Board thinking about replacing Jensen Huang at $NVDA? That's borderline insane.
He built the entire AI infrastructure play. The moat. The pricing power. The ecosystem lock-in.
You don't replace the architect mid-build. Especially when $NVDA is basically the picks-and-shovels play for the entire AI gold rush.
This would be a catastrophic unforced error.
He built the entire AI infrastructure play. The moat. The pricing power. The ecosystem lock-in.
You don't replace the architect mid-build. Especially when $NVDA is basically the picks-and-shovels play for the entire AI gold rush.
This would be a catastrophic unforced error.