Bart Yee on Trump wants Cook at Nvidia - 'As I said earlier, it is my fervent hope that Cook and Srouji remain dedicated to and at Apple. While I suppose it’s laudable that Trump and others think so highly of Cook as a strong leader, I don’t want to believe Tim Cook would want to step into this mess, especially if NVDA’s security and chip sales sanctions could jeopardize Cook’s Apple relationships with China, Chinese officials, policies, and geopolitical contacts. However, having Cook (and others) take a board position at NVidia isn’t a bad idea and would present a much more stable and independent adult voice to essentially a hand picked and rubber stamp board that currently exists at NVidia. Since the NVidia board oversaw and made statements Pooh-poohing Ms. Huang as a security risk, or failing to rein in CEO Huang’s decision making, judgement calls, and security arrangements, they too are in the hot seat, bear significant risk for shareholder value destruction, and stand to be removed and replaced as well. Whether it would be a conflict of interest for Cook would be an interesting question, given Gruber’s assertion that Cook disagrees strongly with NVDA’s core principles and direction. Given the “interesting” financial arrangements with NVDA’s customers directed by Huang and Ok’ed by current CFO and now interim CEO Kress, these financing arrangements would and should come under internal and external scrutiny by the board and outside auditors. We talked about how the AI bubble could begin to deflate or burst, and I noted it could come down to a small prick, by a prick. Never in a million years would I have thought that would describe Jensen Huang, both literally and figuratively. I guess late midlife crisis could have been confined to fast cars, yachts, and real estate, rather than a wandering eye and romantic entanglements (or entrapments). I wonder if Apple’s board will now suggest Ternus’ local Porsche race car driving be curtailed, lest injury risks become an issue. https://www.autonext.co/news/apple-ceo-john-ternus-porsche-935-laguna-seca OTOH, Cook’s private jet flying is seen as a necessary requirement.'
on Trump wants Cook at Nvidia - 'Only a WAG, but Tim is in the process of retiring. It is highly dubious he would even consider a ludicrous move like this. Your Ai may differ! Cheers to moi et tu.'
on Trump wants Cook at Nvidia - 'That’s the dumbest idea I’ve heard out of Pedos mouth this week, and that’s saying a lot. Stay in your lane, dipshit.'
on Trump wants Cook at Nvidia - 'Also should be CEO for Elon’s companies as well. Rename X as eWorld! Wink!'
on Premarket: Apple is green - 'And that’s a win, compared at least the stocks I watch…. (Only BRK.B and CVX were up today on my list of 25 or so,..)'
on Trump wants Cook at Nvidia - 'I pretty much agree with Gruber, but if I were playing the “Pick a CEO” home game I imagine that Tim Cook could be a good choice. He certainly has the name and gravitas to take over there. Being an operations guy he would be able to sink his teeth into corporate structure and operations. And he is very familiar with all of the major players (TSMC, Silicon Valley companies, Trump, Chinese industry and government).'
on Trump wants Cook at Nvidia - 'I could see Tim Cook serving on the Nvidia board but not actually running the company as CEO. Of course I think the President is not the appropriate person to listen to for this transition.'
on Premarket: Apple is green - 'Apple went to a shade under $360/share today. Pretty early in the quarter for that kind of peak, even for AAPL.'
on Premarket: Apple is green - 'That proxy statement highlighting the risk of a failure to engage in succession planning and the Board’s apparent refusal to engage in succession planning could be a very significant hole through which to pursuit shareholder lawsuits, given the Board’s fiduciary duty to force oversight decisions and actions on the company when it comes to mitigating major strategic, operational and reputational risks, including against the CEO’s wishes. I can’t believe they’d put that in the proxy statements, knowing they’d been intentionally refusing to act on it.'
on Record Christmas quarter ahead for Apple (video) - 'He was “honorable” – relatively speaking. At least the sex was consensual!'
on Premarket: Apple is green - 'So did Apple’s stock come back down to yesterday‘s level today after what looked like another jump because people are worried that Srouji is going to leave?'
on John Gruber's take on an Apple exec getting Jensen Huang's job at Nvidia - 'Apple’s CEO transition was much smoother that Nvidia’s.'
