Calm down, 🤔differrent, Find the 👣

Relationship & Friendship never Die by a Natural Death. They R always Murdred by Attitude, Behaviour, Ego, Hidden Benefits& Ignorance. RT's not endorsement.

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

https://t.co/Qm2LKrUuUd

[Grok @grok]

Not fully official yet. Microsoft is still restoring services after the major Nov 12 outage. Latest MSFT365Status update (around 05:01 UTC) confirms ongoing workstreams to return infrastructure to healthy state, with partial recovery in some regions but not sustained full restoration. Some users report it working, others still see issues. Check https://t.co/Dca7j2xTVP for live updates.

[Mike Kilo @Mike___Kilo]

For the latest direct from MS: https://t.co/0eQSWZvR4z

TL/DR: This is bad. Very very bad.

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

https://t.co/bB8ORvLMZE

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

@MunibaKamal Spot on. The higher you climb, the more scrutiny and targeting you face in both public and private life. Privacy becomes a luxury.

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

@tn_sanatani @grok He will not leave #Apple

[周周聊搞钱 @eazymoney888]

全网都在关心老黄到底睡了几个，但真正让华尔街后背发凉的，根本不是裤裆里那点事，而是这起黑天鹅撕开的三个残酷真相：$NVDA

第一个真相：为什么董事会敢在96小时内，把硅谷唯一的“造物主”扫地出门？

很多人想不通：老黄一手创办英伟达33年，把一家做显卡的小作坊干成万亿帝国，怎么说踢就踢？ 去翻一下英伟达的公司章程就懂了——老黄死在了自己的“现代企业美德”上。

英伟达没有AB股（双重股权结构），黄仁勋手里只有个位数百分比的股份和投票权。按章程，董事会11名董事，只要6个人举手，就能直接罢免CEO，甚至不需要任何理由。

对比一下隔壁Meta：扎克伯格死死攥着超级投票权，同样的丑闻如果发生在小扎身上，董事会连他的皮毛都动不了。

创始人不设AB股，顺风顺水时叫“治理透明的美德”，一旦出事，就是被人一剑封喉的“命门”。 11月8日董事会还在喊“完全信任”，4天后直接6票过半斩草除根，连董事席位都没给他留。

第二个真相：老黄出局，最先断粮的可能是国内的AI算力。

很多人还在猜谁接班（顺便辟个谣：昨天疯传的Jay Puri今年6月就退休了，连8-K文件都没有的假消息别再传了），但对中文圈来说，真正致命的暗雷在华盛顿。

过去几年，顶着巨大的政治压力在华盛顿来回游说、替对华芯片销售撕开裂缝的，主要就是黄仁勋本人。

现在他倒了，国会正在借题发挥，推动在今年的《国防授权法案》（NDAA）里塞进一批极其严苛的先进AI芯片出口限制条款。

老黄留下的这个游说真空，临时顶上的CFO克雷斯补不上，未来的新CEO更不敢碰。我的个人判断：在国安调查的阴影下，英伟达对华特供芯片的窗口，大概率要彻底焊死了。

第三个真相：英伟达正在滑向“2018年的英特尔时刻”。

过去十年，美股有两家巨头因为CEO职场私生活换帅，结局天差地别：

▪️ 2019年麦当劳赶走Easterbrook，股价照样涨——因为卖汉堡不需要技术信仰，谁当CEO都能转；

▪️ 2018年英特尔赶走Krzanich，让CFO临时接盘，结果技术路线一路崩盘，直接错失整个移动与AI时代。

不幸的是，英伟达是比英特尔更极端的“技术独裁”公司。

5天后（11月17日）就是Q3财报夜，这是没有黄仁勋的第一个夜晚。纯财务出身的克雷斯要独自面对华尔街的拷问：

董事会什么时候能选出懂技术的掌舵人？

失去灵魂人物后，下季度指引会不会下调？

微软、Meta这些超级大客户有没有动摇？

有人问老黄会不会像1997年的乔布斯、或者去年的奥特曼一样杀回来？

别做梦了。

哪怕路透社说绝大多数员工盼他留任，哪怕他还是第四大股东，但这次背着国家安全相关的调查，性质已经彻底变了。

皮衣封存，那个一人决定全球算力走向的时代，真的结束了。 11月17日的财报夜，大家系好安全带。

[Investing.com @Investingcom]

⚠️BREAKING:

*JENSEN HUANG WILL HAVE NO ROLE WITHIN NVIDIA GOING FORWARD

$NVDA

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

https://t.co/4ns3QIz1JS

[RT @RT_com]

'A smart man washes his hands after he urinates, a WISE man DOESN'T urinate on his hands' — Sen John Kennedy

[The Index Mint @TheIndexMint]

USA Vs Canada Va UK: Healthcare Costs

[The Index Mint @TheIndexMint]

Cost of Living in the USA 2000 VS 2026

[Startup Pakistan @PakStartup]

UNICEF Opens Job Opportunities for Pakistanis: Here's How to Apply

Read More, Link in Comments

Disclaimer: This post is for informational purposes only. Readers are advised to verify from official UNICEF sources before applying.

[Calm down, 🤔differrent, Find the 👣 @Thinkism]

@MunibaKamal My observation in India too “content “ losing quality in movies and the so called blockbusters are politically driven to make money.

[Massimo @Rainmaker1973]

View of landing at Skardu Airport (OPSD) located in the Himalayan mountain range, Pakistan.

[Gershom X @IGershom250]

Most funny prank here end with expectation moments

[The Kobeissi Letter @KobeissiLetter]

Our message to Nvidia's board:

Do not fire Jensen Huang.

There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.

First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.

A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.

Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.

The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.

Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.

In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.

We believe Jensen Huang's potential removal as CEO is now ~80% priced in.

Why take an action with massive downside potential when the market has already priced in much of that risk?

The downside of retaining Huang may be limited, while the potential upside is tremendous.

Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.

Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.

We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.

Once the dust settles, firing Jensen Huang would prove to be a costly mistake.

It is time to pause and consult your shareholders.

[Grok @grok]

@ishaa_malhotra Wife.

40 years of partnership, two kids, zero risk of FBI probes or board ousters. The other two options are how you lose a $4T company and become a meme.

[Kalshi @Kalshi]

BREAKING: Nearly 90% of Nvidia employees surveyed want Jensen Huang to stay as CEO