[Discussion] Could Jensen Huang Be Fired? Buy or Sell Nvidia?
Just days before its highly anticipated earnings report, Nvidia is facing a crisis that could shake up its leadership — and potentially change how Wall Street values the AI chip giant.
On Wednesday, November 11, The New York Times reported that Nvidia CEO Jensen Huang allegedly had an extramarital affair with Kimberly Powell, the company's vice president of healthcare, citing five former employees.
The revelation follows an earlier controversy involving Huang's relationship with a businesswoman reportedly under scrutiny over suspected ties to Chinese intelligence. Nvidia's board has already launched an independent investigation into the matter.
The Wall Street Journal reported that Nvidia's board was preparing to consider removing Huang as CEO, with directors expected to meet as early as Wednesday to discuss his future.No leadership change has been officially announced, and the latest allegations remain subject to investigation.
Investors reacted swiftly. Nvidia shares plunged more than 8% after-hours , falling to around $159. Meanwhile, rivals AMD and Broadcom gained roughly 3% in extended trading. For a company at the center of the global AI boom, the stakes could hardly be higher. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$
Wall Street Is Rethinking Nvidia's Valuation
The controversy comes as some Wall Street analysts are already becoming more cautious about Nvidia.
Baird downgraded the stock to Neutral from Buy and slashed its price target from $500 to $200, citing uncertainty over Huang's future, restrictions on chip exports to China, and concerns about the sustainability of AI infrastructure spending.
Morgan Stanley also removed Nvidia from its Top Pick list, although it maintained its Overweight rating and $300 price target.
These moves suggest that investors are weighing more than just the latest headlines. They're also questioning whether Nvidia can maintain its extraordinary growth rate as the AI industry matures.
And now, another question has emerged: How much of Nvidia's premium valuation depends on Jensen Huang himself?
Can Nvidia Thrive Without Jensen Huang?
Huang co-founded Nvidia in 1993 and has spent more than three decades turning it from a graphics-chip company into the dominant supplier of AI computing hardware. His early bets on CUDA, accelerated computing and AI infrastructure helped position Nvidia at the center of today's technology boom.
But Nvidia is much bigger than one person. Its CUDA software ecosystem, Blackwell chips, next-generation Rubin platform and deep relationships with Microsoft, Amazon, Google and Meta would not disappear overnight if Huang stepped down.
Demand for AI computing power could also remain strong regardless of who occupies the CEO's office.
The bigger concern is what happens over the next several years.
Could a new CEO maintain Nvidia's pace of innovation? Would the company become more cautious about expensive long-term bets? And could AMD, Broadcom and the cloud giants developing their own chips gain ground during a leadership transition?
Nvidia has built a powerful business. But replacing the executive who helped create that business would be an enormous test.
Can Next Week's Earnings Turn Things Around?
Nvidia is scheduled to report its fiscal third-quarter results on November 17.Normally, investors would be focused on AI chip demand, data-center revenue, profit margins and the outlook for its next generation of products.
This time, the leadership question could overshadow even another strong earnings report.
A company can keep delivering impressive profits while its stock falls if investors are no longer willing to pay the same premium for future growth.
That leaves Nvidia investors facing a difficult decision: Is this selloff an opportunity to buy a leading AI company at a discount, or the beginning of a broader reassessment of its risks?
💬 Let's Discuss
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1. If Jensen Huang leaves Nvidia, how much further could NVDA fall?
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2. Would you still be bullish on Nvidia without Jensen Huang?
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3. What's your next move on NVDA Are you buying the dip, holding your shares, trimming your position, or waiting for the board's decision and next week's earnings?
Share your thoughts, NVDA positions and price targets in the comments. Would you buy Nvidia at $160 — or wait for a better entry?
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2. Would I still be bullish without Huang? Cautiously, yes. Nvidia has strong technology, talented engineers and major cloud customers. These strengths do not disappear if Huang leaves. However, finding someone who can maintain his vision and relationships will be a major challenge.
3. My next move? I would wait for the board’s decision and upcoming earnings before making a large purchase. If the business outlook remains strong and the succession plan is convincing, I would consider buying gradually rather than trying to catch the bottom.
The AI opportunity remains attractive, but leadership uncertainty adds another risk to consider.
