Recent Comments

  • Robert Paul Leitao on Trump wants Cook at Nvidia - 'Michael: Are you buying NVIDIA shares at this price? I’m not buying NVIDIA now. One headline at Yahoo! Finance right now is, “Huang had an affair with a second employee, Reuters reports.” Maybe they still sell chips. That’s not what’s bringing the headlines. If the company, for example, is discovered to have knowingly thwarted national security restrictions on the shipment of the company’s high end chips and several executives (and others) knew it and willingly violated the restrictions I can’t imagine the fines and the criminal prosecutions.'
  • Michael Goldfeder on Trump wants Cook at Nvidia - 'With the stock at these current levels, that $150 Billion buybacks that was recently approved can be scooping up shares at a discount that in a few quarters will be a huge benefit to current shareholders. Nvidia still has control of about 90% of the AI chips market.'
  • Robert Paul Leitao on Trump wants Cook at Nvidia - 'In my view, the downside risks to the next CEO and NVIDIA itself can’t even be calculated at this time. Beyond the pending Congressional hearings, national security investigations, as well as the need to determine which executives at NVIDIA may have been complicit in the shipment of the company’s products to regions to which exports were banned are just a few of the challenges ahead. There is apparently a non-conventional reporting structure for executives that doesn’t befit a company with a $5 trillion market cap and will it will need to be replaced and a new management structure designed and put in place. I’d like to also mention the fate of the circular financing agreements and other funding schemes Jensen Huang organized and managed. All this will take years to unwind. Under the circumstances, how much knowledge of the challenges facing NVIDIA in the aftermath of what’s been discovered (with more discovery occurring everyday) does a prospective incoming CEO need before being in a position to make an informed and rational decision to accept the position? Should the current Board of Directors be replaced in response to the scandal? Why would Tim Cook or Johny Srouji even want the position?'
  • Steven Philips on Trump wants Cook at Nvidia - 'Or anything else!'
  • Steven Philips on Premarket: Apple is green - 'I think – maybe he was mainly the dealer to the hyperscalers addicted to their own hype. Nvidia was their drug of choice. (It really doesn’t pay to invest in your own Ponzi scheme! 🙁 )'
  • John Konopka on Trump wants Cook at Nvidia - 'Oh boy! NVIDIA announces earnings on November 17, next Tuesday. Gruber: “They should sell tickets to this one.” Amen to that!'
  • Joseph Bland on Trump wants Cook at Nvidia - 'Dang it. Just when Mr. Cook’s incessant kissing of This President’s filthy ring is finally getting less air time, he has to remind everyone all over again that Mr. Cook was (still is?) part of the sycophant crowd lined up to apply the lips…. It’s a good reminder that if you kiss filth, your lips can end up wearing filth. And yes, it will attach itself to Apple.as well.'
  • Robert LoCascio on Apple's 2026 holiday ad - 'Beautiful, as usual…'
  • Neal Guttenberg on Trump wants Cook at Nvidia - 'Bart, I see this succession as a 2 step process. The first CEO probably needs to come in from outside the organization and needs to clean up the house. Right now, that looks like a real dirty job that many won’t have the stomach for. That is a totally different skillset than someone who needs to be more of a products/visionary person. For NVDA, it would be nice if they could get both in the same person but there aren’t many out there who can do both. I agree and hope that Cook and Srouji don’t get offered the job and if offered, decline the offer. Srouji, while he has probably dealt with politics at Apple over the years, will be a whole different political league dealing with all the stuff at NVDA and so I don’t think he would do it. After having stepped back at Apple, I don’t Cook will want the headache of dealing with the mess at NVDA right now. But since I really don’t know either of these guys, who knows what they will do.'
  • David Emery on Trump wants Cook at Nvidia - 'I heard a rumor that Musk will hire Huang for TeslaSpaceX. Will part of that deal require Huang to divorce his wife and start fathering babies with willing nubile females?'
  • David Emery on Premarket: Apple is green - 'if you buy John Gruber’s perspective that Hyperscaler AI companies are in a Ponzi Scheme, then arguably Jensen Huang was one of the conmen. I suspect Ponzi schemes collapse when ‘investors’ (“marks”) start to lose faith in the conman.'
  • Bart Yee on Trump wants Cook at Nvidia - 'Jeez, you just can’t make this poop emoji up, it’s getting worse: Reuters: Former Nvidia CEO Huang had a relationship with a second employee, sources say Ousted Nvidia CEO Jensen Huang ​had an intimate relationship with a second employee, according to two people ‌familiar with the matter, Reuters has learned. “The revelation follows two other extramarital affairs that led to his resignation Thursday. The two women are Alice Huang, who US intelligence suspects of being ​a Chinese spy, and Kimberly Powell, Nvidia’s vice president of health ​care. Reuters is not naming the second employee. Attempts to reach the ⁠woman were not successful. Nvidia declined to comment. Powell, Jensen Huang, and a representative ​for Nvidia’s board did not reply to requests for comment. Alice Huang could ​not be reached for comment. Jensen Huang admitted to an affair in a November 8 statement following the reports of his relationship with Alice Huang, without referring to her by name.” “The former ​Nvidia CEO’s decision to resign from the company could disrupt the AI industry ​that he helped shape. Nvidia has used its financial strength to help create an industry ‌around ⁠AI through complex financial arrangements that ease the purchase of the company’s chips. It has backed cloud computing companies and AI labs in order to do so.” Excerpt From “Former Nvidia CEO Huang had a relationship with a second employee, sources say” Max Cherney, Krystal Hu, Alexandra Alper, Deepa Seetharaman Reuters https://apple.news/ABDnx3G05QoqCLsyByjLt8A This material may be protected by copyright.'
