Nvidia loses its soul overnight? After Jensen Huang resigns, which stock is most at risk, and who might be laughing all the way?

Jensen Huang's resignation may worry not only Nvidia shareholders, but the entire AI supply chain.
Why? Because Nvidia is no longer just an ordinary chip company; it is the core engine of the AI supply chain.
Upstream are TSMC, HBM memory, and semiconductor equipment; downstream are AI servers, data centers, cloud computing, and various tech companies dependent on computing infrastructure. If Nvidia sneezes, the entire AI supply chain could catch a cold.
But market reactions this time are mixed.
Competitors such as AMD and Broadcom may get a chance to win customers and market share; some memory, server, and optical communications companies face uncertainty over order expectations and capital spending.
Particularly concerning are companies highly dependent on Nvidia's ecosystem for financing, customers, and computing demand. If investors start doubting the pace of AI infrastructure construction, valuations could fall faster than earnings.
Of course, not all AI stocks will plunge together.
Companies with proprietary technology, stable customers, and cash flow are generally more resilient.
The biggest takeaway from this event is that the AI industry won't disappear just because one CEO leaves, but the market may use this opportunity to reprice the entire AI sector.
In the past, AI investors compared whose story was bigger; going forward, the question may be who can actually make money. #每周来晒 and #黄仁勋辞职
Stories can sound sexy, but financial statements won't play along. $NVDA