11-12-26 savo
I read NVIDIA bought $ 42.4 billion of equity securities in the first half of 2026 alone. Meaning 30 cents of every NVIDIA revenue dollar.
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11-12-26 victor
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11-12-26 victor
pana, i know :-)
isn't it odd that all these affairs come to light after the election? |
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11-12-26 panasonic
Vic, seems that it was more like of a Cult setup...
He got all the fun, I get a beat in my portfolio, zero fun. |
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11-12-26 victor
| On Thursday, Reuters reported that Huang had a third affair with a second Nvidia employee, who remained unnamed, as the fallout from the scandal spread. |
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11-12-26 panasonic
| Products pipeline should be robust enough for 1~2 years, after that unchartered territory. |
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11-12-26 panasonic
SOURCES CITING PEOPLE FAMILIAR including
:-)) |
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11-12-26 spal
Alexander Stahel 🌻
@BurggrabenH
·
33m
Nobody can value Nvidia without Jensen. A known unknown.
What is absolutely knowable is that the company is now literally in survival mode and that nobody at the board can or will approve any form of 3rd party financing.
What is also clear is that it’s innovation cycle will collapse.
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11-12-26 spal
| Vance removed from foreign policy. |
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11-12-26 spal
| JENSEN HUANG HAS HIRED THE LAW FIRM PAUL WEISS AND ITS LITIGATORS MELINDA HAAG AND WALTER BROWN - NYT |
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11-12-26 spal
WHITE HOUSE IS DISCUSSING HOWARD LUTNICK’S FUTURE AS COMMERCE SECRETARY - SOURCES CITING PEOPLE FAMILIAR including:
Sum Ting Wong
Ho Lee Fuk
Bang Ding Ow |
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11-12-26 spal
| Sorry for the double post ... browser is too eager today. |
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11-12-26 spal
FECCF
FRONTERA ENERGY CORP
5.34 (+8.32%)
This goes 3X in 18 months. It will dance the fuck around, but this is what I do ...
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11-12-26 spal
FECCF
FRONTERA ENERGY CORP
5.34 (+8.32%)
This goes 3X in 18 months. It will dance the fuck around, but this is what I do ...
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11-12-26 spal
Panas - Bison Interests were on the call ...
https://bisoninterests.com/
Funds like Bison do not dial into a 11:00 a.m. ET micro-cap earnings call and queue up for live Q&A just for fun.
Especially on a post-spin stub that currently pays no dividend and has minimal Bay Street analyst coverage. Their presence indicates they are either already accumulating shares or completing final diligence before sizing a position.
Josh Young is highly followed in O&G |
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11-12-26 panasonic
Thanks Spal, I'll catch up during the weekend.
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11-12-26 panasonic
Tim Cook really fits the job; he is great at managing product pipelines and int'l commercial part.
Not sure Ternus is ready to fly solo, probably Cook has contract ties with apple for some time that can't be breached.
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11-12-26 spal
| Panas - hope you had a chance to listen to De Alba (Chairman of Frontera via Catalyst). Decent call - the plans are very interesting. If not you should go to the recording. |
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11-12-26 spal
| Looks like Trump reads Colores. |
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11-12-26 victor
| NOW THAT Nvidia CEO JENSEN HUANG, who has done a fantastic job, has resigned, there is only one man to take his place - TIM COOK of Apple. A Legend replaces a Legend! President DONALD J. TRUMP |
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11-12-26 spal
| Yes Panas there is an un exploded bomb in there. |
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11-12-26 panasonic
| "Watch this space", thanks didn't know and certainly ground for something really ugly. |
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11-12-26 savo
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11-12-26 spal
The next fiscal quarter, which ended in October 2025, Nvidia switched reporting methods. It began reporting geographic revenue “based upon the location of the customers’ headquarters,” rather than “customer billing location” as it previously had done.“
This sounds like securities fraud. Watch this space. |
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11-12-26 spal
| Jensen in trouble with his Huang. |
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11-12-26 panasonic
| Jensen resigned, Collete assumes ... |
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11-12-26 victor
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11-12-26 panasonic
| Carib LOL...board should consider a lawsuit against Pfizer :-)) |
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11-12-26 carib
| NVDA lost 10% after elections, and 15% after erections. |
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11-12-26 panasonic
| Adding more SPCX this morning, planet had two geniuses, now only one left. |
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11-12-26 panasonic
| Spal, will add more Frontera as well, tks. |
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11-12-26 panasonic
"then there's your evidence that AI related job losses"
jajaja, Jensen and Kimberly, two jobs!!! |
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11-12-26 spal
Frontera (my Colombian infrastructure play just published it Q3 report). I will continue to add shares here.
Three concrete numbers in the release force an upward revision to the sum-of-the-parts (SOTP) and multi-stage re-rating model:
Base Run-Rate EBITDA Beat: Annualized Q3 Adjusted EBITDA hit ~$139.4M ($34.85M × 4), outpacing the prior ~$120M–$125M baseline before a single dollar of LNG regasification revenue begins.
