Finbold
13 Nov 2026, 08:50 UTC · 32m ago
This billionaire investor just gave up on Nvidia stock
Impact · against what's priced in
The resignation of Jensen Huang creates significant execution risk that undermines the valuation premiums previously sustained by his leadership. Leo KoGuan's refusal to increase his position signals a potential shift in institutional support for a stock whose current price already demands high margins and growth.
- NVDA−0.50
Challenges what's priced in
- The price assumes
Sustained free-cash-flow margins near 44.8%
The loss of the founder-CEO increases execution risk for the aggressive growth guides and high margins the market currently assumes, a sentiment echoed by Leo KoGuan's refusal to invest further without Huang.
What NVDA's price assumes · Sep 1
