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And, so it begins.
The Billionaire Oligarchs are hiring heavy weight (literally look at @jontester) Dems to push their phoney narratives. @PalantirTech @ssankar
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Actually, the more I watch Nick’s rants the more I’m turned off by him. He reminds me of someone dealing with severe autism. I wish his parents would speak up and tell him to pipe down. He has serious delusions of grandeur. 📖
This group of incels need to read the above article. At the very least, read this paragraph if you have at least one brain cell remaining:
“We keep being told younger Americans have lost the ability to talk to each other — that we've raised a generation incapable of disagreement without contempt.
Mason and Will, the two Harvard Law students behind Approach the Bench, are quiet evidence to the contrary.
Watch an episode and you'll find three people — two hosts and a guest — who often hold genuinely different views on hard questions. They don't paper over those differences. They don't hide who they are or pretend their convictions don't matter. And yet they manage something rarer than civility: they actually find commonality, and sometimes even agreement, by listening hard and arguing well.”
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Max Castroparedes retweeted
Jensen Huang should resign.
As I told @BusinessInsider's @saraheneedleman, I don't see how he can stay on as CEO of Nvidia.
I understand to most shareholders this will seem unimaginable. The man personally built the American semiconductor industry. He created Nvidia, conceived of the GPU, and scaled it into the backbone of the modern intelligence economy. He has personally run the company for 30+ years, commanding an incredible number of direct reports and directly overseeing every aspect of the company's operations.
But this is a truly extraordinary case—an immense misjudgment that opened the company up to unimaginable reputational and legal liability, which will continue to haunt it in the eyes of Republicans and Democrats alike.
And so, for the first time in its history, the board really does need to distinguish between the interests of Jensen Huang the man, and the $4 trillion company he's created.
It's not just that the CEO of the world's largest company engaged in an extramarital affair. He did so with a customer—posing a massive conflict of interest.
It's also clear this was more than a "potential" conflict of interest. The New York Times is reporting that, in addition to shipping Megaspeed huge quantities of its AI chips, Nvidia—under Mr. Huang's supervision—actually did attempt to intervene in the U.S. government's criminal investigation of that customer, Mr. Huang's girlfriend. This was a massive betrayal of President Trump's trust.
And it wasn't just any customer. It was a woman allegedly operating as a spy for China's intelligence service—running a company that served as a middle-man for one of China's largest AI labs (Alibaba). And both the Commerce Department and the Department of Justice seem to believe this may have been happening in violation of U.S. law.
We don't know what information might have been shared in the course of Mr. Huang's personal relationship—be it about Nvidia, its products, its customers, or senior officials across the Trump administration. If I were a major Nvidia partner today, I would be asking questions about what kind of information about my company might have been inadvertently shared with Ms. Huang.
We can't trust Nvidia to conduct or abide a truly independent investigation. Under Mr. Huang's supervision, representatives from the company have made statements about this case that we now know to be false.
It really doesn't matter what you think of the merits of American export control policy, or whether you agree with Jensen about open-source. This was a betrayal of Nvidia's shareholders, its customers, American security interests, and potentially U.S. law.
The company deserves better. The semiconductor industry deserves better. And so I believe, for the first time in its history, Nvidia needs to seriously consider new leadership and a post-Jensen governance plan.
businessinsider.com/jensen-h…
📖🇺🇸🙏
STEVE BANNON: I have been calling Nvidia from the beginning. Jensen Huang, who every picture you see sitting next to the President, I've called him a agent of influence for the Chinese Communist Party, that he's gotta stop selling black market chips to the Chinese that he knows are being sold.
And now, oh gosh, look what happened. You know, they've called him out on it. He's been caught. @StevenEdginton
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Max Castroparedes retweeted
STEVE BANNON: I have been calling Nvidia from the beginning. Jensen Huang, who every picture you see sitting next to the President, I've called him a agent of influence for the Chinese Communist Party, that he's gotta stop selling black market chips to the Chinese that he knows are being sold.
And now, oh gosh, look what happened. You know, they've called him out on it. He's been caught. @StevenEdginton
Max Castroparedes retweeted
Two points here at @Edison_Electric conference:
NVDA / Huang scandal being seen as potential POSITIVE for others in AI and chips and data centers. Stocks up across board.
NO ONE pulling electricity demand growth estimates lower. If data centers aren’t built in one state, they’ll be built in another.
See you on @PowerLunch in a few
Max Castroparedes retweeted
John McEntee asks his followers if he should return to making TikToks while on his way to get morning Texas barbecue:
Max Castroparedes retweeted
Coming to Miami in 2030.
Invest In Miami's Future, Now. Inquire for 1-4 Bedroom Options Below. Starting at $2.5M.
Max Castroparedes retweeted
House Democrats will relentlessly focus on Affordability, Accountability and American values.
Lower costs. Hold the crooks accountable. Put the American people first.
Max Castroparedes retweeted
Jensen: the key man in the market.
chart via @business
Max Castroparedes retweeted
New York Times: An investigation into Megaspeed, a Singapore company that was buying advanced Nvidia A.I. chips, was transferred to the Justice Department after a top Nvidia executive reached out to Commerce Department officials.
We do not need more data centers right now.
We need @JensenHuang to resign. 🇺🇸
JUST IN: Bipartisan Senate bill could fast-track AI data center construction across the U.S., with lawmakers reportedly considering a vote as early as next week.
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Nvidia investors rush to keep Jensen despite private disappointment axios.com/2026/11/09/nvidia-…


















