Zayita retweeted
NVDA has to weigh not only the risk of losing Jensen but also the prospect of competing with him.
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Stacy saying the thing most don’t want to: plenty more Nvidia scandals to follow
“We’ve had enough.”
Nvidia gets its second downgrade of the day, this time from Bernstein, as the crisis surrounding CEO Jensen Huang deepens.
Analyst Stacy Rasgon (@Srasgon / @BernsteinRasgon) warns the full extent of the scandal may not yet be known, slashing his price target in half from $400 to $200.
Shares were down 8% after hours.
Zayita retweeted
Georgian UFC Fighter Levan Chokheli speaks on Merab getting jumped by Usman Nurmagomedov & his crew.
"It is such a shame that I wasn't there, all those cowards who insulted the spirit of Georgia will get a response from me, sooner or later"
Zayita retweeted
Una duda, ¿quién es la persona que va a editar los videos de @JordiWild ? @NunezFeijoo
Hagan un research antes de caer...
Zayita retweeted
Wild rumor coming out of China this morning on DeepSeek V5:
DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model.
And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming.
If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.
Zayita retweeted
There’s so much effort being made to frame this as a single bad actor versus a calculated and well documented smuggling operation where the general counsel of NVIDIA intimidated government officials
Hedge fund investor @DanielTNiles on the impact of Nvidia CEO Jensen Huang's second reported affair: "This is a clearing event."
cnbc.com/video/2026/11/11/te…
Zayita retweeted
BREAKING: Democrat Scott Colom defeats Republican incumbent Sen. Cindy Hyde-Smith in Mississippi, flipping a Senate seat in a state President Trump won by 20 points in 2024.
Colom wins by fewer than 5,000 votes, adding another Democratic victory to the 2026 midterm results.
He becomes the first Democrat elected to the U.S. Senate from Mississippi since 1982.
Zayita retweeted
đź”´ JAPANESE PPI MOM ACTUAL 0.7% (FORECAST 0.3%, PREVIOUS -0.3%) $MACRO
Zayita retweeted
đź”´ JAPANESE PPI YOY ACTUAL 7.1% (FORECAST 6.5%, PREVIOUS 6.8%) $MACRO
Zayita retweeted
Explains the selloff in $SMCI and $DELL
Thousands of fully racked $NVDA servers in China for sale. White House was coordinating with tech companies behind the scenes to allow sales to China.
Democrat control and White House involvement exposed by NYT closed the Biden diversion rules that were allowing dumping of equipment into China to support “scarcity”
Wouldn’t be surprised to see $MU and $SKHY get obliterated. Seems to be no $AMD demand in China, so wouldn’t lump them in immediately.
$NVDA is the only disclosed certainty.
Server retailers list $SMCI $DELL and Lenovo servers for sale, so very likely they were involved.
$NVDA CEO hire will be internal. Too much fraud leaking out that will require extensive and long term damage control for outside to come in and manage.
White House secretly lifted Biden diversion controls in May 2025 to allow Jensen unrestricted access of importing Nvidia chips into China via intermediary.
White House learned of affair and MegaSpeed connection in September 2025 and helped him cover it up while secretly still allowing unrestricted sales in China until May 2026.
Trump had a change of heart and told Lutnick to close it (coincidentally when Democrats looked like they’d win midterms) and continued to hide Jensen affair. Lutnick never closed the loophole until the NYT leaked the White House was secretly allowing it and Jensen was having affair.
The books were probably cooked with massive imports of chips into China via intermediary.
Zayita retweeted
Goldman JUST Warned the Banks Are WEEKS Away from RUNNING OUT OF CASH
Goldman Sachs just issued a massive warning: commercial banks are dangerously close to running out of cash reserves. At the exact same time, the Fed is threatening more rate hikes while quietly restarting Treasury bill purchases to keep the plumbing from freezing up. Between drained liquidity, a stalling money market buyer base, and an explosive $800B AI circular debt bubble, the financial system is walking a razor-thin tightrope.
Full 17 Minute Video: youtu.be/16kgt5Z74AE
Zayita retweeted
If only Republican Senators would come in and demand immediate moratorium on data centers to set up for bailouts after Trump / Lutnick assisted fraud with $NVDA and major investment and equity firms. Oh wait. Senator Hawley just called for the moratorium đź‘€
$NVDA CEO hire will be internal. Too much fraud leaking out that will require extensive and long term damage control for outside to come in and manage.
White House secretly lifted Biden diversion controls in May 2025 to allow Jensen unrestricted access of importing Nvidia chips into China via intermediary.
White House learned of affair and MegaSpeed connection in September 2025 and helped him cover it up while secretly still allowing unrestricted sales in China until May 2026.
Trump had a change of heart and told Lutnick to close it (coincidentally when Democrats looked like they’d win midterms) and continued to hide Jensen affair. Lutnick never closed the loophole until the NYT leaked the White House was secretly allowing it and Jensen was having affair.
The books were probably cooked with massive imports of chips into China via intermediary.
Zayita retweeted
@vox_es ha cancelado la entrevista tras la visita ayer del equipo de campaña de Sánchez a @JordiWild. Estuvieron preparando la entrevista a Abascal de forma conjunta durante horas.
Chivatazo de encerrona subvencionada.
Esa es la realidad que Jordi no ha querido contar.
Zayita retweeted
$NVDA
The stock price is breaking down. Besides the Jensen well timed revelations the overwhelming reason is the second derivative of capex spending is slowing down due to credit markets questioning the ultimate ROI.
Neocloud bond spreads are blowing out and hyperscalers are reassessing their current capex pace.
Add in the China scandal and Nvidia has a revenue problem. Estimates are too high.
Zayita retweeted
Who bets we'll get soon report about shady accounting practices in Nvidia and probably way more?
FinX knew about China since 2024 and knew about Enron's accounting tricks also since 2024, so ... let's wait.
If Nvidia’s Jensen is out as is being reported let’s war game the daisy chain effects.
He has been the architect of much of the circular financing to pump up demand for chips.
There were likely grey (I’m being generous) accounting practices.
Growth Fundamentals are clearly slowing.
Those in the C-Suite have a strong incentive to come clean and kitchen sink everything and reset expectations while blaming Jensen.
This is going to get interesting fast.
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NEW: In further embarrassing AI executive news this evening, OpenAI's national security officials were tricked into thinking they were speaking to the Ukrainian Intelligence service. It was actually a Russian prank duo, and they uploaded the call online. theintercept.com/2026/11/11/…
