Lau, could it be that Jensen Huang pulls of the playbook of Lou Pai of Enron?
Lou Pai
> Born in China in 1947
> Moves to America at 2yo
> B.S. and M.S. Economics at U. of Maryland
> Joins Enron in 1987 and heads subsidiary of Enron Energy Services in 1997
> Internally called the "invisible Enron CEO"
> Loves going to strip clubs and starts having an affair with a Houston stripper
> Wife finds out and judge forces him to liquidate Enron shares in divorce settlement
> Leaves Enron in 2001 with $280m
> Enron files for bankruptcy few months after he leaves
> Other Enron execs that sold shares before collapse are investigated and some go to jail
> Pai never criminally charged and moves on as Colorado's 2nd largest landowner (and world's luckiest businessman ever)
Transfered to Jensen Huang:
Jensen Huang getting caught with a suspected Chinese spy is not a national security crisis. It's the greatest liquidity event in market history.
He's running the Lou Pai Enron playbook to perfection. How do you dump billions in $NVDA at the absolute peak of the AI bubble without spooking the tape or triggering an SEC/DOJ insider trading? You get a divorce judge to legally force you to liquidate the position.
Zero regulatory blowback. Generational bag secured. 🏆 Undisputed GOAT.
Thanks, MS. This is actually an interesting theory, and it would make a lot of sense given how close to the edge the market is dancing right now. My only quibble is the choice of accomplice. If the goal was a quiet exit, picking a Chinese spy seems like the absolute worst way to go about it.
P.S. On Pai: the SEC did catch up with him in 2008. He paid $31.5 million (and was barred from running a public company for five years). Still a bargain on $250 million!
Yes, Thomas. There’s def something to be said for being boring. Walton drove that old Ford pickup until the end, and the only thing anyone ever got out of it was dog hair. :)
Lau, could it be that Jensen Huang pulls of the playbook of Lou Pai of Enron?
Lou Pai
> Born in China in 1947
> Moves to America at 2yo
> B.S. and M.S. Economics at U. of Maryland
> Joins Enron in 1987 and heads subsidiary of Enron Energy Services in 1997
> Internally called the "invisible Enron CEO"
> Loves going to strip clubs and starts having an affair with a Houston stripper
> Wife finds out and judge forces him to liquidate Enron shares in divorce settlement
> Leaves Enron in 2001 with $280m
> Enron files for bankruptcy few months after he leaves
> Other Enron execs that sold shares before collapse are investigated and some go to jail
> Pai never criminally charged and moves on as Colorado's 2nd largest landowner (and world's luckiest businessman ever)
Transfered to Jensen Huang:
Jensen Huang getting caught with a suspected Chinese spy is not a national security crisis. It's the greatest liquidity event in market history.
He's running the Lou Pai Enron playbook to perfection. How do you dump billions in $NVDA at the absolute peak of the AI bubble without spooking the tape or triggering an SEC/DOJ insider trading? You get a divorce judge to legally force you to liquidate the position.
Zero regulatory blowback. Generational bag secured. 🏆 Undisputed GOAT.
Regulators hate this one simple trick.
Right on, MS. Jensen may have figured it’s time to cash in and take the exit ramp to a life of les stress and more champagne and caviar.
Thanks, MS. This is actually an interesting theory, and it would make a lot of sense given how close to the edge the market is dancing right now. My only quibble is the choice of accomplice. If the goal was a quiet exit, picking a Chinese spy seems like the absolute worst way to go about it.
P.S. On Pai: the SEC did catch up with him in 2008. He paid $31.5 million (and was barred from running a public company for five years). Still a bargain on $250 million!
every man is susceptible, but rich men most of all.
Be like Sam Walton - drive a beat up truck and don't become an attack surface.
Yes, Thomas. There’s def something to be said for being boring. Walton drove that old Ford pickup until the end, and the only thing anyone ever got out of it was dog hair. :)