Aiyoh boss, Muthu boy is feeling very sad lah today hear Jensen Huang resign already 😭 Now news spread everywhere say he got another relationship with a second employee. Honestly ah, I think Nvidia staff all already know about his romance stories long ago lah. His wife and daughter confirm know also—especially the daughter, she working inside the same company! The wife also 60-plus already, not young girl anymore, she already accept it and just want peace and enjoy life, no point go and mess Jensen up. To me ah, all these scandal news coming out one after another looks like a plot by the Democrats after winning the election. They using Jensen Huang to open up investigation on the Trump administration over Nvidia chips smuggling to China, calling it a serious national security lapse. C

$NVIDIA(NVDA)$   $CoreWeave, Inc.(CRWV)$   $NEBIUS(NBIS)$   $Oracle(ORCL)$   ​Look at the screen today. Everyone is staring at the headline—Jensen Huang stepping down immediately as CEO and director of NVIDIA, with CFO Colette Kress stepping in as interim CEO and Harvey Jones taking the Chair.   ​If you just look at the near-term earnings of NVIDIA, you’re missing the real trade. As I’ve always said, earnings don’t move the overall market—it’s liquidity and capital flows that move markets. Today’s violent sell-off isn't about next quarter’s silicon shipments. It’s about the sudden

Setting: Morning lull at a hawker centre prata stall. Muthu is flipping dough on the hot griddle. Customer Boy sits at a table nearby, sipping kopi and scrolling through his phone, looking up to share the latest news. Customer Boy: (taps screen, looking across the counter) Muthu, you saw the news about Ripon Chowdhury or not? The Bangladeshi worker who was campaigning for a $2,000 minimum wage for all foreign workers—his Work Permit renewal just got rejected. He’s going home already. Muthu: (presses down on a crispy prata with his spatula, listening quietly before speaking in a calm, measured tone) Aiyoh... I heard a bit about it. Look, end of the day, everybody wants to earn better income for their family back home. That desire itself is natural. But in a host country like Singapore, ther

​【Jensen Huang Reportedly Involved in Another Extramarital Affair; Nvidia Falls Over 8% After-Hours】 $NVIDIA(NVDA)$   Nov 12 — According to The New York Times, five individuals who previously worked at Nvidia revealed that Jensen Huang was also involved in an extramarital relationship with an Nvidia executive who reported directly to him. ​According to these sources, this previously unreported relationship involved Kimberly Powell (48), Nvidia’s Vice President of Healthcare. ​Nvidia’s Code of Conduct requires employees to "avoid situations where their actions could create a conflict of interest," which explicitly includes "personal relationships." The company also states that it will "promptly investigate reports of misconduct." Many cor

​Let’s talk capital preservation, asymmetric risk, and the elephant in the room. Jensen Huang’s recent disclosure has triggered an independent board investigation. Right now, $NVIDIA(NVDA)$   is facing its biggest governance stress test in its 33-year history. ​ ​🔍 THE TRIGGER & THE SCENARIOS ​The Investigation: Handled by independent board members with outside counsel. Results drop near the Nov 17 earnings / Nov 18 congressional briefing window. ​Outcome A (Green / Very Likely):  Cleared of wrongdoing. Status quo holds. Jensen steers the ship; current strategy and hyper-growth runway remain intact. ​Outcome B (Orange / Risk): Conflict of interest flags (e.g., related-party transactions or non-disc

PWR and ETN are the purest picks-and-shovels plays on the biggest structural force in U.S. electricity right now:  Exploding power demand from AI data centers + the multi-decade grid rebuild. Here’s the clear-eyed view after both just reported. $Quanta(PWR)$   $Eaton Corp PLC(ETN)$   1. Quanta Services (PWR) – Orders Are Not the Problem Anymore The new constraint Backlog hit $63.7 billion (up ~$10 billion in one quarter). Remaining performance obligations: $41.8 billion. Company added ~26,000 people this year. Management’s blunt message: labor is no longer the bottleneck. Transformers, conductors, poles, and switchgear are. When a contractor with $63 billion of work is forced to start manufac

$5.10 for standard-issue garbage is an absolute crime against humanity. Handing over five whole dollars and ten cents just to get a plate of ice-cold, grease-soaked rice, one depressed cold chicken wing that looks like it died of sadness, and chili so weak it shouldn't even be called sambal? That’s not lunch, that’s outright daylight robbery.  Bad enough I gotta deal with the office drama queen testing my last nerve, now the food also wants to join in and disrespect me? Drama queen chilling on leave while I inherit her entire circus for free. ​Boss already trying my patience, then this lousy nasi lemak come and extra throw fire on the oil, completely ruining my post-Deepavali good vibes. Tomorrow MC confirm standard procedure purely as a silent protest for my mental health and stomach