Net Debt Compression: Cash on hand stood at $83.9M against $191.1M in debt/leases, dropping Net Debt to $107.2M (0.88x LTM Adjusted EBITDA)—even after spending $19.5M in Q3 CapEx ($17.7M on LNG).
Quantified Medium-Term Growth Scope: Management put concrete operational parameters around two previously unquantified growth pillars: LPG Phase II (officially sanctioned for 2028 after LPG volumes more than tripled QoQ to 13,792 tons) and a 150–300 MW LNG-anchored gas-fired thermal power plant, alongside an upcoming open process for incremental third-party LNG volumes. |
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11-12-26 spal
If Jensen loses his job Panas then there's your evidence that AI related job losses ...
LOL |
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11-12-26 spal
Former Apple CEO Tim Cook is reportedly being floated as a potential replacement for Nvidia CEO Jensen Huang.
TimVidia |
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11-12-26 spal
Zach Warmbrodt
@Zachary
·
1h
NEW Nvidia fallout: Republicans are targeting Lutnick and top deputies over their chips policy and whether they put private tech interests above national security.
“Secretary Lutnick needs to answer that in front of God and country,” Sen. Kennedy says. |
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11-12-26 spal
This is circle jerk BS^2.
There has been vast amounts of insider selling in Nvidia lately. |
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11-12-26 spal
| AI trade will unwind now in a big way. |
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11-12-26 spal
| Lutnick gets axed soon ... Schpal-trodamus. |
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11-12-26 spal
Looks to me that Cantor Fitzgerald will also get dragged into this. I believe that the FBI are on it.
The Cantor Fitzgerald & Tether Shadow-Banking Trail
The financial channel connecting Cantor Fitzgerald and the Lutnick family to the offshore financing of Nvidia chip smuggling rests on concrete audit demands led by Senator Richard Blumenthal and the Senate Permanent Subcommittee on Investigations (PSI):
The $10 Billion Tether Equity & Reserve Custody: Cantor Fitzgerald custodies over $130 billion in U.S. Treasury bills backing Tether (USDT) and held a 5% equity stake in Tether (valued at up to $10 billion). Cantor earns tens of millions of dollars in annual custodial management fees.
The Family Buyout Loan: Senate audit letters highlighted that when Howard Lutnick prepared to step down as Cantor Chairman to join the Cabinet, Tether issued a private loan to a trust established for Lutnick’s sons (Brandon and Kyle Lutnick). This loan directly financed their buyout of Howard Lutnick’s equity stake in Cantor Fitzgerald, transferring control of the firm to his children.
Illicit OTC Settlement Rails: Senate investigators uncovered that Asian GPU aggregators and Megaspeed subsidiaries utilized Tether (USDT) over-the-counter (OTC) settlement channels to bypass SWIFT banking protocols, enabling multi-hundred-million-dollar chip purchases without triggering traditional Bank Secrecy Act (BSA) or Anti-Money Laundering (AML) flags. |
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11-12-26 spal
| Panas - yes - we need to focus on changing that! |
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11-11-26 victor
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11-11-26 panasonic
| Now we all miss Epstein, he provided girls with background check and out of corporate radars, he was a national asset. |
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11-11-26 panasonic
| Vi, Spal...so how this works, he gets all the fun and I lose thousands??? |
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11-11-26 victor
spal, it gets even better :-))
//
Nvidia CEO Huang allegedly involved in a second affair with an Nvidia exec
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11-11-26 spal
Nvidia’s Board of Directors is preparing to oust President and CEO Jensen Huang amid the fallout following reports he had an affair with a Chinese businesswoman who was operating as a spy for China’s Ministry of State Security, sources tell The Wall Street Journal.
Jettisoning Jenson ... |
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11-11-26 victor
| pana, true.. probably why musk wants to move to space. :-) |
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11-11-26 panasonic
Vic, true :-))
Space is the only safe place left ;-) |
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11-11-26 victor
if musk listens to gimenez, in 2028 Dems will win by a landslide in FL :-)))
//
Rep. Carlos Giménez (R., Fla.) wants Elon Musk to continue his journey to America’s east, arguing that the Democrats’ sweep in Texas should prompt Musk to “consider relocating its corporate headquarters and expanding its operations from Texas to the free State of Florida, where innovation, entrepreneurship, and economic freedom are celebrated.”
In a letter obtained exclusively by the Washington Reporter, Giménez wrote directly to Musk, urging the tech titan to leave Texas, which just ousted Gov. Greg Abbott (R., Texas), for Florida, which just elected Rep. Byron Donalds (R., Fla.) to serve as its next governor. |
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11-11-26 victor
MarĂa Elvira Salazar 29m
With the recount behind us and our victory reaffirmed, the emotion of Election Night is still very much alive!
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