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Jensen Huang has really resigned, and this time it’s officially confirmed



Nvidia announced that Jensen Huang has resigned as CEO, president, and director, effective immediately, with CFO Colette Kress temporarily taking over

Honestly, the impact on $NVDA could be more complicated than a bad earnings report; NVDA contracts briefly plunged to around 149 last night, then recovered to around 166, and the market is clearly still digesting the news

I’ve always felt that part of Nvidia’s valuation comes from the personal premium attached to Jensen Huang:

From its technology roadmap and customer relationships to integrating resources across the entire AI industry chain, Jensen Huang is practically synonymous with Nvidia

Now that he has suddenly left, the CUDA ecosystem, orders, and product roadmap certainly won’t disappear overnight, but whether management can maintain its previous execution is definitely an open question

Meanwhile, Nvidia is set to report earnings on November 17

The market was originally focused on how long AI capital spending could keep growing; now it also has to answer another question: how should Nvidia be revalued without Jensen Huang?
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