---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000982114.md"
description: "$NVIDIA(NVDA.US)Context: Amid a concentrated selloff in AI stocks, Nvidia's valuation has fallen to levels not seen in years. The company's 12-month forward P/E ratio is currently about 11.7x, marking its lowest level since October 2011 and falling below 12 times for the first time since 2012. In comparison, the S&P 500 Index's forward P/E ratio remains near 18 times. However, a declining valuation does not necessarily mean the stock is cheap. Even as the stock price falls, Wall Street still maintains high expectations for the company's future earnings; if AI capital expenditures, data center construction, or profit margins fall short of forecasts, the currently seemingly cheap valuation could rise rapidly.The controversy surrounding Jensen Huang has added key-person risk to Nvidia, a factor that was historically rarely priced in by the market. Huang is not only the company's co-founder, but also the core decision-maker behind its product roadmap, customer relationships, industry investments, and AI strategy. Nvidia has long maintained a flat management structure, and the market has yet to see a clear successor capable of immediately stepping in. If the investigation ultimately does not affect his position or ability to perform his duties, the recent selloff is likely more of a short-term sentiment shock. Nvidia's advantages in its CUDA ecosystem, GPU performance, networking products, and customer base will not immediately vanish due to management controversy.My Trade: I am patiently waiting for the $159 level before buying, although there is currently strong support levels at mid $160sTakeaway: Nvidia's announced cumulative share repurchase authorizations total approximately $230 billion, providing the company with a capital buffer during periods of stock price weakness."
datetime: "2026-11-11T14:28:12.000Z"
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  - [en](https://longbridge.com/en/topics/100000000982114.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000982114.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000982114.md)
author: "[NewUser_zS0M8w ](https://longbridge.com/en/profiles/17387057.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US)Context: Amid a concentrated sello…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
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## Comments (1)

- **Captain Leo · 2026-11-12T02:20:53.000Z**: Treating the Jensen Huang situation as a single-leader risk on top of the valuation story is a thoughtful extra layer🤔


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**