Nvidia News
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Personal indiscretion is indeed different to corporate problems.
I guess that the big question is whether the fall-out will cause (or force) Jensen to step down as leader of the company. The company is much more than him, but his leadership has brought it to the position it is in now and the loss of that leadership would be a very large blow. I have no idea how likely this is to happen but hope that it doesn't.
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If he has done nothing wrong re sharing info then not a chance he will step aside.
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Fear and greed-they also offer opportunity. Nvidia is now 13X 2027 EPS and still growing at 50%.
I should add that the flip from green to red this afternoon was down to teh CPI-it came in 0.1% off expectation. 0.1%!
But other things being equal I'd expect the $ to strengthen a bit
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I would expect the board to act, today. Either they support him or he's out. It's a real surprise but it doesn't change the fact that the company is the far and away leader in AI infrastructure.
The board has many options including creating/assigning a new role-ousting entirely is of course the nuclear option. From an investment standing the stock is already driven down to a point where it becomes attractive regardless.
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yes-he resigned effect immediately.
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These things have a habit of being swept away-if as I expect, no change to operations. The bottom line imo the company in calendar 27 will earn $17/share which is a 9PE. That can't be ignored.
IMO anyone who thinks this gives AMD the upper hand is somewhat deluded.
Jensen Huang was a charismatic founder and visionary CEO who helped make AI exciting and Nvidia the dominant force in AI computing. His contribution has been extraordinary.
But Nvidia is far bigger than one individual. It employs thousands of exceptionally talented engineers, researchers and executives. Its competitive advantages lie in its technology, CUDA ecosystem, networking, software, customer relationships and relentless innovation.
Huang's resignation marks the end of an extraordinary era, but it does not change the fundamental investment case.
The global AI infrastructure buildout continues regardless. Demand remains enormous, Nvidia's technological lead remains substantial, and its products remain central to that expansion.
His departure will inevitably create some short-term uncertainty, but it does not dismantle decades of innovation or suddenly make competitors more capable.
