The AI Bubble's Biggest Risk Was Never Leverage. It's Him.
1 hr 20 min
Here are the show notes: Jensen Huang just admitted to cheating on his wife with a woman U.S. intelligence suspects is tied to Chinese state security, Nvidia briefly erased over a quarter trillion in market cap, and somehow the rest of the market just shrugged it off. The crew digs into whether this is really about infidelity or something much bigger involving chip exports, Megaspeed, and a 600,000-GPU paper trail sitting in Hong Kong. In this episode: • Jensen Huang's public apology and the Nvidia stock reaction, down roughly $257 billion while the broader market hit new highs • The Alice Zhang story, her alleged ties to Megaspeed and Alibaba, and whether this is espionage or a distraction from a bigger problem • New York Times report on Nvidia allegedly routing around 600,000 chips to Beijing through Hong Kong • Binance CFO's sudden resignation and why the timing looks suspicious • Taiwan's new short-selling ban and a 15 billion fund after TSMC-linked stocks had their worst week since 2001 • Trump's press conference joke about the affair and the Dana White press secretary mix-up • Fed survey showing layoff fears at their highest since the COVID crash, plus a rundown of inflation expectations and rate-cut odds ahead of the next CPI print • Michael Saylor's Strategy buying another 1,037 Bitcoin, plus a debate on Nick Fuentes, Charlie Kirk's legacy, and Dave Chappelle's viral Charlie Kirk joke For the full conversation with charts, clips and all the reactions, check out the video version of this episode. Watch the video version: https://youtu.be/gSo8S5riS5Q
