“Honeytrapped” by an alleged Chinese spy…

An affair with a direct report…

And that there might be more!

Jensen Huang, the founder, CEO, and leather jacket-wearing figurehead of Nvidia (Nasdaq: NVDA), is gone.

Resigned (although the board would probably have sacked him anyway).

Does this spell disaster for Nvidia?

Could its share price fall 20%, 30%, or more… and then struggle for the next decade?

Or…

Is this one of those moments we’ll look back on with the same amazement as we do with Apple’s transition from Steve Jobs to Tim Cook?

Which famous company once brought back a former CEO after his successor struggled – only for the returning boss to be fired again?
Starbucks
Disney
Intel
Nike


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I suggest that Nvidia’s “Apple moment” might be happening right now.

And if that’s the case, could we be looking at a potential $10 trillion company, or even bigger, as the market realises Nvidia will be just fine without Jensen?

What a WILD week!

All that and more in today’s video.

Regards,


Sam Volkering
Investment Director, Southbank Investment Research