Andrew Sapiro

True focus lies somewhere between rage and serenity.

[Andrew Sapiro @ASAP17]

"Genius. It's a word. What does it really mean? If I win I'm a genius. If I don't, I'm not." -Bobby Fischer

[HUNTSMAN 🇺🇲 @maphumanintent]

He wouldn't be fired over an affair itself.

If the hammer drops, he'd be fired for completely shredding any credibility Nvidia may have had as a good faith actor under U.S. national security laws, and/or potential violations of corporate policy or fiduciary obligations.

Bigger picture, he has managed to make mortal enemies of China hawks on one side of the aisle and AI hawks on the other.

The board is in an extremely awkward and difficult position—given the tone and tenor of the public debate around this issue in recent days and the impending changeover in control of Congress, there is no good path forward that will satisfy all stakeholders and mitigate all risk.

Furthermore, the tail risk with a situation like this is nearly unquantifiable today, as no one seems to know when (or if) more shoes are yet to drop, how the U.S.G. will respond, or what hidden risks may arise further into the future once the current avalanche settles in the valley.

But one thing is for sure—y'all need to get out of your feels on this and go touch grass.

[Andrew Sapiro @ASAP17]

@jmcmcgee If you are caught having an affair as a public head of a company while on the clock, yeah most people are going to lose their jobs. Obviously it's miles worse in this particular situation.

[Andrew Sapiro @ASAP17]

What we're learning tonight on social media is how many (mostly) men are cool with a man lying & cheating as long as he makes them money. No moral compass anymore, it's pathetic. It's not even Jensen's "private life," this is explicitly linked to his role as Nvidia CEO. $nvda

[Craig Caplan @CraigCaplan]

MS GOP Sen. Cindy Hyde-Smith announced today:"I will not return the blue slip on the nomination of Scott Colom to serve as a U.S. District Court judge for the Northern District of MS." Colom was 1st nominated to a lifetime appt. as a federal judge by President Biden in Nov. 2022.

[Andrew Sapiro @ASAP17]

The excuses for Jensen are absolutely sickening & just shows how low the bar is for what's acceptable for a CEO to do. Maybe he shouldn't have been a lying scumbag while being the face of the most valuable company in the world? $nvda

[Dillon Valdez @Dillon_Valdez]

This is clearly a coordinated effort from someone to topple Jensen Huang

Things don’t post on the economist & Wall Street Journal at the same time unless the powers that be want something to happen

[Andrew Sapiro @ASAP17]

Nvidia $nvda hit a 52w low in the extended hours, levels not seen since last week of June last year. What's even more remarkable is indices continue to snooze this off, the money is just rotating into other Ai plays (& other stocks that have nothing to do with it). $spy $qqq $smh

[Jared Shult @jared_shult]

You had all 3 branches of government and didn’t do shit to help people

[Andrew Sapiro @ASAP17]

Anyone else surprised the collapse of diamond prices hasn't gotten more pull in the media? Lab grown changed the game, it's a great example of how technological advances can rapidly deflate prices.

[Barchart @Barchart]

Diamonds have plunged to their lowest prices this century after crashing 70% from their 2011 all-time high 🚨 🚨

[Andrew Sapiro @ASAP17]

This is absolutely wild to me & yes traditionally outgoing members of Congress SOMETIMES miss votes in between when they leave office but you can't miss opportunities like this. Horrendous Democratic leadership.

[David Shuster @DavidShuster]

Sure, house Dems will have 259 seats in January instead of current 213. And Hegseth impeachment can be reintroduced. But Hakeem having 11 Dem absences today on Hegseth (thus losing vote) reveals a Hakeem leadership problem. Embarrassing.

[Andrew Sapiro @ASAP17]

This is starting to get the feels of a cover up both from within Nvidia & the Trump Administration, someone(s) is telling a big lie. Jensen image is absolutely shattered this week why you shouldn't go run in & buy $nvda.

[Maggie Haberman @maggieNYT]

NEW: Trump was told aboard AF1 en route to China but before he picked up Jensen Huang about the US intelligence about the Nvidia chief and a woman assessed to be a Chinese spy @jonathanvswan @julianbarnes @AnaSwanson me https://t.co/IrHYNTRhZS

[Andrew Sapiro @ASAP17]

Greatest punt of all time? Unbelievable.

[Ari Meirov @MySportsUpdate]

You are about to witness an 86-yard punt.

[Jessy Han @hjessy_]

Here’s Gina Hinojosa manifesting her election as governor in her high school yearbook

(via kitannarae on TikTok)

[Paul Blest @pblest]

You either die a hero or live long enough to see yourself become Jeb Bush

[Andrew Sapiro @ASAP17]

This is absolute insanity, Stephen Miller is literally one of the worst human beings on planet earth. Trump is set on destroying his presidency & taking down as much of America as he can on the way out.

[Kaitlan Collins @kaitlancollins]

Trump announces Stephen Miller will become his new chief of staff.

[Andrew Sapiro @ASAP17]

@Biohazard3737 Reviews are excellent, OOT is the best game of all time arguably (one that was a memorable part of my own childhood). Why not?

[Andrew Sapiro @ASAP17]

We obviously know ai trades have been rolling over for a few months but a Dem sweep was becoming consensus with betting markets. Something happened at the open today, I was very surprised by how fast the bottom fell out given yesterday's session/ premarket was sanguine. $spy $qqq

[Andrew Sapiro @ASAP17]

No one I've talked to expected the intensity of the move today. Wtf happened yesterday? That's what I want to know, yeah there's a bunch of earnings movers but it's obviously a delayed reaction to midterms. Grateful for a little vol just was confused. $spy $qqq

[Andrew Sapiro @ASAP17]

Yeah the biggest beneficiary of circular financing in the market is a "no brainer." Nvidia may end up being that way but the risks are obvious. One of the most crowded longs in history already. $nvda $smh

[Sago Labs @SagoLabsVC]

$NVDA at $183

Biggest no-brainer buy of the decade, or am I too stupid to see the risk?

[Andrew Sapiro @ASAP17]

The amount of accounts I've seen try to pump semis specifically memory stocks on the basis of "forward p/e" is stunning. Total lack of understanding on history/ cyclicality. You don't buy these when they a "super cheap," in fact it's usually a sign the cycle is ending. $smh $dram

[Trade Whisperer @TradexWhisperer]

What the actual f***

Forward P/E:
$SNDK 2.86x
$SKHY 3.19x
$MU 3.20x

[Andrew Sapiro @ASAP17]

All Haley Stevens had to do was say "I fucked up" but in this "apology" is her essentially doubling down. I've never seen someone so desperate to destroy her career not just in politics but likely everywhere. It's honestly unprecedented.

[Haley Stevens @HaleyforMI]

https://t.co/VDJMvdGxz9