H

[H @HaydnBCole]

$AAOI. Its all about the 800gig products.

[Pierre Ferragu @p_ferragu]

NVIDIA STILL DESERVES HIM AS A CEO - RETWEET, CREATE THE COUNTER-MOB.

[Brett Winton @wintonARK]

if the board does oust jensen prior to conducting a thorough investigation and against the obvious immediate interest of shareholders, they are taking on huge liability.

provide shareholders with the underlying information and let the shareholders decide

[Elon Musk @elonmusk]

@zerohedge That would be an honor

[H @HaydnBCole]

@Joseph_Invests and I really mean it that I'm not trying to be rude, btw,Im enjoying this discussion.

[H @HaydnBCole]

@Joseph_Invests Not to be rude, but I get the feeling you're not a credit analyst.

The key is not the rate or capacity alone, but the covenants, collateral, seniority... all taken together.

You can't say debt is debt for these reasons, that kind of oversimplification is not actionable.

[H @HaydnBCole]

@Joseph_Invests not exactly.

If they raise a loan at 7-7.5% that is materially different that credit assumptions implied by 15+% YTMs on the unsecured debt.

[H @HaydnBCole]

$NVDA

One thing that is not on my timeline, but it needs to be said:

There is no succession plan. It is plausible abruptly ousting Jensen as CEO would irreparably impair the stock price and the $NVDA's financial position.

The board will consider this outcome untenable.

[H @HaydnBCole]

@epictrades1 really depends on the outcome of the investigation and the veracity of the 2nd affair claim tho.

It would be a huge mistake to oust him if he truly didn't know Alice was a spy and the 2nd affair proves to be hearsay.

Are you certain thats not possible?

[Ron Conway @RonConway]

As the swirl continues (which I believe should be taken seriously), let’s pause for a moment and remember what Jensen has contributed to our industry with his determination and vision, which laid the foundation that we all work off of today.
Jensen’s statements have shown grace and dignity to his family and the industry. He surely understands the impact.
Now we should be patient and wait for investigations by the board of directors and any government authorities to conclude.

[H @HaydnBCole]

@SonofCornPop @DanielTNiles https://t.co/3ycEfbCNQi

[Gavin Baker @GavinSBaker]

And/or have a shareholder vote after the investigation is complete.

Difficult to argue this is in the best interest of shareholders with the stock down 8% after hours on the WSJ report about the board preparing to oust him.

[H @HaydnBCole]

@SonofCornPop @DanielTNiles I will be surprised if the board acts as soon as tomorrow.

i don't doubt he could be ousted, but given my albeit limited board experience, I don't see how they worked through the investigation so fast, and then voted.

That timeline would be wildly compressed.

[H @HaydnBCole]

@Nascent_Market @SonofCornPop @DanielTNiles https://t.co/3ycEfbCNQi

[Gavin Baker @GavinSBaker]

And/or have a shareholder vote after the investigation is complete.

Difficult to argue this is in the best interest of shareholders with the stock down 8% after hours on the WSJ report about the board preparing to oust him.

[H @HaydnBCole]

@Nascent_Market @SonofCornPop @DanielTNiles their fiduciary responsibility to the company is more important than the short term volatility in the stock price.

[H @HaydnBCole]

@Scobleizer by eating pain.

[H @HaydnBCole]

@wallstengine has to be next week, they need proof to act.

[H @HaydnBCole]

@Banana3Stocks we'll see, the board has a ton of pressure on them, but they also need to act on facts, not rumors.

[H @HaydnBCole]

@SonofCornPop @DanielTNiles why because the price action after hours says otherwise?

we'll see what the board actually does, sell the rumor buy the news is not off the table yet.

[H @HaydnBCole]

@Joseph_Invests time will tell.