Shay Boloor(@StockSavvyShay):US officials reportedly believe Jensen Huang had a “romantic relationship” with an alleged Chinese intelligence operative. Truly wild to see evolution of $NVDA bear case over last 18 months: • DeepSeek trained a frontier AI model on a microwave • Hyperscalers are about to cut CapEx (they raised it) • Custom silicon will kill the GPU (they ordered more GPUs) • Circular financing is propping up entire AI industry • Jensen Huang is allegedly in a situationship with China’s Ministry of State Security Just crazy we’ve officially reached the point where Nvidia bear case has moved from questioning AI demand to questioning Jensen Huang’s dating life 😅

2026.11.07 11:01

US officials reportedly believe Jensen Huang had a “romantic relationship” with an alleged Chinese intelligence operative. Truly wild to see evolution of $NVDA bear case over last 18 months: • DeepSeek trained a frontier AI model on a microwave • Hyperscalers are about to cut CapEx (they raised it) • Custom silicon will kill the GPU (they ordered more GPUs) • Circular financing is propping up entire AI industry • Jensen Huang is allegedly in a situationship with China’s Ministry of State Security Just crazy we’ve officially reached the point where Nvidia bear case has moved from questioning AI demand to questioning Jensen Huang’s dating life 😅