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Here's why I don't quite buy the Jensen Huang scandal .And no, I don't exonerate him from anything 👇🏻 1. The now viral clip online happened in a popular restaurant in Taipei, Taiwan where Madison Huang, Jensen's daughter, Lori Huang, wife and Spencer Huang, son, were all present. Madison took that picture. So imagine if you're cheating on your wife, would you really put your mistress, you kids, your wife, your vendors , your customers, along with the Taiwanese media all together in the lobby of a restaurant? Also check out Madison Huang 's gesture. She shows absolutely no discomfort or whatsoever around Alice Huang. She snaps a picture of Alice and her dad with enthusiasm as if she wants to make sure she has the receipt of them two being together. Does that sound normal? Does that sit right with you? It certainly sounds strange to me. 🤷🏻 2. Alice Huang is not some 25 year old hot Ukrainian model. She's 48, 49, married . She posted pictures of herself and Jensen Huang all over her WeChat moment. Why would you be flaunting your connection is Jesen Huang if you're spying for the Chinese State Security apparatus. Shouldn't you be as clandestine as possible? Now, I do not deny that she Could be a Chinese intelligence asset. But we need to trace the money. Who placed those $4.8 billion chip orders? It's not her. It's Alibaba. The Chinese State owned entities have a minority stake in Alibaba. So really, the H200s and Blackwells are going straight into Alibaba's data centers. 3. What does this all mean? It could mean that Huang and his entire family knew about the deal with Mega Speed and Alice Huang. It could mean that Jensen Huang knowingly evaded sanctions, which is an indictable offense, like Meng Wanzhou of Huawei. When pressed by evidence of shell companies and order destination, he had no choice to admit his possibly non existent extramarital affair, just to doge a legal bullet. Don't forget. Canada held Meng Wanzhou for 3 long years under house arrest. 🧐 4. Remember the Chinese election interference in Canada? Turns out it was a few dudes in CSIS getting super pissed off at Trudeau, and then leaked some stuff to the media. Most haven't been proven in court. Two Chinese Canadian politicians resigned. They sued @globalnews, @globeandmail in court and settled with one of the reporters. This to me , by all accounts, publicly available, sounds like a US intelligence hit job on Trump, perhaps rightly so. Trump didn't take swift actions and reign in those chip exports. 4. Lastly, Jensen Huang has always been a big proponent of Open Source AI. Some tech bro billionaires in the valley want him gone, badly. #Nvidia #nvidiaceo