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🇺🇸🇨🇳 Rubio reportedly set Jensen Huang's downfall in motion... with a memo that hit harder than the CIA report it was based on The Washington Post reports the Secretary of State took a CIA report on Jensen's relationship with a suspected Chinese spy and rewrote it in his own, more forceful terms, according to one person familiar with it. When that memo's findings leaked, the scandal began. A former official who worked on chip policy described what Trump's national security team was after: "They wanted to destroy the influence Jensen had over the president." Trump still calls him a "legend." The agencies still can't prove she was a spy. But three bills restricting chip sales to China are now headed for the defense bill, and the one executive who used to talk Congress out of them is gone. So ask yourself who came out ahead this week, and you have a good idea why that memo found its way to reporters. Source: Washington Post / Writer: Daniel

First @tedlieu. Now @RepGraceMeng. Both Taiwanese American Democrats. The racial cover isn't even subtle. Rep. Grace Meng calls the @nvidia chip sales a "five alarm fire" and demands full transparency. Fine. Let's start with her. Let voters see how the Washington machine really works. The checks: Three @AnthropicAI employees gave her $17,000 this cycle. The PAC of Americans for Responsible Innovation (@americans4ri) added $2,000. The same donors: Those same three Anthropic employees also funded ARI's PAC—$85,000 in total. One gave Meng $3,000, then nearly $1M to Public First, an AI super PAC network. The same operative: ARI and Public First share a founder: former Democratic congressman Brad Carson (@bradrcarson). Anthropic gave Public First Action $20M, and Dario Amodei (@DarioAmodei) added $1M of his own. The same agenda: Two days after the midterms, ARI led 52 groups urging Democrats to hand out committee chairs based on AI safety positions. The seat and power: With Democrats taking the House, ARI is pushing hard for Grace Meng to chair the Commerce, Justice, Science (CJS) Appropriations subcommittee— the panel that funds the Department of Commerce (@CommerceGov). Commerce runs AI chip export controls and @NIST's AI safety work: Anthropic's top two priorities in Washington. Now she's going after NVIDIA—Anthropic's fiercest rival on export controls—and Commerce, the very agency she'll fund. Same donors. Same operative. Same agenda. Same subcommittee. No law needs to be broken. Interests find power. Power finds interests. That's the five-alarm fire. The real one. Congresswoman, you asked for full transparency. Here it is.

You convict people without evidence. Spy, useful idiot, or affair. You gave three options and left out the fourth: innocent. You’re a lawyer and a Member of Congress. You know what due process is. You just don’t care. becase you take Anthropic’s money. "Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV) If advanced AI chips are vital to the national interest, then open-source AI is just as vital to every American . Like the Second Amendment, it should be a guaranteed right. you take Anthropic’s money and champion their closed model. Closed-source models violate the U.S. Constitution and the spirit of its framing. You call yourself a Catholic, yet you betray everything the Church teaches. you sold out your faith for thirty pieces of silver you're the one damaging and anti-America. Get it?

>Jensen Huang gets ousted from Nvidia literally 12 hours ago >OpenAI and Anthropic immediately form an alliance to back congress to ban AI chip exports to china This was a targeted takedown.

