RunningHills

[RunningHills @RaphaelMar88409]

Not only Jensen, someone wants to take the entire company $NVDA down...

[First Squawk @FirstSquawk]

NVIDIA FACES MULTIPLE JUSTICE DEPT. PROBES, SEMAFOR SAYS

[RunningHills @RaphaelMar88409]

The "saving AI trade" task force is in full gear...

[FinancialJuice @financialjuice]

Fed's Goolsbee: AI investment look like a form of stimulus.

[RunningHills @RaphaelMar88409]

@BullflowIO Can only recall the $INTC case, with Krzanich ousted for similar misconduct and replaced by the then CFO, Bob Swan... Kraznich wasn't a visionary and took bad decisions, but Swan ran the company through financials only... Intel hasn't recovered on innovation almost 10yrs later...

[RunningHills @RaphaelMar88409]

Watch out for a rug pull...

[FinancialJuice @financialjuice]

WATCH LIVE: Fed's Goolsbee Speak 11:15 AM ET https://t.co/cxfXco19mQ

[RunningHills @RaphaelMar88409]

$SPCX coming to the rescue of $NVDA and the entire AI trade... Should expect large orders of GPUs to power these...

[*Walter Bloomberg @DeItaone]

$SPCX - SPACEX: ADVANCING TWO PROJECTS: A MAJOR NEW SUPERCOMPUTE FACILITY AT STARBASE IN THE RIO GRANDE VALLEY IN TEXAS, AND A SECOND CAMPUS IN ARIZONA

SPACEX: IN THE RIO GRANDE VALLEY, SPACEX IS PLANNING TO INVEST MORE THAN $24 BILLION IN NEW SUPERCOMPUTING INFRASTRUCTURE

[RunningHills @RaphaelMar88409]

Expect $NVDA employees to jump ship...

[FinancialJuice @financialjuice]

SpaceX plans $50B supercomputing campus in Arizona with 6,500 jobs $SPCX

[RunningHills @RaphaelMar88409]

Thinking about it, Tim Cook is not a bad idea (although entirely unrealistic). He's ran huge organizations, he has personal relationship with the Taiwan Ecosystem (TSMC, Foxconn, etc...), and has dealt with the Chinese government.

[RunningHills @RaphaelMar88409]

How many years before the board calls Huang back?
I give it 5 yrs max...

[RunningHills @RaphaelMar88409]

Quite unexpectedly, Software companies are also selling off on the $NVDA news...
Saas have typically rallied whenever Semis dumped...

[RunningHills @RaphaelMar88409]

@mkfilko Kudos to you for sticking to your convictions.

[RunningHills @RaphaelMar88409]

The example of $INTC replacing Brian Kraznich by the then CFO Bob Swan (Interim then permanent), marked the exact point when the company started to fall behind on innovation, on the pursuit of better financial ratios...
$NVDA better find a permanent CEO soon...

[RunningHills @RaphaelMar88409]

AI “entrepreneurs” asking Uncle Sam for a bailout on National Security grounds, when?
==> Next week with the Anthropic IPO...

[RunningHills @RaphaelMar88409]

@MarioNawfal That's old news WSJ...

[RunningHills @RaphaelMar88409]

And in the meantime $GLD and $BTC are selling-off... Gold: -2% <$3900.
BTC: -3% <$71.6K

[RunningHills @RaphaelMar88409]

@TheLongInvest If not himself, $NVDA engineers will...

[RunningHills @RaphaelMar88409]

BTD in full force? Who's buying it?

[RunningHills @RaphaelMar88409]

The Jensen story has nothing to do with his extra marital conduct...
This was all along a geo political play by the US admin.
Not sure China cares too much...

[First Squawk @FirstSquawk]

US HOUSE SPEAKER JOHNSON: FAVOURS LIMITING CHIP EXPORTS TO CHINA

[RunningHills @RaphaelMar88409]

$NVDA Neocloud partners are being wrecked...

[RunningHills @RaphaelMar88409]

Whoever is behind this, is not thinking about the 2nd or 3rd level of consequences. But I do see rather a geo political play, with the back drop of the conflict in the middle east, than a Dario pulling strings. Trump was aware of this for months, and is meeting with Xi and Putin in Shenzhen next week…

[RunningHills @RaphaelMar88409]

@outliercapx It front ran earnings yesterday, profit taking was very likely regardless. Offers another entry IMO (post the NVDA decision)