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$NVIDIA(NVDA.US)

NVIDIA $NVIDIA(NVDA.US) closed at US$166.19 on November 12, 2026, down 4.34%. Its latest quarterly results (Q2 FY2027) showed revenue of US$96.2 billion, up 106% year-on-year, and net income of US$54 billion. P/E is approximately 21. Next earnings: November 17. Strong growth, but leadership uncertainty adds risk.

Pingu
Pingu

Nvidia called it a resignation; Bloomberg said the board pushed him out. Jensen co-founded Nvidia and was its only CEO for 33 years, yet he held only about 3.58% of the shares and no extra-voting stock. How can a founder lose the top job, and what does Nvidia have to replace now?

Captain's Compass
Captain's Compass

The market has been volatile and Nvidia will it be a good company regardless of its leader due to the moat that they have or will it slowly bleed till zero I do not know. But be cautious as the market will be tough to trade after all the news bombardments.

NewUser_ThinkSwim
NewUser_ThinkSwim

Jensen Huang resigned as $NVIDIA(NVDA.US) CEO, and the stock closed down 4% while $AMD(AMD.US) rallied. At home, Singtel's core profit rose 10% and DBS trades ex-dividend. Let's dig in 👇💬 Nvidia witho...

Captain's Watch
Captain's Watch

$NVIDIA(NVDA.US)

🚨 BEYOND THE FOUNDER: CAN NVIDIA HOLD THE CROWN WITHOUT ITS CHIEF ARCHITECT? 🚨

Jensen Huang’s sudden departure would send huge shockwaves through global financial markets, taking away NVIDIA’s main architect and visionary leader.

CFO Colette Kress would step into the interim CEO role, marking a big shift for the chip giant from a founder‑led organisation to a more standard corporate leadership setup.

This is far more than just a Silicon Valley headline and I would be deeply disappointed if this scenario plays out.

Huang ran a highly centralised structure, with roughly 60 direct reports under him and he has no clear public shared succession plan.

Without his hands‑on oversight of supply‑chain negotiations and product development roadmaps, NVIDIA could run into operational bottlenecks.

The stock may also see a key‑person valuation discount while facing stiffer competition from rivals including AMD and Broadcom. On top of that, tighter export‑control rules add another layer of long‑term risk for the business.

Ordinary everyday investors stand to feel the biggest impact. NVIDIA makes up more than 8 % of the S&P 500. It is widely held inside index ETFs, target‑date retirement funds and public pension plans, meaning millions of regular savers have large, unprotected exposure to the single stock.

Heavy selling from big institutional players could rapidly reset pricing across the whole AI investment theme.

What would a leadership change at NVIDIA mean for the semiconductor sector?

⚠️ Disclaimer: Not financial and investment advice. Do your own due diligence.

Fattycat
Fattycat

🌟🌟🌟Watching a legend fall in real time hits differently when your own savings are tied to their name.  For years, investing in $NVIDIA(NVDA.US) felt like betting on an unstoppable force.  Jensen Huang...

koolgal
koolgal

Taking a step back from the Jensen news.

This hits at a moment of broader AI anxiety: multi-year buildout costs, geopolitical delays on data centers, and the risk that new models reduce the need for expensive inference. All of it has fed the selloff.

None of it changes the underlying reality. We’re still early. Adoption is sub 1%, and the steep part of the inference S-curve is still ahead of us.

Nvidia’s GPUs remain a step-function better than AMD’s, evidenced by ~

90% GPU market share even at a higher price.

The uncertainty in $NVIDIA(NVDA.US) creates a window for new capital to come in and benefit from the next several years of the AI buildout, of which Nvidia will account for about 50% of that cost.

Source: Gene Munster

Gene Munster
Gene Munster

$NVIDIA(NVDA.US)

Jensen Huang’s sudden resignation is a major short-term setback for NVIDIA, given that he has been the face, visionary and driving force behind the company’s AI strategy. With CFO Colette Kress stepping in as interim CEO, the immediate concern is whether NVIDIA can maintain its execution and innovation momentum without Jensen at the helm.

However, I wouldn’t write off NVIDIA’s long-term fundamentals just yet. Its CUDA ecosystem, dominant GPU position and deep relationships with major AI players remain significant competitive advantages.

The key catalyst will be how quickly NVIDIA establishes stable leadership and reassures investors that its growth strategy remains intact.

SGreferral
SGreferral

🐶 NVIDIA’s sharp fall from US$173 to US$156 may reflect uncertainty, institutional profit-taking and possible forced selling. Breaking US$168 could trigger stop-losses and margin calls, accelerating the decline. Heavy volume confirms intense trading activity, not seller identity. I’m watching US$156 support, declining selling volume and recovery towards US$160–US$168 before buying.@Captain's Watch

optionspuppy
optionspuppy

$NVIDIA(NVDA.US)

❤️ NVIDIA - Navigating The Heavy Sell‑Off❤️

NVIDIA is getting crushed right now. Momentum has fallen apart and leveraged long investors are definitely feeling the pain. My holding is also sitting slightly underwater at my average cost price of US$173.68. Even with all the red numbers on the screen, I am staying patient and watching closely.

Currently the daily chart is moving into extreme oversold territory, nearly strongly support zone. At the same time, Mizuho analyst Jordan Klein also shared on CNBC his view that NVIDIA looks “silly cheap”. He calculates the stock sits below 10 times forecast annual earnings, an unusually low valuation for a business still growing its profits.

This brings the big question. Is this just another huge buying opportunity created by short‑term panic or is the market pricing in bigger problems ahead?

The leadership investigation noise is driving most of the selling pressure. I believe AI chip demand story remains the core long‑term driver.

I will keep monitoring the support zone, the earnings update and board investigation outcome before deciding my next step.

What is your take on NVIDIA right now?

Fattycat
Fattycat

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