Jensen Huang Is Gone—These 3 Signals Are More Dangerous Than the Stock Price!

What does the AI rally fear most? Not a falling stock price, but investors suddenly realizing that the future they bought into may not be as profitable as they imagined.
Jensen Huang’s departure from Nvidia has put this question back in the market spotlight.
Over the past few years, AI stocks have attracted a steady flow of capital, from GPUs, servers, and optical modules to data centers and power equipment. Almost anything with AI in its name had a chance to become an investor favorite.
But now, the market needs to reconsider three questions.
First, how long can investment in AI computing power continue? Tech giants are pouring huge sums into building data centers, but ultimately they still need to earn returns through AI services.
Second, is chip demand really strong? If customers start slowing their purchases, both upstream and downstream players in the supply chain will be affected.
Third, can AI companies actually generate profits? If revenue growth fails to keep pace with capital expenditures, valuations may come under pressure.
Jensen Huang’s departure doesn’t mean the AI revolution is over, but it leaves the market with less of the founder halo and more of a real-world test.
Investors used to ask how much higher AI could go. Now they may need to ask: When will these AI investments actually make money?
After all, a technological revolution can be grand, but financial statements have never been forgiving. #每周来晒 and #黄仁勋辞职 $NVDA