Spotting social/economic trends before they happen and trading on them.
Joined August 2025
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$SPX 6900 by March, possibly by end of year if things really get crazy.
Jensen Huang, like many other extremely powerful people, was more than happy to be buddy buddy with Trump.
As I have been saying for over a year, when you use political relationships to create hype and send your stock parabolic, that exact same effect works in reverse as the political climate shifts.
That is a huge reason why I keep saying most of this AI trade is going to unwind.
It was built entirely upon vibes and political alliances, and the vibes turn sour fast when the politics change.
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Worth reading
Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington.
Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs.
Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles.
The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk.
Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure.
Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition.
The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in:
✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson.
✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms.
The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal.
The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty.
This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment:
1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split.
2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress.
3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal.
Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up.
White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.
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$nvda Jensen is done. No excuse for an affair with a subordinate.
155 incoming
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As someone still very short and shorted NQ within 6 hours of the all time high, I’m now seeing a lot of people on here assuming this thing rolls back over immediately. Most of these people were very late to short and piled on last week.
I’m not so sure. Not liking this rally one bit.
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Burn this into your brain.
The research is slop. It’s garbage. It serves as supporting data/plausible deniability for managers to hold a name they already like and to justify it.
0 alpha in it. This effect will get even worse in the coming years as the easy money dried up and not even passive gives decent returns anymore.
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When you ban short selling, you create memecoin type charts…charts that look like the Burj Khalifa.
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Technically, based on where the chart is, it will dump to 155 if he resigns. Maybe a couple weeks to get there. Day 1 is a lot harder. Probably does dump 3-5% the first hour that headline hits though if you can catch the news trade.
My favorite are the guys who are willing to baghold the AI names because the p/e was low and is now getting even lower
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@edzitron and @kakashiii111 you are both needed urgently
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All those chips that were definitely not being smuggled into China.
One day we might find out how bad it was
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And they are all doing the math calculating their future account values assuming 12-15% per year cagr forever lol
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Static (This is the Generational Top in Equities) retweeted
I don't have a problem with the approach per se. I do have a problem with how so many act like it doesnt have serious assumptions and risks. Coincidence the S&P 500 chart for marketing purposes starts around 1950? S&P as an index wasnt investable until 1978ish (Bogle). Proxy data goes back to at least 1928, why start in 1950? Probably cause the proxy dropped 86% and took almost 30 years to get even from 1920s to 1950s. But that doesn't work well for the marketing narrative. And so many nowadays act like ~9% is a money good God given right. What's worse is how insufferable they can be about it.