Jensen Hong just spent two weeks doing

something no chip CEO should have to do,

a global media tour to convince you that

his primary customer deal is not falling

apart. And the startling part, it

worked. As many of you have pointed out

in the comments, Nvidia actually jumped

up 8% on Friday. But here is the

question that nobody is asking in the

tech sponsored media. If everything is

fine, why did he have to go on seven

shows to tell you that it's fine? We got

Jensen's daybook here. So, let's walk

through his schedule since January 21st

because it reads more like an

international concert tour than a CEO's

calendar. This is a crisis PR playbook.

January 21, Jensen makes a stop at

Davos. He's accompanied by Larry Frink.

And Frink literally tells pension funds

to start investing in Nvidia on stage

like publicly. Then he takes a quiet

quiet trip to Shanghai. Doesn't want

anyone to know that he's in bed with

China. It's his first visit of 2026 to

China probably of many more to come. And

he is discussing H200 export guidance

with them. So he can be like, "Whoa,

whoa, whoa, hold up, hold up. I got the

US government under control. Don't

worry, China. we're going to keep

hooking you up with the best AI hardware

as long as you can pay more for it than

Americans. Then he hops on the PJ to get

back to the US and on the way he phones

up to the pilot and he's just like,

"Hey, we got to put it down in Taiwan.

Let's make a little stop in Taiwan. I

got to get uh dinner with my buddy." So

he meets up with Morris Chang where he

calls the ASIC rivalry quote illogical.

He also calls the reports of the open AI

rift which has not broken yet. There's

just some rumors floating around. He

tries to get ahead of these and he calls

them quote complete nonsense. The next

day in a rare feat of good reporting

from the Wall Street Journal, they

report that the hundred billion dollar

deal between Nvidia and OpenAI is quote

on ice, i.e. dead in the water. Then

good information comes out that Jensen

has actually been privately criticizing

OpenAI's business strategy, his lost

faith, and Nvidia drops 1.1%. Then

February 3rd, all of his PR people are

like, "Oh, oh, ah, we got to get ahead

of this. we got to get ahead of this.

Let's get him on a media tour. Let's

ramp this up. Let's ramp this up. Let's

get him on more shows. Let's go ahead

and push that narrative. So, he goes on

Mad Money with Bozo Jim Kramer. And he

does a couple things. First, he just

downplays everything going on. He's

like, "Jimmy boy, do not worry about

that. We got everything under control.

Do not even worry about the Open AI

deal. Like, everything is fine at home.

Don't ask too many hard questions.

Actually, can we talk about this other

thing?" and he pivots to talking about

this totally irrelevant partnership just

to sort of shift the attention over away

from the open AI stuff so he doesn't get

too many hard questions about that. Then

it gets worse. They keep trotting them

out in front of more audiences to just

be like everything's okay, everything's

okay. So he goes on CNBC halftime report

with Brad Girtzner of Altimter Capital

and he claims the ROI for AI spending is

proven which factually false. We've

debunked that multiple times on this

channel. It is not proven. There may be

a good return on investment on it, but

there are no numbers on that. That has

not been quantified. And he claims,

quote, if they could have twice as much

compute, the revenues would go up four

times as much. Again, where are you

getting the figures? We'll do another

video on this about the core concern

about the fact that we don't have any

way to quantify the ROI on AI spending.

Like I said, may maybe that's true.

Maybe that's true. But source, trust me,

bro. but he sells it. He's got a good PR

team. He's able to push this narrative

down everybody's throats that's watching

this show and the share price goes up by

8%. Then Feb 7, that's just yesterday,

the Cisco AI Summit. He tells

enterprises to stop calculating ROI and

quote, "Let a thousand flowers bloom."

So obviously in a very Chinese period of

his life, he's like speaking in these

bizarre riddles. In the other video, we

covered it. The other quote that came

out of that was something like, "Why use

a screwdriver when you can build a new

screwdriver?" Like, it's way past my

poor little pea brain. I don't get what

he's saying, but it sounds profound. It

sounds like he's a genius. It sounds

like he has all of this stuff together,

which is exactly what he's trying to

sell you, which is exactly what he's

trying to sell the people on Wall Street

because he thinks you're stupid. The

original deal was hundred billion. The

actual deal ended up being about 20

billion. And then Wall Street cheered

about that. Think about that for a

minute. To rehash our timeline,

September 2025, Nvidia announces a

hundred billion dollar partnership deal

with Open AI. Late 2025, Jensen starts

to privately tell his associates like

the Inc. wasn't dry on that. We were

like, we were kind of joking. Like, we

weren't 100% serious. Like, 100 billion.

Like, no, no, no, no, no, no, no. We

were like half serious on that. And he's

pretty loudly in his private circles

worrying about the competition from

Google and Anthropic specifically. And

then on January 31st, people call him on

his BS and they say, "We've been hearing

these rumors that you're losing faith in

OpenAI." And he says, "No, not even

that. Not even that." But just to

clarify, we we didn't really mean 100

billion. Just just so you're clear, we

didn't mean 100 billion. Then Feb 6,

this is Friday. This is intentionally

released on Friday. Uh so if it goes

bad, you got the weekend to chill out

and kind of forget about it. There's a

couple of media cycles. You got the

Super Bowl today to get you to forget

about it. So you can watch your sports

ball and you'll totally forget about

things that went bad on Friday by the

time the market opens on Monday. But

luckily it actually went well. So they

finalized the opening ideal at 20

billion. It's framed as quote the

largest startup investment to date. I

want you to pay very close attention to

the phrasing there. It's phrased as the

largest startup investment to date.

