Jensen Huang, Nvidia’s CEO, has admitted to infidelity and his own board is investigating him over his relationship with an alleged Chinese spy. In this episode I separate what is confirmed from what is mere suspicion and explain why Nvidia’s fall hits your wallet even if you don’t own a single share.
We talk about Megaspeed, the Singapore company that bought more than $4.8 billion worth of chips from Nvidia and went from $33 million in assets to around $3 billion in a year. About why Nvidia makes up almost one twelfth of the S&P 500 and sits inside your index fund or your pension plan. About the risk of half the stock market depending on a single person who holds 3.6% of the shares. About the three chip bills the US Congress is preparing. And about where bitcoin fits into all this, with miners leasing their facilities to artificial intelligence.
Three dates to mark on your calendar. On November 17 Nvidia reports earnings, on the 18th is the Congress hearing, and in December the defense budget goes to a vote.
Data as of Tuesday, November 10, 2026.
Full video on YouTube https://www.youtube.com/@territorioblockchain
More analysis at https://territorioblockchain.com
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TANGEM, discount on the hardware wallet https://bit.ly/tangempbw25
Educational episode. It does not constitute financial advice.
🎧 Listen to this episode of Territorio Bitcoin, Fernando Molina’s podcast, on iVoox (duration 19:49).
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