sf_lonely retweeted
Jensen’s third cheating girl was the executive assistant to the chief information officer?
This dude is insane!
sf_lonely retweeted
Breaking: Renaissance Technologies just filed its Q3 2026 13F
They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal
Here’s everything you need to know about its recent 13F
Top 10 positions:
1. Micron $MU: $1.62B
2. Advanced Micro Devices $AMD: $1.21B
3. United Therapeutics $UTHR: $908M
4. Intel $INTC: $835M
5. Alphabet $GOOGL: $828M
6. UnitedHealth $UNH: $817M
7. Exelixis $EXEL: $747M
8. VeriSign $VRSN: $649M
9. SpaceX $SPCX: $621M
10. Corcept Therapeutics $CORT: $559M
New positions:
• SpaceX $SPCX: $621M
• Bank of America $BAC: $351M
• Goldman Sachs $GS: $245M
• VanEck Semiconductor ETF $SMH: $186M
• Booking Holdings $BKNG: $183M
Biggest adds:
• SanDisk $SNDK: +5,451% shares
• Micron $MU: +619% shares
• UnitedHealth $UNH: +507% shares
• Advanced Micro Devices $AMD: +140% shares
Biggest trims:
• Nvidia $NVDA: -99.7% shares, was $1.42B
• Meta $META: -99.9% shares, was $1.14B
• Apple $AAPL: -99.8% shares, was $459M
• Amazon $AMZN: -99.5% shares, was $546M
• Palantir $PLTR: -71% shares, was $883M
Full exits:
• Blackstone $BX: was $185M
• S&P 500 ETF $SPY: was $164M
• Marvell $MRVL: was $151M
• Danaher $DHR: was $145M
Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX
sf_lonely retweeted
LAS EDADES EN LAS QUE LAS MUJERES PRESENTAN LAS TASAS MÁS ALTAS DE INFIDELIDAD:
26-30 años: 40%, aparecen indicios discretos de infidelidad después del matrimonio.
31-35 años: 60%, empiezan a surgir las primeras señales de infidelidad características de los 30.
36-40 años: 90%, una franja de riesgo sorprendentemente elevada.
41-45 años: ...
sf_lonely retweeted
Kalyugi Manthara (कलयुगी मंथरा) — a modern-day Manthara who manipulates relationships and poisons family bonds, just like the character in the Ramayana.
sf_lonely retweeted
The ‘Bright Side’ of marrying a slut is that you think you’re going to get lots of great sex.
Spoiler: You won’t. If she wanted to fuck you, she wouldn’t have married you. That’s why she was a slut in the first place.
Sluts don’t marry for sex, they marry to retire.
sf_lonely retweeted
The Nvidia calendar gets real busy soon even if Jensen Huang is no longer CEO.
The company is a living, breathing organism.
And the flywheel doesn't let up.
sf_lonely retweeted
Memory and semiconductor names led Wednesday’s rally
$MU +11.9%
$SNDK +13.7%
$INTC, $AMD, $AVGO and the broader SOX index all posted strong gains
CoreWeave results and raised guidance reinforced demand for AI servers, HBM and networking ($MU $SNDK $SMCI)
The AI hardware complex just got fresh fuel after recent volatility
I expect volatility to remain elevated, but the broader AI infrastructure trend is still worth watching closely.
💡As a reference, I’ve called multiple 10x names early. Follow for more trend-driven AI and disruptive stock updates before the crowd.
sf_lonely retweeted
Six votes will end Jensen Huang 33-year god-tier run as CEO.
Even his crew who've been with him since the beginning can't block it on their own.
I went through the board:
1/ Harvey Jones joined in 1993 at the founders' invitation. He saw Jensen rebuild NVIDIA after its first product setback.
2/ Tench Coxe and Mark Stevens came in from Sutter Hill and Sequoia, two earliest backers. Both first joined the board in 1993.
3/ Brooke Seawell joined in 1997, before the IPO.
4/ Stephen Neal is the lead independent director. He can convene the independent directors and coordinate those discussions.
Jensen needs 6 of 11 board votes, even though if Jones, Coxe, Stevens and Seawell all back Jensen, the other 6 independent directors can still doom him.
My honest base case is Jensen loses the CEO seat, with an interim appointment first. The board publicly backed him on Sunday. By Wednesday, Bloomberg was reporting that it was working with an outside firm to identify replacements and weighing an interim CEO.
For $NVDA, the first test is Nov. 17 earnings. An interim CEO can get the company through the call.
