NVIDIA and all Related AI Counters
This week is ending with a whole series of bad news.
Jensen's affair(s), can be called to be the single worst mistake of a single man in the history of the technology market, and probably the entire stock market, history.
His departure comes at the worst time for NVDA. Not because NVDA is doing badly but because the market has already been spooked by all the noise about a bubble and the gigantic demands for funds to keep, not just the momentum, but the whole AI industry alive.
But if NVDA can hold above $150 on Monday, and if on their Tuesday earnings call coming, stellar results are announced, the market may calm down and look beyond Jensen, and focus on the performance of the company.
Further, if the board announces an A-Star name to take over as CEO, plus the AI bubble does not happen, things can turn around before you can blink.
I have always said, expect the unexpected. When all are saying one thing, often (usually even), the other will happen.
Stay careful, be well, and God bless.
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