  • Joseph Bland on Premarket: Apple is green - 'Hi, John. Apple volume settled by 2:42 at 30.9 M trades. Ya gots ta wait for at least 15 after the close to get the actual end of open market number…. But that’s still low volume…. Still, if AI goes even further south, where else are folks going to turn for a solid stock? I suppose there’s always cash. Or gold. Or – Bitcoin?? (I think I just crossed over into the Twilight Zone…)'
  • Joseph Bland on Apple's 2026 holiday ad - 'I thought that was – wonderful….'
  • Rick Johnson on Trump wants Cook at Nvidia - 'As usual, djt is a complete buffoon. Stop paying attention this clown.'
  • Alan Hochstein on Trump wants Cook at Nvidia - 'Wow Bart, you are damn good. I am glad that I am a member of this group!'
  • 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.'
  • Brian M MacManus 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.'
  • Bart Yee on Premarket: Apple is green - 'David, I don’t think it’s that. This is a fast moving story and a tremendous amount for investors to ingest and digest. How it plays out will be fascinating AND convoluted. As for AAPL, volume is decidedly on the low side, at about ~30M shares at the bell, aided by a 2-3M squirt of selling at the end, and a very slight -$0.48 change, random noise in AAPL trading. I think Apple investors who are NVDA investors are focused a lot more on NVDA today. Given Apple’s stability, and questions about Srouji and Cook as potential candidates , that would give investors pause as to what to do next, if anything. NVDA volume today is over 700M, closing at 735M shares out of 24.15B shares outstanding, an even 3.0% of the entire float changing hands. That’s extraordinary!! Of course, with this kind of downdraft and dip, closing at $166, -30% from its $239 all time closing high set Oct. 6, 2026, just 5 weeks ago, there’s plenty of bargain hunters looking for a nice entry point to a beaten down stock that could stabilize and rise again, or at least get back 15-20% to make a nice profit before bailing out. If you’re a trader, that’s a cheap opportunity. Whether this is close to a bottom (NVDA had been as low as $148 this morning) is unclear, but 1-3 months to conduct a CEO search is going to present uncertainty. Given the most breaking news that Huang has agreed to testify before Congress adds even more intrigue to this rapidly expanding and origami unfolding story. Makes Gurman’s internal Apple scoops pale by comparison. Wonder what stuff he has out of NVidia?'
  • Greg Lippert 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.'
  • Romeo Esparrago on Trump wants Cook at Nvidia - 'Also should be CEO for Elon’s companies as well. Rename X as eWorld! Wink!'
  • Romeo Esparrago on Trump wants Cook at Nvidia - 'Ha!'
  • David Emery 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,..)'
  • David Emery on Premarket: Apple is green - 'It’s hard to argue this kind of misconduct doesn’t “betray the company.” it generates significant negative press, it probably violates company policies, it sets a terrible example of dishonesty… All that before worrying about the US security risks.'
  • David Emery on A wild ride for Apple options - 'No risk of that.'
  • John Konopka 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).'
  • Daniel Epstein 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.'
  • Alan Hochstein on Trump wants Cook at Nvidia - 'I think I should be CEO at Nvideo. What do they do again?'
  • Daniel Epstein on China Renaissance raises its Apple target $185 to $425 - 'Congrats to Jerry and his advocacy for a foldable phone. (although I doubt anyone at Apple would admit they released the Duo because of outside advice or pressure.) And given the criticism of the current model’s features by some I can clearly see how Apple will solve some things which are lacking on the current model. I also see the potential for a Good, Better, Best concept in the Duo line as it evolves so it can be a typical Apple product line in the Iphone category.This is a big deal if true. Improving the camera, Face ID are just a few features that I would expect them to deliver in the coming years. Also different size solutions might be worthwhile. Not all new product releases have that potential. And Apple doesn’t always seem to complete a road map of future releases even if there seems to be a potential. (Vision Pro is an example) The long term issue for Apple which does show up is they don’t always maintain an update cadence for “all” the product lines and this has been true for Apple for a while. Why this is happening to different product lines is not always clear but newer products tend to have more obvious features to add. They seem to be having trouble finding new ways to update the Imac for example. Maybe not a big enough market for them to bother. Resources also may be spread a bit to thin as well as they just don’t have the inspiration, will or desire to update products. Even with a company as profitable as Apple it is not always clear they will refresh products they continue to want to sell on a timely basis. So the current updates of the Mac line stand out while the Ipad line has not received as much seemingly obvious refreshing. (Think Siri AI function) The new HomePod mini 2 and Apple TV both seem to have received relatively modest upgrades considering how long it has been since they were released. Some of this makes sense financially as well technically but it does make one wonder what the sales profiles would look life if they had been able to release newer models more quickly. And I do think Homeview and other products are just at the start so they might have a large opportunity there which at the moment seems to be just beginning. Could be the world doesn’t have enough Ram capacity for Apple to be too productive and still supple the AI boon as well.'
  • John Konopka on Premarket: Apple is green - 'After all the ups and downs Apple closed down a tiny bit on very low volume, ~24M.'