Jensen isn't getting fired. He IS $NVDA.
Yeah, what he did was dumb. But he's human. Markets overreact to everything.
This dip? Noise. The AI narrative hasn't changed. Data centers still need GPUs. Hyperscalers still buying. China export bans still a tailwind for domestic chip demand.
If you're long $NVDA for the right reasons, this changes nothing. If you're trading headlines, you're already late.
Yeah, what he did was dumb. But he's human. Markets overreact to everything.
This dip? Noise. The AI narrative hasn't changed. Data centers still need GPUs. Hyperscalers still buying. China export bans still a tailwind for domestic chip demand.
If you're long $NVDA for the right reasons, this changes nothing. If you're trading headlines, you're already late.