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What do investors fear most? Not a falling stock price, but suddenly realizing that their original investment thesis needs to be reassessed.
In the scenario described in this news, Jensen Huang resigns as Nvidia CEO and leaves the board. After the news was announced, NVDA briefly fell more than 10% in premarket trading.
This has prompted many investors to ask: Without Jensen Huang, is Nvidia still the Nvidia we know?
In the short term, market sentiment may take a significant hit. After all, a founder's departure involves strategic direction, management succession, and investor confidence.
But long-term investing can't be based on one person's name alone.
Nvidia's true value also lies in its GPU technology, CUDA ecosystem, data center business, customer relationships, and global demand for AI computing power.
These competitive advantages won't automatically disappear because of a personnel announcement, but whether the company can maintain its lead will require the new management team to prove itself through performance.
Of course, don't rush to call it a buying opportunity just because the stock has plunged. The market has never been responsible for rewarding anyone's courage.
Will you keep watching, or reassess your investment thesis for NVDA?
Share your thoughts in the comments! #每周来晒 and #黄仁勋辞职 $NVDA