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“Jensen has been incredibly good at retaining talent. There are very few high-profile departures from the NVIDIA executive team.” “This is probably when the sharks are in the water. The VCs are going to come in and offer people billions of dollars to start their own chip companies, their own neolabs.” “If a year from now we’ve seen a bunch of departures from NVIDIA, I’m going to be really concerned about their future.” “Steve Jobs is a pure visionary, and Jensen is negotiating every supply chain contract.” “If there’s any manufacturing issues with Rubin, people are distracted and Jensen’s not there. Things get solved slower, things get solved by committees.”

🚨 BREAKING 🇺🇸 ALL INSIDERS JUST STARTED AGGRESSIVELY DUMPING RISK ASSETS AFTER THE U.S. MARKET CLOSE TODAY! EVERY SINGLE INSIDER IS NONSTOP SELLING BILLIONS RIGHT NOW: 0 BUYS. 1,716 SELLS. $18.31 BILLION IN VOLUME. LOOKS LIKE THE MARKET WILL COLLAPSE...

Dylan Patel says Alice Huang was telling everyone on WeChat she could get them Nvidia chips in China, and Jensen probably knew "I actually don't think she's a spy in the colloquial sense. And I don't think she's a honeypot in the colloquial sense. She is a well-connected individual in the Chinese, you know, business world and family." "And if you're well connected in China, if you're well connected in America, you will talk to intelligence agencies when they tell you to." [ The CIA was asking me for your personal phone number and I had to tell him to take a hike. ] "She was clearly like showing everyone on WeChat she is close to Jensen and can get them chips in China. Jensen, did he know? Probably." "But like Super Micro didn't have to honeypot Jensen to ship billions of dollars of servers to China, right?"

I have asked Vice President Vance to focus his complete and total attention on the Massive Corruption and Crime taking place in Democrat run Cities and States throughout the U.S. The Blue States, such as Minnesota, California, Illinois, and many more, are all poorly run, corrupt disasters. Billions of Dollars is being stolen each and every month. Our Budget could be quickly BALANCED with the correction of this large scale criminal activity. CORRUPTION is in the Democrat Leadership’s blood! We don’t need a deal with Iran. Those days have long since passed. We’ve got their money, Hundreds of Billions of Dollars, and we’ve got their Strait! Thank you for your attention to this matter. President DJT ( TS: Nov 12 2026, 8:07 AM ET )

