The market shows no signs of bottoming out this week!! If Lao Huang steps down as CEO of $NVDA , $BTC can't hold 72000, and $ETH can't hold 2000, then we really need a song like G.E.M.'s "The Bubble" to play!
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可乐幸运星
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Jensen Huang and Nvidia’s Crisis: An In-Depth Look at a Pawn in a Political and Economic Power Struggle
Many people’s first reaction to the news was to grab some popcorn: Jensen Huang was allegedly having an affair, the board was considering replacing him, and the stock plunged 9% after hours. But in my view, the personal-life scandal was nothing more than a carefully chosen weapon, deployed at precisely the right moment.
The Wall Street Journal and The New York Times took turns breaking the story. When the news hit, the market’s panic wasn’t really about the CEO’s character. The market has long understood that Nvidia$NVDA 's story is half chip technology and half U.S. export policy toward China. Jensen Huang is a uniquely positioned linchpin between policy, industry, and the White House. As long as he remains in that role, there is a steady hand to carry out many of the deals allowing chips to be sold and the revenue-sharing rules negotiated with the Trump administration. If he is ousted, all the delicate balances struck so far could be overturned at any moment. That’s why the market priced in the risk early, voting with a sell-off.
The Wall Street Journal and The New York Times took turns breaking the story. When the news hit, the market’s panic wasn’t really about the CEO’s character. The market has long understood that Nvidia$NVDA 's story is half chip technology and half U.S. export policy toward China. Jensen Huang is a uniquely positioned linchpin between policy, industry, and the White House. As long as he remains in that role, there is a steady hand to carry out many of the deals allowing chips to be sold and the revenue-sharing rules negotiated with the Trump administration. If he is ousted, all the delicate balances struck so far could be overturned at any moment. That’s why the market priced in the risk early, voting with a sell-off.