Breaking News! Jensen Huang announces his resignation.

In the program, Hu Liren analyzes the resignation of NVIDIA CEO Jensen Huang. He argues that Huang's resignation is not merely due to rumors of espionage, but is the result of a board-led ouster over the severe damage caused to U.S. national security by supplying top-tier chips to the Chinese Communist Party (CCP). He warns investors to be cautious regarding NVIDIA stock and points out that the subsequent negative impact of this incident is still unfolding.

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I just finished a program about Jensen Huang's resignation. In fact, I have been analyzing this. From the very beginning, if you have been watching my channel, I have been saying that Jensen Huang wouldn't be able to hold onto his position. This matter is huge; it is not what the outside world imagines—that he just found a woman outside who happened to be a CCP spy. It is absolutely not like that. I can tell you all that this is a massive deal. I am not fear-mongering. You must understand how important NVIDIA's top-tier chips are to the CCP, and the CCP would use heavy-handed tactics to obtain them. They would use every means possible; it is not just about sending a woman to solve the problem. It is completely different. There is something hideously evil hidden behind it. I even suspect that Jensen Huang himself is very likely colluding with the CCP.

Such matters involving the CCP are inherently very sensitive. If I were at that company, I wouldn't even dare to touch it. Once you get involved with the CCP... Jensen Huang, I am announcing major news—I am excited—Jensen Huang has just announced his resignation, stepping down from all his management roles. Now they have a CFO, a woman named Kress who used to manage the finances, who has taken over the entire operation of the company. Another point, everyone must remember this incident. Look at Jensen Huang's resignation; this event is not a bad thing. It would be a bad thing if he were still in office; that would be extremely damaging to NVIDIA. After Jensen Huang was held accountable by a large number of shareholders, his market value plummeted, with hundreds of billions evaporated, and it hasn't stopped yet. Now everyone wants to hold him responsible; this time he is in deep trouble. Not only has his own net worth evaporated, but he also has to pay out a lot of money to compensate others. He will lose everything, his family fortune will be gone, and the company's business will be lost as well. This is the consequence of Jensen Huang's collusion with the CCP. He has fallen from the altar as a hero. This is why you must never touch the CCP. As long as you have any dealings with the CCP, the final result is something you will have to bear.

He has now announced his resignation, just this morning, released on the 12th. I just saw this news and thought it was fake, but I checked immediately, and it has indeed been released everywhere. Over these next two days, NVIDIA's stock will fluctuate violently. I said a couple of days ago that you should not touch NVIDIA anymore. I have friends who have already bought in; these people are out of their minds and do not realize how big this incident is. I do not trade NVIDIA stock because I used to trade stocks in China; I am quite a veteran, having traded since the early 1990s. Later, because I once served a company that was related to the Shanghai Stock Exchange, I participated in that project. At that time, to avoid any conflict of interest, I stopped trading Chinese stocks because, after doing so, we could see the backend data. I participated in a project back then, which was the national satellite communication project for the Shanghai Stock Exchange. At that time, the Shanghai Stock Exchange's data was transmitted via DDN, and later it rented a frequency band through the AsiaSat 1 transponder, so its market quotes and trade confirmations were all transmitted via satellite. In this way, everyone's latency was about the same, within a fraction of a second. It was different from what you saw before via DDN; the market quotes you saw in Shanghai were different from those seen in Xinjiang. DDN transmission had time differences; the longer the distance, the greater the difference. Later, through satellite, everyone was synchronized. Previously, when using DDN, the real-time prices you saw in Xinjiang were already delayed; the prices you saw were not necessarily what you could buy or sell at. I participated in this, so I avoided conflicts of interest and did not trade US stocks. Whatever I do, I only invest under the premise that I can control it. But I am very sensitive, especially regarding the development of some tech companies. Also, everyone must remember that this time, Jensen Huang's resignation was forced by the board of directors because this matter is too big and has caused damage to the entire company. The board will evaluate whether it is better for the company's development for Jensen Huang to stay or go, so he suddenly announced his resignation.

Conversely, the fact that he has now announced his resignation over a woman's affair proves that the Jensen Huang incident is by no means as trivial as the outside world claims. Some people even say, "Teacher Hu, the Jensen Huang incident is nothing more than him being a CCP spy," then you are too insensitive. To be able to force Jensen Huang to resign—he is like a god-like figure at NVIDIA, and he doesn't even have a successor; everyone thought Jensen Huang was the pillar of the company. I tell everyone, it is useless to say that a person cannot leave this or that. Some people say that if the US leaves Trump, what will the US do? You shouldn't say such things. If you use this kind of thinking to define Trump, you don't understand the US at all. The US has countless Trumps, each generation better than the last. Among Republicans, there are many people whose abilities may be stronger than Trump's. These truly capable people do not come forward; they are watching, and at a very important moment, they suddenly appear. These are all arrangements by God.

I predict that this incident is not over yet. Today, NVIDIA's stock may fluctuate very violently. Some people who are bullish or bearish may think this is a good thing, while others may think that Jensen Huang's resignation will cause great damage to the company. Of course, the damage is definitely great. From the moment Jensen Huang started colluding with the CCP and continuously allowing chips to enter CCP territory, this damage was already done, and this landmine was already buried. Do you know what the biggest damage of the Jensen Huang incident is? It is US national security, so the US government and those who truly love the US will not spare him. I even chatted with a friend about this, saying that Jensen Huang has now caused serious damage to US military capabilities and serious damage to national security, which no one else can compare to. Think about it, if it is used in their submarines, used in the CCP's nuclear weapons, submarines, missiles, aircraft, and high-tech aircraft, their military strike capability would be instantly enhanced. The security of the entire Asia-Pacific region has been seriously threatened, so Jensen Huang's resignation was 100% certain. In my previous program, I said that from last night, about 90% of the media worldwide were predicting that Jensen Huang would resign. I knew and was certain from the very beginning that this person would resign. Today, the other shoe has dropped, and he suddenly resigned; the Jensen Huang era is over, and there is no possibility of him going back. What follows for Jensen Huang will be constant negative news, and then deep digging into Jensen Huang. Now many people are studying Jensen Huang's personality and how big this matter is.

I am not a professional broadcaster, and as a southerner, my Mandarin is not very good. However, if you listen to my program and focus on the most important points within it, you might find that I am much more sensitive to these issues than many other media figures. Alright, I have resigned. As for those of you who have been watching him sell stocks over the past two days and are thinking about buying Nvidia stocks to bottom-fish, I advise you not to jump in yet; wait, just wait a little longer. The Jensen Huang incident is not that simple. The company has already partially isolated him, creating a flood barrier to contain him, but it has not fully contained him yet. Alright, thank you all for watching. We will analyze this bit by bit, and I will continue to analyze this Jensen Huang incident. Thank you for watching, and I will see you in the next program.