FinTech Dev * Asset Management
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Joined April 2009
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NEW: Intel intercepts implicating Jensen Huang in affair sparked classified Rubio memo
The US intelligence community intercepted communications in the spring indicating that an executive of Megaspeed, a company under investigation for possibly diverting sensitive technology to China, was having an affair with a US person.
The American was “masked” in the intelligence reporting, a standard procedure used by intelligence agencies to protect the privacy of US persons whose communications might be picked up during the monitoring of foreign targets, sources familiar with the matter told CNN.
But upon seeing the raw intelligence, US officials requested that the American’s name be “unmasked”— revealing the individual to be the now-former NVIDIA CEO Jensen Huang, the sources said.
Marco Rubio then drafted a memo summarizing the intelligence and disseminated it to a very small group of senior US officials, including at the White House, the sources said. cnn.com/2026/11/13/politics/…
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The NYT itself has literally said it had learned that Alice Huang was a spy for the MSS, an interpretation of the evidence that looks increasingly tendentious incidentally, from "people briefed on the intelligence". They obviously didn't learn that from "following the documents and money".
I don't think it was people in the intelligence community, I think it was China hawks in the administration who saw an opportunity to get rid of Huang by leaking this claim and were presumably helped by ideologically aligned journalists who saw an opportunity to get a splashy headline and didn't ask too many questions, but please don't insult our intelligence by pretending this didn't happen.
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$NVDA SEND IT ...
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Mario D'Angelo retweeted
Pilot of the plane I’m on waiting to takeoff just said there’s a nationwide ground stop.
It's incredible anyone would want to bring down a highlight of American Entrepreneurship that started up at a Denny's diner with next to nothing, built in public and appreciated people. $NVDA
Wow. According to Jensen Huang's biographer, the former Nvidia CEO liked to give the waitstaff huge tips without making a big show of it. nytimes.com/2026/11/12/opini…
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Wir NVIDIA-Aktionäre sollten uns verbünden und den NVIDIA-Verwaltungsrat neu besetzen.
Dank Jensen Huang sind rund 27.000 NVIDIA-Mitarbeiter durch Mitarbeiterbeteiligungsprogramme zu Millionären geworden.
Jensen Huang hat den Wert der NVIDIA-Aktie um 70.000 % gesteigert.
Der NVIDIA-Verwaltungsrat handelt kleingeistig und weder im Interesse der Eigentümer noch im Interesse der Mitarbeiter.
Moralische Schuld hat Jensen Huang gegenüber seiner Ehefrau. Wenn sie ihn vor die Tür setzt und mit 70 Mrd. USD aus der Scheidung hervorgeht, ist das eine ausreichende Strafe für seine Fehltritte.
Als NVIDIA-Aktionär fordere ich, den NVIDIA-Verwaltungsrat zu feuern und jeden Huang zurückzuholen.
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One takeaway from the interivew:
10% probability of @JensenHuang might come back. $NVDA @nvidia via @munster_gene
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Mario D'Angelo retweeted
Streaming live at 12 PM ET: A fireside chat with JPMorgan CEO Jamie Dimon and @DarioAmodei. youtube.com/live/YHEaEpeY3ew
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