An internal post urging the board to consider employee sentiment about Nvidia’s former CEO has drawn more than 1,600 comments, the majority in full support of reinstalling him. https://t.co/OGq7lh3BLp
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing.
https://t.co/SB9WF81j9n
看到關於黃仁勳的報導 我很震驚 也很難過。
$NVDA 是我累積財富的重要一筆投資, 手上還持有的AI相關部位至今仍有好幾倍的報酬; 對於 Jensen 一手建立的 NVIDIA,以及它為我帶來的機會,我始終心懷感謝。
但這次的感受,比股價漲跌更難消化。我敬佩他很多年,也從他身上學到很多。看到一個自己長期敬佩的人走到這一步,真的不好受。
感謝他過去的成就,和認真看待這些指控,並不矛盾。在事實更清楚之前,我不急著替他辯護,也不急著下結論。
“Run. Don’t walk.”
“Confronting our mistake and, with humility, asking for help saved NVIDIA.”
“No task is beneath me.”
“Greatness comes from character.”
“I wish upon you ample doses of pain and suffering.”
💵 $TSM BOARD APPROVES UP TO $1B IN AI INVESTMENTS
• Anthropic: Up to $500M in common shares at its IPO price
• OpenAI: Up to $500M in preferred shares
• $40.93B in capital appropriations for capacity expansion, fab construction and R&D
• NT$9/share Q3 dividend
$ANT $NVDA
🚨 TSMC $TSM POSTS RECORD OCTOBER REVENUE
October 2026 revenue hit NT$586.89B, up 14.7% MoM and 59.7% YoY.
That’s 14% above the previous monthly record set in August.
Jan–Oct revenue reached NT$4.49T, up 43.3% YoY.