Pathfindere

Jensen Huang quitting without another job lined up shows that the forces opposing him are extremely powerful and believe he is not irreplaceable to the company.
I probably won’t buy NVIDIA again, much less hold it long term. NVIDIA will become an increasingly mediocre company.

Jensen Huang is more than just the founder and CEO of NVIDIA; he is the guide leading humanity’s evolution from a carbon-based civilization to a silicon-based one.
In terms of contributions to the evolution of human civilization and productivity, Musk is orders of magnitude behind. At least in this era, there is virtually no one who can match him.
The campaign against Jensen Huang is not ordinary business competition or political persecution; it is a struggle for leadership and control over the development of civilization.

These past few days, I’ve seen a lot of people, especially Chinese Americans, saying: Whether Jensen Huang cheated or got pecked by a swallow, that’s his business. What does it have to do with me?
Yes, whether he cheated or got pecked by a swallow, it has nothing to do with you. But how could the way the U.S. government and the public respond to this, and the process and outcome, have absolutely nothing to do with you or no impact on you?
If you tuck your head under your wing, will you stay dry when it rains?

BTC traders, if BTC slides back toward 60k, what are you planning to do?

The Claude ban issue has also been a hot topic over the past couple of days, but it’s been overshadowed by news related to Nvidia.
I won’t discuss anything else, just a few things I’ve heard about:
1. Domestic large models are basically all doing distillation, at enormous expense;
2. Early on, many Chinese users used U.S. shell companies to obtain credit, then resold it without paying;
3. Paying with stolen credit cards...

When prices rise, everything is bullish; when they fall, everything is bearish.
Are Lao Huang and Huang Le only getting together now?
Are Lao Huang and Kim only getting together now?
Was their relationship only just discovered?

Lao Huang is now caught in a US-China pincer, with both sides hoping to see him fall.

If Huang gets ousted, NVIDIA will probably take another hit, right?
It hit a low of 155 after hours today, right at the level I mentioned yesterday.

A friend asked me this morning whether Nvidia is worth buying yet?
I said, “Don’t buy just yet. Let’s keep watching...”
The most expensive “number two” in history?

MicroStrategy has indeed been confirmed as being removed from the MSCI index. When it rains, it pours.

Whenever I catch up on sleep, something big happens—why did Nvidia drop so much?

Is Huang Le a spy, or has a business affair been politicized and blown out of proportion by the U.S.?
Here is a take from Google Gemini, for reference:
In the current political climate, the three words “NVIDIA” are themselves the biggest political issue. Many tech and geopolitical analysts share the view that the reason this controversy quickly escalated from a “business ethics issue” into a “national security crisis” is that it has been strongly driven and blown out of proportion for political reasons:
1. Why call this an “exaggerated” attack by the establishment?
Making use of the situation

Be a bit more aggressive; I’ll short Q for a while.

The flu virus is brutal. My kid was perfectly fine the day before yesterday. Yesterday morning, they woke up saying they felt unwell, and school called in the middle of the day asking me to pick them up early. By afternoon, they had a high fever of around 39°C, their little face was bright red, they were exhausted, and they wouldn’t eat.
Before bed, their fever was still around 39°C. Starting at 8:30 p.m., I checked their temperature and blood oxygen every two hours. Their temperature stayed around 38.5°C, and their blood oxygen never dropped below 95.
At 3:30 a.m., they came to my bed and sai

Ant quietly kicked things off by floating the idea, and oversubscription news has been coming out frequently over the past two days, also driving the stock market higher. Makes sense—the ANT IPO is an important political task, so how could the market mood be bad?
SPX faces resistance at 7662 above. NDQ has already cleared the 28,078–28,276 gap zone; the next gap zone is at 28,830–29,257.
This time around, I only picked up Intel at 54 and plan to sell at 80–85. I still hold my previous view: this downturn is just a drill.