KillerBe

money, markets and billionaires - the clips behind the headlines
2+2=liquidation

[KillerBe @killer8be]

Kyle Bass made his name betting against subprime before 2008. 3 days before Jensen Huang resigned, he went on CNBC and said this about Nvidia chips in China:

"it'd be like us selling ammunition to the Germans in 1939."

Bass has been warning about China for years.

in the clip below he's asked if Huang can clear his name and keep running Nvidia. his answer has nothing to do with an affair.

Bass says people in the intelligence community know a former Nvidia senior vice president left to set up a "Beijing competitor" - and that the two companies shared an office address.

"if our country left national security up to the private sector, we'd all speak Chinese tomorrow."

then he turns to Trump - and says Huang joined the president's trip to China after a warning from Rubio.

his advice: "stop appeasing and placating our mortal enemy."

3 days later Huang was out, and Nvidia had lost hundreds of billions in market value.

so was this ever about an affair - or about $4 trillion of chips and Beijing?

[KillerBe @killer8be]

@JasonColelfod Really?

[KillerBe @killer8be]

Jim Cramer backed Nvidia and Jensen Huang for years. on Thursday morning he said this: "I think that had to happen."

in the clip below Cramer on CNBC, minutes after Huang resigned. Nvidia was trading around $156 before the open, down about 10%.

he doesn't defend him. he goes after Wall Street instead:

"these analysts, they're rats on a sinking ship. they want it out really badly."

he backs interim CEO Colette Kress - "she'll provide some needed order" - and says the next CEO probably has to come from outside, because "who knows how many people knew about Kimberly Powell."

Powell is the Nvidia executive named in the second alleged affair. later that day Reuters reported a third.

asked if he'd buy the stock: "who the hell knows what the stock is?"

the Kobeissi Letter took the other side - Huang and the board "just made a massive mistake."

on Tuesday Nvidia reports earnings for the first time without Huang as CEO.

so was Cramer right that it had to happen - or did the board just fire the AI trade?

[KillerBe @killer8be]

@0xMONTALKS best $200 ever spent

[KillerBe @killer8be]

@finn_am0 priced in until Tuesday's earnings

[KillerBe @killer8be]

@kaivo_ai Hollywood forgives whatever sells tickets

[KillerBe @killer8be]

@focuzzz_01 own the catalog, not the song

[KillerBe @killer8be]

@0x_Taylor $61M gross, pennies net

[KillerBe @killer8be]

@VORLEN_X "without interruption" aged in 72 hours

[KillerBe @killer8be]

@ergodonx health is the only non-renewable asset

[KillerBe @killer8be]

@prodsystems_ the IRS always gets paid

[KillerBe @killer8be]

@0xPoPsik most expensive grudge in history

[KillerBe @killer8be]

@kkairroo sell high, buy back $1

[KillerBe @killer8be]

@Di_Krass_ the affair was the headline. 1.5 gigawatts of chips in China is the risk the market priced

[KillerBe @killer8be]

@carbonyxxx survivorship bias with a happy ending. most people who bet their last dollar don't get a video

[KillerBe @killer8be]

@0xMavian the footnotes always know first. the market just reads them last

[KillerBe @killer8be]

@veyro_xbt 16x in one night on memecoins. show me the night it ran into a rug faster than the -8% stop

[KillerBe @killer8be]

@BercusNA Apple's real margin isn't the hardware. it's people who never check what's already in their drawer

[KillerBe @killer8be]

@CapitalActions confidence is just conviction without a chart. works in dating, liquidates you in trading

[KillerBe @killer8be]

@CapitalActions strict rules don't remove the risk - they just delay when it shows up. same thing happens to traders