Financial writer/journalist. Looking for value names in Chinese tech & AI. Follow for my latest investment ideas. https://teapaw.org/t.co/uBk1Eap0Lq
Joined March 2011
- Tweets26.6K
- Following748
- Followers9K
- Likes48.5K
Pinned Tweet
Hello new followers who came from @BrianTycangco's post!
Here are the things you can expect me to tweet about on this account:
IDK man never underestimate the stupidity of the powers that be.
A.J. Button retweeted
Everywhere Jensen Huang goes in Asia women try to date him. There are videos of this online.
Maybe one of the ones who actually pulled it off was Chinese CIA, doesn't mean she had a fraction of the clout that would be required to sway his opinions.
Oh yeah, Jensen’s accusers scored a massive political win here, no doubt about that at all.
What I’m doubting is whether Jensen’s position on China sales was at all influenced by the person he slept with.
NVDA and TSM have no formal contracts. So clearly the man is a critical linchpin in so much of their business relationships. Also, now at the very least they may be forced to stay silent when the hawks push for wider chips embargo against china. Speaking against it would be totally out of the question as the optics are all poisoned already
A.J. Button retweeted
NVDA and TSM have no formal contracts. So clearly the man is a critical linchpin in so much of their business relationships. Also, now at the very least they may be forced to stay silent when the hawks push for wider chips embargo against china. Speaking against it would be totally out of the question as the optics are all poisoned already
So to everyone who thinks I’m wrong because Jensen Huang had an affair:
The board is still 100% behind him on the critical national security claims. They are investigating whether he was TARGETED by a foreign op, not whether he actually did anything for a foreign government.
I never denied that one of the tech world’s most desired men had an affair. It’d be unusual if something like that didn’t happen. What I questioned is whether such an affair, if real, was the cause for jensen’s push for selling chips to China. It turned out the affair was real but nobody at NVIDIA is remotely close to supporting the idea that the affair was what made Jensen want to sell to China.
Jensen apologized FOR WHAT HE DID TO HIS FAMILY, and the board is investigating whether he was TARGETED by foreign intel. Nobody credible actually thinks the alleged Chinese spy is the reason he wanted to sell chips to China. That was his position long before the Alice Huang thing ever emerged and any CEO in his position would have had the same policy.
Companies like to make as much money as possible. Duh.
Admitted to the affair
Didn’t admit to her being behind his position on China chip sales.
Key difference
Dr. Pepper is hard to find in Thailand.
REALLY hard--you basically have to order it online.
By chance, I found a place selling it by the can in True Digital Park.
As I sat eating, someone APPROACHED MY TABLE asking me where I bought it.
Sadly, all I could say was "upstairs" (I hadn't paid attention to the store name when I bought the can).
Berkshire Hathaway SLAYED the S&P 500 ***AND*** the NASDAQ-100 over the last 5 years.
It did so with LESS volatility than the indexes, both of which trailed $BRK.B by over 20%!
Berkshire is the best U.S. stock index!
“You will not lose a friend by refusing him a loan, but you are very likely to do so by granting it...”
- Arthur Schopenhauer
If you're looking for something more 'highbrow' than an X doomscroll tonight, I recommend exploring this quote.
Sounds counterintuitive at first, but once you read the rationale behind it, it makes a lot of sense (clue: the loan makes the person feel dependent and resentful).
correction: $9.6 billion!
Berkshire Hathaway DOUBLED its buybacks to $9.2 billion in Q3.
They did this despite operating earnings going down!
Why might they do this? Few possible reasons:
1. The operating earnings decline was was driven almost entirely by an increase in insurance marketing expenses--insurance revenue actually increased. It's likely that Berkshire thinks it can profitably acquire new policyholders right now. Had it not been investing in insurance growth its operating earnings would have grown.
2. Stocks have been going up a lot lately, meaning there are fewer non-buyback opportunities out there.
3. Operating earnings growth in ALL major non-insurance segments (railroad, energy etc) was positive and respectable.
TL;DR Berkshire sees investment opportunities in its own businesses that make its stock more attractive.
$BRK.B
Call me crazy.
But if $NVDA sells off like crazy over the spy BS, I might actually buy a little.
The stock isn't my style at all, but it's already way down from ATH and the allegations will probably blow over.
Everyone will be shorting Nvidia next week again. Each time FT dig shit on Jensen the Nvidia shares drop and short seller will be at large again.
When the fud clears it retest all time high.
Think about it. Mrs Huang (Jensen’s wife) and kids is always with Jensen on all business trips.
He has a private jet for business and working non stop at work. And you think he has time for another romantic relationship. He spends his free time cooking and would be a foodie when he retires.
If he did had one Nvidia will be missing EPS and revenue every quarter.
I don’t have evidence of his romantic relationship but I know it’s easier to sell stories on paper. Not a single investigator from Taiwan have found prove of this yet. Let’s see how this grows.
