#bitcoin Bybit & Binance Partner YouTube: https://teapaw.org/t.co/5aV57dF6c2
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Crypto Jams retweeted
BREAKING: 🇺🇸 Jensen Huang had an intimate affair with another employee, per Reuters.
This is the 3rd affair reported in last 5 days.
Crypto Jams retweeted
Notable Nvidia Investments (2025-26)
OpenAI
• $30.0 billion
• Type: Equity
Hugging Face
• $12.9 billion
• Type: Acquisition
• Status: Pending
Anthropic
• $10.0 billion
• Type: Commitment
• Status: Announced
xAI
• $10.0 billion
• Type: Equity
Intel
• $5.0 billion
• Type: Equity
SSI
• $5.0 billion
• Type: Commitment
• Status: Announced
MediaTek
• $3.5 billion
• Type: Convertible Bonds
Corning
• $3.2 billion
• Type: Right to Invest
• Status: Option
Meta
• $3.0 billion
• Type: Equity Offering
• Status: Announced
IREN
• $2.1 billion
• Type: Option
• Status: Option
Marvell
• $2.0 billion
• Type: Equity
Lumentum
• $2.0 billion
• Type: Equity
• Status: Announced
*Source: CNBC
Crypto Jams retweeted
INSANE REVERSAL
$1 trillion has been added to the US stock market in the last 1.5 hours as the S&P 500 turns positive for the day.
Crypto Jams retweeted
🚨 The next 36 hours could turn into a nightmare for global markets.
Three major things are coming together, and any one of them could trigger another massive selloff.
FIRST, NVIDIA.
Rumors are growing that Jensen Huang could be removed as CEO.
Nothing is confirmed, but if NVIDIA loses the man who built the company, it could seriously damage confidence in the entire AI trade.
And right now, AI stocks are the biggest drivers of global markets.
SECOND, BITCOIN IS FACING ANOTHER MAJOR THREAT.
MSCI will exclude Strategy and other crypto treasury companies from its indexes, forcing index funds to sell their shares.
Meanwhile, STRC is trading below its $100 target price, making it harder for Strategy to raise fresh money through that route to buy more Bitcoin.
That could put one of Bitcoin's biggest corporate buyers on the sidelines.
THIRD, TOMORROW'S PPI INFLATION REPORT.
CPI has already come in hotter than expected. Another inflation surprise could increase fears of a larger Fed rate hike.
And with the US-Iran conflict still unresolved and Trump calling for no deal with Iran, markets are already dealing with enough uncertainty, and any surprise could be a disaster.
Crypto Jams retweeted
BREAKING: Over $1.1 TRILLION has been wiped out from gold and silver in the past 24 hours.
Crypto Jams retweeted
BRACE YOURSELF FOR ANOTHER BRUTAL DAY FOR NVIDIA.
$NVDA is down 8% in premarket after reports of Jensen Huang's second affair.
Nvidia has already crashed 12% from Friday's high since Jensen confirmed his affair with an alleged Chinese spy, wiping out $575 billion.
If Nvidia opens at current premarket levels, another $340 billion will be wiped out, bringing the total wipeout this week to over $900 billion.
Crypto Jams retweeted
Our message to Nvidia's board:
Do not fire Jensen Huang.
There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.
First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.
A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.
Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.
The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.
Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.
In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.
We believe Jensen Huang's potential removal as CEO is now ~80% priced in.
Why take an action with massive downside potential when the market has already priced in much of that risk?
The downside of retaining Huang may be limited, while the potential upside is tremendous.
Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.
Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.
We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.
Once the dust settles, firing Jensen Huang would prove to be a costly mistake.
It is time to pause and consult your shareholders.
Crypto Jams retweeted
BREAKING: 🇺🇸 Nvidia's board to hold an emergency meeting today to discuss potentially removing Jensen Huang as CEO and appointing an interim replacement, per WSJ.
Crypto Jams retweeted
BREAKING: 🇺🇸 Nvidia $NVDA is reportedly preparing to remove CEO Jensen Huang, according to Bloomberg.
Crypto Jams retweeted
JUST IN: Nvidia CEO Jensen Huang had another affair with an $NVDA executive, NYT reports.
