Nvidia and the World Without Jensen
Nvidia’s Jensen Huang resignation leaves a flat organization built around his direct control as China GPU restrictions tighten.
Thursday, November 12, 2026
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Cluseau Investments on X
$GOOG
Fajasy on X
@JonahLupton @elonmusk @SpaceX Idk man he got too many ties to $nvda including his daughter
A Capital on X
Anyone still involved in $PCG?
Convequity on X
@elonmusk Let's get @JensenHuang to TerraFab + Chip design unit either within $SPCX and/or $TSLA or as an independent new venture!
junkbondinvestor on X
CoreWeave is a levered bet on GPU prices at two moments... when a contract is signed and when it’s renewed. Here are my updated views on $CRWV's credit following Q3 earnings:
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
- Protean Funds October 2026 LFABF $13BNSIS-B $27B
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