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The Kobeissi Letter
The Kobeissi Letter|Nov 11, 2026 23:47
Jensen Huang has now had the most expensive affair in history. Between the revelation of both affairs, Nvidia stock, NVDA, has erased -$700 billion in market cap. This means Nvidia has lost -$2.1 trillion in market cap since October 6th, in just 26 trading days. That’s -$81 billion per day for 26 days straight.
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Nov 12, 01:30An extramarital affair between a CEO and a female subordinate is a serious matter.
Nov 12, 01:07Nvidia's stock price plummeted, and the board of directors is preparing to fire the CEO.
Nov 12, 01:00Nvidia's market value evaporated by approximately $700 billion.
Nov 12, 00:57Nvidia's board of directors is preparing to remove Jensen Huang from his position.
Nov 12, 00:11Nvidia's board of directors is preparing to remove Jensen Huang from his position.
Nov 11, 23:53Washington used an extramarital affair to bring down Huang Renxun
Nov 11, 23:51The probability of Huang Jen-hsun being impeached has surged to 88%.
Nov 11, 23:35Nvidia's market value evaporated by $700 billion
Nov 11, 22:56Huang Renxun faces pressure to step down after being exposed for having an extramarital affair.
Nov 11, 22:42Huang Renxun's extramarital affair exposed, causing his stock price to plummet.

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