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Given what has been shared about the consequences of Jensen Huang leaving Nvidia, it is interesting that there is no "key man" risk disclosure.
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President of Financial Insyghts. "K-Shaped Economy" guy. Adjunct Professor William & Mary. Author of "The Confidence Map." Lover of very bad puns.
Cite asCryptoQuant has tracked 1 directional call by @Peter_Atwater on X since Sep 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Nov 11, 2026).
Given what has been shared about the consequences of Jensen Huang leaving Nvidia, it is interesting that there is no "key man" risk disclosure.
View original →As folks scenario play the future at Nvidia, just a reminder that a big part of last week's midterms was a bipartisan want among those at the bottom of the K to hold those atop the K more accountable.
View original →FWIW - The board decision at Nvidia is not hard. The consequences of the decision are.
View original →Seems like a good morning to reshare given "difficult," "complicated," and "financially awkward" decision the Nvidia board now confronts. https://t.co/bzlyqAskMs
View original →"Affordable" is like "safe" and "ethical." We know them when we feel them. While facts are interesting, they are secondary to the mood-driven stories we tell ourselves and others. Moreover, they can change in flash. Just ask Boeing.
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