Why Jensen Huang Is Heading Toward a Total Defeat!

In this episode, Hu Liren discusses the recent strategic missteps, financial guarantee controversies, and the comprehensive crisis triggered by the personal conduct and arrogance of Nvidia founder Jensen Huang. The program points out that Huang's provision of chips to the Chinese Communist Party (CCP) has disrupted the Western strategic landscape, leading to severe scrutiny from both US political parties, the Department of Homeland Security, and the Department of Justice, potentially involving criminal liability and political repercussions.

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Let's talk about Jensen Huang again. Some news came out today. Over these past two days, the Jensen Huang incident has been truly massive, impacting the entire world and the strategic landscape between the East and the West. I am telling you this, and what I say today will be verified in the future. It has broken the original strategic plan of the West. The CCP now possesses hundreds of thousands of chips that you wanted; now that they are in the hands of the CCP, the CCP is like a tiger that has grown wings.

Look, another piece of news came out today. Jensen Huang once publicly belittled and mocked the current CEO—well, the person currently in charge is a woman who was previously the CFO, in charge of finance—at a meeting. He publicly mocked her, asking what kind of person she was. Because this woman was sent by the board of directors, right? And he is the CEO, so he asked it that way. This man is like a local despot within the company. He once publicly mocked this woman, who is in charge of finance, at a meeting. What did he mock her for? He said she was like a deer blinded by car headlights—that was roughly the meaning. In other words, this person is completely lost and has no idea what the company's future strategy is. His point was that his strategy is successful, while her strategy is a failure.

In order to expand his business, Jensen Huang had many clients who didn't have enough money to buy his chips because the prices were high. Nvidia is a large company, and this is how it works: it's not that he lends money to them, but rather he helps them secure financing. Banks certainly wouldn't give them money, as these tech companies often don't have much cash on hand to purchase his chips. To increase his sales—because Jensen Huang did something—he provided guarantees for the other companies, meaning he acted as a guarantor for his clients. It's like, you don't have money, right? Fine, you need 100 million USD, right? Okay, you go find a bank and get financing. And for that 100 million USD, I will pay it back; I will act as the guarantor. I will provide the guarantee for you. You can imagine that for such a large company to provide a 100 million USD guarantee, if the client cannot pay it back, then it becomes Jensen Huang's debt.

So once this thing is done, then as a chief financial officer, she is definitely very careful when doing this kind of thing. Everyone needs to know that people who work in finance are completely different from ordinary people who do strategic analysis, right? She needs to evaluate a lot of risks. So this thing should have originally been evaluated by the finance personnel. Jensen Huang mocked her, meaning that you simply don't understand, you have no idea, absolutely no idea. This female chief financial officer considers things from a risk perspective, believing that this matter can be done, but you are doing too much of it. Not every company can do it. Her point is that we need to evaluate the strength of the other company before we can do this, and we cannot just make a rough estimate! If you want this company, fine. That is roughly the situation, meaning you want me to do this company, this is the CFO's own, this is her job responsibility. I think this person is very, very great and very competent. Who was Jensen Huang calling at the time? Called his son-in-law. His son-in-law seemed to be at this company, and he had his son-in-law take charge of this project, which means helping others guarantee, guaranteeing this whole project, which is probably sales, this is probably the sales point, right, this is this this this work, right? That made his son-in-law's performance very good, which is right? Then the other party's CEO raised a few questions, and he mocked him, so this guy Jensen Huang.

He also mocks—look at this kind of strategy from this CFO, I believe that many people inside actually know what he is doing. Jensen Huang's status in the company is similar to Xi Jinping's status in the CCP. That means whatever he does, whatever he does in the company, no one dares to stop him, and no one dares to speak. Once you dare to speak out, as long as you violate his will, the outcome is that he mocks you. Regardless of whether it's male or female, among colleagues, you shouldn't mock others like this. This matter was exposed over the last two days, exposed. Just think, a boss who doesn't even respect a colleague, a female colleague, just think about what kind of person he is. Therefore, this guy Jensen Huang, whether in terms of public morality or private morality, is a complete failure, he has already lost completely.

