Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
가입 July 2025
231 팔로잉 중 1.1M 팬
All I’m going to say is that I hope board of $NVDA stands by Jensen, despite media and political pressures.
The same way $TSLA and SpaceX stood up for Elon Musk around similar allegations.
The AI trade won’t end off this but for Nvidia’s best interest, he should remain CEO.
Otherwise I see Nvidia’s valuation crashing due to extreme uncertainty, with a lot of capital rotating to $AMD and other competitors.
더 보기
