Losing confidence in $NVDA post-Jensen era. Sure, the next 2 years look solid — revenue locked in, roadmap set. But long-term? Different story.
Jensen was the visionary who kept them ahead of $AMD and Broadcom. Without that leadership edge, the moat feels shakier. Competition catches up fast in semis.
Not saying $NVDA crashes, but the "must-own forever" thesis just got weaker. Market's pricing in perfection. Leadership transitions matter more than people think.
Jensen was the visionary who kept them ahead of $AMD and Broadcom. Without that leadership edge, the moat feels shakier. Competition catches up fast in semis.
Not saying $NVDA crashes, but the "must-own forever" thesis just got weaker. Market's pricing in perfection. Leadership transitions matter more than people think.
