Jensen Huang leaves the board, and Nvidia enters the post-Jensen Huang era! These 3 things will determine the stock’s future!

A founder stepping down as CEO was shocking enough; now he has even resigned his board seat. This means Nvidia is entering a genuine leadership transition.
Going forward, I think there are three things worth watching closely.
First, the permanent CEO appointment. An interim CEO can steady the ship, but the market ultimately needs to see someone who can lead for the long term.
Second, whether the AI strategy changes. Nvidia’s ability to maintain its product iteration speed, technological edge, and ecosystem expansion will directly affect its long-term competitiveness.
Third, whether capital allocation becomes more rational. AI data center investment is growing ever larger, and the market cares not only about revenue growth but also about earnings quality and returns on investment.
If these three things are handled well, the stock could regain investor confidence.
If not, the market may gradually lower its expectations for Nvidia’s future growth.
So the most important thing now is not to guess whether the stock will rise or fall tomorrow, but to watch whether the company can deliver an answer that reassures investors.
After all, you can buy a stock for its future, but you can’t keep buying it for its past forever.$NVDA

‌#黄仁勋辞职