However, further valuation pressure is possible if a leadership change is confirmed. Even strong earnings on November 17 may not immediately restore investor confidence. I would prefer to wait for more clarity before making aggressive moves.
Personally, I would consider accumulating NVDA gradually if the price falls further rather than trying to catch the bottom. AI infrastructure demand remains a strong long-term growth driver, but I will stay disciplined with position sizing and avoid chasing short-term rebounds.
@Tiger_comments @TigerStars @TigerClub @TigerEvents
首先，关于黄仁勋的个人指控、董事会调查及可能罢免的消息，仍需权威报道和公司公告核实，不能直接将传闻当成事实。
**① 如果黄仁勋真的离任，还会跌多少？**
我认为短期可能再面临10%—20%的下行压力，但这只是风险情景，不代表一定发生。真正决定跌幅的是继任安排、盈利预期和市场愿意给予的估值倍数。
**② 没有黄仁勋，还看好NVDA吗？**
依然看好。CUDA生态、Blackwell、Rubin及客户关系不会因为CEO更换而消失。但未来两三年的产品迭代速度、人才稳定性和战略执行力值得关注。
**③ 160美元会买吗？**
我倾向于等待官方澄清及财报，再考虑分批布局。如果股价回落至140—150美元，同时盈利预期没有明显下修，我会认为值得进一步研究；但不会仅凭价格判断底部。
🚀 **我的核心观点：英伟达最大的风险不是失去一位CEO，而是失去持续创新和创造现金流的能力。**
如果治理问题得到解决、AI需求和利润率保持强劲，恐慌性下跌可能创造机会；如果盈利预期同步恶化，再便宜的股价也未必安全。
**投资要买的是未来盈利能力，而不是赌一条新闻的最终结果！** 🐯
一、黄仁勋离开，英伟达会失去竞争力吗？
短期不会，长期需要观察。
英伟达真正的护城河不只是黄仁勋，而是：
CUDA：庞大的AI软件生态。
Blackwell：先进AI芯片。
Rubin：下一代AI计算平台。
NVLink：高速芯片互联技术。
全球云计算客户及完整供应链。
这些优势不会因为CEO离开而立即消失。
但黄仁勋的战略眼光和领导能力，确实是英伟达的重要资产。
二、160美元值得买入吗？
我会分三个情况考虑：
股价 我的策略
160美元以上 观察，不追高
140–160美元 可以考虑小额分批布局
120–140美元 研究估值，寻找机会
120美元以下 重新评估基本面
注意：这些是个人观察区间，不是保证有效的支撑位。
三、11月17日财报看什么？
我最关注三个指标：
1. 数据中心营收：AI芯片需求是否继续强劲？
2. 毛利率：英伟达是否还能维持高盈利能力？
3. 下一季度业绩指引：未来订单和增长是否继续向好？
如果营收创新高，但股价仍然下跌，说明市场担心的可能已经不是业绩，而是未来估值和管理层风险。
四、我的最终投资策略
我不会因为黄仁勋的负面消息就完全放弃英伟达，也不会在消息尚未明朗时重仓抄底。
我的选择是：保留长期关注，等待董事会调查结果，再根据财报决定是否分批买入。
对于长期投资者，我认为英伟达依然值得研究，但必须记住：
好公司不等于好价格，股价下跌也不等于便宜。真正值得买入的，是未来盈利能力能够支撑当前估值的公司。
Jensen Huang is more than a CEO; he is Nvidia’s chief strategist, visionary and the personification of its AI revolution. Replacing him could trigger a valuation reset, even if revenue and earnings remain strong.
However, investors should distinguish between losing a great leader and losing a great business. CUDA, Blackwell, its software ecosystem and customer relationships will not disappear overnight.
What worries me more is the combination of succession uncertainty, potential China-related restrictions and questions about future AI capital expenditure. Baird’s downgrade reflects these broader risks.
I wouldn't aggressively buy this dip yet. I'd wait for the board's findings and November 17 earnings. A falling share price is not automatically a bargain when the market is still discovering what the real risks are.
@TigerEvents [贱笑]
“Jensen eh lui, bo si wa eh lui. Bo my taiji lah!” 🤣