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When you are willing to play stupid ass games don't be surprised when you win stupid ass prizes. – at Miami, FL
Victor retweeted
JUST IN: Employees at TSMC have raised a leather jacket at half mast outside a Taiwan fab.
Victor retweeted
jensen you dawg you 👀
*NVIDIA (NVDA) CEO JENSEN HUANG HAD AFFAIR WITH SUBORDINATE VP: NYT
*HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA (NVDA) HEALTH CARE VP KIMBERLY POWELL
*HUANG HUNG UP ON NYT INQUIRY; NVIDIA (NVDA) DECLINED COMMENT
$NVDA
Victor retweeted
The next 24 hrs we will see renewed memes on Jensen Huang.
This is unbelievable!
Bro who didn’t he sleep with!?
I better ask my mom.
#wedhumor
Victor retweeted
People getting margin called left and right because this dork can’t stop banging his interns 😭☠️🥀
Nvidia's Jensen Huang allegedly caught on camera being affectionate with Nvidia’s vice president of health care, according to The New York Times.
The report comes after he was accused of having a relationship with an alleged Chinese spy.
Huang is now also accused of having an extramarital relationship with Nvidia’s vice president of health care, Kimberly Powell, who is also married, according to The Times.
The outlet reports that Huang and Powell were caught on camera being "affectionate" during a conference at a hotel in San Jose, California.
Powell was promoted to senior director of AI business development in 2016 before being appointed vice president of health care in 2017. She reportedly reports to Huang.
During the conference, a bystander allegedly caught Huang and Powell on camera. Huang's security sequestered the individual before making an offer to sign a nondisclosure agreement, according to the NYT.
Victor retweeted
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
Victor retweeted
7 months ago, AOC and I introduced an AI data center moratorium.
Last night, 43 of 44 communities voted for one locally.
Americans don’t want Big Tech oligarchs wrecking the environment, gutting jobs and threatening humanity’s future.
NATIONAL DATA CENTER MORATORIUM NOW
Victor retweeted
Out of 41 data center measures on the ballot across 10 states, about two dozen proposals designed to restrict or block development appeared to have passed based on initial returns
Victor retweeted
live footage of Lisa Su saving AI supply chain trade
$AMD stock is currently up by more than 9% in after-hours following its earnings
🟢🟢🟢🟢🟢🟢🟢🟢🟢
Victor retweeted
More than 1 million private-sector jobs have been created since Inauguration Day, while the federal workforce has shrunk by 328,000, bringing it to its lowest level since the 1960s.
Victor retweeted
This tracks. I watch something on YouTube every day. Netflix is a dormant subscription for me.
YouTube has very low costs of content creation. Netflix has $14B of debt that has financed their content library.
Another lesson in the halls of mismatching assets and liabilities? Time will tell.
Moving forward I’m gonna use “zero and non-zero”
Elon says will bring on more than 10 gigawatts of capacity next year. Aims or 20 gigawatts so its in excess to turn the GPUs on.
Says it used to be zero change that they had 20 gigawatts of compute next year. Now he says its a non-zero chance.
Translation: Capex is going to be higher next year than the Street is currently thinking at $162B. We have not get formal Capex guide. $SPCX
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Victor retweeted
Elon says will bring on more than 10 gigawatts of capacity next year. Aims or 20 gigawatts so its in excess to turn the GPUs on.
Says it used to be zero change that they had 20 gigawatts of compute next year. Now he says its a non-zero chance.
Translation: Capex is going to be higher next year than the Street is currently thinking at $162B. We have not get formal Capex guide. $SPCX






































