A Few Tweets and Pearls of Wisdom From Ed Zitron
Doug Kass
on
November 13, 2026
Free Newsletter: Jensen Huang's tryst with a spy running a front for the Chinese to buy GPUs is just the tip of the iceberg of an NVIDIA-backed smuggling ring that may amount to more than $43bn in illicit chip sales – and 20%+ of its FY26 revenue.https://t.co/oInVQlOtpG
— Ed Zitron (@edzitron) November 10, 2026
The Wall Street Journal reports that former NVIDIA CEO Jensen Huang worried this summer about an “avalanche” of commitments – code for a glut of unsold chips requiring more circular financing to sell https://t.co/b94M3K80Sw pic.twitter.com/p1LWKzVr9x
— Ed Zitron (@edzitron) November 13, 2026
Position: None
- Category: Daily Diary
Posted by Doug Kass
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.