Jensen Huang is toast. His fall will trigger doubts and weakness but also demands to know more. Huang has been caught. Who has not? How much more rank corruption is waiting to be exposed among the entitled denizens of the court of King Donald? What sordid skeletons from the past may be reawakened?
Charlie Munger’s triad has manifested perfectly: Liquor is the intoxicating narrative of infinite AI scaling that defies gravity. Ladies is Ms. Alice Huang, the alleged spy who compromised the King. And Leverage is Nvidia itself—the underwriting spider at the centre of a massively leveraged web of debt and circular financing.
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