💵 Founder of the #UltraIncome Movement c. 2023 📰 Breaking down Tech, Markets & Geopolitics Ⓜ️3️⃣ is a Mindset: #MoneyMindsetMondays
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Joined October 2021
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🧵 Jensen Huang $NVDA Scandal
As a long time $NVDA investor and China watcher this scandal is really baffling
If the core claims are true the question investors and the White House has to ask is how could JH be so naive, if so his power trip was his downfall at his own company
Will post more of my thoughts on my mega thread below
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M3 Invest | See Pinned Post retweeted
Key takeaways on Nvidia CEO Jensen Huang’s resignation:
1. Near term, the bad news is priced in:
For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out.
2. Google’s TPU is likely the biggest beneficiary:
With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus.
3. Succession impact shows up in 2028 at the earliest:
CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest.
4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks:
Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples.
5. China demand and export controls:
The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.
The Trillion Dollar Coup d'Etat by Trump and Co
With the Nvidia’s now former CEO Jensen Huang out of the role, U.S. President Donald J. Trump has compounded on reports that former Apple CEO Tim Cook is being considered for the role, saying that “there is only one man to take [Jensen Huang’s] place - TIM COOK of Apple.”
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1st the scandal to me represents no underlying issue in $NVDA core business or investment activities. If the alleged relationship with AH and Megaspeed has existed since 2023 then Nvidia and the leadership team have still exceeded expectations.
Considering success of frontier labs and the launch of mega ipos like $SPCX $ANT and other AI companies in this period clearly the collaboration with them and Nvidia has been immensely beneficial of the last 3 years and will continue to be.
Although the key man risk exists, the actual business is still King and retail investors proved exactly that with immense inflows following the scandal according to @amitisinvesting
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Before diving deeper into the thread one $NVDA expert everyone should follow is @firstadopter his book The @nvidia Way was really informative for anyone that wants to learn about the company and Jensen Huang
taekim.com/
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M3 Invest | See Pinned Post retweeted
Because even if $IREN only build 25% of the 30GW additional pipeline (on top of the current 5GW secured), that would take them to 12.5GW.
They will have $4B ARR from 300MW.
With 12.5GW they would have $166B ARR
They would be making $166B per year in revenue from those data centres.
The market cap is currently $8B.
Do you not understand how big the opportunity is here?
M3 Invest | See Pinned Post retweeted
Elon right now
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Republican Party is having a meltdown on X
The party is more divided than ever and posting anything for clout at this point
What’s worse is that it’s increasing obvious commentators have no real world experience beyond their towns
The party needs a lot of therapy and introspection. Guarantee it’s gonna nasty over the next 2 years when the in fighting between the factions comes out in the open
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M3 Invest | See Pinned Post retweeted
I felt that way until I started my own business
I feel like once you start offering a service to others that genuinely improves their lives the calculus just changes
#BlueTsunami incoming 🌊
🚨 Mid Term Elections 🚨
I expect the #Democrats to win big in the mid terms today.
Here’s why,
1. Rise in inflation was self inflicted for the most part. If America was attacked directly then I feel the Iran war would be more supported at home but it’s not and inflation is soaring, just read the latest economic data and commentary. This will be a core grievance in my view. Especially as winter is coming gas prices will continue to soar as winter demand stays high.
2. Interest rate promises weren’t kept and pressuring the fed had an adverse affect on markets and policy. His man actually not as loyal as he thought. He is principled and understand the world. You can’t lower rates or get the “Swiss Rate” POTUS wants in this Macro Environment it’s not realistic at all.
3. The Republican party has developed too many factions. From MTG to Tucker to Pompeo to Rubio to so many others it’s sloppy. The #MAGA group, the Apologists and the Anti-Trump #Republicans all hate each other and it’s more public than ever.
Let’s not forget that President #Trump insisted on launching his own party by turning his back on the party. He was minutes from launching his own until the party threatened to withhold his data, contacts and campaign funding.
In effect President Trump now has the party he always wanted but it’s worked against him he’s increasingly isolated at home and abroad and I personally feel the mid terms will reflect that. Wouldn’t be surprised to see Texas flip as well.
What do you think?
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🚨 Mid Term Elections 🚨
I expect the #Democrats to win big in the mid terms today.
Here’s why,
1. Rise in inflation was self inflicted for the most part. If America was attacked directly then I feel the Iran war would be more supported at home but it’s not and inflation is soaring, just read the latest economic data and commentary. This will be a core grievance in my view. Especially as winter is coming gas prices will continue to soar as winter demand stays high.
2. Interest rate promises weren’t kept and pressuring the fed had an adverse affect on markets and policy. His man actually not as loyal as he thought. He is principled and understand the world. You can’t lower rates or get the “Swiss Rate” POTUS wants in this Macro Environment it’s not realistic at all.
3. The Republican party has developed too many factions. From MTG to Tucker to Pompeo to Rubio to so many others it’s sloppy. The #MAGA group, the Apologists and the Anti-Trump #Republicans all hate each other and it’s more public than ever.
Let’s not forget that President #Trump insisted on launching his own party by turning his back on the party. He was minutes from launching his own until the party threatened to withhold his data, contacts and campaign funding.
In effect President Trump now has the party he always wanted but it’s worked against him he’s increasingly isolated at home and abroad and I personally feel the mid terms will reflect that. Wouldn’t be surprised to see Texas flip as well.
What do you think?
M3 Invest | See Pinned Post retweeted
Bloomberg: A rare bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, according to people with knowledge of the deliberations.
bloomberg.com/news/articles/…