After the hot jobs report on Friday, the latest #CPI reading comes in at .3% core m/m, vs .2% expected. The areas that drove it, below. Blackstreet once said, "Aint nothin' goin' on but the rent" – although in this case, food, energy, and more are also goin' on. The Fed's in a tough spot.
sf_lonely retweeted
#NVIDIA’s board is working with an outside firm to find Jensen Huang’s successor and weighing an interim CEO, Bloomberg reports. Semafor: some directors favor CFO Colette Kress as interim; Newsweek floats Apple’s Tim Cook. 💡More: pse.is/9v37sx 🔗 $NVDA $AAPL
sf_lonely retweeted
Read this amazing story....
After spending most of her life defending the feminist movement, British writer Petronella White writes an article in which she expresses her regret, saying: “I am single and childless and alone. Feminism has let me down and let down my entire generation.”
The writer added in her article: “Every Monday, I meet with a group of friends at one of London’s restaurants. We sit at a table near the window and discuss our lives. We have so much in common—we’re all in our mid-fifties, working women with prestigious educations—but... there’s an emptiness in our lives because we’re all single and have no children. I feel increasingly, as my close friends do, that feminism has let down our generation... and I sometimes think, as my friends do, that the West has outgrown feminist philosophy and that it has become harmful... So where in this world are women like us left to reach our mid-fifties and find ourselves alone? ...
Did you know that one in ten British women in their fifties has never married and lives alone! And it’s a painful and unhealthy thing. My friend Sally, who is 55 years old, said to me: I always feel like an unwanted person as a woman because feminism taught us that the traditional female is a stereotype invented by men to keep us under their control, and based on that, I was hostile to men to the point of pushing them away, and now here I am paying the price for it... I say it clearly: It’s time to rethink this culture and reclaim the traditional culture... Perhaps it’s too late for me and my friends, but we must not allow the women’s movement to destroy the lives of future generations as well.”
sf_lonely retweeted
젠슨 황 화법이 진짜 미친 수준인 이유 ㅋㅋ (인텔 파운드리 질문 대처법 🤯)
기자회견에서 인텔 $INTC 파운드리 쓸 거냐는 개난이도 질문이 들어왔는데,
잠재적 경쟁사들 사이에서 누구 하나 기분 안 상하게 양쪽 다 싹 다 치켜세워줌.
엔비디아 $NVDA 가 단순히 칩 성능만 좋아서 1등 먹는 게 아니라는 게 여기서 나옴.
• TSMC $TSM 달래기: 기존 핵심 파트너이자 사실상 독점 공급망인 TSMC의 자존심과 지위는 완벽하게 존중해 주면서 흔들림 없는 신뢰를 과시함
• 인텔 $INTC 띄워주기: 파운드리 사업 부활에 사활을 건 인텔한테도 "열려 있다, 업계 파트너들과 협력하는 건 중요하다"며 립서비스와 가능성을 동시에 열어둠
• 결국 이득은 엔비디아 몫: 두 거물 파운드리 업체가 서로 경쟁하면서 단가 낮추고 캐파(생산능력) 늘리게 판을 깔아주는 고도의 정치력임 ㅋㅋ
칩 설계 능력도 사기급인데,
공급망 줄타기랑 CEO 정치력까지 만렙 찍은 게 진짜 무서운 점임.
"Not financial advice"
sf_lonely retweeted
She conveniently flipped the genders to collect sympathy and validation. 😂
She wrote a whole emotional story about herself running away after seeing a boy without filters and makeup.
Madam, the filter was on Instagram and makeup was on your face, not on the audience’s IQ.
We all know what really happened.
The boy ran away after seeing you without filters. You just changed the script to save face! �
sf_lonely retweeted
He who listens to his woman's advice on wealth will have neither woman nor wealth.
Mila Kunis told Ashton Kutcher that Uber was “the worst idea ever.” He invested anyway. Five years later, Forbes reported that his firm’s $500,000 investment was worth about $50 million.
Kunis told Stephen Colbert in 2021 that her dad drove a cab, so she was sceptical when Kutcher pitched the idea of getting into a stranger’s car.
She wasn’t sold on Bitcoin either. When she learned it wasn’t federally insured, she called it “a horrible idea.” Kutcher invested anyway.
“I’ve never been happier to be wrong,” Kunis said.
sf_lonely retweeted
Inspite of gettimg a 498a case from his wife, he remains a simp. He allows vindictive false cases on innocent young men by politically influentual people.
He has 3 divorves and 4 children in last 30 years.
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