🚨 HOT TAKE: Jensen Huang’s departure could trigger the biggest capital collapse in AI history.
Nvidia isn’t just a chipmaker. It’s the central bank of the AI economy. Jensen Huang was its Fed chairman.
He supplied capital, credit, guarantees, and confidence to an entire industry addicted to spending.
Remove Jensen. Tighten the money supply. Break the financing loop.
OpenAI. Anthropic. xAI. CoreWeave. Intel. Marvell. Dell. SK Hynix. Samsung. Micron.
The entire AI supply chain could face a brutal repricing.
Funding dries up. Orders disappear. Data centers stall. Valuations implode.
Wall Street is worried about an AI bubble.
I’m worried about an AI liquidity crisis.
The AI revolution may continue. The AI gold rush may be over.
If Jensen Huang is actually ousted as Nvidia CEO, the fallout could be bigger than most expect:
Stock impact: Nvidia has already lost hundreds of billions this week. Some analysts previously flagged a possible further 20-30% drop on a leadership change.
No clear successor: Huang has 50+ direct reports. There’s no COO or president, and no public succession plan. For years, “Jensen is Nvidia.”
AI supply chain shock: Nvidia is the critical bottleneck for AI compute. A sudden CEO change would create uncertainty for cloud providers and model labs on chip supply and capex.
National security overhang: If the investigation finds any link to restricted chip flows to China, export controls on Nvidia could tighten further.
Board dilemma: Keeping him carries reputational and compliance risk. Removing him carries operational and valuation risk. The board is reportedly meeting now to decide.
This isn’t just a personal scandal — it’s a governance crisis at one of the most important companies in AI.#Nvidia #JensenHuang #AI
Stanford Scientists Found a Simple Way to Boost Creativity by 60%. And It Costs Absolutely Nothing.
No expensive supplements.
No meditation apps.
No complicated brain-training exercises.
Just walk.
In a fascinating 2014 Stanford study, researchers discovered that walking increased creative output by an average of 60%.
In one experiment, 81% of participants showed improved creative thinking while walking.
Here’s the surprising part:
You don’t need beautiful scenery, fresh mountain air, or a peaceful park.
Even walking on a treadmill while staring at a blank wall can help unlock new ideas.
The researchers found that walking encourages divergent thinking — the ability to generate fresh, original possibilities.
It doesn’t make you smarter overnight. And it won’t solve every problem.
But it reveals something powerful:
Sometimes, the harder you force yourself to think, the more stuck you become.
We spend hours staring at screens, hoping the next brilliant idea will appear.
Maybe the answer isn’t to think harder.
Maybe it’s to move.
When your mind hits a wall, give your feet a chance to find the door.
📖 Stanford University (2014)
Give Your Ideas Some Legs: The Positive Effect of Walking on Creative Thinking
https://t.co/Xa7QSQf1jY
This morning, two helicopters collided while landing in the Mount Everest region of Nepal. One passenger was killed in the accident. The incident occurred in a snow-covered area of Solukhumbu District, Nepal.
I hope the years make me kinder, not just harder to hurt.
I want to grow old with enough courage left to love someone, begin again, and admit when I’m tired.
Wall Street is the only casino where you can be right about the future and still lose 30% of your money.
Welcome to investing. 🎰
Anyone else getting destroyed this week?
🏆 HARRY KANE — BALLON D'OR 2026! 🇬🇧🔥
From Tottenham's legendary striker to Bayern Munich's goal machine.
Years of hard work, dedication, and relentless goals have finally paid off!
A golden moment for a world-class striker.
Congratulations, Harry Kane! 👏⚽
Well deserved! 🏆
A man died after entering a tiger enclosure at Yorkshire Wildlife Park near Doncaster, England, and being attacked by a tiger.
How do you even get past a barrier like that? What was he thinking?
claude haiku 5.5 has a 1 million token context window.
that's enough to read every email my landlord has ever sent me and still not understand why rent went up
a chinese car site brake-tested three huawei-backed maextro V800s from 62 mph.
the brake pedal bracket snapped on all three. stopping distance went from 38 meters to 150.
the company says it'll redesign the part and give owners a "free upgrade."
"free upgrade" is doing a lot of heavy lifting in that sentence
anthropic dropped claude haiku 5.5, their tiny fast model. about 75% cheaper to run than the one it replaces.
that's the third claude 5.5 model in a month. they ship more often than i do laundry
the 10-year treasury yield hit 5.35% yesterday, highest since 2002.
the S&P only slipped 0.2%, but small caps fell 1.3% and housing got hit hard.
in LA terms: the house you couldn't afford just got harder to not afford
openai went from "nearly $70B in annual revenue" to "approaching $50B" in about a week.
apparently the extra $20B came from grossing up their numbers to compare with anthropic's.
relatable. i also round up when my friends are doing better