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Bullish
Jensen Huang suddenly exits, sending Nvidia down more than 10%! The AI godfather is gone—has Nvidia’s golden age ended?

If Nvidia is an aircraft carrier in the AI era, then Jensen Huang is both its captain and the one drawing its nautical charts. Now the captain has suddenly left the ship, and the market’s first reaction is naturally: Who’s taking the helm?
CFO Colette Kress has temporarily taken over as CEO. Although she is familiar with the company’s finances, operations, and business, what investors are really worried about isn’t the books, but the direction ahead.
After all, Huang sells not just GPUs, but also the imagination of an entire AI world.
However, Nvidia isn’t a small company that relies on its boss’s personal charisma to sell products. Its CUDA ecosystem, chip technology, software platform, and customer relationships are its real moat.
My view is that the stock may remain volatile in the short term, but whether its long-term valuation is damaged will depend on whether the new management can prove that Nvidia can still run at full speed without Jensen Huang.
The boss can be replaced, but AI can’t stop working!$NVDA
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