I do not think Jensen Huang's departure will immediately weaken
$NVIDIA(NVDA)$ . Its CUDA ecosystem, technology and customer relationships remain strong. However, replacing someone so deeply involved in both technology and business strategy will not be easy.
My bigger concern is whether the next CEO will maintain NVIDIA's aggressive investment and support for the AI ecosystem. A more conservative approach could pressure CRWV, NBIS and IREN, while creating opportunities for AMD and Broadcom.
For now, I would not rush to abandon NVIDIA or chase competitors. I prefer to watch earnings, guidance and actual market share developments. Ultimately, fundamentals and execution matter more than any single individual. Patience over panic!
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