빵상 (@Breadlee_FRM) header
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Certified FRM(GARP), Chief of the Silver-hat brigade, Quantitative analysis mania, proud father. / 구독자분들은 아티클을 최우선으로 봐주세요!!🫡

Seoul
Joined September 2022
Photo by 빵상 (@Breadlee_FRM)Photo by 빵상 (@Breadlee_FRM)Photo by 빵상 (@Breadlee_FRM)
흑사병 곧 유행도냐? 먼 되도않는 짓거리를
난 또 대한민국에 무슨 참사난줄 알았어;;.. 어제오늘 인스타만 키면 영정사진이 오만팔천개 뜨길래 봤더니 존나 기괴함 하나같이 다 똑같은 멘트치고 본인이 본인 영정사진 만들어서 올리더라니까?? 제발 이게 한국에 새로운 유행이라고 하지마 존나 기괴해 ㅈㅉ;;;
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ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ
Jenson Huang’s testosterone levels is the new VIX.
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說句實在話:如果黃仁勳最後被政治風暴拉下台,那不是輝達的損失,而是美國國運到頭的訊號。 一個移民之子,從丹尼餐廳的一張桌子起家,三十年把一家顯卡公司做成整個 AI 時代的地基。 這種人是美國夢最好的廣告,也是美國在科技競賽裡最難被複製的資產。美國的對手不必研發出更好的晶片,只要看著美國自己把最會做晶片的人推下台就夠了。 一個國家強盛的時候,會把人才捧在手上;開始衰落的時候,才會把人才當成政治祭品。
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Jensen Huang’s affair is just a trigger. What we are witnessing is a pre-planned power grab over Nvidia’s trillion-dollar computing empire, coordinated by Wall Street and Washington. Some sharp Chinese-American commentators call it America’s new Red Scare targeting elite Asian entrepreneurs. Bill Gates, Elon Musk and other white tech billionaires have faced repeated scandals over personal conduct. None were dragged into national security probes or boardroom takeovers. Only Jensen Huang, after a personal relationship misstep, faces an independent board investigation and hostile narrative from intelligence circles. The double standard could not be clearer: For white elites, personal flaws are private matters. For a Chinese-born leader controlling a strategic tech asset, any tiny blemish gets framed as a national security risk. Nvidia is the backbone of global AI computing, valued at roughly $4 trillion. Unlike Meta, where Mark Zuckerberg locks control with dual-class super-voting shares, or Microsoft and Amazon, deeply integrated with the Pentagon and intelligence agencies, Nvidia has no such protective structure. Public filings from 2026 show Jensen Huang holds only 3.58% of shares, and all directors plus executives together hold merely 3.94%. Vanguard and BlackRock own 9.32% and 7.43% respectively, holding decisive voting power. Without institutional shields or deep political backing, this critical tech giant sits exposed on the chessboard of great-power competition. The groundwork for this takeover was laid months ago. Longtime board allies of Huang, Mark Perry and Michael McCaffrey, stepped down from key committees. Insiders tied to Democratic establishment, Wall Street and U.S. intelligence quietly moved in: ✅ Suzanne Nora Johnson, former Goldman Sachs vice chair and co-chair of Brookings Institution, joined Nvidia’s audit committee in July 2026 with direct oversight of internal investigations and compliance. ✅ Kenneth Jacobs, vice chair of Brookings and incoming Vanguard chair, controls the largest institutional voting bloc and operates within the same inner circle as Johnson. ✅ Gilman Louie,founding CEO of CIA-backed venture fund In-Q-Tel and member of the President’s Intelligence Advisory Board, works alongside Johnson on the same national tech fund, overseeing intelligence acquisition of strategic tech firms. The media rollout followed a precise political timeline. Initial trial balloons appeared on Oct 29. On Nov 6, the very day Democrats secured full control of Congress, Julian Barnes of the New York Times (national security beat) and Demetri Sevastopulo of the Financial Times published coordinated reports, citing intelligence memos while breaking the story