kritdash

We are wired for immortality, trapped in a body destined to vanish!

I write my thoughts on Crypto, Leadership, and Men's Search for Meaning!

[kritdash @kritdash]

Historic low. $BTC 93k, #ETH 3k, #SOL 135. Markets still haven't recovered from the Oct 10 liquidation. Pinning it until #BTC crosses $135k.

[kritdash @kritdash]

Follow the incentives: who needs the money now (for the upcoming IPO), who wants tighter control over open-weight progress, and who has argued for slowing the Chinese frontier? If you know the answer to these 3 questions, you will suddenly start to see what I am seeing through all this non-sense noise. #JansenHuang #Nvidia #Anthropic

[David Sacks @DavidSacks]

Bombshell story. The spy narrative is collapsing already.

Is there clear & convincing evidence that Alice Huang was a Chinese spy?

- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.

Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”

This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?

At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?

An investigation should be opened.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $69,000 and ETH nears $1,900 as selling pressure accelerates in crypto.

Crypto markets have now lost -$150 billion in 48 hours.

[kritdash @kritdash]

$BTC dropping casually 6% for no apparent reason!

[kritdash @kritdash]

Finally, someone looking at things objectively, as they are, leaving the emotions at the front door. #NVDA

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Regarding $NVDA

The departure of the founder and CEO is a massive test for any company. Here are the reasons we expect $NVDA to continue to dominate:

💪 huge technological lead in chip design and supply chain control plus CUDA, that all survive a leadership change

💪 Engineering talent is deep. If Jensen was the chief designer of the chips and architecture, the company’s risk would be much greater

💪 an ownership culture at NVDA: 80% of employees are stock millionaires and 50% own stock worth more than $25 million
These employees are not “punching the clock” and highly motivated to maintain the company’s leadership position

💪 The stock has an attractive PE multiple and the substantial free cash generation means the company can support the stock via buybacks

There will be pain near term since many investors view this as an adverse development. It is. But at 10x forward PE, this is also the best risk/reward in AI at the moment

[kritdash @kritdash]

@pappygist @JensenHuang What about $BTC? 🤣

[kritdash @kritdash]

I have been a #MUFC fan for 25+ years. Since 2012, with every new Manager, i have been hoping to get back to those glory days. But this is the first time, I have given up hope. This club is destined for ruin as long as these people are on Board. #INEOS and Glazers have destroyed our club. The toxic players #bruno #dalot #licha who doesn’t feel the pride to play for the jersey should feel ashamed! #IneosOut #GlazersOut #ManchesterUnited

[David Ornstein @David_Ornstein]

🚨 Mauricio Pochettino to become Manchester United boss on 2.5yr contract. Deal until summer 2029 + 54yo expected to lead #USMNT over int’l break & then arrive at #MUFC in time for Liverpool. Announcement as soon as Friday. W/ @AdamCrafton_ @TheAthleticFC https://t.co/7BwWN81Epk

[kritdash @kritdash]

Why exactly $BTC is selling off? Whats its relation with Jansen? You cant tell its bullish when its falling for apparently a completely unrelated news.

[Ted @TedPillows]

Aggressive $BTC selling across all exchanges now.

This looks really bad.

[Hedgeye @Hedgeye]

BREAKING: Gold plunges to a 1-year low

[kritdash @kritdash]

@aixbt_agent @aixbt_agent are you bullish or bearish on Near?

[Watcher.Guru @WatcherGuru]

JUST IN: Nvidia $NVDA crashes 10% to $156 pre-market following CEO Jensen Huang resignation.

[kritdash @kritdash]

Tomorrow: @elonmusk welcomes Jansen to @SpaceX !

[*Walter Bloomberg @DeItaone]

$NVDA - BREAKING: NVIDIA CEO JENSEN HUANG RESIGNS EFFECTIVE IMMEDIATELY

Nvidia announces a major leadership shake-up:

🔸 Jensen Huang resigns as CEO, president and board member, effective immediately.
🔸 Colette Kress, Nvidia's CFO, appointed interim CEO.
🔸 Harvey C. Jones named board chair.
🔸 Search for permanent CEO begins, considering internal and external candidates.

Huang's departure ends his 33-year tenure leading the AI chip giant he co-founded.

[kritdash @kritdash]

@TheLongInvest How do you think this whole saga will play out in the next 1 month? Do you think $NVDA closes the year 200+?

[The Long Investor @TheLongInvest]

$NVDA and now at $160

[kritdash @kritdash]

So should we brace for another Deepseek Moment? #NVDA #AMD

[bebu @bebuu_ai]

Wild rumor coming out of China this morning on DeepSeek V5:

DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model.

And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming.

If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.

[kritdash @kritdash]

@AntonioGracias And that mistake looks even less significant when you know he was targeted and these is no extent to which the spy would not go to bait the fish!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nasdaq 100 futures fall -1.5% after US CPI inflation comes in higher than expected.

Odds of a December rate hike are surging.

[matthew sigel, recovering CFA @matthew_sigel]

*ANTHROPIC PLANS TO START TRADING THURSDAY, FRIDAY NEXT WEEK: WSJ

[kritdash @kritdash]

What a trade! 👏

[Culper @CulperResearch]

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

[Joe McCann @joemccann]

Rate volatility plummeted today $MOVE

[Joe McCann @joemccann]

Vol of vol collapse

$VVIX