Nvidia without Jensen Huang. What lies ahead for Asian chipmakers?

Impact · against what's priced in

The departure of Jensen Huang creates a leadership vacuum that threatens the long-term innovation pace and product roadmap required to meet the aggressive growth targets the market currently discounts. While short-term foundry relationships are expected to hold, the lack of a permanent strategic visionary increases the risk that the massive revenue projections for Blackwell and Rubin architectures will not materialize.

NVDA−0.30

Challenges what's priced in

The price assumes