Quiet Glow

Finding beauty in ordinary days and peace in becoming myself

[Jonathan DJ Powers @DJpowers69]

☠️

[Quiet Glow @QuietGlowDaily]

That would be an interesting partnership. Bringing two brilliant minds together could open up some exciting possibilities for the future

[MAGA Voice @MAGAVoice]

🚨 JUST IN: Elon Musk said it would be an honor to HIRE NVDIA CEO Jensen Huang. IT’S HAPPENING

IMAGINE HOW MASSIVE SPACEX WOULD BE

BUCKLE UP 🔥

[MAGA Voice @MAGAVoice]

🚨 JUST IN: Elon Musk said it would be an honor to HIRE NVDIA CEO Jensen Huang. IT’S HAPPENING

IMAGINE HOW MASSIVE SPACEX WOULD BE

BUCKLE UP 🔥

[Quiet Glow @QuietGlowDaily]

@GuoShenCN7 It’s hard to imagine building something for over three decades and seeing everything change so suddenly. There’s clearly more to this story

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

他们没有“解雇”黄仁勋（Jensen Huang），而是将他彻底抹去了。

他花了33年时间打造英伟达（Nvidia），却在4天内化为乌有。

在我看来，事情的真相是这样的：

黄仁勋的影响力变得太大了。英伟达是整场人工智能（AI）竞赛的引擎，而他正处于这一切的核心——谁能拿到芯片？能拿到多少？AI的下一阶段发展速度有多快？这些都由他说了算。

而他背后的那些人——那些习惯了发号施令、掌控巨额资本的势力——发现他们已经无法控制他了。

他不再听从他们的指令。

他们强推自己的计划，他拒绝了；他们再次施压，他依然坚持按自己的方式推进。

你没法直接解雇这样一个人，否则股价会崩盘，全世界也会追问原因。所以，他们采取了另一种手段。

他们把他塑造成了一个“反派”。

看看时间线：

→ 11月8日：他承认了一段私情。

→ 几天后，各大媒体的头条都称其涉及“中国间谍”。

→ 新加坡方面表示，他们针对该女性的调查与“间谍活动”无关——但几乎没有媒体报道这一点。

→ 今天：他不再担任首席执行官（CEO）、总裁及董事会成员，即刻生效。

→ 同一天，英伟达迎来了史上首位董事长（Chair）。

一段私情不可能在4天内终结一位深耕33年的创始人的职业生涯。

这分明是一场精心策划的“抹黑行动”。

同样的措辞，同样的反派人设，在同一周内，铺天盖地而来。

这根本不是新闻，而是一场针对他个人声誉的蓄意打击。

至于事件核心的那位女性？据彭博社报道，她已经身在北京。这意味着她无法接受质询，而黄仁勋也永远无法彻底洗清自己的名声。这件事将永远悬而未决——这简直是完美的“武器”。

就连特朗普都曾称他为“体面人”，但这毫无作用。

这从来就不是关于一段私情的问题，而是关于谁能掌控那些驱动AI的芯片。在AI发展的下一阶段，他们需要一个“听话”的人。

那么，看看现在坐在他位置上的人是谁：首席财务官（CFO）科莱特·克雷斯（Colette Kress）出任“临时”CEO。而且，英伟达历史上首次设立了董事长一职，凌驾于CEO之上。

她并非在真正掌管英伟达，她不过是个傀儡。这一切的幕后推手，直指那些一心想让詹森（Jensen）出局的人。

本周，大多数人看到的会是一桩性丑闻；但几年后，他们终将看清这背后的真相。

他们或许能让詹森的名字淹没在新闻头条里，却无法将其从历史中抹去。关注我，并将此文转发给那些依然轻信新闻头条的人。

[Not Jerome Powell @alifarhat79]

Nvidia’s board meetings

[Cathie Wood @CathieDWood]

Tokenizing the ARK Venture Fund puts our conviction in the evolution, if not revolution, of capital markets into practice. Based on our research, tokenization has the potential to reshape fundamentally the way that investors access and participate in both private and public financial markets. The ARK Venture Fund being available on chain is a natural extension of our mission to democratize access to technologically enabled disruptive innovation. Because it has built the regulated infrastructure to help make that vision a reality, we are excited to partner with @Securitize in taking this important step forward.

Fund holdings and information: https://t.co/Zx75GC7nBJ

[Cathie Wood @CathieDWood]

@ARKInvest is excited to attend @jobyaviation’s flight from our doorstep in St. Petersburg, Florida, across Tampa Bay. Joby is retracing the route of the first commercial airline flight in the world in 1914.

We believe eVTOL technology will transform urban air mobility, offering travel at a fraction of the time and, at scale, a price comparable to a taxi ride.

[Quiet Glow @QuietGlowDaily]

@CathieDWood @ARKInvest @jobyaviation It’s exciting to see how technology keeps opening doors to new ways of traveling. The future of aviation looks fascinating

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Trump Administration is reportedly considering firing Commerce Secretary Howard Lutnick over the China chip scandal.

This comes amid reports that Lutnick stalled curbing chip sales to China.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, and Tesla, $TSLA, could merge as soon as December in what would be the largest merger of all time, per Bloomberg.

The companies’ boards and advisors are now reportedly “hammering out” the terms of the agreement.

[Quiet Glow @QuietGlowDaily]

Beating the market is never easy. It’ll be interesting to see if they can keep that momentum going over the long term

[The Kobeissi Letter @KobeissiLetter]

ANNOUNCEMENT:

We are excited to present The Kobeissi Letter’s 2025 performance report.

Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.

Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111.9% return over the same period.

Our 2025 return builds on +8.1% in 2024, +15.5% in 2023, +92.8% in 2022, +35.3% in 2021, and +44.8% in 2020.

Since 2020, our analysis has delivered a Compound Annual Growth Rate (CAGR) of +35.4%, outperforming the S&P 500’s +13.3% CAGR.

Read the full annual report here:

https://t.co/p5CVL5ZckU

[The Kobeissi Letter @KobeissiLetter]

ANNOUNCEMENT:

We are excited to present The Kobeissi Letter’s 2025 performance report.

Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%.

Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111.9% return over the same period.

Our 2025 return builds on +8.1% in 2024, +15.5% in 2023, +92.8% in 2022, +35.3% in 2021, and +44.8% in 2020.

Since 2020, our analysis has delivered a Compound Annual Growth Rate (CAGR) of +35.4%, outperforming the S&P 500’s +13.3% CAGR.

Read the full annual report here:

https://t.co/p5CVL5ZckU

[Quiet Glow @QuietGlowDaily]

@KobeissiLetter Those are impressive returns, but I think consistency and smart risk management matter just as much as the numbers themselves

[Quiet Glow @QuietGlowDaily]

A little sweat a little progress and a stronger me

[🙃Richard @workinaway]

A tiny bit of snow fell last.night❄️Are you ready?

[Mark Mahan @mizztown12]

Glacier National Park is the 🐐 📍Snyder Lake 11/11/26

[Quiet Glow @QuietGlowDaily]

@mizztown12 The views look absolutely breathtaking places like this remind me how beautiful our world really is

[Craig Tillack @CraigTillack]

Love our two weeks of Autumn