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How much is Nvidia worth without Jensen Huang? Wall Street will have to run the numbers again this time!



In the past, the market valued Nvidia not only for its chips, but also for the future of AI.
And Jensen Huang has been one of the most important storytellers in that narrative.
Based on this news, Jensen Huang is stepping down as CEO and leaving the board, with CFO Colette Kress temporarily taking over. NVDA fell more than 10% at one point in premarket trading.
What are investors most worried about?
First, whether the strategy can continue. Competition in AI chips is intensifying, and how Nvidia will maintain its technological edge is a key market concern.
Second, customer relationships and ecosystem development. Nvidia's competitiveness comes not only from GPUs, but also from its software platform, developer ecosystem, and supply chain.
Finally, valuation. The market has been willing to pay a high premium for AI growth, but the management change could lead investors to reassess that premium.
However, a change of CEO does not mean the company's competitiveness vanishes overnight.
After all, Nvidia is not a company where only the boss knows how to work.
The real question is: Can the company's growth continue to materialize after it loses its founder's aura? #每周来晒 and #JensenHuangResigns
What valuation do you think Nvidia should receive in the future? $NVDA
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