Anthony Pompliano (Parody)

Oh no!

Bitcoin is falling to prices we haven’t seen since…..3 months ago.

Everyone relax, so you can realize that AI and bitcoin are one big trade now.

Nvidia’s board of directors did not have a single founder on it.

Lesson in there.

It is over.

Jensen Huang has resigned at Nvidia.

Wow.

The most insane part of Jensen being fired is that the board forced him out before the independent investigation was conducted.

What is the point of an independent investigation if you are going to play judge and jury anyways?

Jensen Huang should create a competitor called Newvidia and exact his revenge.

New rule: CEOs aren’t allowed to wear leather jackets.

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If Jensen is pushed out at Nvidia, @elonmusk and SpaceX should merge with Nvidia.

This would accelerate Elon’s goal of building the most important AI company in the world. It would also get Nvidia a competent leader that has direct experience building hardware through global supply chains.

Imagine a world where $SPCX, $TSLA, and $NVDA were combined to create a vertically integrated AI business that could go from chips to applications at scale.

The opportunity would be $100+ trillion.

It would also ensure the United States is the winner in the global AI race.

The process to get something like this done would be nearly impossible. It would be the largest merger in human history and the recent blue wave would immediately try to block it.

But that doesn’t mean Elon shouldn’t try.

Winning the AI race is the most important task at the moment. If Elon can help Jensen steer Nvidia to continued greatness, while accelerating the full vertical integration, then I would argue he has a duty to attempt the impossible.

The next few weeks are going to be insane.

Regardless of whether Jensen Huang is CEO of Nvidia or not, the company is likely to report blockbuster earnings next week.

Profits will create amnesia for investors, so Jensen probably just has to hold on till Tuesday.

Do not get distracted by the headlines.

Open-source AI is essential to the freedom of billions of people in the future.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

It is very clear that shareholders are unhappy with the idea of Jensen Huang being ousted at Nvidia.

It is also clear that the board of directors feel like they have to do something.

The ultimate question will be whether the board works for the shareholders or the shareholders get dragged along with the board’s desires.

We know legally it is the former, but don’t underestimate a board’s contrived sense of duty in a moment of crisis.

Bidding for Jensen’s leather jacket starts at $1 million

Charlie Munger once said liquor, leverage, and ladies are the downfall of men.

Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.

Jensen’s yet-to-be-launched Nvidia competitor is going to do numbers in the seed round.

Before any rumors get started, I am not interested in replacing Jensen as the CEO of Nvidia.

If Nvidia ousts Jensen Huang and the bull market continues, there is literally nothing that will stop the AI tsunami from enriching investors.

The New York Times is reporting “Jensen Huang had a relationship with an Nvidia executive who reported to him.”

Headlines are about to get very crazy in the coming days.

All the noise around the AI sell-off is just that…noise.

Fundamentals are getting better as stocks get cheaper.

The bears will be in shambles soon enough.

Happy Veterans Day to all those who served this great nation of ours 🇺🇸