Matrix

[Matrix @matrixbt]

couple years ago one of the best trader I know told me this:

“don't let yourself get attached to anything you are not willing to walk out on in 30 seconds flat if you feel the heat around the corner”

[Matrix @matrixbt]

very cool when crypto just DIES

[Matrix @matrixbt]

@trading_axe holy shit i'm fucked

[Matrix @matrixbt]

mcdonalds wojak guy covered in shit

[Tree News @TreeNewsFeed]

EXCLUSIVE - FORMER NVIDIA CEO JENSEN HUANG HAD AN INTIMATE RELATIONSHIP WITH A SECOND EMPLOYEE, SOURCES SAY - RTRS

[Matrix @matrixbt]

@0xLoris cool

[Matrix @matrixbt]

@havenracks oh okay! good luck 🙏

[Matrix @matrixbt]

@ScottPh77711570 gud kwants

[Matrix @matrixbt]

nothing worse on this app recently than muh "ex-goldman ex-this ex-that" quants turned full time twitter commentators moralfagging all day about how discretionary traders should not exist because muh maths or whatever

[Matrix @matrixbt]

@algegod this guy’s a retard

[Matrix @matrixbt]

you’re hiding NVDA call options underneath your floorboards, are you not?

[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.

[Matrix @matrixbt]

i haven't been fucked this hard in the ass since grade school

damn

[Matrix @matrixbt]

i did not kill myself

[Matrix @matrixbt]

devastated

[Matrix @matrixbt]

u freaky as fuck @JensenHuang

[Matrix @matrixbt]

@ThinkingUSD looking at other people's tweets about losing money and getting liquidated feels like a stabbing feeling in my chest: i want to be the only person that loses and i want everyone else to win

[Matrix @matrixbt]

@vipool47 @NextDNS add your projects to your allowlist

[Matrix @matrixbt]

@beniduboss effectivement j'ai travaillé pour Galvani Capital, une superbe experience.

[Matrix @matrixbt]

crypto jargon

[Binance @binance]

A vulnerability (worse_query) affecting iOS 26.7.1, 27.0.1, and 27.2 allows malicious apps to read local files from other apps, putting seed phrases, private keys, and login credentials at risk across the entire ecosystem. This is an iOS-level issue, not unique to Binance.

Immediate Action Required:
- Delete any apps installed from untrusted sources (such as sideloaded or manually signed IPAs).
- Update iOS and all apps to the latest official versions.
- If you suspect a breach, transfer funds to a new wallet created on a clean device and reset all active login sessions.

Never install unauthorized packages, and keep your software up to date.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, CEO Jensen Huang sends a company-wide email regarding his recently reported relationship with a Chinese spy.

[Matrix @matrixbt]

@ShareX good update