November 9th, 2026
Cliff here with all the drama around Nvidia, here are the outcomes:
Wife leaves – Company keeps him.
He is replaceable at home with 154b to split but not at work.
Jensen is front and center of AI chips and deals worldwide.
Confession: He needs one.
Lessons: Crisis confession1 – get it out all at once, flush it with fewest sentences. All apologies to all under one letter head. Rule is don’t have to write it twice.
The other strategy considered is the blow off strategy – a private matter between my wife and me. Get out of my business. Problem, wife has to sign off on that one. Her lawyer sent a blanket no to the office 233 Broadway.
Side note credit the Chinese Intelligence agency to know when guys see a salmon dress they see sex. Can’t get past it. Wiring issues like when bulls see red.
Jensen hired a pro, Risa Heller, who specializes in sex scandals, specific category leadership, she wrote Jensen’s letter to the world in our Cliff Notes below from Starbucks, near her Broadway office. Shorthand. No electronic spies.
Before you see her letter, quick blurb from our Oct 30th story before the story last night in media.
Everybody is asking who was our Oct 30th source. “Something in Red”.2
October 30th, 2026
State dinner hosted for Xi Jinping.
“In this country, you gotta make the money first. Then when you get the money, you get the power. Then when you get the power, then you get the women.” Tony Montana in Scarface
With Huang Le in Taipei.
Cliff Notes:
1.
The NVIDIA Board is initiating an independent investigation in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort.
A committee of independent directors, assisted by outside independent counsel, will oversee the investigation.
The Board prioritizes U.S. national and economic security, which is paramount to the interests of NVIDIA and its shareholders.
While the Board has no reason to believe that either national security or NVIDIA secrets were compromised, the Board’s inquiry will examine all available information.
Jensen fully supports the review and has committed to cooperating with it.
The Board has confidence in Jensen and his leadership team and will provide further updates as appropriate.
2. Famously recorded and released by American country music artist, Lorrie Morgan.
