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If Jensen Huang leaves Nvidia, does that mean the AI bull market is over?
Don't rush to sell everything, and don't rush to buy the dip.
When judging the future of the AI industry, the most important thing isn't whether a particular CEO remains at the helm, but five Chinese characters: commercialization capability.
No matter how advanced AI technology is, it will be difficult to sustain high valuations over the long term if it can't generate real revenue.
Over the past few years, the market has poured huge sums into AI computing power. Nvidia, cloud computing giants, and companies across the global supply chain have all benefited enormously from this technological revolution.
But the investment logic may change from here.
First, look at whether AI companies can keep making money, not just at their user numbers.
Second, look at whether data center investments can generate sufficient returns, not just at the scale of capital spending.
Third, look at whether chip companies have genuine technological barriers, not just at industry hype.
Fourth, look at whether orders can be sustained, not just at short-term expectations.
Fifth, look at whether management can consistently execute a long-term strategy.
Jensen Huang's departure is a major turning point in Nvidia's history, but it is not the end of AI's development.
For investors, this may be an opportunity to reassess and identify high-quality companies.
The AI winners of the future won't necessarily be the companies with the most compelling stories, but those that can truly turn technology into profits.
After all, the stock market loves dreams, but cash flow has the final say!#每周来晒 and #JensenHuangResigns
$NVDA