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Can a CEO’s personal life really damage a company’s long-term performance? Rodney points to Jeff Bezos and the chairman of SK Group as examples of executives whose companies continued growing after their extramarital affairs became public. @domwoods also reveals that if a company has strong fundamentals, a CEO’s personal scandal doesn’t necessarily derail its long-term performance. Scandals make headlines. Strong businesses keep building. 📈 w/: @cryptojourneyrs

🇺🇸🇨🇳 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

You're tellin me in 24 hrs, the NVidia CEO steps down in a spy scandal, all of Microsoft & Outlook goes down globally, a building collapses in NYC, a Tanker sinks a River cruise ship in New Orleans and now the FAA has grounded ALL flights across the country?! WTF is going on??

I analyzed eleven New York Times reports on the Jensen Huang story. Most notably, NYT makes the "spy" claim 30 times in these 11 reports. The original report cites unnamed officials who had been "briefed" on the intelligence. Not who had seen it themselves -- but who had been "briefed". This is a game of telephone with plausible deniability. Nobody named. No specific details of the intelligence used to draw the conclusion that the woman was a spy. Anonymous "officials" "briefed". This was used to try to take Jensen Huang down. When that didn't work, journalists resorted to viciously digging up and scandal mongering about Jensen Huang's other alleged affairs. Then he was removed as CEO. Without an investigation. Without due process. And now officials and intelligence agencies are contesting the New York Times characterization. This is unethical. It is unjust. It is an absolute disgrace. If anyone should resign now, it is Nvidia's board who aggressively removed Jensen Huang without an investigation, after he gave decades of his life to make the company what it is. And any investigation that proceeds from here should involved not just the "spy" claim, but the New York Times -- who has engaged in potentially unethical behavior. Jensen Huang deserves due process -- not mob justice. He deserves respect for everything he has done for technology and America -- not a disgraceful removal after anonymous, unsubstantiated allegations, several parties removed from the source.

🚨 JUST IN: President Trump reveals ex-Nvidia CEO Jensen Huang CALLED HIM amid the Chinese spy affair scandal "He called me...he said, what I've done to my wife and family..." "I think Tim Cook would be a great candidate to run Nvidia." "I can tell you this: somehow, [Huang will] end up in his feet." "I spoke to him — he's going through hell. What he feels most badly about is his wife and family. That's what he told me." Nvidia's board has named CFO Colette Kress INTERIM CEO while it searches for a permanent replacement The woman at the center of it, Alice Huang, is suspected of working for China's MINISTRY OF STATE SECURITY She's also accused of helping move Nvidia chips to Chinese firms in violation of U.S. EXPORT CONTROLS.

Breaking: Renaissance Technologies just filed its Q3 2026 13F They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal Here’s everything you need to know about its recent 13F Top 10 positions: 1. Micron $MU: $1.62B 2. Advanced Micro Devices $AMD: $1.21B 3. United Therapeutics $UTHR: $908M 4. Intel $INTC: $835M 5. Alphabet $GOOGL: $828M 6. UnitedHealth $UNH: $817M 7. Exelixis $EXEL: $747M 8. VeriSign $VRSN: $649M 9. SpaceX $SPCX: $621M 10. Corcept Therapeutics $CORT: $559M New positions: • SpaceX $SPCX: $621M • Bank of America $BAC: $351M • Goldman Sachs $GS: $245M • VanEck Semiconductor ETF $SMH: $186M • Booking Holdings $BKNG: $183M Biggest adds: • SanDisk $SNDK: +5,451% shares • Micron $MU: +619% shares • UnitedHealth $UNH: +507% shares • Advanced Micro Devices $AMD: +140% shares Biggest trims: • Nvidia $NVDA: -99.7% shares, was $1.42B • Meta $META: -99.9% shares, was $1.14B • Apple $AAPL: -99.8% shares, was $459M • Amazon $AMZN: -99.5% shares, was $546M • Palantir $PLTR: -71% shares, was $883M Full exits: • Blackstone $BX: was $185M • S&P 500 ETF $SPY: was $164M • Marvell $MRVL: was $151M • Danaher $DHR: was $145M Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX

Jensen Huang resigned effective immediately as President, CEO, and board member of Nvidia. 🇺🇸 Set aside the scandal that cost him his job for a moment and consider what Jensen Huang actually built. He leaves behind the first company in human history to reach a $5 trillion valuation, the undisputed engine room of the artificial intelligence revolution, and a chip architecture that powers virtually every major AI breakthrough. Thank you Jensen. 🙏

Our message to Nvidia's board: Do not fire Jensen Huang. There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution. First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost. A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view. Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment. The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter. Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say. In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal. We believe Jensen Huang's potential removal as CEO is now ~80% priced in. Why take an action with massive downside potential when the market has already priced in much of that risk? The downside of retaining Huang may be limited, while the potential upside is tremendous. Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021. Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success. We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly. Once the dust settles, firing Jensen Huang would prove to be a costly mistake. It is time to pause and consult your shareholders.

The whole Jensen thing feel too well coordinated and targeted. If I have to guess this is the most bipartisan agenda can be aligned by China hawks from both sides, and considering TSMC is a highly Huang aligned (Morris once invited Jensen to take over TSMC back in 2013 and the personal bonds are extraordinarily strong btwn the two) and most critical manufacturing chokepoint for semis. so Jensen is unusually embedded across both sides of the China-Taiwan-US AI stack. the preferred endgame for Washington its a CEO with less personal exposure to China/TW, fewer cross-strait ties that can be politically weaponized, and more predictable alignment with US culture and deep state not saying the underlying allegations were totally manufactured. the scandal can be real while the political uptake is still remarkably coordinated. America politician can call itself post racial, but power is never post tribal. Nothing can close the gaps across the American establishment faster than someone who can be framed as "not one of us"