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Had a phenomenal chat with Netflix co-founder @marcrandolph about why Web3 is revolutionizing media again (just like Netflix once did)
- His thoughts on @MrBeast as the future of media
- Why we have "Fast & The Furious 64.2"
- Why he's bullish $COINAGE
- His thoughts on @MrBeast as the future of media
- Why we have "Fast & The Furious 64.2"
- Why he's bullish $COINAGE
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It cannot be a coincidence that @Chilis has #chilis3forme trending today
Jensen Huang Had A Third Affair—With Another Nvidia Employee, Report Says
go.forbes.com/rna5YR
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Chatting with @GerberKawasaki on $NVDA and what comes next in the post- Jensen Huang chapter:
What Is Next for Nvidia After Jensen Huang’s Departure? x.com/i/broadcasts/2…
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What Is Next for Nvidia After Jensen Huang’s Departure? x.com/i/broadcasts/2…
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The call from @DivesTech on Tuesday — that $NVDA could crash another 25-30% without Jensen Huang — has not played out so far
Nvidia very nearly back to where it was before the announcement 👀
Nvidia very nearly back to where it was before the announcement 👀
Odds of Jensen Huang's removal first spiked on @Polymarket
After the official announcement from the board, $NVDA fell 10% but regained nearly all of those losses to trade back near close before Huang was officially removed
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CNBC cut away from interviewing Coinbase CEO Brian Armstrong on the Binance hack to hit the Nvidia Jensen Huang news and there is no better "if you're still in crypto, pivot to AI" than that 😂
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jokes aside — @coinage_media remains the only media outlet built onchain that's actually walking the walk
It's pretty obvious to everyone in crypto that it's just rails now. The only projects that will survive are those offering real ownership (like us)
It's pretty obvious to everyone in crypto that it's just rails now. The only projects that will survive are those offering real ownership (like us)
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Zack Guzmán retweeted
Nvidia can continue without Jensen Huang as effectively as Apple did without Steve Jobs, @DanielTNiles tells us:
"What happens if they beat and raise next week? Do you think people are going to care? — If they beat and raise with an 11x PE, $NVDA is going up"
Do you agree? ⬇️
"What happens if they beat and raise next week? Do you think people are going to care? — If they beat and raise with an 11x PE, $NVDA is going up"
Do you agree? ⬇️
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Jensen Huang being removed as CEO is one of the wildest prediction markets I've ever seen:
- Basically had no volume at the beginning of the week
- 15% chance
- Shot to 100% with $22 million+ traded by Thursday
- Basically had no volume at the beginning of the week
- 15% chance
- Shot to 100% with $22 million+ traded by Thursday
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Chatted with @DanielTNiles about $NVDA today right before the latest Nvidia news hit
tl;dw — even if Jensen Huang is removed, no way Nvidia is being fairly valued right now at 11x earnings
Watch our chat on @coinage_media: youtube.com/watch?v=zzFrk2…
tl;dw — even if Jensen Huang is removed, no way Nvidia is being fairly valued right now at 11x earnings
Watch our chat on @coinage_media: youtube.com/watch?v=zzFrk2…
Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26.
There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year.
For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP.
From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell.
Stay nimble and best of luck.
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"mom, how did we get so poor?"
"your father didn't account for the great Jensen Huang [n+1] affair scandal popping the AI bubble"
"your father didn't account for the great Jensen Huang [n+1] affair scandal popping the AI bubble"
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Zack Guzmán retweeted
NEW: Odds of Jensen Huang's removal as Nvidia CEO spike by 50% after reports of a second alleged affair with the company's VP of healthcare
Odds of resignation or removal by end of 2026 now at 77%
Odds of resignation or removal by end of 2026 now at 77%
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A paid partnership post from @TaylorLorenz sparked a firestorm around journalism and paid sponsorships
I borrowed from the Laffer Curve, but it seems like there is a happy medium somewhere to keep independent media independent
It seems like the uncomfortably with sponsorships n to this: More advertising revenue helps journalism — until dependence on advertising becomes so great that it starts undermining the journalism itself
I borrowed from the Laffer Curve, but it seems like there is a happy medium somewhere to keep independent media independent
It seems like the uncomfortably with sponsorships n to this: More advertising revenue helps journalism — until dependence on advertising becomes so great that it starts undermining the journalism itself
Two former investment bankers just created an AI investing agent that connects to your brokerage accounts, explains why your portfolio moved, and texts you when something needs attention.Community noteAccording to his LinkedIn profile, Martin Pestana was an investment banker for only three months, from June 2026 to August 2026. His co-founder, Akshat Mittal, was not even an investment banker, but a "qualitative research intern," over the same period.
linkedin.com/in/martin-pest…
linkedin.com/in/mittal-aksh…
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As I mentioned on @YahooFinance with @juleshyman on $SPCX IPO day — there is going to be a better time to get into this name. Pre-IPO retail buyers got fleeced.
There was.
And there will be with Anthropic.
There was.
And there will be with Anthropic.
🏛️ Four centuries of hot IPOs say the first trade in Anthropic is rarely the best one.
🧲 @conorsen of Peachtree Creek Investments calls the deal a magnet, with companies racing to raise money in front of it.
📉 In data from U of Fla's Jay Ritter, IPOs priced at 20 to 40 times ver three years. Above 40 times, they lost nearly half.
🎯 At $78, Anthropic sits near 29 times sales. A 40% first-day pop would push it past 40.
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Fitting that after being targeted for putting the release of the Epstein Files to a vote, one of @RepThomasMassie’s last acts in Congress is once again exposing which congressmen and women aren’t working for the American people
BREAKING: The 11 House Democrats who missed the vote that killed Thomas Massie's Hegseth impeachment resolution have all received significant pro-Israel AIPAC money in Congress.
Just seven of them voting against the referral motion would have flipped the 211-204 result.
Haley Stevens (MI): $15.9M
Laura Gillen (NY): $551K
Marilyn Strickland (WA): $371K
Steven Horsford (NV): $214K
Nancy Pelosi (CA): $166K
Julia Brownley (CA): $134K
Brittany Pettersen (CO): $125K
Lou Correa (CA): $80K
Frederica Wilson (FL): $39K
Melanie Stansbury (NM): $28K
Jonathan Jackson (IL): $21K
Haley Stevens is the highest AIPAC recipient in Congress.
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Starting to think that a prediction market with Don Jr. as an advisor is becoming a 🎯
NEW: Congressman @RoKhanna just called on banning sports prediction markets
@SafeBetsWorld CEO Alex Konanykhin explained why the pushback was inevitable after the Blue Tsunami:
"What used to be political cover is going to become a huge liability"
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