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The Most Powerful CEO in Tech Just Walked Into the Oldest Trap

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Nvidia CEO Jensen Huang spent decades building the image of the most disciplined man in tech, and Nvidia spent nearly $4 million a year guarding him. Then, on Sunday, November 8, he admitted an extramarital affair with Alice Huang, the Megaspeed executive U.S. intelligence says was recruited by China's Ministry of State Security, and his own board opened an independent investigation. By Monday, about $250 billion of Nvidia's market value was gone. This isn't tabloid gossip. I line up what Jensen Huang has admitted in writing against what U.S. agencies and Nvidia's board are still investigating: thirteen months of official denials, a Singapore cloud company that bought between $2 billion and $4.8 billion in Nvidia hardware, a classified State Department memo, a Beijing trip that left him off the plane at first, and a company with sixty direct reports and no public successor. I also give Huang and Nvidia's bulls their best defense: there is no public evidence he handed over a single secret, and China and Megaspeed deny every claim. Recorded on November 9, 2026, the day after the board's statement. Figures and reporting are as of that day. Allegations are attributed to the outlets that reported them, and comments from the public are paraphrased without usernames. The surveillance file and the State Department memo shown on screen are labeled reconstructions: the originals are classified. #Nvidia #JensenHuang #nvidiastocks Chapters 0:00 Don't Get Fired 1:59 Completely Normal 5:38 The Storefront in Singapore 9:20 The Layover in Alaska 13:30 Too Big to Fire 16:13 Sixty Direct Reports 19:41 The Quarter-Trillion Haircut

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