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Could Jensen’s Exit Actually Be Good for Nvidia?

November 13, 2026 · 13 min

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In today’s episode, Zaid covers:

  • wholesale inflation hits a 4-year high

  • Life after Jensen: disaster for Nvidia, or a blessing in disguise?

  • Cerebras crushes earnings and lands a big new customer

  • A global outage takes down Microsoft’s Outlook and Teams

  • The surprising customers driving the toy sales boom

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