With Jensen Huang gone, does Nvidia's market cap need to be recalculated? Wall Street has finally realized: CEOs are worth this much too!

Over the past few years, investors buying Nvidia were buying GPUs, CUDA, and AI computing power—and, even more, Jensen Huang's vision of the future. Now that this central figure has suddenly exited, the market's first reaction is: Wait, have we put too much trust in one person?
NVDA plunged sharply at one point in premarket trading, showing that investors are reassessing management risk. Put simply, the market was willing to give Nvidia a high valuation because it doesn't just sell chips—it also acts like the director of the AI industry, knowing what the next scene should be.
But a CEO change doesn't mean the company's business model is automatically obsolete. Nvidia still has a powerful technology ecosystem, customer base, and influence across the industry. What really needs to be recalculated is whether future growth can continue and whether the new management can maintain the market's trust in the company.
Valuation is sometimes a lot like a relationship: profits are reality, expectations are the filter, and trust is the emotional foundation. When the filter shatters, the stock price naturally starts to look ugly.
Next, the market will be watching the November 17 earnings report, future orders, and progress in selecting a new CEO.
Jensen Huang's departure may cost Nvidia some of its founder premium, but whether it could lose its entire AI valuation framework is a question only performance can answer. And #黄仁勋辞职 $NVDA