Jensen Huang Just Resigned, and Nvidia Stock Has Fallen 35% From Its All-Time High. I Still Think It's a Buy.

Impact · against what's priced in

The resignation of CEO Jensen Huang is a significant negative catalyst that undermines the management stability required to execute Nvidia's aggressive growth plans. While the stock's price correction reflects this loss, the 70% growth guide is already accounted for in the market's valuation.

NVDA−0.70: Challenges what's priced in
The price assumes

Jensen Huang Just Resigned, and Nvidia Stock Has Fallen 35% From Its All-Time High. I Still Think It's a Buy.

What matters in this story

5 Things Investors Need to Know About Thursday's Markets

Jensen Huang Just Resigned, and Nvidia Stock Has Fallen 35% From Its All-Time High. I Still Think It's a Buy.

What matters in this story

5 Things Investors Need to Know About Thursday's Markets

How each ticker is affected

Track these names every morning.

Positioning for the AI Board Game

The Bull Market Is Not Concerned About Inflation Or Jensen Huang

Jensen Huang Was the Mascot for the A.I. Boom Powering the U.S. Economy

Jensen Is Replaceable, But Nvidia Isn't

Jensen Huang Just Resigned, and Nvidia Stock Has Fallen 35% From Its All-Time High. I Still Think It's a Buy.

What matters in this story

Next reads from the same story arc

5 Things Investors Need to Know About Thursday's Markets

Jensen Huang Just Resigned, and Nvidia Stock Has Fallen 35% From Its All-Time High. I Still Think It's a Buy.

What matters in this story

Next reads from the same story arc

5 Things Investors Need to Know About Thursday's Markets

How each ticker is affected

Track these names every morning.

Positioning for the AI Board Game

The Bull Market Is Not Concerned About Inflation Or Jensen Huang

Jensen Huang Was the Mascot for the A.I. Boom Powering the U.S. Economy

Jensen Is Replaceable, But Nvidia Isn't