#Jensen Huang
NVIDIA's underlying business fundamentals. However, there are a few points worth separating:
1. NVIDIA's technology and market demand: The demand for AI chips, data centres and computing power remains a major long-term growth driver. NVIDIA also has a strong engineering team and ecosystem.
2. Jensen Huang's shareholding: His ownership percentage doesn't necessarily reflect his influence over the company. As founder and CEO, his strategic leadership and vision are hugely important.
3. The CEO rumour: I would be very cautious about the article claiming Jensen Huang was forced out as CEO because he isn't white. That is an extraordinary allegation, and it needs credible evidence. I wouldn't make investment decisions based on it.
4. The engineering team: You're right that NVIDIA's success isn't dependent on one individual alone. Its engineers, researchers, management and wider ecosystem are important assets. However, leadership changes can still affect investor confidence.
5. Q3 results: A strong Q3 could certainly provide a catalyst for the stock, particularly if revenue, earnings and forward guidance exceed expectations. But even excellent results don't guarantee the share price will rise, as market expectations and valuation matter too.
My overall view: I would distinguish between believing in NVIDIA as a business and believing its stock will always go up. The long-term AI opportunity is compelling, but valuation, competition, export restrictions and market expectations still matter.
One thing I'd particularly watch is NVIDIA's forward guidance. Sometimes what Jensen says about the next few quarters matters even more to investors than the results of the previous quarter.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
