The date agreed on the invitation is June 17th.
Zhao Chen set the departure time the day before, leaving enough buffer to offset the jet lag.
Entering June, the global spread of New Delhi Flu was finally suppressed.
Border controls in various countries are gradually relaxing, and international flights have begun to resume.
Chen Xi booked the business class flight from Cathay Pacific to Hong Kong Turning Point, which took nearly sixteen hours.
The preparations before departure were carried out for a whole afternoon in the office on the top floor of Henglong Headquarters.
When Chen Xi put the final itinerary on Zhao Chen's table, the river Two Rivers Confluence outside the window was sparkling in the June sunshine.
Hong Kong Turning Point length of stay, San Francisco pick-up vehicle after landing, Lin Shicheng hotel booked in advance at Silicon Valley--
Each item is marked with time points and backup plans accurate to the minute.
The final draft of Henglong Research Institute Independent Tracking Manual has been printed and bound.
Together with Nvidia's latest season Financial Report analysis, Kraft Paper File Bag was included.
The logo of Henglong Research Institute is printed on the cover of the manual.
The left side of the inside page is the core judgment publicly disclosed by Huang Renxun.
The right side is the verification conclusion of Henglong independent Model.
Each item is marked with the data source and verification path, and no non-public information is cited.
Su Wantang delivered the suitcase to the office one day in advance.
Two changes of suits, one pair of leather shoes, charging adapter, individually packaged masks and disinfectant wipes,
And a small jar of Pu'er tea that she packed by herself.
The night before departure, Shen Zhiyi came to the office to deliver a confirmation letter for the filing of the cross-border guarantee contract that Legal Department had just completed.
She stood at the door for a moment, watching Zhao Chen put Kraft Paper File Bag into Briefcase.
The Chaotianmen Bridge steel cable outside the window shines silvery-white in the night, and there is only the dim light of the desk lamp and Bloomberg Terminal screen in the office.
She walked to her desk and put the filing confirmation letter on top of the pile of documents.
Zhao Chen raised his head and the two people looked at each other.
What she wanted to say no longer needed to be said when she saw the manual on his desk--
This manual is the product of the institutional framework of Henglong, and he took the entire system to meet the person who has been deeply involved in the GPU industry for more than 20 years.
She just stretched out her hand, pressed lightly on the back of his hand, then turned and walked out.
Before boarding the plane, Zhao Chen briefly confirmed with Elon Musk on his mobile phone.
Elon Musk's reply tone was as direct as ever,
He said Old Huang, you talk to him about the exponential growth of CUDA ecosystem and AI Computing Power,
He will jump out of his chair and draw on the whiteboard for you to see,
But if you just compliment him politely that Financial Report is beautiful,
He would nod politely and turn the conversation to the weather outside the window.
After reading this news, Zhao Chen leaned on the back of the chair in the Jiangbei Airport terminal and looked at the flights taking off and landing on the runway through the floor-to-ceiling glass.
During that time, he was sitting alone in the Manhattan hotel,
In front of me, the stock price of Bloomberg Terminal and Nvidia is still falling, and the Margin Call Notice of four investment banks are on the table.
Now he is about to fly to Silicon Valley to meet the founder of the company he has been betting on for more than two years.
And Huang Renxun already knows what he did in the most difficult time.
The plane skidded off the runway in the afternoon sunshine, and the Jiangbeizui outside the window gradually shrank into a Two Rivers Confluence sand table surrounded by waterways.
After the flight became stable, Zhao Chen pulled Kraft Paper File Bag out of Briefcase, untied the string, and opened the manual again.
He has read this manual countless times in the office--
Data Center revenue growth rate, CUDA developer growth curve, AI Computing Power demand index,
The actual trends of the three core variables and the Model forecast are repeatedly compared in every quarterly review.
From the impact of global public health events to the extreme scenario of multiple circuit breakers in US Stocks,
The output conclusion of Model always remains stable.
He turned to the previous quarterly review records listed in the appendix.
Each update mark corresponds to Henglong Research Institute's independent verification of Nvidia's core variables at a specific time node.
It is completely consistent with the conclusion in the Investment Decision Committee quarterly review report.
The position logic of Henglong on Nvidia was not established based on a single accurate prediction, but was verified step by step based on these records.
Huang Renxun doesn't need to see the PPT, what he needs to see is this--
An ongoing track record based on publicly available data that is independent of management guidance.
During the second half of the flight, Chen Xi poked his head over from the back row.
She also held a copy of the manual in her hand and turned to the pages of the Data Center business.
The margins of the page were densely marked with pencil.
She pointed to one of the sets of data and discussed it with Zhao Chen--
The computing power demand forecast given by Huang Renxun in a recent conference call,
The derivation results of Henglong independent Model are highly consistent in trend.
However, there are differences in the growth assumptions in certain segments.
Mainly focused on the two vertical tracks Autonomous Driving and Medical Imaging.
This difference is not because whose data is wrong, but because management guidance and independent Model use different weight allocations.
Chen Xi thinks that Huang Renxun is likely to take the initiative to ask Henglong Research Institute how Model handles these subdivided tracks--
His pursuit of technical details is bottomless, but this is also the best way to communicate.
It's not about whose judgment is more accurate, but whose research is more solid.
Zhao Chen wrote down this suggestion in the margin of the title page of the manual.
He suddenly remembered that at the Fairy Mountain Meeting Center at the beginning of the year,
What he said when he drew the Triangle Framework picture on the whiteboard--
System, Model, and team are three vertices that are independent of each other and verify each other.
This manual at this moment is the first complete finished product produced by that triangle in actual combat.
He turned to the last page of the manual, where the conclusion column of the quarterly review report was still blank.
He picked up the pen and wrote a line in the blank space:
"Meeting to be confirmed. All core variables are consistent with Huang Renxun publicly disclosed data.
The position logic remains unchanged. The next verification cycle will be the next quarter."
After writing the last word, he tightened the cap of his pen and leaned back on the chair.
After more than ten hours of flight, the plane began to lower its altitude.
The outline of San Francisco Bay Area gradually emerged outside the porthole window.
The sun poured down from the sky above Pacific Ocean, dyeing the clouds into a dazzling white.
Zhao Chen looked through the porthole at the coastline that was getting closer and closer, and his fingers gently rubbed the familiar tea stain on the inside of the pot lid on the Zisha Pot lid.
In the past, he was always responsible for all decisions of Henglong alone--
Short Selling Henglong Holdings, Bitcoin cleared positions, Tesla 178 US Dollar took over, and Nvidia continued to increase holdings at the lowest point.
Every time he sat alone in the office, with Bloomberg Terminal in front of him and the map in his mind.
Now he flies over the entire Pacific Ocean,
We are about to see the paranoid man who looks in the mirror every morning and says "We are only thirty days away from bankruptcy" in the triangular glass building Silicon Valley.
And behind him stands the entire institutional framework of Henglong--
Research Institute's independent Model, Investment Decision Committee's collective decision-making, Legal Department's compliance review, and Chen Xi who can independently make professional judgments.
The moment the plane's tires touched the ground, the fuselage vibrated slightly.
Zhao Chen put the manual back into Kraft Paper File Bag, tied the string, and put it in Briefcase.