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What?! So journalists with sketchy motives portrayed rumors from god-knows-who (lobbyists?) as facts sourced from intelligence officials and gaslit the NVIDIA board to push out the founder, CEO, and once-in-generation visionary? This raises serious corporate governance issues.

🚨 The next 36 hours could turn into a nightmare for global markets. Three major things are coming together, and any one of them could trigger another massive selloff. FIRST, NVIDIA. Rumors are growing that Jensen Huang could be removed as CEO. Nothing is confirmed, but if NVIDIA loses the man who built the company, it could seriously damage confidence in the entire AI trade. And right now, AI stocks are the biggest drivers of global markets. SECOND, BITCOIN IS FACING ANOTHER MAJOR THREAT. MSCI will exclude Strategy and other crypto treasury companies from its indexes, forcing index funds to sell their shares. Meanwhile, STRC is trading below its $100 target price, making it harder for Strategy to raise fresh money through that route to buy more Bitcoin. That could put one of Bitcoin's biggest corporate buyers on the sidelines. THIRD, TOMORROW'S PPI INFLATION REPORT. CPI has already come in hotter than expected. Another inflation surprise could increase fears of a larger Fed rate hike. And with the US-Iran conflict still unresolved and Trump calling for no deal with Iran, markets are already dealing with enough uncertainty, and any surprise could be a disaster.

Wild rumor coming out of China this morning on DeepSeek V5: DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model. And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming. If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.

Zendaya and Jacob Elordi are suddenly at the center of cheating rumors after a viral concert clip. 😬 Now people are dragging Tom Holland into it too — but is any of it actually real?

For over two years, she has been defaming me. Many players were shocked by her one-sided account. I stayed in Asia and could not return to the US to confront her. Only my closest friends would relay these rumors, so I found out about them very late in the game. When it comes to maneuvering, scheming, manipulating poker games, and reading human nature, she is leagues ahead — truly an expert at this. I once lived by the old saying: Take a step back, and you will find boundless space. On top of that, the poker world itself sits on the fringes of the gray zone. Perhaps she has made too many enemies, which eventually led to her dispute with Cye. I had no intention of reopening this old incident from 2023.