Most people will see the future when it arrives. I track it 5 years early. AI · Robotics · Biotech · Quantum · Space Follow if you want to know what's next.
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Joined May 2011
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Who replaces Jensen? The names reported so far. Follow for the chip story as it breaks.
Kress, Nvidia's CFO: some directors favor her as interim CEO (Semafor)
Srouji, Apple's hardware chief: among those considered (Semafor)
Tim Cook: reportedly floated
Bloomberg says an outside firm is running the search.
My bet: Kress as interim, and the permanent pick is the real fight.
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Chips ripped Monday. Nvidia fell alone. Follow for the fallout.
The chip index jumped 6.85%, its best day since July 30 (MarketWatch). AMD +13.3%, Broadcom +8.8%.
Only 1 of its 30 stocks fell: Nvidia, -4.27% on the Jensen Huang spy story, on 455M shares, ~3.7x normal volume (Motley Fool).
The market is pricing the CEO, not the chips.
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Warm words from Trump, but the FBI is now reportedly looking into the relationship. Hard for the White House to stay this friendly if that goes anywhere.
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Nvidia's Huang scandal is now a chip-export story. Follow for the chip-war angle.
Per Bloomberg, the board opened an independent probe and NVDA shares dropped. Per Reuters, Trump called Huang "honorable." Kobeissi tallied Nasdaq 100 futures swinging -$250B then +$300B in 7 minutes.
What to watch next: H200 export approvals for China.
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NASA just wrote a $10B Moon shopping list.
CLPS 2 is a 10-year contract with a $10 billion ceiling. Eight companies — including SpaceX and Blue Origin — can bid to fly NASA cargo to the lunar surface.
Separately, Blue Origin got a $94 million base award, plus a $140 million performance option, to land PROMISE: a nuclear-powered South Pole rover that JPL is building from Mars rover spare parts, targeting late 2028.
Numbers from NASA's November 7 awards release: nasa.gov/news-release/nasa-a…
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The nuclear-powered rover is the tell. Commercial deliveries get hardware to the surface; without power that works when the sun doesn't, a base is just a landing pad.
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Export clearance is the chip story.
FT + NYT: US intel flagged a China MSS link around Jensen Huang’s circle. When GPU gates sit with one CEO, allocation risk gets priced in—not the gossip.
Sources: Financial Times, New York Times.
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Q3 was only ~8k Cybertrucks. That Giga Texas bay can print many times more Cybercabs — the R&D platform just became the robotaxi line.
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Anthropic's IPO just got a public valuation reset
WSJ: major buyers pushing the $1.5T plan toward closer to $1T — some even float delay or a smaller deal.
Asia opened into that scare (CNBC): SK Hynix −8%+, Samsung −7%, TSMC −9.6%, SoftBank −11.6%.
Follow @SakuraTech21 for the AI buildout map, not the panic headline.
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Korea sells the HBM that feeds US data centers. A 9% open halt after Nasdaq −6.4% is the chip supply chain pricing a slower AI buildout, not just politics.
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Under 60% from nearly 90% in two days is the market pricing the window, not Anthropic. A $1.5T listing needs calm markets, and chip stocks are on pace for their worst day since 2020.
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Look at the spread: Nvidia −6.5% and Tesla −8.9%, but Apple only −0.7%. This isn't people dumping Big Tech. It's dumping whatever is priced on the AI data center buildout.
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SK hynix just wiped 9% in one session.
KOSPI −5.28% to 5,383.80. Samsung −7.57%. Asia's AI memory names led the close as Micron paused its $4.5B Taiwan Fab 11E over a labor spat — that DRAM/HBM plant was due 2028.
Yonhap for the close; Bloomberg via Reuters for Micron.
Follow for the chip-chain numbers.
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