Darrell Brock retweeted
Trump approved a smuggling crackdown in May. Lutnick stalled.
Meanwhile $10.2 billion a quarter, 22% of Nvidia's revenue, was booked to Singapore. A city-state of 6 million. Then that line vanished from Nvidia's filings.
Incompetence is random. This broke the same way every time: for Nvidia, and for Beijing.
Then Nvidia blocks Megaspeed, changes how it reports geography, and the Singapore line vanishes.
Lutnick had the spy memo and sat on the crackdown three times. Where did the chips go? Release the memo. Release the licenses.
Darrell Brock retweeted
A few hours ago, I wrote: "They're going to pull it off. Jensen Huang is going to be pushed out of Nvidia."
It's done.
Officially, Jensen Huang resigned. In reality, the board was getting ready to throw him out. Effective immediately. He's also leaving the board. The CFO is stepping in as interim CEO. The board is even considering bringing in an outside CEO.
Thirty-three years. A company born in a Denny's, saved from bankruptcy more than once, turned into the most important company of the AI era. Wiped away in a week.
Whatever you think of his private life, look at the mechanics.
A scandal breaks. Pressure builds in Washington. Columnists demand his head. The board, which never prepared a successor, panics. The founder is out. And the man who fought the restrictions, who defended open models, who stood up to Washington, is gone.
The playbook worked. And when a playbook works, it gets used again.
The next target is Elon.
Why him? Because he's now the last builder of that scale who holds the entire chain. Rockets, satellites, energy, robots, AI, and soon chips with Terafab. He's the only one who can build both the superintelligence and the rocket that carries it into space. And he just said publicly that hiring Jensen would be an honor.
For those who want to slow everything down, there's no bigger target.
But they have a problem. You don't fire Elon Musk the way you fire Jensen Huang. He holds voting control at SpaceX. No board can throw him out overnight.
So they'll come at him another way. Regulators. Courts. Investigative committees. Government contracts. Media campaigns. Every weakness will be exploited, every mistake amplified, every procedure dragged out. They don't need to fire him. They just need to wear him down, slow him down, make every project ten times more expensive.
Open your eyes, because this is going to move very fast.
What we're living through right now isn't news. It's History.
In twenty years, this week will be taught in schools. The day America, in the middle of the race to superintelligence against China, took the man who made the chips for the entire planet out of the race. And people will ask what happened next.
The answer depends on what happens to Elon. And on what Jensen decides to do with the rest of his life.
I'm standing by my prediction.
We are living through History with a capital H.
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/n…
Darrell Brock retweeted
No es una derrota de Trump, es una catástrofe. El escrutinio continua y la diferencia en el voto popular ya es de casi de 14 puntos (16 millones de votos). Es la victoria más aplastante desde 1974. Para tener una idea, los Republicanos no llegan al 56% de los votos desde 1928.
Darrell Brock retweeted
Here's something Republicans and Democrats ought to agree on: nobody working 40 hours a week should feel like they're one emergency away from losing everything. We can argue about how to fix it, but pretending the problem doesn't exist is ridiculous. Housing, groceries, insurance, and utilities are eating families alive. Washington needs fewer political victory laps and more solutions that actually reach people's kitchen tables.
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Darrell Brock retweeted
Thune and Republicans talking about rushing to get judges and Trump appointees confirmed during the lame duck session is such an incredible tell. Did they not see this coming before taking (*checks notes*) 40 DAYS off before the midterms? The fact that they are scrambling now, or pretending to scramble, does more than tell you they didn't have their shit together, it tells you they never really cared about doing their damned jobs in the first place. What a useless bunch of grifters.
Darrell Brock retweeted
Howard Lutnick, who helped China get America’s advanced chips, would look good in orange.
"I'm not that interested in the salacious details of the private life of the CEO of Nvidia," said Sen. Chris Coons. "I'm very interested in why credible reports of a national security threat were not acted on, and Jensen Huang was allowed to continue advocating for the export to China of some of his most advanced chips." to.pbs.org/3VltpdJ
Darrell Brock retweeted
Howard Lutnick:
1. The architect of Trump’s illegal tariff scheme overturned by SCOTUS.
2. Lied about Epstein Island.
3. Devised the scheme to sell visas.
4. Covered up & facilitated the Nvidia scandal.
What does Lutnick have on Trump to still have his job?
Darrell Brock retweeted
Ok so 22% of the company’s revenue just…uh…moved out of Singapore at exactly the time reporters were asking questions about megaspeed wsj.com/business/earnings/nv…
SCOOP: President Trump authorized a crackdown on companies suspected of diverting Nvidia's advanced AI chips to China on Thursday, but one administration official repeatedly stood in the way: Commerce Secretary Howard Lutnick. axios.com/2026/11/11/trump-l…
Darrell Brock retweeted
This.
Independent voters don't want the middle.
Unlike Trump's base, they demand action.
Saying, “We’ve got to start talking to independent voters,” here is Swamp talk for “run to the middle.” Running to the middle is not what got Trump popularly elected in 2024, but it is what got Republicans crushed in the midterms. Bold conservatism is what will attract independent voters and win elections.
Ask yourself who knew about Jenson Huang’s affairs as well as who needed to get out of a vicious news cycle. Not saying she did it, but whoever threw Huang under the bus sure did get Susie Wiles out of the news while putting Huang and Lutnick under the microscope. 👀
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Darrell Brock retweeted
It’s pretty insane that the entire Republican voting base has said, “we don’t want this guy. We don’t want this failed leadership.” And their arrogance and obstinacy is so great that they come out and tell us, “we don’t care what you want. We understand we’re supposed to represent your wishes, but we are going to spit in your face and do what we want anyway.”
