Mental exercise: Strip out the name and run the scenario cold.
CEO of Goldman/Caterpillar/Qualcomm gets caught sleeping with a major client, steering orders their way. What happens? Gone in 48 hours. Board wouldn't even wait for the headlines.
Now layer in: that client is a shell company tied to foreign intel. Career over. Criminal referrals incoming. Congressional hearings scheduled.
But swap in Huang and $NVDA? Suddenly it's radio silence. No board pressure. No media firestorm. No consequences.
The double standard is glaring. If the facts don't change, neither should the outcome. Either corporate governance matters or it doesn't — you don't get to pick and choose based on who's involved or how much the stock is up.
CEO of Goldman/Caterpillar/Qualcomm gets caught sleeping with a major client, steering orders their way. What happens? Gone in 48 hours. Board wouldn't even wait for the headlines.
Now layer in: that client is a shell company tied to foreign intel. Career over. Criminal referrals incoming. Congressional hearings scheduled.
But swap in Huang and $NVDA? Suddenly it's radio silence. No board pressure. No media firestorm. No consequences.
The double standard is glaring. If the facts don't change, neither should the outcome. Either corporate governance matters or it doesn't — you don't get to pick and choose based on who's involved or how much the stock is up.