Is Nvidia still worth that much if Jensen Huang is gone? What investors fear most isn’t a 10% drop, but this question!

What is Nvidia’s most valuable asset? GPUs? CUDA? Data centers? Or Jensen Huang’s black leather jacket that he never changes?
The answer may be all of them.
Over the past few years, the market has been willing to give Nvidia a high valuation not only because of its astonishing ability to make money, but also because investors believe Jensen Huang can keep correctly anticipating the next stage of the AI industry.
Now that the founder has suddenly left, the market has to rethink: Will Nvidia still be the company that dares to invest at scale, plan ahead, and change the rules of the industry?
That is the real test of its valuation.
If the new management can maintain its technological edge and sustain high growth, this drop may just be a sentiment-driven discount.
But if the company’s strategy becomes more conservative and competitors seize the opportunity to catch up, the market may no longer be willing to pay such a high premium for future growth.
A 10% drop in the stock price isn’t scary; what’s scary is the market starting to doubt tomorrow.$AVGO

‌#黄仁勋辞职