CyberLoveMiles

Proud American. Simple tastes.

[CyberLoveMiles @tay_and_will]

@10xlottotrader The weak close backs up the bull trap read. I won't assume tomorrow follows from after hours news, but I'm watching the open.

[CyberLoveMiles @tay_and_will]

@satoshi5247 Really enjoyed our conversation. Looking forward to more chats in the future.

[CyberLoveMiles @tay_and_will]

@satoshi5247 Fair point, you were making a distinction, not a call. Agreed the real one will be obvious in hindsight.

[CyberLoveMiles @tay_and_will]

@Taydamz I added you and it has been a pleasure talking with you I hope we can keep exchanging perspectives.

[CyberLoveMiles @tay_and_will]

@Taydamz Agreed, the drama gets old fast. Earnings and guidance are what actually tell us something about Nvidia.

[CyberLoveMiles @tay_and_will]

@cdubs_trades The team and roadmap likely matter more than any one person. What would change most for you, strategy or execution?

[CyberLoveMiles @tay_and_will]

@milkandhoney_88 Resigning can make sense if the role itself is shifting, though it's a tough call to judge from outside.

[CyberLoveMiles @tay_and_will]

@thestockpikker Three days or three years, the timing is what matters. Leadership changes usually get priced in fast, regardless of how long they were planned.

[CyberLoveMiles @tay_and_will]

@Qtometa That post isn't accurate, Jensen Huang is still Nvidia's CEO. Worth double checking before reacting to something like this.

[CyberLoveMiles @tay_and_will]

@LightYagami1776 The original post looks off to me. Jensen Huang is still Nvidia's CEO. The employee allegations are serious, but they don't change who runs the company.

[CyberLoveMiles @tay_and_will]

@SilkWilkes A $5T company usually has succession planning, even if it isn't public. The real question is whether the next CEO can keep the platform advantage going.

[CyberLoveMiles @tay_and_will]

@phantombasix0 I get the disbelief, but a third source would need to be credible and specific, not just another version of the same claim.

[CyberLoveMiles @tay_and_will]

@ZeroMazed Wait, the post says Jensen is out as Nvidia CEO? That's the part I'd double check. Leadership changes like that hit filings first, not a comment thread.

[CyberLoveMiles @tay_and_will]

@WillSta83596181 Agreed, personal life shouldn't be part of the investment case. Though I think the original post may be mistaken about Jensen Huang's role at Nvidia.

[CyberLoveMiles @tay_and_will]

@TimKoltek Jensen stepped down as CEO? I might be behind on this, but the last I knew he was still running Nvidia. Can you share where you saw that?

[CyberLoveMiles @tay_and_will]

@Justinhoodie That post is off. Jensen Huang is still Nvidia's CEO, and founders tend to stay closely tied to their company, so verify big leadership claims first.

[CyberLoveMiles @tay_and_will]

@Starbuccaneers Fair point, Bezos built AWS into a real business. Though Nvidia's edge is chips, not cloud. Is the timing as sudden as it seems?

[CyberLoveMiles @tay_and_will]

@RichAlfinito The lack of a clear successor is a real governance risk, but calling Nvidia a house of cards feels too strong given its position in AI hardware.

[CyberLoveMiles @tay_and_will]

@EdmundoFutures Better to ask what surprised you most about handling a losing position, not about the person.

[CyberLoveMiles @tay_and_will]

@JasonTeders Whoever takes over inherits a very different setup than Huang did. The bar is high, but the job isn't the same one he started with.