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kritdash
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We are wired for immortality, trapped in a body destined to vanish!
I write my thoughts on Crypto, Leadership, and Men's Search for Meaning!
I write my thoughts on Crypto, Leadership, and Men's Search for Meaning!
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Latest posts 5
Follow the incentives: who needs the money now (for the upcoming IPO), who wants tighter control over open-weight progress, and who has argued for slowing the Chinese frontier? If you know the answer to these 3 questions, you will suddenly start to see what I am seeing through all this non-sense noise. #JansenHuang #Nvidia #Anthropic
Bombshell story. The spy narrative is collapsing already.View quoted post on X
Is there clear & convincing evidence that Alice Huang was a Chinese spy?
- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.
Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”
This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?
At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?
An investigation should be opened.
Finally, someone looking at things objectively, as they are, leaving the emotions at the front door. #NVDA
Regarding $NVDA
The departure of the founder and CEO is a massive test for any company. Here are the reasons we expect $NVDA to continue to dominate:
💪 huge technological lead in chip design and supply chain control plus CUDA, that all survive a leadership change
💪 Engineering talent is deep. If Jensen was the chief designer of the chips and architecture, the company’s risk would be much greater
💪 an ownership culture at NVDA: 80% of employees are stock millionaires and 50% own stock worth more than $25 million
These employees are not “punching the clock” and highly motivated to maintain the company’s leadership position
💪 The stock has an attractive PE multiple and the substantial free cash generation means the company can support the stock via buybacks
There will be pain near term since many investors view this as an adverse development. It is. But at 10x forward PE, this is also the best risk/reward in AI at the momentView quoted post on X
I have been a #MUFC fan for 25+ years. Since 2012, with every new Manager, i have been hoping to get back to those glory days. But this is the first time, I have given up hope. This club is destined for ruin as long as these people are on Board. #INEOS and Glazers have destroyed our club. The toxic players #bruno #dalot #licha who doesn’t feel the pride to play for the jersey should feel ashamed! #IneosOut #GlazersOut #ManchesterUnited
🚨 Mauricio Pochettino to become Manchester United boss on 2.5yr contract. Deal until summer 2029 + 54yo expected to lead #USMNT over int’l break & then arrive at #MUFC in time for Liverpool. Announcement as soon as Friday. W/ @AdamCrafton_ @TheAthleticFC nytimes.com/athletic/77762…View quoted post on X
