milady
Joined August 2026
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DegenLedgerTech retweeted
This is a disaster. Multiple of my multimillionaire friends I met gaming in my youth work at $NVDA, all in senior positions, worked there a decade+, are talking about quitting bc they are post economic & were only working bc they liked Jensen.
This could be the end for $NVDA; unfortunately giving people who already own compute the ultimate advantage over those that dont own it yet.
Capitalism is breaking. Shareholders needed to vote on this. Because they didnt, **we may now see the emergence of intelligence monopolies**, where all data on earth is piped through just one or two companies, resulting in recursive self improvement (due to ever increasing data theft by those companies).
Fuck this shit. How is everyone so stupid: why do I live in the timeline where Jensen capitulates to obvious attempts by outsiders to take over and steal what he built?
Yes he is a piece of shit, but the future of civilization & capitalism (the only system to break despotism and globally boost quality of living for all participants) are both at stake here.
The largest risk AI poses is not the death of all humans. It is the ultimate concentration of power in the hands of one or two individuals, who could use it to enslave all humans. I hate this bullshit year so much, from the market manipulations of the Whitehouse, to the most blatant hostile takeover (not mutiny, 88% of $NVDA employees want Jensen to stay) I've ever seen. Bullshit year.
Extremely consensus (good thing, not a bad thing)
I also find it kinda odd every outlet still uses pictures of simons, its been over 2 years now?
Renaissance Technologies cut its Nvidia $NVDA stake by 99.7% in Q3, from 7.09M shares worth about $1.4B to just 23,170 shares.
It also disclosed a new $620M position in SpaceX.
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I'm pretty happy if this $HYPE/btc daily closes green. The weekly shown below is honestly looking pretty great overall. CFTC has announcements in the works if rumors are to be believed.
The bigger news of course is Jensen/NVIDIA however the small rally we see today and after NA-hours seems substantial so long as future fud is now gone after jewish takeover is complete. Remains to be seen with Jensen hiring a major law-firm and is not a man to go quietly.
NVIDIA stock will take quite a while to recover with that perhaps bad assumption but the time to be bearish was a month ago while rumors of US intel/frontier labs sharks circling and a loss of momentum in the stock, not now after the news.
Retail would love to short nvidia (this platform alone is filled with assblasted gamers that wrongly think jensen = bad because gpu costs are high, and they have disposable incomes and access to robinhood) and i think that keeps it at in a small band near clear technical support-turned-resistance the weeks to come.
Only other real coin I'm looking at is $ZEC for a scalp play this cycle. I absolutely hate the project but only a fool remains bearish in a bull 4yr cycle on a major asset with narrative strength. 800-650 seems good range depending on how chart develops.
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DegenLedgerTech retweeted
"In the event that Jenson is ousted - we might also see a relief rally for NVDA" - this was my way of playing for a 10x return on an $NVDA relief rally. Despite $NVDA being down close to 11%, SPX was only down 40bps ... what happens if $NVDA retraces those losses?
Pre market thoughts 12 Nov 26
Yet another Jenson affair hit the tape after it seemed like the Chinese spy affair allegations were too sus/had no staying power. Travis Kalanick of Uber also posted a note 2 days prior that seems very prophetic now (xitter.cf/travisk/status/2119869…). Indeed at this point, there is a CONCERTED effort to get Jenson out of NVDA - the firm that he built. What is the value of NVDA without Jenson? I argue its alot closer to 0 than the current valuation. Simply because - of the vast relationships that Jenson solely holds. For example, did you know that there is no contract between TSMC and NVDA? lmao
That said, markets are pricing Jenson to leave/ be ousted at 80% - I think the odds are closer to that Jenson stays. I cannot imagine the board/the company trying to oust Jenson - that's literally cutting off its own balls.
Oh wait. Sorry the dems won - i need to be more politically correct in my notes now.
Well, that's cutting off its own hands!
IF however, i am right - this would probably bring a strong relief rally into NVDA and also consequently NDX. In the event that Jenson is ousted - we might also see a relief rally for NVDA - this is because next year's sales are already pretty much locked in and NVDA's valuation is super compelling - you will get value buyers who will swoop in. However, i would trim on such a rally. Once a founder led company is ousted and a professional manager steps in - they will never have the same energy and intensity to compete.
On Neoclouds - all eyes are on NBIS earnings pre market. I would be looking for the company's guidance on next year's ARR as well as revenue and other contract metrics like how much are they able to sell compute for as well as the terms. Things like Token factory as well as the PLTR partnership would be very consequential too - though it is NOT being priced by the market at this point in time.
On memory, both MU and SNDK made strong gains in yesterday's market. The resolution of NVDA will probably decide the next leg for the memory tickers.
For crypto, PA continues to be uninspiring. Sentiment is also down alongside alts. The DCB was extremely weak vs what played out in tradfi and semis. At this point, i would heavily lean cautious and reduce my activity further.
Good luck!
After Jobs stepped down (and at least named his own successor), Apple fell into massive technical irrelevancy but were carried for several years first on their momentum and then by sustained, non-innovative products like the 'iphone version 6 million' and several key startup acquisitions. This was possible because goys and 3rd worlders loved their product.
NVIDIA doesn't fit this moat. They will survive and carry on from their technical momentum but this is unsustainable, especially as it is inevitable that the real minds behind all of NVIDIA's tech and the relationships Jensen personally had, flees for greener pastures. NVIDIA is also not a consumer hardware company.
Today we ask: "Wow, how did Apple drop the AI ball so badly when they had Siri in 2011?"
Tomorrow we will ask: "Wow, how did NVIDIA drop the AI ball so badly when they had CUDA in 2007?"
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/n…
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As of this morning nvidia is no longer cheap. Follow closely any major personel movements away from nvidia to better places. Block any mouthbreathing brown trying to quote forward p/e to you. CUDA moat is not going to last forever.
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You can just feel when the goy oozes out of people. This post disgusts me beyond belief.
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god forbid a man have a hobby these days...
JUST IN: Nvidia CEO Jensen Huang had another affair with an $NVDA executive, NYT reports.
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I've been bear-posting projects I hate but never allow yourself to fall for recency bias.
Fundamentals: Massive capital is going to flow into the space in the coming years and BTC hasn't been dethroned in its entire history, nor is it going to be, despite what ETH/ZEC/Revenue token shillers may say in their most bullish scenarios.
Chart: Looks almost textbook parabola during a beautifully timed bear-market 1+ year, 4yr cycle pullback.
Never doom.
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$zec trading like its a dogshit useless boomercoin that has no value proposition and is entirely narrative driven which has recently turned negative
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