$NVDA Duan Yongping sees the situation clearly: Nvidia’s business indeed won’t be significantly affected in the short term, after all, its order book remains full. The so-called “shadow CEO” plan essentially has Huang step behind the scenes as a strategist, while the newcomer in the spotlight serves as a shield. This move both appeases regulators and forcibly preserves the company’s core spirit. $SOXL However, the long-term risks remain substantial. Huang’s combination of foresight and execution is extremely difficult to replicate, and the company’s moat will likely weaken over the next few years. Fortunately, the AI sector is still in its very early stages, and the industry’s fundamental thesis remains intact; it’s just that the overall leader is destined to go through a long and painful transition.