That's a direct quote. The reason it's

framed that way is that way they're

saying relativistically this is a good

thing. They don't want you to think in

relative to what they originally said

they were going to do, which is a

hundred billion. That framing looks bad

because that's an 80% decrease. That's

$80 billion less than they initially

committed to. But instead, they think

you're dumb. So they can just rephrase

it and say, "This is actually the

biggest startup funding deal in

history." That sounds good. 80 billion

less than we initially said we were

going to do. That sounds bad. And idiots

on Wall Street bought this. The stock

surges 8%. It worked and he give the

devil his due. I mean, this is a magic

trick. Jensen truly has an extraordinary

PR team behind him and I hope 10 to 20

years from now that story will be told.

I I would be very interested to know who

his spin people are. Have they worked on

political campaigns before? As

horrifying as this is, this is we are

watching an art form. We're watching

almost just mass hypnosis coming out of

this guy's mouth. It is it is

incredible. It is a masterclass on PR.

But we got to zoom out that chart,

right? An 8% rally sounds huge. And you

know, it's gotten a lot of you in the

comments are like, "Hey, I I remember

one of you on my comment on the video

said this aged like milk. Nvidia is

back." And that 8% increase sounds good.

I can get why you think that, but it's

just not true. The 8% increase, all it

does is it wipes out their past week of

losses. They are still down from their

$212 share price high. A Friday

bounceback on a deal that went south

does not mean that Nvidia is back. It

means that the PR tour worked in the

short term. Do not let that big green

candle distract you from the math and

distract you from zooming out on that

chart and seeing where Nvidia is headed.

We've been talking about the circular

funding since all the way since last

fall on this channel when people were

calling me nuts in the comments. We were

getting like a 100red views per video.

But now obviously all that stuff is

coming true. It's becoming mainstream

knowledge. And not only that, it's

accelerating. So just to recap that,

Nvidia makes $10 billion investment in

Anthropic last year. Now it's a $20

billion investment in OpenAI. The

investment is not money. Everyone thinks

that it's money. And they intentionally

want you to think it's money. They don't

want you to look into this. What they

basically do is they say, "Here is a $20

billion check. The only contingency I'm

giving you that check with is that you

must use that $20 billion to buy chips

from us." Imagine if for your birthday,

somebody comes to your birthday, they

bring you like a really nice bottle of

wine, like a $400, $500 bottle of wine.

I have no idea if that's expensive for

wine. I don't drink wine, but they bring

you like a $400 or $500 bottle of wine.

Let's say that's a nice bottle of wine.

And they hand it to you and they say,

"Happy birthday, man. Congratulations."

They say, "I'm giving this to you with

one contingency. You can open it. You

can hold it, but when it's time to pour

it, I get to drink the whole bottle of

wine." That's exactly what Nvidia is

doing. Like I said, press is finally

starting to catch up on this. David Ives

from Wed Bush explicitly flags quote

circular financing concerns in his

February 2nd note. But then you have the

brainwashing coming from Nvidia's PR

enterprise on the halftime report when

Jensen says quote is making great money.

OpenAI is making great money. End quote.

Yeah, these companies revenue comes from

buying Nvidia chips. This is a circular

funding scheme. And again, they want you

to think that you are too dumb to

understand this. Even when I say

circular financing, it might sound

complex, but just think about that

bottle of wine example. It's very

simple. But nobody on the mainstream

media, on the tech sponsored media is

going to break it down for you that way

because they want you to think that it's

this advanced financing concept that you

are just too dumb to understand. But

it's quite simple. It's basically giving

somebody something with a contingency

that they have to give it back to you,

which is not an investment. That is not

an investment. It is a Ponzi scheme in a

swanky leather jacket. They are counting

on you to not look into this. If we look

at like a a a quote list from Jensen

over the past few weeks, we got another

one here from Cisco at the summit. He

said, quote, "Stop calculating ROI."

He's saying, "Shut the up. Stop looking

into it. You don't dig into the

research. Just give us your money. When

the CEO tells you to stop doing math,

you got to start doing more math.

Everything Jensen said on seven media

appearances in the last 2 weeks and

everything he's going to say in the next

few weeks because I assume this media

blitz, this PR tour is going to continue

and probably pick up steam is leading up

to the February 25th earnings for

Nvidia. That's what all of this prep

work is for. As of me recording this

video, the stock is still very far off

of its 52- week high, which was $212.

Currently, it's about $185 per share.

That 8% bounce on Friday, like I said,

it recovers one week, but it doesn't

make up for a bad quarter. And Jensen

knows that he needs to beat earnings. He

needs to convey confidence because, as

he said, you can't calculate ROI on AI.

So, he needs you to believe. He needs

you to believe in the vision because

that's pretty much the only product they

have going for them is the vision that

this will create massive ROI. And by the

way, be sure to get behind the hype. I

have an AI spending tracker. You can get

it at the link in the description. You

need this. This has the numbers behind

everything that's going on, the numbers

behind this media tour. Jensen Hang is

by far the best salesman in tech. Maybe

at this point, he's even surpassing

Steve Jobs. But in his case, that's not

a compliment. When you need seven media

appearances in two weeks to just keep

trying to prop up your share price,

you're not selling chips anymore. You're

selling confidence, which means you're a

confidence man or a con man. Thank you

for watching. Be sure to subscribe. Help

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February 25th earnings. We're going to

be here on Feb 25 live or just a couple

hours afterwards to cover those earnings

and break it down for you.