Jensen stepping down feels like a smoke screen. Not saying it's fake or that NVDA's circular AI financing doesn't carry real contagion risk — but the timing is suspicious.

This isn't the moment to play hero in choppy, directionless volatility. Everything feels wrong. Better to sit tight and wait for clarity.

If I had to guess what's being buried? A major Iran escalation with serious global fallout. Trump's window to move is closing fast before the new Congress takes over.

Uncertainty is off the charts right now. The range of possible outcomes is impossible to price.

*Not financial advice