lol holy shit. forget what i said on pivot yesterday and tech report today, Jensen is toast
a second affair has hit jensen's tower
https://www.nytimes.com/2026/11/11/technology/jensen-huang-nvidia-affair.html
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@davidgerard A foreign spy smuggling chips *and* a direct subordinate? Jensen Huang really knows how to pick 'em!
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@davidgerard he is going full MAGA/AF even before dust settled to redeem himself, isn't he.
@davidgerard
My Q: why the hell do wealthy men like Jensen Huang fuck around with subordinates and Chinese spies when professional, discreet, extremely attractive prostitutes exist? Yes, yes, many of them get off on the power of having an affair with someone beneath them, but a lot of it is just sex too, and it is possible to get sex without blowing up your whole freaking life (and company).
@davidgerard I hate that the focus is on the affairs, rather than the corruption stemming from them.
Nvidia sold almost $5B worth of China-embargoed gpus to Megaspeed (the company his first affair was CEO of) and they went straight to China. Jensen illegally sent even more gpus to China via other channels.
These are jailable offences.
Also a significant % of Nvidia revenues. Of course the share market is going to crash - the largest stock on the NASDAQ is there because of illegal sales!
@davidgerard some PLEASE photoshop jensen's face over bush's. Id do it myself but im on the train home
@davidgerard when Linus Torvalds said "fuck you nvidia" this is not what he meant
yeah jensen is toast, Nvidia is kicking him
https://www.wsj.com/business/nvidia-is-preparing-to-oust-nvidia-ceo-jensen-huang-30f421ad
i think it was fucking his report that was the last straw
anyway! I predict Nvidia now has to work out how the fuck Jensen did anything, and find someone to do all that shit.
i think the Nvidia stock price is in danger until they reorganise the co. *not* around Jensen
and a whole shitload of AI bubble deals are no longer being held up by Jensen. should be fun.
@davidgerard got a non-paywalled link? 
@davidgerard Nvidia is going to go down a lot before it goes back up, the AI bubble is going to do a lot of lasting damage
nvda down 10% in fake after hours trading
let's see what 9:30am EST brings
@davidgerard But hey, now all the people dumping their Nvidia stock have cash to put into Anthropic's IPO next week(?) at a valuation of $?.
@ids1024 they'll be falling over themselves to pay $___ a share on the __ of November
@davidgerard Austin Powers: The Spy Who Shagged Me made ~$300m at the box office. Which is, so far, about 5% of what Jensen's extra-curricular activities has cost the company's stock.
In fairness, this is more entertainment than the movie.
@davidgerard omg the after hours trading on nvda is 
@davidgerard breaking: NVIDIA looking to get into the multi-trillion high-end leather jacket repossession market
@davidgerard the board is going to have a problem. Kicking him out means figuring out what shady nonsense he's done. And it's clear he has bad judgment so some of that shady nonsense is likely to have tipped over into illegality
Also if there's two there are bound to be more coming out. So the likely have to bounce him whether they want to deal with it or not
@davidgerard man, this makes the news of SoftBank canceling multiple gigawatts of gas turbine orders look kinda tame.
@davidgerard Being a multi-customer business is safer than tying a company to one or two "big customers" and nvidia is basically fucked for fucking over the "common consumer"
@davidgerard The market doesn't seem to be especially good at pricing in the risk involved in a company being too dependent on one 63 year old guy.
If Satya Nadella is suddenly eaten by a kraken on a yachting trip, I presume Microsoft can keep running without that much interruption of chaos. But Nvidia may be more of a mess. (To say nothing of Musk's companies.)
@davidgerard Everyone at the core of Nvidia has been with Jensen since the early days, if he goes it'll be really really messy because I imagine a bunch of other people are going to suddenly remember they don't have to bother to come to work.
@davidgerard the timing on some of this is real sus, too. fresh reporting from axios writes that last thursday lutnick and bessent talked about megaspeed not being included on commerce exclusion list
wonder wtf is going on
@froztbyte i think it's simply trump not being sufficient to protect jensen any more
and once one affair comes out, the other ten do
@davidgerard @froztbyte we're still counting ballots and heads are already rolling. We havn't seen the full fallout of trumps fall from grace yet. It's just starting
@froztbyte @davidgerard folks who were worried about crossing Trump are now worried about covering his ass and so are leaking like sieves to say they weren't the ones who did it?
Lutnick is going to be up in front of Congress and if he covered up for Trump on this it'll be his head. Bessant wants it on record he didn't even know until he read it in the paper I would bet
Maybe if the spy was cheating on him with someone, and then that someone was cheating with Huang's wife, then, by the logic of his own deals
*hand flourish*
They're all faithful.
@davidgerard speaking of spicy AutoCarrot company deals (loans), how many of them are priced in NVDA shares?
@davidgerard Tim Apple is free. Nvidia RTX Vision 20/20 headset! Touch bars for GPUs!
Jensen Huang, more like Jensen Wang, amirite
@davidgerard granted I haven't read the article yet but I would've thought the problem was the Chinese spy and potential collusion into selling chips to China, rather than the affair, so a second in-house (lol) affair wouldn't mean much.
At the same time, one company I worked at had their CEO step down because he got the head of HR pregnant
let's run a pool to guess how many GF are under the bed?
@davidgerard sounds like it's joever as fuck.
@davidgerard They may try move him to the board like they did with Gates before he had to leave all together.
@davidgerard Milquetoast