truth seeker, employee turned entrepreneur turned builder, investor, batman馃
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Joined August 2021
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90% stays
My take on the Nvidia saga - Jensen staying as the ceo is the thing to look out for since he is the key person risk. He runs the product strategy, client deals, and supply chain negotiations by himself. My guess is it's unlikely he will step down or be fired. US government had uncovered the spy angle almost a year back. Investigative media also published it 6 months back. The board most probably knew as well. It's possible the findings were immaterial from a security angle. The details leaked after mid-term and it seems they want to get over with the investigation and contain it before democrats take control of congress in next two months. So most likely won't result in major crises but never know. Although not much would change with Nvidia growth and numbers over the next few years coz of their monopoly, pipeline, and dependency. But the stock might just move sideways. The optics around this are indeed bad and the investigation and overhang might persist for quite some time.
$NVDA
My take on the Nvidia saga - Jensen staying as the ceo is the thing to look out for since he is the key person risk. He runs the product strategy, client deals, and supply chain negotiations by himself. My guess is it's unlikely he will step down or be fired. US government had uncovered the spy angle almost a year back. Investigative media also published it 6 months back. The board most probably knew as well. It's possible the findings were immaterial from a security angle. The details leaked after mid-term and it seems they want to get over with the investigation and contain it before democrats take control of congress in next two months. So most likely won't result in major crises but never know. Although not much would change with Nvidia growth and numbers over the next few years coz of their monopoly, pipeline, and dependency. But the stock might just move sideways. The optics around this are indeed bad and the investigation and overhang might persist for quite some time.
$NVDA
Yeah. But highly unlikely he will step down. They thrive on challenges.
Pain and suffering. 馃槈
Files, database, AI models, and GPUs all the way!
Big techs, hyperscalers, neoclouds, AI labs, startups and enterprises will not slow down and lobby hard and even provide monetary handouts to keep the pace going since everyone knows this is a make it break technology revolution.
Datacenters and AI progress will get bipartisan support since there is no other option for US to maintain supremacy over China and rest of world, boost economic growth, take care of debt crises, and create and provide jobs since other sectors will start slashing jobs pretty soon.
AI thesis is not just getting bigger and better but faster. We will soon hear major scientific breakthroughs, economic growth, and more importantly RSI.
Prediction: US mid-term market carnage on 05 Nov 2026 will be short lived (less than 6 month) and one of the greatest boon to AI trade investors.
Broad reasons 馃憞馃徎
