Huang Renxun just resigned from Nvidia and instantly became the most sought-after person in the world!
Musk was the first to say, “It would be an honor to have him.” A Russian lawmaker directly urged the country’s homegrown tech giants to poach him, saying hiring him would be worth tens of billions in R&D. Trump named Cook as his successor—a legend replacing a legend.
The market tells the real story: Nvidia fell, while AMD, Broadcom, and TSMC all surged.
The logic is simple: TSMC’s capacity used to be secured with just one word from Huang Renxun.
Now that he’s gone, the major cloud companies will be fighting for capacity, and a gap has opened up in Nvidia’s advantage.
Three questions now: Where will Huang Renxun go? Is this rally for AMD a real turnaround or just hype? And what will the interim CEO say at the earnings report on the 17th?
My bet: He’ll watch from the sidelines first and won’t rush into a new job.
What do you think?
#美国PPI年率6.5%，低于预期或缓解BTC压力 #加密美股齐跌，下轮反弹的驱动力在哪？
Musk was the first to say, “It would be an honor to have him.” A Russian lawmaker directly urged the country’s homegrown tech giants to poach him, saying hiring him would be worth tens of billions in R&D. Trump named Cook as his successor—a legend replacing a legend.
The market tells the real story: Nvidia fell, while AMD, Broadcom, and TSMC all surged.
The logic is simple: TSMC’s capacity used to be secured with just one word from Huang Renxun.
Now that he’s gone, the major cloud companies will be fighting for capacity, and a gap has opened up in Nvidia’s advantage.
Three questions now: Where will Huang Renxun go? Is this rally for AMD a real turnaround or just hype? And what will the interim CEO say at the earnings report on the 17th?
My bet: He’ll watch from the sidelines first and won’t rush into a new job.
What do you think?
#美国PPI年率6.5%，低于预期或缓解BTC压力 #加密美股齐跌，下轮反弹的驱动力在哪？