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Jensen Huang and his wife holding hands during his first public appearance since the reported resignation. ❤️ Despite all the noise, controversies, and public scrutiny, they still appear affectionate towards each other. Whatever happens in the corporate world, family and personal relationships remain an important part of life. After decades of building a global technology empire, perhaps this is a reminder that there's more to life than titles, wealth, and professional achievements. Success is great, but having someone who stands by you through different seasons of life is priceless. ❤️

Dylan Patel says Jensen personally talked tiny suppliers into letting Nvidia buy up their supply, and with him gone Google is already begging them for capacity "Jensen had complete foresight and understood the demand required and went to all of these executives, even of tiny companies where they only generate a few hundred million dollars of revenue but they have an important subcomponent." "He convinced them to let him buy the supply and build it all out..." "And now with Jensen gone, these companies are looking around the market and it's like, well, Google's begging for more capacity from the whole supply chain." "And without Jensen, can they maintain technology advantages given they're only a year ahead of their biggest competitors? It's not like the gap is massive."

Here’s the recap of @cz_binance’s fireside with Anthony Pompliano at Cantor Convergence in Miami: He showed up in Miami just weeks after the biggest hack in crypto history and still looked calm. No stress, no drama. Just there. What stood out: Trust gets built when things go wrong, not when everything is perfect. @cz_binance basically said resilience matters more than never getting hit. That’s how you actually move Bitcoin forward. He also talked about AI and regulation. “Any new technology will go through a phase we can’t make regulation ahead of time. It moves too fast.” Crypto already went through this. AI is going through it now. And security. The $6.3B hack showed the industry (and even banks) hasn’t been taking this seriously enough. AI is making attacks faster. The only real answer is fighting AI with AI and actually working together as an industry instead of everyone doing their own thing. No full recording out yet but @cz_binance said it should be somewhere. While most people are still panicking or pointing fingers, @cz_binance is still focused on the long game. Protecting users and building through the noise. That’s why a lot of us still trust him. 🔶

🚨 BREAKING: Usman Nurmagomedov and 5 other members of his team have been sentenced to 6 months in prison, fined $300K AED, and ordered to be deported after serving their sentences Merab and Saba were each fined $50K AED for "disturbing public security and assaulting others" The two people who filmed the brawl were also sentenced to 6 months in prison, fined $300K AED and ordered to be deported for "for violating privacy by using information technology to film and publish footage of the brawl" (via @ADJD_Official)

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Here’s why Jensen Huang did NOT fall for a “Chinese honeypot.” 1. China doesn’t actually want Nvdia chips. They ordered their biggest tech companies to CANCEL orders. 2. Almost 1 MILLION Nvidia chips are stranded in Hong Kong as China won’t let them in the mainland. 3. Nvidia itself said China tells customers to purchase and use “China-based competitors” 4. Commerce Secretary Howard Lutnick admitted it’s because using Nvidia gets China "addicted to the American technology stack” 5. Alice was DISOBEYING China by smuggling chips. Chinese authorities were INVESTIGATING her. 6. The ONLY source of her being a honey pot is “U.S. intelligence”. NO ONE knows what the intelligence actually is.. 7. The US Attorney General admitted the DOJ has NOT determined she was a spy… Fake news took down one of the most powerful CEOs in the world from the company he founded. Thats what happens to non-pedo billionaires.

President Trump says, "China and these people, they copy. They pirate so much. Here's a chip [NVIDIA] that's so complex, so brilliant, that you can't copy it." 🇺🇸 🇨🇳 China’s industrial model is organized around copying, pirating, and theft of Western intellectual property is simply the truth of the last forty years of global economic history, and saying it plainly used to be considered too impolite. Chinese technology sector was built on American or allied technology acquired through joint ventures, state directed cyber theft, academic infiltration, or outright corporate espionage.

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.

I’m 63 years old and retired from BlackRock. My annual income is 1.2 million dollars. My November advice 13th: $CRWV (CoreWeave) - Don't buy $SNDK (SanDisk) — Don’t buy $TSLA (Tesla) — Don’t buy $SPCX (SpaceX) — Buy at $139–$142 $NVDA (NVIDIA) — Buy at $163 –$168 $NBIS (NEBIUS) — Buy at $127–$131 $INTC (inrel) — Buy at $59–$62 $MU (Micron Technology) — Buy at $798–$815 People ask, Why don't you charge? I've made enough. Sharing is my passion, that's why I post for free.