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Nvidia after Jensen, QQQ slides 1.2%, and the mixture-of-experts interview

25 min•15 november 2026

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Nvidia loses its central figure, the AI trade wobbles, and we break down a staff-level mixture-of-experts interview question. Markets: QQQ -1.20% Friday to $679.89; VUG -0.92% Friday to $84.23; SOXL and VGT pressured as the chip-led AI sell-off spread (no final print cited). Plus Morningstar on the midterms and undervalued growth stocks. AI news: Jensen Huang's ouster spreads beyond Nvidia, ahead of Nvidia's first earnings under interim CEO Colette Kress and Anthropic's IPO. Interview Tip of the Day: Why does mixture-of-experts give you more parameters for the same compute, what do load balancing and the auxiliary loss fix, why does expert parallelism stress the network, and why are MoE models harder to serve cheaply? Did You Know: YouTube started as a video dating site called Tune In, Hook Up. Questions or feedback: [email protected]

Nvidia after Jensen, QQQ slides 1.2%, and the mixture-of-experts interview

Om avsnittet

Fler avsnitt

SOXL sinks 11%, Nvidia's post-Huang test, and the feature store question

SOXL sinks 12%, Google's Gemini 4 Hydrogen, and the 35% GPU utilization question

SOXL drops 4.5%, Jensen Huang exits Nvidia, and the safe LLM agent question

SOXL up 12.8%, Anthropic's IPO founder sales, and catastrophic forgetting

SOXL jumps 4.6%, Anthropic's Claude Mythos 5.2, and the prohibited-ads ML question

SOXL soars 15%, Nvidia's board probes Jensen Huang, and the RLHF vs. DPO question

SOXL slides, Anthropic files its S-1, and the model-drift interview question

SOXL sinks ~38%, OpenAI's $1.25T raise, and the 0.1% fraud-model question

SOXL jumps 17%, METR's Anthropic speed audit, and the streaming recsys question

SOXL plunges 23%, Kimi K3.1 Pro open weights, and the KV-cache memory question