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 5h ago 3 clicks

15h ago NVDA $4.2T

ON THE TAPE with Guy Adami

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

15h ago MRVL $148B

Expert Call | Lumentum & Marvell Deal

P Equity Research 2 clicks

From X

@InvestSpecial 6m ago

Dalius - Special Sits on X

$DH has rallied further in recent days, now up ~30% since the SSI write-up. A bump still looks likely, but with the stock 25% above the original bid, the R/R has changed considerably. No news or rumors that I could find. Taking chips off the table. Full pitch on SSI👇

@aleabitoreddit 2h 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 2h 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

@StableBread 4h ago

Fajasy on X

@aleabitoreddit Ye, WT was 60.2% of $AMBA revenue in Q2, down from 71.3% a year ago. Tho for Ambarella it's mostly fulfillment, Wang said virtually all revenue still comes from their own direct sales teams. Macnica's 7-year deal is the first channel actually built to find new customers.

@John_Hempton 6h 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 6h 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 6h 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 7h 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?

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Benjamin C. Barry 15h ago 1 click

Quick note on LSAK and GRPN

Lesaka expects its Bank Zero acquisition to close by end-January 2027, though it could still close this calendar year.

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310 Value’s Newsletter 17h ago 3 clicks

Lumen Technologies (NASDAQ: LUMN) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

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Cestrian Capital Research 18h ago 1 click

A Call with Cogent ($CCOI) CEO Dave Schaeffer: Data Centers, the $700M Refi and Life After T-Mobile

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CCOI $227M

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

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Guardian Research 18h ago 5 clicks

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Tim Travis 19h ago 3 clicks

I Called the YB CFO. Here’s What I Learned.

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Village Farms Well Positioned For Entry Into Texas Cannabis Markets (Rating Upgrade)

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Alan Sumler 21h ago 1 click

GTN · long

Gray Media INC

Gray Media’s 7% 2027 notes rose from 85 to par within 18 months; the thesis now turns to a long equity position.

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Value Investors Club Aug 3

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Speedwell Research Oct 28 1 click

ORCL Update

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Cestrian Capital Research Oct 28 2 clicks

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Cannibal Stocks Oct 28 1 click

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Thursday, November 12, 2026

Dalius - Special Sits on X

Serenity on X

Serenity on X

Fajasy on X

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⚽️📡 on X

Deep Sail Capital on X

Deep Sail Capital on X

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