Michael Bento

Valois Capital Management, LLC :: Opinions are my own and often those opinions speak in GIFs

[Michael Bento @MichaelPBento]

@CIV9 That will rapidly change once the actual investors take their money out of NVDA.

[Michael Bento @MichaelPBento]

This is not going to save NVDA. She’s an empty suit that was a rubber stamp for Jensen’s books. She doesn’t have the personality or vision needed to do what Jensen did. It’s looking to me like AMD is going to be taking a lot of NVDA’s market share in the coming months.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 Nvidia CFO Colette Kress emerges as a potential interim CEO candidate if Jensen Huang is removed, per Reuters.

She has served as Nvidia's CFO since 2013 and played a key role in the company's growth.

[Garcia @GarciaCap]

“Jensen was caught cheating”

“Yeah with the Chinese spy that’s old news”

“Different woman”

[Autism Capital 🧩 @AutismCapital]

Oh my God. What a banger.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran announces it is now designing nuclear-powered ships and submarines and needs its enriched material for them, directly rejecting Trump's demand of giving up uranium.

"We are even designing nuclear-powered ships and nuclear submarines, and that is why we need our own enriched material," SNSC Secretary Rezaei says.

"Not a single particle, however insignificant, of the enriched material will leave Iran, and all of this material will remain in our own possession," he adds.

He says Iran has informed Russia the material stays in the country, and will later use it for small modular reactors as well.

It is the first time Iran has named naval propulsion as a use for its stockpile since the war began.

[Michael Bento @MichaelPBento]

There is plenty of creative accounting, circular financing deals, and the fact that Jensen’s personality bailed the stock out more than once to consider. NVDA without Jensen at the helm is a completely different company. AMD is going to eat their lunch for market share, which is already starting.

[Michael Bento @MichaelPBento]

@BraydenOptions He's calling me optimistic for my downside call not being enough

[Michael Bento @MichaelPBento]

I can’t win, I’m either a perma bear or too optimistic.

[GlacierPath Trading @glacierptrading]

@MichaelPBento No offense, but you are being way too optimistic with what just happened ah . I could see lows of last week returning by Friday

[Michael Bento @MichaelPBento]

Suddenly all that chip demand is turning into a surplus.

[Carl Quintanilla @carlquintanilla]

“.. There’s about $200 billion of chips sitting in warehouses because the data centers aren’t ready,” Waxman said. That’s a risk because chips can depreciate rapidly, he added.

@business
https://t.co/nos67iFc2r

[Not Jerome Powell @alifarhat79]

BREAKING: Netanyahu says Jensen Huang is two weeks away from developing a nuclear weapon.

[Michael Bento @MichaelPBento]

@Thor_Wodenson That was a typo, PPI also wasn’t pitched as the main driver to my lean here, more of a supplemental that more directly affects the DXY and yields.

[Michael Bento @MichaelPBento]

https://t.co/hEFyPQae7W

[Michael Bento @MichaelPBento]

Be sure to read today's write-up if you have not already.

Also minor typo correction, I said PPI is tomorrow, but it's on Friday.

[Michael Bento @MichaelPBento]

https://t.co/hEFyPQae7W

[Michael Bento @MichaelPBento]

@market_sleuth Typo

[Michael Bento @MichaelPBento]

@NickWoolos Them releasing that they are “considering replacing him” means they have already decided they are replacing him and are giving him the opportunity to exit on his own terms.

[Michael Bento @MichaelPBento]

@DntTaxes @David6179188752 @market_sleuth This is exactly what happened.

[Michael Bento @MichaelPBento]

NVDA is going to replace Jensen.

[Michael Bento @MichaelPBento]

@Shadetreecap Correlation flipped from positive to negative 2 weeks ago

[Michael Bento @MichaelPBento]

@DayTripperTrade I have a good feeling I’ll be blocking you right now. Oh look it just happened.

[Michael Bento @MichaelPBento]

Ooooooooh that's just mean. Closed it with a rejection of the 100DMA by five cents. A lot of kids in here who think every dip should be bought just got trapped, bigly.