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Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26. There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year. For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP. From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell. Stay nimble and best of luck.

200美元，9小时，一支完整的音乐视频。 有人先让 Claude 刷了一遍 TikTok，然后给它200美元，只提了一个要求：做一支 MV。 9小时后，Claude 带着《Watch Me Till The End》回来了。 看完只剩一句：“我完了，哈哈哈哈😭”

Joe Mazzulla on reports of the Celtics vibes being high at training camp "Every team you lead is the most together team right now. Because we haven't traveled. No one's gotten benched. No one's been on a losing streak. No one's gotten blamed in the media. No one's had to go stand in the corner for 10 minutes and not get the ball. So, you learn those things as the season goes on, and you just learn how to work through those things together. And you can't simulate those. It just comes with time. And so, right now I would say all 30 teams feel great about themselves, and we got to wait till adversity hits. And adversity is even a strong word. There's nothing really adverse about playing in the NBA. But we got to wait until stuff doesn't go your way, and then you got to figure out who we are and how we're going to be at our best." (Via @NoaDalzell)

🔥Auction live for this frame by frame animation. Thank you so much @cs_barbz for the bid. Your support since the beginning of my way means a lot! "I'll share every moment of this world with you. Every memory, every piece of wisdom, and all of time. We will walk through this whispering forest, where the trees remember everyone who came before us. When we disappear, they will stay here, keeping our memories alive. But for now, let's walk this path together". 22h till the end👇

IG rly liked part 1 :) so here are part 2 photos from the Los Angeles Riftbound RQ #RQLA# Hope I made my friends look pretty 😈 l also did have to stay up till 130am 😭 so i’m rly sorry if i sounded or looked rly dead when yall said hi to me How'd the photos turn out? And let me know there's other players you want me to make look pretty at future Riftbound Regional Qualifier~ #RQLA# #riftbound# #photography# #photographer#