The million dollar question:
Will Jensen Huang deny allegations of the second affair reported by the New York Times just now?
If not, we are revising our outlook to a near-certain likelihood (>90%) that Huang will be removed from his role as CEO of...
The Kobeissi Letter
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BREAKING: Nvidia stock, $NVDA, crashes over -10% on reports that the company’s board is preparing to fire him from his role as CEO after news of a second affair. https://t.co/6z0GDqRRsp
11/11/2026 22:34
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BREAKING: Nvidia, $NVDA, is preparing to fire Jensen Huang, its founder and CEO, after allegations of a second affair have surfaced, per WSJ.
The board is preparing to meet as soon as today to determine his future.
11/11/2026 22:32
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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. https://t.co/mPK4SjdOB3
11/11/2026 22:06
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BREAKING: Nvidia, $NVDA, CEO Jensen Huang reportedly had another affair with a senior Nvidia employee, per NYT.
The relationship was reportedly with Kimberly Powell, Nvidia's VP of Health Care who reports to Jensen Huang.
Witnesses claim that Jense...
11/11/2026 22:04
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US pension funds are heavily concentrated in technology stocks:
The technology sector accounts for 44% of total US pension fund equity allocation, according to a Bloomberg analysis of more than 70 pension funds.
This percentage has more than double...
11/11/2026 21:07
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BREAKING: The perceived probability among US consumers that the unemployment rate will be higher in 1 year increased +1.5 percentage points in October, to 45.3%, the highest since April 2020.
This also marks the 3rd-highest reading on record, surpas...
11/11/2026 19:30
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BREAKING: The Nasdaq 100 surges over +3% on the day as short covering accelerates.
This puts the Nasdaq 100 up +9% from its low seen just 6 days ago. https://t.co/i0Eox3JqTV
11/11/2026 18:41
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Berkshire Hathaway is making a historic comeback:
Berkshire Hathaway outperformed the S&P 500 by +19.2 percentage points over the 1 month ending Thursday, its largest rolling monthly outperformance since 2010.
This also ranks as the 4th-largest suc...
11/11/2026 16:08
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BREAKING: The S&P 500 surges above 7,600 as dip buyers continue to rotate back into technology stocks.
We are now 3% away from a new record high. https://t.co/bllclJUVwF
11/11/2026 14:32
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BREAKING: Global central banks bought +321 tonnes of gold in Q3 2026, their largest quarterly purchase since Q4 2024.
This also marks their 5th-largest quarterly purchase on record.
Central bank gold purchases were up +8% from +296 tonnes acquired ...
11/11/2026 13:43
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BREAKING: Nvidia, $NVDA, surges over +6% as investors buy the dip in the stock amid the Jensen Huang situation.
The stock has now erased yesterday’s decline. https://t.co/Yzx1yZBaZU
11/11/2026 11:08
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