Solving The Money Problem on $NVDA (Nov 8, 2026)
The speaker's view on NVDA: the CEO/spy investigation will likely find no national-security intelligence leak, only an affair, and the scandal should die down in 6–12 months; the board sees no reason to believe secrets were compromised. Until then media fear-mongering may weigh on investors, and a clean result still looks bad, but without a leak he sees no major problems.
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If you haven't heard, there's some dramatic news about Nvidia CEO Jensen Huang today. This is not a gossip channel, but Nvidia currently makes most of the world's GPUs for superintelligence training and inference.
Given how sensitive investors are currently about AI, data centers, and superintelligence, this is important for our regular visitors to know. Concerns are growing this morning about America's position as the world's leading country in AI and microchip development.
What I'm about to say may sound like the plot of a spy movie, but a sensational report in the Financial Times claims that the CEO of tech giant Nvidia had a personal relationship with a Chinese spy.
Jensen Huang, he's the CEO of Nvidia and they have a lot of control and power over the chips in almost every computing device in the world, right?
They make a lot of money. Jensen is extremely popular, outspoken, and has close ties to the White House. Now, this new scandal is raising various warnings due to concerns about his ties to Chinese spies.
Huang is one of the pioneers of the AI revolution. He has worked closely with the White House. He is a member of the President's Council of Advisors on Science and Technology and a leader in collaboration between the AI industry and the federal government.
The report claims that Alice Huang (no relation), an executive at Singaporean data company MegaSpeed, was hired by the Chinese government to assist in Nvidia's efforts to procure AI chips and sell them in China.
While the length of their relationship was not disclosed, the government cited the relationship as "intimate and romantic." The most shocking part of the report is that the president was informed about this potential security risk more than a year ago, but he took no action based on this information.
During the briefing, US officials said that Mr. Wong was not aware of Ms Wong's ties to Chinese intelligence, although there are allegations that some within the administration are skeptical of the veracity of this information.
It is believed that Trump administration officials told Trump that they had intelligence that Jensen's lover was actually a Chinese spy. Trump was informed about this, but they also believed that Jensen didn't know about it, but they probably didn't go to him and say, "Hey Jensen, do you know the guy you're having an affair with?
He's a Chinese spy, bro." I think that's what I heard.
Nvidia has launched an independent investigation into allegations against CEO Jensen Wong. The investigation is being carried out in the wake of allegations of her close relationship with a Chinese businessman.
Wong has admitted to being unfaithful to his wife and said he fully supports the investigation.
Independent directors, with the assistance of outside counsel, will oversee this investigation into potential foreign intelligence activities. Nvidia's board says it sees no reason to believe the company's privacy or national security has been compromised.
A spokesperson said Wong will continue to lead Nvidia without any break. Nvidia is investigating a Chinese spy's ties to Jensen Wong. Have you spoken to Jensen Wong today?
I didn't talk to him about this. I just know he's a good person, but you never know what's going on behind the scenes. I'm sure everything will be fine. He has done a very extraordinary job. So I personally hope he is a good person.
I saw a great post from Autism Capital two days ago, which said that Jensen ignored the basic principle of being a nerd. Any woman who likes you is a spy. And of course it has many variations.
If your girlfriend is a ten out of ten, she is an agent, etc.
I saw a nice answer from a guy named SMR420, who wrote that Jensen didn't ignore it. He has read the original text 'The Art of War'. Don't leak anything, have fun, win.
So I would be surprised if the investigation came out that Jensen was so stupid that he gave this woman anything other than physical relations. Intelligence probably isn't that good.
I mean, I'd be surprised if Jensen was really that stupid.
Of course, it doesn't look very good if your foreign partner is a Chinese spy, unless she was playing 800 IQ chess and it was actually a reverse Uno card where she knowingly allowed a Chinese spy to lure her in so that she could give him false information.
Trolls aside, I actually want to read this, which was apparently an email sent from Jensen to everyone at Nvidia, or at least some employees.
Subject: A message for our company. I apologize to my family and all of you. I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did.
I am deeply sorry. My family has given me love and support throughout my life. They deserve my honesty and loyalty. Instead I disappointed them and damaged the life we had built together.
I take full responsibility for what I have done and the hurt I have caused, and I accept the criticism that comes with it. To my wife and family, I love you. I know an apology can't erase what I've done.
I hope our family recovers and that over time I can regain your trust.
To my colleagues at Nvidia, with whom I have worked for decades, and to our board, partners, and shareholders around the world, you deserve better from me. Leading Nvidia has been one of the greatest blessings of my life.
It is my responsibility to serve you and be worthy of your trust. I failed to fulfill that responsibility. I am fully committed to NVIDIA and I will continue to work to regain your trust.
And now he has raised the issue of national security. Quote: Nvidia's board of directors has launched an independent investigation into the national security concerns raised in the news report.
I support this investigation and will cooperate fully. I love our country and our company, and I am committed to protecting Nvidia and supporting America's national security. I am proud and grateful to be an American.
