Capo dei capi 🇵🇸

[Kalshi @Kalshi]

BREAKING: Nearly 90% of Nvidia employees surveyed want Jensen Huang to stay as CEO

[Gavin Baker @GavinSBaker]

I believe shareholders should be able to vote on Jensen *if* anything is going to happen before the investigation is finished.

[The Kobeissi Letter @KobeissiLetter]

Our message to Nvidia's board:

Do not fire Jensen Huang.

There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.

First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.

A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.

Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.

The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.

Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.

In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.

We believe Jensen Huang's potential removal as CEO is now ~80% priced in.

Why take an action with massive downside potential when the market has already priced in much of that risk?

The downside of retaining Huang may be limited, while the potential upside is tremendous.

Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.

Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.

We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.

Once the dust settles, firing Jensen Huang would prove to be a costly mistake.

It is time to pause and consult your shareholders.

[Flasheur ⚡️ @FlasheurInvest]

J’ai l’impression d’assister au plus gros prank de l’histoire de Wall Street

[l’patriote marocain⭐️⭐️🇲🇦 @212youb]

El hamdoulilah il connaît pas les horaires de prière sa aurait était un très très grands drame mondiale

[THISMA @thismacapital]

Des années de trading m'ont appris qu'il faut max long cette news, pour le beau jeu

JENSEN

[ORIENT XXI @OrientXXI]

De la classification au déni, en passant par la déshumanisation, la persécution et l'extermination, un rapport de l'ONG @genocide_watch conclut qu'#Israël a franchi à #Gaza toutes les phases du processus génocidaire qui se poursuit désormais à bas bruit.👇
https://t.co/jwatWU9CyH

[Honza Thorovský @honza_thorovsky]

@hamids Look at Elon, he has multiple relationships with multiple women with whom he has multiple children and NOBODY cares 😂

[Capo dei capi 🇵🇸 @13Pronos]

@HellCrypto69 Comme si la plupart des autres grands PDG n’étaient pas pareil …

[Htrading69 👊🫵🇩🇿 @HellCrypto69]

Mais zebi en quoi un mec qui a la dalle ça impacte la plus grande entreprise du monde a ce point sérieux ça a aucun putin de sens

[Capo dei capi 🇵🇸 @13Pronos]

WTFFFF

[Solid Intel 📡 @solidintel_x]

INTEL: Nvidia $NVDA prepares to replace CEO Jensen Huang | Per WSJ

[Tevis @FunOfInvesting]

I never trust analysts who cut their price target by over 50% overnight.

If you go from $500 $NVDA PT to $200, you never really believed in the $500 in the first place.

[Gérard Araud @GerardAraud]

Ce n’est pas trop tôt.

[Capo dei capi 🇵🇸 @13Pronos]

Rdv dans 1 an😎

[Cole Grinde @GrindeOptions]

Whoever bought $NVDA at $166 today is a freaking legend.

[Puka Povic (master poulet aura) @PukaPovic]

LinkedIn ou Interpol

[LaFossette @vinzytupenaves]

le foot c’est comme le rap: il peut se passer un nombre fou de choses en 3 ans

[shirish @shiri_shh]

Anthropic employees after IPO

[Raphael Grably @GrablyR]

Et pourtant, @MaximeSwitek a parfaitement raison.

Selon l'Insee, il n'y a pas 5 millions d'étrangers en plus depuis dix ans, mais 1,6 million.

[AlertesInfos @AlertesInfos]

🇫🇷 ALERTE - "Vas-y, prie, ma belle", a lancé le terroriste raciste Kevin Tessier à la fillette de 12 ans sur laquelle il a ensuite tiré à 8 reprises lors de l’attentat raciste de Trappes et La Verrière. L’homme de 39 ans reconnaît avoir délibérément choisi ses victimes en fonction de leur origine ethnique ou de leur religion, visant notamment les personnes qu’il considérait comme musulmanes ou africaines. Il affirme avoir d’abord voulu attaquer la mosquée de Trappes, mais n’y avoir trouvé personne. Convaincu que "la France est colonisée par les islamistes et Africains", il explique avoir voulu "libérer" son "pays" et refuse de considérer son acte comme terroriste. Après son arrestation, il déclare : "J’espère que je deviendrai un exemple pour les Français, qu’ils se battront". (BFMTV/RMC)