Let's talk about Jensen Huang's net worth. Look at Jensen Huang's net worth, normally speaking, his net worth is around over 100 billion US dollars. Do you know how much NVIDIA has dropped now? Hundreds of billions of US dollars have dropped. Ah, even up to a trillion US dollars have dropped. Just think, who is going to patch this hole? These board members will not let him go, they will not let him go. I have calculated now that this this this Jensen Huang's net worth, taking all his net worth now to compensate others is not enough. That is from, assuming, others sue him, the other party sues him, it can be said that he is bound to lose without a doubt, bound to lose. No matter how good of a legal team he hires, he will lose. Look at his net worth, it is tied to the stock itself, once this stock drops, his net worth also drops. That 100-plus billion, maybe with a drop, it falls below 100 billion. This 100 billion of his, paying out these stocks, is still not enough.

And another point, I think, it is very likely that he and the board of directors—since I used to manage manage manage manage this tech company, I think this is very clear, which is that he and the board of directors likely have some agreements. That is to say, you act as the CEO, ah, you act as the president, right? The company listens entirely to you, and nobody else cares, the whole operation listens to you. But if you mess the company up, there will definitely be some valuation-adjustment or bet-on agreements in the company, meaning between management and this board of directors. I think this definitely has some bet-on agreements inside. For example, just like Musk has bet-on agreements with his board of directors every year, I think Jensen Huang cannot escape this thing either. So once this is tied, Jensen Huang will be even more miserable, even more miserable, without even needing a lawsuit. Your bet-on agreement has already been lost, and suddenly this company suddenly plunges to this extent, then it might be wiped out, or his strategic mistakes caused the company to suddenly suffer this loss, and the stock price plummeted.

Now the stock price has plummeted. It's not just his stock price that has plummeted; even Intel has fallen now. Intel had some good news a while ago, right? Something about their own R&D, some cooperation with Musk? Look, the stock price went from about 40 or 50 dollars up to 80 or 90 dollars, and at its lowest, it was only about 30 dollars. The original stock price was about 50 or 60 dollars, and now look, it's been cut in half. It was over 100 dollars, maybe now it's down to 50 or 60 dollars; it reached a high of over 100, around 120 dollars, and the high was 50 or 60 dollars. Now you see, it has squeezed the water out of the entire industry, and what is the problem he is facing now? What he is facing now is not just his personal morality; he is facing civil litigation. The board members, the management, no, not the board members, but the shareholders, they all want him to pay for their losses. People suddenly lost money, a huge loss, and that is a problem with your strategy. So, you have to, right? There must be some agreements between the board and the management; it's impossible not to have agreements. This might be linked to him, linked to him.

For example, to what extent? Your shares, your shares, your equity might be diluted, you might have to give up shares to compensate people, diluted. These are all very normal, very normal. And this person, Jensen Huang, has a gambling nature. Look at how he has gambled all the way. Look at his collusion with the Chinese Communist Party (CCP); it is actually a form of gambling, a form of gambling. His extramarital affairs, messing around with women, that is also a form of gambling. Gambling on what? Gambling that his family doesn't know, gambling that no one will report or expose him. That is just gambling, that is gambling.

So, under such circumstances, do you think Jensen Huang can still escape? He is truly, the future Jensen Huang might lose everything. Furthermore, he is now involved in the national security of the United States and global national security, because everyone now considers the CCP to be an evil, an evil, right? It is the greatest rival, the strategic rival of the entire Western camp. Even a military rival. Under these circumstances, he has helped the CCP, and he must bear the consequences. People are like this; if nothing happens, if this matter is not exposed, no one knows about it. But once this matter is made public, that's it. I still say, if the Republican Party can forgive him, if they can downplay this, the Democratic Party will not forgive him. If both the Republican Party and the Democratic Party forgive him, then this world is finished.

