Thursday, November 12, 2026

The Don Goes Down: What Jensen’s Fall Means

NVIDIA faces a leadership transition as DOJ probes alleged GPU bundling and customer restrictions, with CFO Colette Kress floated as interim CEO.

NVDA $4.2T

Cassandra Unchained 7h ago 3 clicks

17h ago NVDA $4.2T

ON THE TAPE with Guy Adami

WHAT ARE WE DOING? “Contrarians At The Gate” 4 clicks

12h ago RBLX $38B

An Interview With Roblox CEO David Baszucki About Aggregating Play

Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

From X

@aleabitoreddit 2h ago

Serenity on X

Okay, let’s gauge individual investor and public sentiment independently. Should Jensen Huang remain CEO of $NVDA?

@aleabitoreddit 4h ago

Serenity on X

I disagree, Jensen Huang is practically irreplaceable from $NVDA. And it's like if you took out Elon from $TSLA, the valuation and confidence in the company would collapse. The foresight to bet on CUDA before AI took off, build the Neocloud ecosystem... The move to secure critical supply chain capacity years ahead of demand, and sell rack-scale systems (with CPUs, networking, etc). Turn the ASIC threat into another opportunity by investing in $MRVL, MediaTek, to compete against $AVGO. Bringing them all into Nvidia's NVLink ecosystem... Is absolutely insane foresight. Jensen practically architected both the financial and industrial ecosystem surrounding the current AI trade. Jensen took Nvidia from a startup to a $5T+ company, and the fact he managed to keep growing that with projected FY2028 70% constrained forward growth... at these levels. Is equally as absurd. I normally don't post negative things about companies... but even if you don't see material revenue or roadmap changes in the next 2 years. Ousting the face of the AI trade and a technology visionary might spell disaster for Nvidia long term.

@aleabitoreddit 4h ago

Serenity on X

"Chinese AI firms rush to secure $NVDA chip capacity as spy scandal stirs fear of US curbs" Wow, Jensen really took one for the team just to generate more GPU and Neocloud demand

@John_Hempton 8h ago 1 click

John_Hempton on X

How is it that the $NVDA board did not fire Jensen when he had an affair with a Chinese spy, but is firing Jensen when an affair with an employee is exposed? Are we to believe that a consensual affair within a company is a worse crime than bonking a foreign spy - and having her direct product to China in violation of sanctions? I realise both are dangerous - but it seems to be that the order is wrong here...

@pennycheck 8h ago

⚽️📡 on X

@DeepSailCapital $CBRS @CulperResearch becoming the most famous guy in the mkt and his most recent report on cbrs is alarming trading at insane multiple with tons of unlocks and single coustomer risk as well

@DeepSailCapital 9h ago

Deep Sail Capital on X

Scale across means linking data centers that are physically apart, so it requires switches and architecture that are extremely reliable and consistent. This becomes more important as training runs get bigger and inference spread out across distributed data centers. $ANET win in this market

@DeepSailCapital 9h ago

Deep Sail Capital on X

I guess the question is, is Jensen $NVDA, or not. Nobody can tell you what the founder premium is worth until the market is forced to price the company without him. Are they so far ahead of everyone else that him being there no longer matters?

@AsifSuria 9h ago

Asif Suria on X

Maybe Jensen will mount a comeback the way @vishal_better did with $BETR It would be surprising if the board decides to oust him from $NVDA. What would this mean for the greater AI bubble with all the circular financing and such.

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P Equity Research 17h ago 2 clicks

Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell

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My largest position is now a healthcare stock with 195% upside to my target

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Guardian Research 20h ago 5 clicks

Broadcom: A Great TPU Business With A New Kind Of Credit Risk Attached

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Tim Travis 21h ago 3 clicks

[scuttleslops] FICO, PAYC, ABNB, TREX, Anthropic

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Adobe: A Cash-Secured Put Turns AI Fear Into A Lower Entry Price

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ADBE $92B

Tim Travis 29h ago 2 clicks

Sea Ltd Earnings Update: Q3 2026

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SE $45B

SixSigmaCapital: Navigating the Financial Markets 34h ago 6 clicks

CoreWeave (NASDAQ: CRWV) Stock Rating: Do Nothing After Q3 FY12/26 Earnings

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CRWV $34B

Cestrian Capital Research 34h ago 3 clicks

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CNSWF $52B

Speedwell Research 35h ago 1 click

GFL · long

Gfl Environmental INC

GFL Environmental, North America’s fourth-largest waste manager with a US$19 billion market cap, is pitched long.

GFL $16B

Value Investors Club Jul 8

Selling Cenovus: Up 78% in 10 Months

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CVE $51B

Bison Insights Oct 5 4 clicks

Canterra Minerals: Research Note

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EQX $13B

Atrium Research - Equity Research Oct 5 1 click

Kenorland Minerals: Research Flash

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FNV $48B

Atrium Research - Equity Research Oct 5 2 clicks

Expert Call | PCB Research: Google TPU, Nvidia Rubin, HDI Capacity and Yield

Google TPU and Nvidia Rubin demand are testing HDI PCB capacity, yields, pricing and equipment supply through 2028.

NVDA $4.2T

P Equity Research Oct 5

The Final Countdown: An Update on GFL’s Sale

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GFL $16B

310 Value’s Newsletter Oct 5

Is EDA Dead?

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The Thin Margin of Safety in Selling Compute

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CRWV $34B

MBI Deep Dives Oct 5 11 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

OTIS $30BCPRT $30B

D Invests Oct 5 4 clicks

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

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NU $60B

Substack von Philipp Oct 5 6 clicks

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Thursday, November 12, 2026

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