NowhereSafe

潘行长的“Whatever it takes”时刻 Governor Pan's"Whatever It Takes" Moment

We popped in to let Cindy know she lost. Congrats Scott Colom on being the first Black Senator in Mississippi since 1881.

看来是低估了，在美股上市公司里CEO与女下属婚外情是非常严重恶劣的事件，是职业杀手级别的事件，不只是私德问题。美国企业界，特别是大型公众公司对高层与下属的私人关系容忍度极低，董事会通常以治理和声誉为由快速行动而非单纯因业绩问题。梳理了下过去二十多年里但凡美股上市公司CEO被爆出来与公司内部女下属婚外情一旦被确认，基本上这些CEO要么被解雇要么主动辞职。

Imagine thinking this is how America wins

$NVDA: Let's say Jensen Huang slept with 10 different women...let's say 20. Does it change anything? I thought the big deal was that he slept with a spy. Now consensual sex is an issue too? The coordinated effort to smear and attack an icon is an obvious ploy to take him out as head of $NVDA ... But by whom? I want an investigation into THAT!

Jensen was cheating on the Chinese spy too?

China's shadowy "United Front Work Department" uses an AI powered Big-Data Center at Jinan University to help with expansion of its global influence operations, internal documents reveal. A 160 sqm installation, including six departments use mass OSINT collection and analysis to expand the Communist Party's reach around the world. 🧵 1/6

【Gemini 4 Carbon】震惊！一场跨越6000多年的鹈鹕骑车测试作品 这真的是我见过的，最最最最牛逼的鹈鹕骑车测试：

一点不奇怪，你去读读美利坚四百年的近代史和现代史。 美国一直是扩张性帝国，容不得竞争对手。 中国人得有多蠢，相信美国人容得下自己变强？ 可以变富，不能变强。 但变富了就变强了。 很简单，你让华尔街入股。 华尔街不仅仅控制着美国五百强，还控制着日本韩国台湾的经济命脉。 现在华尔街只不过拥有字节的一部分，这还不算不上核心技术公司，换几家台积电这样的。 中美就会和谐，然后变成民主国家，华尔街与军工复合体、硅谷资本、南方石油财团对中国说了算。 中美一定是夫妻。 问题是你考虑中国的权贵利益了吗？ 不是所有的权贵都想去美国摆放老婆孩子票子的，那是二等公民，寓公而已，他们还想做人上人。 简单伐啦？ 然后我问你，这两种结果，跟你我这种屁民有关系吗？

We believe if Jensen was removed as CEO, Nvidia is worth a lot less (25%-30%) as a company/stock and would change the future direction of the company and create a dramatically different competitive environment around AI GPUs globally especially for China. ~15% chance he removed (as of now) in our view

Nvidia’s general counsel intervened in a US government probe of suspected smuggling of AI chips by Megaspeed International, questioning whether the Trump admin played a role in detaining Alice Huang: BBG This is getting worse by the minute

ICYMI: Chairman @RepMoolenaar, Chairman @RepBrianMast, and Chairman @RepRickCrawford have sent a letter to NVIDIA CEO @JensenHuang asking him to appear before their three committees this month. The letter expresses concerns over NVIDIA’s security protocols against foreign adversary espionage and Mr. Huang’s reported ties to a Chinese intelligence-linked executive of a Singapore-based data center company.

iPhone Duo简直是phone of meme。要壁纸的评论区👇 #jensen #JensenHuang

I'm seeing a pattern here