Kryptonian, Real-time Reporter, Mild-Mannered Solar Farmer, Treasure Hunter. Incorruptible, Truth, Justice & Liberty.
Joined February 2009
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Ray Maximus 💥🚀 retweeted
Our message to Nvidia's board:
Do not fire Jensen Huang.
There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.
First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.
A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.
Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.
The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.
Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.
In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.
We believe Jensen Huang's potential removal as CEO is now ~80% priced in.
Why take an action with massive downside potential when the market has already priced in much of that risk?
The downside of retaining Huang may be limited, while the potential upside is tremendous.
Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.
Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.
We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.
Once the dust settles, firing Jensen Huang would prove to be a costly mistake.
It is time to pause and consult your shareholders.
Things I will never do: have an affair, drink alcohol, do drugs, smoke, eat mayo, cream cheese, have a pot belly, walk into a store through exit door.
I will pole position you off the line 0-60 in a blink rearview 10 car gap...and don't even drive electric. OK, fresh Mobil 1. 😉
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BREAKING: Nvidia stock, $NVDA, falls sharply on reports that Jensen Huang had another affair with a senior employee at the company.
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So cousin Jensen is turning out to be quite the scandalous mf'er. WTF?!
Nvidia ($NVDA) CEO Jensen Huang allegedly had another extramarital relationship, this time with Kimberly Powell, Nvidia's VP of health care who reports to him, according to five current or former employees cited by The New York Times.
• New Allegations: Huang, 63, and Powell, 48, were reportedly seen being affectionate at a San Jose hotel during Nvidia's March conference. A bystander allegedly recorded the interaction, but the NYT has not viewed the video.
• Security Response: Witnesses claim Huang's security detained the person who recorded the encounter and offered a nondisclosure agreement.
• Corporate Governance: Nvidia's code of conduct warns against conflicts of interest involving personal relationships. Powell joined Nvidia in 2008 and became VP of health care in 2017. No policy violation has been established.
• Existing Investigation: Nvidia's board is separately investigating Huang's acknowledged affair with Alice Huang, whom U.S. intelligence identified as a suspected Chinese intelligence asset. Three Republican-led House committees have requested a closed-door briefing. China denies the espionage allegations.
• Company Response: Nvidia declined comment, Powell did not respond, and Huang ended a phone call when questioned about the alleged relationship.
Dace H, [Nov 11, 2026 at 1:59:59 PM]:
Huang swing...
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Ray Maximus 💥🚀 retweeted
Henry Cavill launches a retro inspired video game on Googlebook. Watch the full episode and play the game at Googlebook.com/Henry
Get it done, JD. End this stupid war.
Vance Considers Direct Talks With Iran Hardliner in Push to End War - WSJ wsj.com/world/middle-east/va…
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[“They(Gunn/Safran) were only put on the leadership team temporarily as a facade to play nice with investors, anti-merger politicians etc. to show stability, but Ellison already wanted them out months ago.]
🤣😂😭
James Gunn ‘Setting Fire’ To DC: ‘There Were Screaming Matches’ Over Man of Tomorrow (Exclusive)
cosmicbook.news/gunn-setting…
ALT James Gunn ‘Setting Fire’ To DC: ‘There Were Screaming Matches’ Over Man of Tomorrow (Exclusive)
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Ray Maximus 💥🚀 retweeted
Latest notes with @WillSammon and @katiejwoo, unlocked and free to read. nytimes.com/athletic/7772319…
Ray Maximus 💥🚀 retweeted
James Gunn and Peter Safran have been dismissed from DC Studios after their decade-long plans imploded, following a string of projects that lost money and failed to hook audiences.
Sources suggest the thinking was Gunn and Safran spent big — and lost too much — on projects that just weren’t resonating with audiences, raising eyebrows with their decision to focus on lesser-known characters like Supergirl and Clayface rather than building out the franchise with marquee names.
As one studio insider puts it: “The industry has taken away the wrong lessons from Marvel’s success. Higher budgets don’t equal quality storytelling.”
variety.com/2026/film/news/j…
Already steps in the right direction. Who asked for Creature Commandos??!! No one. How did Clayface even get green-lit??! No one asked for that crap character's movie.
Insiders expect David Ellison to push for the Justice League’s biggest characters to return to the big screen as soon as possible
Jeremy Latcham is expected to prioritize films featuring Wonder Woman, Green Lantern, The Flash and other major DC heroes over lesser-known characters
(via @TheWrap)
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Ray Maximus 💥🚀 retweeted
Henry Cavill is vibe coding some power-ups for his video game on Googlebook. Watch the full episode at googlebook.com/henry
Was out on a run & this happens! One of the greatest days in years!!!!!!!! 🎉🥳🎊🥂🎆🙌🥳👏👍🫡
Jeremy Latcham will join Skydance Motion Picture Group as President and Chief Creative Officer, DC Studios.
James Gunn and Peter Safran will step away from their leadership roles after four years transforming DC and resetting the Studio’s foundation.
David Ellison, Chairman and CEO, and Ynon Kreiz, Co-CEO, of Skydance said: “James and Peter launched a new era for DC Studios and led it through a period of real transformation, resetting the foundation and building a slate we’re incredibly proud of. We’re grateful for their passion, contributions and commitment to this legendary brand. Jeremy has been a longtime creative partner to both, and we have complete confidence that James and Peter will ensure a smooth, collaborative transition and continue this work with care. We look forward to working with Jeremy to build the next generation of DC storytelling and to doubling down on our commitment to fans.” skydance.com/news/press/skyd…
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Ray Maximus 💥🚀 retweeted
“No serious person gives a shit that he cheated on his wife” is a spectacularly unserious false dichotomy, as though personal integrity and national security were mutually exclusive concerns. Why do executive hiring, board evaluations, and fiduciary oversight examine character, judgment, honesty, and ethical conduct? Because trustworthiness doesn't magically begin at the office door.
CEO who admits betraying his wife of 41 years has demonstrated a consequential failure of personal judgment, and when that betrayal intersects with an alleged foreign intelligence operation, the implications extend well beyond his marriage. That doesn't establish espionage or breach of fiduciary duty, but it certainly warrants scrutiny. Jensen himself acknowledged falling short of his obligations to employees, directors, and shareholders.
Remarkable that you're more eager to declare his infidelity irrelevant than he is. If integrity matters when allocating corporate capital, it cannot suddenly become immaterial when assessing the character of the person entrusted with it.