Jensen Huang has really stepped down. What’s next for NVIDIA?

On November 12, NVIDIA officially announced that Jensen Huang had resigned as president, CEO, and board director, with CFO Colette Kress serving as interim CEO. The stock plunged more than 14% at one point intraday, before closing down about 4.3%. Panic selling and dip-buying were both intense that day.

I think the market will now need to reassess how much of NVIDIA’s valuation in the past came from its chips, software ecosystem, and customer demand, and how much came from trust in Jensen Huang himself.

A sudden change in managem

#微软终止甲骨文算力租赁并退出3个项目
MICROSOFT REASSESSING AI COMPUTING RENTALS: WHAT DOES IT MEAN FOR ORACLE, COREWEAVE, NVIDIA AND THE AI BOOM?

Microsoft's reported decision to wind down a specific Oracle AI-computing rental arrangement and decline an option to expand its Texas capacity agreement with Nscale has triggered debate about AI infrastructure economics. The key point is that Microsoft is not abandoning AI. It is becoming more selective about which GPUs it rents, where capacity is built, how quickly projects are delivered and whether each dollar invested produces measurable returns.

Reuters repor

#BTCDown4% — Bitcoin Slips Below $70K as Liquidations Accelerate*

Bitcoin broke below *$70,000* today, extending its pullback to a 3-month low.

*Live Snapshot (Nov 13):*
- Price: *∼$69,200 - $69,500*, down *-4% to -5% (24h)* — from $71,100 to $68,250 in the chart
- Low of day: *$67,628 - $69,000* (lowest since Aug 19)
- Market cap: ∼$1.38T - $1.40T
- Volume: $42B+, +12% vs average — risk-off flows

*Why the sell-off?*
1. *Concentrated liquidations:* Over *$1.3B - $1.5B* in bullish crypto bets liquidated in 24h, with BTC accounting for $677M
2. *ETF outflows:* U.S. spot Bitcoin ETFs saw 6 str

Nvidia’s CEO being forced out within a week would be explosive at any tech giant. The founder is out, the board is replaced overnight, and the market hasn’t even had time to react. Big Tech earnings season colliding with a management shake-up—who would still dare trust guidance for the next few quarters? Maybe I’m wrong and I’ll be proven wrong.

Spread between @AAIISentiment bulls and bears declined 6.3ppts (week ended 11/11) to -20.6%, moving further into negative territory and well below its historical average of 6.5%

Orders called out during the livestream, written during the afternoon livestream

$ONE That -13.56% bearish candle wiped out all my unrealized gains from last week. My stop-loss order triggered at 0.00152, just two ticks above the low of 0.0015—it’s not true that I felt nothing.
Let’s review this trade. I bought around 0.0017. At the time, BTC was repeatedly testing the top of its trading range, and I figured a small-cap token would have more room to move. $ONE had been consolidating on the daily chart for several days without breaking down, so I entered with a 30% position. Then expectations for Fed rate cuts faded, and BTC pulled back instead of breaking out. $ONE immed

lmfao
"dev has a good following, one of the top holders of $PRIORS, tek is good. COMFY"
and then full clips sells 1 min later.
please keep your solana type behavior to solana

We're finally starting to see some serious $BTC liquidations come in. Open interest remains really high though.
When are these shorts going to cover... Can they even cover without getting burnt? 🤔

19 charts
A look back at Bitcoin's 19 years, from the publication of its white paper in 2008
through 2026

$GOOGL Part of the long position was closed again near the highs. With overall exposure very heavy, any way to reduce positions and control risk is the right move.#美国10月PPI即将出炉 #作手分析 $QQQ

PPI

The only data point in nearly 2 months that could be considered a slight positive

All came in below expectations

The current situation is: those who originally held $NVDIA want to switch to buying AMD, while investors who originally held $AMD instead want to buy some Nvidia; sure enough, what you can’t have is always on your mind

The U.S. October PPI is out, offering the market a little sweetener.

* PPI rose 0.3% month over month, below the expected 0.4%.
* PPI rose 6.5% year over year, below the expected 6.6%.
* Core PPI rose 0.3% month over month, in line with expectations.

A short-term positive, but nowhere near time to pop champagne.

The clear cooling month over month shows inflationary pressures have eased somewhat.

But the annual rate rose from 6.3% to 6.5%, showing that the inflation tiger is still wide awake.

For #BTC , this is a chance to catch its breath, not the starting gun for a bull market revival.

World now counts 40M users and nearly 20M Orb-verified humans — the network keeps growing while $WLD keeps bleeding. When adoption and price disagree this hard, something has to give. What breaks first: price snaps up, or growth stalls?

🚨 XRP IS GETTING CLOSER TO INSTITUTIONAL LENDING!
BANKS COULD SOON BORROW, LEND AND GENERATE YIELD ON DIGITAL ASSETS THROUGH XRPL.

Staying at the same Regent Grand Hotel as Stephen Chow tonight, 15u

Open drive retest first, if it reclaims probably squeezes higher and gives a weekend relief otherwise choppy as fuck