NVIDIA's biggest advantage is not simply its GPUs, but its CUDA ecosystem, developer relationships and dominant position in AI infrastructure. These competitive advantages won't disappear overnight because of leadership controversy.

However, investors should separate business quality from stock valuation. A falling share price doesn't automatically mean a bargain, especially when earnings expectations remain extremely high.

My bigger concern is whether AI infrastructure spending can continue growing fast enough to justify current expectations. If hyperscalers eventually slow their spending, even an excellent company could face significant valuation compression.

I wouldn't rush to catch the falling knife. I'd rather see management stability, sustainable earnings growth and stronger evidence that institutional selling has exhausted itself.

NVIDIA remains a world-class business, but a great business is not necessarily a great buy at every price.