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Daily analysis · The US's X agenda

US X Trends: Nvidia CEO Shake-Up, Terafab Speculation Dominate Nov 12

5 min read
US X Trends: Nvidia CEO Shake-Up, Terafab Speculation Dominate Nov 12

On November 12, 2026, X (formerly Twitter) in the United States was abuzz with discussions spanning corporate leadership changes, technological speculation, and cultural controversies. The day's agenda was largely shaped by significant developments at tech giant Nvidia, followed by intriguing rumors surrounding a new project called Terafab, and a heated debate involving the popular coffee chain, Dunkin'.

The Day's Longest-Running Conversations

Three topics held the attention of US X users for the longest durations yesterday:

  • Nvidia: Trending for approximately 18 hours, reaching the top rank.
  • Terafab: Trending for approximately 16 hours, with a best rank of 5.
  • Dunkin: Also trending for approximately 16 hours, peaking at rank 7.

Nvidia's Leadership Transition

The biggest news of the day, dominating conversations for 18 hours and reaching the number one spot, revolved around Nvidia. The technology company, a major player in graphics processing units (GPUs) and artificial intelligence, announced a significant change in its leadership.

The official NVIDIA Newsroom account posted an update confirming a CEO transition, which quickly became a focal point for users.

This announcement sparked immediate speculation about who might fill the role. Former President Donald J. Trump's commentary, shared by an account dedicated to his Truth Social posts, suggested former Apple CEO Tim Cook as a potential replacement for Jensen Huang, praising both leaders.

Commentary Donald J. Trump Truth Social Posts On X@TrumpTruthOnX ·

NOW THAT Nvidia CEO JENSEN HUANG, who has done a fantastic job, has resigned, there is only one man to take his place - TIM COOK of Apple. A Legend replaces a Legend! President DONALD J. TRUMP ( TS: Nov 12 2026, 10:29 AM ET )​​​​​​​​‍‌​​‌‌​‌‍​‍‌‍‌‌‌‍‌‌​‌‌‍‌​‌​‌‌‍​​‌

▶ 0:15
4,287 likes363 RT View on X

The news about Nvidia's CEO transition also saw "Jensen" (referring to Jensen Huang) and "Tim Cook" trend independently, reflecting the broad interest in the individuals involved and the potential implications for the tech industry.

Speculation Around Terafab and SpaceX

Closely tied to the Nvidia news, "Terafab" trended for approximately 16 hours. Posts suggest this term refers to a speculative new venture or division, possibly within Elon Musk's SpaceX, which some users theorized Jensen Huang might join.

Tech commentator Trung Phan shared a popular post featuring a meme speculating about Elon Musk and Jensen Huang collaborating on Terafab at SpaceX.

Trung Phan@TrungTPhan ·

Elon and Jensen when Jensen joins SpaceX to run Terafab

▶ 0:10
2,485 likes123 RT View on X

This fueled a wave of creative speculation and discussion about the future of tech and the potential movements of industry titans.

Dunkin' Donuts Faces Cultural Controversy

The popular coffee and donut chain Dunkin' also trended for approximately 16 hours, largely due to a cultural debate. A widely shared post from the "Wall Street Apes" account claimed that Dunkin' Donuts had "cancelled Christmas" while promoting Muslim Islamic holidays and Pride events, citing specific Ramadan specials.

Wall Street Apes@WallStreetApes ·

WOW 🚨 Dunkin Donuts cancels Christmas but celebrates Muslim Islamic Holidays and Pride “Dunkin' Donuts — rolled out a number of Ramadan specials, including ‘Eid-Credible Delights’ and ‘Happily Ever Iftar’ Meals. You also had a Ramadan specialty drink.” They also did holiday hours for Ramadan — I also noticed that in June you had a Pride Month celebration as well as Pride donuts and even a Pride rainbow tumbler” However if you go to their website now, Christmas is gone. Their holiday drinks out out but not a single mention of Christmas anywhere this year “The word Christmas isn’t anywhere on your website or anywhere in your stores. In fact, I couldn't believe it, so I Googled it and saw that you intentionally omit the word Christmas in your corporate materials and in your stores and on your website.” “I want to know why you have no problem using the words Ramadan and Pride, but you can't bring yourself to use the word Christmas.” I can confirm, I research and their holiday drinks a

▶ 2:07
4,596 likes2,576 RT View on X

This claim ignited a passionate discussion on X, with users engaging in debates about corporate holiday policies and cultural representation.