I can tell everyone, we would be back to ten or twenty years ago, where everyone could freely collude with the CCP. The CCP would grow bigger and bigger, and no one could sanction it, no one could deal with it. What kind of event has the Jensen Huang incident become now? It has become the spear of the West. In fact, this arrow has truly pierced Jensen Huang, but what is the real bullseye? The real bullseye is the CCP, is Xi Jinping, is Xi Jinping. Look at this matter, look at how it will end up, to what extent? You ordinary people can't even imagine it; this matter will be very big, and Jensen Huang might even face criminal charges. Jensen Huang facing criminal charges, right? Because now, regardless of whether it is subjective or, uh, non-subjective, right? Factors, he has already caused major hidden dangers. On this point, I think both parties are very clear. Otherwise, why would the media be hyping this up for the past two days? How could they spend so much time on it? Right? It's completely not like that. In other words, the entire Western camp is already terrified. Already terrified.

And, and, now there is one Jensen Huang, and there will be a second Jensen Huang, a third Jensen Huang, one by one, one by one, they will all be dragged out. Now you see, the U.S. Department of Homeland Security, including the U.S. Department of Justice, they are all operating at full capacity, full capacity. So I made a video last year, I said that the U.S. is going to start vigorously arresting those CCP spies. Wait until you watch my program, and you will know. Watch my program and you will know, at that time, I already, because I usually have opportunities to have contact with some people in the U.S. government, from their words, I could feel that they were already taking action, already taking action. Hmm, so this Jensen Huang incident cannot be just like this, just a small matter that ends like this. It is very likely, I am telling you, it is very likely that Trump will also be involved, also be involved. Now Trump, let me tell you, he has wet flour on his hands, he can't shake it off, how could he shake it off? Right? It is very likely that Congress will launch an investigation into Trump. Think about it, because Trump, who brought Jensen Huang up? It was Trump who brought him up, first took out some money, right? Took out a few million, and then, suddenly, Jensen Huang appeared. Actually, we in the industry all know this person, because as for Jensen Huang, everyone has known him for many years, everyone knows him. He suddenly became, suddenly became, suddenly became a lubricant. You know when Trump learned about the Jensen Huang incident? It was before he went to Beijing. He took a whole bunch of people to Beijing! At that time, Jensen Huang was already trying to avoid suspicion. Later Trump said: "You go, I support you, you go." Then he flew there, flew to Alaska. He sat on Trump's Air Force One, went straight, just boarded the last flight, this last flight. He stopped in Alaska to refuel, then went over, went over.

Ah, so, I think, I think Trump is very suspicious, very suspicious, very suspicious. It's not, doing politics is not that simple, not that simple. Many things, everyone, are superficial things, and no one can guess what is behind them. Politics, behind it, is actually all about interests, right? As long as, it's similar to this matter, it's similar to the Watergate scandal back then. I'm telling you, it really is, right? So the 18th is a very critical day. On the 18th, what did Jensen Huang say in Congress? This, this, this questioning, this is his questioning, the questioning might determine the future direction of his case. The direction of this case, I think he should be completely relieved. By today, he is already completely relieved, he has no burden now, he should just tell everything clearly, this is his only way to survive, his only way to survive.

Think about the current Jensen Huang, everyone has already formed an impression, that is, he is linked with Trump. He is a world-famous person, he is a billionaire, right? But in reality, people, really people, I have always said that people, no matter what level you reach, people, God is always the highest. Each of us is, look, God has been teaching us, we people, the human world is equal, people are all the same. You must be low-key, no matter what you are doing, all your achievements are given to you by God, they are all God's grace. We recall these words, recall these words, and you will know that these words of God are very reasonable, very reasonable.

