goodalexander

yea. unfortunately you're in goodalexander world now

if Jensen's wife gets 1/2 she owns $75.7b of NVDA, about 3.5 days of volume (10% max impact probably in current market if you went high urgency)

but it doesn't hit until t+6 months with California divorce and money is in trusts so unwind would be slow. $235b of buyback auth by 2028 easily absorbs the sale

bigger issue is if the woman is a CCP spy and he took actions against US national security interests

this Miller appointment is so, so bearish

Trump isn't taking a conciliatory tone like the copers said "he's calling democrats"

you can look forward to years of government shut downs, vetoes, lowering fiscal impulse -- with probable near term escalation of Iran

long Oil short Tesla, SpaceX, Apple

Stephen Miller has been appointed because it's Greater Israel o'clock