It’s happening…
BREAKING: Nvidia, $NVDA, is now working with an "outside firm" to find a new CEO to replace Jensen Huang, per Bloomberg.
The company is also reportedly weighing naming a temporary CEO while searching for a replacement.
Back to Denny’s for Jensen
The million dollar question:
Will Jensen Huang deny allegations of the second affair reported by the New York Times just now?
If not, we are revising our outlook to a near-certain likelihood (>90%) that Huang will be removed from his role as CEO of Nvidia.
This is a material shift in the backdrop for the most important component of the AI Revolution.
The market is now pricing-in his exit.
Jensen Huang in less than 24 hours…
Breaking: Nvidia CEO Jensen Huang exposed for another affair with an $NVDA executive, per NYT
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Jensen Huang by tomorrow morning
BREAKING: Jensen Huang had another affair with an Nvidia executive, per NYT
69% chance he's out as $NVDA CEO before 2028
A second affair has hit the timeline
$NVDA - *JENSEN HUANG SAID TO HAVE HAD RELATIONSHIP WITH NVIDIA EXEC:NYT
*HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT
























