More Tales From Nvidia: Questions I Ask Myself (Issue #274!)
When it starts working its way into the common lexicon, it is usually pretty much over. Charlie makes some good points too — in his tweet:
At any rate, the thing I can’t get over, this thing is so fishy. When the Secretary of State is worried about it, and writes a memo, and the whole thing still gets buried, that tells you something really strange was going on. It may be broader and deeper than anyone knows.
As far as reckless CEOs are concerned, Dario Amodei and Sam Altman, HELLO!!!!! And about the worst governance ever too. At least in Nvidia ($NVDA) case, there are not separate classes of stock that give the founders permanent control, and they have a board with some power, as feckless as they may be.
If you want to get conspiratorial, which, well nothing would surprise me anymore:
* Why did the news break now? Everything always happens for a reason. This is non-random. Someone looking for a way out or an excuse for something? Other?
* You can wonder about Singapore, which is where Oracle ($ORCL) has its big data center.
* What about some of the other semis, their leadership, and their dealings with China?
* And there is a whole lot of other stuff.
Position: None
