markets and degen trading 👨💻ex-palantir 🎓dropped out
nyc
Joined November 2025
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there’s the bottom signal $nvda
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prolly bottoms here
$NVDA - NVIDIA BOARD REPORTEDLY PREPARING TO OUST CEO JENSEN HUANG
Nvidia is reportedly preparing to remove founder and CEO Jensen Huang following revelations of two extramarital affairs, including one involving a suspected Chinese intelligence operative.
The board could meet as soon as today to decide Huang's future, according to people familiar with the matter.
No final decision or official announcement has been confirmed.
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jensen bangs a spy -> stock drops
jensen bangs an employee -> stock drops
so the problem wasn't that she was a spy
the problem is that jensen is banging ?? let the man have sex bruh
NVIDIA CEO JENSEN HUANG HAD SECOND ALLEGED AFFAIR WITH COMPANY EXECUTIVE
Nvidia ($NVDA ) CEO Jensen Huang reportedly had an extramarital relationship with Kimberly Powell, the company's VP of Healthcare, according to five former employees cited by The New York Times.
The two were reportedly seen being affectionate at Nvidia's March conference, raising potential conflict-of-interest concerns.
The allegations emerge as Nvidia's board investigates Huang's separate affair with a woman US intelligence identified as a suspected Chinese spy.
Nvidia declined to comment on the new report.
the $rblx pump on fintwit is gonna go hard
AI game development is exploding on Roblox:
- An growing share of top games were launched in the last 90 days
- Roblox MCP daily users are exploding
- An increasing fraction of game development time is spent using AI
- Asset uploads are shooting up
In other words, people are using AI to make games, and other people are actually playing them.
More charts: a16z.news/p/charts-of-the-we…
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well. we got a post midterm shakeout.
is it time to full port long and afk for 6 months for that 19/19 double digit growth for SPY on midterm years statistic?
or will there be more shakeouts?
at some point $crwv will hit an inflection point where they slow down on capex. likely when compute market is balancing out supply/demand. this would mean more of the OCF can go to FCF. then they need to maintain ~25% operating margin, and durability of unit economics need to be proven.
but the slowdown in top-line growth will already be reflected in the market cap because of how much dilution it took to get there, resulting from investors selling / shorting.
wow. the stock was way cooler 1 year ago than now.
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