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Follow Yoda for Tesla, SpaceX and TSMC updates. Not financial advice. FREE preview of Brick by Brick and Chip by Chip books here: https://xitter.twitterapi.xyz/t.co/lgFg0Lbmsf

Joined August 2021
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$TSLA will split in 2026.
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Jensen: "And just as I can be fired, the next CEO has to be hired. And I like it that way." - From @emilychangtv's interview with Jensen.
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Grab a Robotaxi –– 24/7.
Robotaxi now runs 24/7 Every city we're available in
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Nvidia is an issue of AI leadership and therefore national interest.
I believe Jensen Huang is invaluable to the advancement of AI. His contributions to the industry are indisputable. Recent allegations concerning Jensen’s personal relationships with individuals connected to Nvidia, along with questions surrounding potential conflicts of interest and national security, raise serious concerns. These matters deserve thorough and independent investigation, with accountability based on established facts. But there is a larger question. Removing Jensen from Nvidia could significantly slow America’s progress in AI. His vision, leadership, and relationships across the semiconductor supply chain have helped align technology roadmaps, capital investment, and infrastructure development at an unprecedented scale. Without that leadership, the risk is fragmentation—of strategy, supply chains, partnerships, and investment. At this scale, Nvidia’s leadership is no longer just a corporate governance matter. It is arguably a matter of national interest. When the stakes are this high, should the decision to remove Jensen rest solely with Nvidia’s board, or should shareholders have a direct vote on the company’s future leadership?
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I believe Jensen Huang is invaluable to the advancement of AI. His contributions to the industry are indisputable. Recent allegations concerning Jensen’s personal relationships with individuals connected to Nvidia, along with questions surrounding potential conflicts of interest and national security, raise serious concerns. These matters deserve thorough and independent investigation, with accountability based on established facts. But there is a larger question. Removing Jensen from Nvidia could significantly slow America’s progress in AI. His vision, leadership, and relationships across the semiconductor supply chain have helped align technology roadmaps, capital investment, and infrastructure development at an unprecedented scale. Without that leadership, the risk is fragmentation—of strategy, supply chains, partnerships, and investment. At this scale, Nvidia’s leadership is no longer just a corporate governance matter. It is arguably a matter of national interest. When the stakes are this high, should the decision to remove Jensen rest solely with Nvidia’s board, or should shareholders have a direct vote on the company’s future leadership?
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Too soon...
Jensen: “Do you want the Wifi password?” Elon: “I’m good. I own the sat network.”
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I said what I said.
No way Nvidia dismisses Jensen. But if they do, he’s welcome to come run Terafab.
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Intel’s board salivating.
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Elon: it would be an honor to work with Jensen.
Replying to @zerohedge
That would be an honor
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Elon: How much is 9% of Nvidia?
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You can have SI back. I miss AI.
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And/or have a shareholder vote after the investigation is complete. Difficult to argue this is in the best interest of shareholders with the stock down 8% after hours on the WSJ report about the board preparing to oust him.
A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.
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I tried to diversify from Tesla.
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They say everyone is replaceable. I’m not sure that applies to Jensen’s case. I hope the Nvidia board holds a shareholder vote instead of making a decision.
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Tesla added one more Model Y to its Texas DMV automated-vehicle fleet today. Registered fleet: 1,303, with 573 Cybercabs and 730 Model Ys.
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No you didn't.
Join for $4 CAD/Month for 1 Year.

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Sorry I'm rugged so someone restart a space!
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What was Elon's first move in buying Twitter?
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The proof is in the memes.
Chinese AI labs lack access to the latest Nvidia GPUs at the scale needed to build massive compute clusters and train the most advanced frontier models. Comparing AI-generated video memes from Asia and the US, I’d estimate US frontier models are 12 months, or 2 model generations, ahead.
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