See Ya Jensen!
When you are the most powerful man in the #ai shovel industry, you hire security to protect yourself, even from yourself! What a moron!
I asked AI to look back the past month for my warnings on NVDA. Here are the receipts. (Disclosure they were also my easy long when it broke above $185 for those desperate to go long something).
Look at the sequence:
November 5, #789: Specifically warned listeners to watch Nvidia and semiconductors.
November 9, #791: Told buyers of the failed $185 breakout they should be out.
November 10, #792: Warned listeners to be very careful with Nvidia.
November 11, #793: wouldn’t touch Nvidia even during the rebound.
November 12: Huang resigns, and the market begins reassessing Nvidia’s leadership and its role in financing the AI ecosystem.
Note…November 9 exit warning was based on price structure, not the scandal!
November 5, 2026 — #789
Early warning
Sky Fall | Your Portfolio Doesn’t Give a Crap How You Voted
“Yesterday, I said watch the semiconductors. This morning, I said watch the semiconductors and Nvidia. That was right on.”
This was a specific warning to monitor NVDA, not an explicit exit instruction.
November 9, 2026 — #791
Explicit exit
The Writing’s on the Bra (Wall)
Spoken in the podcast:
“But we are now below the fifty, below the two hundred, below the one eighty-five breakout of that auction, so you should not be in it if you got in at the late stage breakout.”
Written in the show notes:
“Def should not be initiating new buys on NVDA. If you got in on the $185 breakout, you should be out.”
November 10, 2026 — #792
Strong caution
Naughty or Nice List?
“Don’t be an NVIDIA because I don’t know what’s going to happen to this company with everything going on with the chip sales to China. Who knows?”
And later:
“So be very careful with NVIDIA here.”
November 11, 2026 — #793
Explicit avoid
CoreWeave Stick Save
“Nvidia, while bouncing today I would not touch here.”
You closed with:
“Stay in safety. Do not try to be a hero.”
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