Mason Speed

Former Wall Street equity analyst. Investor & entrepreneur. Stocks, technology & where the money is moving next.

[Mason Speed @MasonSpeed]

I don’t see this as cut and dry. Yes, OG founders like him are irreplaceable on some levels but people get older and the engineering horsepower naturally shifts to younger talent. It’s a loss on other levels for sure but I still think Jensen will be involved in some capacity, regardless of what they are saying now. Earnings should be secure for the next few years either way.

[Mason Speed @MasonSpeed]

Sound logic.

[Palmer Luckey @PalmerLuckey]

China wants Jensen out, so I want him in.

[Mason Speed @MasonSpeed]

@zerohedge That could change is a heartbeat.

[Mason Speed @MasonSpeed]

A lot of ink has been spilled on this Jensen Huang saga. It really is wild how fast things have unraveled.

Full disclosure: I own NVDA, have believed in the company for years and was completely blindsided by this. Before the news broke, the stock was already pulling back on broader ("AI trade" jitters) which just looked like another buying opportunity. Few outside the perma-bears thought we’d see the $140's again. Now, with rumors of a third affair (the second inside the company) circulating, you really have to wonder how this guy got any work done at all lol.

With so much to unpack, here are my immediate takeaways:

1. The Leadership Vacuum & Stock Outlook
Broadly speaking, I expect shares to rebound from these levels—the CUDA moat and chip demand didn't evaporate overnight. Still, buckle up for a rocky few weeks. Naming CFO Colette Kress as interim CEO won't, and shouldn't stick. Nvidia is an engineering juggernaut first. Putting an accountant at the helm long term is not the move imho. This isn't Apple when Jobs passed and Cook took over. Apple has an incredible moat that they could milk for decades. If a competitor comes out with a better chip, NVDA has big problems. Apple didn't have the same technology risk as NVDA, as the software lock in gave them more margin for error.

2. Keeping Jensen in the Building

Assuming he hasn't broken the law, the board needs to find a way to keep him involved. Give him a made-up title (Chief Engineering Consultant, whatever) so he still has input on product direction.Cutting him off entirely from the company he spent decades building would be a massive unforced error.

3. National Security vs. Corporate Ethics
Cheating on your spouse and hooking up with direct reports is indefensible. If the legal investigations uncover actual crimes, like illegally sharing tech or chips with China, he becomes completely radioactive.

Otherwise, we have to separate personal morality from geopolitical reality. This isn't Coke vs. Pepsi. If the CEO of Coke flames out, we just drink more Pepsi and life goes on. If Nvidia falters right now, it opens the door for China to close the AI gap. AMD, Broadcom, and Google are great, but right now, the U.S. economy and military is strengthened by NVDA's dominance. Should that change, it opens the door for a foreign competitor to take pole position. We can't afford that.

Investigate the legalities thoroughly. Hold him accountable. Just don't blow up America's most critical tech asset in the process.

[Mason Speed @MasonSpeed]

@SteveYates Big congrats! You make your listeners smarter. A rare thing nowadays.

[Mason Speed @MasonSpeed]

@KobeissiLetter Insane numbers. I’ll take NVDA at 13x over those options any day.

[Tunku Varadarajan @tunkuv]

Re the NY AG election: @sarithaforny gave us a brief and tantalising...and for a while invigorating...glimpse of what a morally decent, high-IQ, high-integrity, no-BS politician might look like, and of all the good things she could do for New York. Now it's back to staring, zombie-like, at a winner who's the embodiment of decay and corruption and cronyism.

[Cernovich @Cernovich]

The amount of gas lighting by people claiming otherwise was for the ages.

[Mason Speed @MasonSpeed]

@sarithaforny You’re a superstar and NYC sorely needed your help. Whatever you do next I’m sure you’ll crush it.

[Mason Speed @MasonSpeed]

It is indeed that simple. Historical precedent said it was going to be a rough night. But affordability is a real problem that has yet to be sufficiently addressed by the administration.

Yes, it takes time to unwind the idiotic policies of the Biden administration, but questionable foreign wars, high gas prices and high interest rates don’t make people feel warm and fuzzy.

[Matt Walsh @MattWalshBlog]

Trump launched an unpopular and pointless war. Gas prices are too high. People can’t afford groceries. Trump abandoned the American First message. This is why Republicans are getting crushed. It’s very simple.

[Mason Speed @MasonSpeed]

@WallStreetMav We've seen what competent and sane governance looks like. More of that please.

[Mason Speed @MasonSpeed]

@StockSavvyShay @Fiscal_ai All three will outperform the market over the next 5 years.

[Mason Speed @MasonSpeed]

@aubreystrobel Sunday scares just means you haven't curated your Netflix list in awhile 😉

[Mason Speed @MasonSpeed]

All of this is true. We should all be outraged.

[katie wright @katiewr31413491]

#KatieSuarez 28, just trying to go 4 a run. When she didn’t return her father went looking for Katie & found her dead body. Blood smeared all over railing by walking /running path. City college grad, working PT at a bank, looking to break into radio or TV. Beautiful, young life, filled with promise - gone. @ZohranKMamdani @DarializaforNY @MicahLasher @TishJames @NYCCouncil engaged in 2 week nonstop outrage over convicted felon, Dominican gang member, harmed by ICE. HW, there will b ZERO outrage for #KatieSuarez . 100-1 her killer has already been arrested & released 10x.’@sarithaforny @OneCityRisingNY @nyccommonsense @nypost

[Mason Speed @MasonSpeed]

New Yorkers need to decide what kind of city they want to live in. You want to pay the highest prices in the country only to get stabbed by a madman? Doesn’t sound like a good deal to me.

[Saritha Komatireddy @sarithaforny]

Four women attacked in two days. The suspect arrested TWICE—and walks free BOTH times.

This is why violence against women has surged under Letitia James. She helped write the bail laws that have created a revolving door of criminality. She stands by silently as district attorneys downgrade charges in domestic violence cases.

I will be a different kind of Attorney General — one who helps fix the bail laws, one who demands that cases be prosecuted to the fullest extent of the law and steps in when they are not, one who stops violence before it starts so that innocent people don’t get hurt.

Vote for change. Vote for a safer New York. Go vote now.

[Mason Speed @MasonSpeed]

@BuckSexton Restrictive gun laws alway ensure the bad guys get to have the guns (see Mexico). And of course, makes them more brazen.

You attempt a home invasion in Texas or Florida (among others) and there's a reasonable probability you end up getting smoked.

[Mason Speed @MasonSpeed]

@BuckSexton I’ve always felt sucker punches in general should receive a stiffer punishment.

First off, it’s a total coward’s move. Secondly, it is a lot more dangerous to attack someone that isn’t expecting it. Serious injury is much more likely.

[Mason Speed @MasonSpeed]

@BuckSexton @mirandadevine Teslas are impressive but nothing like rowing your own gears ;)