Nvidia stock faces two threats as Jim Cramer questions his golden rule

Impact · against what's priced in

Nvidia faces new valuation headwinds as a board investigation into Jensen Huang introduces leadership risk and political headwinds threaten the financing of smaller cloud customers. While rivals AMD and AVGO saw a relative price boost during the sell-off, this is a rotation of sentiment rather than a fundamental shift in their specific growth trajectories.

NVDA−0.40

Challenges what's priced in

The price assumes