Pangda

Current project: timestamping wisdom from investing and trading videos. (@finwistic).

[Pangda @hipangda]

@DailyMail The fried chicken version of the Pentagon Pizza Index?

[Pangda @hipangda]

@Muninn Thank you James! This is super informative! Lower win rates than I thought, and interesting differences in risk tolerance and patience.

[Pangda @hipangda]

@WIRED Will there be an exodus at Nvidia?

[Pangda @hipangda]

@enrichtrades Just like the news we are led to read about companies.

[Pangda @hipangda]

Relatively rare data points on Jansen Huang these past few days, from Fridman.

[Lex Fridman @lexfridman]

NVIDIA letting Jensen go is a huge mistake, for America and for humanity. It's Apple firing Steve Jobs all over again, but much bigger, given the role of AI in defining the future of our world.

I've been keeping quiet on this out of respect for Jensen's family and team, who I've met and who are amazing humans, and because I personally hate infidelity. So my heart goes out to them in this difficult personal family moment.

But I can also say that Jensen is human, and makes mistakes like all of us do. Not that I matter at all, but I've known Jensen for a long time and have gotten the chance to spend a lot of time with him, behind the scenes, away from mics and cameras. I have seen him show kindness, humility, care to everyone around him, including strangers, including from the poorest most struggling parts of society, treating all the same with the same thoughtfulness and attention, because they are fellow humans and not because he has something to gain from them. That shows rare character, to maintain humility and humanity through all of it.

Another data point is what people who know him well have said privately to me about Jensen over the years. I've never had anyone tell me anything but how awesome he is or how much they love him. Probably over a thousand people at this point. This includes hundreds of engineers, CEOs, colleagues, friends, etc.

Also, since there was some spy talk. Jensen is as proud an American as it gets. I'm in shock frankly at all of this, including the mass hysteria around it. I love America, and I think NVIDIA letting Jensen go is terrible for America.

I stand with Jensen.

Love you all ❤️

[Pangda @hipangda]

@mindsetmachine "The cave you fear to enter holds the treasure you seek."

[Pangda @hipangda]

@ZaStocks Yeah, he has unfinished business and now revenge (from the business perspective).

[Pangda @hipangda]

@quxiaoyin Also curious who will definitely not benefit.🤔

[Pangda @hipangda]

Nvidia has been operating without an org chart.

https://t.co/FrDEVoySh1

[Molly O’Shea @MollySOShea]

Yannick De Koninck, who recently left Nvidia, says Nvidia operates without an org chart:

“It's a very apolitical company.”

“The org chart is just a piece of paper. If there's a project and you can contribute, you contribute to that project. It doesn't matter where you are in the org chart.”

“It feels like a startup. It's very agile.”

[Pangda @hipangda]

@MollySOShea Maybe the only big tech that has been doing this? It might change soon.

[Pangda @hipangda]

The decision that the Nvidia board makes will go down as the most important business decision of 2026.

[Pangda @hipangda]

@PhilipJohnston @Starcloud_ @RocketLab It might not be just coincidence :)

[Pangda @hipangda]

Added this interview and another one to the finwistic site. I think the second one by Riz has a better picture of Linda:).
https://t.co/PTozsbd4h6

[Linda Raschke @LindaRaschke]

Recent interview:
https://t.co/9g7gsjz60l
Love this horrid picture of me? lol! I look like I am in severe pain (which I was having just gotten bucked off a horse)! But this guy is a decent interviewer.

[Pangda @hipangda]

@SpacBobby This is a -1.9% "downgrade". Wonder if it is even statistically significant from their model perspective.😉

[Pangda @hipangda]

@TOT_podcast_ Don't know why I have not yet, but will add this great interview of Linda to my site. Thank you!

[Pangda @hipangda]

@PhilipJohnston Does it give you extra motivation to work harder?

[Pangda @hipangda]

@VanquishTrader Stock price aside (if we can do that for the time being), Rocket Lab always looks like an amazing company.

[Pangda @hipangda]

@SahilBloom @drjeremylondon Just hope the default human brain is wired the other way.

[Pangda @hipangda]

@Erica_Wenger @MollySOShea @sourceryy Looking forward to watching Molly being interviewed.