NdroCox

[NdroCox @ndroCoX]

@hamids At least you're open about it

[NdroCox @ndroCoX]

@joecarlsonshow NVDA will compromise morals. Losing Jenson is too big of a risk

[NdroCox @ndroCoX]

Singapore's response to the Chinese Megaspeed company apparently based here. Shady business man.... come on Jensen...

[NdroCox @ndroCoX]

@hamids The timing of it all seems so deliberate with NVDA earnings report upcoming. They might try to clear this negativity then aim for a bounce back with a stellar earnings report.

But in regards to Jenson, it's clearly a lapse of judgment on his part, esp with his share %.

[NdroCox @ndroCoX]

@insane_analyst My guy

[NdroCox @ndroCoX]

@TheRealBirnbaum 3 hyperscalers such similar businesses? Even the current hyperscalers have more diversity and less competition than that

[NdroCox @ndroCoX]

@hamids It's about NVDA's bad business practice and importing to China illegally through Mega speed. That investigation is what is overhanging. What would the US do

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

The $NVDA memes keep getting better

[NdroCox @ndroCoX]

@amitisinvesting @hamids

[NdroCox @ndroCoX]

@InvestingVisual Perfect. Appreciate this

[NdroCox @ndroCoX]

@ariaradnia It comes free with any of their products. You could have considered one of their video cameras it's insane value.

[Sepreth @Sepreth]

A Japanese man says he escaped a sinking car by remembering a tip from Detective Conan.

His car was hit and went into a river after another driver reversed near a cemetery.

For the first 20 seconds he thought he was going to die, then a scene from episode 1078 flashed through his mind.

He waited for the cabin to fill so the pressure equalized, pushed the door open, and swam out.

A nearby resident helped him onto the bank. He wrote that he “can’t thank the creator of Conan enough.”

[amit @amitisinvesting]

Let me say out loud what I think everyone is feeling right now…

Jensen was the poster child for a CEO who didn’t get caught up in these types of controversies.

He is the last person you would think could get caught up in something like this.

When it comes to the AI revolution, he is at the center of it. Without NVIDIA, there is no AI revolution. In many respects, he has been emblematic of American capitalism over the past few years. A dishwasher at Denny’s had an idea and turned it into a $5T company.

Everyone simply thought Jensen was above these types of things.

I don’t even want this to be about a rich powerful man cheating on his wife…we have heard this story over and over again. That isn’t to normalize it as being okay, but it’s not really shocking.

However, the broader issue here is what infidelity implies about someone’s character. You can make many excuses to justify it, but we all know that infidelity is not a good thing. There is a lack of morality involved when it comes to cheating.

When you are the CEO of a $5T company, the question now emerges: if you can lie to your wife, can you also lie about other things…like China’s access to your technology?

I don’t really know what to think. My gut tells me that Jensen has acted ethically in most fronts when it comes to business, but I also know that to build a $5T company, the lines around ethics can blur easily. A framework for being able to make sense of and justify your actions is very, very important and we all simply don’t know if this affair will result in anything bad in regards to America’s national security with China.

I don’t think this is good for the stock market or the AI trade. There will now be investigations and concerns around Nvidia and Nvidia is in control of how all the semis do. I also think this story may have leaked last week and that’s part of why we saw such a massive de-risking by institutions.

I do think there is a world where the market moves beyond this, especially if the investigation doesn’t show any meaningful compromised intelligence. I also think the public will be willing to forgive Jensen, at the end of the day he is a human and infidelity has obviously been part of many marriages, much less such a high profile one.

This is just a really weird moment and not something I ever expected from Jensen. It will now be up to the market to decide how important and meaningful this is when it comes to where the AI trade goes.

[𝐓𝐘 @dev_TEMITAYO]

Uploading a file animation 😂😂

[谢小总 @xie_Dl]

这工作连机器人都干得有情绪了…

[NdroCox @ndroCoX]

@DRTnky The difference is most felt when you talk to those whose jobs don't earn them CPF. The pain of buying houses is felt

[Investing visuals @InvestingVisual]

The dot-com bubble vs the AI boom:

H/T to @lesse_jivermore for creating this awsome comparison👇

[NdroCox @ndroCoX]

@jrouldz Respect for spotting these way before mainstream did

[Barney Stinson @MrBarneyStynson]

Por eso lo llaman magia del cine, la diferencia entre lo que es y lo que se ve