of the personal scandal. The real offense was never the affair. It was the 2025 deal Jensen struck with the Trump administration: offering a 25% revenue share to win export approval for H200 chips into China. A normal commercial negotiation, reframed by incoming Democrats as a dangerous compromise on U.S. AI sovereignty. This investigation will not crash Nvidia’s stock — Wall Street holds massive stakes here. But it will deliver three strategic wins for the U.S. establishment: 1. De-founder and de-Sinicize Nvidia: A new permanent national security compliance committee, led by Johnson’s faction, will strip Huang of authority over chip exports and overseas strategy. His dual Chairman-CEO role will be split. 2. Lock down China’s AI ceiling: Washington will seize full command of global advanced computing supply, regulating chip flows to slow China’s AI progress. 3. Retroactively target Trump: Once Democrats take over congressional oversight panels in January 2027, this case will be used to accuse the Trump White House of negligence for approving the H200 export deal. Jensen Huang spent 27 years building this computing empire, believing in rules, technical merit and business contracts. But there is a brutal truth in America’s power game: Top-tier strategic technology and wealth without political cover are nothing more than bargaining chips waiting to be carved up. White elites get generous room for error. Asian pioneers who climb to the very top get almost none. This is not a story about infidelity. It is a raw demonstration of racial hierarchy, capital control and partisan power politics in the United States.
This story looks like a trap set up by US intelligence. Jensen Huang was cornered by the CIA. It was either being labelled a spy or admitting an affair, so he had no choice but to go with the affair narrative to contain the damage. Anyone with a brain knows that this is just another one of America’s tired, go-to smear tactics. If they want to claim that legitimate business interests are actually acts of espionage, then let them produce some real evidence. Stop dragging China into everything at the drop of a hat. I’m sick and tired of these American games—it’s truly despicable, pathetic, and disgusting; it’s absolutely nauseating—just fucking low-class.
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신은 젠슨황의 두번째 불륜을 알고 계셨습니다.
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결국 아시안들은 아무리 성공해도 도권엔딩 혹은 젠슨엔딩..
미국 주류 WASP 입장에선 지금까지 얼마나 배가 뒤틀렸을까 쪼그만 황인종 남자에게 모든 이들이 굽신되고 그가 거침없이 선지자처럼 행세하는 꼴이 얼마나 눈이 시렸을까
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이번 일이 젠슨의 사회적 몰락으로 귀결된다면, “아메리칸 드림”을 떠드는, 인간처럼 보이는 인형들의 입은 공업용 미싱으로 박아버려야.
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빵상 retweeted
우리나라 교육의 아이러니 한점은 저시절에 학생을 줘 팼던 세대들은 아무런 제제없이 정년퇴직해서 연금 낭낭하게 받아먹고 저때 맞은 세대들은 교사가 되었는데 애들이 막 기어오르고 조금만 머라하면 신고함. 그리고 저때 폭력을 휘룰렀던 개같은 것들은 지자식 낳아서 딸바보가 되어서 그렇게 갑질을 해댐
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Thx glitter Jim
Semi analysts get your Nvidia downgrades in now.. You want to be the ones left behind? Be my guest you sunshine patriots, you summer soldiers... here's your hat, what's your hurry? Don't let the door hit you on the way out..
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경상도 멍멍이의 일상 먹어 하면 못알아들음 ㅋㅋㅎㅋㅋ
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4분기 실적은 빅배스 가자. 어쩌면 1분기까지 안좋으려나?
취 ~취 ~취금이니!!!
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만약 젠슨황 부부의 이혼과 잠재적 재산분할이 정말로 엔비디아 주가의 가장 큰 위협 요소라면, 현 시점 최고의 전략적 알파는 젠슨황 아내의 MBTI가 아닐까? ISTP : 조강지처 두고 바람을 피운다고? ENFJ : 휴... 공감 노력은 내가 해본다. 그런데 일단 이혼 시나리오도 계획적으로 생각 좀 해볼게
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