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 :-))
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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
María 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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Board
