue wave at last week’s US ballot box (which it helped catalyze) and decides now is the time to hit Jensen > Leaks the story aggressively. Kill three birds with one stone: take out blackmail target; disrupt important AI leader; feed AOC’s oligarch AI wet dream > Nvidia board forced to investigate. Discovers JH a) lied; b) broke the law; and c) had an affair with Nvidia employee > Nvidia board doesn’t want to fire him but almost has to, especially if he knowingly broke the law AND SO HERE WE ARE. Critical question for $NVDA board is did JH knowingly do something illegal. Because everything else falls in a “policy violation” bucket that can be managed without termination. But if he broke major laws, the board is trapped, barring USG intervention. We shall see.