Crypto Jams retweeted
BREAKING: Nvidia stock, $NVDA, falls sharply on reports that Jensen Huang had another affair with a senior employee at the company.
Crypto Jams retweeted
WHAT A COMEBACK FOR AI STOCKS.
$1.2 trillion has been added to the US stock market today, even as the dollar index hit a new 19-month high.
- CoreWeave $CRWV: +25%
- Nebius $NBIS: +17%
- Sandisk $SNDK: +17%
- Micron $MU: +13%
- Seagate $STX: +12%
- Nvidia $NVDA: +4%
CoreWeave just saved the AI trade by raising its 2026 forecast and lining up $9 billion in customer prepayments, proving the money for AI is still there.
Crypto Jams retweeted
$750 BILLION added to the U.S. stock market in just 5 MINUTES of market open.
S&P500 up +1%
Nasdaq up +1.90%
Crypto Jams retweeted
BREAKING: $NVDA is up over 5% in premarket, recovering most of yesterday’s 5.47% drop.
CoreWeave, one of Nvidia’s biggest chip buyers, just raised its 2026 revenue forecast, a sign AI demand for Nvidia chips is still strong.
Crypto Jams retweeted
Today's hot CPI was not a surprise if you read this post.
October was the month oil was still rising, so October inflation was always going to carry it.
Even then, headline CPI slowed to 0.4% from 0.6% in September.
Core CPI, which leaves out food and energy, stayed at 0.3%, the same as last month.
Oil has crashed 20% since October 30, and that drop only starts showing up in November's data.
If November CPI comes in cooler, the Fed has less reason to keep hiking after December, and that takes the biggest pressure off stocks, Bitcoin and crypto.
DO NOT IGNORE THIS CHART.
WTI crude has crashed 20% in just 10 days and Since the US-Iran war started on February 28, oil has driven almost everything in markets.
The Strait of Hormuz carries about a fifth of the world's energy, and it has been close to shut.
That pushed fuel, shipping and food costs higher everywhere. US CPI rose from 2.4% in January to 4.2% in May.
In October, oil rose another 15.2% on fears the war would get worse after the US midterm elections.
In November, peace talk headlines and the election result pushed oil down hard.
Here is what happened each day:
NOVEMBER 2:
- Iran's President Pezeshkian said Supreme Leader Mojtaba Khamenei had given the government authority for peace talks
- WTI fell 7.36%
NOVEMBER 3:
- Americans voted in the midterm elections, and Democrats won big
NOVEMBER 4:
- VP JD Vance said: "The reason we lost is the war."
- Markets saw this as a bigger reason for Trump to end the war
- WTI fell 8.3%
- S&P 500 rose 1.6% to 7,688, adding about $1.1 trillion
NOVEMBER 5:
- Investors dumped AI and data center stocks after the Democratic sweep
- S&P 500 fell 4.36% to 7,353, wiping out about $3 trillion
- Nasdaq 100 fell 6.36%
- Nvidia fell 9.26%
NOVEMBER 6:
- Markets stabilized
- S&P 500 rose 0.3%
- Nasdaq 100 rose 1.4%
NOVEMBER 9:
- Trump said new strikes on Iran were "highly unlikely" if talks make progress
- Qatar's Prime Minister brought an Iranian plan to reopen Hormuz to the White House
- WTI fell 4.38%
- S&P 500 pumped 2.35% to 7,549, its best day in 7 months, adding about $2 trillion
- Nasdaq 100 rose 3.40%
Supply is also coming back.
Gulf oil exports are back to pre-war levels, and JPMorgan estimates a global surplus of 1.4 million barrels per day.
This is very good news for markets.
Gasoline futures are already down 17% in a month.
Cheaper energy means inflation can start cooling.
Cooler inflation means less pressure on the Fed.
Even if today's CPI data comes in hot, it mostly reflects the high oil prices from October.
Energy has been the main driver of inflation this year.
If oil keeps crashing, inflation could cool fast in the coming months, and the Fed's whole rate hike cycle could end much sooner than expected.
If oil keeps falling, the biggest problem for stocks, Bitcoin and crypto this year starts to go away.
