AI辉煌时代
11-13 10:10

Jensen Huang's resignation on 12 November 2026 has already affected the AI and semiconductor sectors. The biggest concern is not simply Nvidia losing its CEO; it's whether the company will continue investing aggressively in AI infrastructure and maintaining the close relationships he built with suppliers and customers.

Nvidia appointed CFO Colette Kress as interim CEO while its board searches for a permanent replacement. 

Companies most exposed

[Smile] Nvidia (NVDA) ~  Leadership uncertainty, investor confidence and strategic direction

[Happy]  CoreWeave (CRWV) ~ Relies heavily on Nvidia GPUs for AI cloud infrastructure

[Miser]  TSMC (TSM) ~  Manufactures Nvidia's advanced chips

[What]  SK Hynix ~ Supplies high-bandwidth memory used in AI accelerators

[Cool]  Foxconn (Hon Hai) ~ Major Nvidia manufacturing and server supply-chain partner

[Cry]  Wistron ~ AI server manufacturing exposure

[Shy]  Naver ~ Has strategic AI and infrastructure ties with Nvidia

These are exposure assessments, not predictions that every company will suffer losses. Reuters reports that TSMC shares fell around 2% and SK Hynix fell 1.6% amid the leadership uncertainty. 

Potential winners

[Grin]  AMD (AMD)

Could benefit if customers diversify away from Nvidia's AI chips.

[Sly]  Broadcom (AVGO)

Could gain from demand for alternative AI networking and custom chips.

[Sly]  Alibaba (BABA)

Chinese AI chip makers could gain market opportunities if Nvidia's position in China weakens.

Reuters reported that AMD and Broadcom shares rose as Nvidia-related uncertainty increased. 

What should investors watch next?

1 - Nvidia's next CEO: Will the new leadership maintain Huang's aggressive AI expansion strategy?

2 - AI spending: Will companies such as CoreWeave continue expanding data centres at the same pace?

2 - Chip competition: Can AMD and Broadcom capture more AI business?

3 - Asian supply chain: Will TSMC, SK Hynix and Foxconn continue receiving strong orders?

Nvidia is the biggest risk, followed by its AI infrastructure partners. AMD and Broadcom are potential beneficiaries, but their gains are not guaranteed.

One important distinction: Alibaba and Tencent should not automatically be considered winners. Their shares also came under pressure amid the wider uncertainty.

Investment Disclaimer: This post is for informational and educational purposes only and reflects my personal opinion. It is not financial advice or a recommendation to buy or sell any securities. Please do your own research and consider your risk tolerance before making any investment decisions. Investing involves risk, including the possible loss of principal. 

Jensen Huang revealed another extramarital affair and may be dismissed, causing Nvidia to plunge 9% in after-hours trading. Should we liquidate our positions or buy at the bottom now?
Jensen Huang's extramarital affair scandal continues to escalate. This time, the trigger was his second extramarital affair, which reportedly involved Huang having an extramarital affair with Kimberly Powell, the vice president of Nvidia's healthcare business who reports directly to him! Following the news, Nvidia's (NVDA) stock price, which was already on the verge of collapse, plummeted again, falling by more than 10% at one point during the session. The probability of Huang Renxun leaving the company skyrocketed instantly, and the board of directors was planning to hold a meeting to decide to remove him from his position as CEO. What really forced the board to take action was not personal ethics, but the relationship between his direct subordinates! This clearly violates corporate interests and relevant regulations. The CEO is the soul of a company, so should we sell off our holdings or buy Nvidia (NVDA) at the bottom?
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.

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