jensen is singularly responsible for this whole circus and maintained an iron grip over nvda. wouldn't be surprised if they unveil some kind of fraud in the circular financing scheme. that may be why this all came out - the board wants out of these shenanigans.
Date: November 12th, 2026 9:28 AM Author: Brussels Sprout (Apropos of the Wet Snow)
Nvidia was the central bank to the subsidiary AI industry like neoclouds-- in a rising interest rate environment there will be a cash shortage for capex -- the news is bleak
Date: November 12th, 2026 9:31 AM Author: Fucking Fuckface
It seems to me that most of the things that would push the value down are extrinsic factors. Putting the hyperbole of bankruptcy aside, why do you think it won't recover?
Date: November 12th, 2026 9:55 AM Author: hotsauce
It's not a standard S&P500 corporate set up. It's Huang's baby. There's no Tim Cook or Sundar Pinchai waiting in the wings. It's more like a family run business, where the patriarch has no successor, and no structure that could possibly lead to an easy transition. Further, he was the one that had the Big Vision. He almost literally created a market for something that wasn't invented. Then, he put Nvidia at the centre of a complex web of funding and deals that prop up the entire AI ecosystem. In geopolitical terms, he's Bismarck. It might be just too much for the next guy to prevent from unravelling.