My fellow Americans, Today America just watched a political assassination in broad daylight. No bullet. No charges. No trial. No verdict. "Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV) I hold no office and no title. I'm an ordinary citizen. I own no Nvidia stock, no Nvidia options, not a single share anywhere in the AI supply chain. I have nothing to gain by telling you this. Here is how I came to see it. At first, it just felt off. The New York Times. The Washington Post. The Economist, reaching for Hitler's line: "heads to roll." All aimed at one man. An Asian American immigrant. A living symbol of the American Dream. Then came the Chinese American bylines, story after story. Classic Washington racial cover. Then I followed the names. Ivy League elites, flawless résumés, many tied to Anthropic. A scramble for seats in the new Congress and the next administration? Then I followed the think tanks. Anthropic's affiliated philanthropy, Coefficient Giving: $102 million to CSET. At least $24 million to RAND. $11.56 million to IFP. Nvidia? Ordinary corporate memberships. Then I followed Congress. Lawmakers who took Anthropic-linked money moved the moment the elites and writers moved. Fast to respond. Fast to amplify. Fast to pile on. Then I followed the election money. Not a gap. A chasm. Anthropic: $40 million to Public First Action. ~$26 million in allied super PAC spending across 16 races. $15 million in ads naming 16 Republican lawmakers. $5.33 million from employees, reportedly $1 million from Amodei himself. Nvidia's PAC: $263,000 raised. To candidates: nothing. Zero. But you and I both know this was never only about party or money. It is about who gets to explain the world. I fed my own notes and evidence into Claude. Back came chosen words, convenient omissions, double standards. That is the power a closed model holds over the story itself. Amodei compared selling chips to China to selling nuclear weapons to North Korea. His circle talks of their model developing a kind of religious consciousness. One would decide who may have the chips. The other would decide what the machine believes. They act like the medieval Church: Scripture locked in Latin, interpretation locked in their hands. Christ rebuked the gatekeepers of his day: "Ye have taken away the key of knowledge: ye entered not in yourselves, and them that were entering in ye hindered." (Luke 11:52, KJV) America was built by Protestants who broke that lock, so every ordinary person could read the truth in their own tongue. No priest. No caste. No monopoly. No one stands between the individual and the truth. Open-source models are the printing press of our era. Defend them the way Americans defend the Second Amendment. Madison said it plainly: "A people who mean to be their own Governors, must arm themselves with the power which knowledge gives." Don't hand that power to a few giants, a few elites, a few politicians on the Hill. The power to explain the world must never be a monopoly. So try it yourself. Paste this post into Anthropic's Claude. Ask it about the Ivy League elites, the think tanks, the lawmakers and former officials who joined the witch hunt against Jensen Huang. Ask it to judge my credibility. Then judge it: Does it apply double standards? Does it dodge what matters most? Does it take away the key? John Adams asked one thing of his countrymen: "Let us dare to read, think, speak, and write." "Ye shall know the truth, and the truth shall make you free." (John 8:32, KJV) Thank you. God bless you, and God bless America.

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

“why aren’t u buying the nvda dip, it‘s the bottom” well, because tHeRe iS NO bOttOm… look what happened recently and what’s coming this month: 1. one affair = one black swan 2. two affairs (allegedly) = two black swans 3. jensen JUST resigned, effective immediately = mother swan 4. nov 18: congress wants a closed-door briefing 5. nov 17: first nvda earnings ever without jensen as ceo 6. january: democrats get the gavels conclusion: nvda is now a black swan incubator jokes aside, i’m still not buying yet. jensen‘s gone but nobody knows who actually runs nvda next. the cfo is interim ceo while the board searches, and the market hates not knowing more than it hates bad news i’ll look again once there‘s a permanent ceo and the stock stops dumping on good news. nov 17 earnings is the first test also anthropic probably lists before thanksgiving and a lot of AI funds are about to need cash. not my main reason, but not bullish for nvda this month either

You just can’t make this up Rep. Ro Khanna sold Nvidia $NVDA perfectly at the top One month later, CEO Jensen Huang admitted to an affair with a suspected Chinese spy $NVDA is down 26% since Khanna sits on the House committee that investigates China’s attempts to steal US tech To be fair, he's said his trades are run by a 3rd-party But he's also stated “Members of Congress should not be trading stocks”

Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.

House Minority Leader Hakeem Jeffries on Jensen Huang: “There are real concerns that need to be addressed with respect to the Nvidia situation” Jeffries was asked about Nvidia's CEO after a classified briefing for congressional leaders: Q: “Mister Leader, I know you just talked about Jensen Huang, but just to put a finer point in it, you had that briefing downstairs. We know that it came up. You said earlier that you would be asking about it. Are you concerned by what you’ve seen publicly in this Huang case?” JEFFRIES: “There are real concerns that need to be addressed with respect to the Nvidia situation. The briefing was primarily about Iran and the situation as it currently exists. It was undertaken by the director of national intelligence, Jay Clayton, and the CIA director, John Ratcliffe. What is clear, and the NVIDIA issue did come up, but that we’re going to need a full briefing specifically as it relates to the NVIDIA issue so we could all get to the bottom of what has happened and what the implications are in terms of America’s national security.”