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Four Leaders, One Vision: Adani Group Maps Out Succession Adani Group’s next-generation leadership structure brings together Pranav, Karan, Sagar and Jeet Adani under the G2 Leadership framework. Pranav focuses on urban infrastructure, natural resources and communications; Karan on ports, logistics and cement; Sagar on energy, transmission and finance; and Jeet on airports, AI, data centres, defence and metals. The transition comes as Adani Group operates across 20+ business verticals with nearly ₹3 lakh crore in FY26 revenue and over ₹17 lakh crore in listed market capitalisation.

Nvda这次换帅的消息已经落地，老黄被扫地出门，Colette Kress暂时接任Interim CEO。接下来市场交易的就是Management transition，以及CUDA生态和AI产品路线能否保持原来的竞争优势了。虽然长期我对Nvda依然bullish，200是基本的目标。但如果Ian Buck最终接任，我觉得会是不错的选择。他是CUDA核心开发者之一，对GPU架构，AI infrastructure和Hyperscalers需求都有很深的理解。NVDA未来的moat很大程度上就在CUDA和软硬件生态，这方面Buck有优势。Kress的强项在Finance，Capital Allocation和客户关系，做过渡期CEO也有她的价值，但长期还是需要很强的技术战略领导力。如果Cook如果接任CEO，短期市场可能交易供应链管理和运营效率改善，股价反弹240以上也有可能发生，但从长期的角度来看，Cook擅长供应链和硬件，AI对他来说完全就是跛脚的。如果在Cook的领导下的Nvda，应该也会慢慢的淡然失色，这并不是我并不看好Cook，而是AI对他来说本身就是不擅长的领域。Nvda已经不是当年单靠Jensen个人推动的小公司了，CUDA、Networking和Data Center业务都有成熟团队。所以短线换帅会增加Risk premium，但长期能否回到200甚至240，还是要看下周的Earnings，Forward EPS和下一代产品的情况。

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

Galxe is consolidating its team and brand under Gravity to accelerate the development and adoption of Gravity L1. Over the past five-plus years, we’ve helped pioneer Web3 questing and given projects new ways to connect with users and build communities. We’ve served 36 million users and supported more than 7,700 partner projects through campaigns, credentials, and loyalty programs, helping people discover new projects, contribute to their ecosystems, and earn recognition and rewards. We’re bringing that experience and the relationships built along the way into our work on Gravity. As part of this consolidation, we will wind down Galxe Quest, Galxe ID, Galxe Passport, and related services. Gravity will continue operating as usual, with no changes to the G token as part of this transition. Starting today, Spaces can no longer create new campaigns. New Galxe+ and Galxe Score subscriptions and Galxe Passport minting are also no longer available. December 5, 2026, will be the last day to participate in campaigns. No campaigns will remain active after that date. On December 15, 2026, campaign reward claims will close, and the entire Galxe website will switch to read-only mode. Please claim any outstanding campaign rewards before December 15. User assets remain safe, including Smart Savings balances, staked G that has not yet been withdrawn, and G tokens held in wallets on Gravity Alpha Mainnet. These assets will follow a separate claim process and timeline. We will publish the details and instructions in a follow-up announcement on our official X. Thank you to the users, builders, and partners who helped shape Galxe. We look forward to continuing to build with you on Gravity.

We need a name for this new paradox: the more bullshit in your job, the safer your job. That's the rule for the transition ahead of us, and math fell first because it had the least. Meanwhile, a Nobel laureate in economics forecasts that AI will replace only about 5% of human work within ten years (he called it a guesstimate). Nobody can falsify it before 2034. Until then, his job is safe :) (his forecast 👇)

This One Made Me Stop @RYFTCORP 4,444 supply. Free mint on @RobinhoodApp . Those alone would be enough to take a look, but the $NEURAL → $RYFT transition is what actually got my attention. RYFT is being built by @neutanent and @wilhelmsenchris, with a doxxed team behind the project and an existing ecosystem moving into a new identity. That’s a lot more interesting to me than a collection launching with nothing behind it. Free mint, real team, token transition. I’m keeping this one close.

Jonah Blake revealed that he turned an initial $100 to nearly $3,000 in under two days. "I am actually doing well on my perps. I'm up over $3,000 in the last day and a half" ​"I got $100 from Button and I've turned it into almost $3,000 just trading perps on Button" He plans to transition his perp trading to @Markets_xyz on desktop in the coming weeks. Blake emphasizes the financial value of growing a profile on Robinhood Socials, ​ ​"There's a lot of value and money in building your Robinhood Socials account, and this gives me some play money to start with"