XTRADERZ

Tech & AI stock trader | Buy fear, sell hype | Repeat

[XTRADERZ @wensontrading]

$ORCL - Oracle Investor Day highlights:

🤖 Fusion AI agents in production: ~1,250 → ~3,700 since May (+55% in Sept alone)
☁️ OCI revenue +121% last quarter
📦 $664B backlog, up $209B in a year
💰 Message to investors: "Disciplined capital allocation"

Oracle Stock down 50% from June. Business up triple digits.

[XTRADERZ @wensontrading]

🚨 $NVDA — ELON MUSK WEIGHS IN ON JENSEN HUANG! 🔥

As I mentioned in my earlier post:
https://t.co/2kRLpYKuSO

🐳 Investor Gavin Baker argues:

✅ Finish the investigation first.
✅ Give shareholders a voice.
✅ Keep Jensen as chairman if necessary.

🔥🔥 ELON MUSK RESPONDS: "EXACTLY."🔥🔥

📉 NVDA reportedly plunged 8% after hours following the headlines.

🐂 Jensen built NVIDIA into the AI powerhouse it is today. Removing him prematurely could send shockwaves through the entire AI industry!

Investigate first. Decide later.

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

🚨 Michael Burry’s latest portfolio update is out, and he’s back in Lululemon.

Burry bought $LULU in the $106s, added $ADBE and $SFM, and bought more $JD, which he calls the most undervalued stock he follows.

His two biggest holdings, MercadoLibre ($MELI) and Australian furniture retailer Temple & Webster, each make up more than 10% of his portfolio.

🐻 Puts on $ORCL, $PLTR, $CAT and $MET.
🧸 Long Build-A-Bear ($BBW).

The Big Short sequel has Oracle puts, yoga pants, and an emotional support bear. 😂

[XTRADERZ @wensontrading]

@SmartReversals No doubt

[XTRADERZ @wensontrading]

@epictrades1 This is what I think

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

@EdgeCGroup Maybe yes, maybe no.

We might see a jump to $170 after the board meeting. 😜

[XTRADERZ @wensontrading]

@unusual_whales This is what I think

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

@gurgavin My thesis

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

@wallstengine This my thesis

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

$NVDA - I don't think Nvidia's board ousts Jensen Huang. Here's why.

Yes, it looks bad. Two affairs, one with a suspected Chinese spy, one with an exec who reported to him. That's real, and the board has to take it seriously.

But look at what the board is actually weighing:

• Jensen has 60+ direct reports and NO designated successor. There is no one ready to step in tomorrow.
• Wedbush's Dan Ives estimates NVDA is worth ~30% less without him. That's over $1 TRILLION in market cap.
• The board publicly backed him just days ago.
• Nvidia employees overwhelmingly want him to stay.

And the timing couldn't be worse to blow up leadership. The AI race is just getting started. Rubin is ramping. Every hyperscaler is negotiating its next order with Jensen personally.

Firing the founder mid-race doesn't fix the scandal. It hands the race to everyone else.

My call: Jensen steps aside temporarily while the independent probe finishes. Board adds oversight, maybe names a #2. Then he's back.

Oust him? No. Not now.

[XTRADERZ @wensontrading]

@realMeetKevin

[XTRADERZ @wensontrading]

@GerberKawasaki He is not fking leaving

Lol

[XTRADERZ @wensontrading]

@snorlax_uw NVDA

[XTRADERZ @wensontrading]

@jimcramer

[XTRADERZ @wensontrading]

$NVDA

[XTRADERZ @wensontrading]

$nvda This is the woman Jensen Huang allegedly had a second affair with

[XTRADERZ @wensontrading]

📢BREAKING NEWS : Nvidia's board WILL meet within HOURS to decide IF Jensen Huang stay as CEO, or is he OUT?

Per WSJ, the board is preparing to oust him after reports of 2 affairs, including one with a suspected Chinese spy.

$NVDA

[XTRADERZ @wensontrading]

@Glitch_Trades YES NO DOUBT!

[XTRADERZ @wensontrading]

@zerohedge Wow believe to.much kalshi

No way he will be out

[XTRADERZ @wensontrading]

@gurgavin No way

[XTRADERZ @wensontrading]

🚨 BREAKING NEWS $NVDA : NYT now reports Jensen Huang had a relationship with an Nvidia executive who reports to him.

This comes days after he admitted an affair with Alice Huang, the Megaspeed exec US intel links to Beijing, and the board opened an independent probe.

NVDA closed +2.9% today, now ~-3.4% after hours.