After a whole day of following the gossip, let’s make a call on Jensen Huang’s “confession” that he cheated.

In a nutshell, this is a story of sacrificing an arm to save the body—abandoning a pawn to protect the king.

With a masterclass in PR that turned “drunk driving” into “soliciting prostitutes,” Huang staged a desperate race against time to save himself:

Faced with treason, he chose to betray his wife; faced with collusion with the Communists, he chose adultery; faced with having to appear in court, he chose to confess to an affair.

He used the stain on his private life—a fire in his own backyard—as a partial amputation, clamping down hard on the national-security Achilles’ heel at the heart of geopolitical rivalry.

Betray the family, preserve the business empire: losing your reputation in your twilight years beats going to prison.

This is no moral decline. It is the shrewdest—and most humiliating—fight for survival by sacrificing an arm, after Trump’s crushing defeat in the midterm elections.

Just as Gao Yuliang can admit to having an improper relationship with Gao Xiaofeng, but absolutely cannot admit that behind Gao Xiaofeng are Zhao Lichun and Zhao Ruilong.

If you get it, give it a round of applause.

Also, Nvidia’s stock price is probably headed down in the short term.