TraderS | 缺德道人
TraderS | 缺德道人
宏观 × 美股 × Crypto 交易员 拆解美联储、战争与全球资金流 提前捕捉 美股 / 原油 / BTC / 金银 / 风险资产拐点 和读者一起看金融风暴 🌪 推特同名TraderS | 缺德道人，账号TraderS18
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Damn, Chuan, are you serious? Are you really going to replace Cook? Gay definitely won't make gender mistakes... Colorful graphics cards are probably going to sell like crazy🌚$NVDA #英伟达宣布黄仁勋辞去CEO职务
Overall, Elon Musk is harder to deal with than Huang. When Musk was handling DOGE, he gathered a lot of dirt, basically like a "Record of Officials," so messing with him comes at a high cost and they might not necessarily go after him. Besides, Musk is white and originally jumped from the Democratic Party to the opposition, so he's someone who can be courted. As long as the deal is good, it's not impossible for him to jump back to the Democratic Party after Trump leaves office. After all, he's young and anything is possible $SPCX $TSLA
It seems that the current market is somewhat about contributing to Anthropic's IPO. Nvidia, along with a bunch of AI followers, is dropping to release funds, and gold, silver, Bitcoin, and Ethereum are also contributing as gifts.
A÷ is truly A÷, increasing account bans to scam retail investors' money while also plundering the funds of big players. It seems the investors behind the scenes are eager to cash out by going public and securing their profits, $ANTHROPIC #AnthropicIPO进展：获数倍超额认购，估值或上调
To be honest, this is already the best solution under the circumstance that it’s impossible to keep Huang.
The board definitely doesn’t want to let Huang go, as it would be a huge loss to their interests.
But the situation is stronger than people; after all, Trump lost, and the reckoning has just begun. Who knows what surprises might come next.
These people have a clear goal: to get rid of Huang. If Huang isn’t enough, they add female subordinates; if that still doesn’t work this time, they’ll keep escalating. If Huang can’t hold on, even if he tries, a lot more explosive information will come out.
Having been a helmsman for decades, leading the world’s largest market cap and most advanced technology company, he’s inevitably targeted by countless people. Without top-level protection, he’s just fish on the menu.
Retiring bravely while still useful might allow him to make a comeback in the future, but that probably depends on the next presidential election when the president again controls all three branches. $NVDA #英伟达宣布黄仁勋辞去CEO职务
TraderS | 缺德道人
Unable to retain Jensen Huang, Nvidia's board chose the second-best solution, which is Plan Two
2. Orderly transition: the proxy and a heavyweight name announced simultaneously. Target price $145–160, a close gain on the day is not ruled out. $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
Unable to retain Jensen Huang, Nvidia's board chose the second-best solution, which is Plan Two
2. Orderly transition: the proxy and a heavyweight name announced simultaneously. Target price $145–160, a close gain on the day is not ruled out. $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
TraderS | 缺德道人
Everyone is watching the drama unfold, but the most interested question is definitely when to bottom-fish Nvidia.
This mainly depends on whether he will step down and the handover situation afterward. The short-term decline has already gone quite far, basically pricing in emotional panic and the imminent loss of Nvidia's soul founder.
According to Polymarket information, the probability of Jensen Huang stepping down is over 80%.
We can divide the future into four scenarios:
1. Jensen Huang is retained and does not step down, then the stock price will likely rebound sharply above 170.
2. An orderly handover: an acting leader and a significant name are announced simultaneously. The price range would be $145–160, with a chance of closing higher that day.
3. Only an acting leader is appointed, with a statement "initiating selection": $135–150.
4. Chaos: no decent acting leader or additional investigations follow. $120–135.
From the perspective of chip support, the next major daily support is near 100, which is too far away and would require a long time plus many black swan events to reach. The next weekly support is around 111–118, which matches the worst-case scenario if Huang steps down and can be considered a safety zone. So, friends eager to bottom-fish now can set their liquidation price below 110–120 and then count their money when the situation improves. Those not in a hurry can watch and wait for better opportunities. $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
Everyone is watching the drama unfold, but the most interested question is definitely when to bottom-fish Nvidia.
This mainly depends on whether he will step down and the handover situation afterward. The short-term decline has already gone quite far, basically pricing in emotional panic and the imminent loss of Nvidia's soul founder.
According to Polymarket information, the probability of Jensen Huang stepping down is over 80%.
We can divide the future into four scenarios:
1. Jensen Huang is retained and does not step down, then the stock price will likely rebound sharply above 170.
2. An orderly handover: an acting leader and a significant name are announced simultaneously. The price range would be $145–160, with a chance of closing higher that day.
3. Only an acting leader is appointed, with a statement "initiating selection": $135–150.
4. Chaos: no decent acting leader or additional investigations follow. $120–135.
From the perspective of chip support, the next major daily support is near 100, which is too far away and would require a long time plus many black swan events to reach. The next weekly support is around 111–118, which matches the worst-case scenario if Huang steps down and can be considered a safety zone. So, friends eager to bottom-fish now can set their liquidation price below 110–120 and then count their money when the situation improves. Those not in a hurry can watch and wait for better opportunities. $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
hhhhhhh, I'm dying laughing, has the Democratic Party's white left become so terrifying? Is it really only politically correct and flawless if a Gay person takes over?
By the way, I'm actually quite opposed to the logic of the "winning school," but the US party struggle is a good thing for China, or at least for China's AI.
If Huang Le is a spy, China wins, managing to infiltrate the US to this extent.
If Huang Le is just dealing with some graphics cards, China still wins, and the previous sanctions are greatly undermined.
If Huang Renxun is taken down, Nvidia will be in chaos, US AI will slow down, and China will win even more.
Bro, I'm too lucky, I don't even know how to lose, winning big $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
If Huang really gets removed this time, Nvidia might be taken over by the CFO in the short term.
Actually, according to the plan Huang has been working on, he roughly intends for Madison Huang, his daughter, to succeed him in the long run. Huang has been grooming his daughter for some time now, and there are many second-generation veterans within the company. However, his daughter does not yet have enough prestige or seniority inside the company, so putting her in the spotlight now might not be convincing, and the board probably wouldn't agree.
But for Huang, stepping back to direct from behind the scenes seems to be the best approach. If his daughter can't take over, he might first promote Ian Buck, his protégé of 20 years, to continue executing the existing strategy and maintain influence. This is somewhat similar to CZ stepping back behind the scenes and appointing He Yi as CEO after his release.
In this way, Huang exchanges power for a safe landing. The other side won't completely wipe him out but will leave his daughter in the company to continue her development with the hope of taking over in ten years. Huang himself would just hold an advisory or honorary title and then be done. $NVDA #美媒曝英伟达拟罢免黄仁勋，股价盘后跌超9%
