Ella Zhang (@ellazhang516)

In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming. The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment. @JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future. NVIDIA and the broader AI developer community still need his leadership and spirit of innovation. (Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened. We need a prediction market on this: when will Jensen be back?

Congrats to the 25 teams graduated from @EASYResidency S3! Our incubation is strictly thesis-driven. We don’t follow trends; we try to define categories. In Season 2, we focused on the prediction market, leading to the successful integration of and into the Binance ecosystem. For Season 3, we moved deeper into Agentic Finance. We looked for: •Next-Gen Oracles: to verify complex off-chain data without trust assumptions—we found Cournot; •On-Chain FX & Stablecoins: to reach the underserved in frontier markets, like USD-i/Issac—a neo-bank for 2 billion Muslim people—and Orbswap; •Sovereign Privacy: we discovered essential infrastructure like 0xBow and SilentSwap; •Exotic RWAs: and now we are moving beyond treasuries into new frontiers with Openstocks, Renaiss, and Gemint; •We are so excited about those AI Infra projects and Applications: Newsliquid, Bank of AI, Brief Tech, and Taco AI, and Functor; •Proprietary AMMs & Everyday DeFi: Innovative models from Lunarbase, Nemesis, Dapital, and PokerFi. Every team is building sth interesting, meaningful, and unique. We are going to work on Payment/Stablecoin/FX for theme for S4, exciting details will be released shortly. Builders, stay tuned.