Sean

L/S equity PM

[Sean @syl_52]

You dont even understand what he advocated for and are just repeating soundbites to attack him from biased prejudice.
Sacks was adamant that EUV chip sales should be banned to China from the beginning. Allowing nerfed chip sales to China was a reasonable argument from Jensen that had its own merits.
Frankly, this is just a political game from each party to appear “tough” on China. There is not enough evidence to conclude Jensen committed a crime yet. We will learn more from investigations. Attacking Sacks shows you are a politically motivated clown that doesn’t understand how the chip industry/regulation works.

[Sean @syl_52]

@MichaelGoolsbyV @DavidSacks I'm pretty sure the central issue is that she is allegedly a Chinese spy

[Sean @syl_52]

@kevinxu I'd think it's over once the board hires a new CEO before he can clear name in the investigation

[Sean @syl_52]

@JayTC53 People asking “what have u done for my race” are the racists.

[Sean @syl_52]

@NatashaBertrand @DavidSacks What??

[Sean @syl_52]

@Griffgraff2 @rafmichalowski @kylekuzma Why is voter ID a poison pill? Polls show Americans want voter ID

[Sean @syl_52]

@TheEdwardsMuse small sample size for this season. last year it was like 80%, right int he mix with everyone else

[Sean @syl_52]

andddd $NVDA higher now after Jensen resignation than it was trading last night.

[Sean @syl_52]

The more I think about it, the $NVDA board's swift response saying they are looking to oust Jensen and looking for a replacement, seems like an A+ move. Take the band-aid off early. Short of him being convicted of espionage, likely further developments will have positive stock reaction

[Sean @syl_52]

@citrini Lol doubt Culper is even short anymore

[Sean @syl_52]

@jukan05 30% when they didnt even know who the acting CEO is wild. Seems highly unlikely to be true

[Sean @syl_52]

@GavinSBaker @labubu_trader while I agree on this principle, we woud've heard about it already if the accusation of affair was baseless.

[Sean @syl_52]

@hamids If the executive who had an affair claims sexual harassment, hes getting fired. My best guess is the board put him on a leave pending investigation into both matters. And then quietly bring him back in 6months if he is cleared of espionage and sexual harrassment

[Sean @syl_52]

@jbulltard1 Whoa, what did the dip buyers do to you

[Sean @syl_52]

@jukan05 @SouthernValue95 lol no chance they said that

[Sean @syl_52]

@aleabitoreddit Why do you think ANT is overvalued? i think there is decent chance this becomes the biggest company in the world in 2-3 years.

[Sean @syl_52]

@jukan05 1T is jokingly low

[Sean @syl_52]

@redhotnerd you got it backwards there. it's the far left who want to take away your freedom of speech and enforce censorship. Weren't you alive during Covid?

[Sean @syl_52]

@FirstSquawk the banks are getting an awesome deal on this IPO. They are going to make 30+%. Reminds me of Coreweave IPO.

[Sean @syl_52]

@TexDoggie bookmarking this post to come back after 6 months. qqq $668, nvda $174, soxx $140 at the time of this post. Should be a fun one!