Jensen Huang just stepped down after 33 years running $NVDA. Wild timing right before Q3 earnings drop Nov 17.
Prediction markets are pricing Ian Buck (VP of Hyperscale) at 35.5% to be permanent CEO. Interim CEO Colette Kress sits at 25.5%. External names like Arm's René Haas (9.1%) and AMD's Lisa Su (2.4%) are in the mix too.
What's interesting: implied odds of Jensen leaving jumped from 13% to 77% in just 3 days (Nov 9-12). Markets clearly saw something coming.
$NVDA board says they're considering both internal and external candidates. With AI chip demand at ATH and competition heating up, this succession play matters more than most realize.
Earnings in 5 days. Leadership vacuum into a critical print. Buckle up.
Prediction markets are pricing Ian Buck (VP of Hyperscale) at 35.5% to be permanent CEO. Interim CEO Colette Kress sits at 25.5%. External names like Arm's René Haas (9.1%) and AMD's Lisa Su (2.4%) are in the mix too.
What's interesting: implied odds of Jensen leaving jumped from 13% to 77% in just 3 days (Nov 9-12). Markets clearly saw something coming.
$NVDA board says they're considering both internal and external candidates. With AI chip demand at ATH and competition heating up, this succession play matters more than most realize.
Earnings in 5 days. Leadership vacuum into a critical print. Buckle up.