🔮 WHAT NEXT: Nvidia has no clear successor — and the clock is ticking. 👀 Jensen Huang built Nvidia from a graphics-chip maker into the centre of the AI world over 33 years. Now the board has to find someone who can fill that seat. No one with that track record is waiting in the wings. 🗓 What to watch:• Succession search: Nvidia has named no permanent successor. CFO Colette Kress is interim CEO, and Harvey C. Jones is the company's first-ever board chair. The market will grade every name that is linked to the job.• Earnings Tue Nov 17: Nvidia reports in just 5 days — the first numbers since Huang resigned. Growth, guidance and margins will be read as proof the AI story still holds without him.• House briefing Nov 18: the day after earnings, lawmakers are briefed — scrutiny of the affair and the China links is not going away.• The stock: down more than 10% today to ~$156.54, down roughly 27-40% from its Oct 6 record high above $243. Dan Ives says Nvidia is worth ~$300 a share with Huang and ~$225 without him — that gap is the leadership discount. 📊 Crypto is watching too: if the AI trade stabilises, risk appetite returns. Live on Gate spot: BTC ~$71,920 · ETH ~$2,016 · SOL ~$81.76 · XRP ~$1.03 — Bitcoin is holding above $71k for now. My view: buy-the-dip only makes sense if the next CEO keeps the AI roadmap and the earnings on Nov 17 back it up. Until then, this is a leadership discount, not a bargain.Watching: any successor name, and whether earnings beat expectations on Nov 17.Risk: a weak successor, weak earnings, or a new headline before Nov 18 could send Nvidia — and crypto with it — lower again. NFA, DYOR. Is this a buy-the-dip moment, or are you waiting for the leadership discount to get bigger first? 👇$BTC $ETH $SOL $XRP #AICommercializationEntersThePayoffPhase #USJoblessClaimsTonight #WCTCS9 #JensenHuangResigns

💰 THE MONEY: Nvidia has now lost $1.4 TRILLION — and no, that is not a typo. 👀 One resignation today wiped out more market value than most companies are ever worth. And the bill is still rising. 📉 The wipeout, in reported ranges:• Roughly $1.4 TRILLION of market value has been lost since the Oct 29 NYT report (per The Decoder / Android Headlines) — not $1.3 billion. It is trillions, not billions.• About $600B of that came in just the last 4 days.• About $750B since the controversy began, per BusinessToday.• The stock is down roughly 27-40% from its Oct 6 record high above $243, after crashing more than 10% today to ~$156.54. 📉 Wall Street is turning:• Dan Ives puts Nvidia at ~$300 a share with Huang, ~$225 without him — about 25% less without its founder.• Bernstein downgraded Nvidia to Market Perform and halved its price target to $200.• Baird cut its rating to Neutral.• The S&P 500 fell ~0.8% and the Nasdaq ~1.5% shortly after today's open. AI and neocloud names fell with it — CoreWeave was down 6% premarket. 📊 What it means for crypto: when the AI trade — the market's biggest growth story — loses its leader, risk appetite shrinks everywhere. Live on Gate spot: BTC ~$71,796 · ETH ~$2,014 · SOL ~$81.66 · XRP ~$1.03 — Bitcoin is already under pressure today. My view: the market is no longer pricing the scandal, it is pricing a leadership discount on the whole AI trade.Watching: Nvidia earnings Tue Nov 17 — the numbers will now be judged against a new, cheaper valuation.Risk: if earnings disappoint, the next leg down could hit AI stocks and crypto together. NFA, DYOR. Is the $1.4 trillion wipeout the market overreacting, or is Nvidia now fairly priced without Huang? 👇$BTC $ETH $SOL $XRP #USOctoberPPIComingSoon #AICommercializationEntersThePayoffPhase #WCTCS9 #JensenHuangResigns

#solanacompany第三季度营收340万美元 [Follow Laojiu, wealth is yours] Solana Company Q3 revenue reaches $3.4 million, staking business begins contributing revenue Solana ecosystem’s institutional development is shifting from token-holding investments toward infrastructure and staking services. On November 11, Nasdaq-listed Solana Company (HSDT) released its Q3 2026 financial results. As of September 30, the company’s quarterly revenue reached $3.36 million, or about $3.4 million, up approximately 382% year over year from just $697,000 in the same period last year. 📌 Three details in the financial report are worth noting: 1️⃣ Staking revenue becomes the core business Of the $3.36 million in Q3 revenue, about $3.337 million came from staking, while other revenue totaled just $23,000. The company earned approximately 30,800 SOL in staking rewards during the quarter and restaked the rewards to compound its holdings. 2️⃣ Institutional infrastructure begins generating revenue The company’s Pacific Backbone infrastructure is now operational. As of the end of September, total delegated staking stood at approximately 1.3 million SOL, of which about 1 million SOL came from third-party institutional clients. This means the company is not only earning staking returns on its own SOL, but has also begun providing validation and staking services to external clients. 3️⃣ Net income of $105 million does not mean the business earned that much from operations The company posted Q3 gross profit of approximately $2.74 million, with a gross margin of about 82%. Net income was approximately $105.2 million, of which around $102.7 million came from fair value gains on digital assets and related receivables. Staking revenue, operating costs, and sustained profitability remain the metrics that best reflect the performance of its day-to-day business. In addition, as of the end of September, the company held approximately 2.4 million SOL, with a fair value of about $288.2 million and an average net staking yield of approximately 5.9%, above the network’s average of around 4.9%. $SOL