My family is in no way responsible for my decisions. I am responsible. Please respect their privacy.
And now the statement from Nvidia's board of directors. The Nvidia board is launching an independent investigation in the wake of recent reports that suggest founder and CEO Jensen Huang was the target of a foreign intelligence effort.
A committee of independent directors, assisted by external independent consultants, will oversee this investigation. The board prioritizes U.S. national and economic security, which is of utmost importance to the interests of NVIDIA and its shareholders.
Although the board has no reason to believe that any national security or Nvidia confidential information has been leaked, the board's investigation will examine all available information.
Jensen fully supports this review and has pledged to cooperate with it.
The board has confidence in Jensen and his leadership team and further updates will be provided in due course. Sean Maguire wrote this today. Jensen is one of the greatest entrepreneurs of this generation.
He did an incredibly stupid thing. It was bad for America, but I don't think there was any bad intention behind it. Two wrongs can never make a right, and I believe there is no substitute for Jensen for America's AI leadership.
Elon Musk saw this and reposted it. I agree. I don't usually discuss these kinds of things. However, given the volatile nature of the stock market right now, especially given the influence of Democrats, the midterm elections, and the potential consequences of building superintelligence infrastructure—which is the foundation of Nvidia's business—I think it's worth noting that this could be even more frightening for already volatile investors and the stock market.
My personal opinion is, as I said before, that they have no intelligence, but I strongly believe that nothing other than extramarital affairs will be found in this investigation.
If someone, even being the head of one of the largest companies in the world, were to leak confidential information related to national security to a partner in a personal relationship, they would have to be the biggest fool in the world.
I thought the media would make a big fuss about it. Many rumors and insinuations are being spread that an investigation is underway. The reason I'm talking about this outside of my regular topic today is to warn everyone.
Even if the investigation turns up nothing, the scenario is still not very good, but since there is no intelligence involved, there will be no major problems.
Until the investigation is complete, the media will probably try to take advantage of this as much as possible and make various inferences. Many people have already come forward in support of Jensen.
Yes, there may have been a miscarriage of justice, but Elon Musk, Donald Trump and others are voicing strong support. Many are demanding his immediate resignation or commenting that it is impossible for him to survive as Nvidia's CEO.
So be prepared to hear many disaster stories and tales. Oh, Nvidia is finished. This is the end of the company. What if Jensen's wife divorces him and sells all the stock, and suddenly the share price falls and the company can't survive?
I think it will completely die down in 6-12 months and no one will even remember. But between now and then, we may hear a lot of fabricated stories, hints, and a lot of fear-mongering.
I have also come up with a solution. The United States should deploy 1,000 of its beautiful women against espionage. Keep powerful men busy with beautiful local women so they don't fall into the Chinese honeypot.
By the way, this is a serious post. This is a remarkable piece of intelligence and I don't understand why US intelligence agencies aren't doing this already.
Why would you maintain a weakness where the most attractive women in the country can be employed as the number one, two and three lovers of these high-ranking men? Think about it.
Do you really think someone like Jensen would have the time or the will or the energy to waste time chasing a mediocre foreign spy, especially when he's already spent time with a local beauty? Problem solving.
I know it sounds bad, but I'm serious. This will solve this problem.
I want to say one last thing. Those who still live in ignorance and simplicity need to know that every powerful and high-ranking man in the world has extramarital affairs. This is a very normal thing.
Their wives know this. They all know. It's just that they don't show it much in front of them. This is very normal. This is expected.
If that's the case, why not form an elite group in the United States whose sole job would be to infiltrate the lives of influential people in the country and keep their minds and bodies busy, acting as counterintelligence agents in the country's interests?
And yes, that was a hint. In other words, the position of lover should be filled with a local beauty instead of a foreign spy.
Do you think a man with two beautiful women in his arms would waste his time talking to a common foreign woman? No. Hungry people eat everything. A person who is satisfied with spending time with local beauties will not eat anything else, no matter what else is served in front of him, because his hunger is satisfied.
I'm sure many people have already written some smart comments below. Steven, how stupid you are. Of course they've done it before. Of course. This is an obvious idea. And by the way, yes, it's obvious and yes, it's probably been done.
But there is clearly more work to be done in terms of implementation.
If Jensen had any interest in getting a taste of even a small portion of potential Chinese wealth, it probably would have. But he is so satisfied with spending time with local beauties that he no longer has any worries about these things.
To be honest, I don't like to comment on these things. It seems like a gossip channel, but I think it could have a huge impact on many stock market investors until this investigation is completed.
I suspect—of course I'm not certain—that the investigation will show that Jensen is not stupid enough to leak sensitive intelligence to any of his girlfriends, especially the girl who is alleged to have ties to Chinese intelligence.
If Jensen is really that stupid, he should choose a career that suits his extreme intellectual disability and limited abilities, like making a living by making videos on YouTube.
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