No. of Recommendations: 0
"Anyone else see things in a similar fashion and add today?!"
Sold my last position on Monday at $176. At one point NVDA was a 20% position for me.
I loved Jensen as well, but now seriously question his judgment. Hooking up with a Chinese spy reveals a character flaw.
He took too much risk. Flew too close to the sun. Has he taken too much risk with all the "circular" financing deals with customers? Who knows?
Jensen will fall from the sky. The question is how far. What more will be revealed in the coming days and weeks? Will he stay with the company? If so, in what capacity? Will the government be breathing down his neck at his every turn?
I recall when Dwarkesh Patel questioned Jensen about chip sales to China. Jensen became enraged and acted uncharacteristically hostile and insulting to a reasonable question by Dwarkesh. The irony is that Jensen was bedding this Chinese lady (reportedly a spy) during the time this interview took place. Oh, the irony!
instagram.com: InstagramI can see NVDA and Jensen being pulled in front Con gressional committees and questioned on the mainstream news. I would not be surprised to see class action lawsuits from shareholders. This is going to get uglier, before it get's better. There's neve just one cockroach.
NVDA's a great company and firing on all cylinders. I'll wait to get back in the the smoke clears and the stock price is much lower.