mthewood

yea that can be argued^ if there is proof that Jensen knew and acknowledged that these are shell companies that will funnel the chips to china then yea that's defrauding investors.

You can also argue that he wasn't aware n as far as he knew this was just a company in Singapore. It will be interesting how it plays out based on the facts.

This is overblown; nvda is a mature company jensen has set the right bets forward so it's just a matter in who the successor is. In terms of revenue impact, assuming megaspeed accounted for ~20% of sales (rumored estimate) then game optimal move is to have OAI/ANT pick those sales up. We will hear about a transition plan probably around earnings.

The learning curve is quite steep but once you get it you become effect pilled. You can completely separate the WHAT the application does from HOW it will do it.