@ericjackson True good news was built in and not bad news.
Jensen personally was hitting a wall with his wealth and talent. I believe he wanted out and will start a new company.
@EdgeCGroup why was he so careless? People with a plan don’t care.
I think $NVDA's biggest competition is Jensen.
Think about it. He spent 33 years of his life building this company, and he only owns 3.5% of it. Being worth $150B+ now, makes things easier for him after he made everyone around him rich:
employees, early investors, Wall Street, all of us holding the stock.
Now picture being the guy who built the most important company in AI and owning such a small slice of it. With all his connections, the engineers who'd follow him anywhere, the customers who trust him and the money that would line up behind him, I wouldn't be shocked if he walks and starts something new where he owns a much bigger piece of the pie.
A new company built his way, on his terms, where he gets to live his life.
I believe he'll be around with a new company fairly soon. Life throws curveballs.
#Nvidia #AI #Stocks #Jensen
$NVDA flow. $78M $50M Bullish to earnings.
Largest bets attached. I stick to my guns that they are holding $160.
They will sell the bounce after earnings and exit the position.
Please no need to buy. #NVDA