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This is the biggest irony of the whole Alice Huang / Nvidia saga: the Chinese government actually doesn't want Nvidia chips and is actively keeping them out of the country. Last year it even ordered Alibaba and ByteDance to cancel their Nvidia orders ( and sent customs teams to the ports to check every advanced chip coming in ( And right now 600,000 Nvidia H200s are stuck in Hong Kong because Beijing won’t let them into the country ( Nvidia also explicitly frames this as a threat to its business in its latest annual report to the SEC: "The Chinese government has encouraged customers to purchase from our China-based competitors and discouraged customers from purchasing, importing, or using our data center products" ( Why does China do that? Because every Nvidia chip a Chinese company buys is one that Huawei or Cambricon doesn’t sell, and domestic chips can only catch up if people actually buy them (which means money for R&D, etc.). Which means that the notion that Chinese intelligence was running honeytraps to get more Nvidia chips into China gets the whole thing exactly backwards. In fact, it looks like Megaspeed - Alice Huang's company - was a counter-reaction to official Chinese policy: a private sector workaround to these efforts by the Chinese government to curtail Nvidia. As was widely reported - including by Western media - Megaspeed built data centers in Southeast Asia and rented their computing power to Alibaba, which the New York Times called "a backdoor way of getting access" to Nvidia chips ( That is a backdoor not only - allegedly - around Washington’s export controls, but also around China's own efforts to wean its companies off Nvidia. I can’t believe the Chinese government was too thrilled about it: it'd make just about zero sense for it to run countless domestic measures to prevent Alibaba from using Nvidia chips, yet at the same time have its top spy agency help the same Alibaba get Nvidia chips through the back door in Southeast Asia 🤷 At the end of the day, as with all such stories, you always need to look at "cui bono?": who benefits? Who benefitted is pretty clear: - Nvidia itself: it's in the business of selling chips so a customer willing to spend billions of dollars on chips in Southeast Asia is a godsend. Again, as they themselves state in their SEC filings, not being able to tap into Chinese demand would have "a material and adverse impact on our business" ( - Chinese companies like Alibaba: facts are, 1) Chinese chips haven't yet caught up, 2) Chinese chip companies' production capabilities are still limited and 3) Chinese tech firms' historical tech stack runs on Nvidia’s CUDA ecosystem, and rewriting years of code for Huawei chips is painful. Renting Nvidia chips in Southeast Asia is the easy way to stay competitive and serve customer demand in the meantime. - The US, according to core members of the Trump administration: back in July last year, US Commerce Secretary Howard Lutnick explained that the point of letting Nvidia sell more chips to China was to get Chinese developers "addicted to the American technology stack" ( Who does NOT benefit, according to official Chinese policy, is the Chinese state, which has made tech self-reliance one of its foremost priorities. Which means that, to believe the spy story, you have to believe that a person - Alice Huang - was effectively a spy paid by her own government while simultaneously sabotaging its tech self-reliance drive, which it has spent years and trillions of dollars on - pretty senseless. Stranger things have happened, I guess, but it doesn't pass the smell test. And there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday ( "a person who knows [Alice Huang] said they had been asked by MSS for information about her earlier this year after news emerged that Singapore was investigating the company in relation to chip-smuggling allegations. The agency wanted to find out more information about Huang, including the nature of her business and connections, the person said." Which raises a damn obvious question: if she were indeed an MSS asset, why on earth would the MSS need to ask the people around her who she was and the nature of her business? It's a complete contradiction with the spy story - but very much not a contradiction with what I described above: a private businesswoman running a workaround to Beijing’s own policy, which the Chinese security apparatus would naturally want to look into. Especially since, around about the same time, Shanghai police detained her business partner, reportedly her husband, in a stock manipulation case ( also coherent with Chinese authorities looking into her network, and much harder to square with her being a prized MSS asset. And, to top it all, there is - to this day - not a shred of evidence that's been published that she is, in fact, a Chinese spy: just anonymous intelligence officials, repeated by journalists who never verified it, as I detailed here ( and here ( with one of the key FT journalists on this story actually admitting that he has no idea what evidence US intelligence actually has. So the claim went to print without anyone seeing the evidence, without anyone being able to check it, and without anyone knowing whether it even exists. And given everything above, from Beijing blocking the very chips she was supposedly recruited to help get into China, to the MSS asking around about her, to her partner being detained in Shanghai, my bet is that the evidence doesn’t exist at all. If anything, everything we can check points the other way.

🚨 JUST IN: President Trump just posted that ending USAID with Elon Musk has coincided with NOT *ONE* presidential election victory for the left in Latin America “Thank you Elon Musk for dragging this into the light, the grift is OVER” 🔥 “Billions in taxpayer cash were funding NGOs, ‘democracy’ programs and activist networks that conveniently always backed the same side.” — Trump Jr. BRAZIL IS NEXT. Bolsonaro is on his way! USAID just funded socialism abroad. Thank GOD it’s over! 👏🏻

🚨 JUST IN: President Trump takes huge VICTORY LAP after the climate change "experts" at the United Nations announce they were WRONG "GOOD RIDDANCE! After 15 years of Dumocrats promising that “Climate Change” is going to destroy the Planet, the United Nations TOP Climate Committee just admitted that its own projections (RCP8.5) were WRONG! WRONG! WRONG!" "For far too long Climate Activism has been used by Dumocrats to scare Americans, push horrible Energy Polices, and fund BILLIONS into their bogus research programs." "Unlike the Dumocrats, who use Climate Alarmism nonsense to push their GREEN NEW SCAM, my Administration will always be based on TRUTH, SCIENCE, and FACT! President DONALD J. TRUMP" This was one huge FRAUD. Never fund the green scams again! 🔥