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2015 — You missed NVIDIA. 2016 — You missed Tesla. 2017 — You missed Bitcoin’s breakout. 2018 — You missed Amazon. 2019 — You missed Microsoft. 2020 — You missed Apple. 2021 — You missed Tesla’s second run. 2022 — You missed NVIDIA’s AI ignition. 2023 — You missed Super Micro. 2024 — You missed Broadcom. 2025 — You missed Palantir. 2026 — What are you still missing?

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

Dylan Patel says Nvidia’s next CEO has to hold off OpenAI, Broadcom, Google, Anthropic, Meta, Amazon, and AMD chip teams, who are all 'fucking good' “It’s not like you’re fighting, no knocks against Palo Alto Networks, but their competitors are not that amazing, versus Nvidia’s fighting an OpenAI chip team, a Broadcom chip team, a Google chip team, an Anthropic chip team, a Meta chip team, Amazon chip team. These guys are fucking good. AMD. They’re all really good, and all these startups.” “They’re all good. It’s not like they’re incompetent. I think it’s very different. As great as Lisa Su is, she took down Intel, who’s incompetent.” “What is the person who defined a category and created it and kept all the invaders at bay? It’s very different than being second place or making smart tactical business decisions, innovating on something once there’s already a category established. It’s just very different.”

Today we're launching ci-proto, @Continu_Intel's first time-series foundation model. - #1# on fev-bench, ahead of Google, Amazon and Mistral - 64× the context window of others - Open weights and available for commercial use Proud of the team. This is just the beginning.

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.

果然，赚钱最快的方法之一，就是当二道贩子。 1、有人专门盯 TikTok Shop、Amazon 的热门商品。 国外什么东西突然火了，就去1688、拼多多找同款货源，再拿到闲鱼、小红书上卖。 2、有人天天研究 Etsy、Gumroad。 看什么数字产品卖得好，比如 Notion 模板、Canva 模板、简历模板、旅行计划表。 研究完国内需求，重新做个中文版，挂到闲鱼、小红书卖。 3、有人每天蹲 Product Hunt、GitHub、Reddit。 发现好用的AI工具、工作流，就立刻整理成中文教程、提示词包、工作流模板，再去国内平台变现。 4、有人在 Fiverr、Upwork 上接单。 Logo设计、PPT、短视频剪辑、翻译。 接到单以后，再找国内自由职业者完成，或者用AI处理大部分工作。 自己只负责对接客户，赚中间差价。 5、有人专门研究 YouTube、Reddit 上的冷门教程。 AI、宠物、摄影、旅行、健身。 把国外已经验证过的内容重新整理成中文，发到抖音、小红书，再通过广告、带货、课程赚钱。 6、有人在拼多多、1688上找冷门高利润商品。 自己根本不囤货，直接挂到闲鱼。 有人下单，再去上家采购。 有时候连商品实物都没见过，差价已经赚到了。 7、有人用AI制作壁纸、海报、贴纸、婚礼邀请函、PPT素材。 整理成数字产品，挂到 Etsy、Gumroad。 一套东西做好以后，可以重复卖几百次、几千次。 8、有人专门研究国外已经跑通的小生意。 国外有人做AI代运营，就在国内给餐饮店、美容店、民宿做。 国外有人卖旅行攻略，就去小红书接定制攻略。 国外有人卖各种模板，就重新做成本土化版本。 你会发现，很多生意根本没有那么神秘。 无非就是： 这里的信息，那里的人不知道。 这里卖得便宜，那里有人愿意高价买。 这里已经验证过，换个平台再做一遍。 普通人想赚钱，很多时候根本不需要发明一个新东西。 只需要发现别人没注意到的信息差。

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.

2018 年 8 月 2 日，Apple 市值突破一万亿（1T）美元，成为全球第一家万亿俱乐部成员，在此之前，一万亿美元对于大部分公司来说都是不可想象的市值；9 月 4 日，Amazon 成为第二家市值突破万亿的公司；2019年，Microsoft 成为第三家；今天，共有 16 家公司市值在万亿以上，甚至马斯克的个人身价就已经达到一万亿。 全球经济在增长，货币在贬值，而市场估值又有很强的“锚定效应”，当一家公司越过这个门槛的时候，市场很快就把第二家、第三家推上去。 Nvidia 目前市值 5.8T，在未来 3-5 年，我们很可能见证全球第一家市值突破 10T 的公司出现，第二家、第三家 10T 的公司也会随后而来；未来 10 年，万亿俱乐部会被十万亿俱乐部取代。 因此，我的朋友，你应该打开格局，以 10 年 10T 的目标来寻找下一家能够进入 10T 俱乐部的公司/资产，而这样资产可能有很多个。