Capital Catalyst

We automate your operations, make sure your pipeline is running smooth, harmonize your data, and grow your business. Marketing services also available.

[Capital Catalyst @CapCatalystCo]

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[Capital Catalyst @CapCatalystCo]

@Gencheezzy_ I think yes, but could be a bull trap as well. I don’t think that business model is sustainable, so I’m holding puts expiring sept of next year

[Capital Catalyst @CapCatalystCo]

Ugh I got greedy almost had 20k at some point. Lessons learned. $NVDA looks very disorganized given the circumstances.@kalshi

https://t.co/hDrBa8ChEM

[Capital Catalyst @CapCatalystCo]

Better ways to short $ANT, tomorrow I’m going to buy $WULF and $ZM puts expiring probably around 3 months away OTM.

[Capital Catalyst @CapCatalystCo]

Same with Sam Altman, arguably, Sam is in a much weaker position. #openai

[Capital Catalyst @CapCatalystCo]

Made this prediction that Amodei would step down from Anthropic this year. Not sure if it will happen and I will likely sell on a post-IPO swing. Which I think will be a disaster.

#ai #Anthropic

[Capital Catalyst @CapCatalystCo]

All I see on my feed is $NVDA cope. It's honestly sad.

[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.

[Capital Catalyst @CapCatalystCo]

@XtineFang They're in a cult and in denial.

[Capital Catalyst @CapCatalystCo]

@KobeissiLetter You're hurting bad

[Capital Catalyst @CapCatalystCo]

Don't forget that I called all of this as soon as it happened

$NVDA $CRWV

https://t.co/WEP2UBektp

[Capital Catalyst @CapCatalystCo]

Private life is private life, but the lines get blurry when you run a $5 trillion company. Why Jensen Huang’s affair matters and Bezos’s didn’t. https://t.co/QugERAVJck

[Capital Catalyst @CapCatalystCo]

@Cele_briX @Nehakathare You’re pressed, I made 50k in a month lol

[Capital Catalyst @CapCatalystCo]

@Cele_briX @Nehakathare 07 when I was around 10

[Capital Catalyst @CapCatalystCo]

There’s never only one mistress you guys are naive, thanks for the payout easiest money I’ve ever made

$NVDA #StockMarket

[Capital Catalyst @CapCatalystCo]

I’ve been telling yall when there’s smoke there’s fire

$NVDA

[Capital Catalyst @CapCatalystCo]

@Cele_briX @Nehakathare I played RuneScape

[Capital Catalyst @CapCatalystCo]

@DeItaone Don't worry an internal investigation will get to the bottom of this within 2 hours and it will show that they're saints

[Capital Catalyst @CapCatalystCo]

@DeItaone A company that never built anything and just collects loans has financial projections while $NVDA situation is very unclear. Yeah, seems logical.

[Capital Catalyst @CapCatalystCo]

@KobeissiLetter Go ahead, buy that dip, give wall st your very last dollar, idc either, profit took on my puts, it's free money for me

[Capital Catalyst @CapCatalystCo]

@zerohedge Yet inflation was omited from CPI