While flipping through my old photo album, I happened to find many pictures I took of tombstones. ​Before the multi-storey HDB blocks rose up and reshaped the landscape, Bidadari was our quiet getaway. Long before it transformed into a new residential town, it was where we used to jog and take long, peaceful walks with friends.   ​People often asked if it felt eerie walking around the old cemetery grounds, but honestly, we were never afraid of the dead. It was actually one of the few places in Singapore where you could find total peace and quiet.   ​Walking among the tombstones was like taking an open-air history lesson. I remember snapping photos of the memorial plaques and headstones of key historical figures who shaped early Singapore—names like Dr. Lim Boon Keng, Ta

From your favourite prata stall uncle’s nephew – Muthu Boy   Chapter 1: Shop Closed, Heart Open Happy Deepavali ah brothers and sisters! Today my prata shop not opened one. Why?  Because Deepavali mah, must go visit relatives, eat sweetmeats, wear new shirt, take photo with auntie until camera battery die. But one relative face very long… my uncle.  Chapter 2: Uncle Got Scammed, Heart Pain Uncle sit there, eyes red, keep saying “Aiyo… my 30k USD gone already…”  He wanted to retire on cruise ship, sell house, sell car, pay one time, forever live on boat, wake up every day different country, eat buffet, no need cook, no need wash plate.  Dream very nice. Result?  Ship company ran out of money, borrow money from passengers, then one fine morning tell everyon

Two mind-bending things today. ​First, the Democrats win and immediately take off the mask. Starting to talk about regulating AI and putting a cap on datacenters. Predictably, markets took a dive. Honestly ridiculous, and hopefully just standard political posture. But looking past the noise, all they're doing is handing us a classic mispricing and a better entry point. ​Second one is even crazier. A massive zero-day in Linux: if you enter a password longer than 256 characters at login, it grants instant root access. Works for anyone, anywhere, and the bug has literally been sitting there untouched for a decade. The irony? It’s officially named *sshole. ​Go patch your systems immediately. Anything connected to the internet is essentially running fully exposed right now.

​If Democrat Gina Hinojosa wins the Texas governorship, the direct transmission mechanism to markets is a freeze on AI infrastructure buildout. ​1. The Policy Pivot • She pledges an immediate moratorium on new datacenter approvals until state laws pass protecting water and grid resources. • Plan includes a special session to retroactively revoke 20-year tax incentives granted to large datacenters back in 2015. • Current status: Governor Abbott paused approvals in September, but markets expect Abbott to lift it post-election. A Hinojosa victory extends the freeze indefinitely. • Worst-case scenario: A Democratic sweep of both the governorship and Senate seats. ​2. The Macro Math • 27% of total US datacenter power capacity (GW) sits in Texas (Wells Fargo / CNBC). • 13.3 GW of already-announc

🚨 Semiconductor revenue surged 118%! But look closely: this growth isn’t all from selling chips. ​When people discuss AI semis, NVIDIA, AMD, and Micron get all the airtime. ​On Nov 2, Lattice Semiconductor $Lattice Semiconductor(LSCC)$   released a Q3 earnings report that warrants a disciplined look. ​📊 The Headline Numbers: ​Quarterly Revenue: $291M (+118% YoY) ​FPGA Revenue: +90% YoY ​Non-GAAP EPS: $0.72 ​GAAP Gross Margin: 67.4% ​Q4 Guidance: $325M–$345M ($335M midpoint) ​At +118%, it’s easy to write a quick bull thesis on another runaway AI growth story. ​Here is the structural detail most retail investors miss: ​Lattice completed its acquisition of AMI on July 27. Q3 results consolidate AMI’s revenue, whereas the prior-year period d

Everyone’s talking about AI taking jobs, but here is what’s actually happening right now behind the scenes. 👇 Look at the numbers from just October 2026: • American Express: Cut ~3,500 jobs (despite beating earnings & raising full-year outlook) • Barclays: Cut ~5,000 jobs (cited AI & efficiency) • FICO: Slashed 15% of workforce (cited AI & efficiency) • eBay: Cut ~1,100 jobs • Netflix: Cut ~1,000 jobs • Tech sector total in 2026 alone: Over 190,000 layoffs. Notice the pattern? Companies are making record profits, yet they’re actively trimming headcount. They’re dumping billions into AI compute and data centers while cutting administrative and white-collar roles. Moving forward, corporate profit growth will NO LONGER mean job growth. This brings up a huge reality check for place