Singularity Research

Just as Bill Gurley orchestrated Travis Kalanick’s ouster from Uber, I’m curious who might be orchestrating a similar move to push Jensen Huang out of Nvidia ($NVDA)

We found the second🎉 emoji to Jensen's infidelity email!

Jensen Huang is now an nvidia veteran 😂😂😂

Can anyone checkup on him, if he is okay?

Can say that is true for @hiteshkar - just look at his content on X and discord Bang on ( unlike Jensen ) accurate on index and predicted a flush to 610-630 earlier this week

Everything that happened in the data center world today (Nov 12, 2026) Jensen Huang is out at Nvidia, effective immediately, five days before earnings. CFO Colette Kress is interim CEO. Nebius guided capex up and 2026 revenue to the low end. Futures are red. NVIDIA - Nvidia's board said Huang resigned as President, CEO and director, effective immediately. Kress is interim CEO and stays CFO until a permanent successor is named. Search will consider internal and external candidates. Former Synopsys CEO Harvey Jones named first-ever board Chair. Board says operations, customer commitments and roadmap continue without interruption. Q3 results still Tue Nov 17. (Nvidia) - Backdrop: Huang admitted an affair Sunday; NYT reported Wednesday a second relationship with a direct report, which Nvidia has not confirmed. Stock -11.9% premarket. Bernstein cut its target to $200 from $400. Baird downgraded to Neutral Wednesday. (CNBC, NYT, Motley Fool) NEOCLOUDS & FINANCING - Nebius Q3 revenue $981M vs $907.5M expected. 2026 revenue now at the low end of guidance as some third-party capacity slips to 1H27; contracts still in place. Capex raised to ~$27B from $20-25B; 2027 capex $40-45B, 75-85% covered by customer prepayments and asset-backed financing. 2027 revenue $12-13B, pre-tax breakeven by end-2027. Stock -16% premarket after +15.4% Wednesday. (Nebius, Reuters) SUPPLY CHAIN - Foxconn Q3 net profit NT$77.5B, +34%, a record, vs NT$69.6B expected. Sees "high double-digit" AI rack shipment growth in 2027 and cloud capex rising again. Chairman: chips, memory and key parts are tight and demand should still exceed supply next year. (Reuters, Focus Taiwan) - Memory makers have verbally told distributors of new enterprise DRAM and SSD price hikes, Chinese media report. No formal notices yet; consumer memory weaker. (TrendForce, Lanjing News) PUSHBACK - SpaceX plans a $24B gas-fired power plant and "super-compute facility" on 444 acres outside Brownsville that Starbase annexed after Brownsville de-annexed it, sidestepping Brownsville's new moratorium. Tax-break hearing in December. (Texas Tribune) MARKETS - Wednesday: Nasdaq +1.60%, S&P +1.31%. CoreWeave +24.7%, Nebius +15.4%, Micron +11.9%, Sandisk +13.7%, AMD +7.3%, Nvidia +2.9%. (Reuters, Motley Fool) - KOSPI -0.61% to 5,342.73; SK hynix -1.8%, Samsung +0.97%, Naver -6.4%. Taiex -2.63% to 43,091.87, TSMC -2.30%, ASE -5%. Nikkei -0.71%, Ibiden -8.3%, Advantest -4.6%. (Yonhap, Focus Taiwan, Investing) - Premarket: Nasdaq 100 futures -1.2%. CoreWeave ~-10%, Intel, Marvell and Micron -2.7% to -3.5%, IREN and Applied Digital ~-5%. AMD +1.6%, Broadcom +1.1%. Fed hike fully priced. (Reuters) WEEK AHEAD - PPI Fri, Nvidia earnings Nov 17, Anthropic pricing Nov 18 / trading Nov 19, ING BWIC Nov 19, Cochise Dec 9. What it all means: The single most important person in AI hardware just left, and the market has five days until an earnings call run by a CFO-turned-interim CEO. Demand doesn't look like the problem: Foxconn says supply is still short into 2027 and memory makers are reportedly pushing prices again. The problem is who sets direction at Nvidia and what the board probe finds. Nebius is the other tell: more capex, revenue pushed out, leaning on prepayments. Early tape has AMD and Broadcom green while Nvidia gets marked for leadership risk. I wouldn't call the AI trade broken on one premarket. $NVDA $NBIS $CRWV $AMD $AVGO $TSM $SKHY $SSNLF $MU Follow @SingularityRes for the full data center roundup every morning.

Bro, if you can get your co-founders kicked out of the AI company you found, chinese open-source can kill your margin & existence, getting Jensen removed is critical to your survival!!

$tmdx at these prices!

Explaining over thanksgiving dinner, why our portfolio is deep red because of Jensen would be interesting conversation!

What did citrini see To sell AI before Jensen’s resignation

Never imagined in my wildest dream.

Turns out morale is unchanged within Nvidia $nvda

Atleast Jensen wouldnt have to take leave for GTA 6

Jensen Huang's son Jensen Huang's daughter

BREAKING: Jensen Huang has commented on Linkedin about today's news..

Your portfolio is in their hands. Pray for everyone.

Youtube thumbnail in a few days..

The real distracted boyfriend meme..

Can Anthropic $ANT IPO in such a market when Jensen Huang is forced to resign ?

Could Kimberly Powell, the romantically linked to Jensen Huang, be the colleague who reacted with a 🎉 emoji Jensen’s infidelity email ??