Literally, the only constituency that the Senate Republicans have are each other and a handful of massive donors.
.@SenateGOP is committed to being here and doing whatever it takes to finish this legislative session strong and get as much done as we can for the American people.
Darrell Brock retweeted
WSJ: "As recently as the summer of last year, Singapore was officially one of Nvidia’s biggest markets, generating 22% of the chip maker’s revenue. Then, practically overnight, it disappeared from the company’s financial disclosures. Investors deserve to know why, and Nvidia needs to start explaining, with or without Jensen Huang at the helm. The timeline indicates that Nvidia altered its methodology for reporting the geographic breakdown of its revenue shortly after placing Megaspeed International on an internal block list. It isn’t clear if the two are related, but the shift had the effect of removing visibility into Nvidia’s sales tied to Singapore. That is the home to Megaspeed, the cloud-computing company embroiled in a sex-and-espionage scandal that has engulfed Nvidia and its chief executive."
wsj.com/business/earnings/nv…
Jensen Huang survived a suspected Chinese spy scandal and an FBI review on Monday.
Her name is Kimberly Powell.
72 hours after Nvidia's board backed him, a second affair with his own Vice President of Healthcare and a San Jose hotel NDA just pushed his 33-year reign to the brink of an emergency ouster.
This is the story of how Jensen Huang survived a foreign espionage crisis on Monday, only to face a boardroom firing squad by Wednesday night over what happened inside his own building.
2008 - 2017
- Kimberly Powell joins Nvidia in 2008 and spends nearly 2 decades climbing the ranks, calling the job a "dream come true"
- by late 2017, she is promoted to Vice President of Healthcare, overseeing Nvidia's global medical imaging and AI drug discovery business
- because Jensen Huang doesn't use a COO or a succession plan, Powell becomes 1 of roughly 60 executives who report directly to the CEO
March 2026
- during Nvidia's annual GTC developer conference in San Jose, 48-year-old Powell takes the stage using cartoon depictions of Jensen Huang in her presentation slides
- at a nearby San Jose hotel where Nvidia executives are holding meetings, 63-year-old Huang and Powell are seen being affectionate in public view
- 1 bystander captures the interaction on a phone, according to 3 people briefed on the incident
- Huang's personal security detail spots the bystander filming, sequesters them on the spot, and offers a nondisclosure agreement (NDA) to keep the video quiet
November 8 - November 9, 2026
- after The New York Times and Financial Times expose Huang's separate affair with Alice Huang (whose Singapore firm Megaspeed bought $4.8 billion of Nvidia chips before US intelligence flagged her as a Chinese MSS asset), Huang emails 30,000+ employees admitting he cheated on his wife of 43 years
- Nvidia's Board publicly backs him ("The Board has confidence in Jensen and his leadership team") while hiring law firm Wachtell Lipton to run an independent inquiry
- President Trump backs him after a phone call on Monday ("He told me he had no idea that woman was a spy and I really believe him"), and by Wednesday's close, NVDA rebounds +2.92% to $173.73
November 11, 2026 - Tonight
- The New York Times calls Jensen Huang directly after 5 former Nvidia employees confirm his second affair with direct subordinate Kimberly Powell
- Huang tells the reporter: "I don't think you should be talking to me directly" and hangs up the phone, while Powell cancels her scheduled speech in Washington, D.C.
- within hours, The Wall Street Journal reports Nvidia's Board of Directors is preparing to meet as early as tonight to oust the co-founder who has run the company since 1993 and has started consulting external headhunters
- NVDA plunges 8.22% after hours to $159.45, erasing roughly $340 billion in hours (over $650 billion since Sunday), while Kalshi odds of his exit before 2027 vertical-spike from 16% to 87%
In corporate America, a board can defend a founder who claims he was fooled by a foreign spy outside the building.
No board on Wall Street can defend a CEO who sleeps with his own direct report and uses corporate security to silence a witness with an NDA, the exact governance line that took down Intel CEO Brian Krzanich in 2018 and McDonald's CEO Steve Easterbrook in 2019.
Jensen Huang spent 33 years building a $4 trillion monopoly with 60 direct reports, 0 succession plan, and no second-in-command, turning himself into the single point of failure for the entire global AI trade.
Darrell Brock retweeted
SCOOP: Commerce Secretary Howard Lutnick was sent a highly classified memo warning about Nvidia CEO Jensen Huang's relationship with suspected Chinese spy Alice Huang.
Lutnick oversees the agency charged with keeping sensitive U.S. technology out of the hands of American adversaries. The warning raises questions about how the department weighed potential security risks as it cleared advanced Nvidia chip sales to China-affiliated entities.
W/@MarcACaputo
axios.com/2026/11/10/lutnick…
Darrell Brock retweeted
Lutnick advocated the tariffs, scuttled a trade deal with Canada that sparked a pre-midterm trade war, and has been covering for a company funneling our technology to China while stalling presidential orders to curtail those transfers.
Darrell Brock retweeted
An absolutely wild new Nvidia development from @axios, reporting that Pres. Trump last week ordered a crackdown on companies routing Nvidia chips to China —with blessing from Bessent, Rubio, Clayton, Hegseth, Greer and Elon Musk—and that Commerce Sec. Howard Lutnick resisted.



