When I was young, I was actually also very sharp-edged. Look, I was in my twenties, ah, not yet thirty and I was already a boss. In 2003, after I was baptized as a Christian in Shanghai, my personality completely changed. Really, I think the me before and the me after I went to church were completely different, completely different. It's that when we look at problems, I will put myself in a very low position, put myself in an ordinary position. Ah, Jensen Huang did not do that, did not do that. He always thought he was overbearing, high and mighty, thinking that everything he did was right. I'm telling you, people are like this, people are like this. The things you did at thirty, you thought they were right; when you are forty and you negate the things you thought were right at thirty, then you are improving. The things you thought and did at forty were completely correct. When you reach fifty or sixty and you negate the things you did at forty as wrong, then you have improved yourself once again. If a person thinks what I did at thirty was right, at forty it was also right, and at fifty it was also right, then actually, in your heart, in many aspects, in your overall quality, you have not improved at all, your cognition has not improved at all, not improved. So people, everyone remember, people are like this, that is, what is this? This is the principle that God wants you to be humble. That is, you think this thing is right today, often, after you have improved, you think, wow, this thing is too naive. How could I have thought like that at the time?

I once made a video for everyone where I talked about how, when I was in my twenties, I had a boss who was an incredible person. Back then, I was his assistant, and he was more than a decade older than me. His background was extremely impressive; he was an absolute top-tier returnee from overseas, an old-school returnee who came to the US in the 1980s, later worked at Bell Labs, and then returned to China. After returning to China, he founded his own company, which grew to be enormous—truly massive. To what extent? In the early nineties, just one of his branch offices generated 200 million in revenue a year. You tell me if that's big or not. You can imagine how huge that was back then. 200 million isn't rare now, but generating 200 million in the early nineties, or rather the mid-nineties, just imagine how massive that was! That was just a single branch office, just think about how big it was, right? Back then, I used to be his assistant, and I would often try to shoot down his ideas. He would just smile at me, laugh and say, Michael, haha, and just smile at me. Of course, I was very—and he knew I was very well-meaning, that I had the company's best interests at heart, and that I had a lot of ideas. But later on, when I reached his age, I thought to myself, oh man, why was I so naive back then? Do you know why? Because his perspective, his vantage point, was completely different from mine. The conclusions he reached and the conclusions I reached were not the same. Back then, I actually thought my conclusions were right. I was only in my twenties, but in reality, at his level, those conclusions were completely wrong.

When we analyze someone like Jensen Huang, we see that he didn't actually improve later on; he didn't improve at all. His cognition never advanced; it stayed stuck, and eventually, step by step, he was dragged into the abyss by the Chinese Communist Party. He had no idea what he was doing; he was digging his own grave, digging his own grave. That is why he has reached this point today. Like I said, he has been on a winning streak all the way, thinking he won everything, but losing just once means losing it all. Right? That is Jensen Huang. That is the case of Jensen Huang, very tragic, very tragic! There is only one thing left for him now—as I said on my morning show today—only God can save him. God can save him.

Alright, I've organized this thoughts again, organized them again. Everyone, it is such a pity. Look at Jensen Huang, this time he was exposed, exposed by someone else—that is, the chief financial officer, who was actually just doing her job. I think she is someone who is absolutely responsible to the public and to her own job. That is also why, after Jensen Huang left the company, after he was forced to step down, this person suddenly rose up. That is the reason. In other words, the board of directors unanimously agreed that this person was exceptional, yet this exceptional person had been suppressed by him all along, kept under his thumb. Jensen Huang reached where he is today precisely because he didn't listen to this woman—she is a woman named Bao Wei, wait, wait, wait, wait, wait. He didn't listen to this—well, Jensen Huang could no longer listen to good advice. In order to achieve his own goals, to the point of such self-aggrandizement, the ultimate result of his self-aggrandizement has now manifested as bitter fruit. This is the current Jensen Huang, bearing something he can no longer bear.