How the Day Unfolded on X

Beyond the longest-trending topics, various other subjects captured the attention of US X users throughout the day:

  • Night (00:00-06:00): Early morning discussions included "Full Gear" (likely referring to a professional wrestling event), basketball coach "Ime Udoka", and a mix of names such as "Mississippi", "Sharonda", "Queen Aminata", and "Bassey". The phrase "I LOVE JESUS" also appeared as a trend.
  • Morning (06:00-12:00): The morning saw a concerning trend around "ACTIVE SHOOTER" reports. Tech-related discussions continued with "Tim Apple" (a nickname for Apple CEO Tim Cook, often used by Donald Trump), the crypto-associated company "$MSTR" (MicroStrategy), and "Colette Kress" (Nvidia's CFO). "Sentinel" was also a trending topic, alongside "I LOVE JESUS" and "CEOs".
  • Afternoon (12:00-18:00): The "ACTIVE SHOOTER" trend persisted into the afternoon. "Tim Apple" and "Colette Kress" remained relevant to the Nvidia leadership news. Other trends included NFL player "George Kittle", the political term "Trumpcare", historical figure "Thomas Jefferson", and musician "Shawn Mendes".
  • Evening (18:00-24:00): As the day closed, "George Kittle" continued to trend, joined by "Isaiah Likely" and "Brandon Coleman" (likely other sports figures). "GPUs" also gained traction, particularly in the context of the "Jensen Coup" mentioned in some posts. "Copilot" (potentially referring to Microsoft's AI assistant) and "Sor Juana" (a historical figure whose birthday was observed) rounded out the evening trends.

GPU Discussions and a "Jensen Coup"

The broader discussion around "GPUs" also trended, reflecting the ongoing interest in the technology at the heart of Nvidia's business. One prominent post from Brian Chau discussed a "Jensen Coup," claiming that "numerous Washington, D.C. based NGOs began spreading the false rumor that DeepSeek smuggled 50,000 H100 GPUs" at the start of 2025.

Brian Chau@brianchau57 ·

My Experience With the Leaders of the Jensen Coup At the start of 2025, numerous Washington, D.C. based NGOs began spreading the false rumor that DeepSeek smuggled 50,000 H100 GPUs. Speaking from firsthand experience, organized think tanks, PR firms, and lobbyists aggressively personally attacked anyone merely asking them to provide evidence. Call them the Export Controls Deep State, or if that’s too right-coded for you, use the Obama-administration term “Foreign Policy Blob”. The same charlatans are attempting a coup on Jensen Huang, the most indispensable CEO to America’s AI success. If we lost Sam, we have Dario. If we lost Dario, we have Demis. Nvidia is singular. The gap between Nvidia and AMD would be wider than the gap between OpenAI and Mistral, Europe’s top AI company whose models don’t rank in the top 40. This is an attempt to derail the most important company for the American AI industry. The entire coup against Jensen Huang can be halted by asking a single question. What

1,973 likes302 RT View on X

This post highlighted a more political and speculative dimension to the tech discussions, suggesting a complex narrative surrounding GPU supply and market dynamics.

Other Notable Trends

In addition to the main tech and corporate narratives, historical and personal topics also found their way onto the trending list. "Steve Jobs" trended as a post recounted details from his personal life, specifically concerning his relationship with his daughter Lisa Brennan-Jobs.

"Sor Juana" trended as users commemorated the birthday of Sor Juana Inés de la Cruz, a renowned Mexican poet, nun, and feminist born on November 12, 1651. Posts highlighted her literary contributions and philosophical inquiries.

Yesterday's X trends in the US painted a picture of a dynamic digital public square, where major corporate announcements, speculative tech rumors, cultural debates, and even historical commemorations all found their place in the national conversation.

#US Trends#X#Twitter#Nvidia#Jensen Huang#Tim Cook#Terafab#Dunkin
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